Boeing is close to a massive order from China for 500 of their 737 Max jets, along with talks for about 100 widebody planes. Trump met with defense CEOs and announced they agreed to quadruple production of top-tier weapons. This involves companies like Lockheed Martin and Northrop Grumman. He also signed an executive order focused on combating cybercrime, bringing attention to cybersecurity stocks like CrowdStrike and Palo Alto Networks. Live Nation is nearing a settlement with the DOJ over their antitrust lawsuit. It looks like they get to keep Ticketmaster, but they will have to give up some exclusive ticketing contracts with venues. On the macro side, oil just crossed $100 due to the Iran conflict. The Treasury is setting up maritime reinsurance in the Gulf region to help stabilize trade. JPMorgan is warning that the S&P 500 could drop 10% if the war risks escalate.