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9-3-2026: Oil Surges on Iran Tensions, Yields Swing + Tech Holds Up
NYSE21d agobullishVIDEO
9-3-2026: Oil Surges on Iran Tensions, Yields Swing + Tech Holds Up

Eric Criscuolo, Market Strategist at the NYSE, reviews a volatile week that opened with renewed US-Iran hostilities and a sharp rally in crude oil, pushing yields higher and pressuring equities early on. Sentiment shifted mid-week as oil kept climbing but yields reversed on dovish Fed commentary and a soft ADP report, cutting September rate-hike odds from over 60% to a coinflip. Mega cap tech shook off early weakness to drive a broad market recovery, with Snowflake joining Salesforce as the latest software name to surge on earnings. The S&P 500 tested and held the lower bound of its 7,600-7,800 range before climbing back into the upper half, while energy led sector performance on oil's roughly 10% weekly gain.

Robinhood Stock Soars Thanks to Wall Street Upgrades, Platform Expansion
Barrons.com21d agobullish
Robinhood Stock Soars Thanks to Wall Street Upgrades, Platform Expansion

Shares of Robinhood jumped 15.2% Thursday on a more favorable outlook for the company and after several analysts published positive reports about the brokerage firm’s stock in recent days. Analysts from Morgan Stanley and Scotiabank upgraded Robinhood this week. A Piper Sandler analyst raised his price target as well.

AST SpaceMobile Stock Soars on New Buy Call
Barrons.com22d agobullish
AST SpaceMobile Stock Soars on New Buy Call

Space stock euphoria peaked ahead of SpaceX’s record-setting initial public stock offering, before the sector fell back to Earth. The broker launched coverage of four space stocks on Wednesday, all with Buy ratings: AST, Rocket Lab Planet Labs and HawkEye 360 HawkEye 360 according to ratings aggregators. Berenberg didn’t immediately respond to a request for comment.

Micron Technology (MU) Gains Driven by Earnings Upgrades
Insider Monkey24d agobullish
Micron Technology (MU) Gains Driven by Earnings Upgrades

MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]

UBS lifts S&P 500 target to 8,100 as earnings upgrades broaden beyond AI
Proactive29d agobullish
UBS lifts S&P 500 target to 8,100 as earnings upgrades broaden beyond AI

UBS has raised its equity index targets across every major region after a stronger-than-expected results season, and now expects earnings at S&P 500 companies to grow 25% this year. That is up from a previous forecast of around 20%. The Swiss bank's chief investment office, which advises...