Benzinga

A $35 Move in Oil Is Creating New Trades... Oil moved from $65 to nearly $100 in just a few weeks. Moves like that can create powerful opportunities across energy stocks and options markets. On Sunday, March 22, Matt Maley is going live to show the strategy he uses to trade oil-driven volatility and the setups he’s watching to play either direction oil heads next. Reserve Your Free Seat: events2.benzinga.com/registration-m…

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China’s smartphone market is off to a weak start in 2026, with sales down 4 percent year over year as soft demand and underwhelming holiday promotions weigh on results. Even government subsidies and Lunar New Year discounts failed to fully offset the slowdown. Rising memory costs are adding pressure across the industry, forcing brands like OPPO and vivo to raise prices on select models. These increases could test consumer demand further, especially as companies prepare for upcoming product launches. Apple has emerged as a standout, posting 23 percent sales growth during the period. The company has leaned on e-commerce discounts and subsidies while using its supply chain strength to absorb higher costs instead of raising prices. That strategy could help Apple gain market share as competitors pass costs onto consumers. Huawei is also positioned to benefit, with its reliance on domestic suppliers giving it a cost advantage in a rising price environment. Looking ahead, the market is expected to remain under pressure through midyear. A potential rebound could come during major shopping events in June, but elevated component costs will likely continue shaping pricing and demand.

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@DivesTech benzinga.com/markets/equiti…

Wedbush analyst Dan Ives (@DivesTech) remains highly bullish on Nvidia, arguing the company could reach a $6 trillion market cap by 2027. He views recent stock volatility as normal consolidation, not a sign of weakening demand. Ives believes the AI boom is still in its early stages, calling this just year three of a longer 8 to 10 year cycle. He pointed to a massive demand imbalance, with Nvidia chips reportedly seeing a 12 to 1 demand to supply ratio. He also suggested Nvidia may be understating its long term potential, with guidance possibly coming in below what actual demand could support. This reinforces his view that the company remains the core driver of the AI revolution. Beyond chips, Ives sees additional upside from a coming memory super cycle and a major expansion in AI software. He expects software to become a critical layer of the ecosystem as adoption scales globally. Despite rising competition from companies like Microsoft and Alphabet, Ives argues Nvidia is evolving into a full platform, not just a chipmaker. He believes the broader AI trade is shifting from hype to a sustained long term growth cycle. Even with some recent stock weakness, the long term thesis remains intact. For Ives, Nvidia continues to be the central force powering the next phase of global tech growth.

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Two industrial stocks are flashing warning signs for momentum driven investors, as recent rallies have pushed them into overbought territory. When a stock’s RSI rises above 70, it can signal that gains may be stretched and a pullback could follow. Commercial Vehicle Group has surged roughly 93 percent over the past month, fueled by strong earnings and optimistic forward guidance. The company reported improved margins and cost efficiencies, which helped drive investor enthusiasm. However, its RSI now sits above 74, suggesting the stock may be overheated in the short term. Even with strong fundamentals, such rapid gains can lead to profit taking and increased volatility. Megan Holdings has seen a similar move, climbing around 91 percent over the past month. The rally followed a recent public offering, but the stock’s RSI above 73 indicates momentum may be overextended. Both stocks have delivered impressive short term performance, but that strength may also be a risk. Overbought conditions often lead to consolidation or reversals, especially if sentiment shifts. For traders focused on momentum, these names highlight the importance of timing. Strong runs can create opportunity, but chasing extended moves can quickly turn into downside if momentum fades.

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Kevin O’Leary warned that business leaders who rely solely on AI without critical thinking and communication skills risk becoming irrelevant. He emphasized that technology alone is not enough, and that execution and storytelling are what ultimately drive results. O’Leary said CEOs who simply use AI to generate content without strategy are “dead in the water.” He argued that the ability to clearly communicate value and attract customers is far more important than just having access to advanced tools. He highlighted a growing trend where creators who combine AI skills with strong storytelling are becoming highly valuable. In some cases, individuals have significantly increased their impact and earnings by directly improving customer acquisition for companies. According to O’Leary, AI should be viewed as a tool rather than a solution. He warned that without proper oversight, AI can produce low quality output that adds little real business value. At the same time, he remains bullish on AI’s broader potential. He said many of his companies are already using it to improve efficiency, reduce costs, and speed up operations. O’Leary also pointed to opportunities for entrepreneurs, especially in helping businesses adopt AI and building out data center infrastructure. His message is clear that the winners will be those who combine technology with real human skill.