Morning Bid: Reality check
By Mike Dolan
Published on March 26, 2026.
The Middle East conflict continues, with the U.S. claiming it is negotiating a 15-point ceasefire plan, while Iran insists no talks are planned. Oil prices continue to rise and energy analysts are upgrading their full-year crude price estimates further. Meanwhile, both Brent and WTI crude futures have risen, hovering around $105 and $93 per barrel respectively. Meanwhile in technology news, Arm Holdings stock rose by over 16% after predicting its new in-house data-center chip would generate roughly $15 billion in annual revenue in five years. Meanwhile President Trump has postponed his anticipated trip to China for mid-May.
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