Finbold·2026-03-05 15:21Group 1: Market Overview - The February 28 joint American-Israeli attack on Iran has led to significant volatility in global financial markets, but not all assets have suffered losses, with sectors like big oil, defense, and Bitcoin experiencing strong rallies since the conflict began [1]. Group 2: Palantir (NASDAQ: PLTR) - Palantir has seen a resurgence in stock performance, rallying 14.25% in the last week of trading, despite being down 12.54% year-to-date, with its current price at $155.33 [3][4]. - The company's close integration with the U.S. Government and Armed Forces is a key factor driving its stock upswing, particularly as its AI-powered systems have been critical in military operations [4]. - Public perception remains a potential roadblock for Palantir, as it has garnered a reputation as a surveillance giant, which could be exacerbated by the current military context [6][7]. Group 3: Chevron (NYSE: CVX) - Chevron has benefited from the ongoing conflict, with its stock up 23.50% year-to-date and a modest increase of 1.95% in the last week, currently priced at $188.14 [8]. - The company has gained access to oil in Venezuela and has significant onshore production in the U.S., positioning it well for long-term benefits from elevated oil prices due to the conflict [9]. - Chevron's diversified operations and strategic positioning could allow it to thrive even in a stalemate situation [10]. Group 4: RTX Corporation (NYSE: RTX) - RTX Corporation is positioned as a lucrative investment opportunity due to its critical role in military operations, including missiles, munitions, and avionics [12][14]. - The stock has increased by 3.62% in the last week, with a current price of $205.62, and is expected to benefit from increased military spending proposed by the Trump Administration [15][16]. - The ongoing conflict may lead to a sustained demand for military equipment, enhancing RTX's market relevance [17].