Iran deal could expand market gains, with consumer shares, small caps seen benefiting (opens original article in a new tab)

A deal to end the Middle East war could boost market gains by lowering oil prices, benefiting consumer stocks, small caps, and energy-sensitive regions, while tech stocks may remain strong unless there are rate cuts or a tech sector stumble.

• A deal to end the Middle East war could lead to broader market gains by lowering oil prices and boosting consumer spending.
• Consumer stocks, small-cap companies, and energy-sensitive regions may outperform as geopolitical tensions ease.
• Tech stocks may remain dominant unless there is a stumble in the AI sector or rate cuts are implemented.