Good MorningWall Street closed the quarter on a risk-on note as geopolitical relief collided with persistent energy anxiety. Reports that Iran's president signaled openness to ending hostilities sparked the session's best rally since May, with tech reclaiming leadership after weeks of war-driven underperformance. The surge came against a bruising March that left equities with their worst monthly showing since 2022, reflecting how concentrated the damage from rising oil prices and narrowing breadth had become.
The potential for de-escalation reshaped the rate outlook in a single session. With gasoline above four dollars a gallon and Brent crude still elevated near multi-year highs, the Strait of Hormuz overhang had been feeding expectations of a hawkish Fed response. Any credible path to reopening shipping lanes eases that inflation pressure, giving the consumer discretionary and growth trade room to breathe while weighing on energy positioning.
NVIDIA surged after announcing a two-billion-dollar investment in Marvell, deepening its AI factory ecosystem through silicon photonics and custom chip integration. Eli Lilly climbed on a nearly eight-billion-dollar deal to acquire Centessa Pharmaceuticals, extending its neuroscience pipeline beyond obesity. Meta and Microsoft rallied hard as lower crude loosened the vise on rate-sensitive growth names. Airlines jumped while energy producers slid, reinforcing the session's war-or-peace positioning split. Traders are watching Friday's jobs data, and any concrete progress on a ceasefire before Q2 opens.
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Industrials | |
Even amidst market uncertainty, risk-tolerant investors may want to look at opportunities in stocks trading under $20.
With broad market volatility persisting through the first quarter of 2026, it can feel tough to find growth outside of energy stocks. But history consistently shows that buying q... 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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Consumer Discretionary | |
Cruise line operator Carnival Corp. (NYSE: CCL) is down nearly 6% after it reported Q1 2026 earnings on March 27.
Investors seem to be concerned about the company’s earnings guidance for the coming year, despite Carnival’s double beat and bullish outlook for 2026 bookings.
Shares o... Read the Full Story |
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Finance | |
Over the last several years, the higher interest rate environment has been a persistent headwind for commercial real estate, and Starwood Property Trust (NYSE: STWD) has been no exception. The real estate investment trust (REIT)—which specializes in originating, acquiring, and managing commercial m... 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 | |
McCormick & Company's (NYSE: MKC) share price has been under pressure for many quarters as tepid growth, macroeconomic headwinds, and deteriorating analyst sentiment have sapped investor confidence. However, despite the negative trends, this is a high-quality, blue-chip consumer staple now tra... Read the Full Story |
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Communication Services | |
After a protracted and public effort, streaming services giant Netflix (NASDAQ: NFLX) officially bowed out of its battle to acquire Warner Bros. Discovery (NASDAQ: WBD) in late February.
Many viewed the potential blockbuster deal as one that could further increase NFLX’s dominance in the ... 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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Technology | |
The next wave of artificial intelligence (AI) isn't just about the models and AI agents. It's about the infrastructure behind them, what’s powering the next advancement and continued progression. As demand for AI compute, cloud services, and high-speed connectivity accelerates, a new class o... Read the Full Story |
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Materials | |
Lithium prices are enjoying a strong run, having gained more than 122% over the past year. But for the stocks of companies mining the soft silvery metal or processing it into battery-grade lithium, their prices haven't yet caught up.
That's precisely the case for Sigma Lithium (NASDAQ: SGML), w... Read the Full Story |
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Industrials | |
Elon Musk's SpaceX IPO, anticipated sometime this year, could be the biggest of all time based on a rumored valuation of $1.75 trillion—and savvy investors might want to start thinking about how other space stocks could be swept up for the ride. A number of companies in the burgeoning satell... Read the Full Story |
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Technology | |
For income investors, few things are as rewarding as receiving quarterly dividend payouts. But the next best thing very well might be learning that the stocks in their yield-focused portfolio are increasing those payouts.
And for shareholders of three high-profile stocks, that is precisely the ca... Read the Full Story |
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Technology | |
Quantum computing firm D-Wave Quantum Inc. (NYSE: QBTS) has broken through the 50% threshold—meaning that shares have lost more than half of their value year-to-date (YTD) in 2026—leaving investors wondering just how much farther down the bottom may be. Indeed, the last time QBTS stock... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. The company operates through three segments: Phosphates, Potash, and Mosaic Fertilizantes. It owns and operates mines, which produce concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate products; and phosphate-based animal feed ingredients primarily under the Biofos and Nexfos brand names, as well as produces a double sulfate of potash magnesia product under K-Mag brand name. The company also produces and sells potash for use in the manufacturing of mixed crop nutrients and animal feed ingredients, and for industrial use; and for use in the de-icing and as a water softener regenerant. In addition, it provides nitrogen-based crop nutrients, animal feed ingredients, and other ancillary services; and purchases and sells phosphates, potash, and nitrogen products. The company sells its products to wholesale distributors, retail chains, farmers, cooperatives, independent retailers, and national accounts. The company was incorporated in 2004 and is headquartered in Tampa, Florida. | | View Today's Stock Pick |
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