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Stocks shake off Iran jitters as AI pushes market up, even amid oil climbs and Hormuz crisis

The MSCI All-World index was up 0.13% to trade around record highs, as markets from Tokyo to Seoul traded at or near all-time peaks, underpinned by avid demand for anything AI-related.

Markets are closely watching the next moves in the U.S.-Iran conflict, as renewed tensions in the Strait of Hormuz continue to threaten global oil flows, inflation stability, and investor confidence.
IDF soldiers conducting counterterrorism operations against Hezbollah in southern Lebanon, published May 24, 2026.

Hezbollah likely pushing Iran to secure its inclusion in any ceasefire agreement with US - report

US Secretary of State Marco Rubio holds a press briefing in the James S. Brady Press Briefing Room at the White House in Washington, DC, US, May 5, 2026.

Pakistan foreign minister set to discuss Iran with Rubio in Washington

A man holds an Iranian flag near an anti-US billboard depicting US President Donald Trump and the Strait of Hormuz, in Tehran, Iran, May 2, 2026.

Iran will not back down from red lines in negotiations, Iranian security official says


Iranian official says conflict with US 'likely' to restart after Trump rejects proposal

Trump said on Friday that he was "not satisfied" with Iran's latest proposal, without detailing which elements he opposes, while the White House refused to comment on the state of the negotiations.

Ships and boats in the Strait of Hormuz, Musandam, Oman, April 29, 2026.

Iran using ceasefire as opportunity to dig out buried missiles, launchers - report

According to multiple sources, the US believes that Iran intends to rebuild its missile capabilities in preparation for the resumption of war if negotiations fall through. 

A fragment of an Iranian ballistic missile intercepted by Israeli air defense systems is seen lodged in the ground in the Golan Heights, March 19, 2026

Pentagon's Hegseth defends Iran war against Congress, says not a quagmire

"Don't say: 'I support the troops' on one hand, and then a two-month mission is a quagmire," Hegseth told the congressman during his address.

US Secretary of Defense Pete Hegseth holds a briefing on the Iran war, amid a ceasefire between the US and Iran, at the Pentagon in Washington, DC, US, April 24, 2026.

How do Israel, China view their dispute over Iran - analysis

China has managed to maintain mostly positive relations with both Tehran and Jerusalem, being an important trade partner of Israel while having strategic ties with Iran.

Members of the Iranian Navy attend the joint Navy exercise of Iran, China and Russia in the Gulf of Oman, Iran, in this handout image obtained on March 12, 2025; illustrative.

Iran uses improvised oil storage to avoid damage to oil facilities amid blockade - report

This situation stems from the fact that the Iranian extraction and refining systems can't be shut down, with Kharg Island's infrastructure at risk of failure if the oil flow is cut.

 Iranian flag with stock graph and an oil pump jack miniature model are seen in this illustration taken October 9, 2023.

Iran clashes with US, UAE, over position in UN nuclear non-proliferation conference

The US Representative to the UN made clear that the US objected to Iran’s nomination, calling it an “affront to the Non-Proliferation Treaty itself.”

People arrive at the United Nations headquarters before a meeting on the Nuclear Non-Proliferation Treaty at the UN, in New York City, US, April 27, 2026.

Trump unhappy Iranian proposal does not address nuclear program, US official says

Iranian sources earlier on Monday said the proposal would set ‌aside discussion of Iran's nuclear program until the war has ended and disputes over shipping from the Gulf are resolved.

US President Donald Trump against the backdrop of the NATO flag, April 24, 2026; illustrative.

Iran gives US proposal for reopening Strait of Hormuz, ending war - Axios

The report also mentioned that US President Donald Trump is expected to hold a situation room meeting on Iran with his top national security and foreign policy team.

Guided-missile destroyer USS Rafael Peralta (DDG 115) enforces the US blockade on Iranian ports against an Iranian-flagged ship attempting to sail to a port in Iran, April 24, 2026.

Voices from the Arab press: Lebanon succeeds in separating its path from Iran

A weekly selection of opinions and analyses from the Arab media around the world.

(From R) LEBANESE PRESIDENT Joseph Aoun, Prime Minister Nawaf Salam, and cabinet members attend a session on the army’s plan to disarm Hezbollah, at the Presidential Palace in Baabda, Sept. 5, 2025.

Houthis signal return, warn of broader regional escalation

The Houthis have declared that Yemen will not remain neutral in the Middle East conflict and are preparing to turn the Red Sea, the Arabian Sea, and even the Indian Ocean into active theaters of war.

A Houthi protester with a poster of Ali Khamenei demonstrates amid the US-Israeli conflict with Iran, in Sanaa, Yemen, March 6, 2026