April 7, 2026

Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26

Equities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&P Global's Dan Yergin says the oil market is under-pricing risk. Plus, we go stock picking in the semis sector.

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