• Ring The Bell
  • Posts
  • Goldman Says Forget Oil, This Is the Real Energy Shock

Goldman Says Forget Oil, This Is the Real Energy Shock

Plus, the $1 billion prize, new partnerships, Burry's bombshell, earnings, and more

 

Happy Wednesday! Markets are sending a clear signal: not all stocks are created equal in a prolonged crisis. Uncover the sectors Wall Street is betting on as the conflict drags on.

Also, Goldman Sachs is sounding the alarm: the energy crisis isn’t in crude oil—it’s in diesel as prices top $5 a gallon. Read on to see which companies are set to profit and how it could impact your portfolio.

Plus, if you’re looking for an investment tackling personal safety with smart technology, check out today’s sponsor.

BENZINGA TRIVIA CHALLENGE

Take part in our daily trivia challenge for a chance to win weekly prizes — including $500 cash, Benzinga PRO, and Benzinga Edge subscriptions.

The best part? It only takes 30 seconds.

Put your knowledge to the test, climb the leaderboard, and get paid.

TOP STORY

What was expected to be a short-lived conflict is reshaping the market in unexpected ways. Some stocks are soaring as disruption spreads, while others tied to global trade are taking a hit.

The widening gap between these two groups is sending a clear signal about how investors are preparing for a prolonged crisis.

SPONSORED CONTENT

Safety is no longer an afterthought for women across America, yet the protections available treat it as such. LogicMark Inc. (OTC: LGMK), a provider of personal emergency response systems and developer of the Aster safety app, wants to change that.

Its Aster app turns smartphones into a personal protection device that can contact emergency services, friends and loved ones. Just like your phone can continuously track your heart rate or GPS location, Aster lets you schedule events for daily routines, so family members or friends know if something is amiss.

If a device can track your navigation, why can’t it protect women when they are alone? Now with Aster it can. To learn more, click here.

This is a paid ad. Please see 17b disclosure here for more information.

MARKET RECAP

Averages & Assets
AssetClose 03/17/26Price Change
SPX
$6,716.09
+0.25%
NASDAQ
$22,479.53
+0.47%
DJI
$46,993.26
+0.10%
10-Year
4.21%
+0.00 bps
WDC - Notable Gainer
$313.81
+9.64%
TTD - Notable Loser
$25.07
-7.42%
BTC
$74,032.87
+0.14%
ETH
$2,322.73
-1.21%
XRP
$1.52
+0.00%

Yesterday: U.S. indexes closed slightly higher Tuesday, though gains faded late in the session as a sharp rise in oil prices pressured sentiment. Crude surged to its highest levels in months, with WTI nearing $96 per barrel and Brent topping $103, driven by escalating geopolitical tensions after President Donald Trump signaled the U.S. may act independently in the Middle East while downplaying NATO involvement. The move in energy markets raised concerns about potential inflationary pressures. Investors now turn their attention to the Federal Reserve’s policy decision today, where rates are expected to remain unchanged. However, Wall Street will be focused on Fed Chair Jerome Powell’s guidance, particularly whether higher oil prices could complicate the inflation outlook and future monetary policy.

On Our Radar: Analysts will be paying attention to inflation trends with the producer price index (PPI), as well as the Fed’s interest-rate decision and Chair Powell’s press conference later today. On the earnings front, all eyes will be on Micron (MU) which will report earnings after the market close today.

MARKET HEATMAP

Shares of Delta Air Lines (DAL), Seagate (STX), and Micron (MU) were among the top gainers, while The Trade Desk (TTD), Eli lilly (LLY), and Intel (INTC) were among the day’s top laggards. But those weren’t the only companies making big moves. Here’s a look at some of the biggest winners and losers on Tuesday.

Check out our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.

FIVE ZINGERS

Lift Off: Dubai isn’t just watching the air taxi race, it’s rewriting the rules. With government backing and vertiports already rising, the city could launch the world’s first commercial network before anyone else. Discover the companies that may take off first.

Burry Bombshell: Michael Burry claims he finally exposed Palantir’s biggest risks — but the media went quiet after he did so. Read on to see what has Wall Street stunned.  

Robot Rides: Uber and Nvidia are teaming up to unleash a fleet of AI-driven cars, and this isn’t just another self-driving rollout. The technology behind these robotaxis could change how cities move forever.

March Madness: Kalshi is dangling $1 billion for a perfect bracket. So what’s the catch? Read on to see the odds that even has Wall Street stunned.

Stock Of The Day: Estée Lauder is flirting with a key level that has historically changed trends, and traders are positioning for potential gains. Here’s what investors are watching.

SPECIAL OFFER

Your savings account is losing ground to inflation every single month. Your dividend stocks are one earnings miss away from a cut. But there's a category of company that collects a fixed fee on every molecule of natural gas that moves through its pipes, regardless of what that gas is worth on the open market. One name owns more of that pipeline than almost anyone else.

BEFORE YOU GO

Were you forwarded this email? Click here to subscribe.

And be sure to check out our other newsletters:

Future Finance: Where fintech, crypto and the future of finance collide. Future Finance is a perfect lunch read packed with quick bites for industry enthusiasts. Subscribe here.

Advisor: Tailor-made for Financial Advisors, this weekly newsletter has industry-specific insights, analysis, and news. Subscribe here.

Tech Trends: Get the inside scoop on AI, the hottest gadgets and mind-blowing tech trends. Subscribe here.