BMO says this cloud stock is an early winner of agentic artificial intelligence boom

BMO Capital Markets sees shares of Okta rising 22% from here.
Samsung reveals first details of its AI smart glasses to CNBC

Samsung’s AI smart glasses will be launched in 2026 and will mark the company’s first foray into the product category.
Europe faces a ‘massive’ gas price shock from Iran war — and these three sectors will be hit hardest

The Iran war has sent oil and gas prices soaring, creating huge risks in Europe’s key energy-intensive sectors.
Jefferies says Oracle’s sell-off may be overdone ahead of earnings, expects stock to double

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Trump wants U.S. Navy to escort tankers through the Gulf. Why that plan may not work

A backup of oil tankers in the Persian Gulf is disrupting supplies, and will only get worse the longer the Strait of Hormuz is closed.
FDA official calls UniQure’s gene therapy a ‘failed’ treatment for Huntington’s disease

UniQure needs to run another trial to prove its gene therapy “actually helps people with Huntington’s disease,” said a senior FDA official.
Jim Cramer says the market is stuck in limbo – and the Iran war isn’t the only cause

“Nobody wants to touch the semis if their total addressable market is about to get clubbed by the government,” CNBC’s Jim Cramer said.
Microsoft says Anthropic’s products remain available to customers after Pentagon blacklist

Microsoft is the first major company to say it will keep using Anthropic models in its products.
Oil rally resumes after brief dip in prices as Brent tops $87 a barrel

Oil prices rose on Friday morning after oscillating overnight.
How Iran and Venezuela strikes transform the Trump-Xi trade talks

The Iran war and the U.S. attack in Venezuela show a Trump administration more willing to eschew diplomacy and take military action.