Good MorningWednesday's optimism over an end to the Iran conflict evaporated after President Trump's primetime address promised weeks of continued escalation. The session opened sharply lower as crude surged near $112 per barrel, but equities clawed back most of the deficit after reports that Iran and Oman are drafting a protocol to monitor Strait of Hormuz traffic. The recovery was defensive in character: energy, utilities, and real estate led, while consumer discretionary lagged, positioning that reflects higher-for-longer oil rather than a quick resolution.
The crude spike reintroduced an inflation problem the Fed cannot solve with monetary tools. With energy costs feeding into input prices and consumer spending, rate relief remains off the table until the geopolitical picture clarifies, leaving markets trapped between war premium and recession risk.
Tesla slid after Q1 deliveries missed expectations, with a 50,000-unit inventory build raising demand questions. SpaceX's confidential IPO filing injected fresh energy into the space sector, while Amazon's reported $9 billion pursuit of Globalstar escalated the satellite broadband race.
Markets are closed today for Good Friday, but March nonfarm payrolls drop at 8:30 a.m. into that silence. Traders are watching whether the number confirms labor market deterioration or offers a reprieve, with no ability to react until Monday's open. Featured: 100% overnight gains? (Ad) 
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Consumer Discretionary | |
All eyes are on the initial public offering (IPO) calendar as one of 2026’s most highly anticipated debuts prepares for its launch.
On April 1, CNBC reported that Tesla (NASDAQ: TSLA) and Neuralink CEO Elon Musk confidentially filed an IPO for SpaceX with the U.S. Securities and Exchange Co... Read the Full Story |
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From Our Partners | | A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years.
While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million.
One company controls the entire supply chain behind this discovery. | | See the ticker behind this Grand Canyon energy breakthrough now |
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Markets | |
With the AI landscape constantly shifting, investors may not feel confident selecting individual companies in the space to target. Fortunately, a selective investment in a handful of AI-focused exchange-traded funds (ETFs) can offer broad exposure to this fast-growing space, including everything f... Read the Full Story |
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Technology | |
CrowdStrike Holdings Inc. (NASDAQ: CRWD) has heard the words Anthropic or Claude Code more than it would like. CRWD stock is down about 16% in 2026. Most of that drop had to do with the general malaise with frothy technology stocks.
Just as CRWD stock was beginning to hit its stride, it got der... Read the Full Story |
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From Our Partners | | Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.
A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful. | | See the 7 stocks on the watchlist while it's still free |
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Consumer Staples | |
Down more than 60% from its highs, Conagra (NYSE: CAG) stock certainly presents risks. The forces that undercut market sentiment may persist, and stock prices may continue their decline. However, signals such as stabilizing business, cash flow, and the wicked-hot value suggest now is a good time t... Read the Full Story |
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Consumer Discretionary | |
Nike (NYSE: NKE) stumbled and fell, but now it is amid a turnaround that is gaining traction. However, the headwinds are fierce, and the turnaround is taking longer than expected, leaving the market vulnerable to a deeper decline.
The primary takeaway from the fiscal Q3 2026 report is that weak... Read the Full Story |
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From Our Partners | | Nvidia has invested more than 7 billion dollars into a light speed device that could reshape how AI systems operate.
Bill Gates put in over 200 million of his own money, while BlackRock, Vanguard, Morgan Stanley and Norway's sovereign wealth fund are positioning around it. Related stocks have already climbed 133 percent, 217 percent and 320 percent.
Wall Street analyst Jason Bodner, who called Nvidia at 4.50, is sharing his top pick tied to this trend at no cost. | | Click here to see Jason Bodner's free AI stock pick |
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Consumer Staples | |
Lamb Weston (NYSE: LW), the king of frozen potatoes for both residential and commercial markets, scored a double beat in its Q3 FY2026 earnings report on April 1.
But investors continue to freeze out LW stock, which is down over 8% in 2026 so far. The chart, however, shows that much of the bad ... Read the Full Story |
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Healthcare | |
In a powerful demonstration of financial strength and strategic foresight, Eli Lilly and Company (NYSE: LLY) recently committed over $10 billion to two major initiatives in just a matter of days. While many market participants remain focused on Eli Lilly’s current dominance in the diabetes a... Read the Full Story |
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Consumer Discretionary | |
PVH Corp.'s (NYSE: PVH) stock price has struggled for years, but the bottom is in, and the potential for recovery grows. The fiscal Q4 2026 earnings report reflects the enduring power and quality of its brands, Hilfiger and Calvin Klein, as its return to growth was sustained and accelerated.
Hi... Read the Full Story |
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Materials | | A geopolitical shockwave has rippled from the Middle East to the global commodities market, sending aluminum prices to levels not seen in years. Recent drone strikes on critical aluminum smelting facilities have abruptly choked off a significant source of global supply, creating an immediate and pow... Read the Full Story |
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Energy | |
Valero Energy (NYSE: VLO) has established itself as a market leader in the energy sector, delivering impressive performance for investors. Valero Energy’s stock price has risen approximately 45% year to date, trading near its 52-week high of $258.43. This consistent upward momentum is rooted... Read the Full Story |
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Friday's Early Bird Stock Of The Day Ondas Holdings Inc., through its subsidiaries, provides private wireless, drone, and automated data solutions. It operates in two segments, Ondas Networks and Ondas Autonomous Systems. The company designs, develops, manufactures, sells, and supports FullMAX, a software defined radio (SDR) platform for wide-area broadband networks. Its FullMAX SDR platform enables secure and reliable industrial-grade connectivity for truly mission-critical applications. The company also offers Optimus, an AI-powered drone with imaging payloads; the Airbase, a ruggedized weatherproof base station for housing, data processing, and cloud transfer; Insightful, a secure web portal and API, which enables remote interaction with the system, data, and resulting analytics anywhere in the world; and the Raider, a counter-drone system for security and the protection of critical infrastructure, assets, and people from the threat of hostile drones. It serves users in rail, energy, mining, agriculture, public safety, critical infrastructure, and government markets in the United States and internationally. The company is headquartered in Waltham, Massachusetts. | | View Today's Stock Pick |
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