Stock markets
Strait of Hormuz blockage upends global helium supply. This U.S. company could benefit
Exxon Mobil stands to gain as the Middle East war continues to squeeze global helium supply , according to UBS. The five-week-old war against Iran could pose a threat to the semiconductor sector, alongside other industries that depend on helium, such as medical imaging and space rockets. The U.S. Geological Survey estimates that before the […]
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Broadcom lands big deal for its specialty chips. Wall Street sees the stock rising as much as 80%
Wall Street is buying the long-term bull case for Broadcom after the semiconductor firm deepened its relationship with Anthropic and signed a deal with Google . Under its latest agreement with Anthropic , Broadcom will supply multiple gigawatts of next-generation tensor processing unit capacity for the Claude maker’s artificial intelligence infrastructure. The semiconductor supplier also […]
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Stocks making the biggest moves premarket: Broadcom, UnitedHealth, Casey’s General Stores and more
Check out the companies making headlines before the bell: Broadcom , Alphabet — Broadcom on Monday said it agreed to supply artificial intelligence chips for Google and signed an expanded deal with Anthropic to give the AI startup about 3.5 gigawatts worth of computing capacity from Google’s AI processors. Broadcom shares gained 3%, while Alphabet […]
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S&P 500 futures are little changed as Trump’s deadline to reopen Strait of Hormuz nears: Live updates
A television station broadcasts a news conference with US President Donald Trump on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, April 6, 2026. Michael Nagle | Bloomberg | Getty Images S&P 500 futures were little changed on Monday night as President Donald Trump’s Tuesday deadline for Iran […]
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Upstart Wall Street research firm says it sent an analyst to Strait of Hormuz. Here’s what they learned
A satellite view of the Strait of Hormuz, a strategic waterway between Iran and Oman that links the Persian Gulf to the Arabian Sea. Gallo Images | Getty Images As the world’s oil traders parsed satellite images and official statements for clues on the fate of the Strait of Hormuz, one research firm seems to […]
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Yardeni says next two trading days will test his call that the market bottom is in
Ed Yardeni expects that the volatile stock market has put in a bottom as geopolitical tumult often leads to buying opportunities. However, he concedes that nothing is certain as investors continue to watch the war-induced gyrations on Wall Street. The head of Yardeni Research last week said the S & P 500 ‘s 9.1% retreat […]
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S&P 500 rises as investors await possible Iran and U.S. ceasefire: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on April 2, 2026. Charly Triballeau | Afp | Getty Images The S&P 500 rose on Monday following a winning week as oil prices pulled back, with traders weighing the odds that the U.S.-Iran war could […]
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Stocks making the biggest moves premarket: Netflix, Soleno Therapeutics, Strategy & more
Check out the companies making the biggest moves premarket: Netflix — The streaming platform climbed 1.5% after a Goldman Sachs upgrade to buy from neutral. The bank said it sees Netflix as continuing to be the leader in content acquisition and development, and a high chance for multiyear capital return back to shareholders. Soleno Therapeutics […]
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Avoid these stocks in the second quarter, says Piper Sandler
With the second quarter in full swing, Piper Sandler compiled a list of stocks to avoid during the period. Many of the factors that shaped stock performance during the first quarter persist into the second. The war with Iran has caused oil prices to rise and energy stocks to swell. The State Street Energy Select […]
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Soaring energy costs are rattling investors. Why the ‘food price shock’ could be worse
Surging energy prices amid the Iran war are worrying Wall Street, but UBS warned that higher food costs could follow. Since the start of the conflict in the Middle East, international Brent crude futures have surged 50%, while West Texas Intermediate futures have gained 66%. UBS economist Arend Kapteyn said the energy jump is subsequently […]
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