Good MorningStocks steadied on Wednesday as buyers stepped back in after two sessions of oil-driven swings. The central tension is energy-led inflation risk versus the market’s desire to keep betting on growth.
Geopolitics is the one macro force resetting risk perception, with the Iran war keeping crude as the day-to-day throttle on sentiment. When oil volatility cools, positioning rotates toward cyclicals and rate-sensitive growth, but the overhang lingers because any renewed spike can quickly revive inflation fears and push investors back to defensives.
Energy shares stayed supported even as oil stopped surging, underscoring the demand for inflation hedges. Airlines and travel names stabilized as fuel anxiety eased, a direct relief for margin durability. Defense contractors remained in focus with the conflict reinforcing a longer runway for spending. Mega-cap tech held leadership, with NVIDIA bid as the market weighs AI spend against profitability. Retailers like Target also found buyers after a more constructive demand tone. Traders will be watching Friday’s U.S. jobs report and the next move in crude for the next positioning shift. Featured: Leading AI Insider Issues Urgent Market Warning (Ad) 
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Industrials | |
An estimated 110 million Americans are stuck in rush hour traffic every day, with drivers in highly congested cities losing as much as 100 hours per year to being stuck in traffic jams.
That issue does not appear to be getting any better, either. Traffic congestion is on the rise in 70 of the 10... Read the Full Story |
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From Our Partners | | The dollar has been steadily losing value, and rising debt plus continued Fed printing could push it lower still.
Alex Reid, a former algo developer who once built trading systems for high-net-worth clients, says the best defense is increasing income rather than waiting for policy fixes.
He is now showing everyday traders how an AI-driven approach helps them spot potential trade opportunities every day. | | See how this AI approach can help you find daily trade opportunities |
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Technology | |
CrowdStrike Holdings Inc. (NASDAQ: CRWD) ticked higher on March 4, the day after it reported earnings, building on prior momentum.
The stock got a pre-earnings bump after the United States and Israel began a military campaign against Iran. From the opening of trading on March 2 to the close on Ma... Read the Full Story |
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Technology | |
Fears of slowing growth and AI disruption sent Gitlab (NASDAQ: GTLB) shares to long-term lows in early March, and the sell-off, overdone to begin with, has reached ultra-deep value levels, presenting an irresistible opportunity.
While AI-related fears are affecting the near-term outlook, the co... Read the Full Story |
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From Our Partners | | Analysts at Goldman Sachs and Morgan Stanley are warning that a quiet domestic threat - unrelated to overseas conflict - could be the worst thing to hit American investors in 50 years, potentially keeping portfolios in the red for a decade or more.
TradeSmith CEO Keith Kaplan is responding with an AI-driven trading tool built by a former U.S. Air Force nuclear missile coder, designed to sidestep sudden market crashes while still growing your money - regardless of whether markets rise, fall, or stay flat. No options, gold, crypto, or penny stocks involved. | | Try the AI free - no signup, email, or credit card required |
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Consumer Discretionary | |
After a stunning plunge following its 2021 IPO, medical and lifestyle apparel company FIGS, Inc. (NYSE: FIGS) has roared back to life, trading at a price it hasn’t touched in nearly four years. The stock, currently trading above $17, has surged almost 260% over the past year, including a 58%... Read the Full Story |
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Energy | |
These are the times when investors need a strong stomach. Oil prices are surging due to the conflict between the United States and Israel against Iran. Initially, that caused energy stocks tied to the oil and gas sector to rise. But many of those stocks are giving up their gains as investors begin... Read the Full Story |
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From Our Partners | | Deutsche Bank's research team projects gold could reach $8,000 per ounce by 2031, roughly 80% above current prices, as central banks continue shifting reserves away from the U.S. dollar.
It's not alone: JPMorgan sees $6,000 by year-end, Goldman Sachs $5,400, and UBS $5,900 by late 2026 - three major banks already forecasting gold above $5,000.
For retirees holding savings mostly in dollars, cash, or bonds, this shift could matter more than most realize. | | Download the free Wealth Protection Guide to see how you're positioned |
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Industrials | |
The solar energy sector is showing powerful signs of life. After a challenging year that tested investor patience, leading stocks like SolarEdge (NASDAQ: SEDG) and Enphase (NASDAQ: ENPH) are staging a dramatic comeback. Both companies have posted impressive gains over the past month, signaling a p... Read the Full Story |
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Markets | |
The semiconductor industry holds the foundational technology powering the global economy, driving innovation in critical growth sectors from artificial intelligence to high-performance data centers. After a period of substantial gains, recent market volatility has presented a moment for strategic ... Read the Full Story |
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Consumer Staples | |
Investors waiting for a signal to buy Target (NYSE: TGT) stock got one with the fiscal Q4 2025 earnings release and 2026 guidance update. Not only were the results better than expected, but the optimistic guidance also affirmed analysts' return-to-growth forecasts while upping the ante.
Growth ... Read the Full Story |
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Industrials | |
Vertiv (NYSE: VRT) has been a standout performer in the AI-driven market, delivering a remarkable 188% return to shareholders over the past year. This impressive climb has placed the company squarely on the radar of growth-focused investors. Yet, after reaching all-time highs, the stock has recent... Read the Full Story |
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Consumer Discretionary | |
Shares of Tesla Inc (NASDAQ: TSLA) are trading right around $390, back at the bottom of a multi-month range after repeatedly failing to build on January’s earnings beat. The company topped headline expectations in that report, yet the stock was unable to sustain any upside momentum. Since th... Read the Full Story |
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Thursday's Early Bird Stock Of The Day Black Hills Corporation, through its subsidiaries, operates as an electric and natural gas utility company in the United States. The company operates in two segments: Electric Utilities and Gas Utilities. The Electric Utilities segment generates, transmits, and distributes electricity to approximately 222,000 electric utility customers in Colorado, Montana, South Dakota, and Wyoming; and owns and operates 1,394 megawatts of generation capacity and 9,106 miles of electric transmission and distribution lines. The Gas Utilities segment distributes natural gas to approximately 1,116,000 natural gas utility customers in Arkansas, Colorado, Iowa, Kansas, Nebraska, and Wyoming; owns and operates 4,663 miles of intrastate gas transmission pipelines; 42,514 miles of gas distribution mains and service lines; seven natural gas storage sites; and approximately 50,000 horsepower of compression and 516 miles of gathering lines. It also constructs and maintains customer owned gas infrastructure facilities for gas transportation customers; and provides appliance repair services to residential utility customers, as well as electrical system construction services to large industrial customers. In addition, the company produces electric power through wind, natural gas, and coal-fired generating plants; and coal at its coal mine located near Gillette, Wyoming. Black Hills Corporation was incorporated in 1941 and is headquartered in Rapid City, South Dakota. | | View Today's Stock Pick |
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