Stock futures plummet Tuesday as escalating Middle East conflict drives oil prices up 6% and Trump signals prolonged military engagement ahead.
Author: Trader Edge
Palantir (PLTR) rallies 13% in four sessions as Iran tensions boost defense AI demand. Wall Street buy ratings jump to 20 from 9 earlier this year.
Elliott Investment commits $1B to Pinterest (PINS), driving share buybacks. Board approves $3.5B repurchase program with $2B planned for early 2026.
Core Scientific (CORZ) stock dropped 2.8% after missing Q4 revenue estimates at $79.8M, with Bitcoin mining revenue falling 50% year-over-year to $42.2M.
GE Aerospace (GE) reaches new heights as Bernstein lifts price target to $405. Q4 earnings surpass estimates with strong revenue growth and dividend increase.
CrowdStrike (CRWD) reports Q4 fiscal 2026 earnings today. Wall Street forecasts 23% revenue growth, but shares are down 18% YTD on AI competition worries.
Wells Fargo initiates Zscaler (ZS) at Overweight with $200 target, dismissing Red Canary concerns and highlighting 20% growth potential in Zero Trust and AI.
AutoZone (AZO) stock falls 8.6% premarket after Q2 same-store sales of 3.3% miss the 5.6% estimate, despite beating on adjusted earnings per share.
Northrop Grumman (NOC) reaches all-time high of $748.19 with 60% yearly gains, record $95.68B backlog, and strong 2026 guidance up to $44B in revenue.
Target (TGT) stock surges 5.5% after beating Q4 earnings estimates and projecting 2% sales growth in 2026—its first annual increase in three years.
Amazon (AMZN) stock falls 2% after drone strikes damage AWS data centers in UAE and Bahrain, disrupting EC2, S3, and DynamoDB services in the region.
OpenAI CEO Sam Altman calls Pentagon deal rollout ‘sloppy,’ announces revisions blocking domestic surveillance and NSA use of AI technology.
Palantir (PLTR) extends gains as Peter Thiel files to sell $280M in shares. UBS upgrades to Buy with $180 target while defense contracts fuel investor interest.
Qualcomm (QCOM) CEO reveals robotics will be major business in 2 years with Dragonwing processor. Stock drops 2.20% despite bullish $370B market forecast.
Archer Aviation (ACHR) stock fell 4.3% after hours as Q4 EBITDA losses widened and Q1 2026 guidance disappointed investors expecting lower burn rates.

