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Trump Threatens 50% Tariff on China Over Alleged Iran Arms Shipment, Escalating Trade and Geopolitical Tensions

President Trump on Sunday threatened to impose an immediate 50% tariff on Chinese goods if Beijing is proven to be supplying military weapons to Iran, following reports of a potential air defense system shipment. The warning compounds existing geopolitical stress and raises fresh concerns about U.S.-China trade relations ahead of a scheduled May summit, adding another layer of uncertainty to an already volatile global market environment.

S&P 500 Posts Slim Q1 2026 Gain as Tariff Uncertainty and Fed Patience Cap Upside

The S&P 500 closed out Q1 2026 with a modest gain of approximately 2.1%, masking a turbulent quarter defined by persistent tariff escalation, a hawkish-leaning Federal Reserve, and wide sector-level dispersion. Technology and financials led, while consumer discretionary and materials lagged on trade policy headwinds. The quarter ends with investors cautiously positioned ahead of what promises to be a pivotal Q1 earnings season.

Oracle Surges on AI Cloud Blowout: Q3 Revenue Jumps 22%, RPO Backlog Hits $553 Billion

Oracle reported its strongest quarterly results in over 15 years Tuesday, with fiscal Q3 revenue rising 22% to $17.2 billion and cloud infrastructure revenue surging 84% year over year. The company's remaining performance obligations—a key measure of future contracted revenue—exploded to $553 billion, up 325% from a year earlier, driven by large-scale AI infrastructure contracts.

FDA's Vinay Prasad to Exit Biologics Post in April, Sending Biotech Stocks Sharply Higher

The announced departure of Dr. Vinay Prasad, director of the FDA's Center for Biologics Evaluation and Research, triggered a significant rally in biotech equities Monday, with uniQure surging more than 31% in premarket trading. Investors interpreted the news as a signal that the agency may adopt a more predictable and industry-friendly regulatory posture for vaccines, gene therapies, and rare disease treatments.

Wall Street Braces for AI Disruption and Key Jobs Data in Market Week Ahead

U.S. markets are entering a pivotal week with artificial intelligence disruption looming large over investor expectations and volatility. As traders await critical jobs and inflation data, shifting sentiment on AI’s role in corporate spending is expected to influence sector performance and drive stock rotation across major indices.

Tech Stocks Lead Market Pullback Amid Heightened AI Valuation Scrutiny

Major U.S. technology companies faced further valuation pressures as investors reassessed the long-term return on heavy AI spending, contributing to downward pressure on indices. Analysts noted that market recalibration may create volatility but also potential entry points in certain sub-sectors.

Wall Street Extends Rally as Trump Backs Off Greenland Tariffs and Markets Rebound

U.S. markets extended gains on Thursday after President Trump withdrew threatened tariffs on European allies tied to Greenland, easing a key source of geopolitical risk and sparking a broad relief rally across equities. Major indices including the Dow, S&P 500 and Nasdaq pushed higher as investor sentiment improved ahead of key economic data and corporate earnings.

U.S. Markets End Week Mixed as Major Indexes Drift Lower Ahead of Holiday

U.S. equity markets closed modestly lower on Friday as traders wrapped up the first full week of 2026’s earnings season ahead of the Martin Luther King Jr. Day holiday. Major indexes including the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite all slipped slightly, with financials and tech shares diverging amid mixed earnings reports and rising Treasury yields.

Affirm Holdings Stock Sees Momentum Amid Rising RS Rating

Affirm Holdings (AFRM) saw its Relative Strength Rating climb to 81 � an indicator of improving stock performance compared to peers � driven by robust revenue growth even amid earnings flatness, spotlighting financial tech investor interest.