What Happened?
A number of stocks jumped in the morning session after reports revealed that the U.S. may be willing to end its military campaign against Iran.
The tech-heavy Nasdaq Composite index rose 1.5%, while the broader S&P 500 also saw gains, recovering from recent declines. For weeks, markets were weighed down by investor anxiety stemming from the conflict, leading to what some analysts described as "severely oversold" conditions. The potential for de-escalation sparked a relief rally, as easing geopolitical tensions often reduce market uncertainty and encourage investment back into riskier assets like stocks.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
- Identity Management company Okta (NASDAQ: OKTA) jumped 2.7%. Is now the time to buy Okta? Access our full analysis report here, it’s free.
- Advertising Software company The Trade Desk (NASDAQ: TTD) jumped 2.9%. Is now the time to buy The Trade Desk? Access our full analysis report here, it’s free.
Zooming In On The Trade Desk (TTD)
The Trade Desk’s shares are very volatile and have had 27 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was about 23 hours ago when the stock gained 4.2% on the news that sentiment improved as President Trump indicated that the US was engaged in serious, productive talks with Iran.
This potential de-escalation of Middle Eastern tensions provided a significant sigh of relief for global markets, which had been bracing for prolonged geopolitical instability and surging energy costs. Simultaneously, investors appeared to be buying the dip in high-quality SaaS stocks following the "SaaSpocalypse" correction that dominated the early months of 2026. This meant there was hope resilient cloud platforms would remain indispensable digital infrastructure.
The Trade Desk is down 39.8% since the beginning of the year, and at $22.68 per share, it is trading 74.7% below its 52-week high of $89.76 from August 2025. Investors who bought $1,000 worth of The Trade Desk’s shares 5 years ago would now be looking at only $348.02.
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