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Uh for more on these markets and how they're continuing to react to the Iran attacks, let's bring in Joe Amato, the president and chief investment officer at Newberger Berman with 563 billion in assets under management. Welcome to you. >> Good morning.>> Uh I guess you were on here last summer also when there was you know there were strikes against Iran and things going on. So the second day in where we see continued upward pressure on oil and natural gas price. Is that why you think stocks are under more a ...

And Barry Knapp is here around the table called the table with us. Um he's Ironside's macroeconomics managing partner and Joe made a reference to this earlier. Uh Barry, welcome that sometimes it takes a day for so is it is it a delayed kind of settling in of reality or do you think the new facts, the targeting of the Gulf, what's going on with oil prices, are those enough to kind of go from a sort of shrugging this off yesterday afternoon to now being down significantly again.To be sure, Europe's got a m E ...

Market Indexes Open in Sharp RetreatThe U.S. stock market opened Tuesday, March 3, 2026, under significant pressure as a wave of global risk-off sentiment swept through financial centers. Following a weekend of escalating military tensions in the Middle East, major domestic indexes saw sharp declines at the opening bell. The S&P 500 (SPX) dropped 1.8% in early trading, sliding to approximately 6,784 points. The Dow Jones Industrial Average (DJI) plummeted 907 points, or 1.9%, while the tech-heavy Nasdaq Com ...

Key Takeaways FIX delivered record 25% quarterly gross margins, led by Mechanical at 24.9% and Electrical at 26.9%.Backlog hit a record $11.9B, nearly doubling year over year on strong tech-sector demand.FIX plans to expand modular capacity to 4M sq ft by 2026 as hyperscalers drive 45% of revenues.Comfort Systems USA, Inc. (FIX) achieved historic profitability, with quarterly gross margins exceeding 25% for the first time in the company's history. Revenue growth remained solid, but the defining feature of t ...

Key Takeaways CNX plans new tech use and 30 Marcellus and Utica wells in 2026 to lift output. CNX to invest $556-$586M in 2026, mainly for drilling, land and midstream expansion.CNX expands via a $50M Utica Shale deal, boosting efficiency and production volume.CNX Resources Corp. (CNX) has been gaining from technological development, systematic capital investment, strong volume growth, strategic cost management and a clean energy initiative that boosts performance.CNX’s TailwindsCNX focuses on the Appalachi ...

Key Takeaways U.S.-Iran strikes lift defense ETFs like ITA as the demand for advanced weaponry surges.Lockheed Martin and RTX see rising orders for F-35 jets, missiles and Iron Dome interceptors. ETFs like SHLD should gain on modernization cycles, geopolitical tensions and AI-driven warfare spending.The recent joint military strikes by the United States and Israel against Iran have fundamentally shifted the geopolitical landscape, pushing regional instability in the Middle East to a breaking point. While t ...

Key Takeaways AVB reported higher occupancy and rent in early 2026, in line with its initial outlook.AvalonBay Communities repurchased $600.9M in stock and launched a new $1B buyback program.AVB sees development NOI rising from $47M in 2026 to $75M in 2027 amid low 2026 supply.AvalonBay Communities (AVB) recently provided a business update, highlighting same-store residential operating metrics for December 2025 through Feb. 26, 2026. The company emphasized that early 2026 rent change and occupancy trends ha ...

Ross Stores, Inc. (NASDAQ:ROST) will release earnings results for its fourth quarter, after the closing bell on Tuesday, March 3.Analysts expect the Dublin, California-based company to report quarterly earnings at $1.91 per share, up from $1.79 per share in the year-ago period. The consensus estimate for Ross Stores' quarterly revenue is $6.44 billion, versus $5.91 billion a year earlier, according to data from Benzinga Pro.On Nov. 20, Ross Stores reported better-than-expected third-quarter financial result ...

Gross profit was up 10.6%, while gross margin of 19.7% was down 260 basis points due to weaker Rail margins primarily related to our TS& S business in the UK. Coupled with greater volume of Rail products, we delivered strong leverage of SG&A expenses, which were down $1.3 million or 5.2% from last year's quarter. The Q4 SG&A percentage of sales improved 470 basis points to 14.4%. Adjusted EBITDA of $13.7 million was up a remarkable $6.4 million or 89%, with the increased gross profit and lower SG&A expenses ...