Chevron Corporation

Exxon Mobil Corporation

Meta Platforms, Inc.

Baker Hughes Company

Investors will focus on the sharp deterioration of the geopolitical environment after the failure of the US-Iran dialogues

Morning in New York: geopolitics once again dictates trading direction

Achieving de-escalation of the conflict by escalating it in the case of Iran is very risky, warned former US Navy officer John Bradford

"Stuck with high prices": experts - on the risks of a double blockade of the Strait of Hormuz

The U.S. military will begin the blockade of ships traveling from and to Iranian ports through the Strait of Hormuz on April 13 at 10:00 a.m. Eastern Time (7:00 p.m. Astana time). U.S. President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116395566253303665">wrote</a> about it in the social network TruthSocial.

Trump clarified the timeline for the start of the U.S. blockade of the Strait of Hormuz

JPMorgan Chase & Co.

Taiwan Semiconductor Manufacturing Company Limited

Netflix, Inc.

The war in Iran will remain in the center of investors' attention this week. The <a href="https://oninvest.com/article/tramp-prikazal-blokirovat-ormuzskij-proliv-posle-provala-peregovorov-s-iranom">failure of</a> Washington and Tehran's attempt to negotiate peace last weekend triggered a new <a href="https://oninvest.com/article/neft-podorozala-na-8-f-ucersy-na-akcii-upali-posle-provala-peregovorov-ssa-i-irana">spike</a> in oil prices. The U.S. accused the Iranian regime of being unwilling to curb its nuclear program, while Iran demanded control of the key oil artery, the Strait of Hormuz, payment of war reparations, a cease-fire throughout the Middle East region, including Lebanon, and the unblocking of frozen overseas assets, Trading Economics <a href="https://tradingeconomics.com/commodity/crude-oil#:~:text=Talks%20held%20in%20Pakistan%20failed%20to%20produce%20an%20agreement%2C%20with%20the%20US%20accusing%20Tehran%20of%20refusing%20to%20curb%20its%20nuclear%20ambitions%2C%20while%20Iran%20reportedly%20sought%20control%20of%20the%20strait%2C%20war%20reparations%2C%20a%20broader%20regional%20ceasefire%20(including%20Lebanon)%2C%20and%20access%20to%20frozen%20overseas%20assets.">reported</a>. After peace talks between the parties in Pakistan ended in nothing, US President Donald Trump <a href="https://oninvest.com/article/tramp-prikazal-blokirovat-ormuzskij-proliv-posle-provala-peregovorov-s-iranom">ordered the</a> blocking of the strait, which Iran is <a href="https://oninvest.com/article/iran-sozdal-tenevoj-punkt-propuska-sudov-cerez-ormuzskij-proliv-i-zastavlaet-platit">forcing</a> ships to pay for passing through.

The Middle East, bank earnings and Netflix: what investors need to know this week

The US Navy will soon begin blocking the Strait of Hormuz, President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116391828823240211">said</a> on Truth Social.

Trump orders blockade of Strait of Hormuz after talks with Iran fail

Two U.S. Navy destroyers crossed the Strait of Hormuz on Saturday without incident, The Wall Street Journal quoted three sources as <a href="https://www.wsj.com/livecoverage/iran-war-latest-news-israel-us-lebanon-2026?mod=WSJ_home_mediumtopper_pos_1">saying</a>. They are the first U.S. ships to cross the waterway since the war with Iran began six weeks ago.

U.S. Navy ships pass the Strait of Hormuz for the first time since the start of the war 

Tesla, Inc.

Universal Music Group N.V.

Donald Trump agreed with Iran on a two-week truce and the opening of the Strait of Hormuz, which supported the growth of world markets and led to a slight decline in oil prices. Meanwhile, details of a possible listing of SpaceX became known: the company is preparing a placement with a focus on retail investors, but analysts doubt the potential for profitability at a valuation of $2 billion. Against this background, Pershing Square plans to acquire Universal Music with a significant premium, considering the company's securities undervalued. The main events of April 6-10 are in our review.

Highlights of the week: US-Iran truce, Meta AI model, Universal Music deal

Palantir Technologies Inc.

The president's endorsement didn't keep the AI company's stock from falling in trading on April 10

Trump praised Palantir minutes after discussing Burry's criticism on TV

The TACO trade concept has proven effective during trade wars, but may not work when transferred to geopolitics

Betting on TACO: can Trump's "concessions" be capitalized on?

US President Donald Trump <a href="https://www.bloomberg.com/news/articles/2026-04-09/trump-vows-troops-to-stay-with-iran-talks-set-amid-fragile-truce">has promised to</a> keep US troops in the Persian Gulf ahead of talks with Iran. The day before, both sides accused each other of violating the terms of the ceasefire, after which Iran again reported the suspension of shipping through the Strait of Hormuz. Markets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-09/trump-vows-troops-to-stay-with-iran-talks-set-amid-fragile-truce">points out</a>, reflected this uncertainty: oil prices began to rise again, while stocks in Europe and Asia fell.

Stocks fall, oil at $98: Trump promises to keep U.S. troops in the Middle East

The Walt Disney Company

US President Donald Trump has ramped up pressure on NATO and revisited the Greenland issue amid disagreements with allies over war with Iran, while highlighting the fragility of a truce in the Middle East. OpenAI is gearing up for an IPO with retail investors and a massive infrastructure investment. On these and other topics - in our review of key events for the morning of April 9.

Top story for this morning: Trump pressures NATO, Anthropic denied lifting Pentagon sanctions

The decline in oil quotations accelerated