What’s News in Markets: Persian Gulf Oil Damage, Defense Stocks Under Fire, AI Revivals

市场新闻速递:波斯湾石油损害,国防股受冲击,人工智能复苏

WSJ What’s News

2026-04-25

4 分钟
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When will the oil shock fade? And why are defense companies losing ground despite booming demand? Plus, how AI is giving legacy tech a second act. Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • AI is changing the world.

  • We're securing it.

  • Crowd strike.

  • We stop breaches.

  • Hey, listeners.

  • It's Saturday, April 25th.

  • I'm Imani Moise for The Wall Street Journal.

  • And this is what's news in markets.

  • Our look at the biggest stock moves of the week and the news that drove them.

  • Let's dive in.

  • It was another week of records for markets.

  • The S&P 500 and Nasdaq hit new highs.

  • Strong tech results overshadowed both ongoing anxiety over the war and surging oil prices.

  • But the rally wasn't smooth.

  • Stocks swung throughout the week as headlines about the conflict in the Middle East shifted and investors

  • weighed a mixed batch of corporate earnings.

  • Still, the Nasdaq rose 1.5 percent to a new record driven by tech companies cashing in on AI.

  • The S&P 500 added about half a percent and the Dow Jones Industrial Average slipped 0.4 percent.

  • Energy stocks were one of the biggest winners in the S&P 500,

  • rising about 3% over the week as investors bet disruptions in the Middle East