Shell plc

At the same time, Shell warned of the risks of long oil and gas shortages

Iran asks U.S. to lift blockade on Strait of Hormuz - Trump

The United Arab Emirates (UAE) announced its withdrawal from the Organization of the Petroleum Exporting Countries (OPEC and OPEC+), Reuters <a href="https://www.reuters.com/markets/commodities/uae-says-it-quits-opec-opec-statement-2026-04-28/">writes,</a> pointing out that such a move would be a serious blow to the group and its de facto leader - Saudi Arabia - amid the ongoing war in the Middle East. As of February 2026, the UAE was OPEC's third-largest oil producer after Saudi Arabia and Iraq, CNBC <a href="https://www.cnbc.com/2026/04/28/uae-opec-oil-iran.html">specifies</a>.

Arab Emirates withdraws from OPEC and OPEC+

The US has considered Tehran's new peace proposal, but insists on its "red lines". Bitcoin on this background rose to $79.5 thousand - the maximum since the end of January. About these and other topics - in our review of key events for the morning of April 28.

What will change if Trump nominee Kevin Warsh heads the Fed 

Frontier Group Holdings, Inc.

Hecla Mining Company

Kaiser Aluminum Corporation

GitLab Inc.

USA Rare Earth, Inc.

X-Energy

Qorvo, Inc.

This week, shares of rare earths producer USA Rare Earth rose after the acquisition of Serra Verde mines, strengthening the company’s position in a strategic sector. Meanwhile, cannabis and psychedelics stocks advanced on regulatory easing in the U.S. Against this backdrop, analysts have highlighted small caps amid uncertainty over the future of U.S.-Iran negotiations, as well as chipmakers that could benefit from the launch of a foldable iPhone. Below is a roundup of key developments in the small-cap segment from April 20 through April 24.

Small caps last week: U.S.-Iran talks, rare earths, U.S. drug policy easing, chips

Tesla, Inc.

Meta Platforms, Inc.

Microsoft Corporation

Intel Corporation

The US and Iran are set to hold a new round of direct talks in Islamabad. Apple will have a new CEO from September 2026 - John Ternus, Senior Vice President of Hardware Engineering, will replace Tim Cook. The market saw signs of Intel's business recovery. The main events from April 20 to April 24 are in our review.

U.S. and Iran may hold a new round of talks, Apple head change, Intel recovery. Main news of the week

SAP SE

Arm Holdings plc

Advanced Micro Devices, Inc.

Alphabet Inc.

MaxLinear, Inc.

Comfort Systems USA, Inc.

Coursera, Inc.

Mobileye Global Inc.

Keurig Dr Pepper Inc.

Hasbro, Inc.

Dover Corporation

Las Vegas Sands Corp.

Lockheed Martin Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Capital Markets Research, Freedom Broker.

Morning in New York: Intel and SAP reports will set the tone for trading

Israel and Lebanon will extend the ceasefire for another three weeks, US President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116456113408853958">said </a>on Truth Social. The parties reached <a href="https://oninvest.com/article/izrail-i-livan-soglasovali-10-dnevnoe-prekrasenie-ogna-tramp">an</a> initial agreement on April 16, at which time it was a truce for 10 days.

Israel and Lebanon will extend truce, Trump announced. This is important for negotiations with Iran

US President Donald Trump - shortly before the start of the April 23 trading session on the US markets - ordered the US military to "shoot and destroy" any boats that plant mines in the Strait of Hormuz. Also against this background, as well as - due to uncertainty about the de-escalation of the situation in the Middle East - the main U.S. stock indices opened with a decline, Reuters <a href="https://www.reuters.com/business/wall-st-futures-slip-investors-pause-clarity-us-iran-war-2026-04-23/">notes</a>.

Trump instructed to 'destroy' ships spreading mines in Strait of Hormuz Stocks fell

The truce between Iran and the U.S. that President Donald Trump <a href="https://oninvest.com/article/tramp-prodlil-peremirie-s-iranom-cto-sovetuet-ubs">extended the</a> day before will only be in effect for three to five days, a White House official <a href="https://www.foxnews.com/live-news/iran-us-war-blockade-hormuz-april-22">told</a> Fox News.

Extended truce between Iran and U.S. will last only 3-5 days - Fox News

US President Donald Trump <a href="https://oninvest.com/article/tramp-prodlil-peremirie-s-iranom-cto-sovetuet-ubs">has extended the</a> ceasefire with Iran, although the negotiations have actually broken down, and the blockade and tensions around the Strait of Hormuz remain. Against this background, the White House is considering the possibility of providing financial support to the UAE, whose economy is suffering a serious blow from the war. These and other topics are covered in our review of key events by the morning of April 22.

Main by morning: U.S. explores UAE aid, external ushers hit by Anthropic's new model

Citigroup Inc.

Citi analysts have presented possible scenarios of oil market development until the end of the year, <a href="https://www.cnbc.com/2026/04/21/citi-oil-prices-stocks-strait-hormuz-supply-shock.html">reports</a> CNBC. They assume that prices may vary from $95 to $130 per barrel - depending on the situation with supplies through the Strait of Hormuz, which remains blocked due to the conflict between the U.S. and Iran. Market recovery directly depends on the timing of the opening of this corridor, the bank points out.