All News

1. Top Oil Stocks Built To Withstand Energy Uncertainty

   Seeking Alpha·Jul 17, 2026

   The energy sector continues to be one of the more volatile sectors in the market this year. As geopolitical tensions reaccelerate in the Middle East, uncertainty grows. This lineup provides safety across the oil supply chain, whose business models are designed to absorb oil shocks and the volatility that follows. Discover three oil stocks, supported by strong fundamentals, that offer dependable income and characteristics ready to withstand an uncertain energy outlook.

2. Iraq and Syria sign agreement to restore oil pipeline that would provide alternative to Strait of Hormuz

   CNBC·Jul 17, 2026

   Iraq, the second largest oil producer in OPEC, has suffered heavily from the disruption to tanker traffic in the Strait of Hormuz. Baghdad is reliant on its southern port city of Basra on the Persian Gulf due to limited pipeline options to bring its oil to global markets.

3. Dan Ives on the AI Sell-Off: Gut Check, Not a Warning Sign

   The Street·Jul 17, 2026

   Dan Ives of Yorkville Ives & Company breaks down why he believes the AI trade is still in the early innings, what's driving the recent sell-off, and the key signals he's watching—including enterprise AI demand, Big Tech CapEx, cloud growth, and what could actually change his bullish outlook.

4. Financials Stay Hot And Extremely Overbought

   Seeking Alpha·Jul 17, 2026

   The S&P 500 Financials sector extended its overbought streak to 24 trading days and made a new all-time high as of yesterday's close. The sector has now also risen for 6 straight days, with each close occurring in extreme overbought territory (at least 2 standard deviations above its 50-DMA).

5. Oil tankers face 'worst case scenario' in Hormuz as Iran steps up attacks on ships, maritime risk CEO says

   CNBC·Jul 17, 2026

   Shippers face a "worse-cast scenario" in the Strait of Hormuz, said Dimitris Maniatis, CEO of maritime risk service Marisks, in a Lloyd's List Intelligence briefing. At least nine ships have come under attack since July 6 as Iran tries to force vessels to navigate Hormuz through its territorial waters.

6. Mid-Year Scorecard: Assessing Our Solving For 2026 Calls

   Seeking Alpha·Jul 17, 2026

   Why the policy divergence call earned top marks, and how a new Fed chair complicates the outlook. What went wrong with the long-rates thesis and why not all duration is created equal.

7. Travelers Was A Big Winner, Run A House Position

   Seeking Alpha·Jul 17, 2026

   Travelers has nearly doubled since our initial buy call after a significant drop two years ago. TRV's Q2 results showed strong profitability: net income of $2.21B, core income of $2.16B, and adjusted EPS of $10.04, beating consensus by $4.65. Premium growth remains robust across all segments, with retention rates high and underlying combined ratios notably improved year-over-year.

8. Chip Stocks Steal the Spotlight During Earnings Kickoff

   Schaeffers Research·Jul 17, 2026

   Wall Street endured another volatile week as investors balanced the start of second-quarter earnings season against persistent weakness in semiconductor stocks and ongoing geopolitical uncertainty.

9. Chip Stocks, Tech IPOs, and Wildfire Smoke Are All Clouding the Outlook

   Barrons·Jul 17, 2026

   The tech selloff has spread beyond semiconductor stocks to many of this year's biggest listings, even as some Wall Street analysts argue the pullback is a healthy reset rather than the end of the AI boom.

10. Moonshot AI's Latest Model Dings Tech Stocks. We've Seen This Story Before.

    Barrons·Jul 17, 2026

    Moonshot AI releases Kimi-K3, the latest Chinese open-weight model to hit tech stocks.

11. Bond yields are sending a new signal about Fed rate hikes

    Market Watch·Jul 17, 2026

    After months of sounding the alarm on potential Federal Reserve interest-rate increases, the script suddenly flipped in the $30 trillion U.S. Treasury market.

12. Markets Heading Toward The 'Cone Of Uncertainty'

    Seeking Alpha·Jul 17, 2026

    U.S. equity markets face significant near-term risks from fading tech leadership, overextended valuations, and persistent high interest rates. The semiconductor sector's outsized gains in 1H2026 have reversed sharply, with SOX down roughly 20% since late June and no clear new market leadership emerging.

13. Wright says Hormuz tolls are off the table as U.S. pushes energy expansion

    CNBC Television·Jul 17, 2026

    U.S. Energy Sec. Chris Wright discusses U.S. military efforts to protect oil and gas flows through the Strait of Hormuz in an exclusive interview with CNBC's Morgan Brennan.

14. Tech Sector Pullback Gains Momentum

    Seeking Alpha·Jul 17, 2026

    Tech investors worry about future returns. Oil prices heading back to intraweek highs.

15. Philip Morris Q2 Earnings Coming Up: What Should Investors Expect?

    Zacks Investment Research·Jul 17, 2026

    Philip Morris is poised for Q2 sales and earnings growth as smoke-free momentum, pricing power and productivity offset Japan and regulatory headwinds.

16. No Sign Yet This Correction Is Over

    Seeking Alpha·Jul 17, 2026

    The S&P 500 is undergoing a consolidation following its April advance, with the correction not yet finished. I anticipate a flat correction pattern, which, if confirmed, signals market strength and a strong subsequent rally.

17. "Breath of Relief" on Inflation Not a Trend, Kevin Warsh's "Buffer" on Interest Rates

    Schwab Network·Jul 17, 2026

    On the macro front, investors got a "sigh of relief" as inflation pressures appeared to ease with this week's economic data, says @CharlesSchwab's Collin Martin. However, he notes that one data point doesn't signify a trend.

18. Iran war hasn't hurt the U.S. economy too badly — but the danger isn't over yet

    Market Watch·Jul 17, 2026

    The two main pillars of the economy — consumer spending and business investment — appear to have shrugged off early angst arising from Iran tensions.

19. Week Ahead for FX, Bonds: U.S., European PMI Data, ECB Decision in Focus

    WSJ·Jul 17, 2026

    Provisional purchasing managers' surveys for the U.S., eurozone and the U.K. will provide a snapshot of business-sector activity during July just as military conflict in the Middle East has resumed, pulling oil prices higher.

20. Nuveen Churchill Direct Lending: 9% Expected Adjusted ROE With 26% Discount

    Seeking Alpha·Jul 17, 2026

    Nuveen Churchill Direct Lending Corp. trades at a 26% discount to NAV, near its lowest point in five years. NCDL's portfolio is 97% invested, with only 0.6% non-accruals and strong diversification across 236 companies and key sectors. Leverage stands at 56%, with a gross asset yield of 10.6% and discount-adjusted ROE of 9.23%, outpacing average BDC OTC bonds.