Tag Archives | International Energy Agency

MIB: Iran Off-Ramp Sparks Risk-On Rally While SpaceX Goes Public and the Energy Trade Unwinds

Iran peace talk sends S&P +0.72%, WTI below $100 for first time in weeks. SpaceX files confidential IPO at $1.75T valuation — could be largest in history. Intel reclaims Irish fab from Apollo for $14.2B; INTC +8.79%, chip sector surges. Lilly’s Foundayo becomes first oral GLP-1 weight-loss pill (LLY +3.78%). IEA warns April oil supply crisis twice as bad as March. Trump floats NATO exit; XOM -5.23%, CVX -4.59%.

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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.

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