Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.

Good afternoon. Today is Tuesday, March 24th, and I'm your host, Kim Ka. Our top story so far,

trading this week is underscored just how sensitive markets are to any hint of an end gain in the Iran conflict,

verified or not.

Large rapid moves on heavy volume following social media posts are raising a new question.

Are traders positioning even before the rumor hits?

The Financial Times reported that roughly 6,200 Brent and WTI futures contracts,

with a notional value of around $580 million, traded between

6.49 a.m. and 6.50 a.m. Eastern time on Monday, around 15 minutes before President Donald

Trump posted about productive negotiations. There's no indication whether the trades were placed

by a single entity or multiple participants, and no evidence of insider knowledge.

The White House called any suggestion of involvement by officials baseless.

However, the FD noted that several hedge funds see the activity as part of a broader pattern

of large trades preceding government announcements.

Trading on rumor is nothing new, but UBS chief economist Paul Donovan said the scarcity of reliable information is making objective interpretation more difficult.

Investors may start looking for leading indicators of the next narrative, whether fake or real, he said,

warning that outsized positioning itself can become a signal of perceived policy shifts.

Investors want to believe stories that the war is ending, a mix of loss aversion and confirmation

bias, Donovan added.

Among active stocks, BFA analysts Tal Liani reinstated coverage on four major AI-linked names,

all with bullish ratings.

Oracle was rated by with a $200 price target.

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