Iran war’s big winners: Wall Street, weapons firms, AI and green energy
The ongoing US-Israel conflict with Iran has disrupted global trade, but certain sectors such as Wall Street banks, defense contractors, AI, and renewable energy are benefiting from the heightened volatility. The International Monetary Fund has cut its 2026 global growth forecast to 3.1% due to supply disruptions.
The US-Israel conflict with Iran has disrupted global trade, weighing on economic growth. The International Monetary Fund has cut its 2026 global growth forecast to 3.1%. Certain sectors are benefiting from the heightened volatility, including Wall Street banks, which have reported higher profits due to increased trading activity. Major US investment banks such as Morgan Stanley, Goldman Sachs, and JPMorgan Chase have seen significant gains. The defense sector is also performing well, with global military spending rising amid conflicts in Iran, Ukraine, and Gaza. The AI sector remains resilient, driven by strong demand for computing infrastructure, with companies like Taiwan Semiconductor Manufacturing Company reporting significant increases in net income. Renewable energy is also seeing accelerated investment as countries seek alternatives to fossil fuels due to energy supply disruptions.
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