Iran war: markets signal inflation fears, not a safe-haven rush
Brent crude settled at $112.19 a barrel, the 10-year Treasury yield hit 4.39% and the S&P 500 fell 1.51% as markets weighed oil-driven inflation.
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P&L Staff
Strait of Hormuz closure sends oil to post‑Ukraine highs
The U.S.-Israeli conflict with Iran choked Persian Gulf shipments and closed the Strait of Hormuz. Global oil prices jumped to levels not seen since 2022.
U.S. and Israel launch most intense airstrikes inside Iran
The United States and Israel launched intense airstrikes inside Iran. Oil spiked near $120 a barrel and global markets rallied and fell in response.
Iran conflict pushes oil prices to highest since mid-2022
Iraq cut output by more than two-thirds. U.S. average gasoline rose to about $3.54 per gallon, up 21% from a month ago.
Markets swing after reports of US plan for major operation inside Iran
Reports of a planned U.S. operation inside Iran drove crude into a violent swing and pushed U.S. equities lower.
Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud revenue rose 34% to $15.2B in Q3 2025 as operating margin hit 23.7%, with backlog climbing 82% to $155B.
Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud grew 34% to $15.2B in Q3 2025 as margins hit 23.7%, with backlog up 82% to $155B, signaling demand for Gemini and lower-cost TPU-driven AI.
Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud revenue rose 34% to $15.2B in Q3 2025 as margins hit 23.7%, and backlog climbed 82% to $155B, signaling Alphabet’s TPU-driven advantage in AI.
Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud revenue rose 34% to $15.2B in Q3 2025 as operating margin reached 23.7%, with a $155B backlog up 82%.
Alphabet: Search dominance, AI disruption, and the future of attention
YouTube Shorts reached per-hour revenue parity in the US, subscriptions rose 21% to $12.9B with 300M+ paid users, and Waymo logged 15M annualized rides after a $16B raise.