The Tel-Aviv Stock Exchange Ltd.

Instead of panic and collapse - growth. Oninvest analyst Konstantin Gnenny analyzed how stocks traded on the Tel Aviv Stock Exchange reacted to the escalation with Iran, and why some sectors soared, while others failed;

Israel's stock exchange during the war: how investors capitalized on the conflict with Iran

Tesla, Inc.

Microsoft Corporation

Alphabet Inc.

The first half of the year on the world financial markets broke the expectations of the overwhelming majority of its participants. The bets on the strengthening of the dollar and "American exceptionalism", which provided a large-scale inflow of money into US assets, did not work. Donald Trump has turned from a politician, who was expected to support business and the economy, into a figure who unleashed a trade war and questioned the hegemony of the dollar. The European stock market <a href="https://oninvest.com/article/iz-maga-v-mega-kak-tramp-delaet-evropu-snova-velikoj">played</a> the role of Cinderella: the battered, unloved stepdaughter turned out to be a beautiful princess. And above it all, gold shone brightly.

The half-year of records and falls in the markets is over. What is next for investors?

In June of this year, Iran's nuclear program suddenly turned from a subject of diplomatic disputes and economic sanctions into a target of missile strikes. On June 13, Israel attacked key Iranian nuclear facilities, and on the night of June 22, the United States joined the operation. The airstrikes were the first time Iran's nuclear infrastructure has been hit. Maxim Starchak, a researcher at the Center for International and Defense Policy at Queens University, examined whether the Islamic Republic's nuclear program has been eliminated.

In the line of fire: what's left of Iran's nuclear program

"The atomic bomb hanging beneath the fuselage of the plane...came off the fighter-bomber that was disintegrating in mid-air and continued its flight eastward. It fell far from the place where the burning remains of the plane had crashed, fifty meters from the house of the Druze farmer... And now the Israelis were faced with a problem that was impossible to solve, even for those of them with a rich imagination. The bomb was somewhere in Syrian territory - but where exactly? Which of the four airplanes was carrying it? Where did it crash? The Israelis could not ask the Syrians to search for it. And what to say to the Americans, from whom they managed with considerable dexterity to acquire "special nuclear material", a fact that both sides categorically denied? Thus, the atomic bomb lay buried two meters into the ground near the house of a farmer who, unaware of its existence, continued to cultivate his field, which was strewn with stones here and there.

Scientists search, intelligence seeks: where has Iran's uranium gone?

BP p.l.c.

Shell plc

British energy company Shell, according to media reports, has begun preliminary discussions about a possible purchase of its rival BP. Tesla shares posted their highest intraday gain in two months after the launch of the first robot cabs in Texas. NATO countries agreed to increase defense spending to 5% of GDP by 2035. US President Donald Trump is fast-tracking his search for a successor to Fed chief Jerome Powell. About the main events from June 23 to June 27 - in our review;

Highlights of the week: truce in the Middle East, Tesla robotaxi, NATO spending

Analysts at Morgan Stanley and Raymond James analyzed the post-war stock "swing" since the mid-20th century

47 days later: how markets recover from war and conflict


Investment bank's baseline scenario assumes oil at $60-65

UBS allowed oil prices to fall below $50 per barrel. What is behind this scenario?

Paramount Skydance Corporation

Against the backdrop of ongoing tensions around the truce between Israel and Iran, the cost of oil rose by more than 1%, but remains near its lows for several weeks - investors do not expect supply disruptions. At the same time, optimism is growing in the stock market: the S&amp;P 500 index is close to an all-time high, and a BMO strategist has improved his outlook for U.S. stocks this year. At the same time, bond market veteran Bill Gross warns that yields on 10-year Treasuries are unlikely to fall below 4.25%, while predicting a "small bull market" for stocks amid the AI boom. On these and other topics, see our roundup of key events for the morning of June 25.

Highlights for the morning: Wall Street is expected to rally, oil is rising, South Park vs. Skydance

Broadcom Inc.

NVIDIA Corporation

Delta Air Lines, Inc.

Nvidia stock gains pull tech indexes higher

Nasdaq 100 index hits record for the first time since the imposition of duties and the Iran crisis

Chevron Corporation

Exxon Mobil Corporation

The cost of oil has returned to the level it was before Israel began bombing Iran

Oil prices are down more than 6%. Why could this be bad for the stock market?

The euro will be the most sought-after currency in central banks' reserves over the next 1-2 years, the yuan on a 10-year horizon, a survey showed

The world's central banks are considering moving away from the US dollar. What are they choosing?

AstraZeneca PLC

Chewy, Inc.

Novo Nordisk A/S

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

#Iran: 71