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DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing intense volatility and heavy selling pressure as the community debates the impact of potential federal legislation aimed at regulating sports-based prediction markets. Investors remain deeply divided, with bears pointing to persistent insider selling and competitive threats from newer platforms, while bulls speculate that regulatory crackdowns on rivals could ultimately strengthen the company's market position.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing intense downward pressure as investors rotate out of the stock due to concerns regarding AI infrastructure spending, slowing growth in its cloud and software divisions, and the broader volatility of the Magnificent Seven sector. The community is sharply divided, with many traders lamenting the stock's persistent underperformance and technical breakdown, while long-term investors are increasingly viewing these levels as a deep-value buying opportunity.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is experiencing significant momentum driven by promising clinical data from its new siRNA pipeline for rare muscle diseases, alongside renewed optimism following leadership changes at the FDA's CBER division. The community is actively discussing a potential short squeeze, a possible buyout, and the company's transition into a broader RNA platform, fueling a bullish shift in sentiment despite recent regulatory headwinds.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently trending as investors weigh the impact of rising CPU demand and price hikes against ongoing market volatility and sector-wide sentiment shifts. The community remains deeply divided, with bulls pointing to the company's long-term potential in data centers and AI, while others express concerns over geopolitical instability and potential downside price gaps.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Charles Schwab is facing a wave of intense backlash from users following widespread platform outages and persistent trading restrictions, with the community actively debating whether these failures point to systemic infrastructure weaknesses. Amidst these technical frustrations, users are increasingly discussing legal avenues and comparing the platform to competitors like Interactive Brokers and Robinhood, while some investors monitor how these service disruptions impact the firm's overall market standing.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is seeing significant upside momentum as retail investors flock to the stock as a proxy play for the highly anticipated SpaceX IPO, while community sentiment remains divided between those chasing the hype and those concerned about the fund trading at a premium to its net asset value. Active discussions are heavily centered on the fund's top-tier tech exposure, including SpaceX, Anthropic, and OpenAI, with many traders drawing comparisons to recent price action in similar thematic funds.

Fundrise Growth Tech Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund ($VCX) is seeing massive retail interest and extreme volatility as traders scramble for exposure to high-profile private tech holdings like SpaceX and OpenAI. While the community is split between aggressive bulls targeting higher valuations during the current lockup period and skeptics warning of a massive premium over net asset value, the stock continues to act as a magnet for momentum-driven buying.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently experiencing high volatility and intense community debate surrounding its latest quarterly results, with investors weighing solid revenue growth and upbeat guidance against concerns over high valuations and broader semiconductor sector weakness. While the community remains deeply polarized, the active discussion centers on the company's long-term potential as a critical player in AI-driven data center infrastructure versus short-term skepticism regarding its ability to sustain current performance levels.

ORCASM is a filthy little memecoin that knows exactly what you came for. It launched on Orca's Wavebreak but was born to make waves—wet, loud, and unforgettable. This isn’t your ordinary meme. ORCASM builds up the tension slow, goes deep, and leaves you gasping for more. It’s raw, unfiltered trencher energy dripping with shameless satisfaction. No promises. No roadmaps. Just pure, orcasmic pleasure.

Orcasm

Orcasm is capturing significant trader attention as a speculative meme asset, with the community actively debating whether it marks a thematic shift from animal-based tokens to marine-themed projects. While supporters highlight its low market capitalization and potential for volatility, critics warn of high risk and potential manipulation, fueling polarized discussions among those looking for rapid, short-term gains.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing a period of intense volatility and investor debate following a major leadership restructuring that saw the co-founders return to the co-CEO roles. While some in the community view the management shake-up as a positive move to regain operational focus, others are expressing concern over the departure of the former CEO, leading to a 'prove-it' moment for the brand amidst a technical breakdown in the stock's price action.

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<ul class="summary-bullets"><li>Trump also praised Secretary of State Marco Rubio for “doing a fantastic job” on Cuba.</li><li>Earlier on Thursday, Trump told Politico that after helping pick Iran’s next leader, he would help with a regime change in Cuba.&nbsp;</li><li>The comments come amid U.S. and Israel’s coordinated strikes against Iran that have disrupted global energy supply and sent stock markets into a frenzy.</li></ul>U.S. President Donald Trump reportedly suggested on Thursday that his administration will look into Cuba after the Iranian military operations are completed.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/05/cuba-crisis-iran-war-trump-rubio-talks-venezuela-oil.html">report</a> from CNBC, Trump said at the White House that the U.S. wants to “fix” the crisis in Cuba.“What’s happening with Cuba is amazing,” Trump reportedly said. “We think that we want to fix — finish this one first, but that will be just a question of time before you and a lot of unbelievable people are going to be going back to Cuba, hopefully not to stay.”The comments come amid U.S. and Israel’s coordinated strikes against Iran that have disrupted global energy supply and sent stock markets into a frenzy.<h2 class="st-heading-2">Foreign Operations</h2>Trump’s comments on Cuba reportedly came after the president shared updates on the war in Iran, saying that the U.S. and Israeli militaries continue to “totally demolish the enemy.”Trump also praised Secretary of State Marco Rubio for “doing a fantastic job” on Cuba. Earlier on Thursday, Trump <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/news/2026/03/05/trump-unleashed-president-bullish-on-iran-eyeing-regime-change-in-cuba-and-impatient-with-ukraine-00814292">told</a> Politico that after helping pick Iran’s next leader, he would help with a regime change in Cuba. “Cuba’s going to fall, too,” he said.The Cuban economy has been struggling, with fuel shortages deepening woes further after the Trump administration imposed an oil blockade on the country, after arresting the president of its key oil trading partner, Venezuela, in a military operation.“We cut off all oil, all money, or we cut off everything coming in from Venezuela, which was the sole source. And they (Cuba) want to make a deal,” he told Politico.<h2 class="st-heading-2">Market Reaction</h2>Meanwhile, President Trump’s military operations in Iran have sent oil prices soaring, while simultaneously weighing down on investor sentiments in the stock markets.U.S. West Texas Intermediate (WTI) crude futures maturing in April 2026 jumped on Thursday, closing above the $80-per-barrel mark for the first time since 2024.U.S. stock markets closed in red on Thursday after the Dow Jones Industrial Average declined nearly 800 points. The <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust </a>(DIA) closed down 1.62%, and was 0.02% lower in extended trading hours. The <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down 0.07% at the time of writing, while the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF </a>(QQQ) fell 0.02% after closing 0.3% lower.Retail sentiment around the S&amp;P 500 ETF was in the ‘neutral’ territory at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump speaks during a visit to the Fort Bragg U.S. Army base on February 13, 2026 in Fort Bragg, North Carolina. (Photo by Nathan Howard/Getty Images)

Trump Says After Iran, US May Turn Its Attention To Cuba: Report 

According to a report from CNBC, Trump said at the White House that the U.S. wants to “fix” the crisis in Cuba after the Iranian military operations are completed. 

Equity

<ul class="summary-bullets"><li>Schwab’s Michelle Gibley said crew safety concerns could still restrict oil shipments through the Strait of Hormuz despite President Donald Trump extending risk insurance.</li><li>ING Think analysts said the latest crude price spike echoes the 2022 surge when oil rose above $100 per barrel amid rising inflation.</li><li>Earlier, Iran’s Foreign Minister Seyed Abbas Araghchi warned on X that the U.S. would “bitterly regret” the precedent set by sinking the Iranian frigate IRIS Dena in international waters in the Indian Ocean.</li></ul>U.S. equities declined in Thursday’s midday trade as the United States-Israel-Iran war entered its sixth day. The Dow Jones Industrial Average tumbled over 800 points at the time of writing, while the S&amp;P 500 index fell 0.9%.Crude oil prices soared on Thursday after Iran said it had struck an oil tanker with a missile in the northern parts of the Persian Gulf. According to a state media&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.tasnimnews.ir/en/news/2026/03/05/3532070/irgc-hits-american-oil-tanker-in-persian-gulf">report</a>, the tanker struck by the IRGC Navy was on fire at the time of writing.U.S. West Texas Intermediate (WTI) crude futures maturing in April soared nearly 6% on Thursday, rising to $79.15 per barrel, compared to the previous closing price of $74.66. Brent crude futures maturing in May gained 4.4%, rising to $85.02 per barrel."The U.S. International Development Finance Corporation would need to have some creative operational changes, including the ability to operate in the Middle East, a shift from project-based financing to shipping, and would need a significant acceleration in approvals from the typical six-to-nine month process," said Michelle Gibley, director of international equity research and strategy, Schwab Center for Financial Research.Gibley added that despite President Donald Trump's extension of risk insurance, concerns about crew safety could limit the level of risk associated with shipping oil through the Strait of Hormuz.The CNN Fear and Greed Index&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://edition.cnn.com/markets/fear-and-greed">was</a> hovering in the ‘Fear’ zone at 34.<h2 class="st-heading-2">Tehran Hit By A Missile Attack</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/iran-live-war-widens-iran-says-us-will-bitterly-regret-sinking-ship-2026-03-05/">report</a> citing Iran’s ISNA news agency, the country’s capital city, Tehran, experienced a missile attack on Thursday. This was after a warning from the Israeli military that urged residents to leave certain parts of the city.Earlier, Iran’s Foreign Minister Seyed Abbas Araghchi warned in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://x.com/araghchi/status/2029435610922996100">post</a> on X that the U.S. will “bitterly regret” the precedent it has set, referring to the sinking of the Iranian frigate Dena in international waters in the Indian Ocean.<figure class="image"><img src="https://news.stocktwits-cdn.com/Aragchi_post_jpg_b556399a1a.webp" alt="Seyed Abbas Araghchi's post on X" width="583" height="233"><figcaption>Seyed Abbas Araghchi's post on X | @araghchi/X</figcaption></figure>Meanwhile, Iran said it struck Kurdish bases in Iraq and targeted separatist groups attempting to enter the country through its western border.<h2 class="st-heading-2">Oil Price Surge Brings Back Memories Of 2022, Say Analysts</h2>Analysts at ING Think stated in a recent note that the current spike in crude oil prices is bringing back the memories of a similar surge in 2022, when they soared above the $100 per barrel level amid rising inflation.“A potentially stagflationary shock for the global economy, posing a new dilemma for central banks – and not only for those with a dual mandate,” the firm said.However, ING Think noted that it’s slightly different this time around, since an energy price shock would also hit a slowing labor market. “In 2022, most labour markets were resilient and partially received additional boosts from pandemic fiscal support,” it added.At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down 0.41%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) fell 0.08%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 1.42%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘neutral’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/merkley-klobuchar-bill-banning-government-officials-from-prediction-markets/cZdQH0rRI3f">Democrat Lawmakers Move To Ban Government Officials From Prediction Markets After Iran, Maduro Bets: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The New York Stock Exchange stands on Wall Street in New York City

Dow Tumbles Over 800 Points, Crude Oil Prices Soar After Iran Says It Hit An Oil Tanker – Escalating US-Israel-Iran War Enters 6th Day

U.S. West Texas Intermediate crude futures maturing in April soared nearly 6% on Thursday, rising to $79.15 per barrel.

<ul class="summary-bullets"><li>Qatar’s Foreign Ministry spokesperson Majed Al Ansari said Iran did not notify Doha of the missile strikes, while adding that the Iranian attacks targeted not just military sites but all of Qatar’s territory.</li><li>Meanwhile, Iran has reportedly vowed to strike all economic hubs in the Middle East if the joint attacks by the United States and Israel continue.</li><li>Amid the rising tensions, the U.S. Embassy in Saudi Arabia issued a warning about an imminent threat of missile and drone attacks at the consulate in Dhahran.</li></ul>Qatar on Tuesday denied reports that it launched strikes on Iran following an attack on its capital, Doha.“Qatar has not been part of the campaign targeting Iran. We are exercising our right in self-defense and deterring Iranian attacks against our country,” Qatar’s Ministry of Foreign Affairs spokesperson, Dr. Majed Al Ansari, stated in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/majedalansari/status/2028860160593015145">post</a> on X.<figure class="image"><img src="https://news.stocktwits-cdn.com/Ansari_post_jpg_70d0998044.webp" alt="Majed Al Ansari's post on X" width="576" height="245"><figcaption>Majed Al Ansari's post on X | @majedalansari/X</figcaption></figure>U.S. equities plummeted amid the intensifying conflict in the Middle East, with the Dow Jones Industrial Average falling by over 1,200 points before recovering to hover at 48,200, down by over 700 points. The S&amp;P 500 and Nasdaq Composite indexes were both down 1.33% at the time of writing.“Risk-off sentiment intensified as the Middle East conflict entered its fourth day with no end in sight.&nbsp; Stocks fell sharply with long-duration names hit hardest,” The Future Fund’s Gary Black said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2028782777424925113">post</a> on X on Tuesday.<h2 class="st-heading-2">Iran Strikes 12 Countries In Middle East</h2>Ansari stated at a press conference on Tuesday that Iran has struck a dozen countries in the Middle East, with Qatar being one of them, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.aljazeera.com/news/2026/3/3/qatar-says-iran-didnt-warn-of-missile-attacks-no-comms-with-tehran">report</a> by Al Jazeera.He added that Iran did not notify Doha about the incoming missile strikes, while stating that the Iranian targets were not limited to military sites but included all Qatari territory.“There were attempts to attack Hamad International Airport. They were all thwarted. … The missiles were downed by our defensive measures, and none of them reached the airport,” Ansari added, according to the report.<h2 class="st-heading-2">Iran Vows To Hit Economic Hubs In Middle East If Attacks Continue</h2>Meanwhile, Iran has reportedly vowed to strike all economic hubs in the Middle East if the joint attacks by the United States and Israel continue, as it looks to draw in other countries in the region to pressure the U.S. and Israel to back off.The warning was issued by Islamic Revolutionary Guard Corps General Ebrahim Jabbari, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.aljazeera.com/news/liveblog/2026/3/3/iran-live-news-israel-bombs-tehran-beirut-trump-says-war-to-last-4-weeks">report</a> by Al Jazeera.“We are saying to the enemy that if it decides to hit our main centres, we will hit all economic centres in the region,” Jabbari said.<h2 class="st-heading-2">US Embassy In Saudi Arabia Issues Warning</h2>The U.S. Embassy in Saudi Arabia issued a warning about an imminent threat of missile and drone attacks at the consulate in Dhahran.“Do not go outside. The U.S. Consulate in Dhahran urges U.S. citizens in Dhahran to shelter in place, review security plans in the event of an attack, and to stay alert in case of additional future attacks,” it said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/USAinKSA/status/2028815589397979238">post</a> on X.<h2 class="st-heading-2">Trump Issues Warning</h2>Hours&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-us-iran-war-mission-continue-with-ferocious-unyielding-resolve/cZd3gtoRI2J">after saying</a> that the United States will do “whatever it takes” to achieve its objectives in the Iran war, President Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-warns-iran-too-late-for-talks/cZdehIWRIPe">warned Iran</a> that it’s “too late” for talks with the country.Subsequently, the President stated in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116165373479209735">post</a> on Truth Social that the U.S. has “unlimited mid to upper tier” weaponry.“We have a virtually unlimited supply of these weapons. Wars can be fought ‘forever,’ and very successfully, using just these supplies,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116163464520215003">said</a> in another post.At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down 1.3%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) lost 1.38%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 1.37%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘bearish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jeremy-siegel-ai-mass-unemployment-block-cuts-4000-jobs/cZdeQicRIP5">Wharton's Jeremy Siegel Downplays Concerns Of AI Causing Mass Unemployment After Block Cuts 4,000 Jobs: 'If AI Were To Double Productivity...'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A plume of smoke rises after an explosion on February 28, 2026 in Tehran, Iran. (Photo by Majid Saeedi/Getty Images)

Qatar Denies Striking Iran As Middle East Conflict Intensifies — Dow Jones Tumbles Over 1200 Points As Markets Go Risk-Off

Qatar’s Foreign Ministry spokesperson said on Tuesday that Iran has struck a dozen countries in the Middle East, with Qatar being one of them.

<ul class="summary-bullets"><li>Schmid reportedly noted that inflationary pressures are evident in goods impacted by President Donald Trump’s tariffs, as well as in services.&nbsp;</li><li>Speaking about the impact of artificial intelligence, Schmid reportedly said while he believes AI and other technologies will ultimately lead to non-inflationary growth, the country was still not “there yet.”</li><li>While inflation slowed down in January, with the consumer price index rising 2.4% year-over-year, it is still above the Federal Reserve’s target of about 2%.</li></ul>Federal Reserve Bank of Kansas City chief Jeff Schmid reportedly said on Tuesday that the apex bank in America cannot be complacent about inflation.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-03/schmid-says-fed-can-t-be-complacent-about-still-hot-inflation?srnd=homepage-americas">report</a> from Bloomberg, Schmid noted in prepared remarks for an event in Denver, Colorado, that the latest numbers suggest that inflation in the country is almost one percentage point above the Federal Reserve’s target.“Inflation has been above the Fed’s objective for nearly five years now,” Schmid reportedly said. “I don’t think we have room to be complacent.”Schmid also noted that inflationary pressures are evident in goods impacted by President Donald Trump’s tariffs, as well as in services.<h2 class="st-heading-2">Inflation Risk</h2>While inflation slowed down in January, with the consumer price index rising 2.4% year-over-year, it is still above the Federal Reserve’s target of about 2%. Meanwhile, inflation in December came in at 2.7%.Fed officials are widely expected to hold interest rates steady at the next policy meeting slated for March 17-18. Data from the <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">CME FedWatch</a> tool indicates a 97.3% probability that the central bank will hold benchmark interest rates at the current target range of 3.50% to 3.75%.Speaking about the impact of artificial intelligence, Schmid reportedly said while he believes AI and other technologies will ultimately lead to non-inflationary growth, the country was still not “there yet.”While the Kansas City Fed chief said the labor market was in balance, he noted the imbalance in the healthcare sector. Schmid said that high demand for health-care workers amid an aging population would continue to pressure profit margins in that industry, which could push inflation higher up.<h2 class="st-heading-2">Market Reaction</h2>The conflict in the Middle East after the U.S. and Israel launched military strikes on Iran over the weekend has stoked inflation concerns across the country. Crude oil prices have risen amid the closure of the Strait of Hormuz, while stock markets have fallen.U.S. equities were in the red in Tuesday’s trade at the time of writing. The <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF </a>(SPY), which tracks the S&amp;P 500 index, fell 1.70%, the <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust ETF</a> (QQQ) was down 1.85%, while the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 1.90%. The tech-heavy <a href="https://stocktwits.com/symbol/ndx">Nasdaq-100</a> (NDX) was also down by 1.90%.On Stocktwits, retail sentiment around the S&amp;P 500 ETF was in the ‘bearish’ territory.The <a href="https://stocktwits.com/symbol/tlt">iShares 20+ Year Treasury Bond ETF</a> (TLT) was down by 0.38% at the time of writing, while the <a href="https://stocktwits.com/symbol/ief">iShares 7-10 Year Treasury Bond ETF</a> (IEF) fell 0.23%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The seal of the Federal Reserve is pictured before Fed Chairman Jerome Powell conducted a news conference after a meeting of the Federal Open Market Committee on Wednesday, July 30, 2025.

Fed’s Jeff Schmid Says Apex Bank Does Not Have Room To Be ‘Complacent’ About Inflation: Report

According to a Bloomberg report, Federal Reserve Bank of Kansas City chief Jeff Schmid said on Tuesday that inflation in the U.S. has been above the Fed’s target for almost five years. 

<ul class="summary-bullets"><li>President Trump stated in a post on Truth Social that the U.S. has “unlimited mid to upper tier” weaponry.</li><li>Earlier in the day, the U.S. Embassy in Saudi Arabia issued a warning about an imminent threat of missile and drone attacks at the consulate in Dhahran.</li><li>Meanwhile, the Israeli military said it has launched airstrikes on Tehran and Beirut, marking an escalation in the widening Middle East conflict.</li></ul>U.S. equities declined in Tuesday morning’s trade as the Iran war continued to intensify, with the Dow Jones Industrial Average falling by over 1,200 points.&nbsp;This is after President Donald Trump warned Iran that it’s “too late” for talks with the country, amid an increase in strikes by the United States and Israel on the Middle Eastern country.“Their air defense, Air Force, Navy, and Leadership is gone. They want to talk. I said ‘Too Late!’” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116165282347349425">post</a> on Truth Social.<figure class="image"><img src="https://news.stocktwits-cdn.com/Trump_post_jpg_40b91a26a9.webp" alt="President Donald Trump's post on Truth Social" width="570" height="160"><figcaption>President Donald Trump's post on Truth Social | @realDonaldTrump/Truth Social</figcaption></figure>This comes hours after the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-us-iran-war-mission-continue-with-ferocious-unyielding-resolve/cZd3gtoRI2J">President said</a> that the United States will do “whatever it takes” to achieve its objectives in the Iran war.At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down 2.41%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) fell 2.59%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 2.52%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘bearish’ territory.<h2 class="st-heading-2">Trump Says US Has ‘Unlimited’ Weaponry</h2>President Trump stated in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116165373479209735">post</a> on Truth Social that the U.S. has “unlimited mid to upper tier” weaponry.<figure class="image"><img src="https://news.stocktwits-cdn.com/Trump_post_jpg_7b4454aa55.webp" alt="President Donald Trump's post on Truth Social" width="586" height="143"><figcaption>President Donald Trump's post on Truth Social | @realDonaldTrump/Truth Social</figcaption></figure>In another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116163464520215003">post</a>, the President went into more detail about the United States’ weapon inventory. “We have a virtually unlimited supply of these weapons. Wars can be fought ‘forever,’ and very successfully, using just these supplies,” he said, adding that the U.S. is stock and ready to win big.<h2 class="st-heading-2">US Embassy In Saudi Arabia Issues Warning</h2>The U.S. Embassy in Saudi Arabia issued a warning about an imminent threat of missile and drone attacks at the consulate in Dhahran.“Do not go outside. The U.S. Consulate in Dhahran urges U.S. citizens in Dhahran to shelter in place, review security plans in the event of an attack, and to stay alert in case of additional future attacks,” it said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/USAinKSA/status/2028815589397979238">post</a> on X.<h2 class="st-heading-2">Israel Steps Up Iran Strikes</h2>The Israeli military said it has launched airstrikes on Iran’s capital, Tehran, and on Beirut, the capital of Lebanon, marking an escalation in the widening Middle East conflict. The Beirut strikes followed Hezbollah’s entry into the war, after the Iran-aligned group fired rockets and drones toward Israel.In response to the attacks from Hezbollah, Israel intercepted incoming projectiles, deployed troops into southern Lebanon and conducted multiple air strikes.“We're only at the border line area in a defensive manner to prevent attacks against civilians and very strategic important points," Lieutenant Colonel ​Nadav Shoshani said, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/middle-east/lebanon-sucked-deeper-into-war-hezbollah-israel-trade-blows-2026-03-03/">report</a> by Reuters.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-us-iran-war-mission-continue-with-ferocious-unyielding-resolve/cZd3gtoRI2J">Trump On US-Israel-Iran War: United States Continues Iran Mission With 'Ferocious Unyielding Resolve'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Donald Trump speaks to reporters on the South Lawn before boarding Marine One at the White House on January 16, 2026 in Washington, DC. 

Dow Drops 1,200 Points As Iran War Intensifies — Trump Warns It's 'Too Late' For Talks

This comes hours after the President said that the United States will do “whatever it takes” to achieve its objectives in the Iran war.

<ul class="summary-bullets"><li>The Ryanair chief added that while the airline would be willing to help bring back travelers from the Middle East on its flights, it has a limited number of planes in reserve ahead of the busy summer travel period.</li><li>According to a BBC report citing data from Flightradar24, more than 4,000 flights have been canceled per day since the beginning of the Iran war over the weekend.</li><li>That report added that more than 71% of flights to the United Arab Emirates and 79% of flights to Qatar had been canceled on Monday, while 92% of flights to Bahrain had been grounded.</li></ul>Ryanair Holdings (RYAAY) CEO Michael O’Leary predicted on Tuesday that the ongoing Iran war will end quickly because the Middle Eastern country cannot sustain its retaliatory strikes in response to attacks from the U.S. and Israel.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-03/ryanair-ceo-predicts-iran-war-to-hurt-travel-flows-through-gulf">report</a>, O’Leary highlighted another reason for his prediction, pointing to President Donald Trump having a “short attention span so he would want it to be over reasonably quickly or he’ll get bored.”Meanwhile, addressing reporters at the White House on Monday, President Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-us-iran-war-mission-continue-with-ferocious-unyielding-resolve/cZd3gtoRI2J">shot back</a> at critics, saying he will get bored with the Iran war.“Somebody said today, the President wants to do it really quickly and after that, he’ll get bored. I don’t get bored. There’s nothing boring about this,” he said.<a href="https://stocktwits.com/symbol/RYAAY">Ryanair shares</a> were down more than 3% in Tuesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">Middle East Tourism To Be Hit For About Two Years, Says O’Leary</h2>O’Leary was addressing reporters at a press conference in Poland, predicting that the tourism flows to the Middle East will suffer as a result of the Iran war. However, he expects the governments in the region to lure travelers with discounts.“The Gulf states will suffer damage to their tourism product,” he said, according to the report.The Ryanair chief added that while the airline would be willing to help bring back travelers from the Middle East on its flights, it has a limited number of planes in reserve ahead of the busy summer travel period.<h2 class="st-heading-2">Thousands Of Flights Canceled Every Day</h2>According to a BBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bbc.com/news/articles/c3v7ele1k4zo">report</a> citing data from Flightradar24, more than 4,000 flights have been canceled per day since the beginning of the Iran war over the weekend.That report added that more than 71% of the flights to the United Arab Emirates and 79% flights to Qatar had been canceled on Monday, while 92% of the flights to Bahrain had been grounded.Meanwhile, the United States and Israel carried out fresh strikes on Iran on Tuesday, raising fears that the escalating hostilities could spiral into a wider regional conflict across the Middle East.U.S. equities declined in Tuesday’s pre-market trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down by 1.41%, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) fell 1.82%, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 1.44%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bearish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-natanz-nuclear-facility-sustains-damage-following-us-israel-strikes-says-iaea/cZde9WLRI26">Iran's Natanz Nuclear Enrichment Facility Sustains Damage, IAEA Confirms</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CEO of Ryanair Michael O'Leary talks to media at NH Hotel Berlaymont

Ryanair CEO Says Iran Can’t Sustain Fight, Predicts War Ends Quickly As Trump Has A 'Short Attention Span’: Report

Ryanair CEO Michael O’Leary addressed reporters at a press conference in Poland, predicting that tourism flows to the Middle East will suffer as a result of the Iran war.

<ul class="summary-bullets"><li>Siegel noted there is an increasingly popular narrative that AI will trigger widespread job destruction and a macroeconomic downturn.</li><li>However, he thinks that this view misses two centuries of economic history and the central insight of growth theory, that productivity gains ultimately expand output, incomes, and ultimately demand.</li><li>Siegel also addressed concerns about AI-driven job losses, saying that while some occupations will disappear, others will emerge.</li></ul>Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania’s Wharton School of Business, on Tuesday downplayed concerns that artificial intelligence will result in mass unemployment, days after Block Inc. announced (XYZ) 4,000 job cuts.The economist noted that there is an increasingly popular narrative that AI will trigger widespread job destruction and a macroeconomic downturn. However, he thinks this view misses two centuries of economic history and the central insight of growth theory, that productivity gains ultimately expand output, incomes, and ultimately demand.“If AI were to double productivity—a simplifying illustration—today’s GDP could be produced in half the time. Workers would not choose to work half as much; they would likely work somewhat less and earn significantly more,” he said.<h2 class="st-heading-2">Some Occupations Will Disappear, But Others Will Emerge, Says Siegel</h2>Siegel also addressed concerns about AI-driven job losses, saying that while some occupations will disappear, others will emerge.“Real wages track productivity over time, and higher incomes generate new categories of spending—better services, better goods, more leisure, more health care, more travel. The macroeconomic absorption mechanism is powerful,” he said.The economist added that AI is not an apocalypse but an accelerator of productivity.<h2 class="st-heading-2">Keeping Things In Perspective</h2>Siegel said that while layoff announcements grab headlines, they should still be kept in scale. He added that even large percentage cuts at firms are still small when compared to a 160-million-strong labor force.“If real GDP continues to expand near 3 percent, as several trackers suggest for the first quarter, that arithmetic implies rising productivity. You cannot grow output at that pace with sharply slower labor-force growth unless output per worker is increasing,” he added.Amid the slump in tech stocks, the economist said that markets are currently rotating, not collapsing. He added that mega-cap AI stocks could deliver returns between 0% to 10% this year, underperforming the rest of the market, which he believes could gain between 10% to 15%.“That rotation is underway. NVIDIA now trades near 15 times 2027 earnings, hardly bubble territory, but the market is appropriately discounting the speed of innovation and the possibility that moats narrow faster than expected,” Siegel added, while noting that the broadening is healthy.Meanwhile, U.S. equities declined in Tuesday’s pre-market trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down 1.59%; the Invesco QQQ Trust ETF (QQQ) fell 2.03%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 1.6%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bearish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spy-qqq-nasdaq-futures-decline-us-israel-new-strikes-iran/cZdefRxRIPT">Nasdaq, S&amp;P 500 Futures Decline As US, Israel Launch New Strikes On Iran — MDB, ASTS, CRDO, AAPL On Traders' Radar Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Job seekers stand in line at the Wyndham Destinations booth during the Mega JobNewsUSA South Florida Job Fair held in the Amerant Bank Arena on April 30, 2025. (Photo by Joe Raedle/Getty Images)

Wharton's Jeremy Siegel Downplays Concerns Of AI Causing Mass Unemployment After Block Cuts 4,000 Jobs: 'If AI Were To Double Productivity...'

The economist believes AI is not an apocalypse but an accelerator of productivity.

<ul class="summary-bullets"><li>Earlier on Monday, Iran’s ambassador to the International Atomic Energy Agency stated that the country’s nuclear site at Natanz had been hit in the U.S.-Israel strikes.</li><li>This comes after the U.S. and Israel launched strikes on Iran over the weekend.</li><li>President Donald Trump stated in an address to reporters on Monday that the U.S. is prepared to do “whatever it takes” to achieve its objectives.</li></ul>The International Atomic Energy Agency on Tuesday confirmed that Iran’s nuclear enrichment facility at Natanz has sustained damage following the joint strikes by the United States and Israel.The United Nations nuclear watchdog stated in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/iaeaorg/status/2028763510021251158">post</a> on X that the entrance buildings of Iran’s underground Natanz Fuel Enrichment Plant (FEP) have sustained some damage recently.“No radiological consequence expected and no additional impact detected at FEP itself, which was severely damaged in the June conflict,” the agency said.<figure class="image"><img src="https://news.stocktwits-cdn.com/IAEA_post_jpg_4bc52ee264.webp" alt="IAEA's post on X" width="584" height="180"><figcaption>IAEA's post on X | @iaeaorg/X</figcaption></figure>This comes after the U.S. and Israel launched strikes on Iran over the weekend. President Donald Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-us-iran-war-mission-continue-with-ferocious-unyielding-resolve/cZd3gtoRI2J">stated in an address</a> to reporters on Monday that the U.S. is prepared to do “whatever it takes” to achieve its objectives.Earlier on Monday, Iran’s ambassador to the International Atomic Energy Agency stated that the country’s nuclear site at Natanz had been hit in the U.S.-Israel strikes.<h2 class="st-heading-2">Israel Ramps Up Strikes On Iran</h2>The Israeli military announced that it has begun bombing Iran’s capital, Tehran, as well as the Lebanese capital, Beirut. The strikes on Beirut began after Hezbollah announced that it was joining the war and launched missiles at Israel.In response, Israel intercepted the missiles, sent troops into the south, and carried out air strikes.“We're only at the border line area in a defensive manner to prevent attacks against civilians and very strategic important points," Lieutenant Colonel ​Nadav Shoshani said, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/middle-east/lebanon-sucked-deeper-into-war-hezbollah-israel-trade-blows-2026-03-03/">report</a> by Reuters.<h2 class="st-heading-2">Trump Warns Iran It’s ‘Too Late’</h2>In a post on Truth Social on Tuesday, President Donald Trump issued a warning to Iran that it’s “too late” for talks.“Their air defense, Air Force, Navy, and Leadership is gone. They want to talk. I said ‘Too Late!’” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116165282347349425">post</a> on Truth Social.<figure class="image"><img src="https://news.stocktwits-cdn.com/Trump_post_jpg_40b91a26a9.webp" alt="President Donald Trump's post on Truth Social" width="570" height="160"><figcaption>President Donald Trump's post on Truth Social | @realDonaldTrump/Truth Social</figcaption></figure>Meanwhile, U.S. equities declined in Tuesday’s pre-market trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down 1.4%; the Invesco QQQ Trust ETF (QQQ) fell 1.86%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 1.39%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘bearish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-us-iran-war-mission-continue-with-ferocious-unyielding-resolve/cZd3gtoRI2J">Trump On US-Israel-Iran War: United States Continues Iran Mission With 'Ferocious Unyielding Resolve'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Satellite imagery shows repair and reconstruction activity at the Natanz nuclear complex months after reported June 2025 airstrikes

Iran's Natanz Nuclear Enrichment Facility Sustains Damage, IAEA Confirms

The nuclear watchdog stated that the entrance buildings of Iran’s underground Natanz Fuel Enrichment Plant have sustained some damage recently.

<ul class="summary-bullets"><li>Trump added that Iran ignored the warnings issued by the United States about its pursuit of nuclear weapons, despite the strikes carried out in June 2025.</li><li>He stated that Iran had missiles capable of hitting Europe, and that it would soon have missiles capable of reaching the U.S.</li><li>The President stated that an Iran armed with long-range missiles and nuclear weapons would be intolerable for both the Middle East and the American people.</li></ul>President Donald Trump on Monday stated that the U.S. is continuing its Iran mission amid the death of four troops on the third day of the war.“In their memory, we continue this mission with ferocious, unyielding resolve to crush the threat this terrorist regime poses to the American people,” he said while addressing reporters at the White House.He added that the U.S. has by far the strongest military in the world and that it will easily prevail. “We’re already substantially ahead of our time projections, but whatever the time is, it’s okay, whatever it takes,” he added.The President added that while the U.S. has projected a timeline of four to five weeks for the Iran mission, the country has the capability to go on for far longer than that.Meanwhile, U.S. equities were mixed in Monday morning’s trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down by 0.01%, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 0.11%, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.12%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.<h2 class="st-heading-2">Iran Ignored US Warnings On Nuclear Weapons Pursuit, Says Trump</h2>The President added that Iran ignored the warnings issued by the United States with respect to its pursuit of nuclear weapons, despite the strikes carried out in June 2025.“In addition, the regime’s conventional ballistic missile program was growing rapidly and dramatically, and this posed a very clear, colossal threat to America and our forces stationed overseas,” he added.Trump stated that Iran had missiles capable of hitting Europe, and that it would soon have missiles capable of reaching the U.S. “The purpose of this fast-growing missile program was to shield their nuclear weapon development and make it extraordinarily difficult for anyone to stop them from making these highly forbidden, by us, nuclear weapons,” he added.The President stated that an Iran armed with long-range missiles and nuclear weapons would be intolerable for both the Middle East and the American people.He added that the U.S.’s objectives with the mission are very clear: the destruction of Iran’s missile capabilities, the annihilation of its navy, preventing it from obtaining nuclear weapons, and lastly, preventing the Iranian regime from arming terrorist armies outside of the country’s borders.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-big-short-steve-eisman-not-change-single-trade-iran-war/cZd3OZLRI24">US-Israel-Iran War: 'The Big Short' Investor Steve Eisman Won’t Change Even A Single Trade, But Warns That The Conflict Could 'Take Time' – Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump addresses a House Republican retreat at The John F. Kennedy Center for the Performing Arts on January 06, 2026 in Washington, DC. 

Trump On US-Israel-Iran War: United States Continues Iran Mission With 'Ferocious Unyielding Resolve'

The President added that while the U.S. has projected a timeline of four to five weeks for the Iran mission, the country has the capability to extend it far longer.

<ul class="summary-bullets"><li>Eisman expects the U.S. to eventually win, but added that the Iranian regime’s capacity to take a lot more pain because its views about martyrdom could drag on the conflict.</li><li>He added that the fear among some investors that people will stop buying Nvidia chips is “wrong.”</li><li>Eisman added that the issue is not whether AI works; the issue is whether firms will be able to make enough money to justify the investment in setting up the infrastructure.</li></ul>“The Big Short” investor Steve Eisman on Monday reportedly stated that he would not change even a single trade&nbsp;despite the ongoing U.S.-Israel-Iran war.During an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/03/02/big-short-investor-steve-eisman-the-iranian-regime-is-a-death-cult.html">interview</a> with CNBC, Eisman downplayed the impact of the Iran conflict, stating that it could be “very, very positive” for equity markets in the long term.“People react because of what’s happening; oil prices are obviously up. But if it goes well, two months from now, prices will be back to where they were,” he added.<h2 class="st-heading-2">Eisman Cautions War Could Take Some Time To Be Over</h2>While he maintained optimism about equities over the long term, Eisman cautioned that it could take some time for the war to be over. He expects the U.S. to win, but added that the Iranian regime’s capacity to take a lot more pain because its views about martyrdom could drag on the conflict.Analysts at UBS noted that&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jpmorgan-investors-buy-the-dip-us-israel-iran-war/cZd3BztRI2d">they don’t expect</a> the disruption to oil supplies to be sustained, based on the relative military success of the US-Israeli operation so far and the likely rapid degradation of Iranian military capacity.“We also believe the Trump administration will be mindful of the domestic political risk of a sustained increase in oil prices heading into the U.S. midterm elections in November,” the firm stated in a note on Monday.<h2 class="st-heading-2">Eisman Downplays Fears That People Will Stop Buying Nvidia Chips</h2>“The Big Short” investor added that the fear among some investors that people will stop buying Nvidia Corp.’s (NVDA) chips is “wrong.”“It is very, very clear given the fact that just four hyperscalers are going to spend $650 billion on AI infrastructure, versus $450 billion that was spent by everybody last year, that Nvidia’s numbers will be fine for another year,” he noted.Eisman added that the issue is not whether AI works; the issue is whether firms will be able to make enough money to justify the investment in setting up the infrastructure. “We won’t know probably for a year, that whether all this money being spent is justifiable or not,” he said, adding that this is why the markets get whipsawed all the time.Meanwhile, U.S. equities declined in Monday’s opening trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down 0.42%; the Invesco QQQ Trust ETF (QQQ) fell 0.43%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.46%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jpmorgan-investors-buy-the-dip-us-israel-iran-war/cZd3BztRI2d">JPMorgan Analyst Says Investors Should Buy The Dip On Weakness Induced By US-Israel-Iran War: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a US flag is displayed on a smartphone and stock market prices in the background. (Photo Illustration by Romain Doucelin/SOPA Images/LightRocket via Getty Images)

US-Israel-Iran War: 'The Big Short' Investor Steve Eisman Won’t Change Even A Single Trade, But Warns That The Conflict Could 'Take Time' – Report

During an interview with CNBC, Eisman downplayed the impact of the Iran conflict, stating that it could be “very, very positive” in the long term for equity markets.

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