Ripple Effects of the Iran War 3/12/26

There’s “no need to worry” about the situation in the Strait of Hormuz according to Defense Secretary Pete Hegseth. Why RBC Capital Markets is playing hide and seek with consumer staples stocks. And one professor’s case for why the Trump Administration needs to tame, not topple, ...  Show more

The IEA announced plans to release a record 400 million barrels of oil to help ease the Iran supply disruption, but does that leave some parts of the energy complex at risk? Inflation steady in February, but the Fed will have to reconcile high energy prices in next week's rate de ...  Show more

US stocks edge higher as Wall Street extends its record run despite the government shutdown entering day three. Economic data remains frozen, with the September jobs report delayed, but investors continue to ride the AI wave as Nvidia (NVDA) and OpenAI unveil new partnerships. Pr ...  Show more

Artificial intelligence is shaking up business in a big way, and recent college graduates are feeling the pinch. WSJ’s Chip Cutter explores the new corporate philosophy emerging around hiring and explains how the promise of artificial intelligence is putting entry-level jobs on t ...  Show more

Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting ...

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Congress blew past a midnight funding deadline, triggering the US government’s first shutdown in nearly seven years — and the third under President Donald Trump. (2) US equity-index futu ...  Show more