Also, political reporting that the president's that presidents Trump and China's shei will meet in the first week of April in what could be the first of four meetings for the two this year. So, let's bring in Dardrick McNeel, senior policy analyst at Long View Global and a CNBC contributor and Mark Chandler, chief market strategist at Banickburn Capital Markets. Gentlemen, great to have you here.Um, Dardrick, I'm going to start with you because obviously a lot of headlines in the last 24 hours regarding USC ...

Market Overview - The global cyber insurance market is projected to reach up to $50 billion by 2030, increasing from an estimated $16 billion to $20 billion in 2025 [3] - The market experienced significant growth from 2020 to 2022, with a peak year-over-year growth of nearly 61% in 2021 [3] Recent Trends - Following a period of rapid premium increases due to a complex cyber threat landscape, growth slowed to 1.62% in 2023 and contracted by 7.11% in 2024 [4] - The market remains mostly buyer-friendly, but risks from ransomware and supply chain issues persist, with artificial intelligence expected to exacerbate threats [4] Future Outlook - Insurers are anticipated to refine policy language and address AI-related exposures while focusing on risk management strategies to mitigate impacts from deepfake technology and social engineering [5] - Cyber insurance prices are expected to remain flat through at least the first half of 2026, following a stabilization after three years of market softening [7] - The healthcare sector is experiencing slightly higher cyber insurance prices due to a less competitive claims environment [7]

Core Insights - LightPath Technologies reported a significant increase in revenue for the first fiscal quarter of 2026, with a 79% rise to $15.1 million compared to $8.4 million in the same quarter of the previous year [2][8] - The company is experiencing strong order momentum, with a backlog exceeding $90 million, indicating a robust demand for its products [4][5] - Despite the revenue growth, the company reported a net loss of $2.9 million, which is a 78% increase in losses compared to the previous year [11] Financial Performance - Revenue for the first quarter of fiscal 2026 was $15.1 million, up from $8.4 million in the same quarter of fiscal 2025, representing a 79% increase [2][8] - Gross profit increased by 58% to $4.5 million, accounting for 30% of total revenues, compared to 34% in the prior year [9] - Operating expenses rose by 66% to $7.0 million, primarily due to the integration of G5 and increased sales and marketing efforts [10] - Adjusted EBITDA for the quarter was $0.4 million, a significant improvement from an adjusted EBITDA loss of $0.2 million in the same period last year [11] Product and Market Developments - The company is shifting focus from Germanium optics to its proprietary BlackDiamond™ glass, targeting critical defense markets and integrated IR camera systems [4] - Recent orders include a $4.8 million purchase order for advanced infrared camera systems and an $18.2 million order from a leading global technology customer [5][12] - The company appointed Mark Caylor, a veteran in the defense industry, to its Board of Directors to enhance its strategic direction [6] Strategic Outlook - LightPath aims to continue executing its growth strategy by scaling deliveries against its backlog and converting its sales pipeline into orders [7] - The company anticipates further program awards and follow-on orders that will support sustainable revenue growth through fiscal 2026 and beyond [7]

Core Viewpoint - Aston Martin's shares experienced a significant decline after the company revised its outlook downward for the second time this year, reflecting ongoing challenges in the luxury vehicle market [1][4]. Group 1: Stock Performance - Aston Martin's stock fell sharply, dropping as much as 11% at one point, and was trading at £76.05, down over 6% for the day [1]. - Year-to-date, the stock has decreased approximately 30% [1]. Group 2: Volume and Deliveries - The company no longer expects to meet its full-year volume guidance, projecting a mid-to-high single-digit decline in total 2025 wholesale volumes compared to last year's 6,030 units [2]. - Third-quarter deliveries fell 13% year-over-year to 1,430 vehicles, missing prior expectations of flat performance [2]. Group 3: Financial Outlook - Aston Martin has abandoned plans for positive free cash flow in the second half of the year and is reviewing future costs and capital expenditure [3]. - The company now anticipates adjusted EBIT to fall below the low end of market forecasts, with analysts estimating losses of around £110 million ($148 million) [3]. Group 4: Market Challenges - The downgrade in outlook is attributed to a challenging macroeconomic environment, uncertainties related to new U.S. tariffs, changes in China's ultra-luxury car tax, and ongoing supply chain risks [4]. - Despite expectations for a stronger fourth quarter supported by new model launches and initial deliveries of the Valhalla supercar, investors reacted negatively to the company's near-term outlook [4].