Palantir is a Beneficiary of the Conflict
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← Back to Full Coverage: Stock Market Live March 3, 2026: S&P 500 (SPY) Down Big on Iran War Fears
Analysts at Rosenblatt just reiterated a buy rating on PLTR, saying it’s a beneficiary of the Middle East conflict.
“War Regrettably Underscores the Value of PalantirOver Just Another LLM–Raising Price Target From $150 to $200 Against Our 2027 Street High Estimates,” they noted, as reported by CNBC.
PLTR upside is being driven by the company’s role in defense and artificial intelligence, particularly following increased geopolitical tensions between the U.S. and Iran. Plus, investors are just starting to rotate into defense stocks like Palantir.
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Shares of Target are up about 6% on the day. All after the company said it’s on track to end its sales slump after another poor quarter.
In fact, Target CEO Michael Fiddelke said the company is “out of the gates strong this year,” as noted by CNBC. Also, while he noted that one month of growth “does not make a trend,” he said the February sales increase gives him “confidence” that the company is moving back to growth.
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Eventually, the U.S.-Iran fiasco will cool off.
And when it does, we’ll be offered an interesting opportunity on the short side of volatility. Right now, even though tensions are sky-high, the VIX is telling us that fear is too hot.
In fact, if you look at the VIX dating back to early 2022, you can see that with every spike, RSI, MACD, and Williams’ %R tell us when the VIX is likely to pivot lower. We saw that happen in April 2025, December 2024, August 2024, April 2024, October 2023, March 2023, October 2022, September 2022, and also in May 2022. Each time the VIX peaked with those three indicators, buying calls on the DIAs, QQQs, and the SPY typically paid off well.
One of the best ways to trade an overheated fear gauge is by jumping into inverse VIX ETFs, which move higher when the VIX moves lower.
That includes the ProShares Short VIX Short-Term Futures ETF (SVXY), which seeks daily investment results, before fees and expenses, that correspond to one-half the inverse (-0.5x) of the daily performance of the S&P 500 VIX Short-Term Futures Index, as noted by ProShares.com. It also has an expense ratio of 0.95%.
Ian Cooper is a veteran market analyst and investment strategist with more than 20 years of experience covering stocks, commodities, and macro trends. Since 1999, he has helped investors identify market opportunities using a blend of technical analysis, fundamental research, and market sentiment.
He is the creator of the ADD News Flow Strategy, which focuses on trading market reactions to major news events and investor psychology. Cooper was also among the analysts who warned about the 2008 financial crisis and major financial institution collapses ahead of the broader market.
Before joining 247 Wall St., Cooper wrote extensively for InvestorPlace and other financial publications, covering market trends, trading strategies, and investment opportunities.
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