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Check out the companies making the biggest moves in premarket trading: Intel — The semiconductor company was double upgraded to buy from underperform at Bank of America, which cited the rising demand for central processing units amid the increasing focus on agentic artificial intelligence. Shares jumped nearly 5%. Oracle — Shares tumbled 8% after the software giant shared plans to raise an additional $20 billion in equity and debt to pay for its AI buildout. However, the company reported an overall beat on both the top and bottom lines and raised its adjusted profit forecast for the year. Chip equipment stocks — Oracle's higher capital expenditure spending plans sent chip equipment stocks higher. Applied Materials and Lam Research both climbed nearly 5%, while KLA rose 4% and ASML Holding added more than 3%. Navan — The stock popped 19% after the travel management platform guided for second-quarter and full-year revenue that came in above FactSet's forecasts. Navan also reported a first-quarter non-GAAP earnings and revenue beat. Alcoa — The aluminum company added 2% following its 9.5% drop in the prior session. Morgan Stanley said the pullback Wednesday, due to pressure in Alcoa's alumina business, was "overdone" and reiterated its buy rating on the stock. — CNBC's Lisa Kailai Han contributed reporting.

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Der AI-Fieber bleibt unverändert, da der Bereich für AI-Infrastruktur stabil bleibt und von einer extrem bullischen Nachfrage unterstützt wird. Die Forschungsfirma McKinsey & Co. hat geschätzt, dass die globale AI-gesteuerte Daten-Center-Infrastruktur-Investitionen bis 2030 etwa 7 Billionen US-Dollar erreichen werden.

Die vier großen Hyperscaler haben ihre AI-Kapitalausgaben-Budgets auf 750 Milliarden US-Dollar in 2026 erhöht, von den zuvor geschätzten 670 Milliarden US-Dollar. Diese Zahl wird das nächste Jahr über 1 Billion US-Dollar überschreiten und wahrscheinlich weiter steigen, nachdem sie 2027 überschritten hat.

Neben Technologieaktien floriert auch in diesem Jahr eine Reihe von Nicht-Technologie-Aktien aufgrund der massiven Anforderungen an AI-gesteuerte Daten-Center-Infrastruktur. Zu diesem Zeitpunkt haben wir fünf Aktien identifiziert, die Investoren für langfristige Preissteigerung beachten sollten.

Diese Aktien sind: Eaton Corp. plc ETN, Caterpillar Inc. CAT, Freeport-McMoRan Inc. FCX, GE Vernova Inc. GEV und Alcoa Corp. AA. Jede dieser Aktien hat derzeit einen Zacks-Rang #3 (Halt). Sie können die vollständige Liste der heute verfügbaren Zacks #1-Rang-Aktien (Starke Kaufempfehlung) hier einsehen.

Die folgende Grafik zeigt das Preisverhalten der fünf oben genannten Aktien im Laufe des Jahres.

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Die Wall Street hat am Freitag mit einem Plus abschließen. Dies geschah nach der Woche, in der Kevin Warsh als neuer Fed-Vorsitzender vereidigt wurde. Optimistische Schlagzeilen über die US-Iran-Konflikte sowie Earnings-Berichte von Nvidia und Walmart trugen dazu bei. Die Wall Street hatte eine Reihe von Upgrades und Downgrades von Analysten. Hier sind einige der wichtigsten Empfehlungen für diese Woche: Lam Research erhält Upgrade, Applied Materials wird von Morgan Stanley heruntergestuft. Morgan Stanley hat [https://seekingalpha.com/news/4594307-lam-research-gets-an-upgrade-applied-materials-cut-at-morgan-stanley] Lam Research (LRCX [https://seekingalpha.com/symbol/LRCX]) auf "Überwachung" von "Gleichgewicht" erhöht und das Zielpreis auf 331 $ von 293 $ gesteigert. Der Analyst Shane Brett sagte, dass die Firma einzigartige Treiber hat, die den langfristigen Wachstumsstory unterstützen. "Nachdem die Auslieferungen im Jahr 2023 um 33 % unter dem WFE-Verkaufsrückgang lagen, weil es einen zyklischen Rückgang in NAND und China-Entity-Liste-Einfluss gab, übertraf LAM den WFE-Verkaufsrückgang um 8 % im Jahr 2024 und wir schätzen, dass er sich im Jahr 2025 um weitere 27 % übertrifft, getrieben durch NAND, China und TSMC", sagte Brett. In der Zwischenzeit wurde Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]) von "Überwachung" auf "Gleichgewicht" heruntergestuft mit einem Zielpreis von 502 $. Wir denken, dass AMAT im Jahr 2026 einen Anteilserwerb sein wird, aber da unsere Wachstumsprognose für das Jahr 2027 mit dem breiteren WFE übereinstimmt, glauben wir, dass der Bewertungsabschlag in der Nähe nicht schmälern wird", sagte Brett und seine Mannschaft. Die Firma hat auch MKS (MKSI [https://seekingalpha.com/symbol/MKSI]) zu ihrem Top-Pick gemacht und das Label von Applied Materials entfernt. Zscaler erhält Upgrade bei B. Riley. B. Riley hat [https://seekingalpha.com/news/4594397-zscaler-rises-after-rating-upgrade-at-b-riley] Zscaler (ZS [https://seekingalpha.com/symbol/ZS]) auf "Kaufen" von "Neutral" erhöht und sagte, dass die Nachfrage nach sicheren Netzwerkzugriffen gesund ist und die Adoption von AI-Technologien ein Tailwind für Zscaler sein wird. Wir glauben, dass der Aufschwung von Zscaler aufgrund eines erweiterten Produktsortiments und einer attraktiven Bewertung unterstützt wird", sagte Analyst Erik Suppiger. Allerdings senkte das Unternehmen die Zielpreis auf 225 $ von 275 $, um eine Verringerung der Softwarebewertungsmultiplikatoren in den letzten Monaten zu spiegeln. Der Analyst glaubt, dass ein wichtiger Grund dafür, dass Zscaler mehr als 50 % von seinen Höchstständen im November zurückgegangen ist, darin liegt, dass Investoren besorgt sind, dass AI-Softwareanbieter wie Zscaler durch Software als Dienst (SaaS) verdrängt werden könnten. Allerdings glaubt Suppiger, dass es relativ wenig Risiko gibt, dass Zscaler von AI verdrängt wird, weil es Attribute hat, die AI-generierte Software nicht leicht nachahmen kann. Texas Instruments erhält Upgrade durch Seaport aufgrund des AI-Booms. Texas Instruments (TXN [https://seekingalpha.com/symbol/TXN]) wurde von Seaport Research Partners [https://seekingalpha.com/news/4596254-texas-instruments-upgraded-by-seaport-on-ai-push] auf "Kaufen" von "Neutral" erhöht und ein Zielpreis von 400 $ gesetzt, weil das Investmenthaus den Analog-Semiconductor-Hersteller durch künstliche Intelligenz unterstützt. "Wachsende Energiebedarf und elektrische Intensität pro Rack treiben die Datenzentren dazu an, die Art und Weise zu ändern, wie sie die Stromversorgung innerhalb der Datenzentren verteilen", sagte Analyst Jay Goldberg. "Dies wird eine massive Nachfrage nach Leistung analogen Semikondensatoren auslösen – wachsende Markt und verbesserte Margenprofile des Sektors. Während es zu einer erheblichen Diskussion (SiC vs. GaN; Sidecars vs. Neubau, usw.) kommen wird, glauben wir, dass es bedeutende Gewinne für viele Unternehmen gibt." Alcoa erhält Bullen-Rating von UBS. UBS hat [https://seekingalpha.com/news/4596402-alcoa-raised-to-buy-at-ubs-as-protracted-middle-east-supply-disruptions-not-priced-in] den Aluminiumhersteller Alcoa (AA [https://seekingalpha.com/symbol/AA]) auf "Kaufen" von "Neutral" erhöht und ein Zielpreis von 80 $ gesetzt, weil das Investmenthaus glaubt, dass Ausfallzeiten der Schmelzhütten durch den langfristigen Konflikt im Nahen Osten die kurzfristige Nachfragerisiken übersteigen werden. Dies wird zu "stärkeren und längerem" Aluminiumpreisen und -Preisnachlässen führen. UBS-Analyst Daniel Major erwartet, dass mehr als 3 Millionen Tonnen Nahost-Ausfallzeiten die niedrigeren Alumina-Preise übersteigen werden, was zu Defizite führt, die wahrscheinlich höhere Aluminiumpreise und -Preisnachlässe in den nächsten zwei Jahren unterstützen werden, unabhängig davon, wann die Flüsse durch den Straße von Hormus wieder aufgenommen werden. SM Energy wird doppelt heruntergestuft bei Raymond James. Raymond James hat [https://seekingalpha.com/news/4595459-sm-energy-double-upgraded-at-raymond-james-on-bullish-oil-outlook] seine Bewertung für SM Energy (SM [https://seekingalpha.com/symbol/SM]) von "Überwachung" auf "Unterwachung" heruntergestuft und ein Zielpreis von 55 $ gesetzt, weil das Investmenthaus sagt, dass der Aktienkurs seit Beginn des Iran-Krieges stark gestiegen ist. Raymond James-Analyst John Freeman sagte, dass sein optimistischer Öl-Outlook gegenüber aktuellen Strip-Preisen noch immer viel Potenzial für SM Energy bietet, auch wenn der Aktienkurs bereits stark gestiegen ist. Außerdem wird die kürzere Kerninventarlebensdauer von SM Energy im Vergleich zu seinen Peers in einer robusten Öl-Umgebung weniger ein Problem sein. TD Cowen hat [https://seekingalpha.com/news/4596327-midday-need-to-know-waller-on-rate-hike-cryptos-q-day-risks-and-more] die Bewertung von SM Energy auf "Überwachung" erhöht und ein Zielpreis von 55 $ gesetzt. TD Cowen-Analyst Daniel Jennings sagte, dass der Aktienkurs seit Beginn des Iran-Krieges stark gestiegen ist. Außerdem wird die kürzere Kerninventarlebensdauer von SM Energy im Vergleich zu seinen Peers in einer robusten Öl-Umgebung weniger ein Problem sein. Die Nachrichten haben einen positiven Einfluss auf den Aktienmarkt, da sie Investoren über mögliche Risiken und Chancen informieren. Der Markt reagiert auch auf die Earnings-Berichte von Nvidia und Walmart, die zu einem Plus führen. Die Nachrichten sind eine wichtige Quelle für Investoren, um sich über aktuelle Entwicklungen im Finanzsektor zu informieren.

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Die S&P 500-Index, Dow Jones Industrial Average und Nasdaq 100-Index schlossen am Freitag mit Gewinnen. Die Aktien wurden durch die Hoffnung auf einen Friedensschluss zwischen den USA und dem Iran unterstützt sowie durch die Stärke der Technologiebranche. Der US-Konsumvertrauen-Index wurde von der Universität Michigan um 44,8 Punkte nach unten korrigiert, was ein neuer Rekord ist. Die Inflationserwartungen für das Jahr wurden auf +4,8% erhöht.

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Dr. Klaus Kleinfelds bewährte Führung bei zwei Fortune-500-Konzernen wird die globale Expansion des Unternehmens stärken. Dr. Kleinfeld bringt Jahrzehnte der Erfahrung, indem er global industrielle und fortschrittliche Herstellungsunternehmen leitete, einschließlich als CEO von Siemens AG und Alcoa. Seine Erfahrungen bei der Entwicklung komplexer internationaler Operationen, beim Navigieren globaler Märkte und beim Leiten großer industrieller Transformationen werden Cyclic Materials' industrielle Expansion unterstützen, um auf ein beschleunigtes globales Bedarf zu reagieren.

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Willkommen bei der Katalysator-Beobachtung von Seeking Alpha - eine Analyse einiger der nächsten Woche wichtigen Ereignisse, die sich auf die Aktienkurse auswirken können. ... Nvidia (NVDA) wird seine Earnings-Bericht vorlegen und Analysten erwarten einen Fokus auf den Daten-Center-Ergebnissen, Hyperscaler- und Souveräner AI-Kapitalausgaben sowie die Kommentare von Management zu AI-Computer-Demandaufkommen.

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ArcelorMittal S.A.

3. April 2026, 8:00 Uhr CET

ArcelorMittal (im Folgenden „das Unternehmen“) gibt die Bekanntmachung der Einberufung seiner Jahreshauptversammlung und der außerordentlichen Hauptversammlung der Aktionäre (die „Gesamthauptversammlungen“) bekannt, die am 5. Mai 2026 um 11:00 Uhr CET im Hauptsitz des Unternehmens, 24-26, boulevard d’Avranches, L-1160 Luxembourg, Grand-Duchy of Luxembourg, stattfinden wird.

Aktionäre, die berechtigt sind, an den Gesamthauptversammlungen teilzunehmen, sind diejenigen, die am Tag der Bilanz, dem 21. April 2026 um Mitternacht (24:00 Uhr CET), Aktionäre sind (die „Tag der Bilanz“).

Die Tagesordnung der Jahreshauptversammlung umfasst die Wiederwahl von Herrn Lakshmi Niwas Mittal, Herrn Aditya Mittal, Herrn Michel Wurth und Herrn Etienne Schneider als Direktoren des Verwaltungsrats („Verwaltungsrat“) sowie die Benennung zur Wahl des Direktors von Herrn Roy Harvey, ehemaliger Präsident und CEO von Alcoa.

Die Tagesordnung der außerordentlichen Hauptversammlung umfasst die Neufeststellung der Genehmigung für den Vorstand, Aktien zu emittieren und zu stornieren, unter bestimmten Bedingungen sowie bestimmte routinemäßige Änderungen, die Änderungen in der Gesetzgebung widerspiegeln.

Die Bekanntmachung, der Geschäftsbericht 2025, das Formular 20-F 2025, die Wahlunterlagen und alle anderen Meeting-Dokumente, einschließlich weiterer Details zu den oben genannten Punkten, die zur Genehmigung vorgelegt werden, sind auf der Website von ArcelorMittal verfügbar.

Aktionäre können eine elektronische Kopie der Dokumente anfordern, indem sie eine E-Mail an investor.relations@arcelormittal.com senden, es sei denn, sie wünschen eine kostenlose Hardcopy per Post, (wobei sie ihre entsprechende Postanschrift angeben sollten).

Schluss.

Über ArcelorMittal (About ArcelorMittal) – [Same as original text]

Do you want me to adjust the length of the summary or translation, or perhaps focus on a specific aspect?

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The S&P 500 Index ($SPX) (SPY) on Monday closed down -0.39%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.78%.  June E-mini S&P futures (ESM26) fell -0.43%, and June E-mini Nasdaq futures (NQM26) fell -0.88%.

Stock indexes gave up an early advance on Monday and settled mixed, with the S&P 500 posting a 7.5-month low and the Nasdaq 100 posting a 7.75-month low.  Concerns that a protracted war in the Middle East will derail economic growth weighed on stocks on Monday, along with a sell-off in chip stocks.  Strength in software stocks kept the Dow Jones Industrial Average in positive territory. Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stock indexes initially moved higher on Monday as a decline in bond yields sparked some short covering.  The 10-year T-note yield fell by -8 bp on Monday to 4.34%, amid fears that the war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates.  T-note yields also moved lower on Monday after Fed Chair Powell said inflation expectations are well anchored and that the FOMC will meet its 2% inflation goal. He added, "It's too soon to know what the economic effects will be" from the Iran war.

The US Mar Dallas Fed manufacturing activity survey fell by -0.4 to -0.2, weaker than expectations of an increase to 2.0.

US and Israeli forces pressed ahead with attacks on Iran on Monday, while the UAE issued multiple alerts and Saudi Arabia and Kuwait reported numerous strikes by Iranian drones and missiles as the war in Iran entered its fifth week.  The Washington Post on Monday said the Pentagon is preparing for weeks of ground operations in Iran, as about 3,500 sailors and Marines have arrived in the Middle East.  President Trump told the Financial Times on Sunday that he wants to "take the oil in Iran" and could seize the export hub of Kharg Island, which would involve US ground troops and mark a major escalation of the conflict.

Crude oil prices (CLK26) rose more than +3% on Monday to a 3-week high.  The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region.  Iran is also seeking to control ship transit through the Strait of Hormuz, asking vessels to provide lists of crew and cargo, along with voyage details and bills of lading if they want to travel through the waterway.  Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March.

The International Energy Agency said last Monday that more than 40 energy sites across nine countries in the Middle East have been "severely or very severely" damaged, potentially prolonging disruptions to global supply chains once the war in Iran ends.

The markets are discounting a 3% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.

Overseas stock markets settled mixed on Monday.  The Euro Stoxx 50 closed up +0.65%.  China's Shanghai Composite closed up +0.24%.  Japan's Nikkei Stock 225 fell to a 3-month low and closed down -2.79%.

Interest Rates

June 10-year T-notes (ZNM6) on Monday closed up by +21 ticks.  The 10-year T-note yield fell -8.4 bp to 4.344%.  June T-notes rallied on Monday amid speculation that the ongoing war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates.  Also, sliding inflation expectations are supportive of T-notes after the 10-year breakeven inflation rate fell to a 3-week low of 2.295% on Monday.  T-notes added to their gains on Monday when Fed Chair Powell said inflation expectations are well anchored and the FOMC will reach its 2% inflation goals.

European government bond yields moved lower on Monday.  The 10-year German bund yield fell -5.9 bp to 3.035%.  The 10-year UK gilt yield fell -4.0 bp to 4.935%.

The Eurozone Mar economic sentiment index fell -1.6 to a 6-month low of 96.6, weaker than expectations of 96.7.

German Mar CPI (EU harmonized) rose +1.2% m/m and +2.8% y/y, right on expectations, with the +2.8% y/y gain the largest year-on-year increase in two years.

Swaps are discounting a 52% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.

US Stock Movers

The weakness in chipmakers and AI infrastructure stocks weighed on the broader market.  Micron Technology (MU) closed down more than -9% to lead losers in the Nasdaq 100, and Western Digital (WDC) closed down more than -8%.  Also, Marvell Technology (MRVL) and Sandisk (SNDK) closed down more than -7%, and Lam Research (LRCX) closed down more than -5%.  In addition, Seagate Technology Holdings Plc (STX), KLA Corp (KLAC), Applied Materials (AMAT), and Intel (INTC) closed down more than -4%, and ASML Holding NV (ASML), Advanced Micro Devices (AMD), and Microchip Technology (MCHP) closed down more than -3%.

Optical stocks retreated on Monday.  Applied Optoelectronics (AAOI) closed down more than -13%, and Coherent (COHR) closed down more than -9%.  Also, Credo Technology Group Holdings Ltd (CRDO) closed down more than -7%, Lumentum Holdings (LITE) closed down more than -6%, and Corning (GLW) closed down more than -5%.

Software stocks rebounded on Monday following last Friday’s plunge.  ServiceNow (NOW) closed up more than +5% to lead gainers in the S&P 500, and Salesforce (CRM) closed up more than +3% to lead gainers in the Dow Jones Industrials.   Also, Workday (WDAY) and Intuit (INTU) closed up more than +3%, and Atlassian (TEAM), Adobe (ADBE), and Autodesk (ADSK) closed up more than +2%.

Cybersecurity stocks moved higher on Monday, recovering some of last Friday’s slide.  Palo Alto Networks (PANW) closed up more than +4%, and Okta (OKTA) and Zscaler (ZS) closed up more than +3%.  Also, CrowdStrike Holdings (CRWD) closed up more than +2% and Fortinet (FTNT) closed up more than +1%.

Aluminum stocks rallied on Monday following Iran’s attacks on Middle Eastern aluminum facilities.  Alcoa (AA) closed up more than +8%, and Century Aluminum (CENX) closed up more than +7%.

Viridian Therapeutics (VRDN) closed down more than -32% after giving efficacy data from a late-stage trial of its experimental therapy for thyroid eye disease of 36%/45% placebo-adjusted proptosis response, well below expectations of 50%+.

Sysco (SYY) closed down more than -15% to lead losers in the S&P 500 after agreeing to buy Jetro Restaurant Depot LLC for $29.1 billion, including debt.

Boston Scientific (BSX) closed down more than -9% after Raymond James downgraded the stock to outperform from strong buy.

United Therapeutics (UTHR) closed up more than +12% after announcing that its study of Tyvasco to treat idiopathic fibrosis met its primary endpoint, demonstrating superiority over placebo.

Insmed Inc. (INSM) closed up more than +5% to lead gainers in the Nasdaq 100 after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $212.

TKO Group Holdings (TKO) closed up more than +3% after Citizens Financial Group initiated coverage on the stock with a recommendation of market outperform and a price target of $240.

Biogen (BIIB) closed up more than +2% after the FDA approved a high-dose version of its Spinraza drug for spinal muscular atrophy,

Earnings Reports(3/31/2026)

FactSet Research Systems Inc (FDS), McCormick & Co Inc/MD (MKC), nCino Inc (NCNO), NIKE Inc (NKE), PVH Corp (PVH), RH (RH), TD SYNNEX Corp (SNX). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

More news from Barchart

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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The S&P 500 Index ($SPX) (SPY) today is down -0.75%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.21%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -1.18%.

Stock indexes turned lower this afternoon as the market digests the first $100+ oil settlement since 2022, a milestone reached as supply-chain risks continue to dominate the energy sector.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Treasury Yields retreated after comments from Federal Reserve Chair Jerome Powell noted that while the central bank is tracking the recent surge in energy costs, its tools for addressing such supply-side shocks remain restricted.

The US Mar Dallas Fed manufacturing activity survey fell by -0.4 to -0.2, weaker than expectations of an increase to 2.0.

US and Israeli forces pressed ahead with attacks on Iran today, while the UAE issued multiple alerts and Saudi Arabia and Kuwait reported numerous strikes by Iranian drones and missiles as the war in Iran enters its fifth week.  The Washington Post said the Pentagon is preparing for weeks of ground operations in Iran, as about 3,500 sailors and Marines have arrived in the Middle East. President Trump told the Financial Times on Sunday that he wants to "take the oil in Iran" and could seize the export hub of Kharg Island, which would involve US ground troops and mark a major escalation of the conflict.

Crude oil prices (CLK26) are up more than +2% today at a 3-week high.  The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region.  Iran is also seeking to control ship transit through the Strait of Hormuz, asking vessels to provide lists of crew and cargo, along with voyage details and bills of lading if they want to travel through the waterway.  Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March.

The International Energy Agency said last Monday that more than 40 energy sites across nine countries in the Middle East have been "severely or very severely" damaged, potentially prolonging disruptions to global supply chains once the war in Iran ends.

The markets are discounting a 3% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.

Overseas stock markets are mixed today.  The Euro Stoxx 50 is up +0.28%.  China's Shanghai Composite closed up +0.24%.  Japan's Nikkei Stock 225 fell to a 3-month low and closed down -2.79%.

Interest Rates

June 10-year T-notes (ZNM6) today are up by +24 ticks.  The 10-year T-note yield is down -9.7 bp to 4.330%.  June T-notes are climbing today on speculation that the ongoing war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates.  Also, sliding inflation expectations are supportive of T-notes after the 10-year breakeven inflation rate fell to a 3-week low of 2.295% today.  T-notes added to their gains today after Fed Chair Powell said inflation expectations are well anchored and the FOMC will reach its 2% inflation goals.

European government bond yields are moving lower today.  The 10-year German bund yield is down -5.5 bp to 3.039%.  The 10-year UK gilt yield is down -4.6 bp to 4.928%.

The Eurozone Mar economic sentiment index fell -1.6 to a 6-month low of 96.6, weaker than expectations of 96.7.

German Mar CPI (EU harmonized) rose +1.2% m/m and +2.8% y/y, right on expectations, with the +2.8% y/y gain the largest year-on-year increase in two years.

Swaps are discounting a 52% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.

US Stock Movers

Software stocks are rebounding today after last Friday’s plunge.  ServiceNow (NOW) is up more than +4%, and Atlassian (TEAM) and Workday (WDAY) are up more than +3%. Also, Datadog (DDOG), Adobe (ADBE), and Autodesk (ADSK) are up more than +2%.  In addition, Intuit (INTU) and Salesforce (CRM) are up more than +1%.

Cybersecurity stocks are rallying today, recovering some of last Friday’s slide.  Palo Alto Networks (PANW) is up more than +6% to lead gainers in the S&P 500.  Also, Okta (OKTA), CrowdStrike Holdings (CRWD), and Zscaler (ZS) are up more than +4%. In addition, Fortinet (FTNT) is up more than +2%.

Aluminum stocks are climbing today following Iran’s attacks on Middle Eastern aluminum facilities.  Alcoa (AA) is up more than +11%, and Century Aluminum (CENX) is up more than +9%.  Also, Kaiser Aluminum (KALU) and Constellium SE (CSTM) are up more than +3%.

Weakness in chipmakers and AI infrastructure stocks is limiting gains in the broader market.  Western Digital (WDC) is down more than -5% to lead losers in the Nasdaq 100, and Marvell Technology (MRVL) and Seagate Technology Holdings Plc (STX) are down more than -5%.  Also, Micron Technology (MU), Lam Research (LRCX), and KLA Corp (KLAC) are down more than -4%, and Applied Materials (AMAT) and Intel (INTC) are down more than -3%.  In addition, ASML Holding NV (ASML), ARM Holdings Plc (ARM), Broadcom (AVGO), and Microchip Technology (MCHP) are down more than -2%.

United Therapeutics (UTHR) is up more than +13% after announcing that its study of Tyvasco to treat idiopathic fibrosis met its primary endpoint, demonstrating superiority over placebo.

Insmed Inc. (INSM) is up more than +5% after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $212.

TKO Group Holdings (TKO) is up more than +4% after Citizens initiated coverage on the stock with a recommendation of market outperform and a price target of $240.

Biogen (BIIB) is up more than +2% after the FDA approved a high-dose version of its Spinraza drug for spinal muscular atrophy,

Expedia Group (EXPE) is up more than +1% after Jeffries upgraded the stock to buy from hold with a price target of $300.

Viridian Therapeutics (VRDN) is down more than -31% after giving efficacy data from a late-stage trial of its experimental therapy for thyroid eye disease of 36%/45% placebo-adjusted proptosis response, well below expectations of 50%+.

Sysco (SYY) is down more than -11% to lead losers in the S&P 500 after agreeing to buy Jetro Restaurant Depot LLC for $29.1 billion, including debt.

Boston Scientific (BSX) is down more than -8% after Raymond James downgraded the stock to outperform from strong buy.

Earnings Reports(3/30/2026)

AirJoule Technologies Corp (AIRJ), AIRO Group Holdings Inc (AIRO), Arrive AI Inc (ARAI), Arrow Financial Corp (AROW), Bicara Therapeutics Inc (BCAX), DiaMedica Therapeutics Inc (DMAC), Fermi Inc (FRMI), HireQuest Inc (HQI), Inmune Bio Inc (INMB), Innventure Inc (INV), Phreesia Inc (PHR), Progress Software Corp (PRGS), Red Cat Holdings Inc (RCAT), Rezolve AI PLC (RZLV), Riverview Bancorp Inc (RVSB), Tootsie Roll Industries Inc (TR), TuHURA Biosciences Inc (HURA), Zspace Inc (ZSPC). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

More news from Barchart

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) today is up +0.58%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.91%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.30%.  June E-mini S&P futures (ESM26) are up +0.38%, and June E-mini Nasdaq futures (NQM26) are up +0.10%.

Stock indexes are climbing today as falling T-note yields sparked short covering.  The 10-year T-note yield is down -10 bp to 4.33% on fears that the war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates.  T-notes yields fell further today after Fed Chair Powell said inflation expectations are well anchored and the FOMC will reach its 2% inflation goals.  He added, "It's too soon to know what the economic effects will be" from the Iran war.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

The US Mar Dallas Fed manufacturing activity survey fell by -0.4 to -0.2, weaker than expectations of an increase to 2.0.

US and Israeli forces pressed ahead with attacks on Iran today, while the UAE issued multiple alerts and Saudi Arabia and Kuwait reported numerous strikes by Iranian drones and missiles as the war in Iran enters its fifth week.  The Washington Post said the Pentagon is preparing for weeks of ground operations in Iran, as about 3,500 sailors and Marines have arrived in the Middle East. President Trump told the Financial Times on Sunday that he wants to "take the oil in Iran" and could seize the export hub of Kharg Island, which would involve US ground troops and mark a major escalation of the conflict.

Crude oil prices (CLK26) are up more than +2% today at a 3-week high.  The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region.  Iran is also seeking to control ship transit through the Strait of Hormuz, asking vessels to provide lists of crew and cargo, along with voyage details and bills of lading if they want to travel through the waterway.  Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March.

The International Energy Agency said last Monday that more than 40 energy sites across nine countries in the Middle East have been "severely or very severely" damaged, potentially prolonging disruptions to global supply chains once the war in Iran ends.

The markets are discounting a 3% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.

Overseas stock markets are mixed today.  The Euro Stoxx 50 is up +0.28%.  China's Shanghai Composite closed up +0.24%.  Japan's Nikkei Stock 225 fell to a 3-month low and closed down -2.79%.

Interest Rates

June 10-year T-notes (ZNM6) today are up by +24 ticks.  The 10-year T-note yield is down -9.7 bp to 4.330%.  June T-notes are climbing today on speculation that the ongoing war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates.  Also, sliding inflation expectations are supportive of T-notes after the 10-year breakeven inflation rate fell to a 3-week low of 2.295% today.  T-notes added to their gains today after Fed Chair Powell said inflation expectations are well anchored and the FOMC will reach its 2% inflation goals.

European government bond yields are moving lower today.  The 10-year German bund yield is down -5.5 bp to 3.039%.  The 10-year UK gilt yield is down -4.6 bp to 4.928%.

The Eurozone Mar economic sentiment index fell -1.6 to a 6-month low of 96.6, weaker than expectations of 96.7.

German Mar CPI (EU harmonized) rose +1.2% m/m and +2.8% y/y, right on expectations, with the +2.8% y/y gain the largest year-on-year increase in two years.

Swaps are discounting a 52% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.

US Stock Movers

Software stocks are rebounding today after last Friday’s plunge.  ServiceNow (NOW) is up more than +4%, and Atlassian (TEAM) and Workday (WDAY) are up more than +3%. Also, Datadog (DDOG), Adobe (ADBE), and Autodesk (ADSK) are up more than +2%.  In addition, Intuit (INTU) and Salesforce (CRM) are up more than +1%.

Cybersecurity stocks are rallying today, recovering some of last Friday’s slide.  Palo Alto Networks (PANW) is up more than +6% to lead gainers in the S&P 500.  Also, Okta (OKTA), CrowdStrike Holdings (CRWD), and Zscaler (ZS) are up more than +4%. In addition, Fortinet (FTNT) is up more than +2%.

Aluminum stocks are climbing today following Iran’s attacks on Middle Eastern aluminum facilities.  Alcoa (AA) is up more than +11%, and Century Aluminum (CENX) is up more than +9%.  Also, Kaiser Aluminum (KALU) and Constellium SE (CSTM) are up more than +3%.

Weakness in chipmakers and AI infrastructure stocks is limiting gains in the broader market.  Western Digital (WDC) is down more than -5% to lead losers in the Nasdaq 100, and Marvell Technology (MRVL) and Seagate Technology Holdings Plc (STX) are down more than -5%.  Also, Micron Technology (MU), Lam Research (LRCX), and KLA Corp (KLAC) are down more than -4%, and Applied Materials (AMAT) and Intel (INTC) are down more than -3%.  In addition, ASML Holding NV (ASML), ARM Holdings Plc (ARM), Broadcom (AVGO), and Microchip Technology (MCHP) are down more than -2%.

United Therapeutics (UTHR) is up more than +13% after announcing that its study of Tyvasco to treat idiopathic fibrosis met its primary endpoint, demonstrating superiority over placebo.

Insmed Inc. (INSM) is up more than +5% after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $212.

TKO Group Holdings (TKO) is up more than +4% after Citizens initiated coverage on the stock with a recommendation of market outperform and a price target of $240.

Biogen (BIIB) is up more than +2% after the FDA approved a high-dose version of its Spinraza drug for spinal muscular atrophy,

Expedia Group (EXPE) is up more than +1% after Jeffries upgraded the stock to buy from hold with a price target of $300.

Viridian Therapeutics (VRDN) is down more than -31% after giving efficacy data from a late-stage trial of its experimental therapy for thyroid eye disease of 36%/45% placebo-adjusted proptosis response, well below expectations of 50%+.

Sysco (SYY) is down more than -11% to lead losers in the S&P 500 after agreeing to buy Jetro Restaurant Depot LLC for $29.1 billion, including debt.

Boston Scientific (BSX) is down more than -8% after Raymond James downgraded the stock to outperform from strong buy.

Earnings Reports(3/30/2026)

AirJoule Technologies Corp (AIRJ), AIRO Group Holdings Inc (AIRO), Arrive AI Inc (ARAI), Arrow Financial Corp (AROW), Bicara Therapeutics Inc (BCAX), DiaMedica Therapeutics Inc (DMAC), Fermi Inc (FRMI), HireQuest Inc (HQI), Inmune Bio Inc (INMB), Innventure Inc (INV), Phreesia Inc (PHR), Progress Software Corp (PRGS), Red Cat Holdings Inc (RCAT), Rezolve AI PLC (RZLV), Riverview Bancorp Inc (RVSB), Tootsie Roll Industries Inc (TR), TuHURA Biosciences Inc (HURA), Zspace Inc (ZSPC).

On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.