The latest round of geopolitical tension has defense stocks bouncing higher. But the rally isn't limited to weapons makers—it's also drawing fresh attention to the critical rare-earth materials that those defense systems can't function without.
In a recent MarketBeat conversation, Tim Joh.... |
Good MorningRisk appetite wobbled into the close as traders weighed energy shock versus inflation fallout. The tape kept flipping between a bid for defensives and the worry that higher fuel costs keep inflation sticky.
The main driver was crude firming on renewed geopolitical risk, which kept yields elevated and cooled near-term rate-cut expectations. That matters because it tightens the leash on long-duration growth while supporting cash-flowing cyclicals tied to commodity pricing. Positioning looked more about protecting margin durability than chasing leadership as input costs threaten to creep back in.
Energy names like Exxon, Chevron, and ConocoPhillips held up as firmer pricing improves near-term earnings quality. Airlines such as Delta and United lagged as fuel becomes an immediate margin headwind and demand elasticity gets tested. NVIDIA and Microsoft were softer amid higher yields that are pressuring AI multiples, even as capital expenditure remains intact, while Lockheed drew interest as the conflict reinforces the defense-spending bid. Traders are watching this week’s Fed speakers and oil’s follow-through for the next shift in leadership. Featured: Are you signed up for this 4x text message? (Ad) 
| Materials | |
The latest round of geopolitical tension has defense stocks bouncing higher. But the rally isn't limited to weapons makers—it's also drawing fresh attention to the critical rare-earth materials that those defense systems can't function without.
In a recent MarketBeat conversation, Tim Joh... Read the Full Story |
| From Our Partners | | Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's pullback from highs above 4000 an ounce.
Yet top junior mining assets remain priced as if gold were still stuck near 1800 an ounce, a gap analyst Garrett Goggin calls the Golden Anomaly.
With record cash on hand, majors may soon be forced to buy juniors to secure future production. | | See the junior gold assets majors may target next |
| Finance | |
More than 60 years after taking a controlling interest in Berkshire Hathaway (NYSE: BRK.B), former CEO Warren Buffett stepped away from his role with the firm he turned into a multinational conglomerate on the final day of 2025.
On Saturday, Feb. 28, the holding company reported full-year and Q4... Read the Full Story |
| Consumer Discretionary | |
After starting the year reasonably well, tech titan Amazon.com Inc (NASDAQ: AMZN) has been under pressure since. Its shares tumbled more than 20% into mid-February and were still roughly 18% below their 2026 high in early March. The move lower was not only sharp but also sustained, with the bulls,... Read the Full Story |
| From Our Partners | | The Department of Justice recently argued that cash isn't legally property, a claim with implications for anyone holding savings in an IRA, 401k, or bank account.
Millions of Americans keep most of their retirement inside a financial system they don't control. History shows that when governments face financial strain, rules and access can shift quickly. | | Download the free kit to explore strategies for shielding your retirement |
| Technology | |
Despite having shed a third of its share price so far this year, quantum computing giant D-Wave Quantum Inc. (NYSE: QBTS) seems intent on building its reputation as the leading firm in a hotly contested space. One of the main catalysts behind this assertion is D-Wave's recent acquisition of Quantu... Read the Full Story |
| Energy | |
It’s been a lackluster year so far for U.S. equities. Year-to-date, the benchmark S&P 500 is slightly in the red, weighed down primarily by a selloff in mega-cap technology. What began as a pause in leadership has evolved into broader volatility, and now, geopolitical tensions are adding... Read the Full Story |
| From Our Partners | | If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answer to a multi-variable problem. Withdrawal sequencing, sequence-of-returns risk, Roth conversion timing, and legacy goals can all shift your real number significantly.
Research from Vanguard suggests advisor best practices - covering allocation, rebalancing, tax management, and behavioral coaching - may add roughly 3% in net annual return potential. Morningstar's 2025 data shows the average investor return gap is 1.2% per year due to mistimed buying and selling.
Get matched with a fiduciary advisor in your area at no cost and with no obligation to hire. | | Answer three quick questions to find your advisor match today |
| Technology | |
MongoDB’s (NASDAQ: MDB) Q4 fiscal year 2026 (FY2026) earnings release and guidance update left something to be desired but offered no explanation for the 25% share-price decline. The movement, which can only be described as a knee-jerk reaction to less-than-earth-shattering news, puts the ... Read the Full Story |
| Markets | |
We carried out a survey of over 3,000 respondents on the most envied shopping districts in the country. The survey revealed what people value.
Some cities win hearts with luxury storefronts, others with independent makers, and others - surprisingly often - with a really good bookstore.
This is... Read the Full Story |
| Technology | |
As one of the most well-known tech giants reported its much-anticipated earnings the last week of February, the market watched closely. And as expected, investors scrambled to buy shares after a blowout report that wowed even the most skeptical prognosticators.
That’s right, Dell Technolo... Read the Full Story |
| Materials | |
As global markets grapple with rising geopolitical tensions, a predictable and powerful investor sentiment is taking hold: the flight to safety. In times of uncertainty, the calculus for investors often shifts from seeking high growth to prioritizing capital preservation. This dynamic has thrust g... Read the Full Story |
| Communication Services | |
If there is one thing shareholders of Midland, Texas-based aerospace company AST SpaceMobile (NASDAQ: ASTS) have grown accustomed to, it is share price volatility. In January, the stock gained more than 46% before falling nearly 29% since.
But on March 3, ASTS shares rose, an upbeat market reac... Read the Full Story |
| Wednesday's Early Bird Stock Of The Day Walmart Inc. engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications. The company offers grocery and consumables, including dairy, meat, bakery, deli, produce, dry, chilled or frozen packaged foods, alcoholic and nonalcoholic beverages, floral, snack foods, candy, other grocery items, health and beauty aids, paper goods, laundry and home care, baby care, pet supplies, and other consumable items; fuel, tobacco and other categories. It is also involved in the provision of health and wellness products covering pharmacy, optical and hearing services, and over-the-counter drugs and other medical products; and home and apparel including home improvement, outdoor living, gardening, furniture, apparel, jewelry, tools and power equipment, housewares, toys, seasonal items, mattresses and tire and battery centers. In addition, the company offers consumer electronics and accessories, software, video games, office supplies, appliances, and third-party gift cards. Further, it operates digital payment platforms; and offers financial services and related products, including money transfers, bill payments, money orders, check cashing, prepaid access, co-branded credit cards, installment lending, and earned wage access. Additionally, the company markets lines of merchandise under private brands, including Allswell, Athletic Works, Equate, and Free Assembly. The company was formerly known as Wal-Mart Stores, Inc. and changed its name to Walmart Inc. in February 2018. Walmart Inc. was founded in 1945 and is based in Bentonville, Arkansas. | | View Today's Stock Pick |
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