Thursday, Mar 5 2026, 12:05 UTC time

📋 Latest Important Headlines

✅ America — Victoria's Secret (FY2025 results)
🔖 Company performance and tariff impact
📌 Delivered Adjusted Operating Income of $403M; faced roughly $85M in tariff-related costs. Results signal resilient profitability amid trade/headwind pressures — watch consumer demand, margin trends, and FX exposure for USD-sensitive retail names.

✅ Europe (Ireland) — GDP contraction
🔖 Economic growth update
📌 Ireland GDP shrank at fastest pace since 2020. This signals renewed softness in Irish activity — implications for euro area data sequencing, multinational profit flows, and EUR sentiment. Monitor upcoming PMI, tax-receipts, and multinational corporation reporting that can add volatility to regional GDP metrics.

Market implications (brief)
📋 FX & rates
📌 Tariff-driven costs and corporate earnings resilience may support USD vs some currencies; Irish GDP weakness could pressure EUR near-term. Central banks remain data-dependent — adjust positions for risk-on/off flows and rate expectations.

Watchlist
📋 Near-term catalysts
📌 Upcoming earnings, trade/tariff developments, euro area data releases, and multinational profit reporting from Ireland-linked firms.

$LMT $RTX $NOC $KTOS $UMAC $PLTR | Lockheed Martin and RTX meet White House officials Friday to surge weapons production.

As the Pentagon moves to replenish stockpiles with a $50B supplemental budget, the admin is pressing firms to prioritize output over buybacks.

$LMT/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$RTX/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$NOC/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$KTOS/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$UMAC/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Hard assets are set to outperform.

Looking back 100 years, whenever nominal GDP growth was rising, money rotated from growth to value, or from asset-light to asset-heavy.

These cycles took 10–20 years to play out.

The current cycle began in 2026 and has years to go.

💥US IS TAKING VENEZUELA'S GOLD💥

We suspect the rest of Venezuela's 53 metric tons of #gold will be following shortly...

JUST IN: New York Stock Exchange parent company ICE invests in Bitcoin exchange OKX at a $25 BILLION valuation

Core Scientific $CORZ secures a $500M loan facility from Morgan Stanley to accelerate its AI data center buildout.

The deal includes a $1B accordion option at SOFR plus 250 basis points, funding high density compute across 10 U.S. power secure sites.

$CORZ/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Best buys in the market right now-

1. $ONDS at $10.5
2. $AXTI at $40
3. $OSS at $8.5
4. $IREN at $40
5. $TE at $7
6. $NBIS at $100
7. $CIFR at $16
8. $AMPX at $13
9. $IONQ at $37

Don't miss this opportunities. Next bull run will be massive!

$TTD waking up big time 🔥

CEO Jeff Green just dropped $148 MILLION to scoop up 6 million shares – the largest insider buy in the company’s entire history.

First real open-market purchase from insiders in almost 4 years.

The stock was crushed, down 77% from its peak, trading at dirt-cheap multi-year lows.

Now it’s ripping on this massive founder conviction play + whispers of early OpenAI ad partnership talks.

When the CEO bets his own fortune like this, you listen.

$TTD/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$MDCX Positive Phase 2 Topline Data

$MDCX/USD H2 #Indicator #Signal #Trading #GlobalOneAI

All U.S. Critical Minerals in 2025, Ranked by Supply Disruption Risk ⚠️