What to invest during Iran's war?
If the Iran conflict continues, typically:
Oil stocks / oil ETFs → up
Airlines, tech, consumer stocks → down
Defense stocks → up
Despite the overall red market on Friday, a few sectors actually held up or went green. The money rotated into “war + inflation” sectors.
Why it went up:
Oil surged above $90/barrel because of the Iran conflict and supply risk.
Examples of stocks moving up :
Chevron ↑ about 2%
Exxon Mobil slightly up
BP ↑ nearly 3% and hit a 52-week high
When war disrupts oil supply → energy companies make more money.
Related ETFs you may watch :
1)XLE (Energy Select Sector ETF)
2)XOP (Oil & Gas Exploration ETF)
3)USO (Oil futures ETF)
*4)BNO*
Examples that have been moving:
1)Lockheed Martin
2)Northrop Grumman
3)Raytheon
4)Palantir (battlefield AI / data analytics)
Defense stocks rose as investors expect higher military spending and demand for weapons systems.
Even though tech overall fell, a few AI infrastructure stocks bucked the trend.
Examples:
1)Broadcom ↑ after saying AI chip revenue could exceed $100B.
2)Marvell surged after strong AI demand outlook
Money rotated into:
1)Energy (oil producers)
2)Defense / military contractors
3)Selective AI infrastructure stocks
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