A Chip Feast, a Mailroom Ceasefire, and a CFO for the Afterparty

One tech giant just strengthened its claim on the AI spending wave, one logistics-heavy name made a smart boring move that investors should appreciate, and one enterprise player is trying to reassure the market that all this AI spending will not end with a hangover. We’ll show you where the long-term story still looks solid, and where waiting for more proof may still be the grown-up move.

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Futures are backing off as ceasefire hopes get a little shakier and Trump’s Iran deadline starts feeling a lot more real. The market still wants this to end with a handshake, but this morning it looks like traders are preparing for a door slam instead.

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Earnings (Aftermarket):
• Levi Strauss & Co. [LEVI]
• The Greenbrier Companies, Inc. [GBX]
• Aehr Test Systems [AEHR]
• Phoenix Education Partners, Inc. [PXED]
• Skillsoft Corp. [SKIL]
• Xcel Brands, Inc. [XELB]

Earnings (Time Not Supplied):
• Village Super Market, Inc. [VLGEA]

Economic Reports:
• Durable-goods orders (Feb): 8:30 am
• Durable-goods orders minus transportation (Feb): 8:30 am
• Consumer credit (Feb): 3:00 pm

Fed Speakers:
• Chicago Fed President Austan Goolsbee speaks: 12:35 pm
• Fed Vice Chair Philip Jefferson speaks: 5:50 pm

Broadcom Inc [AVGO] is getting a boost because it just signed up for a very long stretch of AI business with Google, and in this market that is about as welcome as hearing your favorite restaurant takes reservations through 2031.

The big idea is that Broadcom is not just helping with today’s chip scramble. It is helping build the next several rounds of Google’s custom AI gear, which gives investors the kind of visibility they tend to treat like gold-plated comfort food.

That matters because Broadcom already sits in the center of the AI spending frenzy, but this deal makes the story feel stickier and less theoretical. It also helps remind everyone that the AI race is not only about the loudest chip brand in the room.

There is a whole ecosystem of companies making the pipes, parts, and brains behind these systems, and Broadcom keeps showing up with a name tag on the guest list. Add in the Anthropic angle and suddenly this looks like one of those stories where the company keeps finding itself near the biggest wallets in tech.

For you, the move is not to get hypnotized by the headline and forget the stock is already enormous and well-loved. Great businesses can still have expensive moods.

My Take For You: Fine to own or start slowly on weakness, but do not chase a small after-hours pop like it is your last seat on the plane.

My Verdict: Strong AI plumbing, strong partner list, strong setup. Still attractive, just not exactly hiding in the discount bin.

Amazon.com Inc [AMZN] is not moving much, but the USPS deal matters more than the sleepy stock reaction suggests. The new agreement keeps about 80% of package volume with the Postal Service, which is a much less dramatic outcome than the market feared.

Amazon avoided turning a key delivery partner into a full-blown ex while still keeping room to build out more of its own network. That is a pretty tidy bit of corporate relationship management.

The bigger story here is that Amazon keeps showing it wants flexibility, not a messy all-or-nothing divorce. It still plans to expand its own delivery reach, especially in rural areas, but not so aggressively that it has to replace every last mailbox-friendly route tomorrow morning.

That is good for Amazon because it preserves optionality, good for USPS because it avoids financial panic, and good for investors because it keeps the logistics engine looking more practical than theatrical. Sometimes the smartest growth move is not blowing up the old system before the new one is fully paved.

For you, this is not the kind of headline that makes the stock go vertical, but it is the kind that helps the longer story stay clean. Quietly useful beats loudly reckless.

My Take For You: Not a chase headline, but a nice one for anyone already constructive on the stock. Better for confidence than fireworks.

My Verdict: Boring in a good way. Solid logistics housekeeping that keeps the long game intact.

Right now, one company is quietly powering critical operations across the U.S. military.

That company is SpaceX.

But the real story may be what happens next.

There’s growing speculation that Elon Musk could bring SpaceX public in the future.

Events like this don’t happen often—and when they do, early access matters.

Some believe this could be one of the biggest investment opportunities of the decade.

Learn how to position ahead of it

Oracle Corp [ORCL] hired a new CFO, and the timing tells you exactly what investors have been worrying about. The company is spending huge amounts to bulk up its AI and cloud infrastructure, and while the growth story sounds exciting, the bill has started looking like it arrived before dessert.

Bringing in a finance chief with heavy infrastructure and energy experience is Oracle’s way of saying yes, we know the tab is big, and yes, we would like an adult watching it.

That does not magically fix the concerns. Oracle still has a lot to prove on capital discipline, free cash flow, and whether all this AI build-out turns into lasting returns instead of just very expensive ambition.

But the hire does make the story feel a bit more grounded. Investors like vision, but they also like somebody in the room who knows where the exits are and can read a balance sheet without sweating through their shirt. In that sense, this is less about glamour and more about reassurance.

For you, the move is to treat this as a stabilizing headline, not a victory parade. The company still has to show the spending spree leads somewhere useful.

My Take For You: Worth watching on dips if you like the AI infrastructure angle, but let the numbers do more of the convincing.

My Verdict: Helpful hire, cleaner optics, still a prove-it story. Better setup than before, but not a free pass.

Mach is getting clipped because a big secondary offering just showed up, and nothing says buzzkill like extra units hitting the market before breakfast. The company is not selling them, but supply is supply, and traders usually do not throw a parade for dilution-adjacent headlines.

That fat yield still gets attention, but this morning the market is focused on the extra paper, not the income story.

Alignment is ripping because the market seems to have remembered that beating on revenue and earnings is still a nice trick, even if the guidance came in wearing a wet blanket. The bigger long-term story is still growth, margin improvement, and the hope that the tech-heavy care model keeps getting more efficient.

This looks like a classic stock saying thanks for the caution, but I’m going up anyway.

Humana is bouncing because investors like the CGM expansion story and the idea that broader coverage could help it look a little more innovative in a pretty cranky sector. After a rough stretch, that is enough to make buyers show up with some energy.

There are still legal and margin headaches hanging around, but for today the market seems happy to focus on the healthcare upgrade instead of the paperwork.

Rising geopolitical tensions have pushed oil sharply higher — and renewed focus on energy equities.

For investors, the key question is which companies could thrive if prices remain elevated.

Zacks’ latest report reviews three oil stocks worth attention in this environment.

[Access the report]

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That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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