Saudi Arabia's East-West Pipeline resumed full operations yesterday ending Iran disruption fears. Oil markets rallied on supply restoration hopes. North Sea crude hit record highs as global flows remain constrained after three weeks of Hormuz chaos.
COP ConocoPhillips and CVX Chevron benefited from pipeline news. FT warned Iran war will leave lasting scars on markets. Commodity prices and bond yields won't return to pre-conflict levels quickly per analyst consensus.
BAC Bank of America reports Tuesday morning launching major bank earnings. Investors seek loan quality signals amid war volatility. JNJ Johnson & Johnson follows with pharma results Tuesday.
NFLX Netflix drops Q1 Thursday after close. The streaming giant faces subscriber growth scrutiny. SCHW Schwab reports Thursday as trading volumes stay elevated. Truist closes the week Friday.
ATMU Atmus Filtration SI surged 8.2 points to 11.2% in seven days. Bears piled into the auto parts supplier showing fresh conviction. DAVE Dave fintech absorbed 4.4 point increase hitting 17.6% SI.
CAR Avis Budget held at 86.9% SI despite surging 133% in three months. Rental car shorts persisted with extreme positioning. HTZ Hertz carried 49.2% SI with 16.4 days to cover.
Turkish construction grabbed attention as GLRMK Gulermak absorbed a $55M insider buy filed this week. Delta climbed to $79.41 analyst consensus as airlines regained favor.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
