NESTLÉ IS CONSIDERING FURTHER CUTTING ITS ICE CREAM BUSINESS, INCLUDING POSSIBLE SALES OF ITS STAKE IN FRONERI OR TRANSFERRING OWNED OPERATIONS TO THE JOINT VENTURE, AS NEW CEO PHILIPP NAVRATIL REVIEWS OPERATIONS AMID WEAK SHARE PERFORMANCE AND ONGOING CHALLENGES IN INFANT
Original source ↗  |  February 18, 2026 at 21:38 UTC  |  Twitter - @FirstSquawk

Here are the actionable trade ideas extracted from the provided tweets:

IDEA [1] TICKER: USO, XLE, LMT, RTX DIRECTION: long THESIS: Increased geopolitical tension and the high probability of a US strike on Iran by March 15 suggest a potential rise in oil prices and increased demand for defense stocks. SPEAKER: @geiger_capital TIMEFRAME: short-term

IDEA [4] TICKER: MSFT, CRWD DIRECTION: long THESIS: Microsoft and CrowdStrike's expanded partnership, allowing Falcon on Microsoft Marketplace, is a positive development for both companies, enhancing market access and product offerings. SPEAKER: @seekingalpha TIMEFRAME: medium-term

IDEA [6]