On this episode of Market Sense, we are talking with Fidelity leaders about what the escalating conflict in the Middle East could mean for oil prices, the markets, and the global economy. Topics covered: • Iran Conflict • Middle East • Oil prices • Global economy • Tax bill 01:05: Conflict in the Middle East 02:27: Market reaction 05:25: Future market impact? 07:31: Managing portfolios & geopolitics 10:22: Oil prices: short and long-term 14:00: Oil prices and inflation 16:02: Global reaction 17:12: Internat ...

Industry Overview - The semiconductor industry is crucial for technological advancements in HPC, AI, automated driving, and IoT, with a bright long-term outlook due to the essential role of semiconductors in cloud functionality and data analysis [1] - Global semiconductor sales are projected to grow by 11.2% this year, following a 19% increase in 2024, driven by AI workloads demanding high-end logic chips and high-bandwidth memory [4] - Advanced nodes (below 20nm) capacity is expected to increase by 12%, with utilization remaining above 90%, while mature nodes utilization is projected to rise from 70% in 2024 to above 75% this year [5] Market Challenges - Geopolitical instability and U.S. tariffs are creating challenges, disrupting supply chains, delaying deliveries, and increasing prices, which may lead to a rich valuation despite the industry's long-term potential [2][3] - The ongoing geopolitical tensions, particularly regarding China and Taiwan, are raising concerns about supply chain disruptions and national security implications [9][17] Company Insights - NVIDIA Corp. is highlighted as a strong investment opportunity, with its GPUs leading in gaming and significant growth in enterprise, data center, and automotive sectors [24][27] - Texas Instruments (TXN) is also recommended for tracking, focusing on internal manufacturing capacity expansion and benefiting from U.S. semiconductor manufacturing incentives [31][34] Financial Performance - The semiconductor industry has gained 17.9% over the past year, outperforming the broader technology sector and S&P 500 index [18] - The industry is currently trading at a forward P/E ratio of 32.79X, which is below its median value but appears overvalued compared to the S&P 500 and broader sector [21][22] Future Growth Drivers - The industrial IoT market is expected to grow at a 12.7% CAGR between 2025 and 2033, driven by advancements in connectivity and AI adoption [7] - AI is identified as the largest driver of the semiconductor industry, transforming efficiency and competitiveness across various sectors [11][12]

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like Matt on because you're trying to figure out what exactly are we not thinking of in terms of the market action why are we higher why is V down all these things that you wouldn't have thought we play that game if I told you what had happened would you be able to tell me what the reaction the market% none of this today I would give maybe maybe yields maybe yields lower it was the only one I potentially could have gotten right based on but in terms of crude oil being down 6% absolutely not the S&P rallying ...

Iran launched missiles at a U.S. base in Qatar and at Iraq, where the U.S. keeps military facilities, officials said. Iran warned Qatar prior to the attack. Photo: Reuters ...

Joining us now is the Secretary of Energy, Chris Wright. Secretary Wright, I can't express thanks enough. I know how busy and sort of scary today in many ways has been.The oil markets are reacting in a positive way. Oil is falling. What message, and you're a former oil and gas executive at Liberty Energy.What do you think the oil markets are trying to say right now. Look, I think a strong, confident, calm America is just a stabilizing force both geopolitically and in the energy world. I think when people se ...

Stocks are holding on to narrow gains as investors await a response from Iran after the US preemptively struck three nuclear facilities in the country over the weekend. According to a note from Michael J. Wilson at Morgan Stanley out this morning, market response is typically limited following a geopolitical strike.But if Iran's National Security Council follows through on its parliament's vote to close the straight of Hormos, the oil prices, yeah, they could spike. Joining me now in studio for the show, we ...

>> THE U.S. MILITARY CARRIED OUT PERSISTENT STRIKES ON THE THREE KEY NUCLEAR FACILITIES IN THE IRANIAN REGIME. >> WE ARE NOT DRAGGING AMERICA INTO A WAR AND WE ARE LEAVING IT TO THE PRESIDENT AND HIS TEAM. >> THE BOMBING OF NUCLEAR FACILITIES BY THE UNITED STATES MARKS A TURN IN A REGION THAT IS ALREADY REALLY -- REELING.DANI: IT IS 5:00 A. M. IN NEW YORK CITY.I AM DANI BURGER WITH YOUR "BLOOMBERG BRIEF." IRAN VOWS TO EVALUATE AND KEEPS UP ON ISRAEL FOLLOWING THE U.S. ATTACK ON ITS NUCLEAR FACILITIES. THE W ...

Geopolitical Landscape in the Indian Ocean - The Indian Ocean is vital for global commerce, serving as a critical passage for trade between Europe, the Middle East, Africa, and Asia [1] - Increased competition exists between the US and China, and between China and India, for influence in the region [3] - President Trump's foreign policy shift has created uncertainty about the US's role, opening doors for China [3] - Tiny countries like Mauritius are being courted by major powers due to their strategic location [4] China's Growing Influence - China is investing billions in ports, infrastructure, and naval expansion in the Indian Ocean region, raising concerns in India [2] - As part of its Belt and Road Initiative, China is asserting regional influence with multibillion-dollar infrastructure investments [14] - China has built its first military base in Djibouti and is expanding its naval footprint in Cambodia [16] India's Response and Concerns - India relies on the Indian Ocean for approximately 95% of its international trade and 80% of its energy [11] - India is constructing a new airstrip on the Agaléga islands to track Chinese activity [7] - India has commissioned a new base on Minicoy Island and opened its first offshore military logistics hub at Duqm Port in Oman [20] - India views the potential for an external power, particularly China, to disrupt trade routes as a significant threat to its national security [17] US Role and Retreat - US cuts to foreign assistance are seen as an opportunity for China to fill the gaps [18] - The US base on Diego Garcia is crucial for countering China's growing presence in the region [19]

It seems as if the message coming at the moment is you order a bunch of Boeing airplanes, you are going to get a better trade deal. Where's the muscle in Europe. Where's the political backing that you need to be able to compete with what is happening with Boeing and the presidents of the United States.Right. We like the the power of our products. Yeah.At Airbus, we are passionate about techniques, about supporting uh what our customers need with the right uh the product, the right customer support as well. ...