$MSOS — This week’s research set is dominated by AI-driven hardware/capex themes, an energy rally driven by geopolitical supply risk, and a continuing rotation into yield and regulated cash flows. Analysts and data highlight pockets of conviction (AI, select energy, payment rails) and areas of elevated execution risk (cannabis microcaps, high‑multiple software, select EV plays).

A five-day U.S. pause on strikes against Iranian energy sites sent oil sharply lower and sparked a risk-on knee-jerk in stocks, but concurrent Iranian threats to Treasury buyers and a compressed political timeline left fixed-income and geopolitical risk elevated. Market moves today were defined by a tug-of-war between de‑escalation headlines and new escalation rhetoric, with consequences across oil, yields, defense names and active corporate disclosure.

$GS — Today’s flow mixed governance and sector catalysts: Bank of America filed a definitive proxy (Form DEF 14A), Goldman Sachs reiterated its view on Fox amid ad-market optimism, and enterprise AI vendors touted real-world validation. Franchise rollouts and RSAC award headlines round out a day of tactical updates that could seed near-term revenue narratives across advertising, cybersecurity and enterprise software.

Stocks rallied broadly as geopolitical pressure cooled and oil prices slid, sending small caps sharply higher. The S&P 500 and Nasdaq-100 posted solid gains while investors parsed Iran rhetoric, corporate headlines and sector rotation.

$BTC — Markets finished March 23 with pronounced bifurcation: AI and grid/energy tech drove leadership while crypto and regulated consumer plays pulled back. Cross-cutting themes — energy supply shocks, AI-driven capex, and regulatory risk — connected disparate sector moves and set the agenda for the week ahead.

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$NVDA $INTC — Rising yields and geopolitical jitters punctuated a volatile week: UBS’s 7,700 S&P 500 call clashes with near-term rate risks, tech leaders cooled (NVDA, INTC), Opendoor and other rate-sensitive names sold off, while Planet Labs and select biotechs (apabetalone) showed idiosyncratic strength. Microcaps and miners delivered headline moves that complicate the tape.