What happened?

A number of stocks jumped in the morning session after crude oil prices fell as President Trump played down the chance of new strikes on Iran. CNBC reported that Brent crude dropped 0.75% to $97.57 a barrel, and West Texas Intermediate slipped 0.4% to $90.45. Trump said he was highly unlikely to order fresh attacks on Iran if talks to end the conflict kept progressing. Attacks on ships near the Strait of Hormuz kept supply concerns in focus.

CNBC also cited UBS, which said oil flows out of the Middle East are still elevated and are weighing on the physical market. A lower crude price can mean less cash from each barrel for oil and gas producers. That is a headwind for the energy group. Cheaper fuel can help heavy users of fuel, so the same move does not land the same way on every name in the group.

Supporting the positive action, the major indices rebounded as investors stepped in to buy the dip following the previous week's post-election tech rout

The rebound follows a steep slide late last week when Democratic midterm victories sparked fears of tighter legislative curbs on artificial-intelligence data centers and capital spending.

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:

• Downstream refining & marketing company CVR Energy (NYSE: CVI) jumped 4.1%.
• Oilfield services company Liberty Energy (NYSE: LBRT) jumped 5.4%. Is now the time to buy Liberty Energy? Access our full analysis report here, it’s free.
• Oilfield services company ProPetro (NYSE: PUMP) jumped 3.5%. Is now the time to buy ProPetro? Access our full analysis report here, it’s free.
• Mixed or offshore upstream E&P company Green Plains (NASDAQ: GPRE) jumped 3.1%. Is now the time to buy Green Plains? Access our full analysis report here, it’s free.
• Mixed or offshore upstream E&P company Solaris Energy Infrastructure (NYSE: SEI) jumped 6.3%. Is now the time to buy Solaris Energy Infrastructure? Access our full analysis report here, it’s free.

Zooming in on Solaris Energy Infrastructure (SEI)

Solaris Energy Infrastructure’s shares are extremely volatile and have had 75 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 5 days ago when the stock dropped 18.5% on the news that crude oil benchmarks retreated following U.S. midterm election results and shifting foreign policy developments concerning Iran. CNBC reported that both Brent and West Texas Intermediate crude benchmarks dropped alongside European natural gas prices as investors weighed the broader market implications of a Democratic sweep of Congress.

Traders closely analyzed potential policy shifts alongside changing expectations regarding diplomatic pathways versus renewed military strikes involving Iran. Geopolitical tensions in key crude-producing regions often inject an uncertainty premium into commodity prices, and signals pointing toward diplomacy can quickly alleviate supply tightness concerns. Because integrated oil producers and exploration companies rely directly on robust benchmark pricing to sustain upstream cash flows and revenue growth, the retreat in commodity futures put downward pressure across energy equities.


Supporting the positive action, the major indices rebounded as investors stepped in to buy the dip following the previous week's post-election tech rout

The rebound follows a steep slide late last week when Democratic midterm victories sparked fears of tighter legislative curbs on artificial-intelligence data centers and capital spending.

Solaris Energy Infrastructure is up 26.1% since the beginning of the year, but at $63.37 per share, it is still trading 23.5% below its 52-week high of $82.88 from June 2026. Investors who bought $1,000 worth of Solaris Energy Infrastructure’s shares 5 years ago would now be looking at an investment worth $7,581.

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