Frontline (FRO +1.01%), RTX (RTX -0.17%), and ExxonMobil (XOM +0.17%) are benefiting from scarce tankers, depleted missile inventories, and higher oil prices. While these opportunities carry sharply different risks, a ceasefire could reveal which stock has durable demand and which two were primarily riding a temporary war premium.
Stock prices used were the market prices of July 25, 2026. The video was published on Aug. 4, 2026.





