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 ...

Geopolitical Landscape & Military Action - Key Iranian nuclear enrichment facilities were reportedly obliterated in a successful military operation [1] - The United States deployed B2 bombers with massive ordinance penetrators to strike the Fordo nuclear facility [2][3] - Tomahawk cruise missiles were launched from a US submarine targeting Iranian nuclear facilities in Natanz and Isfahan [4] - The operation is viewed as a potentially decisive blow to Iran's nuclear program [4] Potential Escalation & Diplomatic Options - The central question is whether Iran will retaliate against US assets or pursue a diplomatic solution [2] - Iran expresses defiance, stating that previous diplomatic efforts have been met with military action [6] - The US President aims for this to be a one-off operation and does not seek escalation or regime change [6][7] - Potential Iranian retaliation targets include US troops, key infrastructure, and oil refineries [7] - The situation is at a critical juncture, with the potential for either escalation or de-escalation [8] Regional Impact & Strategic Considerations - Israeli Prime Minister is reportedly pleased with the US involvement [5] - It would have been difficult for Israel to destroy Fordo without US assistance [6] - The situation is described as a game of brinkmanship between Israel and Iran [8]