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

WSJ Your Money Briefing

The Wall Street Journal

Business News, News

4.1 • 1.7K Ratings

🗓️ 25 April 2026

⏱️ 5 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:36.3	I'm Yomani Mouise for the Wall Street Journal.
0:38.6	And this is what's news and markets. Our look at the biggest stock moves of the week
0:42.3	and the news that drove them. Let's dive in. It was another week of records for markets.
0:48.2	The S&P 500 and NASDAQ hit new highs. Strong tech results overshadowed both ongoing anxiety over the war and surging
0:56.0	oil prices. But the rally wasn't smooth. Stock swung throughout the week as headlines about the
1:01.6	conflict in the Middle East shifted and investors laid a mixed batch of corporate earnings.
1:06.3	Still, the NASDAQ rose 1.5% to a new record driven by tech companies cashing in on AI.
1:12.6	The S&P 500 added about half a percent, and the Dow Jones Industrial average slipped 0.4%.
1:23.6	Energy stocks were one of the biggest winners in the S&P 500, rising about 3% over the week,
1:28.9	as investors bet disruptions in the Middle East will keep oil prices elevated for longer than expected.
1:34.7	The conflict between the U.S. and Iran has effectively brought traffic in and out of the Persian Gulf
1:39.2	close to a standstill, cutting off one of the world's most critical oil supply routes.
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