Jay Hatfield discusses possible scenarios for the market around the U.S./Iran war as reports say the conflict could be close to an end. He thinks we can continue to new highs this year and next year on the back of the tech and AI boom, arguing that “this is affecting enormous industries” across the spectrum. “[AI] is keeping the economy on track,” he says, “this is a super bullish time to be in the market.” He also shares stocks to watch, including Lockheed Martin (LMT) and Citizens Financial (CFG).
Opening Bell With Nicole Petallides
06 May 2026
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