-- 月曜午後、エネルギー関連株は上昇し、ニューヨーク証券取引所エネルギーセクター指数は1%、ステート・ストリート・エネルギー・セレクト・セクターSPDR ETF(XLE)は0.7%上昇した。 フィラデルフィア石油サービスセクター指数は0.3%下落、ダウ・ジョーンズ米国公益事業指数は横ばいだった。 セクターニュースでは、今週の停戦合意期限を前に、米国とイランの間で緊張が高まったことを受け、原油価格が上昇した。イランがホルムズ海峡の開放を宣言したことで、原油価格は金曜日に急落した。これは米国が強く求めていたことだった。しかし、イランは土曜日に同海峡の支配権を取り戻した。両国は、火曜日に期限を迎える2週間の停戦協定を互いに違反したと非難し合っている。 期近のWTI原油先物価格は6.8%上昇し1バレル89.56ドル、国際指標であるブレント原油先物価格は5.9%上昇し1バレル95.72ドルとなった。ヘンリーハブ天然ガス先物価格は0.9%上昇し、100万BTUあたり2.70ドルとなった。 企業ニュースでは、USAレアアース(USAR)が月曜日、ブラジルのレアアース鉱山会社セラ・ヴェルデを現金と株式交換で買収することに合意した。買収額は約28億ドルで、この重要鉱物生産企業はレアアース事業の強化を目指している。USAレアアースの株価は8%以上急騰した。 ブルームバーグの報道によると、Eni(E)とレプソルはベネズエラ政府と、ベネズエラ湾のペルラ油田から天然ガスを輸出する契約を締結した。液化天然ガス(LNG)の形で、浮体式ターミナルから輸送される予定だ。また、Eniはインドネシア沖のクテイ盆地でガス田を発見したと発表した。Eniの株価は1%上昇した。 セーブル・オフショア(SOC)の株価は、同社が今年4月から12月までの資産全体における設備投資額が約1億8000万ドルになるとの見通しを発表したことを受け、0.4%上昇した。
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The Nasdaq Composite and the S&P 500 fell from record highs, while oil prices climbed as traders tracked an apparent re-escalation in the Middle East conflict.The Nasdaq dropped 0.3% to 24,404.4 after a 13-day winning streak that propelled the index to fresh peaks. The S&P 500 declined 0.2% to 7,109.1. The Dow Jones Industrial Average was little changed at 49,442.6.Six of the 11 sectors were in the green, led by materials, while communication services saw the steepest drop.West Texas Intermediate crude oil was last up 5.6% at $88.58 per barrel, while Brent advanced 5.1% to $94.98.Iran took back control of the Strait of Hormuz on Saturday after opening the waterway to commercial vessels on Friday. The US and Iran have accused each other of violating a two-week ceasefire announced April 7.The US Navy on Sunday seized an Iranian-flagged vessel that tried to move past a naval blockade, President Donald Trump said in a Truth Social post."Oil prices are being whipsawed by developments in the Middle East once again, with what appears to be de-escalation quickly turning to re-escalation," ING Bank said in a report.The US is sending its negotiating team to Pakistan for a second round of peace talks, and while Iran has publicly said it doesn't plan to participate, Bloomberg News reported that Iran will be sending its delegation to Islamabad.The ceasefire with Iran ends "Wednesday evening Washington time," Trump told Bloomberg News. He said it's "highly unlikely" he would extend the two-week truce.The US-Iran ceasefire may be extended by up to two weeks, though it will take much longer to hammer out a complete peace agreement, Macquarie Group said in a note on Monday.US Treasury yields were mixed, with the 10-year rate little changed at 4.26% and the two-year rate rising 1.7 basis point to 3.73%.Some 46 S&P 500 companies have so far reported their latest quarterly financial results in the current cycle, with earnings and sales up around 32% and 13% year over year, respectively, Oppenheimer Asset Management said in a report. Ahead of the reporting season, FactSet put expected earnings growth at 12.6% from a year earlier, according to the brokerage."It's too early to draw conclusions about first-quarter results, but the quarter appears to be off to a good start," Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus said.About 94 S&P 500 companies are scheduled to release their quarterly financials this week, according the brokerage. Those include Tesla (TSLA), Intel (INTC), IBM (IBM), Texas Instruments (TXN), Philip Morris International (PM), Procter & Gamble (PG), GE Aerospace (GE), UnitedHealth Group (UNH), and RTX (RTX).In company news, QXO (QXO) has agreed to acquire insulation products company TopBuild (BLD) in a cash-and-stock deal worth roughly $17 billion, the companies said Sunday. QXO shares fell 3.1%, while TopBuild surged 19%.Sila Realty Trust (SILA) agreed to be acquired and taken private by certain affiliates of Blue Owl Capital's (OWL) real estate unit in an all-cash deal worth roughly $2.4 billion. Sila Realty shares jumped 19%, while Blue Owl rose 0.4%.Gold was last down 1% at $4,832.10 per troy ounce, while silver dropped 2.5% to $79.81 per ounce.
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Okta Insider Bought Shares Worth $267,408, According to a Recent SEC Filing
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