The dollar, which has become a major defensive asset since the start of the U.S. conflict with Iran, has pulled back to pre-war levels 

Blue chips up 1.5%, Brent down 10%: markets react to de-escalation

Schroders, Amundi and Franklin Templeton funds are reviewing strategies

Investment funds have used the truce to buy trejeris and AI stocks. What are they selling?

Investors are always looking for the "right answers", especially during times of market turbulence like now. Will a recession begin? Is it better to buy or sell? The problem is that most of these questions don't have an answer - they require a solution. And both factually and psychologically, finding an answer and making a decision are different things. How do you learn to make decisions in the face of uncertainty? An economic model of the psyche can help, writes Konstantin Kunakh, psychologist, author of the <a href="https://www.litres.ru/book/konstantin-kunah/straday-s-tolkom-kniga-instrukciya-po-gramotnomu-ispolzov-71035111/">book</a> "Suffer with reason" and the<a href="https://t.me/usepain"> Telegram channel of</a> the same name.

How an economic model of the psyche can help investors 

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

Investors should not panic because of the rapidly changing market situation related to the war in Iran and the rising cost of oil, according to analysts <a href="https://markets.businessinsider.com/news/stocks/where-to-invest-stock-market-strategy-oil-us-iran-war-2026-3">surveyed by</a> Business Insider. Their advice is based on historical experience: in the post-World War II period, markets recovered losses 72% of the time within six months of the outbreak of military conflicts, according to Art Hogan, chief market strategist at B. Riley Wealth Management's Art Hogan. "So any abrupt change in a long-term investment portfolio is likely to be a mistake," he told Business Insider.

The US-Iran war is dragging on. What investors should do: 5 tips from Business Insider

Samsung Electronics Co., Ltd.

SK hynix Inc.

Global funds have withdrawn more than $3 billion from local assets amid a wave of risk avoidance

The best-performing market of the year experienced its strongest sell-off since 2024. Who's down?

Apple Inc.

Microsoft Corporation

Meta Platforms, Inc.

Amazon.com, Inc.

Alphabet Inc.

Throughout February, investors have been rushing from extreme to extreme over fears about artificial intelligence. Against this backdrop, are there any companies that have not yet been affected by traders' nervousness? Yes, one of them is Apple. Strangely enough, it is now benefiting from the fact that it lagged behind the leaders in AI development and was not too connected with the probable consequences of its implementation.

Apple was able to turn around a lag in the AI race: its stock avoided a massive sell-off

Salesforce, Inc.

ServiceNow, Inc.

SAP SE

Dassault Systemes SE

Tata Consultancy Services Limited

Infosys Limited

Experian plc

London Stock Exchange Group plc

Blackstone Inc.

KKR & Co. Inc.

Blue Owl Capital Inc.

The Charles Schwab Corporation

Raymond James Financial, Inc.

CBRE Group, Inc.

Jones Lang LaSalle Incorporated

In February, one market crash after another occurred in several sectors whose business model threatens to be undermined by AI, from software makers to wealth managers. "It's certainly a case of shoot first and ask questions later," Kerry Craig, global market strategist at JPMorgan Asset Management, <a href="https://www.bloomberg.com/news/videos/2026-02-11/jpmorgan-s-craig-on-trading-opportunities-in-ai-selloff-video">told</a> Bloomberg TV. Are the market's fears fair?

In February, stocks collapsed in several sectors at once. Investors traded "on fears of AI"

On the night of February 6, bitcoin collapsed to the level of $60 thousand, falling to the level of September 2024. Rustam Botashev, Partner and Investment Director of Blockreign Fund, believes that the world's main cryptocurrency may have found a practical use - it may become a leading indicator that can be used to predict the movement of the stock market.

Bitcoin has collapsed. This could be a harbinger of a stock market crash

The gap in insider selling and buying of stocks hit a five-year high in January, Bloomberg writes

Insiders mostly sold off stocks amid the S&amp;P 500's record highs. What does that tell us?

Hyundai Motor Company

The South Korean market rally was driven by the success of tech giants and the global AI boom

South Korea's stock market has overtaken Germany in value. It added $1.7 trillion over the year

The market is under pressure, but the foundation for its further growth, according to strategists, remains stable

Stock market