Articles

These software stocks have turned things around and outperformed since the Iran conflict began

Some of the weakest areas of the market in 2026 have turned into outperformers since the Iran conflict began, according to Deutsche Bank Research.

Major U.S. ports navigate uncertainty as conflict with Iran threatens global shipping

American ports are far removed from the conflict in the Middle East, but they are seeing rising bunker-fuel prices and increased uncertainty.

Expect quarterly earnings reports to remain the norm even if they’re no longer required

Competitive pressure and investor demand may have more to do with how frequently public companies reveal their financial results in the future than the SEC does.

Uber’s stock powers higher as Nvidia robotaxi deal helps avert ‘doomsday’ scenario

Uber and Nvidia aim to launch autonomous ride-hailing in up to 28 cities in less than two years.

Warner Bros. says sale to Paramount is a victory for shareholders, but the biggest winners are its executives

Warner Bros. Discovery CEO David Zaslav stands to walk away with up to $1 billion, depending on how quickly the sale to Paramount closes.

Why Nvidia’s stock is shrugging off a $1 trillion revenue forecast

There are questions about how much upside is really implied by Nvidia’s new outlook. In the meantime, investors may be looking for clearer growth opportunities elsewhere.

Oil prices climb on ‘mixed signals’ as Iran conflict drags on

Global oil prices were poised to end above $100 a barrel for a fourth session in a row, as U.S. calls for help to secure the crucial waterway fall on deaf ears and reports that Iran is allowing some crude tankers to pass through the Strait of Hormuz offer a “mixed signal” for the market on the situation in the Middle East.

How CoreWeave’s ‘situationship’ with Big Tech could cause a 30% stock drop

Bernstein analysts say CoreWeave’s business could be cannibalized as Big Tech customers build their own data-center infrastructure.

Why Honeywell’s stock has dropped even as the Iran conflict has boosted munitions demand

Honeywell’s stock fell after the defense contractor said some revenue that was expected in the first quarter could be delayed until May because of shipping disruptions in the Middle East.

5 reasons Amazon’s stock could be a major AI winner

A Needham analyst thinks AI agents will help Amazon’s business, not hurt it.

Social Security benefit cuts are coming — and they will hit current retirees hard

Even as Social Security’s finances have deteriorated, voters have responded with systemic denial.

Tesla investors may have to wait even longer for a rocket-powered sports car

The unveiling of Tesla’s long-delayed Roadster has now been pushed back to “probably” late April.
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