Delta has outperformed since the Iran war began. Using options to hedge against losses

Delta has outperformed since the Iran war began. Using options to hedge against losses

While the broader airline sector is weathering a storm of escalating costs and geopolitical fragmentation, Delta Air Lines (DAL) has managed to maintain an altitude that defies the market’s current gravitational pull. However, this divergence creates a precarious setup. Even net of Friday’s declines, DAL is still trading above $63 per share. Notably, that’s about…

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Never mind the AI fears. This beat-up cybersecurity play is a ‘screamer,’ Josh Brown says

Never mind the AI fears. This beat-up cybersecurity play is a ‘screamer,’ Josh Brown says

Artificial intelligence disruption worries have put a dent into CrowdStrike shares, but Josh Brown, CEO of Ritholtz Wealth Management, remains bullish on the stock. CrowdStrike tanked nearly 16% in February. The company suffered alongside a cohort of cybersecurity stocks after Anthropic unveiled a security tool for its Claude model, sparking concerns that AI could upend…

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