I've got to tell you, I'm delighted. When you get a guy like Brian Nickel who runs Starbucks, he is going to be a gentleman. And he gets rewarded for being a gentleman.That's a good uh that's a good way to open this uh this market day. Let's get the opening bell in the CNBC realtime exchange. At the big board, it's home security company Arlo Technologies at the NASDAQ.Aidity Biosciences focused on RNA therapeutics. Do you want to talk some Verona Merc. Uh yeah.Now, I think this is really important because a ...

Market Trends & Geopolitical Impact - The market initially reacted negatively to the US attack on Iranian nuclear facilities, with oil prices surging, but then reversed as Iran's response appeared limited, leading to a drop in oil prices and a bullish market sentiment [1][3][10][27] - Iran's potential closure of the Straits of Hormuz is unlikely due to their own reliance on it for 170万 barrels per day of exports [1][4] - US ethane exports to China are being used as a bargaining chip in the rare earth minerals debate, causing uncertainty for US energy exporters [3][4][5] Investment Opportunities & Company Performance - Darden Restaurants presents a compelling investment opportunity due to strong performance, especially at Olive Garden and Longhorn Steakhouse, a $1 billion buyback program, and a 71% dividend increase [11][12][13][14] - Darden's blended same store sales were up 46%, exceeding Wall Street's expectation of 35% [13] - Longhorn Steakhouse surpassed $3 billion in annual revenue for the first time in fiscal year 2025 [18] - Arlo Technologies' subscription business is experiencing insane growth, with subscriber count breaking through 5 million users and aiming for 10 million by 2030 [40][41] - Arlo Technologies' gross margin expanded by 600 basis points year-over-year, reaching 83% [43] Individual Stock Analysis & Recommendations - Circle Internet Group: Sell 50% of your position tomorrow morning and let the rest run [3][33] - Palantir: Jim Kramer said at 50, it's going to 100, at 100, it's going to 200 [3] - Haiko: Take some off tomorrow just because you're going to be a good soldier, but I like the stock [3] - Arlo Technologies: Put on a small position here, but you got to wait for a buyback before you buy more [52]

Stock Recommendations & Analysis - By Marin's orphan drug model is losing its effectiveness [1] - Union Pacific stock is a buy due to onshoring and tariffs [4][5] - GitLab (GTL) is not favored in the current enterprise software environment due to high expenses, Oracle is preferred because of data center [5][6] - AR Pharmaceuticals is a potentially good investment due to its epinephrine nasal spray and recent contract, but it's considered a flyer dependent on technology acquisition [8][9] - Newscale is currently at a high price, and a stock offering would be a better buying opportunity [10][11] Company Specific Information - Arlo Technologies (home security cameras) is approaching its all-time high, but it requires further analysis [2] - AR Pharmaceuticals received FDA and EU approval for an epinephrine nasal spray and has a $145 million upfront payment contract [7][8] - Newscale is being discussed, but its current price is considered high [10] General Market Sentiment - The orphan drug model may not be as effective as it once was [1] - Onshoring and tariffs are expected to positively impact the transport industry, particularly Union Pacific [4] - Collaborative enterprise software stocks are currently not favored due to high expenses, data center companies are preferred [6]