Is the stock market topping — or just catching its breath?
This week, equity markets face a triple threat: an Iranian strike rattling geopolitical risk assets, an Anthropic AI capability announcement that hammered IBM, CrowdStrike, financials, and SaaS stocks, and a technical picture showing the S&P 500 slipping below both its 20- and 50-day moving averages.
Lance Roberts breaks down the bull and bear case in full.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
Rate us on Google: https://bit.ly/4b9JtEo
0:00 - INTRO
1:05 - Market Over Reaction to Iran Hits?
6:54 - The Potential for Building a Market Topping
13:27 - Impact of Oil Prices on Inflation
18:11 - The Energy Stocks Heat Map
20:40 - The Iran Situation
23:03 - Gauging the Risk
24:56 - The Bearish Scenario
29:23 - The Bullish Scenario
37:04 - What We're Doing Now
39:08 - Be Cautious With Positioning
42:12 - Coming Attractions
-------
Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/m3M6saceH5g?feature=share
-------
Watch our previous show, "Cut Your Medicare Bill in 2026 | IRMAA Appeal Secrets" here:
https://youtube.com/live/dO3QPhf0rEs?feature=share
--------
The latest installment of our new feature, Before the Bell, "Will Markets Hold 100-DMA?" is here:
https://youtu.be/h0iV2DpbEq4
-------
Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#PreMarket #StockMarketToday #MarketAnalysis #CrudeOil #BondMarket #StockMarket2026 #MarketTop #SP500Analysis #IranGeopolitics #AIStocks