Happy Monday! A fragile ceasefire between the U.S. and Iran is already breaking down as President Trump begins the process of BLOCKADING the Strait of Hormuz. Read on to see how this shift is setting up the next oil shock, and what it means for your portfolio.

And the energy spike from the war in Iran pushed March inflation to a four-year high, and now the Fed may have no room left to cut rates. Read on to see what this means for the market going forward.

Plus, if you’re looking for a way to stay bullish on gold while generating weekly income, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

The Next Oil Shock Just Started — Here’s What’s Driving It

The two-week ceasefire between the U.S. and Iran didn’t even last a week, as President Trump begins the process of BLOCKADING the Strait of Hormuz after the country failed to follow through on its pledge to open the waterway.

And just like that, the situation is back into escalation mode, with Wall Street suddenly forced to reprice risk in the ongoing battle. Read on to see how this shift is setting up the next oil shock, and what it means for your portfolio.

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Last Week: U.S. indexes finished mixed Friday, capping a strong week as optimism over a temporary ceasefire between the U.S. and Iran lifted investor sentiment. The Nasdaq led gains, surging 4.7% for the week, while the S&P 500 climbed 3.6% and the Dow rose 3%, marking their best weekly performances since November. Inflation data showed headline CPI accelerating to 3.3% in March, driven by higher energy prices, though core inflation came in softer than expected at 2.6%, providing some reassurance to markets. In commodities, oil dropped 13% on the week to around $96 per barrel. Looking ahead, the Q1 earnings season kicks off this week with major banks set to report, with expectations for S&P 500 to see 10% revenue growth and 13% earnings growth, marking the fifth consecutive quarter of double-digit profit growth.

On Our Radar: Analysts will be paying attention to existing home sales data for signals on housing market momentum, alongside remarks from Fed Governor Stephen Miran. On the earnings front, all eyes will be on JPMorgan (JPM), Wells Fargo (WFC), Citigroup (C) and Johnson & Johnson (JNJ), which all report before the market opens Tuesday.

Wall Street seems to be climbing the wall of worry as the Nasdaq 100 logged its its eighth consecutive session of gains. Shares of Nvidia (NVDA), Super Micro (SMCI), Marvell (MRVL), and Broadcom (AVGO) were leading the way higher, while Palo Alto (PANW), CrowdStrike (CRWD), and Cloudflare (NET) were among the top laggards on the day. But those weren’t the only big movers. Here’s a look at some of the biggest winners and losers on Thursday. 

Discover how the market is moving with our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.

Burry Vs. Ives: The clash between Michael Burry and Dan Ives over Palantir is heating up. Don’t miss what the market may already be signaling.

Bulls vs. Bears: Here’s a look at some of the most notable stocks (Broadcom, Levi Strauss, Applied Digital, Salesforce, Snowflake and Cloudflare) making headlines over past week. Catch up on all the top moves now.

Cosmic Cash: A major SpaceX financial snapshot is raising eyebrows, revealing a surprising gap between soaring revenues and deep losses. Here’s everything you need to know.

Metal Momentum: Precious metals just went through a sharp and unexpected pullback, but signs are flashing that the tide may already be turning. Here’s 5 stocks to buy as gold and silver rebound.

Stock Of The Day: ServiceNow is flashing oversold signals as it sits at a key level that traders are watching closely. Read on for all the insights and profit off the next big move.

Run These Scans To Find Stocks Moving Right Now

Stocks are reacting to oil, rates, and headlines, but the real setups aren’t on CNBC. They’re showing up in the scans first, before the move gets obvious. Tomorrow at 6 PM ET, Ryan Faloona and Tim Melvin will run those scans live and show exactly how they surface trade-ready names.

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