The biggest winners from U.S.-Iran ceasefire and tumbling oil prices

Since the beginning of the war, equities and oil have largely traded inversely.
Markets shift back towards potential Fed rate cut this year with Iran ceasefire in place

Odds for a reduction jumped Wednesday morning, hitting about 43%, according to the CME Group.
Roth Capital downgrades these six energy stocks after U.S.-Iran war ceasefire

Roth Capital downgraded a few energy stocks, including Diamondback Energy, following signs that the Iran war is winding down, its analysts’ new note shows.
AI’s next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan

Nvidia has reserved the majority of TSMC’s most advanced packaging capacity. The lesser-known chipmaking step may become the next bottleneck for AI.
Trump threatens tariffs of 50% on countries ‘supplying military weapons to Iran’

President Donald Trump says the U.S. will impose tariffs of 50% on goods imported to the country from any nation “supplying military weapons to Iran”.
Stocks making the biggest moves premarket: Delta Air Lines, Levi Strauss, Exxon Mobil & more

These are the stocks posting the largest moves premarket.
Homebuyer mortgage demand drops annually for the first time in over a year, as war fuels uncertainty

Weakening consumer sentiment in the overall economy is weighing heavily on mortgage demand from both homeowners and homebuyers.
Why the U.S. Navy’s retail business is fighting Walmart and Amazon to fund its own future

The Navy runs more than 300 stores globablly but its operations are at risk because retail giants like Walmart, Amazon and Target are taking market share.
Delta CEO says airline will ‘meaningfully’ cut growth plans, sees $300 million boost from its refinery

Delta is scaling back its flight plans as fuel costs grow to reduce its expenses.
Earnings season kicks off next week. Morgan Stanley sees these stocks surprising to the upside

Using an Earnings Surprise Composite model, the investment bank said a memory chip maker, bank and defense company are likely to beat analyst estimates.