Tag Archives | Chevron

MIB: February CPI Calm Before Storm, IEA Record Oil Release, Oracle +12% as AI Cloud Demand Holds Firm

Oracle surges 12.2% as OCI results blow past estimates (RPO $553B), proving AI cloud demand is war-proof. IEA triggers largest-ever oil reserve release (400M barrels) but WTI holds above $86 — Hormuz still closed. February CPI tame at +2.4% — calm before the storm as energy shock hits March data. Centene (CNC) -14% as CEO warns ACA enrollment collapses 36%. Airlines down 30% YTD; energy sector +25% YTD. All eyes on Adobe Thursday and UMich Friday.

Read full story · Comments are closed

MIB: Hormuz Crisis Day 3 — Oil +15%, Stagflation Signal Flashes, Fed Pulls Back on Rate Cuts

US-Iran war enters Day 3 — gold hit $5,417 record Monday, oil +15% this week. S&P 500 -0.94%, trimmed from intraday -2.5% loss after Trump’s Navy escort announcement. Fed’s Williams and Kashkari pull back from 2026 cut forecasts as 10Y yields rise on stagflation fears. UAL -4.09%, DAL -5% on fuel shock. Target (TGT) +7.5% on earnings beat. CrowdStrike beats after the bell.

Read full story · Comments are closed

  All charts are now zoomable by clicking on them. Once you click on them they will resize to the maximum size to fit onto your screen. The chart image qualities are refined to allow for minimal image quality degradation from resizing.