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The S&P 500 is down 7.4% since the Iran conflict began — worse than the median 6.1% decline during previous geopolitical shocks.
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Asian Stocks Wipe Out 2026 Gains as War Drives Inflation Worries Bloomberg.comSouth Korea's Kospi leads losses in Asia as Iran war worries keep investors on edge CNBCBrent crude set for record monthly gain; Asia shares falter as Iran war rages ReutersIran War Live Updates: Oil Falls, Stocks Gain on Report Trump Mulling War Exit Bloomberg.com
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Investors digested increasing signs of escalation of the U.S.-Israeli war in Iran, which has led to a blockage of critical energy supplies.
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S&P 500 falls alongside tech as oil continues march higher: Live updates CNBCStock market today: Dow rises, S&P 500, Nasdaq slips as war uncertainty drives oil prices higher Yahoo FinanceUS stocks swing as oil prices keep climbing AP NewsWall Street rebounds after recent selloff with Mideast conflict in focus Reuters
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Analysts like the strong multiyear growth potential that chip-equipment companies may hold.
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