Eisman said in early March he wouldn't change a single trade. Four weeks and 55% oil later, he reversed: the Iran war now runs everything. Brent hit $113. The Energy sector is the only S&P 500 sector still in the green.
Barclays lifts S&P 500 target to 7,650 on tech-led EPS strength, shrugging off oil-driven macro risks.
Oil nears $100 on Hormuz fears, futures dip, Adobe tumbles.
Morgan Stanley’s Michael Wilson argues the S&P 500’s correction phase is near its end, citing earnings momentum and sector rotation opportunities.
NVIDIA's Q4 report projects $61B in data center revenue (up 70% YoY) and 72% higher adjusted EPS, signaling AI-driven dominance in semiconductor markets.
