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Source document· April 14, 2026

Stocks Rally on a Push for Diplomacy to End US-Iran War

View original at nasdaq.com
Stocks Rally on a Push for Diplomacy to End US-Iran War The S&P 500 Index ($SPX) (SPY) on Tuesday closed up +1.18%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.66%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.81%…
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  • Q1 S&P 500 earnings projected to climb +12% year-over-year

    60% confidence
  • Optimistic that Trump administration will soon drop investigation into Fed Chair Powell

    60% confidence
  • Would target all ports in and close to Persian Gulf if its own shipping hubs are threatened

    60% confidence
  • Floated a possible combination with American Airlines

    60% confidence
  • Stripping out technology sector, Q1 earnings projected to increase around 3%, the weakest in two years

    60% confidence
  • Talks with Iran could resume over the next two days in Pakistan

    60% confidence
  • Eurozone economy is between the baseline and adverse projections in ECB's base case, reflecting the war in Iran

    60% confidence
  • Denied report that it was seeking to acquire Dell Technologies or HP Inc

    60% confidence
  • Will not vote in favor of Kevin Warsh until Trump administration drops threat to prosecute Fed Chair Powell for cost overruns on Fed building

    60% confidence
  • Faster inflation due to Iran war doesn't make an interest rate hike self-evident

    60% confidence

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Wells Fargo & Company · net interest income12.10 USD

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AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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Morgan Stanley & Co. LLC
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