Brian Stewart, welcome back to another week of Wall Street Roundup.

Great to be here.

What are you thinking about these days as tax day approaches?

Tax day is coming up. I think Iran is probably top of the

mind or Iran, I suppose, depending on where you brought up. So this week, we saw the ceasefire

be agreed to. With that, we saw a rally in ship and AI stocks, basically a relief rally risk back on kind of thing.

So we saw Intel up about 22%.

We saw Micron up about 13%.

This is over the last five days.

Broad come up about 20%.

If you look at the XLK, which is the broad tech ETF, that was up 3% on Wednesday when the ceasefire was announced.

That's the third biggest one-day gain of 2026.

One of the only days that was a higher jump for that was on March 31st, which was also a rally on peace hopes. So you see the market very tied to what's going on in the geopolitical space. You know, if you keep up, you know, it's tough because, you know, different headlines come out all the time.

I think the most common characterization of the ceasefire is fragile.

There's a lot to be decided, like the Strait of Hermuz is still closed.

There's still conflict between Hezbollah and Israel, which kind of threatens to break the peace. So remains to be seen what's going to

happen. But for this week anyway, the market is taking a positive outlook that we're taking

steps forward towards peace. Yes, amen to that. I know I'm always plugging investing experts at some point during these conversations, but I am not doing it mindlessly. There is value to be had, I believe, and many others too. Just a slew of episodes this week about the tech space and how to think about that, because I think there is a lot to parse through over there as we've seen these volatile

jumps and slumps in that sector. Speaking of which oil sector next, oil stocks?

Yeah, I mean, that's the other side of the trade, right? So you saw tech up as the kind of risk on trade comes back, and you saw oil prices

down and then the oil stocks down as well. So ExxonMobil was down about 5% over the past week. You see

Chevron down about 6%. However, you have to kind of put that in context.

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