U.S.-Iran conflict

Nasdaq-100 surged 17% in 13 days on geopolitical relief and falling oil, but AI infrastructure spending cuts raise sustainability questions.

U.S. stock indices hit record highs April 16 on strong earnings and falling jobless claims, though geopolitical tensions persist.

U.S. stocks surged 2-3% on Iran ceasefire hopes, but CNBC's Caruso-Cabrera warns Iran is 'just buying time.' Prediction markets show only 39% odds of April ceasefire.

Trump proposes shared Strait of Hormuz control with Iran, triggering 8% oil price decline to $98.65/barrel amid growing diplomatic momentum.

Gold crashes 22% to bear market territory as Middle East tensions spike oil prices and rising Treasury yields diminish the non-yielding asset's appeal despite institutional buying.

BlackRock CEO Larry Fink predicts oil could fall below $50/barrel if Iran re-enters global markets, calling current market volatility a buying opportunity.

Exxon Mobil jumps 5.9% as U.S.-Iran conflict near Strait of Hormuz sends Brent crude up 13% to $82.37/barrel, reshaping near-term energy economics.