Good MorningEquities pushed higher Tuesday in a session defined by one central tension: a hot wholesale inflation print against growing optimism that U.S.-Iran diplomacy can still produce a longer-term ceasefire. Tech leadership carried the Nasdaq to a 10th consecutive day of gains, its longest streak since 2021, while the S&P 500 crept back toward its late-January peak, effectively erasing the war-driven drawdown.
The March PPI came in at 0.5% month-over-month, with energy costs driving the sharpest surge in final demand goods in nearly three years. That complicates the Fed's rate path at a moment when oil is falling on ceasefire hopes but remains structurally elevated by the Strait of Hormuz disruption. Chicago Fed President Goolsbee signaled Tuesday that cuts may need to wait, reinforcing a "higher for longer" posture.
JPMorgan kicked off bank earnings with record trading revenue and a 28% jump in investment banking fees, though it quietly trimmed full-year net interest income guidance. Citigroup posted its strongest quarterly revenue in a decade, with profits up 42%, while Wells Fargo disappointed after investors raised the bar following its asset-cap removal. Traders are watching the April 21 ceasefire expiration, mid-week bank earnings, and whether oil can hold below $100. Featured: Washington Thinks They Own Your Bank Account (Ad) 
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Finance | |
Axis Capital (NYSE: AXS) is not a household name—unless you insure against cyber, marine, aviation, political, or professional risks. But this specialty insurer and reinsurer might be worth considering for your portfolio.
After years of repositioning itself around higher-margin lines of business, t... Read the Full Story |
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From Our Partners | | SpaceX's IPO raised approximately $85.7 billion in gross proceeds. Days later, the company revealed its combined chip demand with Tesla could exceed one terawatt of compute, far beyond current global supply.
One small public company has built a dinner-plate-sized AI chip designed to sidestep traditional GPU architecture, potentially positioning it as a target for Musk's expanding compute needs.
A January 1, 2027 defense-sourcing restriction on strategic materials adds urgency to the timeline. | | See the tiny AI stock inside Elon Musk's supply gap |
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Healthcare | |
Johnson & Johnson’s (NYSE: JNJ) price action entered consolidation in early March. While it may continue moving sideways or even pull back further, those moves are unlikely, given a convergence of factors.
Price action and accelerating growth suggest the March pullback is a continuati... Read the Full Story |
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Consumer Discretionary | |
A seismic event is shaking the foundations of the artificial intelligence (AI) hierarchy. For months, the consensus on Wall Street was that the AI race was Microsoft’s (NASDAQ: MSFT) to lose. Now, that assumption is being shattered.
Reports of a deep fracture in the critical Microsoft-OpenAI allian... Read the Full Story |
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Markets | |
The semiconductor sector is on fire. While the broader market has spent much of 2026 navigating volatility, the VanEck Semiconductor ETF (NASDAQ: SMH), the most widely followed sector benchmark, has surged over 20% year to date.
The ETF holds many of the largest semiconductor companies listed in th... Read the Full Story |
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Technology | |
On a day when many of the market’s largest companies are seeing heavy trading, a well-known name in the artificial intelligence (AI) space, Coreweave (NASDAQ: CRWV), is moving billions of dollars in shares. A price hike of over 9% on volume that eclipses its daily average commands attention. This l... Read the Full Story |
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From Our Partners | | A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big Tech and Washington policymakers. It can be trucked to a data center, military base, or industrial site and deliver reliable power for years without grid access.
A key government milestone expected this August could bring significant visibility to this space. One small stock sits at the center of it. | | Read the full breakdown and see which stock to watch now |
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Finance | |
JPMorgan’s (NYSE: JPM) stock price appears to be range-bound, but only when looking at the daily chart. As with life, the charts are all about perspective, and JPMorgan’s price action is very bullish for long-term, buy-and-hold investors and dividend compounders. Pulling out to the monthly chart vi... Read the Full Story |
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Industrials | |
Fastenal’s (NASDAQ: FAST) stock price slipped after its Q1 2026 earnings report, opening a buying opportunity for investors. Five reasons investors should think fast and gobble up this opportunity include double-digit growth, strong margins, cash flow, capital returns, and sell-side support.
Toget... Read the Full Story |
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Communication Services | |
Investors seem to believe that Meta Platforms (NASDAQ: META) is making up ground in the artificial intelligence (AI) race following the disappointing results of its Llama models.
In April, the Magnificent Seven member released its latest AI model called Muse Spark. In the two days following that e... Read the Full Story |
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Consumer Discretionary | |
After months of frustration, Amazon.com Inc (NASDAQ: AMZN) is finally showing signs of life. Shares of the tech giant are currently trading around $240, up from $200 in the last week of March, marking a 20% rally in just a few weeks and the stock’s best run in months. That move has taken Amazon bac... Read the Full Story |
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Industrials | |
The most anticipated IPO in market history is no longer speculation. SpaceX filed a confidential draft registration with the SEC on April 1, targeting a $1.75 trillion valuation and a roughly $75 billion raise that would dwarf Saudi Aramco's 2019 record. A June Nasdaq listing is the current timeli... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day Cheniere Energy, Inc., an energy infrastructure company, primarily engages in the liquefied natural gas (LNG) related businesses in the United States. It owns and operates the Sabine Pass LNG terminal in Cameron Parish, Louisiana; and the Corpus Christi LNG terminal near Corpus Christi, Texas. The company also owns Creole Trail pipeline, a 94-mile natural gas supply pipeline that interconnects the Sabine Pass LNG Terminal with several interstate and intrastate pipelines; and operates Corpus Christi pipeline, a 21.5-mile natural gas supply pipeline that interconnects the Corpus Christi LNG terminal with various interstate and intrastate natural gas pipelines. It is also involved in the LNG and natural gas marketing business. The company was incorporated in 1983 and is headquartered in Houston, Texas. | | View Today's Stock Pick |
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