(https://www.marketwatch.com/story/exxonmobil-chevrons-combined-profits-quadrupled-in-three-months-as-the-iran-war-raged-a6e8da62?mod=mw_rss_topstories) — $26B in three months is breathtaking. But the room is celebrating the wrong beneficiary. Airlines and logistics operators like $UAL posted guidance hikes *despite* $6B fuel headwinds last quarter. That's the real quality signal: pricing power under fire.

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