7 software stocks to buy as the sector shows signs of life
Software stocks have bounced off their lows, and a D.A. Davidson analyst recommends focusing on those with compelling growth rates.
Market News
These chip stocks could be winners in a prolonged Iran conflict
The conflict in Iran could give a boost to makers of analog semiconductors, according to one analyst.
The Iran War Overshadowed AI and Private Credit. The Real Risks Are Still Ahead.
The Iran conflict has dominated market headlines, but investors may soon refocus on deeper risks tied to artificial intelligence spending, private credit stress, and a shifting economic outlook.
What The Oldest Sentiment Indicator Is Saying About This Market
We will advise subscribers to add to stock positions once we get a signal from the ST-MSI. Bearish sentiment is much more effective at identifying market lows than highs; current readings can remain low for extended bull runs.
Market Flash – January 2026
Executive Summary Global equity markets started off the year on solid footing despite mounting geopolitical concerns, ranging from talks of the U.S. annexing Greenland to unrest in Iran. That said, we did see performance dispersion across regions and style.
The SpaceX IPO Could Be the Biggest Ever—Here's What We Know
While it is yet to be confirmed, rumors are swirling around an eventual SpaceX initial public offering (IPO). Expected to be announced before mid-year 2026, the news will likely unleash an influx of capital into space stocks, not just into SpaceX.
8 Stocks to Buy as Merger-Mania Takes Over
Wall Street loves growth stories. Venture capitalists love disruption stories.
Keep Calm and Stay Invested. History Suggests Patience During Geopolitical Uncertainty
Broadening Market Leadership Persists in February Amid heightened scrutiny of AI-related capex, geopolitical tensions, and a hotter-than-expected inflation report late in the month, US large-cap equities came under pressure in February, with the Nasdaq 100 and S&P 500 declining 2.3% and 0.8%, respectively.
Signs emerge of a thaw in the housing market
Don't look now, but the housing market seems to be showing some signs of life after being in a deep freeze since 2023.
Yardeni Sees Increased Risk of a Sharp Selloff Due to Iran War
Veteran market strategist Ed Yardeni of Yardeni Research says he doesn't see the Iran war stopping anytime soon, but he doesn't see the conflict lasting for months. That's why he sees the risks of a sharp market selloff rising as the war drags on.
The Big Picture: Whipsaw Price Action Impacts Investing Duration
Following a "stunning reversal" from Monday's market action, @CharlesSchwab's Nate Peterson and Mike Townsend join Sam Vadas to dissect the economic ripple effects of the ongoing situation in Iran. Nate says it's difficult to put a duration timeframe on current market volatility.
How to protect your portfolio from Iran-related chaos as traditional safety plays fail
For the next three months, investors should consider cutting their exposure to stocks, increase their holdings of cash, and use call options to benefit from a sudden rally.
Higher gasoline prices, volatile stocks, could hit both low- and high-income US consumers as war persists
Rising gasoline prices and a wobbly stock market are increasing the risk that the U.S.-Israeli war on Iran could hit hard among consumers across the economic spectrum in the United States, undercutting a key prop of economic growth that had been expected to surge this year on the basis of beefed-up income tax refunds, relatively low unemployment, and rising asset values.
How To Buy Into The SpaceX IPO And Collect An 8.9% Dividend
Can income investors get in on the coming SpaceX IPO before the stock goes public (and ideally without overpaying?) Let's find out.
Most Equity Risk Factors Still Posting Gains For 2026
The war in Iran is increasingly weighing on global financial markets and economic activity. Reflecting the rising macro risk, the major U.S. equity benchmarks have slipped into negative territory for the year.
Iran: Keeping Perspective in Uncertain Times
SUMMARY The Acute geopolitical crises are typically buying opportunities for US stocks. North America has favorable oil supply characteristics, lessening economic impact.
DAX, IBEX and TSX Forecast – Global Markets Trying to Rise
The global markets are all trying to rise early on Tuesday, as there are a lot of moving parts, and of course, there has been a lot of damage.
Oil Shock Is Taking Attention Away From Weakening Fundamentals
Wall Street ended the week decisively weaker as an extraordinary oil shock collided with mounting war risk in the Middle East. The situation forced investors to reprice inflation and growth assumptions quickly.
Don't Expect Energy Production to Bounce Back Quickly, S&P Global's Yergin Warns
The energy historian Daniel Yergin is an expert in past oil shocks in the Middle East.
Argentina's Milei is pitching to Wall Street as Middle East spooks investors
President Javier Milei aims on Tuesday to persuade investors that Argentina's economic turnaround can stay on track even as war in Iran pushes oil prices higher, strengthens the dollar and rattles emerging markets.
