Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26

伊朗截止日期临近,油价低估风险,半导体领域机遇无限 4月7日

The Exchange

2026-04-08

43 分钟
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Equities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&P Global's Dan Yergin says the oil market is under-pricing risk. Plus, we go stock picking in the semis sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • Take a close look at the markets, which are off-session lows, but still down 235 points right now for the Dow.

  • That's a half percent drop similar for the S&P 500.

  • Hopes were fading for a deal before this 8 p.m. Deadline.

  • We have seven hours to go, although there are reports from Axios that there is a glimmer of progress in talks.

  • That's in the past half hour or so.

  • We'll keep an eye on to see if that changes the trajectory here.

  • And with the U.S. Reportedly striking several targets on Iran's Karg Island,