Chevron (NYSE:CVX), Marathon Petroleum (NYSE:MPC), NVIDIA (NASDAQ:NVDA), Exxon Mobil (NYSE:XOM)

The stock market is sending two messages at the same time, and that is exactly why it looks stronger — and stranger — than it probably should.That is the straightforward part of the story. When supply risk rises and crude jumps, investors reach for the companies most directly positioned to benefit.Nvidia, AI Brigade Defy The Oil ShockThe other message is coming from technology, and it should be pulling in the opposite direction. Higher oil usually feeds inflation anxiety, pushes out rate-cut expectations, a ...