Middle East tension, big tech, chip stocks: Catalysts

With markets hovering roughly flat, Seana Smith and Madison Mills sit down with top Wall Street experts to examine the top stories of the trading day.

Oil (CL=F, BZ=F) prices rise amid escalating Middle East tensions. Blue Line Futures President Bill Baruch explains how Iran’s attack on Israel could affect commodities prices.

The Washington Note founding editor Steve Clemons joins the Catalysts team as geopolitical tensions grow in the Middle East to discuss the conflict and the potential economic impacts.

Humana (HUM) is a top stock on Yahoo Finance’s Trending Ticker platform after the company disclosed a lower performance rating for its largest Medicare Advantage plan, which could pose a threat to its 2026 revenue, sending shares tumbling.

Oppenheimer head of technical analysis Ari Wald outlines why Oppenheimer expects big tech companies, like Meta (META) and Tesla (TSLA), to outperform in the coming months sending the Nasdaq (^IXIC) higher.

Electric utility company Vistra (VST) passes Nvidia (NVDA) as the top performer in the S&P 500 (^GSPC) for 2024, with a 43% stock price increase in September alone.

Chip stocks are in focus as the sector led Tuesday’s losses. Christopher Danely, Citi head of US semiconductor research, breaks down the recent weakness and what semiconductor investors need to know.

Following the news that Joby Aviation (JOBY) has received $500 million in funding from Toyota (TM), Joby Aviation CEO JoeBen Bevirt discusses the company’s projects and Toyota’s role.

This post was written by Naomi Buchanan.