00:07all right uh futures in the red slightly here today and that was after being up slightly in
00:15the morning so we're uh jostling around here a little bit it is worth noting that we are
00:20up off of the morning lows s&p futures down 0.1 percent or one tenth dow futures down 0
00:27.18 percent
00:28and the nasdaq futures down 0.12 percent so all pretty much around unchanged and up off the lows
00:34but when i first sat down we were in the green and looks like we are oscillating a little bit
00:39here
00:39prior to the open uh let's take a look at some cues from last session shall we only communication
00:45services and information technology sectors rose slightly on tuesday whereas other s&p 500 sectors
00:52declined amid a mixed close investors are eyeing the february cpi data with consensus expecting both
01:02headline and core to be roughly 2.5 percent year over year we'll bring that to you as soon as
01:07that
01:08print comes out iran struck u.s bases across five middle eastern nations while a projectile hit uh
01:15ignited a cargo ship in the strait of hormuz forcing its evacuation on tuesday president trump warned iran
01:22not to place naval mines at hormuz threatening severe military retaliation of such activity
01:28were confirmed as i understand it we've had mine sweepers in that area for the last 35 years
01:33meanwhile the international energy agency or the iea has proposed the largest ever emergency release of
01:41its oil reserves to curb the soaring crude prices exceeding the 152 million barrels released by member
01:47countries after russia's full-scale invasion of ukraine i saw on cnbc earlier before we went on
01:53that that figure was actually 400 million barrels although i haven't seen that anywhere else uh seemed
02:00like that reporting was pretty spot on so uh maybe that's the number let me take a quick look here
02:04at
02:05crude crude's actually up 4.2 percent holding just shy of 87 on the futures the 10-year treasury bond
02:13yielded 4.16 percent and the two-year bond was at 3.59 percent and as mentioned it's a shoo
02:20-in that we
02:20are not going to have any change at the march meeting uh for the fed per the cme fed watch
02:27tool
02:27now we have several stocks in focus for you here today and the first one is an obvious one it's
02:32going
02:32to be oracle this was the big earnings print of the night last week and oracle posted a good number
02:38as we expected and the market is rewarding that here this morning it's able to actually hold its gains
02:45did hit a high of 169.38 in the after hours yesterday it's currently at 164.67 here today
02:51so we'll see if oracle gives back any of its gains uh or if it's able to continue to trade
02:57higher here
02:58it did jump 10.71 percent in the pre-market on wednesday following upbeat financial results for the
03:03third quarter of fiscal 2026 on tuesday after the market closed that print is as follows eps excuse
03:10me adjusted eps of 196 to 2 that was versus the 195 estimate so a slight beat there uh and
03:17they see
03:17sales um of 18.925 billion to 19.24 billion that was versus the 19.122 billion estimate they affirm
03:26the full year sales guidance for 2026 at 67 billion and they see full year 27 sales at 90 billion
03:34that was versus the 86.632 billion estimate the next stock on our list is going to be domo and
03:40the
03:40ticker is domo d-o-m-o it soared 52.05 percent following the company's fourth quarter fiscal 2026
03:48earnings release um it reported earnings of three cents per share which was well above the expected
03:56loss of 17 cents per share this represents a beat of 117.65 percent over the estimate
04:05the next stock on our list is a decent one it's decent holdings and the ticker on this one is
04:09dxst it
04:10rose 6.37 percent as its subsidiary sun care signed an agreement with a regional senior care operator
04:17to expand its ai-enabled community health care network in china the next stock on our list is
04:24going to be cosmos energy and the ticker on this one is kos it plunged 15.35 percent after pricing
04:32a
04:32public offering of 97 and a half million uh common shares at 190 per share on tuesday generating gross
04:39proceeds of 185.25 million aero environment is the last stock on our list here today this is ticker
04:49avav and it dropped 9.28 percent after lowering its full year guidance following a third quarter miss
04:55there was also a write-off as competition for drones is expanding and the u.s government may not
05:02pay uh aero environment as much money so there's two things that we should watch here today number
05:09one is there a sympathy play in other drone names because of the miss and the move down
05:14or is the market looking through that and saying well one of the reasons it's down is because it
05:18might be losing business to other drone companies remember we saw umac really spike yesterday we've
05:24seen andas with a lot of news recently and we've seen another small guy like our cat hold pretty
05:29steady so it definitely bears watching some of the other drone stocks on the back of this earnings print
05:35so
05:42you
05:43you
05:45you
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