High sensitivity to energy costs makes the European and Indian market most vulnerable in the event of a prolonged conflict in the Middle East

UBS downgraded eurozone and Indian equities because of oil. Who did it upgrade?

Nebius Group N.V.

The company's stock is up more than 350% in the past year

BofA expects Nebius Volozh shares to rise more than 30%. Is it too late to invest?

The pace of growth in U.S. business activity slowed in March to a near one-year low, while prices for materials and other components rose after the start of the U.S.-Israeli war with Iran, S&amp;P Global's release of preliminary business activity indexes (PMIs) <a href="https://www.pmi.spglobal.com/Public/Home/PressRelease/adc91b5cf42442cbb220d5b66b64ec7d">showed</a>. This is the first macroeconomic data <a href="https://oninvest.com/article/utro-v-n-u-jorke-neopredelennost-sohranaetsa">to reflect the</a> reaction of businesses to external shocks.

U.S. business activity growth at its lowest in almost a year amid war with Iran

Tesla, Inc.

Tesla and BYD took the same market share of new car registrations in February

Tesla resumes sales growth in Europe after a year-long slump. What about the stock?

Brent crude oil returned to $103 a barrel after collapsing the previous day to $96 - amid US President Donald Trump's statements on talks with Iran

'You can't press pause': US stocks back to falling amid ongoing war

Peloton Interactive, Inc.

Investors should hold off on buying shares of small-cap fitness equipment maker Peloton, Motley Fool contributor John Ballard <a href="https://www.fool.com/investing/2026/03/24/is-pelotons-ai-pivot-a-buy-signal/">argues</a>. The company first needs to demonstrate that the AI features it <a href="https://en.oninvest.com/article/peloton-unveiled-a-new-line-of-ai-enabled-products-why-did-the-stock-fall-10">introduced</a>&nbsp;in its equipment last autumn can expand its customer base and reignite revenue growth, he says.

Motley Fool: Wait to see evidence that Peleton's AI pivot is bearing fruit

Frontline plc

Nordic American Tankers Limited

DHT Holdings, Inc.

Teekay Tankers Ltd.

Solaris Energy Infrastructure, Inc.

The conflict between the U.S. and Israel and Iran has sharply reshaped the global oil market over the past three weeks. The Strait of Hormuz, through which around a fifth of global oil supply transits, has been effectively closed. Prices have reacted quickly: oil is up about 50% and gas 55% versus the end of February. Brent crude has stabilized around $100 per barrel, having briefly jumped to $119, while regional benchmarks Dubai crude and Oman crude are&nbsp;<a href="https://www.reuters.com/business/energy/middle-east-oil-benchmarks-hit-record-highs-war-cuts-supply-2026-03-16/#:~:text=Cash%20Dubai%20was%20assessed%20at%20a%20record%20%24157.66%20per%20barrel%20on%20Tuesday%20for%20May%2Dloading%20%E2%80%8Bcargoes%2C%20S%26P%20Global%20Platts%20said%2C%20surpassing%20Brent%20futures%27%20all%2Dtime%20high%20of%20%24147.50%20in%202008">above</a>&nbsp;$150 per barrel, with Dubai having&nbsp;<a href="https://www.cnbc.com/2026/03/19/166-a-barrel-middle-east-oil-gives-clue-to-where-all-prices-could-be-headed-if-iran-war-drags-on.html#:~:text=Dubai%2520crude%2520oil%2520prices%2520surpassed%2520%2524166%2520a%2520barrel%2520to%2520a%2520new%2520record%2520high%2520on%2520Thursday%252C%2520according%2520to%2520market%2520data%2520provider%2520Platts.">rising</a>&nbsp;as high as $166. Against this backdrop, seaborne oil transport, as a sector, is experiencing one of its strongest periods in recent years – longer routes are boosting ton-mile demand, and freight rates have <a href="https://en.sedaily.com/news/2026/03/14/container-freight-rates-surge-30-percent-since-us-iran#:~:text=Container%2520Freight%2520Rates%2520Jump%252030%2525%2520Since%2520US%252DIran%2520Conflict">risen</a>&nbsp;30-40% depending on the region.

Tankers and oilfield services: Eight stocks and one ETF being buoyed by the oil shock

For Iran, conflict with the West is existential, so the incentive to wage a protracted war is extremely high, says a key U.S. stock market participant

"A war for months, if not years": Citadel sees investors' dangerous miscalculation on Iran

Puig Brands SA

The Estee Lauder Companies Inc.

For Spanish Puig securities, today could be the best day in corporate history

Rabanne owner Rabanne's shares rose 15% on the back of a possible deal with Estée Lauder

A growing customer base and a Bank of England license pave the way for the company to compete directly with traditional banks

Fintech Revolut reports record profits for 2025

The Russell 2000, the benchmark for small-cap stocks, rose 2.30% on the day Monday after U.S. President Donald Trump <a href="https://en.oninvest.com/article/trump-announces-temporary-ceasefire-on-iran-s-energy-infrastructure">said</a>&nbsp;the U.S. and Iran had “productive conversations,” following a correction on Friday. The iShares Russell 2000 ETF (IWM)&nbsp;<a href="https://finance.yahoo.com/quote/IWM/">gained</a>&nbsp;2.15%. The rally is expected to continue into Wednesday and Thursday, after which traders should pause and take near-term profits, <a href="https://www.cnbc.com/2026/03/23/watch-small-cap-stocks-as-market-tries-to-recover-from-last-weeks-declines-says-nyse-insider-jay-woods.html">says</a>&nbsp;Jay Woods, chief market strategist at Freedom Capital Markets.

Russell 2000 leads Monday's rally. How should investors play the rest of the week?

Apollo Global Management, Inc.

Delta Air Lines, Inc.

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

Nike