The US-Iran war has sent shockwaves far beyond the “Strait of Hormuz”, landing squarely on Wall Street. As the conflict continues, the global economy faces a dual-threat environment: rising energy costs and a massive pivot toward defense spending.
Source: https://invezz.com/news/2026/03/27/these-3-us-stocks-are-mus…
EIS (iShares MSCI Israel Capped ETF) has delivered 73% returns over the past year, outpacing both the S&P 500 and global peers. EIS maintains a buy rating, supported by attractive valuation (P/E 15.5x), robust momentum, and a resilient long-term technical uptrend. The ETF’s portfolio is concentrated in Financials (over one-third) and Information Technology (20%), with notable biotech and cybersecurity exposure.
Rising EIA price forecasts and growing LNG demand are boosting prospects for natural gas players like WMB, AR and CRK.
The extremely strong demand for AI chips remains a significant tailwind for these two companies. Importantly, both trade at really attractive valuations despite the market-beating earnings growth they will likely deliver.
