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Die SÔP 500-Index ($SPX) ist heute um -1,00% gefallen, der Dow Jones Industrial Average ($DOWI) um -0,26% und der Nasdaq 100 Index ($IUXX) um -2,08%. Die Juni-E-Mini-SÔP-Futures (ESM26) sind um -1,11% gefallen und die Juni-E-Mini-Nasdaq-Futures (NQM26) um -2,28%. Die Aktienindizes fallen heute ab, da Investoren aus AI-Infrastruktur- und Halbleiteraktien aussteigen, die sich vor dieser Woche auf neuen Höchstständen befanden. Technologieaktien ziehen weiterhin zurück, nachdem Broadcoms Prognose für Chipverkäufe unter den Erwartungen blieb, was Bedenken hinsichtlich eines übermäßig starken AI-Handelsrallies aufkommen lässt.

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Übersicht über die Unternehmen, die am stärksten vor dem Markt handeln: Lululemon Athletica — Die Aktie sank um 13% nachdem das Unternehmen seine Vorhersagen für das laufende Jahr und den Umsatz herabgesetzt hat. Docusign — Die Software-Aktie fiel um 4% nachdem die Vorhersagen des Unternehmens nicht überzeugten. Chip-Aktien — Ein Bündel von Unternehmen schien am Freitag wieder zu fallen, nachdem sie am Donnerstag aufgrund der Earnings-Berichte von Broadcom gefallen waren. Broadcom selbst war um 1% abgesunken, nachdem es am Vortag um 12,5% gefallen war. Advanced Micro Devices war um fast 3%, während Intel mehr als 2,5% zurückgegangen war. Arm fiel um 5%. Nvidia fand besser, nur um 1% zurückgegangen. Memory-Aktien — Die Chip-Verkäufe erstreckten sich auch auf Memory-Aktien am Donnerstag und setzten sich in der Vorhandelsphase am Freitag fort. Micron Technology und Lam Research fielen um 3%, während Seagate Technology um 2,5% zurückgegangen war. Sandisk fiel um 1,5%. Cooper Companies — Die Aktie fügte fast 5% hinzu nachdem das Unternehmen im zweiten Quartal angepasste Gewinne von $1,21 pro Aktie erzielt hatte, was die Erwartungen der Analysten übertraf. Cooper Companies veröffentlichte auch einen Umsatz von $1,08 Milliarden, der die von den Analysten erwartete Summe von $1,05 Milliarden übertraf. Guidewire Software — Die Software-Aktie fiel um 14%. Guidewire veröffentlichte angepasste Bruttomargen von 66,4% im dritten Quartal, verglichen mit dem 67% der Analysten, die nach StreetAccount gesucht hatten. Das Unternehmen übertraf jedoch die Erwartungen auf allen Linien für den letzten Zeitraum. Chipotle Mexican Grill — Die Aktie war um 1,5% gestiegen, nachdem sie von JPMorgan auf "Überwachung" von "Gleichgewicht" erhoben wurde. Das Bankhaus sagte, dass die gleichen Verkaufszahlen des Unternehmens im ersten Quartal es denken lässt, dass es mehr potenzielles Plus als Minus in der Aktie gibt. Argan — Die Aktie des Bauingenieurunternehmens stieg um 11%. Die Ergebnisse für das erste Quartal übertrafen die Erwartungen, mit einem Gewinn von $3,24 pro Aktie auf einen Umsatz von $291 Millionen. Analysten, die von FactSet befragt wurden, hatten nach $2,31 pro Aktie und einem Umsatz von $256 Millionen gefragt. ServiceTitan — Die Softwareplattformanbieter mit dem Fokus auf Vertragsnehmer sahen ihre Aktien um 16% steigen. ServiceTitan erhöhte seine Vorhersagen für das laufende Jahr und sieht angepasste Einnahmen aus der Geschäftstätigkeit in einem Bereich von $142 Millionen bis $147 Millionen. Das übertraf seinen früheren Prognosebereich von $128 Millionen bis $133 Millionen und die FactSet-Konsensaufruf für $131,6 Millionen.

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Polen Capital, ein Investmentmanagementunternehmen, veröffentlichte seinen ersten Quartalsbericht für das Jahr 2025. In dem Bericht wird Argan, Inc. (NYSE:AGX) als führender Beitragender genannt. Argan, Inc. (NYSE:AGX) ist ein Holding-Unternehmen, das Konstruktions-, Kommissionierungs-, Wartungsdienste und damit verbundene Dienstleistungen für den Markt der Stromerzeugung anbietet. Am 13. Mai 2026 schloss Argan, Inc. (NYSE:AGX) bei $719,92 pro Aktie. Der monatliche Rückgang von Argan, Inc. (NYSE:AGX) betrug 19,62%, und seine Aktien stiegen um 292,71% über die letzten 52 Wochen an. Argan, Inc. (NYSE:AGX) hat eine Marktkapitalisierung von $10,05 Milliarden. Polen 5Perspectives Small Growth Strategy erklärte in seinem Q1 2026-Bericht, dass Argan, Inc. (NYSE:AGX) ein Bauunternehmen ist, das unter anderem Gasfeuerungs-Kraftwerke baut. In den letzten Jahren hat sich das Unternehmen von einer wachsenden Rücklage an Projekten zum Bau von Kraftwerken, die Strom für Datenzentren bereitstellen, die mit AI-Arbeitsspeicher arbeiten, profitiert. Besonders im genannten Zeitraum stieg Argan um 38% aufgrund sehr starken Earnings-Ergebnissen, die weit über den Erwartungen lagen, während die Rücklage auf fast $3 Milliarden wuchs und das Unternehmen weiterhin eine Nachfrage nach großen Skalenerzeugungsprojekten signalisierte. Im Rückblick erscheint Argan gut positioniert, um sich an einem mehrjährigen Investitionszyklus zur Errichtung von Strominfrastruktur zu beteiligen, während Unternehmen darum konkurrieren, Datenzentren online zu bringen.

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Okay, here’s a 600-word summary of the text, followed by a German translation:

Summary (600 words)

Amidst market volatility, investors can often find undervalued opportunities by focusing on long-term potential rather than short-term price fluctuations. This article identifies three stocks poised to benefit from the burgeoning artificial intelligence (AI) sector: Cipher Digital, Caterpillar, and Argan.

Cipher Digital (NASDAQ: CIFR) is a key player providing the data center infrastructure needed by tech giants developing AI. The company leases data centers, essentially acting as a landlord for the AI buildout. Despite a recent 32% year-to-date decline, Cipher Digital has experienced significant growth, driven by lucrative contracts like the $5.5 billion agreement with Amazon Web Services for 300 megawatts of capacity. The company’s strategy of expanding its capacity while awaiting the full realization of the AI opportunity is seen as a smart move. Recent deals further solidify demand, and the company’s financial position suggests continued growth.

Caterpillar (NYSE: CAT), a well-established construction equipment manufacturer, is experiencing a resurgence due to the AI buildout. The construction of massive AI data centers requires substantial equipment and services, creating a new demand for Caterpillar’s offerings. Beyond construction, Caterpillar’s power generators are seeing a boom as AI data centers and tech companies seek reliable energy sources. Sales in Caterpillar's Power & Energy segment increased by 44% year-over-year in Q4, reflecting significant growth. Despite a slight slowdown in the first half of the year, the company is experiencing a significant recovery, particularly driven by the energy demand fueled by the AI expansion.

Argan (NYSE: AGX) is benefiting from the need to replace aging power plants across the United States. The company provides engineering, procurement, and construction services for renewable energy sites and is experiencing a substantial backlog – more than doubling its existing backlog – due to the anticipated retirement of approximately 104 gigawatts of power generation capacity by 2030. This creates a long-term opportunity for Argan to build new, more efficient power plants to replace the outdated infrastructure, emphasizing the demand for reliable power generation.

The article emphasizes the importance of looking beyond market noise and focusing on fundamental trends. The AI boom is creating significant demand for infrastructure, equipment, and energy, presenting compelling investment opportunities. While there is always inherent risk in the stock market, these three companies are strategically positioned to capitalize on the long-term growth driven by the AI revolution.

Finally, the article includes a note on the "Motley Fool Stock Advisor" service, highlighting its historical performance and encouraging readers to explore its latest recommendations. It’s a standard promotional tactic to drive subscriptions to this investment service.

German Translation (600 Wörter)

Zusammenfassung (600 Wörter)

Trotz der Marktvolatilität können Investoren oft durch den Fokus auf langfristiges Potenzial, anstatt kurzfristige Preisänderungen, unterbewertete Chancen entdecken. Dieser Artikel identifiziert drei Aktien, die von der wachsenden Künstlichen Intelligenz (KI)-Branche profitieren dürften: Cipher Digital, Caterpillar und Argan.

Cipher Digital (NASDAQ: CIFR) ist ein wichtiger Akteur, der die Infrastruktur für Rechenzentren bereitstellt, die von Tech-Giganten benötigt werden, die KI entwickeln. Das Unternehmen vermietet Rechenzentren und agiert in diesem Sinne als Vermieter für den KI-Ausbau. Obwohl es in diesem Jahr bereits einen Rückgang von 32 % gab, hat Cipher Digital durch lukrative Verträge wie die 5,5 Milliarden Dollar Vereinbarung mit Amazon Web Services für 300 Megawatt Kapazität ein signifikantes Wachstum erlebt. Die Strategie des Unternehmens, seine Kapazität zu erweitern und auf die vollständige Realisierung der KI-Gelegenheit zu warten, gilt als kluge Entscheidung. Neuere Verträge festigen zudem die Nachfrage, und die finanzielle Position des Unternehmens deutet auf anhaltendes Wachstum hin.

Caterpillar (NYSE: CAT), ein etablierter Hersteller von Baumaschinen, erlebt eine Renaissance aufgrund des KI-Ausbaus. Der Bau riesiger KI-Rechenzentren erfordert erhebliche Maschinen und Dienstleistungen, was eine neue Nachfrage nach den Angeboten von Caterpillar schafft. Neben dem Baugewerbe verzeichnen Caterpillars Stromerzeuger einen Boom, da KI-Rechenzentren und Tech-Firmen zuverlässige Energiequellen suchen. Die Umsätze im Power & Energy Segment von Caterpillar stiegen im Quartal 4 um 44 % im Jahresvergleich und spiegeln ein erhebliches Wachstum wider. Trotz einer leichten Verlangsamung im ersten Halbjahr erholt sich das Unternehmen deutlich, insbesondere aufgrund der Energienachfrage, die durch die KI-Expansion angetrieben wird.

Argan (NYSE: AGX) profitiert von der Notwendigkeit, alte Kraftwerke in den Vereinigten Staaten zu ersetzen. Das Unternehmen bietet Engineering-, Beschaffungs- und Bauleistungen für Standorte für erneuerbare Energien und erlebt aufgrund der erwarteten Stilllegung von rund 104 Gigawatt Stromerzeugungs-Kapazität bis 2030 einen erheblichen Auftragseingang, der mehr als das Doppelte seines bestehenden Auftragseingangs verdoppelt. Dies schafft eine langfristige Gelegenheit für Argan, neue, effizientere Kraftwerke zu bauen, um die veraltete Infrastruktur zu ersetzen, was die Nachfrage nach zuverlässiger Stromerzeugung unterstreicht.

Der Artikel betont die Bedeutung, über Marktgeräusche hinauszublicken und sich auf fundamentale Trends zu konzentrieren. Der KI-Boom schafft eine erhebliche Nachfrage nach Infrastruktur, Maschinen und Energie und bietet überzeugende Investitionsmöglichkeiten. Obwohl es immer ein inhärentes Risiko auf dem Aktienmarkt gibt, sind diese drei Unternehmen strategisch positioniert, um von der langfristigen Wachstumsdynamik zu profitieren, die durch die KI-Revolution angetrieben wird.

Schließlich wird eine Bemerkung auf die „Motley Fool Stock Advisor“-Dienstleistung enthalten, die ihre historische Leistung hervorhebt und die Leser ermutigt, ihre neuesten Empfehlungen zu erkunden. Dies ist eine Standardwerbung, um Abonnements für diesen Investmentdienst zu fördern.

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 ($SPX) (SPY) on Friday closed down -1.67%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -1.73%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -1.93%.  June E-mini S&P futures (ESM26) fell -1.80%, and June E-mini Nasdaq futures (NQM26) fell -2.05%.

Stocks sold off sharply on Friday, with the S&P 500 posting a 7-month low and the Nasdaq 100 and the Dow Jones Industrials posting 6.75-month lows. Stocks retreated on Friday amid concerns that a protracted war in Iran will keep oil prices elevated and fuel both inflation and a slowdown in economic growth.  WTI crude oil prices surged by more than 5% on Friday, and global bond yields soared amid the risk of a protracted Iran war. Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Global bond yields jumped on Friday, weighing on stocks amid concern that a protracted war in Iran will keep energy prices high and fuel inflation. The 10-year T-note yield rose to an 8.25-month high Friday at 4.48%, the 10-year German Bund yield climbed to a 14.75-year high of 3.13%, and the 10-year Japan JGB bond yield rose to a 27-year high of 2.39%.

The US and Israel bombed several nuclear sites and steel facilities in Iran on Friday, as Iran targeted several Gulf states as the war entered its 27th day.  Saudi Arabia said it intercepted two ballistic missiles headed for Riyadh, and Kuwait said drones damaged the port of Shuwaikh, while another port called Mubarek Al Kabeer was also targeted.  Meanwhile, the Wall Street Journal reported the Pentagon is considering sending as many as 10,000 additional troops to the Middle East, on top of the 5,000 troops of two Marine Expeditionary Units already sent.

The University of Michigan US Mar consumer sentiment index was revised lower to 53.3 from the previously reported 55.5, weaker than expectations of 54.0.

The University of Michigan US Mar 1-year inflation expectations were revised upward to 3.8% from 3.4%, stronger than expectations of 3.6%. The Mar 5-10 year inflation expectations were unrevised at 3.2%, lower than expectations of an increase to 3.5%.

Market sentiment also took a hit today when China launched a pair of investigations into US trade practices, retaliating against similar probes by the Trump administration earlier this month, when the US said it was investigating China under Section 301 of the Trade Act for alleged excess manufacturing capacity.  China's Ministry of Commerce said its probes target US practices that disrupt global supply chains, covering restrictions on Chinese goods entering US markets, export controls on advanced technology, and limits on bilateral investment in critical sectors.  The other action focuses on US barriers to trade in green products, including restrictions on the export of Chinese renewable energy goods to the US and limits on cooperation in green technology.

Stock index futures initially moved higher in overnight trade after President Trump late Thursday extended his deadline for Iran to strike a deal with the US by 10 days to April 6, saying talks with the country were going "very well."

There are concerns that the Iran war could escalate throughout the Middle East.  Saudi Arabia agreed to give the US military access to King Fahd Air Base, and the UAE closed an Iranian-owned hospital and club.  Iran’s Middle Eastern neighbors are growing frustrated with Iran, which has responded to US and Israeli attacks by hitting targets in several nearby nations.

Crude oil prices (CLK26) remain high despite attempts to boost global supplies.  The IEA on March 11 released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month.  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 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 4% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.

Overseas stock markets settled mixed on Friday.  The Euro Stoxx 50 closed down -1.08%.  China's Shanghai Composite closed up +0.63%.  Japan's Nikkei Stock 225 closed down -0.43%.

Interest Rates

June 10-year T-notes (ZNM6) on Friday closed down by -0.5 of a tick.  The 10-year T-note yield rose +2.8 bp to 4.440%.  June T-notes tumbled to a 10-month nearest-futures low on Friday, and the 10-year T-note yield rose to an 8.25-month high of 4.482%.  T-notes were under pressure Friday amid a +5% surge in WTI crude oil prices, which boosts inflation expectations.  There are also concerns that damage to energy infrastructure from the Iran war will keep energy prices higher for longer and force the Fed to tighten monetary policy.  T-notes recovered from their worst level after the University of Michigan US Mar consumer sentiment index was revised lower than expected and after stocks sold off, sparking some safe-haven demand for T-notes.

European government bond yields moved higher on Friday.  The 10-year German bund yield jumped to a 14.75-year high of 3.129% and finished up +2.1 bp to 3.094%.  The 10-year UK gilt yield was unchanged at 4.974%.

ECB Feb 1-year CPI expectations unexpectedly eased to a 16-month low of 2.5% from 2.6% in Jan, weaker than expectations of an increase to 2.8%.  ECB Feb 3-year CPI expectations unexpectedly eased to 2.5% from 2.6% in Jan, weaker than expectations of an increase to 2.7%.

ECB Governing Council member Pierre Wunsch said, "an ECB rate hike in April is not out of the question" if there is solid evidence that the Iran war will be lasting and lead to higher inflation.

ECB Executive Board member Isabel Schnabel said the ECB shouldn't rush its response to the Iran war and must be careful not to "overreact."

UK Feb retail sales ex-auto fuel fell -0.4% m/m, a smaller decline than expectations of -1.0% m/m.

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 sold off on Friday, weighing on the broader market.  Datadog (DDOG) closed down more than -8% to lead losers in the S&P 500 and Nasdaq 100. Also, Atlassian (TEAM) and Autodesk (ADSK) closed down more than -4%, and Intuit (INTU), Salesforce (CRM), ServiceNow (NOW), and Workday (WDAY) closed down more than -3%.  In addition, Oracle (ORCL) and Adobe (ADBE) closed down more than -2%.

Cybersecurity stocks retreated on Friday after a report from Fortune said Anthropic is testing a new AI model that “poses significant cybersecurity risks.”  Okta (OKTA) closed down more than -7%, and CrowdStrike Holdings (CRWD), Palo Alto Networks (PANW), and Zscaler (ZS) closed down more than -5%.  Also, Cloudflare (NET) and Fortinet (FTNT) closed down more than -3%.

The Magnificent Seven technology stocks moved lower on Friday, weighing on the overall market.  Amazon.com (AMZN) and Meta Platforms (META) closed down more than -3%.  Also, Nvidia (NVDA), Tesla (TSLA), Microsoft (MSFT), and Alphabet (GOOGL) closed down more than -2%.  In addition, Apple (AAPL) closed down more than -1%.

Cryptocurrency-exposed stocks fell on Friday as Bitcoin (^BTCUSD) dropped more than -4% to a 3.5-week low.  Riot Platforms (RIOT) and Galaxy Digital Holdings (GLXY) closed down more than -8%, and Coinbase Global (COIN) and MARA Holdings (MARA) closed down more than -6%.  Also, Strategy (MSTR) closed down more than -5%.

Energy producers and energy service providers moved higher on Friday as WTI crude oil prices jumped more than +5%.  Halliburton (HAL) closed up more than +4%, and APA Corp (APA) and Exxon Mobil (XOM) closed up more than +3%.  Also, Phillips 66 (PSX), SLB Ltd (SLB), and Valero Energy (VLO) closed up more than +2%, and Baker Hughes (BKR), Devon Energy (DVN), Occidental Petroleum (OXY), and Marathon Petroleum (MPC) closed up more than +1%.  In addition,Chevron (CVX) closed up more than +1% to lead gainers in the Dow Jones Industrials.

Wix.com Ltd (WIX) closed down more than -2% after JPMorgan Chase downgraded the stock to underweight from neutral.

Two Harbors Investment Co (TWO) closed down more than -1% after Compass Point Research & Trading LLC downgraded the stock to neutral from buy.

Argan Inc. (AGX) closed up more than +38% after reporting Q4 diluted adjusted EPS of $3.47, well above the consensus of $1.98.

Unity Software (U) closed up more than +13% after reporting preliminary Q1 earnings that showed significant strength in Vector, the company’s AI-driven advertising unit.

Entergy (ETR) closed up more than +6% to lead gainers in the S&P 500 after signing a pact with Meta Platforms to supply 5.2 gigawatts of electricity to one of its data centers.

Venture Global (VG) closed up more than +4% after settling pending arbitration with Edison Investment Research concerning the Calcasieu Pass project.

Legence Corp (LGN) closed up more than +3% after reporting Q4 revenue of $738 million, well above the consensus of $621 million, and forecasting full-year revenue of $3.7 billion to $3.9 billion, stronger than the consensus of $3.48 billion.

Primo Brands (PRMB) closed up more than +2% after Jeffries upgraded the stock to buy from hold with a price target of $25.

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.

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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 ($SPX) (SPY) on Friday closed down -1.67%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -1.73%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -1.93%.  June E-mini S&P futures (ESM26) fell -1.80%, and June E-mini Nasdaq futures (NQM26) fell -2.05%.

Stocks sold off sharply on Friday, with the S&P 500 posting a 7-month low and the Nasdaq 100 and the Dow Jones Industrials posting 6.75-month lows. Stocks retreated on Friday amid concerns that a protracted war in Iran will keep oil prices elevated and fuel both inflation and a slowdown in economic growth.  WTI crude oil prices surged by more than 5% on Friday, and global bond yields soared amid the risk of a protracted Iran war.

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Global bond yields jumped on Friday, weighing on stocks amid concern that a protracted war in Iran will keep energy prices high and fuel inflation. The 10-year T-note yield rose to an 8.25-month high Friday at 4.48%, the 10-year German Bund yield climbed to a 14.75-year high of 3.13%, and the 10-year Japan JGB bond yield rose to a 27-year high of 2.39%.

The US and Israel bombed several nuclear sites and steel facilities in Iran on Friday, as Iran targeted several Gulf states as the war entered its 27th day.  Saudi Arabia said it intercepted two ballistic missiles headed for Riyadh, and Kuwait said drones damaged the port of Shuwaikh, while another port called Mubarek Al Kabeer was also targeted.  Meanwhile, the Wall Street Journal reported the Pentagon is considering sending as many as 10,000 additional troops to the Middle East, on top of the 5,000 troops of two Marine Expeditionary Units already sent.

The University of Michigan US Mar consumer sentiment index was revised lower to 53.3 from the previously reported 55.5, weaker than expectations of 54.0.

The University of Michigan US Mar 1-year inflation expectations were revised upward to 3.8% from 3.4%, stronger than expectations of 3.6%. The Mar 5-10 year inflation expectations were unrevised at 3.2%, lower than expectations of an increase to 3.5%.

Story Continues

Market sentiment also took a hit today when China launched a pair of investigations into US trade practices, retaliating against similar probes by the Trump administration earlier this month, when the US said it was investigating China under Section 301 of the Trade Act for alleged excess manufacturing capacity.  China's Ministry of Commerce said its probes target US practices that disrupt global supply chains, covering restrictions on Chinese goods entering US markets, export controls on advanced technology, and limits on bilateral investment in critical sectors.  The other action focuses on US barriers to trade in green products, including restrictions on the export of Chinese renewable energy goods to the US and limits on cooperation in green technology.

Stock index futures initially moved higher in overnight trade after President Trump late Thursday extended his deadline for Iran to strike a deal with the US by 10 days to April 6, saying talks with the country were going "very well."

There are concerns that the Iran war could escalate throughout the Middle East.  Saudi Arabia agreed to give the US military access to King Fahd Air Base, and the UAE closed an Iranian-owned hospital and club.  Iran’s Middle Eastern neighbors are growing frustrated with Iran, which has responded to US and Israeli attacks by hitting targets in several nearby nations.

Crude oil prices (CLK26) remain high despite attempts to boost global supplies.  The IEA on March 11 released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month.  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 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 4% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.

Overseas stock markets settled mixed on Friday.  The Euro Stoxx 50 closed down -1.08%.  China's Shanghai Composite closed up +0.63%.  Japan's Nikkei Stock 225 closed down -0.43%.

Interest Rates

June 10-year T-notes (ZNM6) on Friday closed down by -0.5 of a tick.  The 10-year T-note yield rose +2.8 bp to 4.440%.  June T-notes tumbled to a 10-month nearest-futures low on Friday, and the 10-year T-note yield rose to an 8.25-month high of 4.482%.  T-notes were under pressure Friday amid a +5% surge in WTI crude oil prices, which boosts inflation expectations.  There are also concerns that damage to energy infrastructure from the Iran war will keep energy prices higher for longer and force the Fed to tighten monetary policy.  T-notes recovered from their worst level after the University of Michigan US Mar consumer sentiment index was revised lower than expected and after stocks sold off, sparking some safe-haven demand for T-notes.

European government bond yields moved higher on Friday.  The 10-year German bund yield jumped to a 14.75-year high of 3.129% and finished up +2.1 bp to 3.094%.  The 10-year UK gilt yield was unchanged at 4.974%.

ECB Feb 1-year CPI expectations unexpectedly eased to a 16-month low of 2.5% from 2.6% in Jan, weaker than expectations of an increase to 2.8%.  ECB Feb 3-year CPI expectations unexpectedly eased to 2.5% from 2.6% in Jan, weaker than expectations of an increase to 2.7%.

ECB Governing Council member Pierre Wunsch said, "an ECB rate hike in April is not out of the question" if there is solid evidence that the Iran war will be lasting and lead to higher inflation.

ECB Executive Board member Isabel Schnabel said the ECB shouldn't rush its response to the Iran war and must be careful not to "overreact."

UK Feb retail sales ex-auto fuel fell -0.4% m/m, a smaller decline than expectations of -1.0% m/m.

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 sold off on Friday, weighing on the broader market.  Datadog (DDOG) closed down more than -8% to lead losers in the S&P 500 and Nasdaq 100. Also, Atlassian (TEAM) and Autodesk (ADSK) closed down more than -4%, and Intuit (INTU), Salesforce (CRM), ServiceNow (NOW), and Workday (WDAY) closed down more than -3%.  In addition, Oracle (ORCL) and Adobe (ADBE) closed down more than -2%.

Cybersecurity stocks retreated on Friday after a report from Fortune said Anthropic is testing a new AI model that “poses significant cybersecurity risks.”  Okta (OKTA) closed down more than -7%, and CrowdStrike Holdings (CRWD), Palo Alto Networks (PANW), and Zscaler (ZS) closed down more than -5%.  Also, Cloudflare (NET) and Fortinet (FTNT) closed down more than -3%.

The Magnificent Seven technology stocks moved lower on Friday, weighing on the overall market.  Amazon.com (AMZN) and Meta Platforms (META) closed down more than -3%.  Also, Nvidia (NVDA), Tesla (TSLA), Microsoft (MSFT), and Alphabet (GOOGL) closed down more than -2%.  In addition, Apple (AAPL) closed down more than -1%.

Cryptocurrency-exposed stocks fell on Friday as Bitcoin (^BTCUSD) dropped more than -4% to a 3.5-week low.  Riot Platforms (RIOT) and Galaxy Digital Holdings (GLXY) closed down more than -8%, and Coinbase Global (COIN) and MARA Holdings (MARA) closed down more than -6%.  Also, Strategy (MSTR) closed down more than -5%.

Energy producers and energy service providers moved higher on Friday as WTI crude oil prices jumped more than +5%.  Halliburton (HAL) closed up more than +4%, and APA Corp (APA) and Exxon Mobil (XOM) closed up more than +3%.  Also, Phillips 66 (PSX), SLB Ltd (SLB), and Valero Energy (VLO) closed up more than +2%, and Baker Hughes (BKR), Devon Energy (DVN), Occidental Petroleum (OXY), and Marathon Petroleum (MPC) closed up more than +1%.  In addition,Chevron (CVX) closed up more than +1% to lead gainers in the Dow Jones Industrials.

Wix.com Ltd (WIX) closed down more than -2% after JPMorgan Chase downgraded the stock to underweight from neutral.

Two Harbors Investment Co (TWO) closed down more than -1% after Compass Point Research & Trading LLC downgraded the stock to neutral from buy.

Argan Inc. (AGX) closed up more than +38% after reporting Q4 diluted adjusted EPS of $3.47, well above the consensus of $1.98.

Unity Software (U) closed up more than +13% after reporting preliminary Q1 earnings that showed significant strength in Vector, the company’s AI-driven advertising unit.

Entergy (ETR) closed up more than +6% to lead gainers in the S&P 500 after signing a pact with Meta Platforms to supply 5.2 gigawatts of electricity to one of its data centers.

Venture Global (VG) closed up more than +4% after settling pending arbitration with Edison Investment Research concerning the Calcasieu Pass project.

Legence Corp (LGN) closed up more than +3% after reporting Q4 revenue of $738 million, well above the consensus of $621 million, and forecasting full-year revenue of $3.7 billion to $3.9 billion, stronger than the consensus of $3.48 billion.

Primo Brands (PRMB) closed up more than +2% after Jeffries upgraded the stock to buy from hold with a price target of $25.

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. This article was originally published on Barchart.com

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

Zusammenfassung:

Dieser Bericht dokumentiert erhebliche Handelsaktivitäten von Führungskräften in verschiedenen börsennotierten Unternehmen während Januar 2024. Besonders auffällig ist, dass mehrere große Finanzinstitute – Costco, Goldman Sachs und Morgan Stanley – bedeutende Aktienverkäufe durch leitende Angestellte verzeichneten, die insgesamt über 65 Millionen Dollar betrugen. Diese Verkäufe umfassten die Veräußerung von Hunderttausenden bis zu über einer Million Aktien zu Preisen von 955 bis 971 Dollar (Goldman Sachs), 185 bis 19 Millionen Dollar (Morgan Stanley) und 379 bis 386 Dollar (Argan). Die Gründe für diese Verkäufe sind unklar, weisen aber möglicherweise auf eine Veränderung der Stimmung oder strategische Entscheidungen des Unternehmensleitungs hin.

Über den Finanzsektor hinaus umfasst der Bericht auch Aktivitäten in Einzelhandels- und Technologieunternehmen. GameStop erlebte eine erhebliche, bullische Injektion von Aktienkäufen durch seinen CEO, Ryan Cohen, was das Vertrauen in die Zukunft des Unternehmens widerspiegelt. Unter Armour beobachtete eine erhebliche Anhäufung von Aktien durch Prem Watsa, einen Großaktionär, was eine starke Überzeugung von der Unterschätzung des Unternehmens signalisierte. Ally Financial berichtete ebenfalls über einen Kauf durch seinen CEO, Michael George Rhodes.

Zusätzlich zeigten Argan und Mission Produce weiterhin Anhäufungen von Aktien durch ihre größten Investoren, was das Vertrauen in das Potenzial dieser Unternehmen bestätigte.

Der Bericht enthält außerdem einen kurzen Abschnitt über verwandte Nachrichten, darunter eine Abfindung bei Nvidia und Hervorhebungen von Salesforce und anderen Softwareaktien. Schließlich wurde ein Vorschlag von deutschen Ökonomen zur Rückführung von Gold aus US-Tresoren enthalten, was auf globale wirtschaftliche Bedenken hindeutet.

Die Handelsaktivitäten von Führungskräften in diesen Unternehmen bieten einen Einblick in die Marktentaktivität und können als Signal für Anlegervertrauen, Vorsicht oder strategische Neuausrichtung interpretiert werden.

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

Aktienmarkt heute: Der Dow Jones Index und andere wichtige Indizes stiegen am Freitag. Der Ulta Beauty-Aktie brach aus einem Muster aus.

Explanation of Choices:

• Aktienmarkt heute: "Stock Market Today"
• stiegen: "rose" – this is the most direct translation for "closed higher"
• stiegen aus...: “broke out of…”
• Muster aus...: “pattern out of…”

Would you like me to elaborate on any part of the translation or summary?

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

Aktuelle Börsenlage: Der Dow Jones-Index liegt heute Nachmittag nahe seiner Tagesnebel. Palantir soll seine positive Rallye fortsetzen.

Notes on the Translation:

• "Near the day’s lows" translates to "nahe seiner Tagesnebel" (near its day's lows).
• "Looking to extend a win streak" translates to "soll seine positive Rallye fortsetzen" (is expected to continue its positive performance).

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

Aktuelle Börsenlage: Der Dow Jones Index steigt am Freitag nach Inflationsdaten. Der Netflix-Aktienkurs fällt aufgrund des Angebots zur Übernahme von Warner Bros.

(Note: "Aktuelle Börsenlage" = Current Stock Market Situation, "Angebots zur Übernahme" = offer for acquisition)

Do you want me to provide any variations of the translation, or perhaps explain any specific phrasing?