Good MorningWall Street turned risk-off as an oil shock drove a fast pullback in the tape. The central tension is energy versus inflation, with traders weighing supply fears against already-sticky price pressures.
The macro driver was geopolitics: the Iran conflict pushed crude sharply higher and kept attention locked on the Strait of Hormuz. The so what is straightforward: higher energy feeds inflation expectations, lifts yields, and makes it harder to price in near-term Fed relief, which tends to pressure travel, small caps, and other rate-sensitive exposures.
American, United, and Delta sold off as fuel costs jumped and regional disruption raised near-term demand and margin questions. Broadcom held up after stronger results, with management pointing to a big step-up in AI-chip revenue, reinforcing that AI spend can still win even when macro risks flare. Traders will be watching for the U.S. jobs report and any headlines around the Strait of Hormuz. Featured: The Calm Before the Rotation — What’s Quietly Building Now (Stock Wire News) (Ad) 
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Technology | |
Okta Inc. (NASDAQ: OKTA) stock shot up more than 10% the day after the cybersecurity company delivered a double beat in its Q4 earnings report for its 2026 fiscal year. For shareholders who have been holding the stock, the rally feels overdue. Even with the post-earnings surge, OKTA stock is still... Read the Full Story |
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From Our Partners | | Major banks have slashed their gold price targets - Morgan Stanley to $4450, JPMorgan to $4500 - after predicting $6000 gold earlier this year.
Ross Givens, a former Wall Street insider, says bank targets tend to follow price rather than lead it. He still expects gold to reach $10000 an ounce this cycle.
Givens points to a backdoor asset that gained 846%, 1668%, and 1915% in the last gold cycle. | | See the trade Ross Givens recommends for this gold cycle now |
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Energy | |
Energy markets have been anything but calm lately. Oil prices surged before pulling back again as geopolitical tensions in the Middle East sent shockwaves through global markets. While that kind of volatility can make investors uneasy, it can also create opportunities.
In a recent conversation wi... Read the Full Story |
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Consumer Staples | |
BJ’s Wholesale Club (NYSE: BJ) is a quality buy in 2026 because it is growing, outperforming guidance, has a healthy balance sheet, and offers value relative to competitors.
While it trades in line with the broad market at approximately 22-23x its current-year outlook, competitors like Wa... Read the Full Story |
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From Our Partners | | MindWalk Holdings (NASDAQ: HYFT) is applying AI to drug discovery, and its customer base already includes 19 of the top 20 global pharmaceutical companies.
The company's HYFT technology maps roughly 660 million biological patterns and 25 billion relationships. Q1 fiscal 2027 revenue hit $3.8 million, with gross margin improving to 59 percent in its fifth consecutive quarter of year-over-year growth.
A new OpenFold3 deployment delivered about 5x faster antibody-antigen inference, and a $30 million revolving credit line, free of warrants or equity conversion, adds fuel for expansion. | | Take a closer look at HYFT before AI reshapes drug discovery. |
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Industrials | |
After pulling back sharply from its 52-week high, Rocket Lab (NASDAQ: RKLB) appears to be carving out a meaningful support zone.
Shares are down nearly 30% from their record highs, pressured by February’s broader risk-off rotation in growth stocks and lingering concerns tied to a Neutron ... Read the Full Story |
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Technology | |
In today’s markets, where macroeconomic concerns, fears centered on AI spending and disruption, inflation, and interest rates weigh on performance, cash flow is king. Companies that produce revenue and, more importantly, free cash flow and profits, are being rewarded while those that aren&rs... Read the Full Story |
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From Our Partners | | When Moonshot AI's new model rattled overnight markets, stocks gapped down 1 percent before the open, and history shows the story doesn't end there.
Between 9 30 and 9 50 AM, Wall Street settles nearly 25 percent of the day's total volume in a single 20 minute window, often revealing market direction for the rest of the morning.
A former money manager breaks down the floor data behind this pattern, including a June 25th session where inflation surged past 4 percent and the market moved just 0.3 percent afterward. | | Watch the full video breakdown before access is taken down |
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Consumer Discretionary | |
Ross Stores’ (NASDAQ: ROST) stock price is in an uptrend, and its Q4 2025 earnings release proves that it isn’t over. Including top- and bottom-line outperformance, compounded by robust guidance, critical details include cash flow and its implications for investors - the company can ... Read the Full Story |
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Consumer Discretionary | |
Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) and Viking Holdings Ltd. (NYSE: VIK) reported earnings on March 2 and March 3, respectively.
Heading into earnings, analysts were more bullish about Viking than about Norwegian. But both stocks were up over 13% in the three months, heading into e... Read the Full Story |
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Technology | |
In a market where many high-flying technology stocks are facing intense scrutiny and volatility, semiconductor giant Micron Technology (NASDAQ: MU) is decisively breaking from the pack. Micron Technology’s stock price has risen by more than 340% over the past year, demonstrating powerful upw... Read the Full Story |
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Industrials | |
It has taken time, but Amprius Technologies' (NYSE: AMPX) strategy execution is paying off, amplifying its hypergrowth outlook. Among critical details coming out of its Q4 2025 earnings report was better-than-expected guidance pointing to another year of solid gains.
Guidance expects revenue grow... Read the Full Story |
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Technology | |
Chip giant Broadcom (NASDAQ: AVGO) popped 5% in after-hours trading upon releasing its latest earnings report.
The company’s December 2025 report led to significant trepidation among investors, with many concerned about the future of AVGO’s gross margin.
Not only did Broadcom perfo... Read the Full Story |
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Friday's Early Bird Stock Of The Day The MicroSectors Gold 3X Leveraged ETNs (SHNY) is an exchange-traded fund that is based on the LBMA Gold Price index. The fund is an exchange-traded note that provides 3x daily leveraged exposure to the spot price of gold by tracking GLD, an ETF that physically holds gold bars. SHNY was launched on Feb 24, 2023 and is issued by REX Microsectors. | | View Today's Stock Pick |
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