^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

0830 - Initial Jobless Claims: Expected 212k; Prior 210k
0830 - Continuous jobless claims: Expected 1.84M; Prior 1.819M
1245 - Fed’s Bowman speaks

Oil And Energy Stocks

9.6%

Trump administration signaled more aggressive Iran military actions, dimming
hopes for swift war resolution. Oil prices surged >7% past $100/barrel, up
in premarket trading. Supports energy sector; pressures consumer/tech.

USO, BOIL, XLE, OXY, XOM,

Tesla

-2.50%

Shanghai factory sales rose 8.7% YoY in March to 85,670 units (Model 3/Y), marking 5th consecutive month of gains. Q1 2026 sales up 23.5% YoY vs.1.9% growth in Q4 2025. Driven by European demand recovery and potential EV benefits from higher oil prices due to Iran conflict.

GlobalStar (GSAT)

16%

Amazon in advanced talks to acquire Globalstar for ~$9 billion to compete against SpaceX's Starlink in low-earth-orbit satellite communications. Deal includes strategic negotiations with Apple (20% stakeholder). Globalstar offers voice, data, and asset-tracking services to enterprise, government, and consumer markets

AMZN

Intel (INTC)

-4.17%

Investing additional $15 million in SambaNova AI chip startup (total stake
to reach 9% pending regulatory approval). Follows $35 million investment
in February. Intel CEO Lip-Bu Tan chairs SambaNova. Shows continued AI chip
strategy push amid broader market transition. Shares are trading lower with the markets and this despite a big run yesterday after Reinvesting with a 49% stake in its Ireland fab partnership

NVDA, MRVL

Pharmaceutical Stocks

-%

Trump administration set to announce up to 100% tariffs on drugmakers without pricing deals (as soon as Thursday). Nine major pharma companies have signed deals: Pfizer, Eli Lilly, AstraZeneca, Novo Nordisk, Johnson & Johnson (also pledging $55B U.S. investment + 2 new plants). Others remain at tariff risk

PFE, LLY, JNJ, NVO, AZN

Precious Metals

-3.50%

Gapping down after the presidents address boosted Energy prices. The move has caused a rise in the U.S. Dollar index putting pressure on Gold Silver and the miners

GLD, SLV, GDX, NUGT

Amazon Inc

-2.11%

Amazon pursuing $9 billion acquisition of Globalstar to accelerate low-earth-orbit satellite business. Navigating Apple's 20% ownership stake in Globalstar. Deals expected to face regulatory scrutiny.

GSAT, SPACEX (Private)

TMD Energy (TMDE)

60%

This low 8m float company with 12% short is gapping higher as Oil and Energy prices spike. The Iran conflict has caused volatility in several small and micro cap energy names temporarily

BATL, TURB