The US-Iran war has sent shockwaves far beyond the “Strait of Hormuz”, landing squarely on Wall Street. As the conflict continues, the global economy faces a dual-threat environment: rising energy costs and a massive pivot toward defense spending.
Source: https://invezz.com/news/2026/03/27/these-3-us-stocks-are-mus…
S&P 500 (^GSPC +0.01%) finished almost flat at 6,921.46, the Nasdaq Composite (^IXIC 0.44%) declined 0.44% to 23,480.02 on tech weakness, while the Dow Jones Industrial Average (DJINDEX: ^DJI) gained 0.55% to 49,266.11 as defense and staples outperformed.
SPTM offers broader market exposure and holds nearly five times as many stocks as VTV. VTV pays a higher dividend yield and has shown less volatility and drawdown over the past five years.
It’s been a very healthy start to 2026 for energy stocks, and for good reason. A number of factors are coming together to boost their appeal, with data center energy demand and deregulation adding to their case.
