MarketWatch

The cease-fire agreement between the U.S. and Iran triggered a relief rally in shares of travel and retail giants Wednesday, on hopes that a break from surging fuel prices would help businesses manage costs and calm anxious consumers.

“We currently have a home equity line of credit in the amount of $30,000 and a car loan of $15,000.”

Since the start of President Trump’s second term, nine of the 10 top days for the S&P 500 have been spurred by de-escalation either involving tariffs or Iran.

Oil prices posted their biggest one-day percentage decline in almost six years on Wednesday after the U.S. and Iran agreed to a two-week cease-fire.

Cheaper U.S. natural gas is a bright spot for consumers in otherwise dim energy markets. But the contrast is so stark it has created an anomaly.

The memory trade had been coming undone in recent weeks, but it now looks to be back on in a big way following the announcement of a two-week cease-fire agreement with Iran.

Institutional investors are pivoting toward the “picks and shovels” of the power sector — and opening a new frontier for AI-driven growth.