Analysts warn of a sharp market reaction if Trump orders a strike on Iran

The U.S. may join the operation against Iran. What scenarios are expected on Wall Street

Analysts have identified several areas where change may occur

JPMorgan predicted an Israeli strike on Iran. What else did the bank suggest to keep an eye on?

The scramble over the U.S. budget bill, which greatly increases the deficit and government debt, is just a special case of investor concern over rising debt burdens around the world. Long-term bond yields of major developed countries have recently jumped to multi-year highs, jeopardizing budgets and economic growth. But countries that only a decade ago were considered outcasts in the debt market have suddenly emerged as winners.

Outcasts have become favorites: why investors are buying government bonds of peripheral countries

Israel's largest-ever attack on Iran dramatically raises the stakes in the conflict between the two warring countries, but it is too early to talk about a full-scale war: the Iranian authorities, having received another slap in the face from the Jewish state, will certainly be forced to respond, but will most likely be able to afford only a symbolic response. Nevertheless, this escalation may have far-reaching consequences, and not only for Israel and Iran, believes orientalist Ruslan Suleymanov;

Undeclared war: where will Israel's full-scale attack on Iran lead?

Markets in the Middle East declined on June 12, due to fears of a new escalation of relations in the region. Stocks in Tel Aviv and Dubai fell more than 2%: Thursday could be their worst day in two months. The U.S. ordered some staff to leave the embassy in Iraq over fears of Iranian strikes. And CBS sources say Israel has warned U.S. officials to prepare for its operation against Iran.

Middle East markets fell as tensions between Iran and Israel escalated

According to the billionaire, the U.S. is in the fifth and penultimate stage of the historical cycle, which precedes a major conflict like a revolution or civil war

Ray Dalio: How does the US resemble the USSR before its collapse and what risks should investors watch out for?

The complete loss of the highest credit rating is a consequence of the U.S. budget problems that have been growing for years. Debt is mounting, it is becoming record expensive to service, and markets are already demanding a risk premium. Does the White House have ways to solve this problem?

Rising spending and massive debt: does the U.S. have quick ways to solve the budget problem

Tilray Brands, Inc.

The marijuana investment boom in the stock market has come to an end, <a href="https://www.bloomberg.com/news/articles/2025-06-09/pot-stock-euphoria-vanishes-as-us-legalization-remains-elusive?sref=Y0jVLcFo">writes</a> Bloomberg. Interest in what appeared to be a promising industry is fading following hopes for federal legalization of cannabis in the United States. Investors still waiting for profits are missing opportunities to make money on other assets, analysts say;

Bloomberg: The cannabis investment boom is over. What should investors expect?

Tesla, Inc.

The main internet drama and the most discussed topic on blogs this week is the public spat between billionaire Ilon Musk and US President Donald Trump.&nbsp;

"Alien vs. Predator": what economists and political analysts are writing about Trump and Musk's spat

NVIDIA Corporation

Advanced Micro Devices, Inc.

Amazon.com, Inc.

Last week Nvidia presented its quarterly report - its revenue and profit exceeded analysts' expectations, and investment bank Oppeheimer even called it "the best company in the best sector". Freedom Holding co-founder Igor Klyushnev discusses whether Nvidia has a chance for further growth;

Nvidia's race: does the company have a chance to grow its capitalization to $5 trillion?

UroGen Pharma Ltd.

Navitas Semiconductor Corporation

The main U.S. small-cap index retreated for the first time in six weeks. Meanwhile, the IPO market is booming, particularly in the small-cap segment. A partnership with Nvidia caused a small cap to skyrocket. Here's what happened witb small caps last week May 19-23 and what to watch for this week.

Small-cap recap/preview: Russell 2000 retreats, IPO boom, Nvidia news spurs surge

Last week, small caps were the worst-performing segment of the U.S. market, while volatility reached staggering levels — 3.5 times the five-year average. Here's a recap of what happened in the space between April 7 and April 11, and what to expect in the week ahead.

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