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Zacks News
Market Winners and Losers in the Iran War
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AI fears rattled markets as IBM sank and tech slid, but ETFs like OIH, BWET, IDNA and HDGE stayed resilient, gaining even as major indexes fell.
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Oil, shipping and niche thematic ETFs rallied last week as Middle East tensions lifted crude prices, while silver and uranium funds gained on macro and supply trends.
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From shipping and robotics to uranium and Japan, niche ETFs outperformed in Jan 2026 amid geopolitics, AI demand and weather shocks.
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Natural gas, shipping and Meta-focused ETFs led last week as Fed jitters, cold weather and sector rotation drove gains.
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November muted for markets, but ETFs like SPYM, BWET, WNTR, LITP and OZEM stand out.