Frontline (FRO +0.46%), RTX (RTX -0.10%), and ExxonMobil (XOM -1.16%) 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.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends RTX. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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