A preliminary peace agreement between the United States and Iran has triggered one of the sharpest single-day market rallies of 2026, with the S&P 500 jumping 1.7%, the Nasdaq surging 2.6%, and the Dow reaching an all-time intraday high on Monday. The deal, which includes a "memorandum of understanding" and a military stand-down on both sides, is set to formally reopen the Strait of Hormuz — the critical waterway that carries roughly 20% of the world’s oil supply — upon a Geneva signing expected Friday. West Texas Intermediate crude plunged about 5% to near $80 per barrel...

While tech stocks grabbed the headlines in 2026, one sector has been quietly and steadily outperforming: industrials. The S&P 500 Industrials index has rallied 8% year to date, outpacing the broader S&P 500 which is up roughly 6% over the same period. And with Bridgewater Associates founder Ray Dalio warning that AI-driven tech stocks have the hallmarks of a classic bubble, the case for rotating into profitable industrial names has never been stronger. Dalio has been direct in his assessment. "Market and economic concentration is in one new sector that is highly volatile and risky — a...

Ferrari (RACE) has had a rough year — down 23% over the past 12 months, weighed down by investor skepticism over its new electric vehicle launch and concerns about hybrid residual values. But Morgan Stanley says the stock has been punished too harshly, and upgraded Ferrari to overweight from equal-weight on Monday, raising its price target from $388 to $438. That target implies 23% upside from Friday's close — a significant call from one of Wall Street's most respected automotive analysts. Analyst Edouard Aubin made the case succinctly in his note to clients: "The de-rating now overstates bra...

The SpaceX IPO was the biggest in market history — but it triggered a painful selloff in the rest of the space sector. Rocket Lab (RKLB) tumbled nearly 11% on the day SpaceX debuted on Nasdaq, while Firefly Aerospace cratered 19%. Now, KeyBanc Capital Markets says the selloff was overdone and has upgraded both stocks, seeing a compelling buying opportunity in the post-IPO volatility. KeyBanc analyst Michael Leshock upgraded Firefly to overweight from sector weight, setting a $50 price target — implying 57% upside from Friday's close. Rocket Lab also received an overweight upgrade with a $135 ...

The first Federal Reserve meeting under new Chairman Kevin Warsh is approaching, and Wall Street is unusually in the dark. Unlike his predecessor Jerome Powell, who held press conferences after every FOMC meeting and systematically telegraphed policy moves months in advance, Warsh has made clear he intends to speak less — and say more when he does. Markets are heading into this meeting with almost no read on where Warsh stands on inflation, the labor market, or the path of interest rates. And that deliberate opacity may itself be the most important signal he's sending.Warsh's skepticism toward...

Something notable is happening beneath the surface of the stock market: institutional and retail money is quietly abandoning high-growth names and piling into the safest, most predictable corners of the market. On Mad Money this week, CNBC's Jim Cramer walked through the full list of S&P 500 stocks hitting 52-week highs — and the pattern was impossible to miss. The new-highs list was dominated by real estate investment trusts, insurance companies, and classic consumer defensive names. Cramer's read was blunt: 'The people have spoken. They want safety, they want yield.' That shift is now sh...

SpaceX made Wall Street history on Friday, June 12, as shares of Elon Musk's rocket company surged 26% on their first day of trading on the Nasdaq. Opening at $150 per share — an 11% premium over its $135 IPO price — SpaceX stock climbed as high as $176.52 before settling around $170 at midday. That put the company's market capitalization above $2.2 trillion, making it more valuable than every U.S. company except Apple and Nvidia. The debut also officially crowned Musk as the world's first trillionaire, with his SpaceX stake alone worth over $766 billion — combined with his Tesla holdings wort...

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If there is one sector where the ongoing Iran war is generating clear investment opportunity, it is US energy. Crude oil prices have surged on Middle East supply disruption fears, and American oil producers — particularly those in the Permian Basin — are sitting on a powerful combination of elevated commodity prices, healthy dividend yields, and fresh Wall Street analyst upgrades. For investors looking to hedge an inflation-driven portfolio while generating income, domestic energy stocks are the trade to watch right now. Permian Resources Corporation (NYSE: PR) is a standout example from Insi...

The European Central Bank made a pivotal policy move on Thursday, raising its key benchmark interest rate by a quarter percentage point to 2.25% — the ECB's first rate hike since 2023. The trigger is the same force roiling markets globally: surging energy costs driven by the ongoing U.S.-Iran war in the Middle East. With eurozone headline inflation now forecast to average 3% through 2026, ECB President Christine Lagarde signaled the bank is not pre-committing to any particular path forward — but the message was clear: rates in Europe are heading higher, not lower. The decision had been telegr...