US stocks tumbled Thursday as the Middle East conflict intensified, with investors grappling with the prospect of sustained energy market disruptions. The selloff accelerated after widening strikes in Iran and neighboring countries sent oil prices surging, raising fresh concerns about inflation and global commerce. Trading remained volatile throughout the day as markets re-priced the conflict's duration and potential economic fallout.

Toward the close, a report that the US is weighing emergency measures to stabilize crude prices sparked a modest bounce from session lows, though anxiety over oil's trajectory persists. The market swings reflect growing uncertainty about how the conflict could impact everything from energy supplies to corporate earnings. Energy sector stocks saw particular pressure as crude benchmarks hit multi-month highs.

Aaron Kennon, CEO of Clear Harbor Asset Management, joined Bloomberg Businessweek Daily to analyze the market turmoil. He discussed with Carol Massar and Tim Stenovec how the conflict's ripple effects could reshape investment strategies and economic forecasts. The session underscored how quickly geopolitical tensions can translate into market volatility, with investors now focused on both immediate price swings and longer-term implications for global growth.