The US and Israel attacked Iran over the weekend. Oil and gold prices moved up on the news while the broader market recovered its initial losses. Defense stocks saw the biggest moves. Ondas Holdings (ONDS) rose 10%. They provide autonomous defense tech and just announced a $10 million investment in surveillance company World View. Revenue was $10.1 million last quarter, up significantly from last year. They report earnings on March 12. Elbit Systems (ESLT) is up 7%. They are a primary drone supplier for the IDF with an order backlog of $25.2 billion. Valuation is high with a P/E around 80 but they are seeing increased demand due to the conflict.