Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?

Stocks are modestly lower around midday as markets monitor Middle East news flow, oil prices and yields.

With the earnings calendar lighter, investors focus on two key inflation reports, retail sales and war news this week. The tech rally took indexes to new record highs Friday.

Crude oil futures (/CL) fell back below $100 per barrel last week after briefly trading above $110 in the front month June contract on April 30.

Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

Earnings from McDonald's and a monthly tally of layoffs are both in focus this morning, along with the Middle East. Yesterday's fresh record highs came as crude oil tumbled.

Stocks are at record highs after Tuesday's chip-led rally. Investors await ADP jobs data and Disney earnings this morning as they mull solid results from Advanced Micro Devices.