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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Technology | |
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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It's a single-page, seven-point filter designed to help traders identify weak setups before placing any options trade. Print it, keep it at your desk, and run it before every trade. The download link expires soon. | | Download your free copy of the Smart Trade Options Checklist now |
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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 | | Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. | | Watch the documentary briefing and find out which side you land on |
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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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Consumer Discretionary | |
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 | | Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen.
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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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Technology | |
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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Business Services | |
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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