NXP Semiconductors N.V. offers various semiconductor products. The company's product portfolio includes microcontrollers; application processors, including i.MX application processors, and i.MX 8 and 9 family of applications processors; communication processors; wireless connectivity solutions, such as near field communications, ultra-wideband, Bluetooth low-energy, Zigbee, and Wi-Fi and Wi-Fi/Bluetooth integrated SoCs; analog and interface devices; radio frequency power amplifiers; and security controllers, as well as semiconductor-based environmental and inertial sensors, including pressure, inertial, magnetic, and gyroscopic sensors. Its products are used in various applications, including automotive, industrial and Internet of Things, mobile, and communication infrastructure. The company markets its products to various original equipment manufacturers, contract manufacturers, and distributors. It operates in China, the Netherlands, the United States, Singapore, Germany, Japan, South Korea, Taiwan, and internationally. N.V. was incorporated in 2006 and is headquartered in Eindhoven, the Netherlands.

NXP Semiconductors показывает смешанную фундаментальную картину. С одной стороны, компания демонстрирует высокие показатели по рентабельности (ROE 21.63%) и значительное превышение медианных значений по большинству ключевых метрик, включая чистую прибыль и выручку, что свидетельствует о сильной финансовой позиции. Однако, с другой стороны, мультипликаторы, такие как P/E (27.99) и P/B (5.68), значительно выше медианных значений отрасли, что может указывать на возможную переоцененность акций. Долговая нагрузка также вызывает опасения, так как соотношение долга и капитала (1.09) существенно превышает медианные значения. Дивидендная доходность остается стабильной, но низкой (0.46), что может не привлекать инвесторов, ориентированных на доход. В целом, несмотря на сильные операционные показатели, высокая оценка по мультипликаторам и долговая нагрузка могут негативно повлиять на целевую цену акций компании в будущем.

NXP Semiconductors N.V.

The S&P 500 Index ($SPX) (SPY) today is down -0.06%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.23%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.20%. June E-mini S&P futures (ESM26) are down -0.04%, and June E-mini Nasdaq futures (NQM26) are down -0.14%.
Stock indexes are under pressure today as the price of crude oil soars more than +8% after President Trump dashed hopes for a quick end to the war with Iran. During a speech to the American public on Wednesday evening, Mr. Trump pledged more aggressive action against Iran over the next two to three weeks and offered no concrete plans to reopen the Strait of Hormuz. WTI crude oil prices are up by more than 8% today, at a 3.5-week high, fueling inflation fears.
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However, stocks recovered from their worst levels as short covering emerged on a report from Iran’s state-run IRNA that said Iran is drafting a protocol with Oman to monitor traffic through the Strait of Hormuz, citing Iranian Deputy Foreign Minister Kazem Gharibaldi. Also, today’s US economic news was better than expected and supportive of stocks. Weekly initial unemployment claims unexpectedly fell by -9,000 to a 2.5-month low of 202,000, showing a stronger labor market than expectations of an increase to 212,000. Also, the Feb trade deficit was -$57.3 billion, narrower than expectations of -$60.6 billion.
Crude oil prices (CLK26) are surging by more than +8% today as the Iran war looks set to drag on and the Strait of Hormuz remains effectively closed. The UAE is preparing to help the US and other allies open the Strait of Hormuz by force and is lobbying for a United Nations Security Council resolution authorizing such action. The International Energy Agency warned that even if the war were to end within a few weeks, it would still take time for normal flows through Hormuz to resume, as some energy infrastructure has been damaged and is facing lengthy repairs.
The markets are discounting a 1% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.
Overseas stock markets are lower today. The Euro Stoxx 50 is down -0.85%. China's Shanghai Composite closed down -0.74%. Japan's Nikkei Stock 225 fell from a 2-week high and closed down sharply by -2.38%.
Interest Rates
June 10-year T-notes (ZNM6) today are up by +3 ticks. The 10-year T-note yield is down by -2.6 bp to 4.293%. June T-notes recovered from early losses and moved higher today as a sell-off in equity markets boosted safe-haven demand for T-notes. Also, T-notes are finding support on concerns that soaring energy prices will derail the global economy and may prompt the Fed to lower interest rates.
T-notes today initially moved lower as a surge in crude oil prices pushed inflation expectations higher. WTI crude is up more than +8% at a 3.5-week high, pushing the 10-year breakeven inflation rate to a 1-week high of 2.361% today.
European government bond yields are moving lower today. The 10-year German bund yield is down -0.1 bp to 2.984%. The 10-year UK gilt yield is down -1.0 bp to 4.820%.
Swaps are discounting a 47% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
Chip makers and AI-infrastructure stocks are retreating today, weighing on the broader market. ARM Holdings Plc (ARM) is down more than -5% to lead losers in the Nasdaq 100. Also, Western Digital (WDC) is down more than -2%. In addition, Micron Technology (MU), Lam Research (LRCX), ASML Holding NV (ASML), Applied Materials (AMAT), Qualcomm (QCOM), and NXP Semiconductors NV (NXPI) are down more than -1%.
Airline stocks and cruise line operators are moving sharply lower today as crude oil prices surge more than +8%, raising fuel costs and cutting into corporate profits. American Airlines Group (AAL), Carnival (CCL), and Norwegian Cruise Line Holdings (NCLH) are down more than -4%, and United Airlines Holdings (UAL) and Southwest Airlines (LUV) are down more than -3%. Also, Alaska Air Group (ALK), Royal Caribbean Cruises Ltd (RCL), and Delta Air Lines (DAL) are down more than -2%.
Energy producers and energy service providers are rallying today as WTI crude oil soars by more than +8%. Diamondback Energy (FANG) is up more than +2%, and APA Corp (APA), Occidental Petroleum (OXY), ConocoPhillips (COP), Chevron (CVX), Marathon Petroleum (MPC), Halliburton (HAL), and Devon Energy (DVN) are up more than +1%.
Alto Neuroscience (ANRO) is down more than -3% after its ALTO-101 to treat cognitive impairment associated with schizophrenia failed to achieve statistical significance versus placebo in a Phase 2 trial.
Estee Lauder (EL) is down more than -4% to lead losers in the S&P 500 after saying it’s advancing in negotiations to combine with Puig Brands SA.
Tesla (TSLA) is down more than -3% after reporting Q1 vehicle deliveries of 358,023, below the consensus of 372,160.
Nike (NKE) is down more than -2% to lead losers in the Dow Jones Industrial, extending Wednesday’s -15% plunge after forecasting Q4 revenue to be down -2% to -4% and saying its turnaround efforts are taking longer than originally planned.
Globalstar (GSAT) is up more than +9% after the Financial Times reported that Amazon.com is in talks to acquire the company.
Wingstop (WING) is up more than +6% after Raymond James upgraded the stock to strong buy from outperform with a price target of $240.
SM Energy (SM) is up more than +4% after BMO Capital Markets raised its price target on the stock to $33 from $26.
Intel (INTC) is up more than +3% to lead gainers in the Nasdaq 100 after D.A. Davidson said Intel’s action to pay $14.2 billion to buy back half of its plant in Ireland bodes well for the company’s turnaround story.
Matador Resources (MTDR) is up more than +3% after KeyBanc Capital Markets raised its price target on the stock to $73 from $61.
Earnings Reports(4/2/2026)
Acuity Inc (AYI), AirSculpt Technologies Inc (AIRS), AngioDynamics Inc (ANGO), FS Bancorp Inc (FSBW), Lindsay Corp (LNN).
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.

Stocks Pare Losses on Hormuz Report

Wall Street closed sharply higher on Tuesday, driven by tech and discretionary stocks. Investor mood was upbeat on reports suggesting that President Trump had signaled a willingness to end the Iran conflict, even if the Strait of Hormuz remained largely closed. All three benchmark indexes ended in the green.
How Did the Benchmarks Perform?
The Dow Jones Industrial Average (DJI) rose 2.5%, or 1125.37 points, to close at 46,341.51. Twenty-five components of the 30-stock index ended in positive territory, while five ended in negative.
The tech-heavy Nasdaq Composite added 795.99 points, or 3.8%, to close at 21,590.63.
The S&P 500 gained 184.8 points, or 2.9%, to close at 6,528.52. Nine of the 11 broad sectors of the benchmark index closed in the green. The Communication Services Select Sector SPDR (XLC), the Technology Select Sector SPDR (XLK) and the Consumer Discretionary Select Sector SPDR (XLY) advanced 4.4%, 4.2%, 3.3% respectively, while the Energy Select Sector SPDR (XLE) declined 1.1%.
The fear gauge CBOE Volatility Index (VIX) decreased 17.5% to 25.25. A total of 22.4 billion shares were traded on Tuesday, higher than the last 20-session average of 20.3 billion. Advancers outnumbered decliners by a 5.2-to-1 ratio on the S&P 500. The S&P 500, Nasdaq and the Dow Jones posted their largest single-day gains since May 2025.
Wall Street Rallies on Hopes of Middle East De-escalation
Wall Street closed sharply higher on Tuesday as optimism grew over a possible de-escalation in the Middle East conflict, which had recently driven oil prices higher and stoked global inflation fears. Sentiment improved after a The Wall Street Journal report said Donald Trump was open to ending the military campaign against Iran, even if the Strait of Hormuz stays largely closed.
All three major U.S. indexes rallied strongly, with the S&P 500, Nasdaq Composite and Dow Jones Industrial Average marking their biggest single-day gains in months. Technology and consumer discretionary stocks outperformed, supported by easing concerns over inflation and interest rates. Lower bond yields boosted demand for growth stocks, while hopes of stable energy prices improved the outlook for consumer spending, lifting discretionary shares.
Chip Stocks Surge in Strong Recovery Session
The PHLX Semiconductor Sector Index (SOX) surged 6.24%, its strongest session in nearly a year, rebounding after a sharp decline in the previous session as investors returned to chip stocks amid improving market sentiment.
Consequently, shares of NVIDIA Corporation NVDA and NXP Semiconductors N.V. NXPI added 5.9% and 5.1%, respectively. While NVDA sports a Zacks Rank #1 (Strong Buy), NXPI has a #3 (Hold). You can see the complete list of today's Zacks #1 Rank stocks here.
Monthly Roundup
Wall Street closed the month of March sharply lower. The Dow Jones Industrial Average was down 5.4%, the S&P 500 fell 5.1%, and the Nasdaq Composite lost 4.8%, their worst month since late 2022. Losses were due to Iran conflict-led oil spikes and inflation fears, with a late-month rally failing to offset declines.
Quarterly Roundup
In the quarter ended March 31, 2026, the Nasdaq Composite fell 7.1%, the S&P 500 dropped 4.6% and the Dow Jones Industrial Average declined 3.6%, pressured by Middle East tensions, elevated oil prices, persistent inflation, rising bond yields and uncertainty over Fed policy.
Economic Data
Per S&P Global data, Case Shiller Home Prices for 10-City Composites remained flat for January. The 20-City Composite decreased 0.1%.
Per the Conference Board, U.S. Consumer Confidence for March rose to 91.8 against a consensus of 87.5. The number for February remained unrevised at 91.2.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
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NVIDIA Corporation (NVDA) : Free Stock Analysis Report
NXP Semiconductors N.V. (NXPI) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stock Market News for Apr 1, 2026

The S&P 500 Index ($SPX) (SPY) on Tuesday closed up +2.91%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +2.49%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +3.43%. June E-mini S&P futures (ESM26) rose +2.88%, and June E-mini Nasdaq futures (NQM26) rose +3.42%.
Stock indexes rallied sharply on Tuesday in hopes that an end to the Iran war is near. The Wall Street Journal reported Tuesday that President Trump signaled he was willing to end the US military campaign against Iran even if the Strait of Hormuz remains closed. The report said Mr. Trump believes the US should wind down hostilities while pressuring Iran diplomatically to reopen the Strait. If that fails, the US will press allies in Europe and the Gulf to take the lead on reopening the waterway. US and Israeli forces pressed ahead with attacks on Iran on Tuesday, while Iran hit a Kuwaiti oil tanker off Dubai in a drone attack, and the UAE reported a drone attack.
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Stocks added to their gains, and crude oil prices tumbled Tuesday afternoon after Iran signaled openness to resolving the war. Iranian President Masoud Pezeskhian said his country had the "necessary will to end this war," provided that hostilities end on all fronts and that Iran's sovereignty over the Strait of Hormuz is recognized.
Falling bond yields are also supportive of stocks, as the 10-year T-note yield dropped to a 1-week low of 4.28% on Tuesday. Bond yields declined amid hopes that an end to the Iran war will lower energy prices, easing inflation concerns. Stocks also found support on Tuesday after the US Mar consumer confidence index unexpectedly rose.
The US Jan S&P CaseShiller composite-20 home price index rose +1.18% y/y, weaker than expectations of +1.38% y/y and the smallest pace of increase in 2.5 years.
The US Mar MNI Chicago PMI fell -4.9 to 52.8, weaker than expectations of 55.0.
The Conference Board US Mar consumer confidence index unexpectedly rose +0.8 to 91.8, stronger than expectations of a decline to 87.9.
US Feb JOLTS job openings fell -358,000 to 6.882 million, weaker than expectations of 6.890 million.
Hawkish comments on Tuesday from Kansas City Fed President Jeff Schmid were negative for stocks, as he said he's "more focused on the risks to inflation at this time" and that he's concerned inflation will get stuck closer to 3% as the recent surge in energy prices will likely feed through to core inflation.
Signs of strength in China’s economy are supportive for global growth prospects and stocks. The China March manufacturing PMI rose +1.4 to 50.4, better than expectations of 50.1 and the strongest pace of expansion in a year. Also, the China March non-manufacturing PMI rose by +0.6 to 50.1, better than expectations of 49.9.
Crude oil prices (CLK26) fell from a 3-week high on Tuesday but remain supported despite President Trump signaling he is willing to end the war with Iran, as the Strait of Hormuz remains effectively closed. 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 Tuesday. The Euro Stoxx 50 closed up +0.50%. China's Shanghai Composite fell from a 1-week high and closed down -0.80%. Japan's Nikkei Stock 225 fell to a 3-month low and closed down -1.58%.
Interest Rates
June 10-year T-notes (ZNM6) on Tuesday closed up by +7.5 ticks. The 10-year T-note yield fell -4.1 bp to 4.307%. June T-notes rose to a 1-week high on Tuesday, and the 10-year T-note yield fell to a 1-week low of 4.283%. T-notes moved higher on Tuesday in hopes that an end to the Iran war will lower energy prices and ease inflation concerns. T-notes fell from their best level after the US Mar consumer confidence index unexpectedly rose and after Kansas City Fed President Jeff Schmid said he's "more focused on the risks to inflation at this time."
European government bond yields moved lower on Tuesday. The 10-year German bund yield fell -3.1 bp to 3.004%. The 10-year UK gilt yield fell -1.9 bp to 4.916%.
Eurozone Mar CPI rose +2.5% y/y, the most in 14 months, but below expectations of +2.6% y/y. Mar core CPI rose +2.3% y/y, weaker than expectations of +2.4% y/y.
German Feb retail sales unexpectedly fell -0.6% m/m, weaker than expectations of a +0.3% m/m increase.
ECB Governing Council member Madis Muller said, "The ECB can't rule out changes in interest rates already in April if energy prices remain at a high level for a long time."
Swaps are discounting a 55% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
The Magnificent Seven technology stocks are climbing today, helping lift the overall market. Meta Platforms (META) closed up more than +6%, and Nvidia (NVDA) and Alphabet (GOOGL) closed up more than +5%. Also, Tesla (TSLA) closed up more than +4%, and Amazon.com (AMZN) and Microsoft (MSFT) closed up more than +3%. In addition, Apple (AAPL) closed up more than +2%.
Marvell Technology (MRVL) closed up more than +12% to lead gainers in the Nasdaq 100 and chip stocks after Nvidia said it is investing $2 billion in the company. Also, ON Semiconductor (ON) closed up more than +11% to lead gainers in the S&P 500, and Sandisk (SNDK) and ARM Holdings Plc (ARM) closed up more than +10%. In addition, Western Digital (WDC), Intel (INTC), Seagate Technology Holdings Plc (STX), and Microchip Technology (MCHP) closed up more than +7%, and KLA Corp (KLAC) and Lam Research (LRCX) closed up more than +6%. Finally, Applied Materials (AMAT), Broadcom (AVGO), and ASML Holding NV (ASML) closed up more than +5%, and Micron Technology (MU), Analog Devices (ADI), and NXP Semiconductors NV (NXPI) closed up more than +4%.
Airline stocks surged on Tuesday as crude oil prices fell by more than -1% in hopes that an end to the Iran war is near. United Airlines Holdings (UAL) closed up more than +8%, and Alaska Air Group (ALK) closed up more than +7%. Also, American Airlines Group (AAL) and Delta Air Lines (DAL) closed up more than +5%, and Southwest Airlines (LUV) closed up more than +3%.
Home builders and building suppliers moved higher on Tuesday after the 10-year T-note yield fell to a 1-week low, which lowers mortgage rates and supports housing demand. Builders Firstsource (BLDR) and Toll Brothers (TOL) closed up more than +4%, and DR Horton (DHI) and Pulte Group (PHM) closed up more than +3%. Also, Lennar (LEN) and KB Home (KBH) closed up more than +2%.
Energy producers and energy service providers moved lower on Tuesday after WTI crude oil fell from a 3-week high, dropping by more than 1%. APA Corp (APA) and Devon Energy (DVN) closed down more than -2%, and Chevron (CVX) closed down more than -1% to lead losers in the Dow Jones Industrials. Also, Occidental Petroleum (OXY), Exxon Mobil (XOM), Phillips 66 (PSX), and Valero Energy (VLO) closed down more than -1%.
Apellis Pharmaceuticals (APLS) closed up more than +135% after being acquired by Biogen for $5.6 billion, or about $41 a share. Biogen (BIIB) closed down more than -2% on the news.
Centessa Pharmaceuticals (CNTA) closed up more than +44% after Eli Lilly agreed to buy the company for about $7.8 billion or $38 a share, plus a further $9 a share if three milestone targets are met.
Scholar Rock (SRRK) closed up by more than +14% after it resubmitted its Biologics License Application for apitegromab, a muscle-targeted therapy for spinal muscular atrophy.
Nebius Group NV (NBIS) closed up more than +12% after saying it plans to build a 310-megawatt server facility in Finland.
Caterpillar (CAT) closed up more than +6% to lead gainers in the Dow Jones Industrials after Barclays raised its price target on the stock to $700 from $625.
FactSet Research Systems (FDS) closed up more than +6% after reporting Q2 revenue of $611 million, better than the consensus of $604.9 million, and raising its full-year revenue forecast to $2.45 billion to $2.47 billion from a previous estimate of $2.42 billion to $2.45 billion, above the consensus of $2.45 billion.
Phreesia (PHR) is down more than -26% after cutting its 2027 revenue forecast to $510 million to $520 million from a previous forecast of $545 million to $559 million, well below the consensus of $550.9 million.
Constellation Energy (CEG) closed down more than -6% to lead losers in the S&P 500 and Nasdaq 100 after forecasting 2026 adjusted operating EPS of $11 to $12.00, the midpoint below the consensus of $11.72.
McCormick & Co (MKC) closed down more than -6% after agreeing to acquire Unilever’s Food business for $15.7 billion in cash and $29.7 billion of stock.
Earnings Reports(4/1/2026)
Conagra Brands Inc (CAG), Lamb Weston Holdings Inc (LW), MSC Industrial Direct Co Inc (MSM).
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
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Surge on Signs the US and Iran Seek to End War

The S&P 500 Index ($SPX) (SPY) today is up +1.02%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.67%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.10%. June E-mini S&P futures (ESM26) are up +1.10%, and June E-mini Nasdaq futures (NQM26) are up +1.15%.
Stock indexes are moving sharply higher today after the Wall Street Journal reported that President Trump had signaled he was willing to end the US military campaign against Iran even if the Strait of Hormuz remains closed. The report said Mr. Trump believes the US should wind down hostilities while pressuring Iran diplomatically to reopen the Strait. If that fails, the US will press allies in Europe and the Gulf to take the lead on reopening the waterway. US and Israeli forces pressed ahead with attacks on Iran today, while Iran hit a Kuwaiti oil tanker off Dubai in a drone attack, and the UAE reported a drone attack.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Falling bond yields are also supportive of stocks, as the 10-year T-note yield dropped to a 1-week low of 4.30% today. Bond yields are declining amid hopes that an end to the Iran war will lower energy prices, easing inflation concerns. Stocks also found support today after the US Mar consumer confidence index unexpectedly rose. Stock indexes fell back from their best levels as crude prices rose more than +1% to a 3-week high.
The US Jan S&P CaseShiller composite-20 home price index rose +1.18% y/y, weaker than expectations of +1.38% y/y and the smallest pace of increase in 2.5 years.
The US Mar MNI Chicago PMI fell -4.9 to 52.8, weaker than expectations of 55.0.
The Conference Board US Mar consumer confidence index unexpectedly rose +0.8 to 91.8, stronger than expectations of a decline to 87.9.
US Feb JOLTS job openings fell -358,000 to 6.882 million, weaker than expectations of 6.890 million.
Signs of strength in China’s economy are supportive for global growth prospects and stocks. The China March manufacturing PMI rose +1.4 to 50.4, better than expectations of 50.1 and the strongest pace of expansion in a year. Also, the China March non-manufacturing PMI rose by +0.6 to 50.1, better than expectations of 49.9.
Crude oil prices (CLK26) rose to a 3-week high today and remain supported despite President Trump signaling he is willing to end the war with Iran, as the Strait of Hormuz remains effectively closed. 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 +0.83%. China's Shanghai Composite fell from a 1-week high and closed down -0.80%. Japan's Nikkei Stock 225 fell to a 3-month low and closed down -1.58%.
Interest Rates
June 10-year T-notes (ZNM6) today are up by +8 ticks. The 10-year T-note yield is down -2.8 bp to 4.321%. June T-notes rose to a 1-week high today, and the 10-year T-note yield fell to a 1-week low of 4.295%. T-notes are climbing today on hopes that an end to the Iran war will lower energy prices and ease inflation concerns. T-notes fell from their best level after the US Mar consumer confidence index unexpectedly rose.
European government bond yields are moving lower today. The 10-year German bund yield is down -0.6 bp to 3.029%. The 10-year UK gilt yield is down -2.0 bp to 4.914%.
Eurozone Mar CPI rose +2.5% y/y, the most in 14 months, but below expectations of +2.6% y/y. Mar core CPI rose +2.3% y/y, weaker than expectations of +2.4% y/y.
German Feb retail sales unexpectedly fell -0.6% m/m, weaker than expectations of a +0.3% m/m increase.
ECB Governing Council member Madis Muller said, "The ECB can't rule out changes in interest rates already in April if energy prices remain at a high level for a long time."
Swaps are discounting a 50% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
The Magnificent Seven technology stocks are climbing today, helping lift the overall market. Nvidia (NVDA) and Meta Platforms (META) are up more than +3%, and Amazon.com (AMZN), Tesla (TSLA), and Alphabet (GOOGL) are up more than +2%. In addition, Microsoft (MSFT) is up more than +1%, and Apple (AAPL) is up +0.48%.
Marvell Technology (MRVL) is up more than +8% to lead gainers in the Nasdaq 100, and chip stocks are higher after Nvidia said it is investing $2 billion in the company. Also, ARM Holdings Plc (ARM) is up more than +6%, and Western Digital (WDC), ON Semiconductor (ON), and Sandisk (SNDK) are up more than +5%. In addition, Seagate Technology Holdings Plc (STX) is up more than +4%, and Lam Research (LRCX), Broadcom (AVGO), Intel (INTC), and Microchip Technology (MCHP) are up more than +3%. Finally, NXP Semiconductors NV (NXPI), KLA Corp (KLAC), Applied Materials (AMAT), and ASML Holding NV (ASML) are up more than +2%.
Home builders and building suppliers are moving higher today after the 10-year T-note yield fell to a 1-week low, which lowers mortgage rates and supports housing demand. Builders Firstsource (BLDR) and Toll Brothers (TOL) are up more than +2%. Also, Lennar (LEN) and Pulte Group (PHM) are up more than +1%, and KB Home (KBH) is up more +0.42%, and DR Horton (DHI) is up +0.40%.
Apellis Pharmaceuticals (APLS) is up more than +136% after being acquired by Biogen for $5.6 billion, or about $41 a share. Biogen (BIIB) is down more than -4% on the news.
Centessa Pharmaceuticals (CNTA) is up more than +44% after Eli Lilly agreed to buy the company for about $7.8 billion or $38 a share, plus a further $9 a share if three milestone targets are met.
Scholar Rock (SRRK) is up by more than +12% after it resubmitted its Biologics License Application for apitegromab, a muscle-targeted therapy for spinal muscular atrophy.
FactSet Research Systems (FDS) is up more than +7% to lead gainers in the S&P 500 after reporting Q2 revenue of $611 million, better than the consensus of $604.9 million, and raising its full-year revenue forecast to $2.45 billion to $2.47 billion from a previous estimate of $2.42 billion to $2.45 billion, above the consensus of $2.45 billion.
Nebius Group NV (NBIS) is up more than +5% after saying it plans to build a 310-megawatt server facility in Finland.
Phreesia (PHR) is down more than -26% after cutting its 2027 revenue forecast to $510 million to $520 million from a previous forecast of $545 million to $559 million, well below the consensus of $550.9 million.
Constellation Energy (CEG) is down more than -8% to lead losers in the S&P 500 and Nasdaq 100 after forecasting 2026 adjusted operating EPS of $11 to $12.00, the midpoint below the consensus of $11.72.
McCormick & Co (MKC) is down more than -6% after agreeing to acquire Unilever’s Food business for $15.7 billion in cash and $29.7 billion of stock.
Colgate-Palmolive (CL) is down more than -2% after TD Cowen downgraded the stock to hold from buy.
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.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Climb on Hopes for an End to Iran War

The S&P 500 Index ($SPX) (SPY) today is up +1.33%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +1.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.45%. June E-mini S&P futures (ESM26) are up +1.48%, and June E-mini Nasdaq futures (NQM26) are up +1.59%.
Stock indexes are moving sharply higher today after the Wall Street Journal reported that President Trump had signaled he was willing to end the US military campaign against Iran even if the Strait of Hormuz remains closed. The report said Mr. Trump believes the US should wind down hostilities while pressuring Iran diplomatically to reopen the Strait. If that fails, the US will press allies in Europe and the Gulf to take the lead on reopening the waterway. US and Israeli forces pressed ahead with attacks on Iran today, while Iran hit a Kuwaiti oil tanker off Dubai in a drone attack, and the UAE reported a drone attack.
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Falling bond yields are also supportive of stocks, as the 10-year T-note yield dropped to a 1-week low of 4.30% today. Bond yields are declining after WTI crude oil prices fell from a 3-week high today and are little changed, easing inflation concerns.
Signs of strength in China’s economy are supportive for global growth prospects and stocks. The China March manufacturing PMI rose +1.4 to 50.4, better than expectations of 50.1 and the strongest pace of expansion in a year. Also, the China March non-manufacturing PMI rose +0.6 to 50.1, better than expectations of 49.9.
Crude oil prices (CLK26) remain supported despite President Trump signaling he is willing to end the war with Iran, as the Strait of Hormuz remains effectively closed. 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 +0.60%. China's Shanghai Composite fell from a 1-week high and closed down -0.80%. Japan's Nikkei Stock 225 fell to a 3-month low and closed down -1.58%.
Interest Rates
June 10-year T-notes (ZNM6) today are up by +10 ticks. The 10-year T-note yield is down -4.6 bp to 4.303%. June T-notes rose to a 1-week high today, and the 10-year T-note yield fell to a 1-week low of 4.295%. T-notes are climbing today after WTI crude oil prices fell from a 3-week high and were little changed, easing inflation concerns.
European government bond yields are moving lower today. The 10-year German bund yield is down -2.1 bp to 3.014%. The 10-year UK gilt yield is down -3.9 bp to 4.895%.
Eurozone Mar CPI rose +2.5% y/y, the most in 14 months, but below expectations of +2.6% y/y. Mar core CPI rose +2.3% y/y, weaker than expectations of +2.4% y/y.
German Feb retail sales unexpectedly fell -0.6% m/m, weaker than expectations of a +0.3% m/m increase.
ECB Governing Council member Madis Muller said, "The ECB can't rule out changes in interest rates already in April if energy prices remain at a high level for a long time."
Swaps are discounting a 50% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
The Magnificent Seven technology stocks are climbing today, helping lift the overall market. Meta Platforms (META) is up more than +3%, and Amazon.com (AMZN), Microsoft (MSFT), Nvidia (NVDA), and Tesla (TSLA) are up more than +2%. Also, Alphabet (GOOGL) is up more than +1%, and Apple (AAPL) is up +0.81%.
Marvell Technology (MRVL) is up more than +7% to lead gainers in the Nasdaq 100, and chip stocks are higher after Nvidia said it is investing $2 billion in the company. Also, ARM Holdings Plc (ARM) is up more than +4%, and Lam Research (LRCX) is up more than +3%. In addition, Western Digital (WDC), Seagate Technology Holdings Plc (STX), NXP Semiconductors NV (NXPI), KLA Corp (KLAC), Applied Materials (AMAT), ASML Holding NV (ASML), and Microchip Technology (MCHP) are up more than +2%.
Home builders and building suppliers are moving higher today after the 10-year T-note yield fell to a 1-week low, which lowers mortgage rates and supports housing demand. Builders Firstsource (BLDR) and Lennar (LEN) are up more than +4%, and Toll Brothers (TOL) is up more than +2%. Also, DR Horton (DHI), Pulte Group (PHM), and KB Home (KBH) are up more than +1%.
Apellis Pharmaceuticals (APLS) is up more than +136% after being acquired by Biogen for $5.6 billion, or about $41 a share.
Centessa Pharmaceuticals (CNTA) is up more than +45% after Eli Lilly agreed to buy the company for about $7.8 billion or $38 a share, plus a further $9 a share if three milestone targets are met.
Scholar Rock (SRRK) is up by more than +14% after it resubmitted its Biologics License Application for apitegromab, a muscle-targeted therapy for spinal muscular atrophy.
Nebius Group NV (NBIS) is up more than +7% after saying it plans to build a 310-megawatt server facility in Finland.
FactSet Research Systems (FDS) is up more than +4% after reporting Q2 revenue of $611 million, better than the consensus of $604.9 million, and raising its full-year revenue forecast to $2.45 billion to $2.47 billion from a previous estimate of $2.42 billion to $2.45 billion, above the consensus of $2.45 billion.
Phreesia (PHR) is down more than -23% after cutting its 2027 revenue forecast to $510 million to $520 million from a previous forecast of $545 million to $559 million, well below the consensus of $550.9 million.
McCormick & Co (MKC) is down more than -5% to lead losers in the S&P 500 after agreeing to acquire Unilever’s Food business for $15.7 billion in cash and $29.7 billion of stock.
Constellation Energy (CEG) is down more than -5% to lead losers in the Nasdaq 100 after forecasting 2026 adjusted operating EPS of $11 to $12.00, the midpoint below the consensus of $11.72.
Colgate-Palmolive (CL) is down more than -1% after TD Cowen downgraded the stock to hold from buy.
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.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Rally as President Trump Considers Ending Iran War

The S&P 500 Index ($SPX) (SPY) today is up +0.83%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.86%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.06%. June E-mini S&P futures (ESM26) are up +0.81%, and June E-mini Nasdaq futures (NQM26) are up +1.07%.
Stocks are climbing today as crude oil prices plunged, and bond yields fell after the Trump administration stepped up efforts to end the war with Iran. The US sent a 15-point peace proposal to Iran that covers a rollback of Iran’s nuclear program, including the resumption of monitoring by the International Atomic Energy Agency, limits on missiles, and access for shipping through the Strait of Hormuz. In return, Iran would get relief from economic sanctions. WTI crude oil tumbled more than -4% on the news, and the 10-year T-note yield is down -4 bp to 4.32%.
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However, stock index futures fell from their best levels, and crude oil prices rebounded from their lows today after Iran’s semi-official news agency Fars said Iran rejects the US ceasefire proposal and said a truce and peace talks are not viable in current conditions. Iran wants a complete halt to “aggression and assassinations” by the enemy and the establishment of concrete mechanisms to ensure that the war is not reimposed on Iran. Also, Iran wants guaranteed, clearly defined payment for war damages and reparations, and international recognition and guarantees of Iran’s sovereign right to exercise authority over the Strait of Hormuz.
Despite the US peace proposal, Iran has kept up missile and drone attacks today on Israel and the Arab Gulf states. Saudi Arabia intercepted a drone in the east of the country, while a strike targeting Kuwait set ablaze a fuel tank at its main airport. 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.
US MBA mortgage applications fell -10.5% in the week ended March 20, with the mortgage purchase sub-index down -5.4% and the refinancing mortgage sub-index down -14.6%. The average 30-year fixed rate mortgage rose +13 bp to 6.43% from 6.30% the prior week.
The US Feb import index ex-petroleum rose +1.2% m/m, stronger than expectations of +0.4% m/m and the biggest increase in 4 years.
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 are higher today. The Euro Stoxx 50 is up +1.33%. China's Shanghai Composite closed up +1.30%. Japan's Nikkei Stock 225 closed up +2.87%.
Interest Rates
June 10-year T-notes (ZNM6) today are up by +15 ticks. The 10-year T-note yield is down -4.2 bp to 4.318%. June T-notes are moving higher today as reports of a US peace plan to end the war with Iran knocked crude oil prices down by more than -4%, reducing inflation expectations. The 10-year breakeven inflation rate dropped to a 2.5-week low of 2.301% today.
T-notes fell back from their best levels today after the US Feb import index ex-petroleum posted its largest increase in 4 years. Supply pressures are also weighing on T-notes, as the Treasury will auction $28 billion in 2-year floating-rate notes and $70 billion in 5-year T-notes later today.
European government bond yields are moving lower today. The 10-year German bund yield is down -6.8 bp to 2.959%. The 10-year UK gilt yield is down -12.8 bp to 4.830%.
The German Mar IFO business climate fell -2.0 to a 13-month low of 86.4.
ECB President Lagarde said, it is too early to determine the response to the war, and "we will not act before we have sufficient information on the size and persistence of the shock and its propagation." She added that the initial shock may be smaller than in 2022, given a more benign macroeconomic backdrop.
UK Feb CPI rose +3.0% y/y, right on expectations. Feb core CPI rose +3.2% y/y, stronger than expectations of +3.1% y/y.
Swaps are discounting a 60% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
Space and satellite stocks are surging today as the Information reported that SpaceX aims to file a prospectus for an initial public offering as soon as this week. Globalstar (GSAT) is up more than +19%, and AST SpaceMobile (ASTS) and Rocket Lab (RKLB) are up more than +12%. Also, EchoStar (SATS) is up more than +10% to lead gainers in the S&P 500.
Chip makers are moving higher today, a supportive factor for the overall market. Intel (INTC) and Advanced Micro Devices (AMD) are up more than +7%, and Marvell Technology (MRVL) is up more than +5%. Also, Nvidia (NVDA) is up more than +3% to lead gainers in the Dow Jones Industrials, and Microchip Technology (MCHP) and Qualcomm (QCOM) are up more than +2%. In addition, NXP Semiconductors NV (NXPI) and Texas Instruments (TXN) are up more than +1%.
Airline stocks and cruise line operators are climbing today, as WTI crude is down more than -4%, lowering fuel costs and boosting profit expectations. Norwegian Cruise Line Holdings (NCLH) and Royal Caribbean Cruises (RCL) are up more than +3%. Also, Alaska Air Group (ALK), United Airlines Holdings (UAL), American Airlines Group (AAL), Delta Air Lines (DAL), and Carnival (CCL) are up more than +2%. In addition, Southwest Airlines (LUV) is up more than +1%.
Cryptocurrency-exposed stocks are moving higher today, with Bitcoin (^BTCUSD) up more than +1%. Strategy (MSTR) and Riot Platforms (RIOT) are up more than +3%, and Coinbase Global (COIN) is up more than +2%. Also, MARA Holdings (MARA) is up more than +1%, and Galaxy Digital Holdings (GLXY) is up +0.89%.
Memory and data storage stocks are sliding today. Sandisk (SNDK) is down more than -5%, and Micron Technology (MU) is down more than -4% to lead losers in the Nasdaq 100. Also, Seagate Technology Holdings Plc (STX) is down more than -3%, Western Digital Corp (WDC) is down more than -2%, and Lam Research (LRCX) is down more than -1%.
ARM Holdings Plc (ARM) is up more than +18% to lead gainers in the Nasdaq 100 after saying it will start selling its own chips for the first time and expects to generate about $15 billion annually within five years.
Braze Inc (BRZE) is up more than +18% after forecasting 2027 revenue of $884 million to $889 million, well above the consensus of $858.3 million.
Chewy (CHWY) is up more than +12% after forecasting 2027 net sales of $13.60 billion to $13.75 billion, stronger than the consensus of $13.59 billion.
Terns Pharmaceuticals (TERN) is up more than +5% after Meck & Co agreed to buy the company for about $6.7 billion, or $53 per share in cash.
General Motors (GM) is up more than +1% after Wolfe Research upgraded the stock to outperform from peer perform with a price target of $96.
Generac Holdings (GNRC) is down more than -10% to lead losers in the S&P 500 after forecasting 2028 gross margins flat compared with 2026/27.
KB Home (KBH) is down more than -5% after forecasting Q2 home deliveries of 2,250 to 2,450, below the consensus of 2,637.
Earnings Reports(3/25/2026)
Chewy Inc (CHWY), Cintas Corp (CTAS), Jefferies Financial Group Inc (JEF), Karman Holdings Inc (KRMN), Paychex Inc (PAYX), PDD Holdings Inc (PDD).
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.

Stocks Climb on Hopes of US-Iran Diplomacy

The S&P 500 Index ($SPX) (SPY) today is up +0.62%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.67%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.75%. June E-mini S&P futures (ESM26) are up +0.61%, and June E-mini Nasdaq futures (NQM26) are up +0.74%.
Stocks jumped, crude oil prices plunged, and bond yields fell today after the Trump administration stepped up efforts to end the war with Iran. The US sent a 15-point peace proposal to Iran, delivered by Pakistan, that covers a rollback of Iran’s nuclear program, including the resumption of monitoring by the International Atomic Energy Agency, limits on missiles, and access for shipping through the Strait of Hormuz. In return, Iran would get relief from economic sanctions. WTI crude oil tumbled more than -4% on the news, and the 10-year T-note yield is down -3 bp to 4.33%.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
However, stock index futures fell from their best levels, and crude oil prices rebounded from their lows today after Iran’s semi-official news agency Fars said Iran rejects the US ceasefire proposal and said a truce and peace talks are not viable in current conditions.
Despite the US peace proposal, Iran has kept up missile and drone attacks today on Israel and the Arab Gulf states. Saudi Arabia intercepted a drone in the east of the country, while a strike targeting Kuwait set ablaze a fuel tank at its main airport. 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.
US MBA mortgage applications fell -10.5% in the week ended March 20, with the mortgage purchase sub-index down -5.4% and the refinancing mortgage sub-index down -14.6%. The average 30-year fixed rate mortgage rose +13 bp to 6.43% from 6.30% the prior week.
The US Feb import index ex-petroleum rose +1.2% m/m, stronger than expectations of +0.4% m/m and the biggest increase in 4 years.
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 are higher today. The Euro Stoxx 50 is up +1.30%. China's Shanghai Composite closed up +1.30%. Japan's Nikkei Stock 225 closed up +2.87%.
Interest Rates
June 10-year T-notes (ZNM6) today are up by +12 ticks. The 10-year T-note yield is down -3.4 bp to 4.326%. June T-notes are moving higher today as reports of a US peace plan to end the war with Iran knocked crude oil prices down by more than -4%, reducing inflation expectations. The 10-year breakeven inflation rate dropped to a 2.5-week low of 2.301% today.
T-notes fell back from their best levels today after the US Feb import index ex-petroleum posted its largest increase in 4 years. Supply pressures are also weighing on T-notes, as the Treasury will auction $28 billion in 2-year floating-rate notes and $70 billion in 5-year T-notes later today.
European government bond yields are moving lower today. The 10-year German bund yield is down -6.4 bp to 2.963%. The 10-year UK gilt yield is down -10.6 bp to 4.852%.
The German Mar IFO business climate fell -2.0 to a 13-month low of 86.4.
ECB President Lagarde said, it is too early to determine the response to the war, and "we will not act before we have sufficient information on the size and persistence of the shock and its propagation." She added that the initial shock may be smaller than in 2022, given a more benign macroeconomic backdrop.
UK Feb CPI rose +3.0% y/y, right on expectations. Feb core CPI rose +3.2% y/y, stronger than expectations of +3.1% y/y.
Swaps are discounting a 64% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
Chip makers are moving higher today, a supportive factor for the overall market. Advanced Micro Devices (AMD) is up more than +5%, and Intel (INTC) is up more than +4%. Also, Marvell Technology (MRVL) is up more than +3%, and Microchip Technology (MCHP), NXP Semiconductors NV (NXPI), Qualcomm (QCOM), and Texas Instruments (TXN) are up more than +2%.
Airline stocks and cruise line operators are climbing today, as WTI crude is down more than -4%, lowering fuel costs and boosting profit expectations. Alaska Air Group (ALK) is up more than +4%, and United Airlines Holdings (UAL), Norwegian Cruise Line Holdings (NCLH), and Southwest Airlines (LUV) are up more than +3%. Also, American Airlines Group (AAL), Delta Air Lines (DAL), Carnival (CCL), and Royal Caribbean Cruises (RCL) are up more than +2%.
Cryptocurrency-exposed stocks are moving higher today, with Bitcoin (^BTCUSD) up more than +2%. Strategy (MSTR), Riot Platforms (RIOT), and Coinbase Global (COIN) are up more than +4%. Also, MARA Holdings (MARA) is up more than +3%, and Galaxy Digital Holdings (GLXY) is up more than +2%.
Memory and data storage stocks are sliding today. Sandisk (SNDK) and Seagate Technology Holdings Plc (STX) are down more than -6%, and Western Digital Corp (WDC) and Lam Research (LRCX) are down more than -4%. Also, Micron Technology (MU) is down more than -3%.
Braze Inc (BRZE) is up more than +20% after forecasting 2027 revenue of $884 million to $889 million, well above the consensus of $858.3 million.
ARM Holdings Plc (ARM) is up more than +15% to lead gainers in the Nasdaq 100 after saying it will start selling its own chips for the first time and expects to generate about $15 billion annually within five years.
Chewy (CHWY) is up more than +13% after forecasting 2027 net sales of $13.60 billion to $13.75 billion, stronger than the consensus of $13.59 billion.
Terns Pharmaceuticals (TERN) is up more than +5% after Meck & Co agreed to buy the company for about $6.7 billion, or $53 per share in cash.
General Motors (GM) is up more than +2% after Wolfe Research upgraded the stock to outperform from peer perform with a price target of $96.
KB Home (KBH) is down more than -4% after forecasting Q2 home deliveries of 2,250 to 2,450, below the consensus of 2,637.
Earnings Reports(3/25/2026)
Chewy Inc (CHWY), Cintas Corp (CTAS), Jefferies Financial Group Inc (JEF), Karman Holdings Inc (KRMN), Paychex Inc (PAYX), PDD Holdings Inc (PDD).
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.

Stocks Rally on US Peace Plan to End Iran War

Qualcomm Incorporated QCOM is leading a transformation in the evolving physical security industry by moving from traditional cameras to smart, artificial intelligence (AI)-powered systems. These next-generation cameras not only record videos but also make real-time decisions, support continuous learning and offer fleet-wide scalability.
Chips, software and large-scale device management are the three key parts on which Qualcomm’s AI camera platform is built. Its advanced chips deliver strong performance while using less power, making them suitable for both home and professional cameras. With easy-to-use software tools like a unified Linux/Yocto SDK and Edge Impulse, developers can create AI features once and use them on many devices, saving time and cost. Managing cameras at scale also allows companies to update features regularly and generate ongoing revenues from their products.
The Qualcomm Insight Platform makes cameras smarter by turning video into useful information. AI runs directly on the device, enabling semantic understanding, answering simple queries and keeping data private without sending videos to the cloud. It can also upgrade older cameras using edge AI devices, adding smart features without replacing existing systems.
The company's camera solutions are used in many areas, such as security cameras, body cameras, dash cameras and industrial Internet of Things (IoT). They offer clear images even in low light, support multiple cameras, include AI features and have strong connectivity like Wi-Fi and 5G. Through partnerships with other companies, these solutions are used in fields like law enforcement, healthcare, industrial work and fleet management.
By combining advanced chips, easy-to-use AI tools, and a unified platform, Qualcomm Technologies helps companies use AI cameras across many devices. This enables businesses to build smarter, more efficient camera systems and grow their services at scale in the IoT and security industry.
How Are Competitors Performing?
Qualcomm faces competition from NXP Semiconductors N.V. NXPI and Analog Devices, Inc. ADI. NXP is focusing on edge AI to make devices like machines, robots and smart systems more intelligent, while also building secure IoT solutions that protect data and connectivity. It offers tools like EdgeLock to keep devices safe and prevent hacking. The company has also launched new processors and AI tools to improve edge computing and secure wireless connections in IoT and security applications.
Analog Devices is developing smart sensors and edge AI, allowing devices to process data on their own. It is also working on cybersecurity to protect IoT and industrial systems. The company is upgrading low-power AI chips to keep devices efficient and enhance secure connectivity for device safety. Analog Devices has launched an expanded CodeFusion Studio platform, which helps developers build IoT systems faster while ensuring strong data security and efficiency at the edge.
QCOM’s Price Performance, Valuation and Estimates
Qualcomm shares have lost 18.8% over the past year against the industry’s growth of 71.1%.
Image Source: Zacks Investment Research
Going by the price/earnings ratio, the company's shares currently trade at 11.4 forward earnings, lower than 27.78 for the industry.
Image Source: Zacks Investment Research
Earnings estimates for fiscal 2026 have declined 7% to $11.16 over the past 60 days, while those for fiscal 2027 have also decreased 7.5% to $11.41.
Image Source: Zacks Investment Research
Qualcomm stock currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks 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.

Can Qualcomm's Advanced AI Camera for Security & IoT Drive Profits?

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Direxion Daily Semiconductors Bull 3x Shares (Symbol: SOXL) where we have detected an approximate $222.4 million dollar outflow -- that's a 1.9% decrease week over week (from 226,700,060 to 222,500,060). Among the largest underlying components of SOXL, in trading today KLA Corp (Symbol: KLAC) is up about 2.1%, NXP Semiconductors NV (Symbol: NXPI) is up about 0.5%, and Microchip Technology Inc (Symbol: MCHP) is higher by about 1.1%. For a complete list of holdings, visit the SOXL Holdings page » The chart below shows the one year price performance of SOXL, versus its 200 day moving average:
Looking at the chart above, SOXL's low point in its 52 week range is $7.225 per share, with $72.36 as the 52 week high point — that compares with a last trade of $52.97. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
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Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
Top Stocks Held By Paul Singer
BDTX market cap history
Top Stocks Held By Steven Cohen
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

SOXL, KLAC, NXPI, MCHP: ETF Outflow Alert

The S&P 500 Index ($SPX) (SPY) on Monday closed up +1.15%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +1.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.22%. June E-mini S&P futures (ESM26) rose +1.14%, and June E-mini Nasdaq futures (NQM26) rose +1.29%.
Stocks settled sharply higher on Monday as crude oil prices plunged more than -10% after President Trump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war. Mr. Trump said the US held productive talks on a comprehensive resolution of hostilities in the Middle East and that the discussion would continue throughout the week.
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Stocks fell back from their best levels Monday afternoon when a statement was released from a military adviser to Iranian Supreme Leader, Mohsen Rezaee, that said the war will continue until all damages to Iran are compensated, all economic sanctions are lifted, and legal international guarantees are obtained to prevent US interference in Iran.
Global bond yields fell from their highs on Monday and turned lower, a supportive factor for stocks, on news of a possible end to the war in Iran. Bond yields had risen on concerns that soaring energy prices from the Iran war would stoke inflation. The 10-year T-note yield fell from an 8-month high on Monday at 4.44% and fell -5 bp to 4.33%. Also, the 10-year German Bund yield fell from a 14.75-year high of 3.08%, and the 10-year UK Gilt yield fell from a 17.75-year high of 5.12%.
Stock index futures initially fell sharply in overnight trading after President Trump gave Iran until Monday evening to reopen the Strait of Hormuz. President Trump on Saturday issued a 48-hour ultimatum for Iran to "fully open" the Strait of Hormuz or the US will obliterate Iran’s various power stations. The ultimatum, which expires at 7:44 p.m. Eastern time on Monday, was met with harsh rhetoric from Iran, with one senior Iranian official saying that if such an attack were to occur, the headquarters and assets of financial entities that buy US Treasury bonds are "legitimate targets" for attack. Iran also said that it would mine the “entire Persian Gulf” and block all access routes through the Strait if its power plants were attacked.
Iran carried out fresh strikes across the Persian Gulf over the weekend, with the UAE reporting drone and missile attacks on Monday. The International Energy Agency said 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.
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 has attacked about 20 vessels in the Persian Gulf and near Hormuz since the conflict began. 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 markets are discounting an 8% 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 recovered from a 6-month low and closed up +1.33%. China's Shanghai Composite fell to a 6-month low and closed down -3.63%. Japan's Nikkei Stock 225 tumbled to a 2.75-month low and closed down -3.48%.
Interest Rates
June 10-year T-notes (ZNM6) on Monday closed up by +13.5 ticks. The 10-year T-note yield fell -5.2 bp to 4.328%. June T-notes recovered from a 9.5-month nearest-futures low on Monday, and the 10-year T-note yield fell from an 8-month high of 4.441%. T-notes recovered from overnight losses and moved higher today after WTI crude oil prices fell more than -10% when President Trump postponed strikes on Iranian energy infrastructure for five days, pending talks to end the war in Iran. The 10-year breakeven inflation rate fell to a 1.5-week low of 2.311% on Monday, a supportive factor for T-notes.
T-note yields have risen sharply over the past three weeks on concern that surging energy prices from the Iran war will boost inflation and even force the Fed to tighten monetary policy.
European government bond yields gave up early gains on Monday and moved lower. The 10-year German bund yield fell from a 14.75-year high of 3.077% and finished down -3.9 bp to 3.005%. The 10-year UK gilt yield fell from a 17.75-year high of 5.121% and finished down -7.4 bp to 4.02-%.
The Eurozone Mar consumer confidence index fell -4.0 to a nearly 2.5-year low of -16.3, weaker than expectations of -14.2.
ECB Governing Council member Peter Kazimir said, "The ECB can do little about the inflation spike in the next few months, but if we judge that the risk of inflation remaining above our target for a prolonged period is significant, we will act with appropriate forcefulness to bring inflation back down to our target."
Swaps are discounting a 68% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
The Magnificent Seven technology stocks moved higher on Monday, a supportive factor for the overall market. Tesla (TSLA) closed up more than +3%, and Amazon.com (AMZN) closed up more than +2%. Also, Apple (AAPL), Meta Platforms (META), and Nvidia (NVDA) closed up more than +1%. In addition, Alphabet (GOOGL) closed up +0.35%, and Microsoft (MSFT) closed up +0.30%.
Airline and cruise line stocks rallied on Monday as crude oil prices sank by more than 10%, potentially lowering fuel costs and boosting corporate profits. Norwegian Cruise Line Holdings (NCLH) closed up more than +6%, and Carnival (CCL) and Royal Caribbean Cruises Ltd (RCL) closed up more than +5%. Also, United Airlines Holdings (UAL) and Alaska Air Group (ALK) closed up more than +4%, and American Airlines Group (AAL) closed up more than +3%. In addition, Delta Air Lines (DAL) and Southwest Airlines (LUV) closed up more than +2%.
Chip stocks and AI-infrastructure companies moved higher on Monday, recovering some of last week’s sharp losses. ASML Holding NV (ASML), Broadcom (AVGO), and ARM Holdings Plc (ARM) closed up more than +3%, and Microchip Technology (MCHP), Marvell Technology (MRVL), and Lam Research (LRCX) closed up more than +2%. Also, Applied Materials (AMAT) and NXP Semiconductors NV (NXPI) closed up more than +1%.
Home builders and building suppliers gained on Monday as the 10-year T-note yield fell -5 bp, a supportive factor for housing demand. Builders Firstsource (BLDR), DR Horton (DHI), Toll Brothers (TOL), and KB Home (KBH) closed up more than +4%. Also, PulteGroup (PHM), Home Depot (HD), and Lennar (LEN) closed up more than +3%.
Apogee Therapeutics (APGE) closed up more than +20% after saying data from a mid-stage trial showed its experimental therapy deepened responses in patients with moderate-to-severe atopic dermatitis.
Palantir Technologies (PLTR) closed up more than +6% to lead gainers in the Nasdaq 100 after saying its Maven artificial intelligence system will become an official program of record for the Pentagon.
Insmed (INSM) closed up more than +5% after saying its study of its Arikayce treatment in patients with lung disease met its primary and all multiplicity-controlled secondary endpoints.
Synopsys (SNPS) closed up more than +3% on news that Elliot Investment Management has made a multibillion-dollar investment in the company and plans to push for changes.
Valvoline (VVV) closed up more than +2% after Stifel upgraded the stock to buy from hold with a price target of $42.
DraftKings (DKNG) closed up more than +1% after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.
Estee Lauder (EL) closed down more than -7% to lead losers in the S&P 500 on news that it is nearing a deal to acquire Puig Brands.
Fair Isaac Corp (FICO) closed down more than -5% after Politico reported Senator Hawley is querying the firm for its mortgage credit scoring.
Thomson Reuters (TRI) closed down more than -2% after Wells Fargo Securities downgraded the stock to equal weight from overweight.
Crown Castle (CCI) closed down more than -1% after Wells Fargo Securities downgraded the stock to equal weight from overweight.
Earnings Reports(3/24/2026)
Concentrix Corp (CNXC), Core & Main Inc (CNM), GameStop Corp (GME), Smithfield Foods Inc (SFD).
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.

NXP Semiconductors N.V.

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