Ceasefire Euphoria Sends Dow Up 1,325 Points — But 800 Ships Are Still Stuck in the Strait

Ticker ratings and analysis
Ticker	Rating	Entry Price	Current	$ Gain	% Gain
SHW SHERWIN WILLIAMS CO	buy	$335.66	-	-	-
CAT CATERPILLAR INC	buy	$769.26	-	-	-
HD HOME DEPOT, INC.	buy	$335.70	-	-	-
GS GOLDMAN SACHS GROUP INC	buy	$904.96	-	-	-
XOM EXXON MOBIL CORP	sell	$156.39	-	-	-
META Meta Platforms, Inc.	buy	$616.08	-	-	-
LEVI LEVI STRAUSS & CO	buy	$21.86	-	-	-
TSLA Tesla, Inc.	hold	$341.25	-	-	-
STX Seagate Technology Holdings plc	buy	$492.61	-	-	-
WDC WESTERN DIGITAL CORP	buy	$337.10	-	-	-
APP AppLovin Corp	buy	$392.78	-	-	-
HOOD Robinhood Markets, Inc.	buy	$71.53	-	-	-
DVN DEVON ENERGY CORP/DE	buy	$47.97	-	-	-

Ticker

Rating

Entry Price

Current

$ Gain

% Gain

SHW

SHERWIN WILLIAMS CO

buy

$335.66

CAT

CATERPILLAR INC

buy

$769.26

HOME DEPOT, INC.

buy

$335.70

GOLDMAN SACHS GROUP INC

buy

$904.96

XOM

EXXON MOBIL CORP

sell

$156.39

META

Meta Platforms, Inc.

buy

$616.08

LEVI

LEVI STRAUSS & CO

buy

$21.86

TSLA

Tesla, Inc.

hold

$341.25

STX

Seagate Technology Holdings plc

buy

$492.61

WDC

WESTERN DIGITAL CORP

buy

$337.10

APP

AppLovin Corp

buy

$392.78

HOOD

Robinhood Markets, Inc.

buy

$71.53

DVN

DEVON ENERGY CORP/DE

buy

$47.97

Ticker ratings and analysis
Ticker	Rating	Entry Price	Current	$ Gain	% Gain
SHW SHERWIN WILLIAMS CO	buy	$335.66	-	-	-
CAT CATERPILLAR INC	buy	$769.26	-	-	-
HD HOME DEPOT, INC.	buy	$335.70	-	-	-
GS GOLDMAN SACHS GROUP INC	buy	$904.96	-	-	-
XOM EXXON MOBIL CORP	sell	$156.39	-	-	-
META Meta Platforms, Inc.	buy	$616.08	-	-	-
LEVI LEVI STRAUSS & CO	buy	$21.86	-	-	-
TSLA Tesla, Inc.	hold	$341.25	-	-	-
STX Seagate Technology Holdings plc	buy	$492.61	-	-	-
WDC WESTERN DIGITAL CORP	buy	$337.10	-	-	-
APP AppLovin Corp	buy	$392.78	-	-	-
HOOD Robinhood Markets, Inc.	buy	$71.53	-	-	-
DVN DEVON ENERGY CORP/DE	buy	$47.97	-	-	-

This week's market narrative basically wrote itself: a last-minute US-Iran ceasefire agreement — brokered, of all people, by Pakistan — sent the Dow up 1,325 points, the S&P 500 up 2.51%, and oil to its biggest single-day drop since COVID. The top Dow gainers told the whole story — $SHW, $CAT, $HD, and $GS all surged on bets that falling oil means falling rates means housing thaws out. Meanwhile $XOM got obliterated, down 6% of global production in a single session. Brutal day to be long crude.

Here's the catch: WTI is still sitting above $96/barrel — up roughly 40% from pre-conflict levels — and only 15 tankers are moving through Hormuz versus the 60-70 needed for normal flow. CIBC's Rebecca Babin says restoration takes 1-3 months minimum even in a best-case scenario. Wells Fargo's Schumacher went on camera to say markets are getting "too sanguine, too quickly" — and he's not wrong that bonds only recovered a third of their losses while stocks recovered two-thirds. That's a disconnect worth watching.

Bright spots in the chaos: $LEVI dropped a genuinely good earnings report — 9% organic growth, 14% reported, Beyoncé and Rosé from Blackpink driving brand heat, and tops up 13%. $META gained 6.5% after debuting MuseSpark, its new closed-source AI model. And Tom Lee at Fundstrat is calling the S&P bottom in, targeting 7,300 by year-end. The bull and bear cases have never been louder at the same time — which, honestly, sounds about right for a war week in April.

Ceasefire Euphoria Sends Dow Up 1,325 Points — But 800 Ships Are Still Stuck in the Strait

Ticker Ratings

Ceasefire Euphoria Sends Dow Up 1,325 Points — But 800 Ships Are Still Stuck in the Strait

Ticker Ratings

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