A defense ETF was down about 8% since the Iran war began. Investors are waiting to see what President Donald Trump does in Iran on Tuesday.
Source: https://www.barrons.com/articles/defense-stocks-prices-iran-…
D-Wave Quantum announced the acquisition of Quantum Circuits for $550 million, continuing a takeover spree among quantum computing stocks.
Thiel Macro (a hedge fund run by Peter Thiel) sold its positions in Tesla, Microsoft, and Apple in Q4 2025. Peter Thiel made a similar decision in Q4 2019 with mixed results; he avoided losses but missed out on gains.
Despite strong results and the accelerating 2026 AI data-center buildout—of which Nvidia remains the primary beneficiary—the stock has been stuck in the mud for months.
