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: The 7 Stocks Quietly Gaining Attention Right Now (Ad) 
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Industrials | |
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 | | Matt Monaco started with a $2,000 trading account and no clear strategy. After two years of trial and error, he crossed $1 million in 2020.
Today his account sits at $3 million, generating roughly $100,000 a month using a repeatable system he calls The Income Blueprint.
He's revealing the exact five-step scan and three trading lanes behind it in a free live training. | | Reserve your seat and claim The Income Blueprint free |
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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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Communication Services | |
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 | | A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years.
While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million.
One company controls the entire supply chain behind this discovery. | | See the ticker behind this Grand Canyon energy breakthrough now |
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Consumer Staples | |
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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Industrials | |
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 | | SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now. | | Read Tilson's free analysis and find out what to do with your money |
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Healthcare | |
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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Industrials | |
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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