Global markets are reeling following news of US airstrikes on Iran over the weekend. The SPX dropped 1% on Tuesday as geopolitical tensions spiked.
While the headlines are scary, history suggests these geopolitical shocks may create potential opportunities. A look at conflict data over the last 30 years reveals a pattern:
– 9/11 Attacks (2001): Market plunged 4.92% on day one → Rebounded 3.69% a month later.
– Israel Strikes Iran (2025): D...

Key Takeaways:
• Trump Administration Considers New National Security Tariffs on Multiple Industries
• GPU Rental Prices Surge as A100 and H100 Demand Accelerates in February
• Warner Bros Discovery Reviews Paramount Skydance Bid Above $31 Per Share
• Key Earnings: HD, HPQ, etc.
🔔Before the Bell
Stock futures edged up on Tuesday, following a weak beginning to the final week of February tradi...

Rental rates are repricing higher, fast
This chart shows a clear February squeeze in cloud GPU rentals. As of Feb 24, the Silicon Data A100 Rental Index prints 1.40, while the H100 Rental Index prints 2.43. That puts H100 at about a 74% premium versus A100 (2.43 vs 1.40), and A100 still clears roughly 58% of H100's level, which is a surprisingly "non-obsolete" price for an older generation.
The simplest read is brut...