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Schlumberger's stock price fell by 2% as it became the first S&P 500 company to issue a negative warning regarding Middle East events. The company has suspended travel to the Middle East and expects first-quarter revenue to be below expectations, with an additional 6 to 9 cents per share in expenses. This warning reflects the financial risks faced by companies operating in the region due to the Middle East conflict.

UBS has upgraded the energy and agriculture sectors to "Moderate Overweight," citing improved macro conditions and strong market signals. Despite recent declines in oil prices, short-term upside risks remain for crude oil. Investors are advised to actively adjust their commodity exposure to capitalize on price support driven by structural factors.

Velo3D Inc (NASDAQ:VELO) stock rose 9% as the company converted debt to equity through the CEO and board members, reducing debt by 60% to approximately $10 million. The CEO stated that this move reflects confidence in the company's long-term value. Velo3D focuses on additive manufacturing technology for aerospace and defense sectors.

Diamondback Energy Inc. stock price fell about 3.2% on Wednesday after the company completed a public offering of 11 million common shares, priced slightly below $173 per share, for total proceeds of approximately $1.9 billion. The company will not profit from it.

According to OPEC's monthly data, Russia's oil production in February decreased by approximately 56,000 barrels per day from January to 9.184 million barrels per day, remaining stable despite sanctions pressure. Oil exports to India have decreased, but sales have started to recover since February.

Bank of America reports that despite the S&P 500 index falling by 2.8%, clients actively bought US stocks last week, marking the highest capital inflow since 2008. Institutional investors led the buying, while small-cap stocks continued to outflow. The technology and communication services sectors attracted funds, with energy ETFs performing particularly well.

U.S. stock index futures fluctuated slightly on Wednesday, with attention on the Iran conflict and upcoming inflation data. Some individual stocks performed well, such as Oracle, which surged after beating earnings expectations, and Campbell's Soup, which declined due to lowered guidance amid declining revenue. Uber's partnership with Amazon helped push its stock price higher.

As tensions in the Middle East escalate and push up oil prices, the Canadian economy faces complex challenges that could intensify inflationary pressures. UBS analysis indicates that rising oil prices are unfavorable for consumers and may lead to an overall increase in inflation. The central bank needs to balance inflation with economic oversupply and is expected to maintain its current monetary policy, with market rate hike expectations possibly being premature.

Bank of America has adjusted its policy forecast for the South African Reserve Bank's March 26 meeting, changing from a 25 basis point rate cut to holding rates steady, due to rising inflation risks from higher oil prices. The bank expects oil prices to increase by 10-20%, while overall consumer price inflation may stay below 4%, prompting the South African Reserve Bank to remain cautious.

Sable Offshore stock price rises by 16% as Trump plans to use the Defense Production Act to restart offshore oil production in California, sparking market attention. The move aims to address rising fuel prices and global crude oil supply tightness, marking a significant shift in California's oil policy.

Uber and Amazon's subsidiary Zoox have reached a strategic partnership to deploy dedicated robotaxis in Las Vegas and Los Angeles. The service will be available on the Uber platform, with Los Angeles planning to launch in 2027. This marks a further development of Uber in the autonomous driving field.

Iran has conveyed demands to the United States through regional intermediaries, requiring assurances that no attacks will be launched against it in the future as a condition for a ceasefire. Iran is particularly concerned about threats from Israel and is uncertain whether the United States can meet this requirement. The Iranian president stated that ending the war requires recognizing its legitimate rights and providing international guarantees.

Morgan Stanley analysts believe that due to oil price fluctuations caused by the Iran conflict, expectations for U.S. monetary policy are adjusting, potentially delaying rate cuts and increasing the magnitude of cuts. Risks include rising inflation and suppressed economic activity.

Cliffwater Corporate Lending Fund set the share repurchase limit at 7% in the first quarter to address investor redemption requests of approximately 14%, indicating challenges in the private credit sector.

S&P 500 futures edged lower on Wednesday, with Israeli officials stating that the fall of the Iranian government remains uncertain. Although former President Trump hinted that the war might be ending, Israeli assessments indicate that Washington has not approached ending the conflict, raising concerns about civilian casualties and protesters' reactions.

Tesla's stock price rose 1.4% to $405.09 on Wednesday, driven by a significant increase in sales in China in February. The company sold 58,600 Model 3 and Model Y vehicles from its Shanghai factory, a 91% year-over-year increase. The Chinese market is crucial for Tesla.

Bank of America notes that China has shifted to a small net exporter of refined zinc, marking a change in its historical status as an importer. Tightening global zinc mine supply and falling smelting fees have expanded China's smelter market share, but Middle East conflicts could impact the zinc market's supply and demand balance. Western smelters are responding to challenges through diversification of production and recycling strategies.

U.S. regulatory agencies plan to introduce new capital requirements to encourage Wall Street banks and mid-sized lenders to increase lending. The proposal includes revised versions of Basel III, allowing mid-sized lenders to use standardized capital calculation methods, and adjusting the additional fees for global systemically important banks to better align with international standards.

Wolfe Research指出，尽管能源价格波动，退税将缓冲消费支出。若汽油价格上涨，可能导致消费从商品与服务转向能源，但财政刺激措施将保护消费者，预计短期内消费支出仍将保持强劲。