Group 1: Market Overview - The ongoing conflict between the U.S., Israel, and Iran is significantly impacting oil and gas prices, with oil prices increasing nearly 20% and European natural gas prices rising almost 60% since February 28, 2026 [3][4] - The dollar has appreciated against almost every major currency after losing nearly 10% in value throughout 2025, while gold has temporarily lost its status as a safe-haven asset [4] - The Federal Reserve's rate-cut plans are now in doubt due to the recent turmoil in the Middle East, which is expected to influence upcoming U.S. inflation data releases [8][10] Group 2: Company Highlights - **Garmin (GRMN)**: The stock is priced at $240 with a market cap of $48.3 billion. Garmin reported revenues of $6.3 billion in 2024, with its operations divided into five segments: Outdoor (31.2%), Fitness (28.2%), Marine (17%), Auto (9.7%), and Aviation (13.9%) [18][20][33] - **Ubiquiti (UI)**: The stock is priced at $774 with a market cap of $48.3 billion. Ubiquiti offers a range of networking products and solutions, with 89.5% of its revenue coming from Enterprise Technology and 10.5% from Service Provider Technology [23][26] - **Teradyne (TER)**: The stock is priced at $305 with a market cap of $47.8 billion. Teradyne reported revenues of $3.19 billion in 2025 and operates in four segments: Semiconductor Test, System Test, Robotics, and Wireless Test [28][33]