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Oil climbs to two-week peak after drone strike on UAE nuclear facility
Oil prices continued moving higher on Monday as hopes for a resolution to the conflict involving Iran weakened following an attack on a nuclear power plant in the United Arab Emirates and reports that U.S. President Donald Trump is preparing to review military options related to Iran. Crude prices extend rally Brent crude futures rose…
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Rising bond yields and oil prices weigh on markets as Samsung gains on government intervention: Dow Jones, S&P, Nasdaq, Wall Street Futures
U.S. stock futures moved lower on Monday as investors remained cautious amid elevated global bond yields and ongoing geopolitical tensions surrounding Iran. Oil prices stayed above the $100-per-barrel threshold, keeping inflation fears alive, while shares in Samsung Electronics advanced after South Korea’s government intervened in labor negotiations aimed at preventing a strike at the company’s…
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Goldman Sachs Says Strong Q1 Earnings Momentum Is Supporting Fresh S&P 500 Highs
Goldman Sachs said the S&P 500 has continued climbing to record levels as stronger corporate earnings and upward revisions to profit forecasts fuel investor confidence. The benchmark index has advanced 8% so far this year through Monday. First-quarter earnings season delivered robust results, with S&P 500 companies posting 17% year-over-year earnings-per-share growth after excluding certain…
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HSBC Raises Silver Forecasts for 2026 and 2027 but Warns Upside May Be Limited
HSBC has increased its silver price forecasts for both 2026 and 2027, although the bank continues to expect limited upside for the precious metal over the medium term. HSBC now projects silver will average $75 per troy ounce in 2026 and $68 per ounce in 2027, compared with previous forecasts of $68.25 and $57, respectively.…
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Fed Rate Cuts in 2026 Now “Essentially Off the Table,” Says Yardeni Research
Federal Reserve may need to abandon its easing stance and potentially shift toward a more hawkish policy approach as inflation pressures remain elevated and the U.S. labor market continues to show resilience, according to analysts at Yardeni Research. The research firm said expectations for interest rate cuts in 2026 are now “essentially off the table,”…
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HSBC’s Kettner keeps strongest bullish call on equities amid improving risk backdrop
HSBC chief multi-asset strategist Max Kettner is maintaining an aggressively bullish stance on global equities, arguing that investors should not rush to lock in gains despite easing tensions in the Middle East and improving market sentiment. Kettner said the bank’s combined sentiment and positioning indicators are “not sending a sell signal yet,” rejecting the idea…
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Wolfe Research Flags Central Bank Risks as Oil Prices Stay Elevated
Wolfe Research has warned that rising oil prices linked to the Iran conflict could increase the risk of policy mistakes by major global central banks, according to a recent research note. The firm said U.S. equity markets have so far shown limited reaction to higher energy prices, while long-dated government bond yields and central bank…
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Jefferies Says AI Rally Remains Supported by Strong Earnings Growth
Artificial intelligence-linked stocks have accounted for more than 80% of the S&P 500’s gains so far in 2026, prompting debate among investors over whether the rally can continue. However, strategists at Jefferies argue that the advance still appears fundamentally supported rather than excessively speculative. According to the broker’s quantitative strategy team, gains across its AI-focused…
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Rising Yields, Oil Prices, and Fed Transition Weigh on Wall Street
Wall Street U.S. stocks pulled back sharply on Friday as a trio of headwinds — surging Treasury yields, climbing oil prices, and uncertainty around the Federal Reserve’s leadership change — combined to unwind the previous session’s record-setting rally. All three major indexes closed firmly in the red, with technology and semiconductor names bearing the brunt…
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SPARC AI Looks to Redefine Autonomous Warfare With Software-Only Drone Intelligence
The battlefield of the future is increasingly being shaped not by massive military hardware programs, but by compact, low-cost drones capable of carrying out surveillance, targeting, reconnaissance, and tactical strike missions at scale. From the ongoing conflict in Ukraine to emerging defense strategies across NATO and allied nations, one reality has become impossible to ignore:…