Risk Appetite Returns on Iran Deal Hopes and SpaceX IPO
Markets finished the week on a stronger footing as hopes for a U.S.-Iran peace agreement pushed oil prices lower and helped lift equities.
Global Conflict, Local Consequences: How Higher Energy Costs Are Affecting the Mid-South
For much of the past two years, investors have watched inflation gradually move lower from its post-pandemic highs. However, recent economic data suggests inflation pressures are reemerging, driven in large part by rising energy costs linked to the ongoing conflict involving the United States, Israel, and Iran.
Oil Shock and AI Profit-Taking Drag Stocks Lower
Stocks finished sharply lower Wednesday as renewed US-Iran tensions pushed oil prices higher and revived concerns that energy-driven inflation could complicate the Federal Reserve’s policy path.
Tech Rotation Knocks Nasdaq as Broader Market Holds Up
Stocks finished mixed Tuesday as investors rotated out of high-flying technology and semiconductor shares and into broader areas of the market tied to improving growth prospects.
AI Rebound Helps Stocks Regain Footing After Sharp Selloff
Wall Street recovered from Friday’s steep decline as dip buyers returned to the AI trade, led by a sharp rebound in semiconductor shares.
AI Selloff Ends Wall Street’s Winning Streak
Stocks sold off sharply Friday as a hotter-than-expected May jobs report pushed Treasury yields higher and forced investors to reassess the Fed path, with markets increasingly pricing in the possibility of a rate hike rather than cuts.
Oil Spike and Fed Worries Break Stock Rally
Stocks pulled back Wednesday as escalating US-Iran tensions pushed oil higher, lifted Treasury yields, and revived concerns that energy-driven inflation could force the Fed to stay hawkish. The S&P 500 ended a nine-day winning streak, while weakness in software and large-cap tech weighed on broader risk sentiment.
AI Trade Extends Record Run as Geopolitical Hopes Support Risk Appetite
U.S. stocks pushed to fresh records Tuesday as renewed enthusiasm around artificial intelligence continued to outweigh concerns about elevated energy prices, geopolitical risk, and inflation.
Stocks Extend Historic Rally as Peace Hopes and AI Momentum Lift Risk Appetite
U.S. stocks finished higher, with the S&P 500 extending its weekly winning streak to nine as investors leaned into hopes for a U.S.-Iran ceasefire extension and continued strength in the AI trade.
Stocks Climb to Records as Truce Hopes Ease Oil Shock
U.S. stocks pushed to fresh all-time highs as reports of a tentative U.S.-Iran ceasefire extension helped ease fears of deeper energy-supply disruption, sending Treasury yields lower and taking some pressure off oil.
Stocks Stall as Iran Deal Signals Whipsaw Oil and Risk Appetite
Stocks ended mixed and largely flat Wednesday as traders weighed conflicting signals on U.S.-Iran negotiations and the potential reopening of normal shipping through the Strait of Hormuz.
Stocks Climb as Iran Peace Hopes Lift Risk Appetite
Stocks started the holiday-shortened week on firmer footing, with the S&P 500 reaching a record high as investors leaned into hopes that US-Iran peace talks could prevent a broader energy shock.