DRI Healthcare Trust press release ( DHTRF ): Q4 total income of $61.7M. Total Cash Receipts of $50.7 million. Adjusted EBITDA of $46.2 million. Comprehensive earnings of $9.1 million. Adjusted cash earnings per unit of $0.78 and $0.77 (basic and diluted). The company expects full-year 2026 adjusted EBITDA to range between $157 million and $162 million. DRI Healthcare also announced today that its...
DRI Healthcare Trust press release ( DHTRF ): Q4 total income of $61.7M. Total Cash Receipts of $50.7 million. Adjusted EBITDA of $46.2 million. Comprehensive earnings of $9.1 million. Adjusted cash earnings per unit of $0.78 and $0.77 (basic and diluted). The company expects full-year 2026 adjusted EBITDA to range between $157 million and $162 million. DRI Healthcare also announced today that its board of trustees has increased quarterly cash distribution to $0.11 per unit for the first quarter of 2026, payable on April 20, 2026, to unitholders of record as of March 31, 2026. More on DRI Healthcare Trust Seeking Alpha’s Quant Rating on DRI Healthcare Trust Historical earnings data for DRI Healthcare Trust Dividend scorecard for DRI Healthcare Trust Financial information for DRI Healthcare Trust
Western Official Claims Iran Has Just 'Days Left' For Depleting Missile Arsenal Among the most crucial open questions in the ongoing Operation Epic Fury - or perhaps the most pressing issue - is which warring side will outlast the other in terms of maintaining missile and interceptor numbers , and for the US side this means enough to achieve the (somewhat ambiguous) military objectives. Speculatio...
Western Official Claims Iran Has Just 'Days Left' For Depleting Missile Arsenal Among the most crucial open questions in the ongoing Operation Epic Fury - or perhaps the most pressing issue - is which warring side will outlast the other in terms of maintaining missile and interceptor numbers , and for the US side this means enough to achieve the (somewhat ambiguous) military objectives. Speculation and estimates are flying wildly in international press reports, also with Iran now claiming it has only thus far expended its older and aging stockpile , but stands ready to use its newer, more advanced ballistic projectiles. But amid the fog of war in these opening days of conflict, and competing narratives, there's also concern at the Pentagon over just how long this 'air war' will last. Source: Reuters War Secretary Pete Hegseth earlier Wednesday suggested that the campaign could extend to eight weeks . So already the scope is getting extended (and is so as each day passes), after President Trump initially floated a mere likely 'days' or up to "five weeks" of combat operations against Iran in the Persian Gulf region. Enter The Wall Street Journal with a new Wednesday report just as the Pentagon wrapped up its press briefing... "The number of Iranian ballistic missile launches is declining and at current rates Tehran has only several more days of firepower from them , according to a Western official," the report says . "Still, the decline might also be because Iran is holding back missiles so its operations can last longer , the official said." But again, headline consumers might want to take such an assessment with a big grain of salt. Every hot war is accompanied by an information war - a reality for all wars since time immemorial. The major media, from NYT to WSJ to CNN to of course The Washington Post, typically gets its 'scoops' from anonymous Pentagon and US intelligence officials, or else from Mossad and the Israeli government (given the current war is also being...
Andreas Rentz/Getty Images News A U.S. judge has given preliminary approval to Bayer ( BAYZF ) ( BAYRY ) proposed $7.25 billion settlement designed to address thousands of lawsuits tied to its Roundup weedkiller, marking a key step in the company’s effort to contain long-running legal risks, Bloomberg News reported Wednesday. The agreement, first proposed in February, is intended to resolve both e...
Andreas Rentz/Getty Images News A U.S. judge has given preliminary approval to Bayer ( BAYZF ) ( BAYRY ) proposed $7.25 billion settlement designed to address thousands of lawsuits tied to its Roundup weedkiller, marking a key step in the company’s effort to contain long-running legal risks, Bloomberg News reported Wednesday. The agreement, first proposed in February, is intended to resolve both existing and future claims from individuals who allege the herbicide caused non-Hodgkin’s lymphoma. Bayer has consistently disputed those allegations. The settlement framework would establish funding for claims over a period that could extend as long as 21 years. Under the proposal, members of the class will have 90 days to opt out or raise objections, a window that runs through June 4, according to a statement from the company after the Missouri Circuit Court issued its preliminary approval. The settlement could weigh on Bayer’s ( BAYZF ) ( BAYRY ) finances in the near term. The company said payments tied to the plan are expected to push free cash flow into negative territory in 2026. For Chief Executive Officer Bill Anderson, the ruling represents progress in efforts to resolve litigation that has shadowed the company since its 2018 acquisition of Monsanto. The lawsuits have already cost Bayer more than $10 billion in settlements and verdicts. The decision granting preliminary approval came from St. Louis Circuit Judge Tim Boyer, who has presided over several Roundup trials. The agreement still faces several uncertainties. Plaintiffs can choose not to participate, and Bayer has indicated it could abandon the deal if participation falls significantly short of expectations. Anderson has said the plan requires nearly universal participation to succeed. Supreme Court ruling looms Separately, investors are awaiting a ruling from the U.S. Supreme Court on Bayer’s appeal of a $1.25 million Roundup verdict. The justices will consider whether federal law overrides certain failure-t...
Dragos Condrea/iStock via Getty Images Investment Thesis Although Palantir Technologies Inc. ( PLTR ) has fallen significantly from its all-time highs of $207.5 and since my last coverage , the stock is at a very attractive entry point, as the fundamental growth story in AI and defense remains firmly in place. Specifically, due to rising tensions in Eastern Europe and the Middle East, governments ...
Dragos Condrea/iStock via Getty Images Investment Thesis Although Palantir Technologies Inc. ( PLTR ) has fallen significantly from its all-time highs of $207.5 and since my last coverage , the stock is at a very attractive entry point, as the fundamental growth story in AI and defense remains firmly in place. Specifically, due to rising tensions in Eastern Europe and the Middle East, governments are forced to increase their defense spending. This is a perfect environment for a company to take massive data sets and turn them into actionable intelligence in real-time. As such, PLTR is in a perfect position to land more government contracts and increase their relationship with NATO and the U.S. defense establishment. Data by YCharts Palantir Targets 61% Growth, 50%+ Margins in 2026 In my view, Palantir has a solid growth in the U.S. commercial sector that serves as its main performance factor for financials. This segment is growing and the rate of expansion is compounding. Q4 results indicate that U.S. commercial topline increased by 137% YoY . This YoY growth exceeds Q3's YoY growth of 121% and the Q2's 93% growth. This QoQ acceleration proves that Palantir is capturing market share at an increasing pace instead of seeing demand plateau. The factor behind this acceleration is the AI Platform (AIP). Palantir has sharply converted interest in gen AI into future top line through bootcamps. As per Palantir’s management, clients are moving from initial engagement to production usage quickly. One utility client increased from an annualized contract value of $7 million to $31 million by the end of 2025. Likewise, one energy client increased from $4 million to more than $20 million. These instances indicate that once Palantir installs its OS, the client consumption scales largely. This land and expansion factor led to a Net Dollar Retention rate of 139%. It is a 5%-point increase from Q3. The growth in this metric points that existing clients are spending progressively more ...
Tasos Katopodis President Donald Trump formally submitted his nomination of Kevin Warsh to serve on the Federal Reserve Board of Governors and to head the board as its chair, the White House said on Wednesday. His term as Fed chair would last for four years, while his seat on the central bank's board is for 14 years, starting Feb. 1, 2026, the White House said in a statement. In both capacities, W...
Tasos Katopodis President Donald Trump formally submitted his nomination of Kevin Warsh to serve on the Federal Reserve Board of Governors and to head the board as its chair, the White House said on Wednesday. His term as Fed chair would last for four years, while his seat on the central bank's board is for 14 years, starting Feb. 1, 2026, the White House said in a statement. In both capacities, Warsh must still be confirmed by the Senate before he takes on those roles. His term as Fed chair, though, would not start until current Fed Chair Jerome Powell's term ends on May 23. Still, the confirmation process may be stalled by some senators who are objecting to the U.S. Department of Justice's criminal investigation into Powell's management of the central bank's multibillion-dollar renovation project. That probe prompted Powell to take the unusual step of making a public statement, accusing the administration of threatening the independence of the central bank. Sen. Thom Tillis (R-NC), a member of the Senate Banking, Housing, and Urban Affairs Committee, has said he'll block any vote to confirm Powell's successor until the DOJ investigation into Powell is resolved. He's willing to support Warsh once the investigation matter is settled, he said last month. Trump named Warsh, a former Fed governor, as his pick to lead the Fed in January. The president has been urging the Fed to rapidly cut interest rates for more than a year and has often blasted Powell for not cutting rates fast enough. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the Federal Reserve Kevin Warsh’s rate-cut plan hits an oil slick Fed's Miran still sees rate cuts as appropriate amid Iran war Federal Reserve Watch: Quantitative Easing Continues Buy Or Sell Kevin Warsh?
Alphabet Inc. ’s Google and Epic Games Inc. proposed a new settlement Wednesday to resolve a long-running antitrust case between the two companies. The proposed agreement would call for Google to share a catalog of apps available in its Play Store with rivals and allow alternate app stores onto Android phones after registration. In a court filing, Google and Epic said the new proposal would resolv...
Alphabet Inc. ’s Google and Epic Games Inc. proposed a new settlement Wednesday to resolve a long-running antitrust case between the two companies. The proposed agreement would call for Google to share a catalog of apps available in its Play Store with rivals and allow alternate app stores onto Android phones after registration. In a court filing, Google and Epic said the new proposal would resolve concerns raised by Judge James Donato regarding a November 2025 settlement. Following a 2023 jury verdict that Google’s Android policies violate antitrust law, Donato issued an injunction ordering Google to make its app catalog available to rival app stores so that they can better build competing products. Donato’s injunction, which was later upheld by a federal appeals court, also banned preferential treatment for Google services on Android phones and required the company to let mobile app developers steer customers to lower payments outside of the Play Store. Google and Epic later reached a settlement that would have eliminated the catalog sharing remedy, leading Donato to raise concerns at a January hearing that the new settlement was a “sweetheart deal” for Google.
KKR co-CEO Scott Nuttall discusses the firm’s lessons learned from prior investments as he expects to see a k-shaped industry emerging for alternative asset managers. He speaks with Dani Burger at Bloomberg Invest. (Source: Bloomberg)
KKR co-CEO Scott Nuttall discusses the firm’s lessons learned from prior investments as he expects to see a k-shaped industry emerging for alternative asset managers. He speaks with Dani Burger at Bloomberg Invest. (Source: Bloomberg)
After a superb performance in 2025, retail investors continue to show themselves as a force to be reckoned with in 2026. February was the fifth strongest month for net retail buying in the last five years on Citadel Securities' platforms, according to the firm's head of equity and equity derivatives strategy Scott Rubner. That's despite the month being a slowdown compared to a surge of net retail ...
After a superb performance in 2025, retail investors continue to show themselves as a force to be reckoned with in 2026. February was the fifth strongest month for net retail buying in the last five years on Citadel Securities' platforms, according to the firm's head of equity and equity derivatives strategy Scott Rubner. That's despite the month being a slowdown compared to a surge of net retail buying in January . Mom-and-pop trader flows in 2025 surged to record levels , with those investors often disproportionately "buying the dips" instead of believing stocks were heading in long-term negative directions. That signature trade continues in 2026 , Rubner said. "Year-to-date, average net notional traded on our platform has been 2.5x larger on S & P down days than on up days," he wrote. "While overall average daily net notional moderated in February, the intensity of dip-buying actually increased: net notional on February S & P down days was 4.3x that of up days (vs. 2.1x in January)." It's a trend that is still in place this month. While U.S. equities this week sold off at the open during the last two trading days on worries over the U.S.-Iran war, they stormed back and turned positive Monday and significantly pared losses Tuesday as investors bought the dips. .SPX 5D mountain .SPX five-day chart. Rubner added retail traders are about to get an influx of cash that could make them even bigger players in the market. Due to President Donald Trump's " big beautiful bill ," tax refunds are expected to be higher-than-normal in 2026. Investors should expect the refunds' potential impact on the market to increase in the next two months. Rubner said only 30% of refunds have been distributed by March 1, while that figure is expected to rise to around 75% by May 1. When that money might get deployed is uncertain, as inflows into money market funds typically increase in February and March, Rubner said. That implies investors might not immediately move tax refund money into eq...
Amazon (AMZN) stock has lagged its Big Tech peers over the past year, rising approximately 6% over the last 12 months but down about 7% year-to-date (YTD), making it one of the weakest performers within the “Magnificent Seven” group. This underperformance reflects mounting competitive pressures in its most profitable segment and rising concerns about future margins. The primary source of investor ...
Amazon (AMZN) stock has lagged its Big Tech peers over the past year, rising approximately 6% over the last 12 months but down about 7% year-to-date (YTD), making it one of the weakest performers within the “Magnificent Seven” group. This underperformance reflects mounting competitive pressures in its most profitable segment and rising concerns about future margins. The primary source of investor caution is Amazon Web Services (AWS), the company’s high-margin cloud computing division. AWS faces intensifying competition from Google Cloud, owned by Alphabet (GOOGL), and Microsoft (MSFT) Azure. Both rivals continue to expand aggressively, investing heavily in infrastructure and artificial intelligence (AI) capabilities to gain market share. As enterprise customers diversify cloud providers and demand advanced AI functionality, AWS is operating in an increasingly competitive environment. Adding to these concerns, Amazon plans to substantially increase its capital expenditures in 2026. During the fourth-quarter conference call, Amazon announced $200 billion in capital spending, with the majority allocated to AWS. What’s Behind Amazon’s Rising Capex? Amazon has outlined a significant increase in capital expenditures, attributing the move primarily to exceptionally strong demand within AWS. The scale of the planned investment reflects the company’s strategic focus on expanding data-center capacity and enhancing its AI infrastructure. Management views this buildout as essential to meeting accelerating customer demand and sustaining long-term growth in cloud computing and AI-driven services. AWS is experiencing robust demand, particularly in AI-related workloads. Management indicated that the newly installed capacity is being monetized rapidly. Amazon expects that incremental capacity will be fully utilized. The company believes this expansion will strengthen its competitive positioning in an attractive sector, while supporting strong returns on invested capital over time. H...
Welcome to Bloomberg’s Texas Edition — covering all the industries and people driving America’s second-largest economy, from finance and oil to tech and sports. Join us each week for an inside look at Texas through a Bloomberg lens. This week’s Texas Edition is brought to you by caffeine. Lots of it. It was a late night and early morning covering the Texas primary. Democrats will now find out if S...
Welcome to Bloomberg’s Texas Edition — covering all the industries and people driving America’s second-largest economy, from finance and oil to tech and sports. Join us each week for an inside look at Texas through a Bloomberg lens. This week’s Texas Edition is brought to you by caffeine. Lots of it. It was a late night and early morning covering the Texas primary. Democrats will now find out if State Representative James Talarico is the Senate candidate who can snap a statewide party losing streak now more than three decades old. He is both young (36) and a political newcomer (he first won his seat in 2018). It took some time to get to that result. Confusion over Democratic polling sites in Dallas County — home to Talarico’s opponent, Representative Jasmine Crockett — prompted a judge to extend voting hours after some people were turned away and redirected to their home precincts. The extension was later paused following a challenge by Attorney General Ken Paxton to the state Supreme Court. … And speaking of Paxton, he and Senator John Cornyn are in a runoff. Cornyn led by about 1 percentage point with more than 90% of the vote counted as of Wednesday morning. But Paxton’s challenge, built around the idea that Cornyn was insufficiently loyal to Donald Trump’s MAGA agenda, was a rebuke to a four-term incumbent who has tended to Texas interests and was a solid supporter of the president. The May 26 runoff has personal implications for Cornyn — he would be the first sitting Texas senator to lose a primary since 1970 — and broader overtones. Both men wanted a presidential endorsement before their three-way primary. Neither got it, which adds pressure for Trump to take a stand. And Cornyn and Paxton will have to keep shelling out cash just to settle the nomination. Candidates from both parties and outside groups spent more than $120 million into Tuesday’s vote. While the Senate race captured the most attention, there were headlines that will reverberate through the Hous...
Key Points Joby could begin flying commercial flights in the U.S. and UAE this year. Manufacturing capacity is being built rapidly, including doubling production in 2027. Management has raised nearly $2 billion to fund growing eVTOL ambitions. 10 stocks we like better than Joby Aviation › Joby Aviation (NYSE: JOBY) expects to take to the skies with commercial flight in 2026. The company has built ...
Key Points Joby could begin flying commercial flights in the U.S. and UAE this year. Manufacturing capacity is being built rapidly, including doubling production in 2027. Management has raised nearly $2 billion to fund growing eVTOL ambitions. 10 stocks we like better than Joby Aviation › Joby Aviation (NYSE: JOBY) expects to take to the skies with commercial flight in 2026. The company has built out manufacturing capacity, is moving toward FAA approval, and has laid the groundwork to have demand for flights from Day 1. Now, attention turns to executing on its long-term growth plans, which include building more vertiports and integrating with ride-sharing platforms. In this video, I cover what we learned about 2026 plans and why recent capital raises have increased the chance of success. *Stock prices used were end-of-day prices of Feb. 28, 2026. The video was published on March 4, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in Joby Aviation right now? Before you buy stock in Joby Aviation, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Joby Aviation wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $526,889!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,103,743!* Now, it’s worth noting Stock Advisor’s total average return is 947% — a market-crushing outperformance compared to 192% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual i...
Editor's note: Seeking Alpha is proud to welcome The Straits Strategist as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » SweetBunFactory/iStock via Getty Images Investment Thesis Rating: SELL After years of shar...
Editor's note: Seeking Alpha is proud to welcome The Straits Strategist as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » SweetBunFactory/iStock via Getty Images Investment Thesis Rating: SELL After years of share price underperformance, Entegris' share price has rallied 50% YTD and is currently trading at 40x its FY 2026 P/E. The Street views Entegris as an AI beneficiary and has assigned the company a hefty multiple similar to other SPE stocks. In my opinion however, Entegris is a SELL based on a few key reasons. First, Entegris is seeing very little benefit from AI applications, only 5% of wafer starts are derived from AI applications. Second, we all know that the electronics industry is facing a slowdown due to the current memory shortage, this will weigh down on overall industry wafer starts which will be negative for the stock. Third, the rising competition that the firm is facing in China will also threaten the group's China-based revenue. And lastly, Entegris is still burdened with debt from its CMC Materials acquisition, which will limit the company's potential to distribute dividends and initiate share buybacks. Introduction If you don't know Entegris, this is a key supplier of advanced materials and process solutions for the semiconductor industry. While companies like NVIDIA Corporation ( NVDA ), Taiwan Semiconductor Manufacturing Corporation Limited ( TSM ) and Intel Corporation ( INTC ) get all the fame, Entegris is the key backbone that makes their product possible, as they provide the necessary chemistry and infrastructure that allows for the fabrication of modern semiconductors. Its business can be divided into two main areas: Materials Solutions 46% of the group's revenue comes from this segment. This segment was born from the company's acquisition of CMC Material...
pablorebo1984/iStock Editorial via Getty Images My last article on the British engineering firm Rolls-Royce (OTCPK: RYCEY ) in January was titled " Rolls-Royce: Still Higher To Go ". A month later, the uptick is already visible, with a 9% rise in the stock since. As a result, it's now at over decadal highs and near all-time highs (see chart below). But that's hardly the extent to which the stock c...
pablorebo1984/iStock Editorial via Getty Images My last article on the British engineering firm Rolls-Royce (OTCPK: RYCEY ) in January was titled " Rolls-Royce: Still Higher To Go ". A month later, the uptick is already visible, with a 9% rise in the stock since. As a result, it's now at over decadal highs and near all-time highs (see chart below). But that's hardly the extent to which the stock can go. In its recently released full-year 2025 results , Rolls-Royce provides encouraging guidance for 2026 as well as upgraded mid-term performance targets. Supporting the stock's potential rise even more are the company's healthy financial outcomes in the past year. These are discussed below. Price Chart (All time): RYCEY (Source: Seeking Alpha) Healthy revenue growth, expanding margins The company's full year underlying revenue growth came in at 14%, which might be a pullback from 17% in 2024, but on it's own it's still solid growth and even slightly higher than the five year CAGR of 13%. Similarly, while operating profits increased by a significant 38%, it was nevertheless a smaller increase than the 57% seen last year. Even then, the company's remark that the operating profit target for the medium-term has been achieved already is worth noting. The guidance set out for 2028 earlier was at GBP 3.6-3.8 billion. The actual underlying level landed at ~GBP 3.5 billion in 2025. Also, the operating profit margin increased to 17%, over 3 percentage point increase from 2024. The underlying net profit grew by 25.6% (2024: 78.1%), while the net margin expanded to 13.8% (2024: 11.5%). Source: Rolls-Royce Data centres give fillip to growth A discussion on segmental growth is called for here, considering some interesting developments that can hold Rolls-Royce in good stead over the years. Specifically, I'm talking about the power systems business, which is already the company's second biggest in terms of revenue generation, bringing in over 24% of the total in 2025. But first, let's...
Key Points BigBear.ai as investors sold out of tech stocks in February. AI disruption concerns and macroeconomic pressures drove sell-offs in the month. BigBear.ai stock published its Q4 results early in March, and the stock is down in the month. These 10 stocks could mint the next wave of millionaires › After a big sell-off in January, BigBear.ai (NYSE: BBAI) stock got hit with another big pullba...
Key Points BigBear.ai as investors sold out of tech stocks in February. AI disruption concerns and macroeconomic pressures drove sell-offs in the month. BigBear.ai stock published its Q4 results early in March, and the stock is down in the month. These 10 stocks could mint the next wave of millionaires › After a big sell-off in January, BigBear.ai (NYSE: BBAI) stock got hit with another big pullback in February's trading. The company's share price sank 21.4% in the month. BigBear.ai's valuation headed lower last month amid a bearish backdrop for tech stocks. The S&P 500 fell 0.9%, and the Nasdaq Composite declined 3.4%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » BigBear.ai's valuation fell as investors moved out of tech bets February was a tough month for tech stocks, with investors betting that artificial-intelligence (AI) technologies would disrupt many software businesses. Macroeconomic uncertainty spurred by the Supreme Court's ruling striking down many of President Donald Trump's tariffs and subsequent moves by the Trump administration to reinstate tariffs also jostled the market, and a hotter-than-expected producer-price-index (PPI) report drove another big sell-off at the end of the month. While BigBear.ai has long traded at a relatively low price-to-sales multiple for a company with exposure to defense tech trends, the company's performance has suggested it is falling behind in the AI race. With that apparent competitive dynamic, the stock suffered a big pullback in February as investors moved out of companies that could get left behind as AI disruption accelerates. BigBear.ai stock has kept sliding in March As of this writing, BigBear.ai is down 1% in March. Sell-offs might have been worse if escalation for the U.S. and Israeli's conflict with Iran didn't provide valuation support fo...
Micron (MU +6.84%) stock is bouncing back Wednesday after a substantial sell-off in Tuesday's trading. The company's share price was up 7.1% as of 12:30 p.m. ET. At the same point in the session, the S&P 500 had risen 0.8%, and the Nasdaq Composite was up 1.3%. Investors moved out of tech stocks in response to fears stemming from the U.S. and Israel's war with Iran, but that trend is reversing tod...
Micron (MU +6.84%) stock is bouncing back Wednesday after a substantial sell-off in Tuesday's trading. The company's share price was up 7.1% as of 12:30 p.m. ET. At the same point in the session, the S&P 500 had risen 0.8%, and the Nasdaq Composite was up 1.3%. Investors moved out of tech stocks in response to fears stemming from the U.S. and Israel's war with Iran, but that trend is reversing today. The market seems to be betting that the conflict could be resolved in the not-too-distant future, and Micron's valuation is getting a boost. Tech stocks rise as investors adopt optimistic stances on the Iran situation Major indexes opened deeply in the red yesterday as concerns that macroeconomic disruptions connected to the war in the Middle East could create sustained pressures for equity valuations. While all major indexes closed the day in the red, losses narrowed as the day progressed -- and the market is seeing a bullish reversal in today's trading. According to reports this morning, Iran's intelligence services have signaled a willingness to negotiate a relatively quick end to the war. Investors are buying back into stocks in response, and Micron's share price is surging. Expand NASDAQ : MU Micron Technology Today's Change ( 6.84 %) $ 25.96 Current Price $ 405.64 Key Data Points Market Cap $427B Day's Range $ 387.69 - $ 407.87 52wk Range $ 61.54 - $ 455.50 Volume 875K Avg Vol 34M Gross Margin 45.53 % Dividend Yield 0.12 % What's next for Micron? Micron has been on a huge winning streak amid surging demand for memory chips used in processors for artificial intelligence (AI) data centers. Despite some fears about the cyclical nature of tech infrastructure buildouts, the spending outlook for AI processors and related hardware over the next couple of years has continued to look very robust. Unfavorable geopolitical and macroeconomic developments can be expected to create volatility for Micron stock, but the company's business is in strong shape.