Think Trump's War Crash Isn't Bad Yet? 5 Big Stocks Implode 60%

Investors Business Daily | March 27, 2026 at 01:04 PM UTC
Bearish 89% Confidence Unanimous Agreement
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Key Points

  • Trade Desk has crashed 76.1% from its high, leading S&P 500 declines, followed by Fiserv (-75.5%) and Gartner (-65.4%), with most facing pre-existing threats including AI competition.
  • The Nasdaq composite has fallen into correction territory, down 10.7% from its October 29, 2025 high, while the S&P 500 dropped below its 200-day moving average for the first time since spring.
  • Energy stocks are the primary winners, with Occidental Petroleum, EOG Resources, and ConocoPhillips gaining on higher oil prices, while tech and financial stocks bear the brunt of losses.

AI Summary

Market Summary: Major S&P 500 Stocks Plunge 60%+ Amid Iran Tensions

Key Developments

The Nasdaq composite entered correction territory, falling 10.7% from its October 29, 2025 high following escalating tensions with Iran under President Trump. While the broader market struggles, five S&P 500 stocks have experienced catastrophic declines of 60% or more from their 52-week highs.

Hardest-Hit Companies

Trade Desk (TTD) leads losses with a 76.1% drop from its peak, facing headwinds from AI competition and market uncertainty. The digital advertising firm's earnings are projected to decline 6% this year before recovering to 11% growth in 2027.

Fiserv (FISV) fell 75.5%, while Gartner (IT) dropped 65.4%. Super Micro Computer (SMCI) plunged 64.7% amid allegations of illegal semiconductor exports, and Coinbase Global (COIN) tumbled 60.8%.

Other major casualties include:

  • Oracle (ORCL): -58.5%
  • GoDaddy (GDDY): -58.0%
  • FactSet Research (FDS): -58.7%

Market Implications

The S&P 500 breached its 200-day moving average for the first time since spring 2025. Adam Turnquist, LPL Financial's chief technical strategist, noted "momentum has weakened across the broader market."

Energy stocks emerge as sole winners, with Occidental Petroleum, EOG Resources, APA, ConocoPhillips, and Coterra Energy leading gains due to rising oil prices.

The selloff particularly impacts communication services, financials, information technology, and real estate sectors, signaling broad market stress beyond isolated company issues.

Model Analysis Breakdown

Model Sentiment Confidence
GPT-5-mini Bearish 85%
Claude 4.5 Haiku Bearish 82%
Gemini 2.5 Flash Bearish 100%
Consensus Bearish 89%