Sectors

Oil producers are the only winners in March's brutal selloff. Devon leads at +53% while Exxon and Chevron have gained 30% since January.

Datadog dropped 8%, Palo Alto fell 6%, and Zscaler shed 6% as software names bore the brunt of the Nasdaq 100's correction-deepening rout.

Delta raised Q1 revenue forecasts and climbed 6.6% as carriers prove they can pass through surging jet fuel costs to passengers.

Dell Technologies rose 5% as Super Micro's legal troubles pushed investors toward the more established AI server player with a $43B backlog.

Lockheed Martin, RTX, and Northrop Grumman surge on ammunition restocking needs. The conflict has driven the best defense sector run since early 2022.

The Philadelphia Semiconductor Index closes at an all-time high as Intel surges 10%, Lam Research jumps 8.7%, and AI infrastructure spending shows no signs of slowing.

Samsung Electronics surges 7.5% as the company targets 800 million Gemini-powered mobile devices in 2026, doubling last year's deployment.

Brent crude fell to $61 on Friday, down 18% for the year. The IEA projects a 3.84 million bpd surplus in 2026, with prices potentially dropping to $55.

Nvidia stopped testing Intel's most advanced chip-making process, casting doubt on Intel's foundry turnaround as it seeks major customers beyond Microsoft and Amazon.