Iran strikes will likely boost defense stocks — but here’s what will keep the cash flowing long after the conflict ends

A pair of chipmakers were among the top performers in the S&P 500 and Nasdaq Tuesday after the stocks won fresh bullish calls on Wall Street.

The market is reacting to headlines, not fundamentals. Deep discounts are creating unusually asymmetric setups in quality dividend growth stocks. Patient income investors may be getting a rare gift to lock in big yields with strong dividend growth profiles.

Nebius expects its annualized run rate revenue to be between $7 billion and $9 billion this year. Planned heavy spending by hyperscalers bodes will for Nvidia’s continued success.