Good MorningEquities turned defensive Monday as a chaotic weekend in the Gulf flipped last week's peace trade on its head, pulling energy supply back to the center of positioning. The central tension is unchanged: a market priced for de-escalation versus an Iran conflict that keeps refusing to end. The S&P 500 entered near record highs after a 12-day Nasdaq win streak, leaving little cushion for fresh geopolitical risk.
WTI surged more than 5% to roughly $88 after the U.S. Navy seized an Iranian cargo vessel and Tehran reversed its Strait of Hormuz reopening, with Brent firming near $95. With the ceasefire set to expire Wednesday, the rates calculus tilts back toward higher-for-longer, reinforcing the quality rotation strategists flagged Friday.
Energy majors and defense primes led as crude reclaimed the bid and escalation risk reasserted itself. Airlines and consumer discretionary slid as fuel costs threatened margin durability into upcoming prints. Steel Dynamics reported after the close, opening an earnings week that will see several regional banks report, testing whether higher oil is feeding loan stress. Traders are watching Wednesday's ceasefire deadline, March retail sales on Tuesday, and whether NVIDIA's leadership holds as energy reclaims the bid. Featured: Better than SpaceX? Grab this ticker instead. (Ad) 
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Medical | |
While many investors focused on the annual 4/20 holiday, expecting the usual buzz around marijuana stocks, a quiet revolution was unfolding in Washington. Over a weekend when most of the market was logged off, the administration issued a bombshell executive order designed to fast-track psychedelic ... Read the Full Story |
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From Our Partners | | When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost. | | Get the SpaceX infrastructure stock name and ticker here |
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Medical | |
Some of the United States' most well-known companies are delivering dividend increases to investors. Notably, these names are supplementing their already meaningful yields, which range from 2% to 4%. Despite differing performance, these firms are holding true in their commitments to return more cap... Read the Full Story |
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Technology | |
The AI rally that stalled earlier this year came roaring back, with some tech stocks posting gains close to 50% in a single week. For investors trying to make sense of the whipsaw, Louis Navellier of InvestorPlace has a simple explanation: the fundamentals never broke. The earnings revisions did. A... Read the Full Story |
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From Our Partners | | When the railroads launched in the 1860s, Andrew Carnegie didn't profit by riding the trains - he got rich owning the steel rails they ran on. The same dynamic may be playing out today around the anticipated $1.75 trillion SpaceX IPO.
Analyst Michael Robinson has identified a tiny, under-the-radar supplier - just 1/60th the size of SpaceX - that he believes sits at the center of Elon Musk's broader AI infrastructure buildout. Once SpaceX goes public this June, Robinson argues Wall Street will inevitably spotlight this overlooked vendor. | | Watch Robinson's presentation and see the details before the IPO window closes |
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Technology | |
Microsoft Corp. (NASDAQ: MSFT) saw a slight bid last week as bulls hoped the conflict with Iran was nearing a conclusion. That didn’t stop several analysts from lowering their price targets on the stock.
During the week of April 13-17:
Piper Sandler dropped its price target to $500 from $600.
Mizuh... Read the Full Story |
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Technology | |
Oracle (NYSE: ORCL) was among the hardest hit during the SaaS AI-disruption fear sell-off, but its bottom is in, and a robust rebound lies ahead. While Oracle is a Software-as-a-Service (SaaS) stock, it is not an SaaS play, having invested heavily in the cloud and AI. Today, Oracle is a hybrid SaaS... Read the Full Story |
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From Our Partners | | In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it coming — but those who did walked away wealthy.
Trump holds that same legal authority today. Advisors close to the administration believe he may use it.
If he does, the transfer moves fast. The window to position yourself on the right side is already closing. | | Get the free report now |
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Manufacturing | |
Aeluma’s (NASDAQ: ALMU) market is laser-focused on fresh highs, as its execution strategy and pathway to commercialization have been accelerated. A contract from the U.S. government worth $4 million provided non-dilutive funding to accelerate the conversion of its semiconductor heterogeneous integr... Read the Full Story |
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Consumer Discretionary | |
Insiders are making moves in one top-performing artificial intelligence (AI) stock and two high-profile names experiencing massive drawdowns. This includes multiple CEOs buying what is arguably the world’s most recognized name in the apparel industry. See the positive and negative signals that thes... Read the Full Story |
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Finance | |
Since the early 2000s, a single regulatory rule has quietly kept millions of retail traders on the sidelines, preventing them from taking several day trades within a specified time frame. But, on April 14, 2026, the SEC made it official: the Pattern Day Trading (PDT) rule is gone.
What Is the PDT R... Read the Full Story |
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Transportation | |
Car rental and used car stocks are seeing a wide divergence in their performance. Three notable names across these industries are Avis Budget Group (NASDAQ: CAR), CarMax (NYSE: KMX), and Carvana (NYSE: CVNA). Among them, 52-week returns stretch from falls of 30% to gains of nearly 500%. Let’s break... Read the Full Story |
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Technology | |
Shares of D-Wave Quantum Inc. (NYSE: QBTS) gained nearly $8 over a five-day period in mid-April, rising about 54% in the process.
Good news for a company that has been plagued by a stagnating share price so far this year, right?
Zooming out to look at the quantum computing industry as a whole, it... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Rocket Lab USA, Inc., a space company, provides launch services and space systems solutions for the space and defense industries. The company provides launch services, spacecraft design services, spacecraft components, spacecraft manufacturing, and other spacecraft and on-orbit management solutions; and constellation management services, as well as designs and manufactures small and medium-class rockets. It also designs, manufactures, and sells Electron, a reusable orbital-class small rocket; and the Photon satellite platforms, as well as developing the Neutron 8-ton payload class launch vehicle; conducts remote launch activities; and designs and manufactures a range of components and subsystems for the Photon family of spacecraft and broader merchant spacecraft components. The company serves commercial, aerospace prime contractors, and government customers. Rocket Lab USA, Inc. was founded in 2006 and is headquartered in Long Beach, California. | | View Today's Stock Pick |
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