Iran Claims Violations, Oil Disagrees, and Stocks Rise for a Second Day

The ceasefire is two days old and already being tested, but the market has decided that a fragile deal is still better than no deal, and Thursday's session reflected exactly that logic.

Oil bounced back, stocks held their gains, and the session produced some of the biggest single-stock moves of the week on earnings and clinical news that had nothing to do with the Strait of Hormuz. Today's Closing Bell has every move worth knowing.

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Stocks rose for a second straight day on Thursday as the market decided that a fragile ceasefire is still worth buying, even as oil climbed back above $95 and Iran accused the U.S. of violating the agreement.

The S&P held gains after an early dip on the oil bounce, then recovered as Israeli Prime Minister Netanyahu confirmed Israel has agreed to open direct negotiations with Lebanon, giving the market a fresh diplomatic signal to trade on.

The core PCE inflation print for February came in right at expectations, which was exactly the kind of data point a market trying to hold a relief rally wanted to see.

Tesla (NASDAQ: TSLA) is working on a new, smaller, cheaper electric SUV, and this is more important than it sounds.

For a while, Tesla moved away from affordable cars and leaned hard into robotaxis, AI, and futuristic bets. That made sense on paper, but it left a gap in the lineup that competitors were happy to fill. Now it looks like Tesla might be circling back.

This Feels Like a Strategy Correction

The new vehicle is expected to be smaller than the Model Y and designed to cost less. That alone changes the conversation.

Tesla built its brand on the idea of eventually making EVs accessible to more people. Then it paused that mission. When you look at this, it feels like the company is admitting that skipping the mass market might not have been the best move.

It Is Trying to Do Both Things at Once

What makes this interesting is how Tesla is thinking about the car. It is not just a cheaper EV. It could be built to work with future autonomous systems while still being usable as a regular car. That is classic Tesla. Build for the future, but sell in the present.

That is where your view shifts a bit, because Tesla is no longer choosing between AI and traditional cars; it is trying to blend both. After all the talk about robotaxis and robots, Tesla might be going back to something much simpler, building a car that more people can actually buy.

The Walt Disney Company (NYSE: DIS) is preparing to cut around 1,000 jobs, mostly in its marketing division, as part of another round of cost-cutting.

On the surface, it looks like a continuation of what the company has already been doing for the past few years. But the timing makes it more important.

This Is About Control and Simplification

Disney recently centralized its marketing under one leader across all divisions, entertainment, sports, and parks. That alone is a major shift for a company that used to operate in silos. Now the layoffs follow that change.

When you look at this, it feels less like cost-cutting and more like restructuring how the company actually operates day to day. Fewer teams, more centralized control, faster decision making.

The Bigger Transformation Is Still Ongoing

Disney has already gone through layoffs before, but the fact that cuts are still happening tells a clear story. The reset is not finished. What stands out to you is the consistency. Disney is not making one big change and stopping; it is continuing to refine itself piece by piece.

And when a company like Disney keeps adjusting at this level, it usually means it is aiming for something much more focused than what it used to be.

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.

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Amazon (NASDAQ: AMZN) just announced it will stock Eli Lilly's new weight loss pill at kiosks located inside its primary care clinics. Roughly half of U.S. customers will get same-day delivery.

Everyone else gets it within four days. Amazon is also already stocking a rival weight loss pill from Novo Nordisk at select California locations.

Amazon is not just filling prescriptions anymore. It is positioning itself as the default pickup point for the most in-demand drugs on the market.

Why Pills Change Everything

Weight loss injections need refrigeration, which limits where they can be stocked and sold. Pills do not. That simple difference opens up a massive expansion opportunity for Amazon. It can suddenly offer these medications through kiosks, same-day delivery, and a much wider distribution network.

You take something that used to require a specialty pharmacy and make it as convenient as picking up a prescription at a clinic. That is how Amazon turns healthcare friction into a competitive advantage.

The Weight Loss Market Is the Entry Ticket

GLP-1 drugs are the most talked-about medications in a generation. Being the go-to pharmacy for these products means Amazon becomes the entry point for millions of new customers into its broader healthcare ecosystem.

You come for the weight loss pill. You stay for everything else Amazon wants to sell you next.

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Zentalis Pharmaceuticals [ZNTL] $4.46 (+61.41%)

Zentalis announced it has selected the pivotal dose for azenosertib, its WEE1 inhibitor targeting Cyclin E1-positive platinum-resistant ovarian cancer, a disease with very limited treatment options and no approved competitors in this biomarker-selected population.

The dose selection clears the path to a potential accelerated approval filing and the DENALI Part 2 topline readout expected by year-end 2026, which is the kind of de-risking milestone that moves a biotech this size hard and fast.

Forte Biosciences [FBRX] $33.63 (+28.02%)

Forte announced the pricing of a $150 million share offering at $26.27 per share, which is the kind of large capital raise that gets repriced as a vote of confidence when the stock then trades above the offering price.

The funds will support advancement of its lead clinical program, and the market interpreted the raise as validation of the pipeline rather than dilution to be feared, pushing the $470 million Strong Buy-rated stock well above the offering price on volume running at more than 7x average.

York Space Systems [YSS] $35.74 (+27.87%)

York Space stock surged as the broader risk-on session lifted aerospace and defense names while the ceasefire simultaneously removed concerns about supply chain disruptions that had been weighing on satellite launch schedules.

The company recently secured contracts with the Pentagon and has been benefiting from the AI-driven demand for low-Earth orbit infrastructure.

Simply Good Foods [SMPL] $11.64 (-19.26%)

Simply Good Foods slashed its full-year sales guidance by more than 10 percentage points, and booked a $249 million impairment charge on the Atkins and OWYN brands it has been building its growth strategy around.

Management acknowledged fundamental structural problems, and an OWYN product quality issue, which is the kind of multi-problem quarter that forces a complete narrative reset.

Texas Pacific Land [TPL] $376.37 (-16.04%)

TPL is one of the largest landowners in the Permian Basin and was the S&P 500's best-performing stock in February, gaining 45% as oil surged on the Iran war.

Thursday's drop is the war trade continuing to reverse as the ceasefire reduces the oil price premium that had been driving royalty revenue expectations, and a stock that gained 45% in a single month on a commodity thesis tends to give it back fast when that thesis softens.

Qualys [QLYS] $75.38 (-13.71%)

Qualys reported earnings that missed revenue estimates and gave forward guidance below what analysts had been modeling, a double miss that hit the stock hard in a session where the macro backdrop should have been supportive.

The cybersecurity company cited enterprise budget scrutiny as a headwind to new business growth, which is a concerning signal heading into a full earnings season.

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