Good MorningStocks looked steadier, not relaxed, as traders tested whether this week’s oil shock was a scare or the start of a broader inflation problem. The central tension was between energy and inflation, with equities trying to stabilize as crude oil backed off, but the geopolitical overhang remained.
The key risk driver was geopolitics, specifically fading confidence that the Iran conflict will stay contained. Oil pulled back after signs that the war might not broaden, and that mattered because easing energy pressure helps calm inflation worries, supports cyclicals, and gives investors more room to lean into margin-sensitive groups instead of hiding in defensives.
Delta and United stayed central to the margin debate, as fuel costs still threaten earnings quality even after crude eased. Exxon and Chevron slipped as investors treated the oil spike as potentially temporary while keeping an eye on regional exposure. Valero and Marathon looked better positioned, reflecting stronger refining economics and cleaner near-term cash flow leverage. Traders are watching whether crude keeps easing and whether any new policy or military headlines will change the inflation outlook. Featured: America's race to control the minerals that power AI (Ad) 
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Energy | |
FuelCell Energy (NASDAQ: FCEL) has potentially game-changing technology for co-located energy, but it has yet to prove its leadership position.
If anything, its results reflect the industry's hurdles, which include high costs, inefficiency relative to other power generation techniques, and the ... Read the Full Story |
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From Our Partners | | In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night.
Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets. | | See Jim Rickards' full market warning and what it means for your portfolio |
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Technology | |
CrowdStrike Holdings Inc. (NASDAQ: CRWD) stock surged over 15% after its earnings, but the rally is losing strength. There’s nothing fundamentally wrong with CrowdStrike’s business model. The earnings report made that clear.
To recap, CrowdStrike scored a beat on the top and bottom li... Read the Full Story |
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Technology | |
Advertising technology stock The Trade Desk (NASDAQ: TTD) has experienced highly disappointing performance recently, with shares down more than 50% over the past 52 weeks.
However, the stock recently received a significant shot in the arm, with shares surging more than 18% on March 5. This came... Read the Full Story |
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From Our Partners | | CFA and CMT analyst Garrett Goggin called G2 Goldfields before it rose 1,023%, Reunion Gold before 538%, Highlander Silver before 741%, and Orogen Royalty before 416%. He also publicly predicted Newmont's 126% gain in 2025.
Now Goggin says the 1974 petrodollar agreement between Washington and Riyadh has quietly expired, central banks are buying gold at the fastest pace since 1950, and a major monetary shift is underway. He has identified four specific positions - plus two bonus opportunities for readers. | | Read the full briefing and see all four positions plus two bonuses |
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Retail/Wholesale | |
Casey’s General Stores (NASDAQ: CASY) is a long-term retail holding that has tended to reward a buy-the-dip strategy. This company is as quality as they come, internally funding growth, consolidating in a still-fractured market, generating ample cash flow, and returning capital to investors.... Read the Full Story |
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Transportation | |
As the war in Iran appears likely to continue, it may be no surprise to investors that airline stocks have been among the first to feel a significant impact. These shares are closely tied to the cost of fuel, geopolitical stability, and consumer demand—all three of which are increasingly err... Read the Full Story |
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From Our Partners | | Not all dividend stocks are worth holding. Some have built a long track record of rewarding shareholders through shifting market conditions - and a new report identifies five that stand out today.
These five companies are selected for dividend potential, financial strength, and long-term outlook. One may already be on your watchlist. The others could surprise you. | | Request your free copy of the 5 Top Dividend Stocks report now |
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Medical | |
After falling 59% from its year-to-date (YTD) high, embattled healthcare stock Hims & Hers Health (NYSE: HIMS) is making headlines as shares are surging in the wake of an agreement with GLP-1 maker Novo Nordisk (NYSE: NVO)—the very company that filed a patent infringement lawsuit against... Read the Full Story |
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Markets | |
While it is yet to be confirmed, rumors are swirling around an eventual SpaceX initial public offering (IPO). Expected to be announced before mid-year 2026, the news will likely unleash an influx of capital into space stocks, not just into SpaceX. Valuation estimates are around $1.5 trillion, whic... Read the Full Story |
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Technology | |
In a climate of investor uncertainty and choppy market sessions, Strategy Inc. (NASDAQ: MSTR) has delivered a powerful statement of its corporate mission.
The enterprise software and Bitcoin development company recently finalized another major acquisition, purchasing nearly 18,000 bitcoins as p... Read the Full Story |
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Technology | |
In terms of custom silicon, Marvell Technology (NASDAQ: MRVL) is often seen as playing second fiddle to its much larger semiconductor peer Broadcom (NASDAQ: AVGO). However, recently, Marvell has clearly been the better performer of these two. Over the past six months, Marvell’s total retur... Read the Full Story |
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Technology | |
A shift is underway in the stock market, with two critical technology companies, Vertiv Holdings Co. (NYSE: VRT) and Lumentum Holdings Inc. (NASDAQ: LITE), experiencing a surge in trading volume and investor interest. This heightened activity is the direct result of a major announcement from S&... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day SES AI Corporation engages in the development and production of high-performance Lithium-metal rechargeable batteries for electric vehicles, electric vehicle take-off and landing, and other applications. The company was founded in 2012 and is headquartered in Woburn, Massachusetts. | | View Today's Stock Pick |
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