Commercial Vehicle Group and Advanced Energy Shares Are Soaring, What You Need To Know Weixin Lin / June 12, 2026 What Happened? A number of stocks jumped in the afternoon session after Trump's Iran peace signal offered more credible prospect of ending a three-month supply-chain disruption that squeezed manufacturers, logistics companies, and commodity processors since the Strait of Hormuz effectively closed in late February. Cyclical stocks led the broader rally, with the VIX falling 12.5% to 19.44, a sign that investors were broadly repricing geopolitical risk lower. The Strait handles roughly 20% of global seaborne oil; its closure forced rerouting at significant cost while elevating energy-input costs for industrial producers. Lower oil, WTI at $87.71 from a wartime peak near $100, directly reduces operating costs across manufacturing, chemicals, and transportation. The rate hike probability falling from 51% to 36% additionally improved the financing environment for capital-intensive industrials that have deferred investment decisions. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: - Heavy Transportation Equipment company Commercial Vehicle Group (NASDAQ:CVGI) jumped 7.9%. Is now the time to buy Commercial Vehicle Group? Access our full analysis report here, itâs free. - Electronic Components company Advanced Energy (NASDAQ:AEIS) jumped 4.1%. Is now the time to buy Advanced Energy? Access our full analysis report here, itâs free. Zooming In On Commercial Vehicle Group (CVGI) Commercial Vehicle Groupâs shares are extremely volatile and have had 57 moves greater than 5% over the last year. In that context, todayâs move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was 3 months ago when the stock gained 23.2% on