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Daily Super Summary:

Major combat operations have erupted in Iran, with significant military escalation now confirmed in the region. Tehran has launched missiles targeting U.S. bases in the Gulf, and oil tankers in the Persian Gulf are diverting to safety as the situation intensifies. These developments have triggered a sharp rise in oil prices, and OPEC+ is reportedly considering a larger output boost in response to the instability following U.S. and Israeli military strikes on Iran. The conflict is already having ripple effects on global markets, with defense sector stocks expected to benefit due to increased demand and a backlog of maintenance and software contracts. The likelihood of U.S. Federal Reserve interest rate cuts in 2026 is also decreasing, as rising oil prices tied to the conflict add inflationary pressure and complicate monetary policy decisions.

The economic consequences of the Iran conflict are being felt across multiple sectors. Oil prices are climbing rapidly, directly impacting global inflation forecasts and prompting OPEC+ to weigh a potential increase in oil production. This volatility is influencing expectations for central bank policy, with analysts now seeing a reduced probability of U.S. Federal Reserve rate cuts in 2026. Meanwhile, defense industry stocks are poised to gain from the surge in military activity, as recurring revenues from maintenance and software contracts provide a buffer against broader market uncertainty. The interconnectedness of energy markets, defense spending, and monetary policy is on full display as investors and policymakers navigate the fallout from the escalating conflict.

In a separate development, the U.S. Supreme Court has ruled that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) are unlawful. This decision has led to an immediate relief rally in Chinese e-commerce stocks, as investors anticipate reduced trade barriers and improved business prospects for companies operating between the U.S. and China. The ruling marks a significant shift in the legal landscape for international trade and has been met with positive market reaction, particularly among firms previously affected by the tariffs.


Market Impact:

🔸

Justification: The overall market impact is mildly negative. While the escalation of conflict in Iran and the Gulf region is causing significant volatility—driving oil prices higher, increasing inflationary pressures, and reducing the likelihood of U.S. Federal Reserve rate cuts—there are some sectoral positives, such as gains in defense stocks and a relief rally in Chinese e-commerce shares following the U.S. Supreme Court tariff ruling. However, the broad negative implications for global markets, inflation, and monetary policy outweigh the sector-specific gains, resulting in a net mild negative impact.

Legend:
🔴 = Strong Negative Impact    🔸 = Mild Negative Impact    ⚪ = Neutral    🔹 = Mild Positive Impact    🔵 = Strong Positive Impact


2/28/2026 9:01:50 AM EDT

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Miami International Holdings, Inc. (MIAX) Q4 2025 Earnings Call Transcript

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Berkshire CEO Greg Abel vows to keep Buffett's culture of disciplined investing in first annual letter

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1 Reason to Buy Advanced Micro Devices Stock

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2026 Could Determine Whether Robinhood Becomes a Compounder or Otherwise.

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If You Like AGNC Investment, You Should Check Out These 2 Ultra-High-Yield Dividend Stocks

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Energy Fuels: Big Gains But Stretched Valuations

Energy Fuels Inc. has surged nearly 400% since last April, outperforming uranium and rare earth peers. Despite continued positives for it, however, its stretched valuations diminish the stock's attractiveness. Results for 2025 show uranium production and sales far exceeded guidance. While total revenue fell 15.6% due to rare earths segment weakness, even this was less than expected. Guidance for 2026 indicates the likelihood of a near doubling of revenues, driven by a robust uranium outlook and rare earth acquisitions, though losses may widen....

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Strike Energy Limited (STKKF) Q2 2026 Earnings Call Transcript

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2 BDCs To Buy For Stress-Free Retirement Cash Flow

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ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages PennyMac Financial Services, Inc. Investors to Inquire About Securities Class Action Investigation - PFSI

New York, New York--(Newsfile Corp. - February 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of PennyMac Financial Services, Inc. (NYSE: PFSI) resulting from allegations that PennyMac may have issued materially misleading business information to the investing public. SO WHAT: If you purchased PennyMac securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement....

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Scouts Will Abandon D.E.I. Policies Under Agreement With Pentagon, Hegseth Says

Scouting America said it had staved off a demand from the Pentagon to ban girls from the organization and change its name back to Boy Scouts of America....

The New York Times - 2/28/2026 3:16:11 AM More News for
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Miami (Ohio) RedHawks vs. Western Michigan Broncos Live Score and Stats

Get real-time Men's College Basketball coverage and scores as Miami (Ohio) RedHawks takes on Western Michigan Broncos. We bring you the latest game previews, live stats, expert picks and recaps on CBS Sports...

CBS Sports - 2/28/2026 3:05:09 AM More News for
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SPYD Just Did The Unthinkable: Matching SPY In A Growth Market

SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has outperformed SPY since June last year, challenging assumptions about yield-focused strategies. SPYD's equal weighting, sector diversification, and income orientation position it as a defensive core allocation amid slowing growth and tech multiple risk. SPYD is likely to match or outperform SPY in 2026, especially if tech consolidation persists and growth catalysts remain muted....

Seeking Alpha - 2/28/2026 10:00:00 AM More News for SPYD
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With free storage at max from Google to Shutterfly to Snap, the price for your memories is rising

Nearly half of all Americans have over 1,000 photos stored on their phones, squeezing memory storage at time when technology giants are cutting costs and spending more than ever before on AI buildouts. The need for a paid storage subscription, and the move by more online companies to cut down on free offers, from Snap to Google to Shutterfly, is forcing consumers to think hard about digital hoarding....

CNBC - 2/28/2026 9:30:01 AM More News for GOOG
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Acadia Pharmaceuticals: Undervalued Despite Robust Revenues From Approved Drugs, With Pipeline Kicker

Acadia Pharmaceuticals' two approved drugs, NUPLAZID and DAYBUE, are guided to continue their strong growth trajectories. These two drugs alone support a "buy" thesis for Acadia. Learning from previously rejected drugs adds to the value of its strong late-stage pipeline....

Seeking Alpha - 2/28/2026 9:58:59 AM More News for ACAD
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Airbus Needs Production Stability After A Soft Delivery Start

Airbus has faced challenges meeting ambitious delivery targets, with 2026 guidance seen as underwhelming. January orders were strong at 49 jets, dominated by single-aisle models, but delivery volume declined year-on-year due to supply chain strains. EADSF's 2026 target of 870 deliveries implies a 10% YoY increase, yet persistent supply chain bottlenecks and credibility of targets remain key risks....

Seeking Alpha - 2/28/2026 9:58:46 AM More News for EADSF
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Goldman Sachs' Physical Gold ETF Offers Advantages

With the Supreme Court overturning the current administration's tariffs and the subsequent hasty implementation of a different set of tariffs, uncertainty has boosted the appeal of gold. This week, significant assets poured into physical gold ETFs....

ETF Trends - 2/28/2026 9:57:47 AM More News for AAAU
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What Defense Stocks Stand to Gain--and Lose--From the US Attacks on Iran

The U.S. attack on Iran will have implications for defense and energy stocks....

Barrons - 2/28/2026 9:53:00 AM More News for GD
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Trump Orders U.S. Agencies to Stop Using Anthropic AI Tech After Pentagon Standoff

The company had clashed with the military over how officials wanted to use its cutting-edge A.I. model. The order could vastly complicate intelligence analysis and defense work....

The New York Times - 2/28/2026 2:51:56 AM More News for
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The Head Fake: Buying the Chinese Stocks Post-Ruling Dip

Markets rarely move in straight lines, and the reaction to the Supreme Court's recent ruling on tariffs is a perfect example of investor psychology at work. On Feb. 20, 2026, the high court declared the IEEPA-based tariffs unlawful, triggering an immediate relief rally across the e-commerce sector....

MarketBeat - 2/28/2026 9:53:05 AM More News for BABA
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Overlooked and Undervalued: Why Brighthouse Financial Deserves Attention

Brighthouse Financial is a consumer-oriented life insurance company. Aquarian Capital has agreed to buy Brighthouse Financial for $70 per share....

The Motley Fool - 2/28/2026 9:30:00 AM More News for BHF
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DiamondRock Hospitality Company: Set To Shine

DiamondRock Hospitality offers a compelling investment with a strong, flexible balance sheet and consistent dividend growth, currently rated as a 'Buy.' DRH's diversified, predominantly third-party managed hotel portfolio enhances operational flexibility and has outperformed brand-managed peers, reducing concentration and supply risks. The company's recent refinancing, elimination of preferred stock, and low net debt/EBITDA (3.7x) bolster liquidity and support ongoing capital returns....

Seeking Alpha - 2/28/2026 9:46:55 AM More News for DRH
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Berkshire Hathaway Earnings Slip on Decline in Insurance Results

The December quarter marked Warren Buffett's last as CEO, a role now occupied by longtime deputy Greg Abel....

WSJ - 2/28/2026 9:44:00 AM More News for BRK-A
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Berkshire Hathaway profit falls on writedowns, lower insurance income

Berkshire Hathaway on Saturday said operating profit fell in the fourth quarter, as it wrote down investments in Kraft Heinz and Occidental Petroleum while income from its insurance businesses declined....

Reuters - 2/28/2026 9:30:18 AM More News for BRK-A
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Hegseth says Pentagon cutting ties with top universities, calling them "woke breeding grounds"

Defense Secretary Pete Hegseth announced Friday that the Pentagon would be canceling troops' attendance at some of the nation's top universities....

CBS News - 2/28/2026 2:38:21 AM More News for
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Megan Thee Stallion Shows Off Curves Getting Fitted For Roberto Cavalli Dress

Megan Thee Stallion looks like she's about to rock the hell out of a Roberto Cavalli dress ... and she's giving everyone a sexy sneak preview....

TMZ - 2/28/2026 2:34:30 AM More News for
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MercadoLibre Shares Sink. Is the Stock a Buy as Revenue Growth Remains Robust?

The Latin American e-commerce platform continues to see strong revenue growth. However, investments in free shipping and credit cards have compressed margins....

The Motley Fool - 2/28/2026 9:15:00 AM More News for MELI
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Flaharty Buys $15 Million of First Trust Enhanced Short Maturity ETF

Flaherty acquired 247,122 shares of FTSM in the fourth quarter. The firm's quarter-end position value increased by $14.8 million due to the purchase....

The Motley Fool - 2/28/2026 9:12:12 AM More News for FTSM
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ROSEN, A LEADING NATIONAL FIRM, Encourages Hub Group, Inc. Investors to Inquire About Securities Class Action Investigation - HUBG

New York, New York--(Newsfile Corp. - February 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Hub Group, Inc. (NASDAQ: HUBG) resulting from allegations that Hub Group may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Hub Group securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement....

Newsfile Corp - 2/28/2026 9:34:00 AM More News for HUBG
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Berkshire Hathaway operating earnings fell nearly 30% in Warren Buffett's final quarter as CEO

Earnings from operations totaled $10.2 billion in Q4. That's down more than 29% from $14.56 billion in the year-earlier period....

CNBC - 2/28/2026 9:31:55 AM More News for BRK-A
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SPYI Continues To Deliver Double Digit Yields With Capital Appreciation

NEOS S&P 500 High Income ETF offers a compelling blend of high monthly income and potential equity appreciation, outperforming risk-free assets as yields decline. SPYI has delivered 42 consecutive monthly distributions totaling $20.99 since inception, averaging a 12.21% annualized yield and 6% capital appreciation. The ETF's two-leg options strategy—selling calls and buying out-of-the-money calls—enables income generation while retaining partial upside in rising markets....

Seeking Alpha - 2/28/2026 9:30:00 AM More News for SPYI
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Warner Bros Discovery Deal: Why Netflix May Have Still Won

In this video, Motley Fool contributors Jason Hall and Tyler Crowe break down how Netflix (NFLX +14.03%) may have come out ahead by losing the bidding for Warner Bros Discovery (WBD 2.19%) to Paramount Skydance (PSKY +20.84%), while still having bigger issues it should focus on instead....

The Motley Fool - 2/28/2026 9:05:00 AM More News for NFLX
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Amphastar: Higher Costs, Lower Growth, And A 'Value Trap' Label

Amphastar Pharmaceuticals remains a 'Hold' as growth and margin headwinds persist amid its transition from generics to a proprietary pipeline. AMPH's legacy generics are declining, branded products face growth deceleration, and margins are pressured by product mix and rising R&D/SG&A costs. FY26 revenue guidance was cut to mid- to high-single-digit growth; AMP-007's contribution is uncertain, and preclinical pipeline catalysts are years away....

Seeking Alpha - 2/28/2026 9:25:00 AM More News for AMPH
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Berkshire Hathaway Inc. News Release

OMAHA, Neb.--(BUSINESS WIRE)--(BRK.A; BRK.B) – Berkshire's operating results for the fourth quarter and full year of 2025 and 2024 are summarized in the following paragraphs. However, we urge investors and reporters to read our 2025 Annual Report, which has been posted at www.berkshirehathaway.com. The limited information that follows in this press release is not adequate for making an informed investment judgment. Earnings of Berkshire Hathaway Inc. and its consolidated subsidiaries for the fo....

Business Wire - 2/28/2026 9:00:00 AM More News for BRK
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QQQI: Buying The Nasdaq-100, But More Cautiously

QQQI is a NEOS fund offering a 14.30% dividend yield, designed to capture Nasdaq-100 upside while providing downside protection through option premium offsets. This article analyzes the AI stress test and how hyperscaler CAPEX is impacting market outlooks. Investing in QQQI is heavily dependent on the dynamics of Mag-7 stocks, which warrants increased caution over the long term....

Seeking Alpha - 2/28/2026 9:17:14 AM More News for QQQI
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Investors Hated CoreWeave's Earnings. It Might Be Even Worse Than They Realize

Artificial intelligence (AI)-focused cloud infrastructure provider CoreWeave ( NASDAQ:CRWV ) released its fourth quarter earnings on Thursday, and the market's reaction was swift and brutal....

24/7 Wall Street - 2/28/2026 9:16:20 AM More News for CRWV
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Autodesk: With Refocus On Sales Optimization, Clouds Are Lifting (Rating Upgrade)

Autodesk delivered strong Q4 billings and a robust FY27 outlook, defying broader SaaS pessimism and prompting a post-earnings share price jump. ADSK's CAD software is seen as highly AI-resistant, with entrenched adoption in architecture and engineering, supporting its premium valuation. Despite improved valuation multiples—6.3x EV/revenue, 19.8x P/E—ADSK remains less attractive than other discounted SaaS peers; I move to a neutral rating....

Seeking Alpha - 2/28/2026 9:15:00 AM More News for ADSK
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Nu Holdings' 2025 Review: From Fintech Disruptor to Emerging Banking Powerhouse

The fintech upstart delivered record revenue, rising net income, and solid ROE. Nu is becoming a multiproduct banking platform, not just a digital credit card provider....

The Motley Fool - 2/28/2026 8:45:00 AM More News for NU
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Buy The Dip? Assessing Top-Tier BDCs Amid The SaaSpocalypse

Market sentiment appears overly defensive in certain areas, suggesting potential mispricing in risk assets. The analysis highlights top-tier BDCs, focusing on dividend yields, price/NAV, leverage, and credit quality. Main Street Capital (MAIN), Capital Southwest (CSWC), and Ares Capital (ARCC) offer strong yields with varying risk profiles....

Seeking Alpha - 2/28/2026 9:15:00 AM More News for AMZN
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Ocean Power Technologies CEO discusses US Coast Guard deal - ICYMI

Ocean Power Technologies Inc (NYSE-A:OPTT) CEO Philipp Stratmann talked with Proactive about the company's latest contract award with the US Coast Guard, international expansion into Greece, and new advancements in offshore docking and charging solutions for unmanned surface vehicles (USVs). Proactive: Alright welcome back inside our Proactive newsroom, and joining me now is Philipp Stratmann, he is the CEO of Ocean Power Technologies Inc....

Proactive Investors - 2/28/2026 9:13:59 AM More News for OPTT
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10 Best CEFs This Month: Average Yield Of 9.7% (February 2026)

The article presents a rigorously screened list of 10 top closed-end funds, or CEFs, for income investors, offering an average 9.7% yield and -10% NAV discount. Selections emphasize sector diversification, long-term outperformance, sustainable distributions, and attractive valuations, with a focus on both equity and credit-oriented CEFs. CEFs are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone....

Seeking Alpha - 2/28/2026 9:10:00 AM More News for AIO
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Google wants Intrinsic to be 'Android of robotics' as it pushes into physical AI

In folding its Intrinsic project into the main company this week and out of "Other Bets," Google is aiming to mimic its Android strategy for robots. "We're trying to make it accessible for anyone," Intrinsic CEO Wendy Tan White told CNBC in an interview last year....

CNBC - 2/28/2026 9:00:01 AM More News for GOOG
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NFL combine 2026 live updates: DB and TE workouts and 40 times

Stay up to date with everything that happens during on-field workouts in Indianapolis...

CBS Sports - 2/28/2026 2:12:06 AM More News for
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Should You Buy This Dirt Cheap Stock Before It Soars 83%, According to 1 Wall Street Analyst?

Wayfair is making progress, with sales increasing and net losses improving. It's rolling out new projects, such as a rewards program and physical store locations....

The Motley Fool - 2/28/2026 8:35:00 AM More News for W
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How the 'K-shaped' economy is showing up at two big U.S. gyms

Life Time and Planet Fitness both reported strong growth, but their results highlighted a widening divide in consumer spending habits. Life Time's revenue jumped 12% as higher-income members paid higher dues and spent more on premium services like training, spa treatments and food....

CNBC - 2/28/2026 9:00:01 AM More News for LTH
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