US-Iran tensions drive investors to energy and defense stocks. BP, Chord Energy, Lockheed Martin, and Northrop Grumman lead opportunities in 2026.
Author: Trader Edge
BYD (BYDDY) posts 41.1% sales drop in February 2026, the worst decline since 2020. Six months of falling sales continue for the Chinese EV maker.
Markets fell on Iran tensions as Bitcoin touched $66K. February jobs report and major earnings from Broadcom, CrowdStrike, and retailers coming this week.
Chevron (CVX) approaches 52-week highs with dividend boost and earnings beat. Jim Cramer says hold, but insiders sold $89M. Full analysis inside.
Iran closes Strait of Hormuz after strikes, threatening 26% of global oil supply. Brent crude targets $100, tanker stocks surge, and Bitcoin falls 2%.
Ethereum (ETH) trades near $2,000 after falling 36% in 2026, yet institutions like BlackRock and JP Morgan continue building. TVL holds at 65% market share.
Discover the top 5 cryptocurrencies for long-term holding in 2026. Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) lead institutional adoption.
The Pentagon used Anthropic’s Claude AI in Iran airstrikes hours after Trump’s ban. OpenAI secured a major defense deal as Anthropic faced federal exclusion.
JPMorgan sees the Clarity Act driving Bitcoin (BTC) growth in 2026. Morgan Stanley applies for crypto custody charter. Here’s the full breakdown.
Bitcoin crashed to $63K after Iran’s Supreme Leader was killed in airstrikes, then rebounded to $68K. Over 157K traders liquidated in volatile trading.
Six Polymarket accounts earned $1M betting on US-Iran strikes hours before the attack, sparking insider trading concerns and pushing lawmakers to act.
SpaceX is preparing a March 2026 IPO filing targeting a $1.75 trillion valuation and $50B raise, potentially becoming the largest public offering ever.
American Express (AXP) fell nearly 8% Friday as Block’s AI-driven layoffs of 4,000 workers sparked concerns about automation disrupting financial services.
SolarEdge (SEDG) dropped 9.5% on Feb 27 amid a solar sector selloff driven by tariff concerns, weakening demand, and poor earnings across the industry.
Lockheed Martin (LMT) stock rises 2.7% on Army NGC2 testing success and $18.8M Navy Trident contract, despite Q4 EPS miss. Up 31% year-to-date.

