jill carey hall, thank you for joining us with the call look at oil dipping below $100 a barrel earlierhis month let's bring in raymond james energy and clean tech analyst. pavel, has oil peaked? >> if the war ends as we hope it will, then oil prices will subside. absolutely look, between -- >> it's not ending though. >> between the first day of the war and the highs of last week, oil was up 40% of course, that's not sustainable. and any cease-fire, not to mention a more durable peace agreement, would lead to more manageable prices. but let's remember, even before the fighting began, oil was close to $90 a barrel, which was still an eight-year high >> we just had a call from a wolf research analyst saying some of the oil stocks he says still represent deep value what's happened to valuations since the spike in oil prices and the stocks have been the best performing sector of the year, up 33% >> that's right. but this is the important point. so spot oil prices is what we see in our screen. when we say oil is up 40% since the war began, that's the spot price. the futures curve is nowhere

. >> well, jill carey hall, we appreciate your insights and your research. >>> david, just taking another check on the markets we are in rally mode again today. the dow is up 253 points s&p is up 33 points. 4,609 is where it is trading, and the nasdaq is up 1.1%. we're actually on pace for our first positive month of gains since the start of the year. i can't believe it, we're already talking about the end of the month and the end of the first quarter. >> yeah. earning season is soon to come, as well. as you know, morgan, important test for the market. notable prmoves today, apple has been up 11 straight sessions, now in the green for the year. actually just negative for the year by 0.22%. tesla up again i am seeing a bid for some of thenames, so to speak, in ev, with rivian up 12.5% or more this morning still down 50% for the year. that'll do it for "squawk on the street." "tech check" starts now. >>> good tuesday morning welcome to "tech check." i'm carl quintanilla with jon fortt. dierdre has th