These software stocks have turned things around and outperformed since the Iran war began
Why it matters: Tech gains shine amid geopolitical turmoil, offering investors a rare safe‑haven play.
- Deutsche Bank Research identifies a turnaround in weak software stocks, now delivering double‑digit gains since the Iran war began.
- Oil markets have been jolted, with diesel hitting $5 per gallon, the highest since 2022, according to CNBC, pressuring the broader economy.
- U.S. Counterterrorism Director Joe Kent resigned, claiming “no imminent threat,” highlighting political uncertainty (CNBC, Axios).
- ZeroHedge warns the conflict could trigger a dollar crisis, adding macro risk that could amplify the relative appeal of tech equities.
Deutsche Bank says software stocks that lagged in 2026 have surged since the Iran conflict, outpacing the market even as oil prices and diesel hit multi‑year highs and a U.S. counterterrorism chief quits, sparking talks of a dollar crunch.
