Mar 27, 2026 | Markets
Microsoft Corp. is at the intersection of two troubling trends roiling the technology sector, which has the stock on track for its worst quarterly performance since the global financial crisis two decades ago. First, the software giant is doubling down on capital...
Mar 27, 2026 | Markets
Russia is abandoning plans for a sharp downgrade to its 2026 growth forecast as the war in Iran boosts its oil revenue. The Economy Ministry is now unlikely to significantly revise its projected 1.3% expansion in gross domestic product when it updates its...
Mar 26, 2026 | Markets
Bank of America Corp. is picking new favorites in the European defense sector as the Iran war highlights the importance of missile systems and drones. Analysts led by Benjamin Heelan said they now prefer companies that help build the systems that detect, track and...
Mar 25, 2026 | Markets
BlackRock Inc. President Rob Kapito said investors may be underestimating the risks stemming from the Iran war, which are likely to weigh on growth and drive inflation higher even if the conflict ends soon. Growth could be hit by as much as two percentage points,...
Mar 25, 2026 | Markets
Enormous spending on artificial intelligence and the global energy transition are likely to cause inflationary pressures for decades to come, according to the chief executive of global infrastructure money manager IFM Investors. “Inflation is an issue that investors...
