Madmaxer/iStock via Getty Images As the conflict with Iran enters its second week, rampant uncertainty and fear are evident among some investors. Oil prices have surged, causing investors to dump stocks generally, but in particular, airline and cruise line stocks for fear of even higher oil prices in the days ahead. It's easy to watch various media outlets and see politicians and pundits calling t...
Madmaxer/iStock via Getty Images As the conflict with Iran enters its second week, rampant uncertainty and fear are evident among some investors. Oil prices have surged, causing investors to dump stocks generally, but in particular, airline and cruise line stocks for fear of even higher oil prices in the days ahead. It's easy to watch various media outlets and see politicians and pundits calling this a potentially endless war and throwing out sky-high oil price projections if some of the worst-case scenarios come true. While I do want to consider the potential risks of a worst-case scenario, I also want to focus on the most likely scenario and on buying into fear, since that often pays off in the long run. With this in mind, let's take a look at what the oil market is truly indicating and, based on that, identify potential buying opportunities for investors now: Note: I’m mindful of the heavy human and political weight of current events, but for the purpose of this piece, I’m keeping the focus strictly on the market side of things. The goal here is to provide a clear-eyed look at the economic impacts, independent of the broader headlines. An Update On The Iran War The son of the last supreme leader, Mojtaba Khamenei, was just appointed as the new supreme leader in Iran. It remains to be seen how this recent move by Iran will affect the war. In the past couple of days, U.S. and Israeli forces have continued to attack Iran. Iran's President recently apologized for attacking neighboring countries in what seems to be a de-escalatory statement; however, strikes on these countries have continued. Some countries, such as the UAE, have said they may respond by freezing Iranian assets, which are reportedly worth billions. This could incentivize Iran to end these attacks in the coming days. Recent announcements from President Trump and his administration seem to be unnerving many investors. This includes suggestions that the war could go on for as long as President Trump want...
RichLegg/E+ via Getty Images The fuel-driven sell-off in transportation stocks has left Schneider National ( SNDR ) and Werner Enterprises ( WERN ) trading at levels Citi Research views as constructive for further upside, earning both an upgrade to Neutral from Sell. “Valuations appear more reasonable on 2027 and 2028 earnings potential,” said Citi Research analyst Ariel Rosa, adding that his Neut...
RichLegg/E+ via Getty Images The fuel-driven sell-off in transportation stocks has left Schneider National ( SNDR ) and Werner Enterprises ( WERN ) trading at levels Citi Research views as constructive for further upside, earning both an upgrade to Neutral from Sell. “Valuations appear more reasonable on 2027 and 2028 earnings potential,” said Citi Research analyst Ariel Rosa, adding that his Neutral rating reflects still-weak freight demand along with management’s ability to leverage a more supportive supply/demand environment into stronger earnings. Rosa views Friday’s sell-off in the transport sector in the context of “overheated sentiment” and elevated valuations, which left the group vulnerable to pull-backs, “particularly given the risk of demand destruction in the face of geopolitical uncertainty and labor market weakness.” However, the recent strength in flatbed rates and signs of a manufacturing recovery, as evidenced in the ISM purchasing managers index, suggest possible earnings upside and negotiating leverage for carriers vs. shippers for the first time in over 3 years. For Schneider National ( SNDR ), Rosa believes there is the potential for the stock to re-rate as investors recognize “the diversity of its business platform and the quality of its business.” A Neutral rating reflects the need for the company to demonstrate sustainable growth and margin performance. Werner Enterprises’ ( WERN ) diversification across dedicated and one-way truckload, as well as logistics, provides a resilience through cycles. But Werner’s ( WERN ) exposure to discount retail remains a concern for Citi Research, as discount retailers currently still have elevated inventory-to-sales ratios relative to pre-COVID levels, suggesting a need for additional destocking compared to big-box retailers. Rosa maintains a $27 price target for Schneider National ( SNDR ) and a $34 price target for Werner Enterprises ( WERN ) indicating 5.3% and 10% upside from Friday’s closing levels, res...
Richard Drury/DigitalVision via Getty Images One of my favorite banks over the last couple of years now has been Northeast Community Bancorp ( NECB ). I firmly believe that it is an example of the market being irrational. I have been consistently incredibly bullish about the institution. For instance, back in October of last year, I reaffirmed it as a 'strong buy' candidate. This was based on both...
Richard Drury/DigitalVision via Getty Images One of my favorite banks over the last couple of years now has been Northeast Community Bancorp ( NECB ). I firmly believe that it is an example of the market being irrational. I have been consistently incredibly bullish about the institution. For instance, back in October of last year, I reaffirmed it as a 'strong buy' candidate. This was based on both its low valuation and its strong asset quality. Since that time, the company has certainly delivered. Shares are up 20.5%, which is well above the 4.1% rise that the S&P 500 saw. But that's nothing. Since I originally rated it a 'strong buy' in May of 2024, the stock has skyrocketed 53.6%. By comparison, the market is up only 32.7% in that window of time. You would think that after such a monumental amount of upside, I would finally turn neutral or at least slightly less bearish on the business. But honestly, I'm not ready to do that just yet. Although the company has seen some mixed results when it comes to its balance sheet, and even though we are seeing net interest margin contract slightly, the stock is still incredibly cheap and asset quality is still robust. Given this, I believe that maintaining it as a 'strong buy' candidate is still the right move, even if the easiest chunk of the upside available to shareholders has already been captured. I'm Still Banking on NECB At this time, the newest data that we have regarding Northeast Community Bancorp covers through the final quarter of the company's 2025 fiscal year. During that time, deposits for the institution came in at $1.62 billion. That was unfortunately down from the $1.67 billion that the company had at the end of the previous fiscal year. The good news behind this unfortunate drop, however, is that the drop was really attributable in large part to a decline in brokered deposits. They fell $65.5 million year over year. This is great because these are high-cost deposits that can't always be relied on. Management...
J Studios Mortgage originations in Q4 2025 surged to their largest quarterly tally since Q3 2022 to an estimated 1.44M on the back of a surge in refinance activity. According to the March 2026 ICE Mortgage Monitor Report, servicer retention climbed to an eight-year high. "Refinances accounted for nearly 40% of Q4 lending, and servicers retained one in three refinancing borrowers," said Andy Walden...
J Studios Mortgage originations in Q4 2025 surged to their largest quarterly tally since Q3 2022 to an estimated 1.44M on the back of a surge in refinance activity. According to the March 2026 ICE Mortgage Monitor Report, servicer retention climbed to an eight-year high. "Refinances accounted for nearly 40% of Q4 lending, and servicers retained one in three refinancing borrowers," said Andy Walden, head of mortgage and housing market research at ICE. "February's dip in mortgage rates expanded the refinance-eligible population to 5.4M borrowers, the largest pool we've seen since early 2022, further improving affordability, which is at its best level in nearly four years," said Walden. Affordability continued to improve on its near four-year high, with the monthly payment needed to purchase the average-priced home declining 8% from a year ago to $2,063. ICE said homeowners withdrew $52B in equity during Q4, bringing the 2025 equity withdrawals to $205B. The amount represents the highest annual total since 2022. Homeowners continue to hold nearly $17 trillion in total equity. Average property insurance payments rose 6.6% ($149) in 2025 to an all-time high, but at the slowest pace since 2020. More related to Mortgages U.S. Economy: Housing Is Going Nowhere In 2026 Mortgage rates up modestly from prior week but near four-year low US10Y climbs above 4.1% and hits a three-week high as inflation expectations rise Mortgage applications jump as refinancing activities rise for fourth straight week
Dem Leaders Can't Explain Past Support For Unilateral Presidential War Powers Authored by Jonathan Turley, In Rage and the Republic , I quote former Rep. Jaamal Bowman (D., N.Y.) as capturing the essence of an age of rage when a colleague asked him to stop yelling outside of the House floor. Bowman responded, “I was screaming before you interrupted me.” Bowman’s statement came to mind this week wh...
Dem Leaders Can't Explain Past Support For Unilateral Presidential War Powers Authored by Jonathan Turley, In Rage and the Republic , I quote former Rep. Jaamal Bowman (D., N.Y.) as capturing the essence of an age of rage when a colleague asked him to stop yelling outside of the House floor. Bowman responded, “I was screaming before you interrupted me.” Bowman’s statement came to mind this week when Democratic members were miffed when they were interrupted in tirades over war powers with questions about their prior support for unilateral attacks by Democratic presidents. Leaders like Rep. Nancy Pelosi (D., Cal.) and Sen. Adam Schiff (D., Cal.) struggled to explain their prior support for President Barack Obama in doing precisely that in Libya with embarrassing results. The greatest face plant may have been Schiff’s appearance on “Real Time” with host Bill Maher. After Schiff denounced any attack without prior congressional approval, Maher read “This statement from the administration: ‘The president had the constitutional authority to direct the use of military force because he could reasonably determine that such use of force was in the national interest.’” He then asked Schiff, “That’s too vague for you?” Schiff responded, “Totally vague…” Mayer than dropped the H bomb: “Okay. Because that’s from Obama about Libya.” 🚨Bill Maher TRAPS Sen. Adam Schiff LIVE on air while U.S. strikes on the Middle East. Schiff rips into the “vague” statement, convinced it’s from Trump… BUT FINDS OUT IT'S FROM OBAMA🤣 The double standard is glaring. 😂 pic.twitter.com/qpQoOU4Hqn — The Rubin Report (@RubinReportShow) March 9, 2026 The moment laid bare the towering hypocrisy of democrats who continued to support Obama after he attacked Libya without any suggested imminent threat to the United States and an open strategy of regime change. I represented members of Congress opposing that war over the absence of a declaration of war; most of the senior Democrats today refused to join that liti...
Key Points David Tepper's hedge fund is doubling down on Alphabet. Alphabet has achieved strong performances in recent years and has attractive growth avenues. 10 stocks we like better than Alphabet › Investors looking for ways to capitalize on the rapidly growing artificial intelligence (AI) industry may want to pay attention to the portfolio moves of some of the top names on Wall Street. Take Da...
Key Points David Tepper's hedge fund is doubling down on Alphabet. Alphabet has achieved strong performances in recent years and has attractive growth avenues. 10 stocks we like better than Alphabet › Investors looking for ways to capitalize on the rapidly growing artificial intelligence (AI) industry may want to pay attention to the portfolio moves of some of the top names on Wall Street. Take David Tepper, the founder and president of Appaloosa Management, a hedge fund that has delivered excellent returns for decades. In the fourth quarter, the fund made some noteworthy sales and purchases. For instance, it trimmed its stake in AI leader Nvidia by about 10.5% while at the same time boosting its stake by 28.8% in another leading AI company: Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Here's why it could be a good idea to, at the very least, follow Tepper's lead and invest in the Google parent. 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 » Alphabet has been on fire Over the past five years, Alphabet's shares have climbed by 190%, compared to a 75.7% gain for the S&P 500. That strong outperformance is all the more impressive considering that the tech leader has faced some headwinds. When OpenAI launched ChatGPT, some investors feared that AI chatbots would cut into the overall use of Alphabet's Google search engine. Further, Alphabet was facing antitrust lawsuits that could have resulted in it being compelled to spin off key parts of its business. Yet it has navigated both obstacles. AI turned out to be a strength, not a weakness, for Alphabet. It launched its own AI chatbot and added an AI mode and AI overviews to Google search. These efforts have helped it grow user engagement and strengthen the company's advertising business. Further, while Alphabet was found to have violated antitrust laws, it e...
The tour company added that neither organisers nor event partners were involved in making the decision, and said it recognised "this announcement will be disappointing to many runners who had already registered or were planning to participate".
The tour company added that neither organisers nor event partners were involved in making the decision, and said it recognised "this announcement will be disappointing to many runners who had already registered or were planning to participate".
In this article LYV Follow your favorite stocks CREATE FREE ACCOUNT The logo and trading information for Live Nation Entertainment is displayed on a screen on the floor at the New York Stock Exchange on May 3, 2019. Brendan Mcdermid | Reuters Live Nation Entertainment has reached a proposed settlement with the U.S. Justice Department, according to a court hearing on Monday. In the same hearing, it...
In this article LYV Follow your favorite stocks CREATE FREE ACCOUNT The logo and trading information for Live Nation Entertainment is displayed on a screen on the floor at the New York Stock Exchange on May 3, 2019. Brendan Mcdermid | Reuters Live Nation Entertainment has reached a proposed settlement with the U.S. Justice Department, according to a court hearing on Monday. In the same hearing, it was disclosed that Live Nation is also in talks with state attorneys general to secure a broader, global resolution of related state‑level antitrust claims. Shares of the California-based company are up 4.5% in premarket trading. Live Nation, Ticketmaster and the DOJ did not immediately respond to Reuters' requests for comment. The agreement requires the concert giant to pay roughly $200 million in damages to participating states and submit to sweeping structural reforms targeting its long-criticized control of ticketing, venues and artist promotion, the Politico had earlier reported. Fans and politicians had intensified calls to examine Live Nation's 2010 acquisition of Ticketmaster, after the company subjected Taylor Swift fans to hours-long online queues while charging high prices for tickets to her 2022 Eras tour. The U.S. Justice Department and more than two dozen states sued to break up Live Nation in May 2024, calling for a sale of Ticketmaster and alleging the companies illegally inflated concert ticket prices and harmed artists. The trial in the case began last week after a judge in February rejected Live Nation's bid to dismiss the lawsuit. Under the settlement, Ticketmaster will be required to open parts of its technology platform to competing ticketing companies, allowing third-party sellers such as SeatGeek and Eventbrite to list tickets directly through its system, the report said. The agreement caps Live Nation's long-term exclusivity contracts, historically used to lock venues into its system, at four years, and venues will be permitted to allocate a portio...
Erik Isakson Broadcom ( AVGO ), Nvidia ( NVDA ), Texas Instruments ( TXN ), and Monolithic Power Systems (MWPR) stand out as Citi's "top picks" among semiconductor names following earnings reports. "Demand from the Data Center end market (34% of semi sales) remains solid due to AI, and we view AVGO & NVDA as core AI holdings," Citi analysts said in a Monday investor note. "The industrial end marke...
Erik Isakson Broadcom ( AVGO ), Nvidia ( NVDA ), Texas Instruments ( TXN ), and Monolithic Power Systems (MWPR) stand out as Citi's "top picks" among semiconductor names following earnings reports. "Demand from the Data Center end market (34% of semi sales) remains solid due to AI, and we view AVGO & NVDA as core AI holdings," Citi analysts said in a Monday investor note. "The industrial end market (10% of sales) is slightly above seasonal, while the Auto end market (11% of sales) is roughly seasonal. We believe the analog semis group is in Phase 2 of our cyclical framework, where stocks with self-help ( TXN ) and product cycles ( MPWR ) generally outperform the group." Citi has a Buy rating on all four of these names, assigning Broadcom a $475 price target, Nvidia at $270, Texas Instruments at $235, and Monolithic Power at $1,350. However, semiconductor stocks tied strongly to PC, handset, and consumer end markets, such as Qualcomm ( QCOM ) and Intel ( INTC ), are seeing lower consensus estimates after earnings. "The PC, handset, and consumer end markets (42% of sales) are softening on lower units from rising memory costs," Citi noted. "On average, C27 consensus EPS estimates increased roughly 13% for AI-exposed names, increased 4% for the Analog/lagging-node names, and declined roughly 8% for the PC/handset-exposed names." Citi retained its Neutral rating on Qualcomm and Intel with price targets of $140 and $48, respectively. Broadcom's 2027 consensus EPS estimate has increased to $18.72 from $14.99, according to Citi data. Nvidia's increased to $10.70 from $9.98, Monolithic Power to $25.76 from $24.54, and Texas Instruments remained virtually flat at $8.20 from $8.22. In comparison, Qualcomm's dropped to $8.86 from $10.61, and Intel declined to $0.95 from $1.06. More on Broadcom and Nvidia Nvidia's 'Unholy Trinity' Paralyzing Upside Nvidia: The Market Is Wrong AI Agents Ignite Nvidia's Next Growth Wave Nvidia-backed AI firm Nscale scores $2B funding boost Billion...
Bob Hilliard, Corpus Christi attorney, represents victim, claiming Tesla failed to keep its workplace safe after a 2025 assault. TRAVIS COUNTY, Texas — Bob Hilliard, founder of Hilliard Law Center in Corpus Christi, announced last Thursday that his firm has filed a lawsuit against Tesla, Inc., on behalf of Lillian Brady, an employee at Gigafactory Texas. The suit stems from an alleged December 202...
Bob Hilliard, Corpus Christi attorney, represents victim, claiming Tesla failed to keep its workplace safe after a 2025 assault. TRAVIS COUNTY, Texas — Bob Hilliard, founder of Hilliard Law Center in Corpus Christi, announced last Thursday that his firm has filed a lawsuit against Tesla, Inc., on behalf of Lillian Brady, an employee at Gigafactory Texas. The suit stems from an alleged December 2025 assault by Ndiaga Diagne, the Tesla employee now accused of killing three people and injuring 17 others in a mass shooting in downtown Austin on March 2, 2026. Filed in Travis County state district court, the lawsuit claims Tesla failed to provide a safe workplace, neglected to check employee backgrounds, and did not adequately monitor company areas or sanctioned activities. According to the suit, these failures created an unreasonably dangerous environment for Brady. Brady alleges Diagne attacked her during a company-sanctioned prayer break, and that Tesla did not disclose his identity to her afterward. She only learned who her assailant was after media reports following the Austin shooting. Hilliard said additional evidence suggests Diagne may have shown violent tendencies before the December incident. “If Tesla had acted on warning signs, Ms. Brady’s assault — and potentially the tragic events that followed — may have been prevented,” Hilliard said. “Every worker deserves a safe workplace. Companies the size of Tesla must be held accountable when they ignore warning signs.” The case is ongoing in Travis County. Hilliard Law is representing Brady and her family as they seek justice and answers from Tesla. More from 3NEWS on KIIITV.com: Subscribe to our YouTube channel for your daily news and exclusive extended interviews. Do you have a news tip? Tell 3!
Orhan Turan/iStock via Getty Images Shares of certain biotech firms were rising ahead of market open on Monday on news of the departure of the FDA’s vaccine chief, Dr. Vinay Prasad. Shares of UniQure ( QURE ), Capricor Therapeutics ( CAPR ), Regenxbio ( RGNX ), Replimune ( REPL ) and Solid Biosciences ( SLDB ) were up around 35%, 11%, 14.5%, 9.8% and 6%, respectively. Prasad, the head of the FDA’s...
Orhan Turan/iStock via Getty Images Shares of certain biotech firms were rising ahead of market open on Monday on news of the departure of the FDA’s vaccine chief, Dr. Vinay Prasad. Shares of UniQure ( QURE ), Capricor Therapeutics ( CAPR ), Regenxbio ( RGNX ), Replimune ( REPL ) and Solid Biosciences ( SLDB ) were up around 35%, 11%, 14.5%, 9.8% and 6%, respectively. Prasad, the head of the FDA’s division of vaccines and gene therapies, will leave the agency next month, FDA Commissioner Marty Makary shared on Friday. Analysts saw his departure as a positive. Paul Matteis from Stifel said it was a “big win for biotech” and companies in rare disease research, with UniQure possibly set to see some progress in its AMT-130 Huntington’s disease gene therapy candidate after “making little progress at their most recent FDA meeting.” Truist’s Danielle Brill also sees Prasad’s exit as a positive among industry stakeholders looking for more predictability in the regulatory process, but the “overall outlook remains far from clear.” Brian Abrahams from RBC Capital Markets sees the departure as “mixed for the broader biotech space, though it is likely to be perceived positively,” but that “on the flip side, though, this news perpetuates the regulatory leadership volatility that has kept companies uncertain about their developmental direction and many investors on the sidelines.” Makary plans to announce a successor to Prasad before he leaves the role. More on uniQure, Regenxbio, etc. Assessing Where Regenxbio Stands After FY25 Results REGENXBIO Inc. (RGNX) Q4 2025 Earnings Call Transcript uniQure: Worst Case Scenario Becomes Reality uniQure surges following departure of key FDA official Solid Biosciences announces $240 million private placement
Igor Skripachev/iStock via Getty Images The Middle East war continues to dominate the investment environment. The dollar ( DXY ) is firm. Equities are lower. Yields are higher. The disruption of trade through the Strait of Hormuz is forcing oil producers to shut down output due to limited storage capacity. Sulfur and urea supplies are also being disrupted, as is natural gas, and this is having a k...
Igor Skripachev/iStock via Getty Images The Middle East war continues to dominate the investment environment. The dollar ( DXY ) is firm. Equities are lower. Yields are higher. The disruption of trade through the Strait of Hormuz is forcing oil producers to shut down output due to limited storage capacity. Sulfur and urea supplies are also being disrupted, as is natural gas, and this is having a knock-on effect on agriculture prices. Reports suggest the G7 may seek to coordinate a release of strategic reserves, but that is seen as only a temporary reprieve and no substitute for re-opening the Strait of Hormuz. The risk-off mood prevails. Stagflation is the main economic scenario being discussed. Heightened volatility across the capital markets also serves to reduce liquidity. Prices G10 • The euro recovered from a three-day low recorded after the weak US jobs report to set a new session high near $1.1620 ahead of the weekend. Still, it did not really prove itself in any technical sense and was unable rise above the previous session’s high (~$1.1650). It was sold to slightly below $1.1510 early today, its lowest level since last November. Since the low was recorded, the euro recovered to almost $1.1575. There are 2.1 bln euros of options at $1.16 that expire today. • The dollar tested but did not record a new session low against the yen after the US jobs report before the weekend (~JPY157.40). It quickly recovered to test but not make a new session high (~JPY158.10). Follow-through buying today lifted the greenback to almost JPY159, its best level since the Fed/US Treasury reportedly checked on prices on January 23. The high for the year was recorded on January 14 near JPY159.45. • Sterling’s price action was more impressive. Session lows were recorded before the US employment data, and it choppily rose to a three-day high, near $1.3410, before making a marginal new high in the NY afternoon. It was sold to a four-day low near $1.3285 today before recovering to around...