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

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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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. 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