Coherent and Lumentum shares pop on Nvidia deals. Why optical stocks are so hot these days.

Optical technologies are increasingly critical in data centers as they support energy-efficient, ultrahigh-bandwidth connections.
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Boeing’s stock stands out in this screen of aerospace and defense investments

Several of the largest defense contractors trade at low price/sales ratios when compared with that of the S&P 500, and Boeing has a high projected sales growth rate.
Travel stocks sink after thousands of flights grounded following Iran strikes
Airlines and some hotel stocks fell after the U.S.-Israeli attacks on Iran and subsequent retaliation strikes.
Here’s how far oil is away from dragging stocks into a bear market, according to Morgan Stanley

History shows market can recover quite quickly from geopolitical shocks
The whole world is watching this critical energy chokepoint as Iran conflict enters more dangerous phase

Traffic through the Strait of Hormuz has dropped off amid warnings from the Iranian Revolutionary Guard. What happens next could have major implications for the global economy.
Anthropic’s Claude tops App Store charts as backlash builds against OpenAI’s ChatGPT

OpenAI faces some user criticism over its new deal with the Department of Defense.
Prediction-market bets tied to Iran conflict stoke backlash over suspicions of insider trading

This weekend was a big one for prediction markets like Polymarket and Kalshi, but allegations of insider trading and a controversy surrounding the handling of one particularly sensitive market appear to have set off a firestorm of criticism.
Has the retail industry rebounded? We’ll find out this week from Target, Costco, Best Buy and others’ earnings

Some analysts felt the retail industry was due for a modest recovery in 2026. Results from some of the biggest chains this week will offer a sense of how that rebound is going.



