Market prepares for European and US equities to decline after markets open

Oil has consolidated above $100. US allies may go to war with Iran, says WSJ

EchoStar Corporation

Shares of satellite communications operator EchoStar fell in price at trading on March 23 - the first day after its inclusion in the S&amp;P 500, while the index itself <a href="https://oninvest.com/article/szataa-pruzina-indeksy-ssa-vzleteli-neft-obvalilas-na-24-den-vojny-s-iranom">rose</a> sharply. The company's capitalization has jumped more than 300% over the last year. Its securities remain one of the few public ways to bet on SpaceX before the IPO, writes Barron's. Analysts rate EchoStar's prospects moderately optimistic despite the rally.

The stock, known as a bet on SpaceX, fell on its first day in the S&amp;P 500. Worth buying

Chevron Corporation

Energy markets are not sufficiently accounting for the oil supply shock caused by the war with Iran, said Mike Worth, head of Chevron, one of the world's largest oil companies. Given the scale of supply disruptions and infrastructure damage, Brent futures should trade higher, he warned, speaking at the annual S&amp;P Global CERAWeek conference in Houston, Barron's <a href="https://www.barrons.com/articles/energy-markets-should-be-more-worried-chevrons-ceo-says-f65915b8?mod=RTA">reports</a>.

Chevron CEO: oil market has not sufficiently priced in supply shock due to Iran

BlackRock, Inc.

Larry Fink warns: the old model of economics is no longer working for most, and the technology boom risks making the gulf between rich and poor insurmountable

AI will make the rich even richer, says BlackRock CEO. How not to be left behind?

It was the most volatile trading session since the conflict in the Middle East began

'Compressed spring': US indices soar, oil collapses on 24th day of war with Iran

The Estee Lauder Companies Inc.

Puig Brands SA

The merger could result in a $40 billion cosmetics giant

Estée Lauder shares collapsed after the FT reported a possible merger with Spain's Puig

Valero Energy Corporation

SLB N.V.

Halliburton Company

Donald Trump's surprise announcement that the US is <a href="https://oninvest.com/article/tramp-ob-avil-o-vremennom-prekrasenii-ogna-po-energeticeskoj-infrastrukture-irana">suspending</a> strikes on Iranian infrastructure after "productive negotiations" has brought optimism back to traders, with the S&amp;P 500 index of US stocks rising more than 1.5%. However, investor Michael Burry, known as the prototypical hero of the "Downgrade Game," said he prefers to refrain from trading in such a market.

Stocks are feverish. Why doesn't iconic shortstop Michael Burry trade in a market like this?

The sharp decline in gold prices may be due to a change in investor sentiment, which reflects that the market is becoming more risk averse, <a href="https://www.marketwatch.com/story/why-golds-plunge-into-a-bear-market-is-a-good-signal-for-stocks-according-to-morgan-stanley-bacf5d35">writes</a> MarketWatch, citing Morgan Stanley strategist Mike Wilson. And although at the height of the conflict in the Middle East gold did not behave as a protective asset, it is worth taking into account that in the long term the precious metal usually grows against the background of geopolitical and market tensions, analysts note.

Why did Morgan Stanley see the collapse in gold prices as a positive signal for US stocks?

The U.S. Federal Reserve should not form monetary policy on the basis of short-term factors related to the war against Iran, says a member of the Board of Governors of the regulator Stephen Miran, his opinion is <a href="https://www.bloomberg.com/news/articles/2026-03-23/fed-s-miran-says-too-early-to-alter-outlook-for-four-2026-cuts">published by</a> Bloomberg.

'It's too early to draw conclusions': Fed board member maintains forecast of four rate cuts

Telegram fully redeemed the bonds it issued five years ago in 2021, the company's founder Pavel Durov <a href="https://t.me/durov/476">wrote</a> in his Telegram channel. Some of them <a href="https://oninvest.com/article/obligacii-telegram-na-500-mln-zamorozili-iz-za-sankcij-protiv-rossii-ft">may have been frozen</a> in Russia due to Western sanctions, the Financial Times reported in January.

Durov announced the redemption of Telegram's bonds. Their part could have been frozen by sanctions

Iran did not negotiate with the United States as US President Donald Trump <a href="https://oninvest.com/article/akcii-ssa-vzleteli-neft-103-rynki-posle-smagcenia-pozicii-trampa-po-iranu">claimed</a>, Iranian Parliament Speaker Mohammad-Bagher Ghalibaf <a href="https://x.com/mb_ghalibaf/status/2036108700524347420">said</a> on his social media page X - Axios, citing an Israeli official, had earlier <a href="https://oninvest.com/article/neft-opustilas-do-99-za-barrel-tramp-zaavil-iran-otkazetsa-ot-adernogo-oruzia">reported</a> that it was the White House representatives who had dialogued with him.

Oil - back above $100, stocks slowed: Iran rejects Trump's stated dialog

Meta Platforms, Inc.

Meta Platforms CEO Mark Zuckerberg is developing a personal AI agent to assist him as head of the company, an unnamed source <a href="https://www.wsj.com/tech/ai/mark-zuckerberg-is-building-an-ai-agent-to-help-him-be-ceo-eddab2d5?mod=hp_lead_pos5">told</a> The Wall Street Journal.

Investment ideas