MPC

Iran’s threat to US energy assets has pushed oil above $91 a barrel, and the money is already flowing into a handful of stocks before most investors notice.

Marathon Petroleum is benefiting from record‑high crack spreads, rising earnings estimates and strong refining margins. Campbell’s, meanwhile, has cut its dividend.

The article calls Marathon Petroleum the Bull of the Day, noting it is a golden age for refining.

Shares of major U. S. energy companies moved higher in premarket trading on Tuesday as crude oil prices extended their gains amid concerns about potential disruption to Middle East energy supplies.

Investing.com -- U.S. stock futures fell early Tuesday, kicking off a shortened trading week as Wall Street monitored the U.S.-Iran conflict alongside rising trade tensions between Canada and the U.S. Futures tied to the Dow Jones Industrial Average fell 0.8% by 05:30 ET (09:30 GMT). S&P 500 futures fell 0.3% and Nasdaq-100 futures slipped 0.1%. U.S.

Iran‑Hormuz tensions are pushing Brent toward $100, and the piece looks at how BNO, USO, XLE and XOP could react to a potential oil supply shock.

Investing.com -- Shares of major U.S. energy companies gained in premarket trading Tuesday, tracking a rise in oil prices after Iran warned that Gulf oil and gas infrastructure could be targeted in retaliation for attacks on its own assets.

Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the broader market, posting gains of almost 132% since the beginning of 2026. While investors worry about a potential valuation correction, Wells Fargo analysts expect the stock to rally further. On September 1, Wells Fargo raised its price target on MPC from $359 to $300, while reiterating an […]