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The DeepSeek AI Shock was the bigger market-shaking event. Because 30 March 2026 turned out to be the bottom of the Iran War geopolitical event as measured by stock prices.

U.S. stocks looked poised for gains Tuesday as investors looked past the latest round of headlines tied to the war with Iran, a worrying rise in oil prices, and Treasury yields that suggested mounting inflation concerns. The tech sector continues to drive markets higher despite escalating tensions in the Gulf.

Stocks started the week on the back foot amid rising tensions in the largely closed Strait of Hormuz, but futures are pointing to small gains at the open today. Iran warned the U.S. about “being dragged back into quagmire.”

US equity futures edged higher on Tuesday morning as oil prices retreated from the prior session's sharp gains, offering some relief to markets rattled by the latest flare-up in the Persian Gulf. Iran launched missiles and drones at the UAE and attacked US naval vessels guiding commercial ships through the Strait of Hormuz on Monday, sending Brent crude up nearly 6%.

U.S. stocks aren't behaving as if the cease-fire with Iran is slipping quietly away amid small-boat attacks, cruise missiles, and drone strikes. Markets looks set to deliver a fresh record high for tech stocks on Tuesday.

First Trust Advisors chief economist Brian Wesbury criticizes the Federal Reserve for quantitative easing on ‘Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #economy #federalreserve #fed #inflation #inequality #money #finance #policy #interestrates #markets #economist #brianwesbury #business #growth

Hostilities between the U.S. and Iran have ramped up in the last 48 hours. The U.S.' bid to re-open the Strait of Hormuz, dubbed "Project Freedom," was nicknamed "Project Deadlock" by Iran.

Implied volatilities were mixed last week as oil prices continued to climb and the Fed came out more hawkish than expected. SPX 3M call skew (25-delta vs.

Norway will join the U.S.-led "Pax Silica initiative, a group of countries aiming to ensure reliable supply chains for AI technology, the Nordic country's government said on Tuesday.

Iraq has offered term buyers May-loading Basrah crude at steep discounts for loading inside the Strait of Hormuz, which has been largely blocked since the Iran conflict began.

HSBC Holdings on Tuesday said it's made a big push into digital assets, including a tokenized gold product that's already seen $1 billion in value traded, as the bank's stock slumped on unexpectedly high provisions.

Oil eased, U.S. stocks rallied premarket after slipping Monday and the dollar rose, with investors on edge as tensions flared in the Strait of Hormuz.

The steady increase in earnings growth expectations has led to a compression in the price-earnings multiple for the S&P 500 index. Furthermore, the growth is broader and more sustainable, Morgan Stanley argues

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 5/05/2026 00:00:24 - Oil 00:01:34 - RBA 00:02:32 - Equity -------- More on Bloomberg Television and Markets Like this video?

April's economic backdrop was shaped largely by geopolitical developments, as the conflict with Iran pushed energy prices higher and complicated what had been a gradual path toward lower inflation. While higher energy prices added inflationary pressure, underlying economic activity remained relatively resilient.

European onshore wind developers are increasingly turning to repowering existing wind farms and hybridizing assets as permitting delays and grid connection bottlenecks continue to hamper new project development. Facing these headwinds, developers are turning to repowering and hybridization strategies that leverage existing infrastructure and grid connections.

Despite all the AI hype, general mining stocks, as represented by XME, have massively outperformed the tech-heavy NASDAQ 100 ETF since late 2024. XME approximately doubled relative to QQQ from its December 2024 low to its January 2026 high.

Norway's $2.2 trillion sovereign wealth fund, the world's largest, has seen a positive return on investment this year despite a weak start as markets recovered in April, fund CEO Nicolai Tangen told a parliamentary hearing on Tuesday.

European offshore wind developers are coming to terms with a new era of caution and selectivity. Ørsted A/S has sharpened its geographical focus in offshore wind to prioritize Europe, having previously developed projects in the US and Asia.

Consumer prices were up 0.6% on year, higher than the 0.3% inflation rate in March, as the Iran war sent imported energy costs climbing.