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Sign InOn April 9, 2026, financial markets experienced a significant rally following news of a temporary U.S.-Iran ceasefire, which triggered a surge in equities and a sharp decline in oil prices. Amidst this geopolitical shift, analysts expanded their coverage with new research calls for major tech and semiconductor firms including Netflix, Marvell Technology, Texas Instruments, and Datadog, alongside AppLovin, Circle Internet, and CoreWeave. These updates build on existing bullish sentiment, notably for Alcoa Corporation, which saw its EPS forecast jump 49.1% due to multi-year highs in aluminum prices. Cooling inflation data continues to support ratings for firms like American Tower and SolarEdge. This combination of geopolitical de-escalation and robust corporate performance reflects a rapid institutional adaptation to shifting macroeconomic conditions. Investors are now focused on the sustainability of this momentum as analyst scrutiny intensifies across the software and hardware sectors.