Barclays raised its 2026 year-end ⁠S&P ⁠500 target on Tuesday, ⁠betting that strong corporate earnings led by the technology ​sector and resilient economic growth will outweigh rising macro risks, including war in ‌the Middle East, AI-driven disruption ‌and stress emerging in private credit markets. The British brokerage lifted its ⁠index target ⁠to 7,650 from 7,400, implying about 16.2% upside from Monday’s close ​at 6,581.00. Since the Iran war started, the S&P 500 has fall

A worker places hand-painted signs stating the station is out of diesel and 95-octane gasoline at a gas station in Samut Prakan, Thailand, March 16, 2026. War’s attacks on energy could turn economic shock into long-term damage; a new phase targeting oil and gas infrastructure in the Persian Gulf threatens to hurt businesses and customers around the world for months or even years. (Lauren DeCicca/The New York Times) By PATRICIA COHEN The game has changed. From the moment the U

Private equity-backed AEVEX filed ⁠for ⁠an initial public offering ⁠in the United States on Monday, as it ​looks to tap into investor enthusiasm for the defense sector. The U.S. IPO ‌market remains accessible despite ‌the ongoing conflict in the Middle East, with some issuers ⁠in ⁠recent weeks braving market volatility to push ahead with their ​listings. The defense technology prime contractor reported a net loss of $16.8 million on revenue of $432.9 million in 2025, compared

Waves surge from hurricane Sandy along a pathway in New York, Oct. 29, 2012. A monthlong seminar offers lessons in how to anticipate and prepare for the mounting disruptions of global warming. (Ruth Fremson/The New York Times) By HILARY HOWARD When Jason Haaheim, a principal timpanist for the Metropolitan Opera Orchestra in New York City, found himself furloughed indefinitely, without an apartment and newly obsessed with climate change during the coronavirus pandemic, he had

A Middle East crisis that has convulsed markets should remain the focal ⁠point ⁠for Wall Street in the near term, as investors stay glued ⁠to developments in Iran and the fallout from surging energy prices. As the U.S.-Israeli war on Iran stretches to three weeks, an over 40% jump ​in oil prices is driving worries about higher inflation and stagnating economic growth. Inflationary concerns on Friday were prompting markets to rule out any equity-friendly interest rate cuts thi

Gas prices in Huntington Beach Calif., June 4, 2022. Gas prices rose on Wednesday, and stood at a national average of $3.84 a gallon, according to the AAA motor club. (Jenna Schoenefeld/The New York Times) By THE NEW YORK TIMES Oil prices continued to climb steadily and stocks across Asia dropped on Thursday after attacks on major energy facilities in Iran and Qatar injected new uncertainty into the outlook for energy supplies. Global oil prices top $112 a barrel. The price o

By NIRAJ CHOKSHI Airlines are raising prices to cover soaring fuel costs, but that doesn’t seem to be pushing many travelers away. At an investor conference earlier this week, executives from most major U.S. airlines said that robust travel demand was offsetting the effects of winter storms and a huge rise in the cost of jet fuel since the start of the war in Iran. The price of jet fuel on Monday was about 50% higher than it was before the war began Feb. 28. Executives at Ame

Wall Street bank capital would fall 4.8% under softened rules regulators unveiled ⁠on ⁠Thursday, freeing up billions of dollars for lending, dividends and ⁠share buybacks in a stunning victory for the industry, which had faced double-digit hikes under a previous plan laid out in 2023. The ​sweeping proposal changes to how banks calculate funds they put aside to absorb losses should be a boon for Goldman Sachs, Morgan Stanley, JPMorgan Chase, Citibank and other lenders that h

By SHEERA FRENKEL As the third week of the war in the Middle East continues, intelligence gathered by the Pentagon is being analyzed by technology from the artificial intelligence company Anthropic, on a system run by the data analytics firm Palantir. Drones created by a defense tech startup in Arizona have emerged as a key piece of the U.S. war arsenal. And anti-drone systems made by a California startup have been deployed to protect U.S. forces in the region. Silicon Valley

Global stocks fell on Wednesday, extending declines after the Federal ⁠Reserve kept ⁠interest rates unchanged, while a rise in crude prices ⁠and an earlier reading on U.S. inflation kept equities under pressure. The U.S. central bank’s summary of economic projections (SEP) showed the Fed’s benchmark ​overnight interest rate would fall by just a quarter of a percentage point by the end of this year, with no hint of the timing of such a move, while the inflation projection for