Analysts say doubts over stability of the ceasefire and damage to production sites mean the energy crisis is far from over Middle East crisis – live updates If the US-Israeli ceasefire with Iran holds, it could offer the clearest hope of an end to the energy crisis since Iran’s Revolutionary Guards assumed control of the strait of Hormuz after the conflict began 40 days ago. But analysts fear that...
Analysts say doubts over stability of the ceasefire and damage to production sites mean the energy crisis is far from over Middle East crisis – live updates If the US-Israeli ceasefire with Iran holds, it could offer the clearest hope of an end to the energy crisis since Iran’s Revolutionary Guards assumed control of the strait of Hormuz after the conflict began 40 days ago. But analysts fear that for hundreds of tankers stranded in the Gulf, any detente between the White House and Tehran will not be enough to return the flow of oil, gas, chemicals and other vital items to pre-crisis levels. Continue reading...
This morning’s relief rally over a US-Iran ceasefire is already running into some roadblocks. Saudi Arabia’s key east-west oil pipeline was hit by a drone . Everyone is waiting to see how any talks emerge, and how many ships make it through the Strait of Hormuz - Bloomberg Economics’ take is that the two-week ceasefire offers only “temporary relief”. The international world order has changed irrev...
This morning’s relief rally over a US-Iran ceasefire is already running into some roadblocks. Saudi Arabia’s key east-west oil pipeline was hit by a drone . Everyone is waiting to see how any talks emerge, and how many ships make it through the Strait of Hormuz - Bloomberg Economics’ take is that the two-week ceasefire offers only “temporary relief”. The international world order has changed irrevocably, as this tour de force by our political editor Alex Wickham shows . It’s a pretty depressing read. President Donald Trump’s campaign has suffered a “strategic setback,” he says, “bolstering China and Russia while squandering American strengths.” There will be implications for the war in Ukraine, for the resilience of NATO, for Gulf states’ willingness to trust the US and so on. Short term, Keir Starmer’s prospects are extended - but with oil still higher than before the war; and Iran wanting to charge for access to the Strait of Hormuz, the prime minister will know that the aftershocks will be severe when they come. You can see below in this graph from our political team that Starmer could be safe in the immediate aftermath of May’s election results. Before the war, it was as close to certain as anything in politics ever is that the election would see him challenged. The conflict has also changed Starmer’s political offering. Long gone is his strategic pose as a Trump Whisperer and now we have more of a Trump Baiter, trying to emulate other European leaders like Spain’s Pedro Sanchez . In a party political broadcast last night, Labour leaned into this identity explicitly , contrasting the PM’s decision to keep his distance with the choice by Kemi Badenoch and Nigel Farage to support US actions: “If they’d been in government, we would be in a war without a plan,” Starmer told voters. These bar charts show you - a growing number of Britons oppose the actions in the Middle East. As we wondered in the Readout a few weeks back, and as Alex reported last week, Starmer find...
In this episode of Rule Breaker Investing, David Garner shares his insights on: To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. Continue reading
In this episode of Rule Breaker Investing, David Garner shares his insights on: To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. Continue reading
The broad stock market was soaring today in response to news of a two-week ceasefire with Iran that includes reopening the Strait of Hormuz. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) was among the winners, benefiting from a risk-on appetite in response to the detente. Though Alphabet doesn't have direct exposure to Iran or even high oil prices, it is one of the companies most exposed to the health o...
The broad stock market was soaring today in response to news of a two-week ceasefire with Iran that includes reopening the Strait of Hormuz. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) was among the winners, benefiting from a risk-on appetite in response to the detente. Though Alphabet doesn't have direct exposure to Iran or even high oil prices, it is one of the companies most exposed to the health of the global economy because of its size and focus on digital advertising. As of 11:31 a.m. ET, the stock was up 3.7%, outpacing the Nasdaq Composite's gain of 2.6%. Continue reading
Penguin Solutions, Inc. (PENG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Penguin Solutions, Inc. (PENG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Iren (NASDAQ: IREN) could become one of the market's most explosive AI infrastructure stories, but the bullish thesis still depends on a build-out that is far from finished. That mix of huge upside, real execution risk, and premium valuation is what makes the stock so hard to ign
Iren (NASDAQ: IREN) could become one of the market's most explosive AI infrastructure stories, but the bullish thesis still depends on a build-out that is far from finished. That mix of huge upside, real execution risk, and premium valuation is what makes the stock so hard to ign
在美国和伊朗同意实行两周停火、以换取德黑兰重新开放霍尔木兹海峡后，投资者争相买入股票，欧洲股市创下四年多来最大涨幅。 截至收盘，斯托克欧洲600指数上涨3.9%，创2022年3月份以来最大单日涨幅。在战争期间跌幅最大的股票录得一些最大涨幅。易捷航空和途易集团均上涨逾10%，旅游和观光类股领涨该指数。能源板块是唯一下跌的板块。 AJ Bell市场主管Dan Coatsworth表示：“投资者正试图押...
在美国和伊朗同意实行两周停火、以换取德黑兰重新开放霍尔木兹海峡后，投资者争相买入股票，欧洲股市创下四年多来最大涨幅。 截至收盘，斯托克欧洲600指数上涨3.9%，创2022年3月份以来最大单日涨幅。在战争期间跌幅最大的股票录得一些最大涨幅。易捷航空和途易集团均上涨逾10%，旅游和观光类股领涨该指数。能源板块是唯一下跌的板块。 AJ Bell市场主管Dan Coatsworth表示：“投资者正试图押注市场情绪的转变，买入近几周遭受重创的一切资产，同时卖出那些表现良好的资产。” 这项协议为美国和伊朗达成一项长期协议、结束这场已引发全球能源危机的冲突争取了时间。市场中的大规模空头头寸，以及系统性投资者的看空仓位，也放大了这轮涨势。 巴克莱策略师表示，随着对冲基金和商品交易顾问基金撤除为对冲战争而建立的保护性仓位，股票市场可能会经历一次“强劲的轧空”。 责任编辑：李桐
Shares of e.l.f Beauty (NYSE: ELF) got crushed in March's trading. The cosmetics specialist's stock fell 34.2% in a month that saw strong bearish momentum for the broader market. The S&P 500 index fell 5.1% across the stretch, and the Nasdaq Composite declined 4.8%. The stock market faced pressures connected to the war in Iran last month, and e.l.f. Beauty saw outsized sell-offs. The stock also sa...
Shares of e.l.f Beauty (NYSE: ELF) got crushed in March's trading. The cosmetics specialist's stock fell 34.2% in a month that saw strong bearish momentum for the broader market. The S&P 500 index fell 5.1% across the stretch, and the Nasdaq Composite declined 4.8%. The stock market faced pressures connected to the war in Iran last month, and e.l.f. Beauty saw outsized sell-offs. The stock also saw pullbacks in conjunction with new coverage from analysts . Image source: Getty Images. Continue reading
aydinmutlu/iStock via Getty Images Shares of a broad swath of U.S. industrial companies surged to 52-week highs on Wednesday, as markets rallied following a ceasefire agreement between the United States and Iran, easing geopolitical tensions that had weighed on investor sentiment. The gains were particularly pronounced among companies tied to infrastructure, electrification and defense-adjacent en...
aydinmutlu/iStock via Getty Images Shares of a broad swath of U.S. industrial companies surged to 52-week highs on Wednesday, as markets rallied following a ceasefire agreement between the United States and Iran, easing geopolitical tensions that had weighed on investor sentiment. The gains were particularly pronounced among companies tied to infrastructure, electrification and defense-adjacent end markets, highlighting how investors are rotating into businesses with both cyclical upside and long-term structural demand drivers. Among the notable movers hitting fresh highs were Babcock & Wilcox ( BW ), BWX Technologies ( BWXT ), Comfort Systems USA ( FIX ), Curtiss-Wright ( CW ), ESCO Technologies ( ESE ), ITT Inc. ( ITT ), MasTec ( MTZ ), Modine Manufacturing ( MOD ), MYR Group ( MYRG ), Powell Industries ( POWL ), Preformed Line Products (PLP), Spire Global ( SPIR ), Vertiv Holdings ( VRT ) and Westinghouse Air Brake Technologies ( WAB ). Market rally with a clear tilt The ceasefire catalyst helped drive a broad risk-on move, but the concentration of new highs within this group points to a more targeted theme. Many of these companies sit at the intersection of three powerful trends: the buildout of AI-driven data centers, electrification of the grid and increased geopolitical focus on domestic infrastructure and defense resilience. Investors appear to be rewarding firms with exposure to large-scale capital spending cycles that are already underway and, in many cases, accelerating. AI infrastructure emerges as a unifying thread A key common denominator is exposure to the physical infrastructure behind artificial intelligence. Companies such as Vertiv, Modine, Comfort Systems and Powell Industries provide cooling systems, power management and electrical equipment essential for hyperscale data centers. As major technology companies race to expand capacity for AI workloads, demand for these systems has surged, driving strong revenue growth, expanding margins and record...