Wall Street is bracing for a longer-term disruption from the war with Iran, and loading up on shares of oil-and-gas producers that have lagged behind in recent years.
Source: https://www.wsj.com/business/energy-oil/this-oil-shock-is-so…
With fewer Fed cuts ahead, investors can focus on four cash-flow growers, Interface, Pursuit Attractions, Great Lakes Dredge & Dock and Natural Gas Services Group.
Dutch Bros continues to deliver robust growth, posting 29.4% revenue and 7.7% same-store sales increases, outperforming expectations. BROS plans aggressive expansion, targeting 2,029 locations by 2029, implying a 15.6% CAGR, and recently acquired Clutch Coffee to accelerate market entry. Despite margin pressures from higher coffee prices and food expansion, BROS guides for only a 60bps margin drop in 2026, maintaining strong profitability.
U.S. equities are retreating on Thursday, snapping this week’s tentative rebound, as Iran’s rejection of Washington’s latest ceasefire proposal drove Brent crude above $107 per barrel, pushed Treasury yields to fresh multi-session highs and sent gold lower again on intensifying inflation fears.
