Hezbollah Will Stay Out Of US-Iran Fight, But Only If Strikes 'Limited'

Oil & Stocks Mixed To Start Week As War Escalates & Gamma Unclenches Update (1845ET): After an initial kneejerk higher in oil and lower in stocks, things have settled a little with both hovering around unch... Brent is sliding a little from Friday's highs... Equity futs are back around unch... There's a long way til dawn... *  *  * Following a weekend where geopolitical headlines swung from "winding down" (Friday after the close) to threats, deadlines, and "obliteration" tit-for-tat talk suggesting no end in sight, it is perhaps no surprise that oil prices are up...

Brave New Autonomous World Takes Shape On America's Highways Wall Street remains hyper-focused on whether the hyperscalers' AI-driven data center buildout, now approaching $700 billion and roughly 10 times 2020 levels, will ultimately generate enough returns to justify the massive spending boom. Goldman analysts, led by Mark Delaney, focused on the "impact of AI on profit pools" and, more specifically, on the incremental profit AI-enabled initiatives in the transportation space could ultimately generate. The good news is that nearly a year after Delaney's June 2025 note to clients, his team found that...