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Source document· March 2, 2026
Stocks Recover as Iran War Pushes Energy and Defense Stocks Higher
View original at nasdaq.comStocks Recover as Iran War Pushes Energy and Defense Stocks Higher The S&P 500 Index ($SPX) (SPY) on Monday closed up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.15%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.13%…
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Combat operations could last for weeks until all objectives were completed
80% confidenceIran has no intention of negotiating with the US
80% confidenceIran's leaders must capitulate
80% confidenceExcluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%
80% confidenceThe real-time risk premium for crude oil is $18/bbl, corresponding to the estimate of the impact of a six-week full halt to tanker traffic in the Strait of Hormuz
80% confidenceFull-year EPS forecast of $2.38
80% confidenceS&P earnings growth is expected to climb by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth
80% confidence