Buy this Israeli defense stock because of its ‘battlefield tested tech,’ Bank of America says
Elbit Systems has rallied 60% in less than four months. One analyst says it will continue to gain as global demand for defense technology stays high.
White House warned staff against Iran war bets on prediction markets
The warning came after a flurry of unusual activity on oil and stock futures markets shortly before Trump said he would pause attacks on Iran.
CoreWeave stock pops 11% on deal to power Anthropic’s Claude
The deal comes one day after Meta committed an additional $21 billion in spending to the cloud provider as AI demand continues to soar.
Iran’s speaker says negotiations with U.S. can’t start without Lebanon ceasefire, asset release
President Trump is frustrated by Iran continuing to throttle most shipping traffic through the Strait of Hormuz, the world’s most important oil route.
What’s at stake ahead of crucial U.S.-Iran peace talks as leaders meet in Pakistan
Already, Tehran has accused Israel of violating the terms of the ceasefire, as the IDF continues to attack Hezbollah in Lebanon.
S&P 500 is about to wipe out Iran war losses. Why stocks are more optimistic than oil
“Stocks look somewhat more hopeful of a happy ending than oil, with equity indices now outperforming the pull-back seen in oil futures,” Barclays said.
Defense’s Silicon Valley pivot: Ukraine, Iran wars challenge the legacy playbook
Companies are betting on a new type of warfare, based on shorter lead times that allow for rapid deployments and more cost-effective solutions.
Powell, Bessent discussed Anthropic’s Mythos AI cyber threat with major U.S. banks
Anthropic rolled out the new Mythos AI model to a select group of companies over concerns that hackers could exploit its capabilities.
China built resilience to an energy shock — it’s paid off for Chinese assets amid the Iran war
Chinese assets emerged as an unlikely bastion of stability during a period where other traditional havens, such as gold and U.S. Treasurys, stumbled.
Why ships bound for the Middle East are piling up across Asia
Congestion in Singapore’s waters is rising as the Iran war disrupts shipping routes, forcing vessels bound for the Middle East to drop anchor near its ports.
