Rare earth stocks MP Materials and USA Rare Earth are flying as the Iran war adds to the urgency of building up the U.S. defense arsenal that depends on rare earth magnets.
“I think the recent Iran situation puts the Fed even more on hold, more reluctant to cut rates than they were before this happened,” Yellen said, according to a Bloomberg report.
Shares of enterprise AI software company C3.ai (NYSE:AI) jumped 7.8% in the afternoon session after the company's position as a specialized defense contractor gained attention amid escalating geopolitical tensions in the Middle East.
Shares of ultra low-cost airline Frontier Group Holdings (NASDAQ:ULCC) fell 9.3% in the afternoon session after Barclays downgraded the stock to "Underweight" from "Overweight" and lowered its price target.
Shares of security technology and services company ADT (NYSE:ADT)
fell 10.3% in the afternoon session after it reported mixed fourth-quarter 2025 results that included a revenue miss and a lackluster outlook.
Shares of solar power systems company SolarEdge (NASDAQ:SEDG)
jumped 14.6% in the afternoon session after geopolitical tensions in the Middle East spurred a rally across the defense sector. Investors are rotating into defense contractors as geopolitical tensions intensify following U.S. and Israeli strikes on Iran.
Shares of travel technology company Sabre (NASDAQ:SABR)
jumped 33.8% in the afternoon session after the company's Board of Directors announced the adoption of a limited-duration shareholder rights plan.
Shares of healthcare services company Astrana Health
jumped 25.3% in the afternoon session after the company reported its fourth-quarter 2025 results, featuring strong revenue growth and a significant improvement in profitability.
Shares of supply chain software provider Manhattan Associates (NASDAQ:MANH) jumped 3.7% in the afternoon session after the company presented its strategic vision at the 47th Annual Raymond James Institutional Investor Conference, highlighting strong performance and a focus on growth areas.
Shares of heating and cooling solutions company AAON (NASDAQ:AAON)
jumped 4.8% in the afternoon session after it reported fourth-quarter results where a major revenue beat and a surging order backlog appeared to outweigh an earnings miss.
Shares of edge cloud platform Fastly (NYSE:FSLY) jumped 7.4% in the afternoon session after RBC Capital raised its price target on the stock to $20 from $12 as investor meetings with management provided reassurance about the company's improving execution.
Shares of payment processing company Shift4 Payments (NYSE:FOUR) jumped 7.3% in the afternoon session after insider and ten percent owner Jared Isaacman reported significant open-market purchases of the company's Class A Common Stock, signaling strong internal confidence. Isaacman bought a total of 296,237 shares over two days, acquiring 136,993 shares at an average price of $48.3809 and another 159,244 shares at an average of $44.1487.
Shares of digital banking platform Dave (NASDAQ:DAVE) jumped 2.6% in the afternoon session after positive analyst sentiment grew ahead of its earnings report, highlighted by Barrington Research reaffirming its "outperform" rating on the stock.
Shares of network testing solutions company Viavi Solutions (NASDAQ:VIAV) jumped 17.5% in the afternoon session after Needham raised its price target on the stock, reflecting management's positive outlook and a key technology demonstration.
