Good morning.
Yesterday morning, the US military attacked Iran, killing Supreme Leader Ayatollah Ali Khamenei and other government officials. Iran struck back immediately with drone swarms and missiles on 27 military bases.
The Strait of Hormuz is now effectively closed. Oil and gold prices have skyrocketed, and markets are decidedly risk-off. Some stocks are positioned to profit directly from the conflict… but today, we’re highlighting a stock with a narrative outside of the war spotlight.
More below.
This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results.
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📰 War Arrives: Markets Go Risk-Off in Iran-US Conflict
Yesterday morning, the US conducted Operation Epic Fury in Iran, killing Iranian Supreme Leader Ayatollah Ali Khamenei and other government officials. Iran immediately struck back, bombing 27 US military bases with drone swarms and missile strikes while also shutting down the Strait of Hormuz, a possible outcome we covered two weeks ago.
The US-Iran conflict has majorly impacted the economy in three ways:
Markets went risk-off. S&P 500 futures sank 1.1%. Airlines (Lufthansa, IAG) and travel stocks (Carnival, TUI) got hit hardest because of the dual threat of rising oil costs (below) and restricted air space.
Gold rose over 3% to around $5,400/oz again as investors once more piled into the safe haven asset.
Brent crude oil ratcheted up 13% to $82/barrel. The closure of the Strait of Hormuz has halted 15% of the global oil supply; if the Strait stays shut, $100/barrel is on the table for crude.
Where is the biggest opportunity here? Oil and defense stocks are already up significantly (pre-market: CVX +3.86%, RTX +5.85%) and could continue along those lines.
If you’d like to see, here are the top 5 stocks that could directly benefit from war between the US and Iran…
But today, we’re looking elsewhere at a different narrative entirely 👇
📈 Stock of the Day: Cameco (CCJ)
Yes, a uranium company. Why? Because it has an incredible energy narrative right now and it just got a major catalyst this morning that got overshadowed by the US-Iran news.
Huge India contract: Just today, Cameco signed a deal to provide India with 22 million pounds of uranium by 2035. The contract is valued at about $2.6 billion.
Infra buildout deal: This comes after Cameco signed an $80 billion deal last October with Westinghouse to build a massive amount of nuclear reactors for the US.
Nuclear + AI: Data centers need a ton of power, and they look like they could strain the US’s power grid. Nuclear energy could be a major answer to that problem, possibly positioning Cameco to majorly benefit from the AI buildout.
The outlook: CCJ has a massive 83/100 rating from our partners at AltIndex right now. See the CCJ data here, including Cameco’s 95% increase in revenue, increased hiring, and surging web traffic.
To be clear, nuclear energy doesn’t directly replace oil, but we’re more interested in narratives like CCJ that are out of the current geopolitical spotlight. Always do your own research, and this isn’t financial advice!
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📰 Market Headlines
The software shuffle: Software got crushed in February. The iShares software ETF (IGV) plunged roughly 10% for the month, with Unity and Atlassian both off over 35%. Microsoft shed nearly 9%, wiping out over $270 billion in market cap. Memory stocks, meanwhile, are up 60% year to date.
Elon’s next IPO: SpaceX is eyeing a confidential IPO filing as early as March, according to Bloomberg. The company, now valued at $1.25 trillion after absorbing xAI, could seek a $1.75 trillion valuation and raise to $50 billion... making this the largest IPO ever.
Private credit unraveling? Major fears about private credit hammered financials again. Apollo tanked nearly 9% after BDCs sponsored by both BlackRock and Apollo cut their dividends. The ripple effects from AI fears into private credit are becoming one of the defining market stories of 2026.
New economic data: January's PPI came in hot, with wholesale inflation rising 0.5% month-over-month versus the 0.3% expected. Core PPI printed at 0.8%, also above forecasts.
Paramount outbid Netflix: Millenials’ favorite streaming platform dropped its Warner Bros. Discovery bid, leaving Paramount Skydance to clinch the acquisition at $31 per share. Netflix's co-CEOs said the deal was "always a 'nice to have' at the right price, not a 'must have' at any price."
🤖 AI/Future/Tech News
Claude’s hot then it’s cold: Anthropic's Claude hit No. 1 on Apple's App Store after OpenAI's Pentagon deal triggered defections, Katy Perry posted she was "done."
A Pentagon pummeling: President Trump banned Anthropic's Claude from federal agencies after CEO Dario Amodei refused Pentagon terms allowing mass surveillance and lethal autonomous weapons.
ChatGPT, “model” citizen: OpenAI defended its Pentagon contract, claiming it bars mass surveillance and autonomous weapons. Sam Altman admitted the optics "don't look good."
Insider trading on war: Polymarket users traded $529 million on Iran-bombing bets; six new accounts profited $1 million on perfect timing, raising insider-trading flags.
🚨 Trending on Reddit
Microsoft (MSFT) conversation highlighted its financial relationship with OpenAI, including equity exposure and revenue participation. Sentiment was mixed around the recent stock dip, with some expressing frustration and others calling it a buying opportunity.
Rocket Lab (RKLB) sentiment skewed positive after reporting record Q4 revenue of $180M and 38% YoY growth, alongside a growing backlog. Reddit users highlighted launch momentum and a major SDA contract, while noting attention now shifts to Neutron’s expected debut following earlier test setbacks.
🤫 Insider Trading
🎙 Make Your Voice Heard
When will the US-Iran conflict end?
🎤️ What you said last time
🧠 The Missing (Market) Links
A rare, shadowless first-edition Charizard Pokémon card just sold for £30,000 at auction on February 28, 2026.
An american couple bought a $13,150 Italian house, spent $18K on renovations, and now lives on $1,246/month… no mortgage, no regrets.
European tourism to the US collapsed over 90% in January, UK, Germany, France, Spain, Italy, and Switzerland all pulled back hard.
Nearly 410,000 Silicon Valley jobs face AI exposure, and high earners are getting hit hardest.
Only 27% of Americans support US strikes on Iran, 43% disapprove, according to a new poll.
📜 Quote of the Day
The difference between succeeding and failing is consistency
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Brandon & Blake of Invested Inc
The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. Past performance doesn’t guarantee future results.
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