Good morning.
The Fast Five → Trump gets chilly response from allies over demand on Hormuz, Nvidia sees $1 trillion AI chip demand by 2027, traders getting nervous over Iran’s $200 oil warning, Americans are spending $300M more on gasoline this month, and BofA agrees to settle claims it aided Epstein crimes…
📌 A new interview has gone viral after a former hedge fund manager revealed his AI bubble trading strategy. It has nothing to do with buying gold, silver, crypto, real estate… or any other conventional investment. See this strategy in action here »
(from Brownstone Research)
Calendar: Full Calendar »
Today:
Pending Home Sales, 10:00A
Tomorrow:
Producer Price Index, 8:30A
FOMC Interest-Rate Decision, 2:00P
FOMC Press Conference, 2:30P
Your 5-minute briefing for Tuesday, Mar 17:
BEFORE THE OPEN
As of market close 3/16/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 31.94% for Week of MAR 12 2026
Previous week: 33.06%
Market Wrap:
Futures near flat Dow -47, S&P -0.1%, Nasdaq -0.2%
Monday rebound S&P +1%, Dow +388, Nasdaq +1.2%
All 11 S&P sectors higher led by tech
Nvidia +1.7% as Huang sees $1T AI system demand
Oil cooled Brent $100, WTI $93 after recent surge
Markets watching Iran war and Hormuz
Today: Lululemon, Docusign, Oklo earnings; Fed decision tomorrow
EARNINGS
Here’s what we’re watching this week:
Today: Lululemon $LULU ( ▲ 1.35% )
oklo $OKLO ( ▲ 2.26% ) - expecting a loss of $.16 per share for Q4 2025 vs a loss of $.09 a year ago
WED: Five Below $FIVE ( ▲ 0.62% ), *General Mills $GIS ( ▼ 1.02% ), *Macy's $M ( ▲ 0.24% )
Micron Technology $MU ( ▲ 3.68% ) - $8.60 EPS (+451.3% YoY) on $19.11B revenue (+137.4% YoY)
THU: *Alibaba $BABA ( ▲ 1.11% ), *Darden Restaurant $DRI ( ▲ 2.14% ), FedEx $FDX ( ▲ 0.19% )
Financial Reckoning 2026
A massive crisis is brewing as FOUR major market forces converge.
One former hedge fund manager says it could be far worse than the dot-com crash… or the 2008 financial crisis.
Mag Seven losses of up to 80-90% are possible.
- a sponsored message from Brownstone Research -
HEADLINES
Trump said he’s asked seven countries to send ships to ensure the narrow shipping lane stays open during the war with Iran. And so far he’s not gotten any takers. One NATO ally even refused to get involved.
The company had previously forecast that the chips would bring $500 billion in sales by the end of 2026.
Wall Street ends higher as traders return to AI stocks (more)
Traders are getting nervous about Iran’s $200 oil warning (more)
Saudis give oil buyers Red Sea option due to Hormuz crisis (more)
Bond investors turn risk-averse ahead of Fed meeting (more)
US manufacturing output increases; homebuilder sentiment ticks up (more)
Oil prices slide 3% as some ships transit Strait of Hormuz (more)
Gold eases as conflict-driven inflation fears counter dollar softness (more)
Americans are spending $300M more on gasoline than a month ago (more)
Gurley on AI bubble: A lot of people got rich quick and a reset is coming (more)
Nebius jumps 14% after company inks $27B deal with Meta (more)
Uber to roll out Nvidia-powered self-driving taxis in 2027 (more)
BofA agrees to settle claims it aided Epstein crimes (more)
Small businesses are pushing back against private equity (more)
Private credit strains ripple through Wall Street as investors grow wary (more)
Saks Global secures $300 million bankruptcy funding (more)
DEALFLOW
M+A | Investments
Apple acquires video editing company MotionVFX to boost subscribers
Google acquires Wiz
Drone-maker AeroVironment buys ESAero in $200M deal
Too Lost receives strategic investment from GoldState Music
VC
Frore Systems, a thermal tech company, announced it has achieved Unicorn status following the close of a $143M Series D funding
Scanner, a security data platform, raised $22M in Series A funding
Ironlight Group, a fintech company, raised $21M in Series A funding
Halcyon, an AI platform for energy, raised a $21M in Series A funding
Great Sky, a provider of computing hardware solutions, raised $14M in Seed funding
Zero RFI, an AI-native platform targeting the construction industry, raised $13.8M in Seed funding
Nadia Care, a maternal health company, raised $12M in funding
AgZen, an MIT spinout bringing droplet-level control to agricultural spraying, raised $10M in Series B funding
Understood Care, an AI-native patient advocacy platform, raised $5M in Seed funding
Certiv, a cybersecurity startup, raised $4.2M in Pre-Seed funding
Eileen Inc., a retail technology platform, raised $1M in Pre-Seed funding
CRYPTO
BULLISH BITES
😱 AI CEOs are scaring America.
👀 Inside a $42B private-credit black box: More black boxes.
🎥 Oscars mask a Hollywood in crisis.
🏖 What it’s like to stay at the most exclusive resort in the US.
DAILY SHARES
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