Cybersecurity stocks have been staging a big comeback, now evidenced by a fresh milestone for Palo Alto Networks.
Source: https://www.marketwatch.com/story/palo-alto-networks-hits-a-…
The Strait of Hormuz disruption could keep oil prices elevated longer than a typical supply shock due to shipping/insurance constraints, limited SPR flexibility, and already-tightening fundamentals. ExxonMobil and Devon Energy could translate higher oil into outsized free cash flow, including Exxon’s advantaged production and LNG ramp and Devon’s Coterra merger synergies plus a potential dividend step-up.
Here is how BP (BP) and Drilling Tools International Corp. (DTI) have performed compared to their sector so far this year.
Consumer credit stress at this level has a second-order effect: it drives millions of borrowers into actively trying to improve their scores. IBISWorld estimates that the consumer credit services industry now generates $6.8 billion annually, a figure that keeps growing alongside delinquency rates.
