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The Ceiling is Real: China's Oil Output Peak

A Record Built on Borrowed Time

Team Kalkine | 20 March 2026

Oil Shock and Policy Reversal: Why Markets Are Pricing a Fed Rate Hike Again

Introduction: A Sudden Shift in Market Expectations

Nitish Kishor | 20 March 2026

Why Planet Labs Stock Jumped 30%?

Introduction: A Breakout Moment for Commercial Space Data

Nitish Kishor | 20 March 2026

Markets Navigate Geopolitical Volatility as Oil Swings, Yields Rise, and Risk Sentiment Remains Fragile

Market Movers:On Wednesday, the top gainers were Serina Therapeutics, Inc. (+93.75%) and Duluth Holdings Inc. (44.70%). On the contrary, Solo Brands, Inc. (-43.95%) and Dawson Geophysical Company. (-38.46%) declined the most the same day.

Team Kalkine | 20 March 2026

U.S. Markets Set for Cautious Open Amid Mixed Signals, Fed Outlook and Geopolitical Watch — March 20, 2026

Pre-Market Sentiment & Global Signals:U.S. equity futures held near flat Friday, as mixed international cues set a cautious tone. Notably, Asian markets powered higher on Thursday – for example, South Korea’s KOSPI surged about+5.0%and Japan’s Nikkei gained+2.9%on strong tech/AI demand – suggesting renewed risk …

Team Kalkine | 20 March 2026

Super Micro (SMCI) Crashes 30% Amid $2.5B Nvidia GPU Smuggling Probe

Why It Tumbled Today: A Governance Shock Hits the Market

Team Kalkine | 20 March 2026

UBS Signals Further Upside: Why the S&P 500 Could Reach 7,700 by End-2026

A Bullish Call in a Volatile Market Environment

Team Kalkine | 20 March 2026

US Sector Analysis: Energy Surges as Markets Grapple with Yield Stability

The US equity market on March 19, 2026, showcased a concentrated rotation into the "Real Economy" and energy plays. While the broader indices faced headwinds from a strengthening dollar and "sticky" inflation data, the session was defined by a clear preference for inflation-hedged assets …

Robert Luong | 19 March 2026

US Sector Momentum Analysis: Energy Dominance and Defensive Rebound

The US equity market on March 19, 2026, is defined by a clear divergence between "real economy" assets and high-growth sectors. As the Relative Rotation Graph (RRG) illustrates, institutional capital is currently flowing toward inflation-protected sectors and traditional defensive havens, while the previous winners …

Robert Luong | 19 March 2026