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The Iran Crisis Is Reshaping the Stock Market Right Now

The Iran Crisis Is Reshaping the Stock Market Right Now

Stockology Insider
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  1. 01 DOW NYSE VENDRE +2,57%
    Entrée $30,31 14 juil 2026
    Actuel $29,53 07 août 2026
    Résultat +$0,78

    I don't think you should chase today's winners long term.

    Contexte Today's winners, the prosaic chemical company that is Dow, the boring fertilizer company that is Mosaic, the refiners, especially my fave, Valero, and the dollar stores. Reminders that the most boring stocks win when Iran shuts down the Persian Gulf and oil goes higher. I don't think you should chase today's winners long term.

  2. 02 MOS NYSE VENDRE -2,27%
    Entrée $22,94 14 juil 2026
    Actuel $23,46 06 août 2026
    Résultat −$0,52

    I don't think you should chase today's winners long term.

    Contexte Today's winners, the prosaic chemical company that is Dow, the boring fertilizer company that is Mosaic, the refiners, especially my fave, Valero, and the dollar stores. Reminders that the most boring stocks win when Iran shuts down the Persian Gulf and oil goes higher. I don't think you should chase today's winners long term.

  3. 03 VLO NYSE VENDRE -0,52%
    Entrée $301,43 14 juil 2026
    Actuel $302,99 06 août 2026
    Résultat −$1,56

    I don't think you should chase today's winners long term.

    Contexte Today's winners, the prosaic chemical company that is Dow, the boring fertilizer company that is Mosaic, the refiners, especially my fave, Valero, and the dollar stores. Reminders that the most boring stocks win when Iran shuts down the Persian Gulf and oil goes higher. I don't think you should chase today's winners long term.

  4. 04 DLTR NASDAQ VENDRE -4,11%
    Entrée $124,56 14 juil 2026
    Actuel $129,68 06 août 2026
    Résultat −$5,12

    I don't think you should chase today's winners long term.

    Contexte Today's winners, the prosaic chemical company that is Dow, the boring fertilizer company that is Mosaic, the refiners, especially my fave, Valero, and the dollar stores. Reminders that the most boring stocks win when Iran shuts down the Persian Gulf and oil goes higher. I don't think you should chase today's winners long term.

Transcription Complète
Here we go again. Today's winners, the prosaic chemical company that is Dow, the boring fertilizer company that is Mosaic, the refiners, especially my fave, Valero, and the dollar stores. Reminders that the most boring stocks win when Iran shuts down the Persian Gulf and oil goes higher. I don't think you should chase today's winners long term. Although after a session where the Dow dipped 138 points, the S&P lost 79% and the Nasdaq tumbled 1.55%. I think it's time to circle back to tech to make some money. Why? Because the sector that is tech is wonderfully robust versus other groups and it's just been clobbered back to where I think is very near the buying zone again. Despite Iran, wonderful things could happen to tech at a drop of a hat. Take last week. I've been saying that Meta has to do something big with its excess compute capacity. These are leaving a lot of money on the table. Literally the next day, Meta does exactly that, confirming a story I'd help break the week before. A simple acknowledgement of something that seems so obvious that has given you a nearly 100 point gain this month. They have to sell some of that compute. Now, compare that with PepsiCo, a company that used to give you consistent mode of your growth with a a stock that declined to the point where it seemed like it would be easy to beat expectations. Nope. PepsiCo, it crushed you. By a simple stroke of a pen, Meta gives you almost 100 points. By dent of a weak quarter, PepsiCo takes a severe beating. In the end, the tech companies, especially big tech, just have a lot more to offer the rest than the rest of this market. >> Don't miss a second of MadMoney. Follow Jim Kramer on X. Have a question? Tweet Kramer #madmentions. Send Jim an email to madmoney@cnbc.com or give us a call at 1800743cnbc. Miss something? Head to madmoney.cnbc.com.

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