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: Move Your Money Here Before September 30th (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 | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
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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 | | Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips. | | Access the full analysis, price setups, and catalysts 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 | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
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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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