MarketBeat
12 Sept 2026, 13:46 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Analysis by Kasper Rasmussen · Founder & analyst
What the story claims
5 claims · each scored for market impact
The CME FedWatch tool indicates a 70% probability of an interest rate hike in September. — Higher interest rates typically compress valuations for risk assets, specifically technology stocks mentioned as liquidity targets.
-0.80Crude oil prices have crossed the $100-per-barrel threshold amid U.S.-Iran conflict tensions. — Higher energy costs act as a tax on consumers and businesses, likely driving up CPI inflation and pressuring broader equity markets.
-0.60Oil refiners (PSX, VLO, MPC) are reporting massive earnings beats driven by widening crack spreads. — Strong fundamental growth and earnings outpacing analyst models provide a significant bullish catalyst for the energy refining sector.
+0.50Continue reading
5 related stories
Top 3 movers · tap to explore
Phillips 66 has authorized a $10 billion stock repurchase program to retire nearly 12% of outstanding shares. — Large-scale buybacks signal management confidence in undervaluation and provide direct support for the share price.
+0.40Institutional ownership in Valero Energy has reached nearly 79% of the float, with increased stakes from pension funds. — High institutional accumulation suggests the current refining margin strength is viewed as a durable long-term trend rather than a temporary spike.
+0.30Which stocks this story touches
Strongest earnings beat among refiners with revenue climbing 53.5% year-over-year.
Strong Q2 earnings beat, widening crack spreads, and a $10 billion stock buyback program.
Pure refining play with strong EPS beat and significant institutional investment.
Company is benefiting from higher oil prices as an integrated oil company.
Company is benefiting from higher oil prices as an integrated oil company.
[mutual] Both are oil refiners benefiting from the widening crack spread.
[mutual] Both are oil refiners competing for the same refining margin opportunities.
[mutual] Both are oil refiners competing for the same refining margin opportunities.
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CNBC
2h ago
[mutual] Both are identified as integrated oil companies benefiting from higher oil prices.
