# War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings Page: https://stenobird.com/podcast/investtalk-442958/war-s-25-billion-tab-how-the-iran-conflict-is-hitting-corporate-earnings Text version: https://stenobird.com/podcast/investtalk-442958/war-s-25-billion-tab-how-the-iran-conflict-is-hitting-corporate-earnings.md Podcast: [InvestTalk](https://stenobird.com/podcast/investtalk-442958) Published: 2026-05-21T00:04:36+00:00 Episode link: http://investtalk.com Audio file: https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/137/audio3.redcircle.com/episodes/20827317-cb28-47fb-8dbb-45b572e511b0/stream.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/war-s-25-billion-tab-how-the-iran-conflict-is-hitting-corporate-earnings Duration seconds: 2538 ## Resource Global companies are already sitting on a $25 billion bill from the Iran war, and the meter keeps running as supply chains, energy costs, and shipping routes remain disrupted. We look at which industries are absorbing the biggest losses and what forward-looking investors need to watch in upcoming earnings reports. Today's Stocks & Topics: Coeur Mining, Inc. (CDE), Market Wrap, State of the U.S. Economy, War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings, JPMorgan Chase & Co. (JPM), Palantir Technologies Inc. (PLTR), POET Technologies Inc. (POET), Grab Holdings Limited (GRAB), Productivity. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/war-s-25-billion-tab-how-the-iran-conflict-is-hitting-corporate-earnings/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/investtalk-442958/war-s-25-billion-tab-how-the-iran-conflict-is-hitting-corporate-earnings.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.