Military Operations - The United States military and Israeli Defense Forces have successfully conducted Operation Epic Fury, achieving significant military objectives against Iran, including the destruction of approximately 51 naval vessels and a 90% decline in Iranian missile launchers [1][9][31] - Over 5,000 targets have been struck, with a focus on Iran's drone and missile manufacturing capabilities, leading to an 83% drop in drone launchers [1][4][31] - The military operations have resulted in the elimination of key Iranian leadership and a substantial reduction in their military capabilities, including air force and anti-aircraft systems [29][31][56] Energy and Oil Supply - The U.S. aims to keep energy and oil flowing globally, asserting that it will not allow Iran to disrupt the world's oil supply [9][10] - The military actions are expected to lead to lower oil prices for American families, with the U.S. offering political risk insurance to tankers operating in the Gulf [12][13] - The U.S. has established a partnership with Venezuela for oil supply, which is seen as beneficial for both nations [14][50] International Relations - The U.S. is engaging with global partners, including China, to ensure stability in oil supply routes, particularly the Strait of Hormuz [14][60] - The military operations against Iran are framed as a necessary action to prevent the regime from obtaining nuclear weapons and to protect U.S. allies in the Middle East [56][63] - The U.S. is considering waiving certain oil-related sanctions to stabilize prices during the military operations [15][34]

For 3,000 years, they've been talking about Middle East. They said it couldn't be done. And uh you look at what's happened on Gaza.And one of the keys to it was when we took those beautiful, magnificent, we just ordered 22 more of them. Uh updated model. The B2 bombers are incredible. I never understood the B2 bomber.I'd watch. It's a wing. And I've never quite understood that, Johnny.I'd look at it. I say it was beautiful, but what does it do. It carries very big bombs and uh it went into Iran and it total ...

Morgan Brennan has uh the defense names on the move this morning after earnings. Dom Chu has some other key names to watch. Morgan, we'll start with you.All right, good morning, Andrew. Well, it's a mixed picture for defense today as those earnings get underway. North of Grman higher on a beat and a raise.The B2 bomber maker getting a boost from its Sentinel ballistic missile and B21 bomber programs. RTX though, that was lower down about 2% here in pre-market after trimming fullear profit guidance. higher c ...