By Sristi Suman Jayaswal
Publication Date: 2026-03-25 16:33:00
The Iran-Israel War has been keeping markets on edge, with tensions in the Middle East escalating fast. U.S.-Israeli strikes on Iran and Tehran’s pushback raised fears of a wider war, especially after President Trump floated the idea of targeting Iran’s energy infrastructure. That kind of uncertainty sent oil prices higher and made investors nervous. Tech and artificial intelligence (AI) stocks, which usually thrive on stability and long-term growth, took a hit, with high-growth names slipping as rising energy costs and global risks clouded the outlook.
But now, things might be turning. Trump says talks with Iran are underway, hinting at a possible deal, and that’s starting to calm markets. A potential U.S.-Iran deal could seriously reshape where investors put their money, and Wolfe Research thinks it could be a big win for AI names like NVIDIA Corporation (NVDA). Analyst Chris Senyek noted that when Donald Trump softened his stance on striking Iran’s energy infrastructure, oil prices dropped and stocks moved higher, hinting at the sensitivity of markets to easing tensions.
If progress continues, the analyst expects investors to lean back into risk, especially AI-driven names. NVIDIA, sitting at the core of the AI trade with its data centers and chip dominance, could see strong inflows as confidence returns. Chris Senyek also sees global capital rotating back into U.S. mega-cap tech names, where growth remains solid, and valuations are becoming…
