France YTD August budget balance €-109.00bn vs €-123.10bn prior

Industrial distributors saw mixed Q4 results. BCC beat EPS/EBITDA but fell 6.8%. VSEC up 4.6% revenue, down 12.5% stock.

Home construction stocks see mixed Q4 results, with revenues beating estimates but shares down ~20%. BLDR misses revenue, TREX beats but falls.

Defense stocks like BWXT, ALOY, HWM, LOAR, KRMN surge on supply chain resilience & gov contracts. High valuations but strong growth.

Health insurers' Q4 revenues beat by 0.8%, but stocks are down 13.2%. UNH, CLOV, MOH, CNC, OSCR face margin risks.

BTC faces Q1 loss, but targets $240K. Risks: tariffs, Fed. Upside: $170K-$240K if macro clears.

Figs jumps 17% on strong revenue, while Sonos and Mattel slide on mixed results. Valuations vary.

WTI crude surges past $106; Asian markets tumble as conflict fears and energy disruptions mount.