Software stocks surge since Iran conflict began
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- 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.
Why it matters: Tech gains shine amid geopolitical turmoil, offering investors a rare safe‑haven play.
