One headline hints your chatbot may start showing ads, one software name just proved boring can still pay, and one AI infrastructure supplier keeps posting clean beats. We’ll show you what to buy only after it holds, what to start on a dip, and what not to chase on hype.
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Futures at a Glance📈
Futures are drifting lower after yesterday’s rebound, with traders still glued to the U.S.-Iran headlines even as nerves cool a bit. Oil has stabilized for now, but tariffs and jobless claims are back on deck, and a busy earnings slate from retailers and tech is ready to move the mood again.
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What to Watch
Earnings (Premarket):
• Canadian Natural Resources Limited [CNQ]
• Ciena Corporation [CIEN]
• Kroger Company [KR]
• JD.com, Inc. [JD]
• Burlington Stores, Inc. [BURL]
Earnings (Aftermarket):
• Costco Wholesale Corporation [COST]
• Petroleo Brasileiro S.A. - Petrobras [PBR]
• Marvell Technology, Inc. [MRVL]
Earnings (Time Not Supplied):
• Alibaba Group Holding Limited [BABA]
Economic Reports and Fed Speakers:
• Initial jobless claims (Feb. 28): 8:30 am
• U.S. productivity (Q4): 8:30 am
• Import price index (Jan): 8:30 am
• Import price index minus fuel (Jan): 8:30 am
• Fed Vice Chair for Supervision Michelle Bowman speaks: 1:15 pm
• Chicago Fed President Austan Goolsbee speaks: 7:00 pm
Advertising Tech
Trade Desk Inc Might Help Sell Ads in ChatGPT, and Wall Street Smells a New Paycheck
Trade Desk Inc [TTD] is popping because OpenAI reportedly held talks about using it to help sell ads on ChatGPT. Translation: the biggest chatbot on earth may be turning into a billboard, and TTD is getting invited to the early planning meeting.
This is a classic market reaction. Investors hear new ad inventory and immediately start doing back-of-the-napkin math like they are running a lemonade stand. If ChatGPT becomes a real ad channel, the companies that place and measure ads can get a boost from the excitement alone.
The catch is this is still early talk, not a signed contract. And TTD has already been through a rough year, so it can swing hard when sentiment changes. If the story cools off or the market decides the ad plan is farther away, the stock can give back the pop just as quickly.
My Take For You: Treat this like a headline trade for now. Start small, take profits on strength, and do not chase if it runs.
My Verdict: Interesting catalyst, but it needs proof. Fun on pullbacks, not a blind buy on hype.
Healthcare Software
Veeva Systems Beats the Quarter and Reminds Everyone Boring Can Be Beautiful
Veeva Systems Inc [VEEV] delivered a strong quarter, beating expectations and keeping margins fat. In a market that has been allergic to software drama, Veeva is the rare name that shows up, does its job, and does not set the kitchen on fire.
The simple story is that Veeva sells software to life sciences companies that actually need it. These customers do not wake up and randomly cancel critical tools because a new app trend showed up on social media. That steadiness is why Veeva often acts like a grown-up when the rest of tech is acting like a toddler.
The main risk is timing. After a nice pop, you can get a little cooling off as traders take profits and wait for the next catalyst. But if the market stays jittery, stable software with strong results tends to attract patient money.
My Take For You: Do not chase the first jump. Start small on a dip and add only if it holds up for a few days.
My Verdict: Buy-list quality. Not flashy, but reliable, which is underrated right now.
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Semiconductors
Credo Technology Keeps Printing Beats and the AI Plumbing Trade Stays Alive
Credo Technology Group Holding Ltd [CRDO] beat earnings and revenue again, and the stock is bouncing because the AI buildout still needs more than just the headline chips. Think of Credo as the behind-the-scenes wiring that helps the whole AI server party run without tripping the breaker.
The market likes this kind of story because it feels like a picks-and-shovels play. Even if investors argue about the big chip names, the data still has to move, and it has to move fast. Credo lives in that lane, which is why it can catch a bid when results land clean.
The catch is that the stock has been volatile, and it has already had big runs in the past. When a name moves fast, it can also pull back fast, especially if the market goes risk-off for macro reasons. So the entry matters more than being right about the trend.
My Take For You: If you want in, wait for a pullback and buy in pieces. If you own it, trim a little on sharp strength.
My Verdict: Solid theme, but high-speed stock. Great on dips, dangerous at the top.
Poll: You discover a sealed box in your attic. Which would you most hope is inside?
Movers and Shakers
Broadcom Inc [AVGO]: Premarket Move: +7%
Broadcom Inc [AVGO] is popping after the CEO basically said AI money could get cartoonishly large, and the market loves a big number almost as much as it loves a big chip.
When a mega-cap starts talking like a growth stock again, traders suddenly remember how to smile.
My Take: Do not chase the first jump. If it holds gains after the open, start small, and add only on a pullback.
Astera Labs Inc [ALAB]: Premarket Move: +5%
Astera Labs Inc [ALAB] is bouncing after a rough stretch, which is the stock market’s version of taking a breather after sprinting up a hill.
AI plumbing names can move fast in both directions, and this one has been proving it.
My Take: Treat it like a rebound attempt, not a victory lap. Start small only if it stays green through the morning.
StubHub Holdings Inc [STUB]: Premarket Move: -8%
StubHub Holdings Inc [STUB] is sliding after a bigger loss and softer outlook, plus the brutal comparison to last year’s Taylor Swift boost.
Turns out it is hard to lap the Eras Tour twice.
My Take: Let it settle first. If it stabilizes later, you can nibble, but if it keeps bleeding, stay patient.
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Everything Else
Treasury yields are wobbling as investors game out how long the U.S.-Iran war risk stays in the pricing mix.
A judge just told U.S. Customs to start processing refunds on illegal Trump tariffs, which is basically a receipt season for corporate America.
Asia markets were choppy as traders watched China’s Two Sessions and tried not to panic-scroll every geopolitical headline.
Nvidia’s CEO said the company likely cannot invest $100B in OpenAI because of the IPO, which is a reminder that even giants have checkbook limits.
Broadcom guided Q2 revenue above estimates, keeping the AI chip party alive and giving tech bulls a reason to grin.
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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