A Shot In The Arm, A Trim In Tech, and A Very Expensive Handshake

One beaten-up stock finally got a headline it could use, one AI spender is trying to make layoffs and ambition coexist, and one chip name just landed a partner with serious market pull. Inside, we’ll show you which setup looks most stable, which one still feels like a proving ground, and where a patient entry could beat a fast one.

Earlier this year, a U.S. defense-linked consortium issued a request for proposals focused on nickel supply and processing capacity.

Now, one micro-cap subsea mining company has submitted a formal bid, putting itself into a supply chain conversation that’s growing increasingly urgent.

The backdrop: a push to secure domestic or allied sources of strategic materials used in advanced manufacturing and military systems.

It’s still early-stage, but this filing moves the story beyond a concept.

[View the Report]

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Futures are starting the month on a lighter note as traders lean into hopes that the Iran mess may cool off sooner than feared. Oil is backing off, yields are easing, and the market is acting like it wants to believe the worst of the panic might be taking a breather.

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Earnings (Premarket):
• ConAgra Brands, Inc. [CAG]
• Lamb Weston Holdings, Inc. [LW]
• MSC Industrial Direct Company, Inc. [MSM]
• UniFirst Corporation [UNF]
• Cal-Maine Foods, Inc. [CALM]
• Novagold Resources Inc. [NG]

Economic Reports:
• ADP jobs (March): 8:15 am
• U.S. retail sales, delayed report (Feb): 8:30 am
• Retail sales minus autos (Feb): 8:30 am
• S&P final U.S. manufacturing PMI (March): 9:45 am
• ISM manufacturing (March): 10:00 am
• Business inventories, delayed report (Jan): 10:00 am

Fed Speakers:
• St. Louis Fed President Alberto Musalem speaks: 9:05 am
• Fed governor Michael Barr speaks: 9:10 am

Novo Nordisk A/S (NYSE: NVO) finally got a headline that did not feel like another punch to the face. The stock moved higher after England’s drug price regulator recommended Wegovy for adults with overweight or obesity who have already had a heart attack, stroke, or serious circulation issue. That matters because it could widen access through the NHS and give the company a fresh growth lane beyond the usual weight-loss story.

After a rough year, the stock badly needed something that looked like progress instead of damage control. This update helps remind investors that Wegovy is not just about shrinking waistlines.

It is increasingly being viewed as a broader health tool that may help prevent costly medical problems, which is the sort of narrative shift that can help a bruised stock get back on its feet.

For you, the key is to keep it simple. This does not erase competition or growth concerns, but it does show Novo still has a product health systems want to expand, not cut back. That gives the story more support than it had a week ago.

My Take For You: If you are new, this looks more like a patient starter position than a chase. If you already own it, this headline is a reason to stay calm.

My Verdict: A steadier story than it was last week. Not a rocket ship, but the rebuild case looks a lot healthier now.

Oracle Corp (NYSE: ORCL) is trying to do two things at once, and neither is exactly subtle. It is cutting thousands of jobs while continuing to spend aggressively on AI infrastructure and data centers. Investors seemed to like the mix, mostly because layoffs can improve the near-term money picture while the AI push keeps the longer-term growth story alive. In simple terms, Oracle is trying to look leaner now while promising it will be bigger later.

The catch is that bigger dreams come with bigger bills. Oracle is spending heavily to stay relevant in the AI race, but it is not doing so from the easiest position. It is smaller than the biggest cloud players, and investors are still waiting to see whether all that spending turns into stronger profits or just a more expensive ambition. That makes the stock interesting, but not exactly easy to sleep on.

For you, the takeaway is simple. Oracle still has sticky customers and a real business people depend on, so this is not some random AI costume party. But it is still under pressure to prove the spending spree leads somewhere useful.

My Take For You: If you are interested, let the bounce cool first. If you already own it, stay measured and do not treat one green day like a full repair.

My Verdict: Worth watching, but still a proving story. More appealing on pullbacks than after a relief pop.

Oil has moved above $100 a barrel as tensions in the Middle East continue to reshape expectations across global energy markets.

While daily headlines can drive sharp swings, the bigger story may be what higher crude prices mean for select energy companies with strong cash flow and operating leverage.

Zacks has outlined three oil stocks that may be well positioned if elevated prices persist.

Read the report.

*The results listed above are not (or may not be) representative of the performance of all selections made by Zacks Investment Research's newsletter editors and may represent the partial close of a position. Access grants you a comprehensive list of all open and closed trades.
*This free resource is being sent by Zacks.com. We look for investment resources and inform you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms of Service".

Marvell Technology Inc (NASDAQ: MRVL) got a big boost after Nvidia said it would invest $2 billion in the company as part of a broader partnership around AI chips, networking, and the gear needed to move massive amounts of data. That is a meaningful headline because it tells investors Marvell is not just circling the AI trade from the outside. It is getting pulled closer to the center of where the spending is happening.

The appeal here is pretty easy to understand. Everyone likes to talk about the flashy chips, but AI systems also need the behind-the-scenes equipment that keeps data moving quickly without turning the whole setup into a giant space heater.

That is where Marvell comes in. The Nvidia tie-up gives it more credibility and makes the company look increasingly important as customers build out bigger and more complex AI systems.

For you, the main risk is still timing. News like this can draw in fast money, and semiconductor stocks are not famous for acting calm once excitement shows up. Still, this story feels tied to something real, not just hope wearing a shiny jacket.

My Take For You: If you missed the jump, do not chase it blindly. Wait for a calmer entry and see whether buyers stick around once the first excitement fades.

My Verdict: Strong setup with real support behind it. One of the better AI-adjacent names to keep on the radar.

nCino came in hot with an earnings beat, higher guidance, and a $100 million buyback, which is a pretty loud way of saying management likes what it sees. Contract growth also looked better, so the market is treating this like a real reset, not just a lucky quarter.

That said, a premarket pop this big can turn into a food fight once regular trading starts.

RH missed on earnings and revenue, then blamed tariffs and weather for part of the mess. Fair enough, but the market was not interested in excuses, and the stock got thrown down the stairs before breakfast.

The long-term story is still alive, but right now this name looks like a rich person’s couch with one leg missing.

Nike beat on the quarter, then ruined the mood by warning that sales are expected to fall this quarter. China looks weak, the turnaround is taking longer than hoped, and investors responded by unlacing the stock in a hurry.

This is still a giant brand, but giant brands can drift lower too when the outlook starts limping.

As conflict headlines dominate the news, a bigger opportunity may be forming behind the scenes.

SpaceX has become deeply embedded in U.S. defense infrastructure across all military branches. But its next move could impact investors far more than geopolitics.

There’s increasing talk that Elon Musk may eventually take the company public.

If it happens, it could become one of the most significant IPOs in market history.

Some investors are already looking for ways to position ahead of that possibility.

See How They’re Doing It Here

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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