Surging Oil Prices Spark Market Jitters

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 9 March 2026

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Motley Fool’s Hidden Gems team discusses some historical disruptions in the energy market, explaining why they’re facing the uncertainties with timeless Motley Fool investing principles. The team also talks about how trends in semiconductors are reshaping the S&P 500, as well as looking at why Hims and Hers stock is soaring. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Oil’s rapid price increase and market jitters. -The S&P 500 reshuffling. -Trends in AI and data centers. -Hims and Hers stock’s big jump. Companies discussed: OXY, VRT, LITE, COHR, SATS, MTCH, MOH, LW, PAYC, ORCL, HIMS, NVO Host: Jon Quast Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Surging oil prices spark some market jitters. This is Motley Fool Money.
0:09.6	Welcome to Motley Full Money with the Hidden Gems team.
0:23.5	I'm John Quas, joined today by Foolish contributors, Rachel Warren and Matt Frankel.
0:29.2	On the show today, we're going to talk about some changes that are happening in the S&P 500,
0:33.1	as well as some seemingly important news for Hems and Hers stock.
0:37.1	But first, let's go ahead and start
0:39.2	with the big news of the weekend. Oil prices surged over $100 per barrel. For perspective,
0:46.3	it hasn't been above 100 since 2022. And it started the year below $60 a barrel. So this is a big jump.
0:54.8	It's actually one of the sharpest increases in history.
0:58.0	And that's making some investors nervous.
1:00.4	I was looking at the Fear and Greed Index just this morning, and it's hitting extreme fear
1:05.7	levels.
1:07.1	And I think some investors might say, look, okay, yeah, it's going to cost more to fill up my car,
1:12.8	maybe next time I go to fill up for gas. But what is it about these high oil prices that really
1:18.6	change my life, that really impact things? Why are investors panicking this morning?
1:25.3	Yeah, there's typically a few reasons that we see investors and therefore
1:29.1	the market shows signs of panic when there's a rapid surge in oil prices. So one of the major
1:35.0	reasons is most companies are essentially energy consumers, right? So higher oil prices,
1:40.4	it raises the cost of things like manufacturing, shipping, even powering the massive AI
1:46.3	data centers that are currently driving the tech boom. And then there's, of course, the concern
1:50.7	that if this is a long-term durable trend, this would make a company's expenses go up. There's
1:56.4	the concern that some of the businesses might struggle to raise their own prices fast enough. This
	...

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