Shares in sectors like energy, defense, shipping, and travel are set to see increased activity on Monday as tensions between Israel and Iran continue unabated for a fourth consecutive day.

Brent crude prices initially surged by as much as 5.5%, hitting $78.32 per barrel early in trading before pulling back from those gains. This price fluctuation is expected to impact energy companies such as Exxon Mobil (NYSE:XOM), Chevron (NYSE:CVX), ConocoPhillips (NYSE:COP), Occidental Petroleum (NYSE:OXY), and EOG Resources (NYSE:EOG).

The shipping industry is also bracing for shifts amid the geopolitical turmoil. In European markets, shares of AP Moller-Maersk edged up 0.6%, while Hapag-Lloyd AG climbed 1.8%. U.S.-based shipping firms likely affected include ZIM Integrated Shipping Services (NYSE:ZIM), Star Bulk Carriers (NASDAQ:SBLK), and Matson (NYSE:MATX).

Defense contractors, buoyed by expectations of increased military spending tied to the conflict, remain in focus following a strong rally last Friday. Key players to watch include Lockheed Martin (NYSE:LMT), Northrop Grumman (NYSE:NOC), RTX, General Dynamics (NYSE:GD), and L3Harris Technologies (NYSE:LHX).

On the other hand, airline stocks may come under pressure as rising crude prices generally lead to higher jet fuel costs, squeezing profit margins for carriers. Companies such as Delta Air Lines (NYSE:DAL), United Airlines, American Airlines (NASDAQ:AAL), and Southwest Airlines (NYSE:LUV) could be vulnerable.

Last Friday’s market saw travel stocks decline while energy shares rallied, reflecting investor reactions to Israel’s recent military actions against Iran.

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