What Happened?
A number of stocks jumped in the morning session after markets rebounded, driven by stabilizing oil prices and reports that President Trump was considering an end to the military conflict in Iran.
According to The Wall Street Journal, the president communicated to aides his willingness to de-escalate military hostilities, even if the strategically important Strait of Hormuz remained partially closed. This news helped soothe investor concerns about a prolonged conflict and its potential to spike energy costs, which can impact industrial operations and consumer spending. The positive shift in sentiment was reflected across major indexes, with the S&P 500 jumping over 1% as oil prices retreated from their recent highs.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
- Electrical Systems company Vertiv (NYSE: VRT) jumped 3.5%. Is now the time to buy Vertiv? Access our full analysis report here, it’s free.
- Gas and Liquid Handling company Flowserve (NYSE: FLS) jumped 3.3%. Is now the time to buy Flowserve? Access our full analysis report here, it’s free.
- Engineering and Design Services company EMCOR (NYSE: EME) jumped 3.6%. Is now the time to buy EMCOR? Access our full analysis report here, it’s free.
- Construction Machinery company Terex (NYSE: TEX) jumped 3.9%. Is now the time to buy Terex? Access our full analysis report here, it’s free.
- Construction Machinery company Caterpillar (NYSE: CAT) jumped 3.6%. Is now the time to buy Caterpillar? Access our full analysis report here, it’s free.
Zooming In On Terex (TEX)
Terex’s shares are very volatile and have had 20 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was about 21 hours ago when the stock dropped 3.2% on the news that markets reacted to President Trump's threat to "completely obliterate" Iran's energy infrastructure and the critical Kharg Island hub.
The ultimatum raised the specter of a total energy supply shock. Notably, Kharg Island handles 90% of Iran's crude exports. The escalating rhetoric, including potential ground force deployment to seize fuel hubs, drove a flight to safety.
Terex is up 2.8% since the beginning of the year, but at $56.57 per share, it is still trading 18.6% below its 52-week high of $69.51 from February 2026. Investors who bought $1,000 worth of Terex’s shares 5 years ago would now be looking at an investment worth $1,228.
ALSO WORTH WATCHING: Nvidia’s Quiet Partner. Nvidia’s chips cost a hundred grand. The connectors that make them work cost even more. One company makes them all.
Every AI server needs specialized infrastructure the chip companies don’t make. High-speed cables. Power connectors. Thermal sensors. This 90-year-old company built a monopoly on it. The AI boom just started. This stock is still flying under the radar. Claim The Stock Ticker Here for FREE.
