Geopolitical Impact on Markets - The U.S. and Israel launched a coordinated air attack against Iran, ending Ayatollah Ali Khamenei's 36-year rule, which was anticipated by the markets [1] - Despite the attack, stocks rose on Monday, indicating that markets often discount future events [2] - Defense stocks and drone manufacturers, such as Red Cat Holdings, experienced strong rallies due to the military buildup in the Middle East [3] Military Operation Success - The military operation against Iran has been largely successful, with significant leadership losses for Iran and minimal U.S. casualties [4] - The operation's efficiency has exceeded expectations, contributing to positive market sentiment [12] Investment Opportunities - Geopolitical conflicts can create buying opportunities for investors, as seen in the current market reaction [5] - AI infrastructure investments remain robust, with NVIDIA investing $2 billion in Lumentum and Coherent, highlighting the importance of optics in AI development [9] - Beaten-down sectors like software and Bitcoin are showing signs of recovery, with the iShares Software ETF approaching its 200-week moving average [10] Market Resilience - The market's reaction to geopolitical events demonstrates its predictive nature, with investors having already positioned themselves in energy and defense sectors prior to the strikes [12] - The ongoing investment in AI infrastructure continues to support a bullish outlook for the broader market [12]

Tidewater (TDW) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.7 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -49.23%. A quarter ago, it was expected that this offshore energy services provider would post earnings of $0.46 per share when it actually produced earnings of $0.53, delivering a surprise of +15.22%.Over the last four qu ...

For the quarter ended December 2025, Ingram Micro (INGM) reported revenue of $14.88 billion, up 11.5% over the same period last year. EPS came in at $0.96, compared to $0.92 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $14.13 billion, representing a surprise of +5.33%. The company delivered an EPS surprise of +6.67%, with the consensus EPS estimate being $0.90.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and h ...

All right, no hundreds of dollar oil today, no closing of the Straits of Hormuz. Anyway, joining us, uh, Dan Briette is a former energy secretary and my good friends Art Laugher, former Reagan economist, Steve Moore, host of More Money on WABC radio. Gentlemen, thank you.Dan Briette, fake news right just almost at the start of this show, uh, Reuters uh, listening to the IRGC, if you can believe that, that the Straits of Hormuz are being closed by Iran. Our Jennifer Griffith who's a national security corresp ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased ordinary shares of uniQure N.V. during the specified class period of the upcoming lead plaintiff deadline for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought uniQure shares between September 24, 2025, and October 31, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by April 13, 2026 [3]. - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4]. Group 2: Case Allegations - The lawsuit alleges that uniQure misrepresented and/or failed to disclose critical information regarding the design of its Pivotal Study for a drug candidate targeting Huntington's Disease, including the lack of full FDA approval [5]. - It is claimed that uniQure downplayed the likelihood of needing to delay its Biologics License Application (BLA) timeline due to the necessity of additional studies [5]. - The lawsuit asserts that the defendants' statements regarding uniQure's business and prospects lacked a reasonable basis, leading to investor damages when the true information became public [5].

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Group 1 - The presentation is led by Matthew Cost from Morgan Stanley's Research Division, focusing on important research disclosures [1] - Mark Douglas, CEO of MNTN, is present for the discussion, indicating a focus on the internet sector [2]

Core Viewpoint - An investigation has been initiated regarding the fairness of the acquisition of European Wax Center, Inc. by General Atlantic, targeting all individuals or entities that purchased EWCZ stock prior to February 10, 2026 [1] Group 1 - The investigation is being conducted by Levi & Korsinsky, LLP [1] - The focus of the investigation is on the acquisition process and its fairness [1]

SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Stockholders of an Investigation into the Fairness of the Acquisition of Kennedy-Wilson Holdings, Inc. by Fairfax Financial Holdings Limited [Accessibility Statement] Skip NavigationNEW YORK, March 2, 2026 /PRNewswire/ -- The following statement is being issued by Levi & Korsinsky, LLP:To: All Persons or Entities who purchased Kennedy-Wilson Holdings, Inc. ("Kennedy-Wilson" or the "Company") (NYSE: KW) stock prior to February 17, 2026.You are hereby notified ...

Core Viewpoint - Levi & Korsinsky, LLP has initiated an investigation into the fairness of the acquisition of Clearwater Analytics Holdings, Inc. by a consortium led by Permira and Warburg Pincus, focusing on whether the merger price of $24.55 per share adequately reflects the company's value and if all material facts were disclosed to shareholders [1]. Summary by Relevant Sections Acquisition Details - Clearwater stockholders are expected to receive $24.55 per share in cash as a result of the acquisition [1]. Investigation Focus - The investigation aims to determine if the Board of Clearwater has harmed stockholders by failing to maximize the merger price and whether all material facts were properly disclosed to stockholders [1]. Legal Representation - Levi & Korsinsky is a nationally recognized law firm with expertise in prosecuting securities litigation and has recovered hundreds of millions of dollars for aggrieved shareholders [1].