Jet fuel prices doubled to $4.24/gallon after Iran strikes. United Airlines models $175 oil while Spirit warns of liquidation and Asian carriers cut costs.
Tesla (TSLA) stock has declined 20% YTD. April brings Q1 deliveries, Cybercab production start, and EU FSD approval—three catalysts that could shift sentiment.
Sysco (SYY) stock dropped 5.4% after revealing plans to acquire Jetro Restaurant Depot for $29.1B, funded largely through debt. Deal closes Q3 FY2027.
Century Aluminum (CENX) surged 8.6% premarket as Middle East facility attacks threaten 4-5M metric tons of aluminum exports, driving prices higher.
Bill Ackman says Microsoft and Nvidia are trading at historic discounts. He also calls Fannie Mae and Freddie Mac a potential 10X investment opportunity.
Voyager Technologies (VOYG) stock jumped 4.6% as Citi initiated a Buy rating with $36 target, citing Starlab project and missile defense market potential.
Starcloud raised $170M at $1.1B valuation to build orbital AI data centers, becoming Y Combinator’s fastest unicorn while deploying Nvidia H100 GPUs in space.
MicroCloud Hologram (HOLO) posted $56.5M revenue for FY2025, up 39.1%, with improved working capital but stock down 94% year-over-year near $1.90.
Morgan Stanley names Meta (META) its top pick with $775 price target, citing 10-year valuation low and 50% upside potential despite 2026 selloff.
AMD stock receives $330 price target from Aletheia Capital, implying 63% upside. Analysts cite agentic AI expansion and data center growth projections.