The US has indicated to European allies that any further loosening of sanctions on Russian oil would be mostly limited to supplies to India, according to people familiar with the matter. President Donald Trump suggested on Monday that he could remove “certain oil-related sanctions to reduce prices,” but didn’t offer additional specifics beyond acknowledging he had discussed the topic with Russian ...
The US has indicated to European allies that any further loosening of sanctions on Russian oil would be mostly limited to supplies to India, according to people familiar with the matter. President Donald Trump suggested on Monday that he could remove “certain oil-related sanctions to reduce prices,” but didn’t offer additional specifics beyond acknowledging he had discussed the topic with Russian President Vladimir Putin in a phone call earlier the same day. The US has already granted a waiver for India to import Russian oil that is at sea. In a call between Group of Seven finance ministers on Monday, the US emphasized that the India decision was “very much contained both in terms of time and scope of the measures,” said European Union Economy Commissioner Valdis Dombrovskis . “They do not expect substantial impact of this on Russian oil revenues,” Dombrovskis said at a press conference on Monday evening, after earlier joining the G-7 call. The US stressed that any additional relaxation of sanctions would be similarly tailored, said the people familiar, who spoke on condition of anonymity. They also cautioned that any final decision was for Trump to make. Oil production cuts in the Middle East are deepening as the crucial Strait of Hormuz waterway remains at a near-standstill. The shutdowns drove oil toward $120 a barrel on Monday. US Told G-7 That Russian Sanctions Waivers Would be Limited Trump Signals Possible End to War, Floats Removing Oil Sanctions Gulf Oil Giants Deepen Output Cuts as Ships Avoid Hormuz Trump on Monday said the US and Israel were making significant progress in their war on Iran and could end the conflict “very soon,” curtailing the oil-price surge. But as the war drags on, the G-7 nations said Monday they stood ready to release strategic oil reserves if needed. However, some member nations believe the conditions for such a release have not been reached yet, the people familiar said. G-7 leaders may hold a call later this week to discuss the w...
Traders work on the floor of the American Stock Exchange (AMEX) at the New York Stock Exchange (NYSE) in New York, US, on Monday, March 9, 2026. Michael Nagle | Bloomberg | Getty Images Stock futures reversed course to tick higher early Tuesday after major averages swung sharply in a volatile session and traders kept a close eye on the latest developments out of Iran. Futures tied to the Dow Jones...
Traders work on the floor of the American Stock Exchange (AMEX) at the New York Stock Exchange (NYSE) in New York, US, on Monday, March 9, 2026. Michael Nagle | Bloomberg | Getty Images Stock futures reversed course to tick higher early Tuesday after major averages swung sharply in a volatile session and traders kept a close eye on the latest developments out of Iran. Futures tied to the Dow Jones Industrial Average added 197 points, or 0.4%. S&P 500 futures jumped 0.4%, while Nasdaq 100 futures gained 0.5%. Futures tied to all three indexes had earlier been trading in negative territory. President Donald Trump on Monday evening said, "We're achieving major strides toward completing our military objective," reinforcing his comments from earlier in the session that the military campaign could soon end. Speaking at a press conference at his golf club near Miami, Trump also said, "We are also focused on keeping energy and oil flowing to the world." In regular trading on Monday, stocks staged a stunning comeback from their session lows. The 30-stock Dow added about 239 points, or 0.5%, rebounding from a loss of nearly 900 points. The S&P 500 closed 0.8% higher after falling as much as 1.5% during the regular session. The Nasdaq Composite similarly reversed course and finished higher by nearly 1.4%. The swift turnaround in the regular session came after Trump told CBS' senior White House correspondent Weijia Jiang that "the war is very complete, pretty much." The president also told CBS News that the U.S. is "very far" ahead of his previously stated timeframe of four to five weeks and that he is "thinking about" taking over the Strait of Hormuz. However, the president said the war would not come to an end this week. Following Trump's comments, West Texas Intermediate crude fell to $81 a barrel, after hitting above $100 per barrel in overnight trading to more than $119. The price for a barrel of Brent crude, the international standard, pulled back to $84 a barrel. Oil pri...
Robinhood (HOOD +3.03%) has already proven it can survive volatility. In 2025, the company restored profitability, diversified revenue, and earned inclusion in the S&P 500. But survival is no longer the question. The real question is where Robinhood could be by 2029 -- and whether it evolves into a durable fintech compounder or remains a high-beta trading platform tied to market cycles. Three year...
Robinhood (HOOD +3.03%) has already proven it can survive volatility. In 2025, the company restored profitability, diversified revenue, and earned inclusion in the S&P 500. But survival is no longer the question. The real question is where Robinhood could be by 2029 -- and whether it evolves into a durable fintech compounder or remains a high-beta trading platform tied to market cycles. Three years is long enough for structure to change. It's also short enough that execution, not ambition, will determine the outcome. From transaction engine to financial platform In the most constructive scenario, Robinhood completes its transition from a transaction-driven brokerage to a relationship-driven financial platform. That would mean recurring revenue becomes the dominant driver of results. Subscriptions, interest income, card products, and lending would outweigh trading volatility. Multi-product adoption would rise steadily, and assets per funded account would increase as customers mature financially. Under this scenario, operating margins would hold even during quieter market periods. The reason is that when recurring revenue scales meaningfully, earnings volatility naturally declines. What's more, when volatility decreases, valuation stability tends to follow. In that scenario, Robinhood's identity shifts. It stops behaving like a momentum stock and starts trading more like a scaled fintech platform with durable economics. Institutional ownership deepens, and the narrative shifts from retail enthusiasm to lifetime customer value. That transformation would not be cosmetic. It would be structural. Expand NASDAQ : HOOD Robinhood Markets Today's Change ( 3.03 %) $ 2.33 Current Price $ 79.42 Key Data Points Market Cap $71B Day's Range $ 75.60 - $ 79.64 52wk Range $ 29.66 - $ 153.86 Volume 941K Avg Vol 29M Gross Margin 94.96 % The more probable middle path The middle outcome is less dramatic, but arguably more realistic. In this case, Robinhood's revenue continues to grow. Mar...
Key Points Revenue mix will define the outcome. Demographics offer potential, not certainty. The next phase of growth will be judged less by headline revenue spikes and more by consistency across market cycles. 10 stocks we like better than Robinhood Markets › Robinhood (NASDAQ: HOOD) has already proven it can survive volatility. In 2025, the company restored profitability, diversified revenue, an...
Key Points Revenue mix will define the outcome. Demographics offer potential, not certainty. The next phase of growth will be judged less by headline revenue spikes and more by consistency across market cycles. 10 stocks we like better than Robinhood Markets › Robinhood (NASDAQ: HOOD) has already proven it can survive volatility. In 2025, the company restored profitability, diversified revenue, and earned inclusion in the S&P 500. But survival is no longer the question. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The real question is where Robinhood could be by 2029 -- and whether it evolves into a durable fintech compounder or remains a high-beta trading platform tied to market cycles. Three years is long enough for structure to change. It's also short enough that execution, not ambition, will determine the outcome. From transaction engine to financial platform In the most constructive scenario, Robinhood completes its transition from a transaction-driven brokerage to a relationship-driven financial platform. That would mean recurring revenue becomes the dominant driver of results. Subscriptions, interest income, card products, and lending would outweigh trading volatility. Multi-product adoption would rise steadily, and assets per funded account would increase as customers mature financially. Under this scenario, operating margins would hold even during quieter market periods. The reason is that when recurring revenue scales meaningfully, earnings volatility naturally declines. What's more, when volatility decreases, valuation stability tends to follow. In that scenario, Robinhood's identity shifts. It stops behaving like a momentum stock and starts trading more like a scaled fintech platform with durable economics. Institutional ownership deepens, and the narrative shifts from retail enthus...
Paul Markham , head of global equities at GAM Investment, expects investors will remain cautious despite Tuesday’s relief rally, saying it’s “quite difficult to believe” the current bounce will be sustained. The investment manager is maintaining his existing positions, staying “long technology and short banks,” while remaining “fairly constructive on some of the industrial names that benefit from ...
Paul Markham , head of global equities at GAM Investment, expects investors will remain cautious despite Tuesday’s relief rally, saying it’s “quite difficult to believe” the current bounce will be sustained. The investment manager is maintaining his existing positions, staying “long technology and short banks,” while remaining “fairly constructive on some of the industrial names that benefit from the AI trade.” Markham explained that making too many portfolio changes during geopolitical tensions can lead to getting “whipsawed” in volatile markets. “The biggest positive for markets will be when there is the end to the air attacks, when the whole big headlines around the war end,” Markham told Bloomberg TV, suggesting that if regime change in Iran is achieved, it would be positive for markets. After that, he believes focus would return to U.S. monetary policy. Trump Hints at Early End to Iran War, Easing Oil-Shock Concerns On hedging strategies, Markham noted gold “in theory should work” despite not performing well during recent tensions due to the “cost of carry with Treasury yields spiking.” Markham suggested gold could “push on” and pointed to price targets of around $6,000 an ounce, recommending physical gold or ETFs rather than gold miners whose costs tend to spike during emerging market rallies. Regarding inflation, Markham warned that persistently high oil prices would “start to see real world impact in terms of inflation” spreading beyond the UK, creating challenges for governments facing elections as “the cost of living will spike and cost of mortgages will rise.” (This story was produced with the assistance of Bloomberg Automation.)
In this article USO Follow your favorite stocks CREATE FREE ACCOUNT General view of Orsknefteorgsintez oil refinery in the city of Orsk, Orenburg region, Russia Aug. 28, 2025. Stringer | Reuters Russia is shaping up to be a major beneficiary of the war between U.S.-Israel and Iran, as higher oil prices and temporary sanctions relief boost the value and volume of its crude exports, analysts told CN...
In this article USO Follow your favorite stocks CREATE FREE ACCOUNT General view of Orsknefteorgsintez oil refinery in the city of Orsk, Orenburg region, Russia Aug. 28, 2025. Stringer | Reuters Russia is shaping up to be a major beneficiary of the war between U.S.-Israel and Iran, as higher oil prices and temporary sanctions relief boost the value and volume of its crude exports, analysts told CNBC. The Middle East conflict has rattled global energy markets, sending oil prices sharply higher amid fears of supply disruptions in the Strait of Hormuz, one of the world's most critical energy corridors. "Russia stands to gain revenue from higher oil prices, especially as the U.S. has relaxed restrictions on selling Russian crude to India," said Saul Kavonic, head of energy research at MST Marquee. Oil prices surged over $100 per barrel on Monday as traders priced in the risk that conflict in the Gulf could disrupt shipments through the Strait of Hormuz, a chokepoint that carries roughly a fifth of the world's oil supply. Stock Chart Icon Stock chart icon Oil prices year-to-date Even as oil fell about 7% on Tuesday after U.S. President Donald Trump signaled that the conflict with Iran could end soon , prices are still around 27% higher compared to before the war started. For Russia, which remains one of the world's largest oil exporters despite Western sanctions following its invasion of Ukraine, the price rally directly translates into stronger state revenues. Henning Gloystein, managing director for energy and resources at Eurasia Group, said Russia has "already hugely benefited" from the crisis after Washington granted India a temporary waiver allowing it to continue purchasing Russian crude. "Cargoes have been sold around $90 per barrel, so this is a large increase in price and sales volume for Russia," he said, compared to around $50 from before the Iran war. Sanctions relief Higher prices combined with looser enforcement of sanctions will allow more Russian barrels...
Few stocks have been hit harder by investors’ rising skepticism around artificial intelligence than Oracle Corp. And there may be little the company’s upcoming earnings can do to change that sentiment. The shares are down 54% since hitting a high on Sept. 10, the worst performance in the S&P 500 Index over that span, and have lost 22% to start the year, putting them among the 25 weakest stocks in ...
Few stocks have been hit harder by investors’ rising skepticism around artificial intelligence than Oracle Corp. And there may be little the company’s upcoming earnings can do to change that sentiment. The shares are down 54% since hitting a high on Sept. 10, the worst performance in the S&P 500 Index over that span, and have lost 22% to start the year, putting them among the 25 weakest stocks in the index. The last time Oracle had a drawdown of more than 50% was during the bursting of the dot-com bubble, and it took the stock years to fully recover. With the stock market fixated on risks — from AI spending and disruption to the war in Iran — Oracle’s third-quarter results due after the bell on Tuesday are running headlong into skittish investors looking for reasons to sell. “It is in a damned-if-you-do, damned-if-you-don’t position,” said Peter Andersen , who helps oversee $4.5 billion in assets as chief investment officer of Andersen Capital Management. The enterprise software company is expected to report growth of about 30% in earnings per share and a 20% jump in revenue. Sales at its cloud infrastructure business are projected to jump 82%, according to Bloomberg Consensus estimates . Normally this would be encouraging for Oracle’s stock price, but the shares could still be punished if investors deem its capital expenditure plans as too aggressive. That’s what happened to Microsoft Corp. and Amazon.com Inc. , two other major players in cloud computing that reported better-than-expected earnings only to see their shares sell off due to concerns about AI spending . Read more: Big Tech Stocks Were Expensive. Then the Market Turned on AI “If it continues to spend the way it has, especially since there is growing skepticism about AI capex, that would add to the questions about its leverage and cash burn and balance-sheet strength,” Andersen said. “On the other hand, if it curtails the spending, that would raise new questions about its strategy and ability to compete ...
Foreign workers look at a tall plume of black smoke ascends following an explosion in the Fujairah industrial zone on March 3, 2026. Fadel Senna | Afp | Getty Images Iran has defended its strikes against its Gulf neighbors, telling CNBC that U.S. military assets located in surrounding territories were "legitimate" targets in its fight back against America and Israel. But Gulf states told CNBC that...
Foreign workers look at a tall plume of black smoke ascends following an explosion in the Fujairah industrial zone on March 3, 2026. Fadel Senna | Afp | Getty Images Iran has defended its strikes against its Gulf neighbors, telling CNBC that U.S. military assets located in surrounding territories were "legitimate" targets in its fight back against America and Israel. But Gulf states told CNBC that the attacks have created a "huge trust gap" that will last for years to come. Iran's decision to attack its neighbors as part of its retaliation against U.S.-Israeli strikes has confused analysts and Tehran itself has sent mixed messages over its strategy, apologising for strikes against neighbors including Saudi Arabia , the United Arab Emirates, Qatar and Bahrain, before carrying out yet more strikes . Iran's foreign ministry spokesperson in Tehran told CNBC on Monday that the Islamic Republic felt "no hostility" toward Gulf countries, but that U.S. military assets in the region were legitimate targets. "We have said many times that we feel no hostility toward any country in the region, toward the UAE, Bahrain, you name it," said Esmail Baghaei, spokesperson for Iran's Ministry of Foreign Affairs. "The only thing we are doing is defending ourselves against the aggressors. Did we start this war? Or this war was imposed on Iran for no reason?" he told CNBC's Dan Murphy. watch now VIDEO 4:38 04:38 Oil tankers transiting Strait of Hormuz "must be very careful," Iran Foreign Ministry warns Access Middle East Baghaei said Iran had aimed attacks "against military bases and assets" belonging to the U.S. in the region and said this was "legitimate under international law" as Tehran was "defending" itself under Article 51 of the UN Charter. "All military bases, installations and assets that in any form or manner are being used to help the aggressors are regarded as legitimate targets ... We had warned often that if they start war against Iran, that war would not be limited only to...
Social Security retirees get benefit increases over time to make sure that benefits keep pace with inflation. In 2026, retirees got a 2.8% cost-of-living adjustment (COLA), which was larger than the 2.5% COLA in 2025. While every retiree gets the same percentage increase to their benefits, some retirees get a larger dollar-for-dollar raise than others. If your Social Security benefit was higher th...
Social Security retirees get benefit increases over time to make sure that benefits keep pace with inflation. In 2026, retirees got a 2.8% cost-of-living adjustment (COLA), which was larger than the 2.5% COLA in 2025. While every retiree gets the same percentage increase to their benefits, some retirees get a larger dollar-for-dollar raise than others. If your Social Security benefit was higher than a specific amount, you will be one of them. A Social Security benefit above this amount means your COLA is above average In 2025, the average monthly Social Security benefit was $2,015. That is the average benefit among all retired workers, according to the Social Security Administration. Based on this data, a retiree who collected the average $2,015 monthly benefit in 2025 would have received an average raise of around $56.42 going into 2026. This brought the new average monthly benefit to around $2,071 this year. Since the COLA is calculated by applying the percentage increase to your benefit amount, those who had a benefit above $2,015 in 2025 received a bigger-than-average benefit increase, while anyone collecting more than $2,071 this year will receive a larger-than-average adjustment if there is a COLA in 2027. Take, for example, someone who is collecting the maximum $5,251 monthly Social Security benefit in 2026. Applying a 2.8% COLA to that amount would provide a $147.03 increase in monthly benefits -- significantly more than the typical senior getting a Social Security COLA. Because the benefits increase is based on a percentage of the current benefit, it will always result in payments increasing by more dollars when you're starting from a bigger baseline. Increasing your Social Security benefit can result in larger raises later Once you understand that receiving an above-average benefit can lead to your benefits increasing by a larger amount each year, you may want to try to increase the benefits you collect. Since benefits are based on average indexed earnings...