Oil Shock Rotation: Energy Rallies While the Rest of the Market Grinds Lower

For everyday investors, this is turning into an oil‑driven, choppy market, not a full‑blown crash: indexes slipped a bit, but under the surface money is quietly rotating.

Energy stocks are the clear winners (sector up about 1.6% today, ~30%+ over 3 months) as Iran‑related supply worries push oil above $115 and squeeze gasoline and diesel prices.

Most other areas leaned red: cyclicals, materials, staples and health care fell; tech was slightly up; small caps and high‑beta names actually outperformed, showing nerves but not panic.