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ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant upward momentum fueled by reports of major insider and political stock purchases alongside a reinstated buy rating from BofA. Community sentiment is overwhelmingly bullish, with many traders discussing a rotation from hardware into software and positioning for a potential squeeze as the stock reclaims key technical levels.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors debate whether its current valuation reflects a deep-value opportunity or a value trap, with the community closely tracking its pivot into agentic AI orchestration and enterprise integration partnerships. While many participants express frustration over persistent share price weakness and perceived market manipulation, others are aggressively accumulating shares, pointing to the company's strong cash position, lack of debt, and potential for long-term growth as the market rotates toward quality AI software.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is facing significant selling pressure amid a broader market rotation and macro concerns, with the community actively debating whether this is a healthy profit-taking dip or the start of a deeper cyclical correction. Investors are closely monitoring upcoming earnings catalysts and potential labor disputes in the semiconductor sector to determine if the stock's long-term AI-driven thesis remains intact.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global Holdings is trending as investors digest a string of beat-and-raise earnings reports and an emerging partnership with OpenAI, while community discussions highlight a sharp divide between those holding for long-term growth and those frustrated by persistent selling pressure and share-based compensation. Sentiment remains split between retail investors eager for a breakout toward higher price targets and short-term traders attempting to capitalize on the stock's cyclical volatility and recent liquidity events.

Trio-Tech International engages in the provision of third-party semiconductor testing and burn-in services. It operates through the following segments: Semiconductor Back-End Solutions (SBS) and Industrial Electronics. The SBS segment is focused on the sale of burn-in and reliability test equipment used in the back-end manufacturing processes of semiconductors. Its equipment includes burn-in systems, burn-in boards, and related equipment that is used in the testing of structural integrity of integrated circuits. The Industrial Electronics segment consists of designing, manufacturing, and distributing a range of tests, processes, and other equipment used in the manufacturing processes of customers in various industries in the consumer and industrial market. The company was founded in 1958 and is headquartered in Los Angeles, CA.

Trio-Tech International

Trio-Tech International is experiencing significant trading activity as investors speculate on its role in the semiconductor reliability and burn-in testing market, particularly for high-performance AI and EV chips. The community is actively debating the company's valuation relative to larger industry peers, with many focusing on its recent revenue growth, expansion plans in Southeast Asia, and the potential impact of its niche capacity on next-generation GPU demand.

Bakkt, Inc. is building the backbone of next-generation financial infrastructure. The company provides solutions that enable institutional participation in the digital asset economy, spanning Bitcoin, tokenization, stablecoin payments, and AI-driven finance. Bakkt was founded in 2018 and is headquartered in New York, NY.

Bakkt Inc. - Ordinary Shares - Class A

Bakkt Holdings Inc

Bakkt is attracting significant investor attention following a notable stock purchase by its CEO, signaling internal confidence as the company navigates a strategic pivot toward stablecoin and AI-driven payment infrastructure. While the community remains divided between skepticism over past performance and optimism regarding potential regulatory tailwinds, many are actively monitoring the stock for a possible breakout driven by its evolving business model and institutional interest.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is facing significant volatility as market participants debate its long-term moat against generative AI, with some investors seeing a value play due to robust free cash flow and a massive share buyback program. Community sentiment is deeply polarized, pitting those who see a historic accumulation opportunity against skeptics who fear software is being structurally disrupted by new AI-native tools.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is currently trending due to positive momentum from its recent AUA presentation, new patent approvals, and an exclusive deal for the Tokyo BCG strain, which the community views as a strategic solution to the ongoing domestic BCG shortage. Investors are closely monitoring today's FDA workshop on bladder cancer treatments, with active community debate focusing on the company's pending sBLA, potential label expansion, and ongoing efforts to overcome regulatory hurdles.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is currently trending as investors weigh its long-term growth potential in AI-powered defense systems and autonomous drone warfare against recent volatility and sector-wide de-risking. The community is actively debating the company's competitive moats, the impact of federal budget allocations for unmanned systems, and whether current price levels represent an accumulation opportunity for a key player in modern military technology.

Relay Therapeutics, Inc. engages in transforming the drug discovery process with an initial focus on enhancing small molecule therapeutic discovery in targeted oncology. Its Dynamo platform is use to integrate an array of edge experimental and computational approaches, which allows to apply the understanding of protein structure and motion to drug discovery. The company was founded by David Elliot Shaw, Matthew P. Jacobson, Dorothee Kern, Mark Murcko, Alexis Borisy, and Jakob Loven on May 4, 2015 and is headquartered in Cambridge, MA.

Relay Therapeutics Inc

Relay Therapeutics is currently trending as the community scrutinizes recent clinical data releases and the company's long-term competitive position, with some investors debating its potential for future growth against broader market volatility.

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ETFs to Follow Amid U.S.-China Summit 

U.S.-China summit revived hopes for trade, AI chip access and Boeing deals, lifting prospects for China tech, semis and aerospace ETFs.

<ul class="summary-bullets"><li>RIG stock has gained more than 61% this year.&nbsp;</li><li>For Q1 2026, Wall Street analysts expect Transocean to post a 14% revenue growth.&nbsp;</li><li>Earlier in April, Transocean announced new contracts and extensions for ultra-deepwater drillships, boosting its total backlog to about $1.6 billion.</li></ul>Shares of Transocean Ltd. (RIG) were up nearly 2% in the overnight trading session headed into Monday, extending a rally of more than 61% this year as the world's largest offshore drilling contractor is slated to post its latest earnings results after market close.Meanwhile, other energy stocks like <a href="https://stocktwits.com/symbol/xom">Exxon Mobil Corp.</a> (XOM) and <a href="https://stocktwits.com/symbol/cvx">Chevron Corp.</a> (CVX) have gained 24.5% and 22.3% respectively in 2026. The <a href="https://stocktwits.com/symbol/xle">State Street Energy Select Sector SPDR ETF</a> (XLE), which tracks American energy stocks, has gained nearly 29% so far this year.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260504_112957381_png_eac1b03f50.webp" alt="koyfin_20260504_112957381.png" width="1600" height="1000"></figure>RIG stock has been a beneficiary of surging oil prices this year amid a global energy supply crunch as the war in the Middle East enters its tenth week even as the critical Strait of Hormuz remains choked. At the time of writing, WTI crude oil prices remained above $100 a barrel, and Brent crude oil was trading around $106.78 a barrel.<h2 class="st-heading-2">All Eyes On Q1 Earnings&nbsp;</h2>For the first quarter (Q1) of 2026, Wall Street analysts expect Transocean to post a 14% growth in revenue, pegged at $1.03 billion. The company is also expected to post an earnings per share of $0.08 compared to a loss of $0.07 in the comparable period of 2025, according to data from Fiscal.ai.Earlier in April, Morgan Stanley raised the price target on Transocean to $7 from $5 and kept an ‘Equal Weight’ rating on the shares, citing benefits from higher oil prices beyond the war that would likely be supportive of increased upstream capital spending.Meanwhile, Susquehanna also raised the price target on the company to $8 from $7.50 and kept a ‘Positive’ rating on the shares as part of a Q1 preview. The Iran conflict has been a "significant positive catalyst" for commodity prices and oil and gas stocks, the analyst said, as per TheFly, adding that medium- and long-term effects of the Iran war are now more positive for the sector as supply conditions tighten.<h2 class="st-heading-2">What’s Working For RIG?</h2>Earlier in April, Transocean announced new contracts and extensions for ultra-deepwater drillships in Norway and Brazil, boosting its total backlog to about $1.6 billion.The Swiss company’s acquisition of Houston-based Valaris Ltd. (VAL) in a deal valued at about $5.8 billion will result in the creation of a premier offshore driller with a 73-rig fleet, including 33 ultra-deepwater drillships, nine semisubmersibles and 31 modern jackups. Expected to close in the second half of 2026, the acquisition is expected to result in over $200 million of cost synergies, accelerated debt reduction, enhanced financial flexibility, and increased, diversified exposure to a multi-year drilling upcycle for the company.<h2 class="st-heading-2">RIG’s Valuation Concerns</h2>However, RIG trades at a forward price-to-earnings ratio of 30.2x, well above XOM’s 12.4x and CVX’s 12.9x multiples. Analysts estimate a 12-month price target of $5.91 for the company’s shares, indicating a downside potential of about 13.5% compared to its last close.<h2 class="st-heading-2">Retail Stance On RIG Shares</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/RIG">RIG shares</a> stayed in the ‘bullish’ territory amid ‘high’ message volumes at the time of writing.One user said, “Oil is a finite resource. It is also a fundamental resource. 98% of all products rely on access to oil derivatives. Long term investing in oil is a no brainer! &nbsp;$400 to $500 a barrel by 2050. Hear me now believe me later.”<stembedurl>https://stocktwits.com/mrvitt1969/message/652147481</stembedurl>RIG stock has nearly tripled in value in the last one year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Transocean company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

RIG Stock’s 61% Run So Far This Year Heads Into Its Biggest Test Today: Earnings

Transocean has been a beneficiary of surging oil prices this year amid a global energy supply crunch as the war in the Middle East enters its tenth week.

RIG Stock Is Up Over 60% This Year: Can Earnings Keep The Rally Alive?

Equity

<ul class="summary-bullets"><li>Iran proposed to reopen the Strait of Hormuz in exchange for security guarantees, while delaying nuclear talks, according to Al Jazeera.</li><li>The proposal was reportedly rejected by President Trump as the US President commended the US naval actions likening them to "pirates."&nbsp;</li><li>Iran previously implemented a $1-per-barrel transit fee, payable in Bitcoin or other digital assets, to circumvent restrictions during its two-week ceasefire.</li></ul>Iran has reportedly offered to reopen the Strait of Hormuz on Saturday and end the US blockade in exchange for security guarantees, but has delayed nuclear talks but&nbsp;the proposal has been allegedly&nbsp;rejected by&nbsp;President Trump.According to an Al Jazeera<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://aje.news/o4g2s6?update=4538802">&nbsp;report</a>, a senior Iranian official was quoted as saying, “Iran has called for a reduction in tensions by reopening shipping in the Strait of Hormuz and ending the current US blockade.The proposal, which was passed through mediators, calls for delaying negotiations on Iran’s nuclear program to a later stage. Tehran sees the sequence as a strategic move to defuse immediate tensions and open the door to a broader agreement."Under this framework, the negotiations on the more complicated nuclear issue have been moved to the final stage to create a more conducive atmosphere," the official said, who spoke on condition of anonymity.&nbsp;<a href="https://stocktwits.com/symbol/XLE">Energy Select Sector SPDR ETF (XLE)</a> closed in the red, down 1.34%, but edged slightly higher after hours to $58.90. On StockTwits, retail sentiment around XLE remained in the ‘bullish’ zone, while chatter stayed at ‘normal’ levels over the past day.<h2 class="st-heading-2">Trump Calls US Navy Operation ‘Like Pirates’</h2>The US Navy had acted “like pirates”, President Trump said previously, describing a military operation to take a ship during the blockade of Iranian ports, the report stated.&nbsp;“We’re kind of like pirates, but we’re not playing games.” Trump’s piracy analogy comes as legal experts are raising alarm over Iran’s blockade of the crucial Strait of Hormuz and its plans to impose a price for ships transiting it.&nbsp;Iran reportedly suggested levying a $1-per-barrel transit tax on oil tankers during a two-week ceasefire in the Strait of Hormuz last month,&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/iran-moves-to-monetize-hormuz-oil-traffic-with-tolls-paid-in-bitcoin/cZJO660RIAE">payable in Bitcoin (BTC)</a> or other digital currencies. Officials stated the system was devised to sidestep restrictions and reduce traceability, requiring vessels to provide shipping details before payment.At the time of writing,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $78,225, up over 0.4% in the last 24 hours. On Stocktwits, retail sentiment around BTC dropped to the ‘bearish’ zone from ‘neutral’ zone. Chatter around it stayed at ‘normal’ levels over the past day.Read also:<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/wlfi-dumps-six-billion-tokens-quietly-crashes-again-to-new-low/cZQo9NzRee6">&nbsp;Trump-Linked WLFI Hit Another Low After Quietly Selling Nearly $6 Billions In Tokens: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Donald Trump conducts a news conference in the White House briefing room about the war in Iran on Monday, April 6, 2026. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

Iran Offers To Reopen Strait Of Hormuz, Delays Nuclear Talks, But President Trump Rejects Proposal: Report

Iran’s proposal to reopen the Strait of Hormuz as a strategy to ease tensions and lead to a larger accord with the United States. 

<ul class="summary-bullets"><li>In comparison, the United States Oil Fund has gained 113%, and ProShares Ultra Bloomberg Crude Oil has risen 147% this year.</li><li>Sky Quarry owns the sole oil refinery in Nevada, Foreland Refining Corp., which serves the regional energy market with a daily production capacity of 4,500 to 5,000 barrels.&nbsp;</li><li>The company has also recently sought to accelerate the development and commercialization of its PR Spring oil sands project in Utah, which is expected to add about 2,000 barrels per day of capacity.</li></ul>Sky Quarry Inc. (SKYQ), a Utah-based energy company, has seen its shares more than triple in value this year, benefiting from the conflict in the Middle East and tensions in the Strait of Hormuz that have not only boosted crude oil prices but also bolstered demand for domestic energy producers.<a href="https://stocktwits.com/symbol/skyq">SKYQ stock</a> has rallied more than 232% this year alone, far surpassing the gains of the <a href="https://stocktwits.com/symbol/UsO">United States Oil Fund</a> (USO) and <a href="https://stocktwits.com/symbol/UCO">ProShares Ultra Bloomberg Crude Oil </a>(UCO) energy exchange-traded funds.USO has climbed about 113% since the start of the year, while UCO has gained about 147%. Meanwhile, the <a href="https://stocktwits.com/symbol/xle">Energy Select Sector SPDR Fund</a> (XLE) has gained about 34% in 2026.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260501_120149893_png_7dffb0da2c.webp" alt="koyfin_20260501_120149893.png" width="1600" height="1000"></figure><h2 class="st-heading-2">What Is Sky Quarry?</h2>Sky Quarry is essentially an energy solutions company, primarily using technologies to recycle waste asphalt shingles into sustainable oil and materials, targeting waste dumped in landfills.However, the company also owns the sole oil refinery in Nevada. Sky Quarry acquired Foreland Refining Corp. in 2022, which operates the Eagle Springs refinery, which processes crude oil into products such as diesel, naphtha, vacuum gas oil, and asphalt. The facility serves the regional energy market and supports Nevada’s mining industry, with a daily production capacity of 4,500 to 5,000 barrels.Higher oil prices, driven by the ongoing war in Iran and the subsequent blockage of the Strait of Hormuz, have greatly benefited the company. At the time of writing, Brent crude oil prices are trading above $111 per barrel.<h2 class="st-heading-2">Sky Quarry Looks To Increase Production</h2>Sky Quarry, which has a market capitalization of about $22.4 million, has also recently sought partners via Request for Proposals (RFPs) to accelerate the development and commercialization of its PR Spring oil sands project in Utah.The fully permitted facility, spread across about 5,900 acres, is about an 180-million-barrel resource that already has over $50 million in investments. The site has prior feasibility backing and is expected to support about 1.5 million tons per year of processing capacity and about 2,000 barrels per day of heavy oil production.<h2 class="st-heading-2">Retail Stance On SKYQ</h2>On Stocktwits, retail sentiment around SKYQ stock has dipped from ‘bullish’ to ‘neutral’ territory over the past 24 hours amid ‘low’ message volumes.One bullish user recommended holding “tight” onto the stock.<stembedurl>https://stocktwits.com/Billionaire23/message/651957260</stembedurl>Another user said, “Realistically, this current market cap is laughable , this is only oil refinery company in whole of Nevada and with crude being over $100 this is real laughable. i dont see any real indication that oil will go down soon so this should get repriced very soon.”<stembedurl>https://stocktwits.com/modrica3/message/651953350</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Over the past year, BATL surged 253%, EONR climbed 111%, and USO advanced 105%. (Photo credit: Getty Images)

How A Little-Known Utah Energy Stock Is Crushing Every Big Oil ETF This Year

Sky Quarry has soared more than 232% in 2026, fueled by surging oil prices due to the war in Iran. 

Small-Cap SKYQ Stock Is Crushing USO, UCO, XLE: What Investors Need To Know 

The Brent crude oil price chart is displayed on a smartphone screen placed on a reflective surface onto which an Iranian flag is projected. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Crude Oil To Rally More Or Roll Over? What Investors Need To Know As Trump's 60-Day Iran War Deadline Expires Tomorrow

As per the War Powers Resolution or the War Powers Act, President Donald Trump faces a May 1 deadline on the Iran war. 

Crude Oil At Turning Point: What Happens After Trump’s War Power Clock Runs Out Tomorrow?

Oil to Stay Elevated Above Pre-Conflict Levels: Energy ETFs to Benefit

Energy ETFs gain appeal as oil prices are expected stay above pre-conflict levels, with supply shocks, stalled Iran talks & tight markets indicating sustained price strength.

Energy ETFs to Shine Amid Supply Constraints and Elusive Peace Talks

Supply risks and stalled diplomacy may keep oil prices higher. Check these energy ETFs to ride the upside.

<ul class="summary-bullets"><li>The veteran investor believes the physical markets are on the right track.&nbsp;</li><li>When paper oil prices catch up to physical prices, the repricing will be violent, according to Noble.&nbsp;</li><li>Meanwhile, oil prices have been swinging wildly amid ongoing geopolitical uncertainty.</li></ul>As markets grapple with uncertainty about the outcome of the war in Iran and its impact on global energy prices, a former associate of legendary investor Peter Lynch is betting on energy stocks.“Energy stocks remain the most asymmetric trade in this market,” said George Noble, a hedge fund veteran and former Fidelity fund manager, in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/gnoble79/status/2046603397533511746">post</a> on X on late Tuesday.The investor highlighted the pricing difference between physical oil markets (spot oil, tanker bookings, actual delivery) and paper markets (futures contracts, options, financial instruments), saying that while the former was pricing in a war, the latter was pricing in a peace deal. “One of them is WRONG,” Noble said.<h2 class="st-heading-2">Noble Backs This Indicator</h2>The veteran investor believes the physical markets are on the right track. To back his claim, Noble pointed out that 230 loaded oil tankers were stuck in the Persian Gulf amid the blockade of the Strait of Hormuz, where traffic had dropped by over 90%.He noted that normally 15 to 20 million barrels per day flowed through the critical waterway, but at present, alternatives via Saudi Arabia's East-West pipeline can only handle about 9 million barrels per day, creating a massive gap with no real workaround.“You cannot close a gap that large with infrastructure that doesn't exist,” he said. “You cannot load 15 million barrels per day onto trucks. There is no land bridge for hydrocarbons. The pipelines are maxed. The tankers are parked,” he added.Noble also said that two separate battles were unfolding now — one the global supply chain has already adapted to, and another it simply can’t. Yet paper oil markets were trading as if that divide didn’t exist, he said.Meanwhile, U.S. President Donald Trump said on Tuesday that the U.S. was extending a ceasefire with Iran, although the blockage of Iranian ports would continue.<h2 class="st-heading-2">Wild Market Swings</h2>Oil prices have been swinging sharply, spiking on any hints of escalation in tensions between the U.S. and Iran, while pulling back on signs of renewed negotiations or ceasefire announcements. Energy stocks have been tracking the wild oscillations.The <a href="https://stocktwits.com/symbol/uso">United States Oil Fund</a> (USO), an exchange-traded fund that tracks the daily price changes of West Texas Intermediate, has been whipsawing in tandem.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260422_100526996_png_4aaa028a13.webp" alt="koyfin_20260422_100526996.png" width="2400" height="1240"><figcaption>Source: Koyfin</figcaption></figure>Meanwhile, the <a href="https://stocktwits.com/symbol/XLE">State Street Energy Select Sector SPDR ETF</a> (XLE), which tracks American energy companies within the S&amp;P 500, has diverged significantly from the S&amp;P 500 since the start of the war — initially outperforming the benchmark index at the onset of the Hormuz crisis and finally lagging in after signs of a ceasefire and diplomatic breakthroughs.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260422_110224623_png_e3a9e341bd.webp" alt="koyfin_20260422_110224623.png" width="2400" height="1500"><figcaption>Source: Koyfin</figcaption></figure>Shares of major energy stocks have also been fluctuating. For instance, <a href="https://stocktwits.com/symbol/batl">Battalion Oil Corp.</a> (BATL) shares surged more than 38% at the close on Tuesday amid soaring crude oil prices, as uncertainty around an expansion of the U.S.-Iran ceasefire lingered. However, after Trump announced an extension late Tuesday, oil prices declined, pulling BATL's stock down by nearly 13% in overnight trading.<a href="https://stocktwits.com/symbol/cvx">Chevron Corp.</a> (CVX) stock, meanwhile, was up 10.78% in the first month after the war, but has since pared most of those gains, declining about 10% so far this month. <a href="https://stocktwits.com/symbol/xom">Exxon Mobil Corp</a>. (XOM) and <a href="https://stocktwits.com/symbol/cop">ConocoPhillips</a> (COP) have also followed similar trajectories.When paper oil prices catch up to physical prices, “the repricing will be VIOLENT,” Noble said.The United States Oil Fund ETF (USO) has gained nearly 86% so far this year, while the P<a href="https://stocktwits.com/symbol/uco">roShares Ultra Bloomberg Crude Oil ETF</a> (UCO) has surged more than 115% in the same time. Retail sentiment around both was in the ‘bearish’ territory on Stocktwits at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Physical Oil Markets Have Already Priced In US-Iran War, But Paper Markets Haven't, Says Veteran Investor: 'Repricing Will Be VIOLENT'

“You cannot close a gap that large with infrastructure that doesn't exist,” says George Noble.

Why Energy Stocks Are The Most Asymmetric Market Trade Right Now: Veteran Investor George Noble Explains

Should You Invest in the State Street Energy Select Sector SPDR ETF (XLE)?

Robert Kiyosaki says only 6 assets will survive 2026

Robert Kiyosaki has spent decades telling people that conventional financial wisdom is a trap designed to keep them poor. The 78-year-old author of Rich Dad Poor Dad built a media empire on his...

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