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:
- Marketing Software company Upland Software (NASDAQ: UPLD) jumped 6.7%. Is now the time to buy Upland Software? Access our full analysis report here, it’s free.
- Automation Software company SoundHound AI (NASDAQ: SOUN) jumped 6.2%. Is now the time to buy SoundHound AI? Access our full analysis report here, it’s free.
- Content Delivery company Fastly (NASDAQ: FSLY) jumped 6.4%. Is now the time to buy Fastly? Access our full analysis report here, it’s free.
Zooming In On Upland Software (UPLD)
Upland Software’s shares are extremely volatile and have had 50 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 4 days ago when the stock dropped 7% on the news that the leak of Anthropic's "Claude Mythos" model ignited fresh concerns across the software sector.
This "AI Scare Trade" hammered giants like Salesforce and Adobe, as Wall Street weighed whether these platforms would be integrated or simply rendered obsolete by low-cost, agentic intelligence. Compounding the disruption was macroeconomic volatility fueled by the escalating Middle East conflict. Brent crude prices surged as U.S.-Israeli operations against Iranian infrastructure heightened fears of a prolonged energy shock. This spike reignited inflation anxieties, pushing the Nasdaq Composite deeper into correction territory.
Upland Software is down 57.1% since the beginning of the year, and at $0.64 per share, it is trading 78.4% below its 52-week high of $2.97 from March 2025. Investors who bought $1,000 worth of Upland Software’s shares 5 years ago would now be looking at only $13.63.
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