Good MorningMonday's session leaned defensive as surging oil prices collided with fading confidence in the AI trade, reinforcing a rotation out of growth and into energy and staples. With Brent crude pressing toward multi-year highs amid the ongoing Iran conflict and Strait of Hormuz disruption, investors repriced risk across the semiconductor complex while blue-chip defensives absorbed the flows. Breadth remained narrow, with the Nasdaq sliding as tech leadership continued to erode.
Fed Chair Powell, speaking at Harvard, signaled the central bank will look through the energy shock rather than tighten, calling current policy "in a good place" while warning that persistent supply disruptions could eventually unanchor inflation expectations. Markets responded swiftly, with rate-hike odds for the next meeting collapsing from over 50% to roughly 2% after Powell's remarks, while year-end hike pricing also fell sharply from around one-in-three odds, offering some relief on the duration front but doing little to resolve the underlying growth-versus-inflation tension.
Micron extended its post-earnings slide as investors questioned AI-driven memory valuations despite sold-out supply. NVIDIA drifted further into bear-market territory on the same sentiment reset. Sysco tumbled after announcing a debt-heavy acquisition of Jetro Restaurant Depot, spooking shareholders with leverage risk. Eli Lilly gained on an expanded AI drug-discovery partnership. Traders are watching Tuesday's Consumer Confidence report and Nike earnings for signals on how the consumer is absorbing higher energy costs. Featured: Sell these "safe" blue chips immediately (Ad) 
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Consumer Discretionary | |
A stark and compelling divergence is unfolding in the market for Coursera (NYSE: COUR). On the surface, the story appears straightforwardly bearish. The online learning platform’s stock closed at $5.52 at the end of March’s last trading week, marking a sharp 5.65% drop for the week. Th... Read the Full Story |
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From Our Partners | | Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief.
It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. | | Watch the full story and see the verified track record for yourself |
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Finance | |
A paradox is unfolding for one of the world's most recognized financial titans. Shares of Mastercard (NYSE: MA) have stumbled more than 15% year to date, with recent selling pressure intensified by reports that the company is exploring the sale of its real-time payments unit, a business it acquire... Read the Full Story |
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Industrials | |
After a perfect storm of negative news converged on NuScale Power (NYSE: SMR), shares of the pioneering developer of small modular reactors (SMRs) are currently trading at a 52-week low—a signal of distress to most of the market.
Following a difficult quarterly earnings report that missed... Read the Full Story |
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From Our Partners | | Moderna's stock doubled in a single day after its cancer vaccine hit key Phase 3 goals, and Merck jumped too. But according to a former Steve Cohen fund manager, the next big opportunity is not Moderna or Merck.
It is a different kind of company tied to a technology already backed by Elon Musk, Sam Altman, Jeff Bezos, and Peter Thiel. Nvidia's Jensen Huang says it will have a dramatic impact on daily life, while Anthropic's CEO believes it could unlock a century of medical progress in just ten years.
Nature Magazine estimates its potential value at $367 trillion globally, and it is already rolling out across the United States. | | Click here to learn about this new era of medical technology |
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Materials | |
The Metals Company, Inc. (NASDAQ: TMC) is as futuristic a company as can be, yet not involved in space or AI. This company aims to unlock a mineral rush in the making over the coming decades, harnessing a resource once only dreamed of by scientists, politicians, and schoolchildren. It focuses on d... Read the Full Story |
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Markets | |
Within many parts of the stock market, investors have had a rough go of it so far in 2026. The S&P 500 is down over 5% on the year, and the index is not far off from being down 10% from its 52-week high. Crossing this barrier would put the market in “correction territory."
Amid this, so... 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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Markets | |
The Magnificent 7 account for roughly a third of the entire S&P 500, so it's understandable that some investors might consider focusing an outsized portion of their portfolio on either one of these stocks or a similarly-sized titan of the market. At the same time, single-stock exchange-traded ... Read the Full Story |
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Communication Services | |
Last week, the Nasdaq and Dow entered corrections, further dragging down some of the largest stocks in their respective indices. For the tech-heavy Nasdaq, one of those was Alphabet (NASDAQ: GOOGL), whose shares fell close to 9%, wiping out hundreds of billions in market capitalization in a matter... Read the Full Story |
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Real Estate | |
There was a time when the biggest worry in markets was commercial real estate (CRE), especially for companies that own offices and workplaces where most staff now work from home. You likely won’t find CRE concerns leading the financial headlines anymore, but that’s not necessarily beca... Read the Full Story |
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Industrials | |
Sometimes the greatest potential lies in seemingly modest companies, and investors looking for hidden (but vital) gems may want to seek out so-called "tollbooth" stocks—firms that operate a critical, if niche, portion of an industry that enjoy a near-monopoly on their services or products. T... Read the Full Story |
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Consumer Discretionary | |
MercadoLibre (NASDAQ: MELI), often referred to as the Amazon (NYSE: AMZN) of Latin America, may be approaching discount territory. The stock has fallen almost 40% from its all-time high and is now down nearly 20% year to date.
Market selloffs can be uncomfortable, but they also create long-term... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts. | | View Today's Stock Pick |
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