What Looks Cheap, What Still Has Pricing Power, and What AI Demand Needs Next

This batch gives you three very different setups: a former market favorite trying to earn back trust, an airline doubling down where margins are best, and a tech giant tackling the energy constraints behind the AI boom. We’ll break down which story is early, which one is working, and where the risk still sits.

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Futures are edging higher after Wall Street shook off the latest U.S.-Iran peace-talk wobble and clawed back its war-era losses. Oil has cooled a touch after Monday’s spike, while traders turn their eyes toward big bank earnings to see if this rebound still has legs.

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Earnings (Premarket):
• J P Morgan Chase & Co [JPM]
• Johnson & Johnson [JNJ]
• Wells Fargo & Company [WFC]
• Citigroup Inc. [C]
• BlackRock, Inc. [BLK]

Earnings (Aftermarket):
• Equity Bancshares, Inc. [EQBK]
• Mama's Creations, Inc. [MAMA]
• Gloo Holdings, Inc. [GLOO]

Economic Reports:
• NFIB optimism index (March): 6:00 am
• Producer price index (March): 8:30 am
• Core PPI (March): 8:30 am
• PPI year over year: 8:30 am
• Core PPI year over year: 8:30 am

A CEO at a consumer platform just sold $1.47 million worth of stock, and a semiconductor finance chief sold another $1.83 million the day before. These are not market-shaking exits on their own, but they do tell you something important: people with direct access to strategy and near-term numbers were comfortable taking money off the table here.

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Novo Nordisk (NYSE: NVO) is trying to add a new growth lever at a time when the stock badly needs one. The drugmaker announced a partnership with OpenAI to speed up drug discovery, using AI to analyze large datasets, spot patterns faster, and shorten the path from early research to patient use.

That does not fix the chart overnight. NVO closed at $37.98, down 42.5% over the past year and still trading just above its 52-week low of $35.12. But at roughly 10.5x earnings and with a 4.74% dividend yield, the market is already pricing in a lot of disappointment. That is what makes this story more interesting now than it would have been a year ago.

The real question is execution. AI partnerships sound great in a headline, but investors will want proof that this improves R&D productivity, expands the pipeline, or speeds up meaningful programs in obesity and diabetes. Until then, this is more strategic signal than an earnings event.

My Take For You: This is a credibility-building move, not a quick catalyst. If you like the stock, treat this as part of a long recovery case, not a reason to chase one green day.

My Verdict: Keep this on your watchlist until pipeline progress starts showing up in real numbers. The risk is that the AI angle stays more promotional than productive.

Delta Air Lines Inc. (NYSE: DAL) just reminded investors where the airline industry is still finding real pricing power. The company unveiled its first major update to the Delta One suite in about a decade, with the refreshed premium product set to debut on Airbus A350-1000 aircraft in 2027.

The timing matters. Delta said premium ticket revenue rose 14% in the first quarter, while main cabin revenue also turned positive again. That tells you the airline is leaning even harder into the part of the market that is spending more and complaining less about price. In a business where margins can disappear fast, that is the right customer to chase.

DAL closed at $67.05, up about 66% over the past year, so this is not some hidden turnaround. Investors already know Delta has executed better than most peers. What this update does is reinforce the idea that management is still pushing the product mix in a smarter direction while rivals race to keep up.

The risk is that 2027 is a long way off, and cabin upgrades do not protect airlines from macro slowdowns, fuel shocks, or softer travel demand. But strategically, this fits exactly where Delta has been winning.

My Take For You: Delta keeps acting like a premium travel operator with an airline attached. That is a better place to be than fighting for coach seats on price alone.

My Verdict: Buy on pullbacks if you want airline exposure with better execution and stronger pricing power. The risk is that a macro slowdown or fuel spike hits travel demand before the premium upgrade cycle pays off.

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Oracle Corp. (NYSE: ORCL) is showing investors that AI infrastructure is not just about chips and cloud contracts. It is also about electricity. The company expanded its deal with Bloom Energy after receiving a warrant to buy up to $400 million of Bloom stock at $113.28 per share, and Bloom’s after-hours jump turned that into an immediate paper gain of more than $300 million.

That is the flashy part. The more important part is operational. Oracle has now contracted 1.2 gigawatts of Bloom capacity, with plans tied to U.S. data centers and deployment targeted through 2027.

In total, the two companies said Oracle intends to procure up to 2.8 gigawatts of Bloom systems. That tells you management is thinking beyond software demand and focusing on the physical bottlenecks that can slow AI expansion.

ORCL closed at $155.62 and is still down 20% year to date, even after a strong rebound. That leaves the stock in an interesting spot. The market still likes the AI story, but it also wants proof that the spending wave turns into durable returns and not just more balance-sheet strain.

My Take For You: Oracle is making practical moves to support its AI buildout, and that gives the story more substance. Power access is now part of the bull case.

My Verdict: Buy on pullbacks as long as AI-related demand keeps translating into cloud and infrastructure growth. The risk is that debt and heavy spending start outrunning the returns.

Credo is ripping because this DustPhotonics deal is a real upgrade to the story, not just a flashy headline. Management just moved its fiscal 2027 optical revenue view to more than $500 million versus the old $161 million consensus, which tells you this acquisition materially expands the company’s AI connectivity runway.

After a 243% one-year run, the stock is not cheap. But this is the kind of news that keeps expensive stocks expensive when the growth case gets stronger.

Oklo is climbing because traders still want nuclear names tied to AI power demand, but the stock is running well ahead of the business. The company missed Q4 estimates, insiders sold about 818,000 shares worth $50.9 million last quarter, and its first Aurora reactor is still targeted for 2027.

That leaves you with a $9.4 billion company being priced on ambition, not operating results. The theme is strong, but the stock is ahead of itself.

JPMorgan beat on both lines, with $5.94 EPS against $5.44 expected and $49.84 billion in revenue versus $49.02 billion consensus. On paper, that is a clean quarter. The problem is the stock had already done a lot of winning, up about 34% over the past year and trading near its highs.

This looks like a sell-the-good-news reaction, not a bad report. When a bank this big beats and still trades down, the message is usually simple: expectations were full, and buyers wanted something even better.

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Elite Trade Club

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