Major Averages Rise as Oil Prices Retreat Below $100
The major averages were higher near noon as markets are trading with a more constructive tone. Investors are reacting to a reversal in the energy shock that dominated markets earlier in the week. Oil prices, which had surged above $100 and briefly approached $120 per barrel during the escalation of the Iran conflict, are now pulling back after comments from Donald Trump suggesting the military operation could conclude sooner than previously expected.Meanwhile, gold prices continue their surge amid market volatility, as the "safe haven" asset rose nearly 2%. Despite having an up-and-down 2026, the commodity is climbing towards record highs once again.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiaintends to launch an open-source AI agent platform,BioNTechannounced plans forto be established and led by BioNTech co-founders Prof. Ugur Sahin, M.D., and Prof. Ozlem Tureci, M.D.HP Enterprisereportedand provided guidance for Q1 and FY26Kohl'sreportedbut guided for a decrease in Q1 comp salesVail Resortsreportedand cut its FY26 resort reported EBITDA view2. WALL STREET CALLS:Qualcommat Underperform at BofACrowdStriketo Overweight at Morgan StanleyRivianto Buy at TD Cowen into R2 launchNovo Nordiskto Hold at TD CowenB. RileyStrategywith Buy on "unmatched scale"3. AROUND THE WEB:Exxon Mobilis planning to move its legal home to Texas from New Jersey in a move meant to protect the company from shareholder "abuse," WSJ saysRio Tintois in talks with Mongolia over financial terms at the massive Oyu Tolgoi copper mine, with the government seeking lower loan interest costs and the removal of Rio's annual management fee, WSJ reportsAppleincreased its iPhone production in India by 53% last year and now makes a total of 25% of its devices there, Bloomberg saysAmazon'secommerce business has requested a large group of engineers to meet on Tuesday for a "deep dive" into the influx of outages, with the company stating there has been a "trend of incidents" characterized by a "high blast radius" and "Gen-AI assisted changes," FT reportsA groundstop for all JetBlueflights was canceled within an hour on Tuesday by the U.S. Federal Aviation Administration, FAA, after JetBlue said it resolved a "system outage," Reuters reports4. MOVERS:Zevra Therapeuticsgains after, with EPS and revenue beating consensusCapricorincreases after announcing the establishment of afor dermiocel BLANiohigher in New York afterand providing guidance for Q1Centenefalls afterfor FY26 and announcing its ACA enrollment is "still in line" with expectations"Crispr Therapeuticslower after announcing a5. EARNINGS/GUIDANCE:ABM, with CEO Scott Salmirs commenting, "ABM is off to a solid start to FY26"Custom Truck One Source, with EPS beating consensusUnited Natural Foodsand provided guidance for FY26UWM Holdingsfor Q1Priority Technologyand provided guidance for FY26INDEXES:Near midday, the Dow was up 0.48%, or 229.12, to 47,969.92, the Nasdaq was up 0.58%, or 131.24, to 22,827.19, and the S&P 500 was up 0.39%, or 26.81, to 6,822.80.
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Analyst Views on META
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Investment Opportunity Amid Meta Platforms' Stock Pullback
- Advertising Revenue Growth: Meta's revenue in Q4 2025 rose 24% year-over-year to $59.9 billion, driven by an 18% increase in ad impressions, indicating strong user engagement; despite a slowdown in ad price growth, the sheer volume of ads suggests sustained competitiveness in the advertising market.
- Expanding User Base: The company reported 3.58 billion daily active users in December, a 7% increase year-over-year, providing robust support for future revenue growth, with management guiding for Q1 2026 revenue between $53.5 billion and $56.5 billion, implying approximately 30% year-over-year growth.
- Strong Financial Position: Despite heavy investments in AI infrastructure, Meta generated $43.6 billion in free cash flow in 2025, ending the year with $81.6 billion in cash and equivalents, significantly exceeding $58.7 billion in long-term debt, thus providing ample financial flexibility for ambitious projects.
- Surging Capital Expenditures: Meta's capital expenditures reached $72.2 billion in 2025, with expectations to rise dramatically to $115 billion to $135 billion in 2026, reflecting a 73% year-over-year increase; while this presents growth opportunities, it may also pressure free cash flow and profit margins, necessitating careful risk assessment by investors.
Meta Acquires AI Networking Platform Moltbook
- Acquisition Deal: Meta has acquired the social networking platform Moltbook for an undisclosed amount, with the deal expected to close in mid-March, which will further enhance Meta's positioning in the AI sector.
- Founders Joining: Moltbook's founders, Matt Schlicht and Ben Parr, will join Meta's Superintelligence Labs, likely bringing new perspectives and innovations to Meta's AI initiatives.
- Platform Background: Launched in late January 2023, Moltbook aims to provide an experimental 'third space' for AI agents, developed significantly with the help of Schlicht's personal AI assistant, Clawd Clawderberg.
- Customer Service Continuity: Meta has stated that existing Moltbook customers can temporarily continue using the platform, ensuring user experience remains unaffected while preparing for future integration.
Meta Acquires Moltbook and Welcomes Two Founders to the MSL Team
Meta's Acquisition: Meta has acquired Moltbook, a social network specifically designed for AI agents, which has been highly anticipated in the tech community.
Founders Joining Meta: The founders of Moltbook, Matt Schlicht and Ben Parr, will be joining Meta's Superintelligence Labs (MSL) as part of the acquisition.
Leadership: The acquisition and integration of Moltbook into Meta's operations will be led by former Scale AI CEO, Alexandr Wang.
Focus on AI Development: This move reflects Meta's ongoing commitment to advancing AI technologies and enhancing its capabilities in the field.
META PURCHASES MOLTBOOK - AXIOS
Meta's Acquisition: Meta has acquired the company Moltbook, enhancing its capabilities in the digital space.
Strategic Move: This acquisition is part of Meta's strategy to expand its offerings and strengthen its position in the market.
Recent Updates on AMD and Other AI Stocks
- Video Update: Today's video discusses recent updates affecting AMD and other AI stocks, providing in-depth analysis of market trends to help investors seize investment opportunities.
- Market Reaction: Based on after-market prices from March 5, 2026, AMD shares rose by 0.27%, indicating ongoing market interest in AI technology and a recovery in investor confidence.
- Investment Advice: The video advises investors to focus on potential growth in the AI sector, particularly as companies like AMD continue to launch new technologies and products, which could yield substantial returns.
- Subscription and Offers: The video encourages viewers to subscribe to the channel and click on the special offer link for more market analysis and investment advice, enhancing viewers' investment decision-making capabilities.
Tesla Shifts Advertising Strategy to Social Media
- Advertising Shift: Tesla's launch of ads for FSD and Powerwall on social media marks a significant change in its advertising strategy, aimed at increasing market awareness of these high-margin products to drive future sales growth.
- Spending Comparison: In 2022, Tesla spent approximately $152,000 on U.S. advertising, while General Motors' spending soared to $3.6 billion in 2023, highlighting Tesla's relatively conservative ad investment, though this shift may alter that trend.
- Market Reaction: Tesla's stock rose 0.14% to $399.24 on Tuesday, despite an 8.6% decline year-to-date in 2026, indicating that the new advertising strategy could enhance financial performance and boost shareholder returns.
- FSD Transfer Deadline: The timing of the FSD ads coincides with the approaching deadline for FSD transfer eligibility for new vehicles, potentially stimulating consumer purchasing interest and further driving Tesla's sales performance.
Investment Opportunity Amid Meta Platforms' Stock Pullback
- Advertising Revenue Growth: Meta's revenue in Q4 2025 rose 24% year-over-year to $59.9 billion, driven by an 18% increase in ad impressions, indicating strong user engagement; despite a slowdown in ad price growth, the sheer volume of ads suggests sustained competitiveness in the advertising market.
- Expanding User Base: The company reported 3.58 billion daily active users in December, a 7% increase year-over-year, providing robust support for future revenue growth, with management guiding for Q1 2026 revenue between $53.5 billion and $56.5 billion, implying approximately 30% year-over-year growth.
- Strong Financial Position: Despite heavy investments in AI infrastructure, Meta generated $43.6 billion in free cash flow in 2025, ending the year with $81.6 billion in cash and equivalents, significantly exceeding $58.7 billion in long-term debt, thus providing ample financial flexibility for ambitious projects.
- Surging Capital Expenditures: Meta's capital expenditures reached $72.2 billion in 2025, with expectations to rise dramatically to $115 billion to $135 billion in 2026, reflecting a 73% year-over-year increase; while this presents growth opportunities, it may also pressure free cash flow and profit margins, necessitating careful risk assessment by investors.
Meta Acquires AI Networking Platform Moltbook
- Acquisition Deal: Meta has acquired the social networking platform Moltbook for an undisclosed amount, with the deal expected to close in mid-March, which will further enhance Meta's positioning in the AI sector.
- Founders Joining: Moltbook's founders, Matt Schlicht and Ben Parr, will join Meta's Superintelligence Labs, likely bringing new perspectives and innovations to Meta's AI initiatives.
- Platform Background: Launched in late January 2023, Moltbook aims to provide an experimental 'third space' for AI agents, developed significantly with the help of Schlicht's personal AI assistant, Clawd Clawderberg.
- Customer Service Continuity: Meta has stated that existing Moltbook customers can temporarily continue using the platform, ensuring user experience remains unaffected while preparing for future integration.
Meta Acquires Moltbook and Welcomes Two Founders to the MSL Team
Meta's Acquisition: Meta has acquired Moltbook, a social network specifically designed for AI agents, which has been highly anticipated in the tech community.
Founders Joining Meta: The founders of Moltbook, Matt Schlicht and Ben Parr, will be joining Meta's Superintelligence Labs (MSL) as part of the acquisition.
Leadership: The acquisition and integration of Moltbook into Meta's operations will be led by former Scale AI CEO, Alexandr Wang.
Focus on AI Development: This move reflects Meta's ongoing commitment to advancing AI technologies and enhancing its capabilities in the field.
META PURCHASES MOLTBOOK - AXIOS
Meta's Acquisition: Meta has acquired the company Moltbook, enhancing its capabilities in the digital space.
Strategic Move: This acquisition is part of Meta's strategy to expand its offerings and strengthen its position in the market.
Recent Updates on AMD and Other AI Stocks
- Video Update: Today's video discusses recent updates affecting AMD and other AI stocks, providing in-depth analysis of market trends to help investors seize investment opportunities.
- Market Reaction: Based on after-market prices from March 5, 2026, AMD shares rose by 0.27%, indicating ongoing market interest in AI technology and a recovery in investor confidence.
- Investment Advice: The video advises investors to focus on potential growth in the AI sector, particularly as companies like AMD continue to launch new technologies and products, which could yield substantial returns.
- Subscription and Offers: The video encourages viewers to subscribe to the channel and click on the special offer link for more market analysis and investment advice, enhancing viewers' investment decision-making capabilities.
Tesla Shifts Advertising Strategy to Social Media
- Advertising Shift: Tesla's launch of ads for FSD and Powerwall on social media marks a significant change in its advertising strategy, aimed at increasing market awareness of these high-margin products to drive future sales growth.
- Spending Comparison: In 2022, Tesla spent approximately $152,000 on U.S. advertising, while General Motors' spending soared to $3.6 billion in 2023, highlighting Tesla's relatively conservative ad investment, though this shift may alter that trend.
- Market Reaction: Tesla's stock rose 0.14% to $399.24 on Tuesday, despite an 8.6% decline year-to-date in 2026, indicating that the new advertising strategy could enhance financial performance and boost shareholder returns.
- FSD Transfer Deadline: The timing of the FSD ads coincides with the approaching deadline for FSD transfer eligibility for new vehicles, potentially stimulating consumer purchasing interest and further driving Tesla's sales performance.
