US Strikes Iran Again and Reimposed Naval Blockade as Oil Climbs

Rising oil prices directly compress margins for airlines, trucking, and consumer goods companies that carry heavy fuel costs. Energy stocks get a short-term lift, but a prolonged blockade on a major shipping corridor raises input costs across almost every supply chain. The chip sector's resilience suggests tech investors see no direct threat to semiconductor demand from this specific conflict, though that calculus changes fast if the Strait of Hormuz is disrupted at scale.

Next weekly EIA crude inventory report (~Wednesday). Next OPEC production update. Any Iranian government statement on Strait of Hormuz access. US Congressional briefings on military authorization, likely within days.