“Every strike brings me closer to the next home run.” ✍️

– Babe Ruth

SUMMARY

✅ U.S. stocks moved higher on Monday as signs of easing tensions in the Middle East lifted investor sentiment. President Trump said the U.S. would pause planned strikes on Iranian energy infrastructure for five days following constructive weekend talks.

✅ Sports betting stocks surged after U.S. senators proposed legislation to block prediction market platforms from offering sports-related contracts, easing competitive pressure on DraftKings and Flutter.

✅ Oil prices fell sharply after President Trump reported productive talks with Iran and suggested the Strait of Hormuz could reopen under joint U.S.-Iran control, easing supply concerns.

✅ Elon Musk announced Terafab, a $20–25 billion semiconductor project to produce cutting-edge chips for Tesla’s AI robotics and SpaceX’s space applications, aiming for unprecedented computing scale.

✅ Defense contractor AEVEX, backed by Madison Dearborn Partners, filed for a U.S. IPO on the NYSE under ticker “AVEX,” moving ahead despite regional geopolitical tensions.

✅ Gilead Sciences is nearing a $2 billion acquisition of Ouro Medicines to expand its biotech portfolio, with $1.5 billion upfront and $500 million contingent on clinical milestones.

MARKET SNAPSHOT

↗ Dow 46,208.47   + 1.38%
↗ Nasdaq 21,946.76   + 1.38%
↗ S&P 6,581.00       + 1.15%

Prediction markets have come under increasing scrutiny as they’ve rapidly expanded in recent years, particularly after the legalization of sports betting in the U.S. Many of these platforms now offer contracts tied to sports outcomes, putting them in direct competition with traditional sportsbooks.

That competitive pressure appears to be easing—at least for now. DraftKings shares rose 4%, while Flutter climbed roughly 6% in early trading, reflecting investor optimism around potential regulatory limits on rival platforms.

ENERGY

Oil Plunges as Trump Signals Iran Talks and Potential Reopening of Strait of Hormuz

Image courtesy of oilandgasiq.com

Oil prices tumbled sharply Monday morning after signs of easing tensions between the U.S. and Iran lifted hopes for improved global supply.

Crude futures dropped more than 11% after Donald Trump said he held “productive” talks with Iran and would delay planned strikes on the country’s power infrastructure. The announcement marked a notable shift in tone following heightened tensions over the weekend.

Trump also indicated that the Strait of Hormuz — a vital artery for global oil shipments — could reopen soon under a potential joint control arrangement between the U.S. and Iran, if negotiations progress.

In response, oil markets pulled back significantly. U.S. benchmark West Texas Intermediate crude fell below $87 per barrel, while Brent crude dropped to around $98 after previously surging above $113.

The president’s comments fueled optimism that a broader de-escalation could follow, particularly after he had warned just days earlier that Iran must fully reopen the strait within 48 hours or face military strikes.

Despite the sharp decline, analysts remain cautious. Uncertainty persists around when oil flows through the Strait of Hormuz will fully resume, a key factor for global supply. Roughly a quarter of the world’s seaborne oil passes through the route, making any disruption highly consequential.

Rebecca Babin of CIBC Private Wealth noted that while prices have fallen, further downside may be limited due to ongoing supply risks and the time required to restore normal shipping volumes.

Each day of restricted flow represents a meaningful loss of supply, underscoring why markets remain sensitive to developments in the region despite the more optimistic headlines.

AI SPACE

Elon Musk Unveils “Terafab”: A $25B Bet to Power Tesla and SpaceX’s AI Future

Image courtesy of REUTERS/Kevin Lamarque/

Elon Musk has unveiled one of his most ambitious ideas yet: Terafab, a massive semiconductor project that could reshape the future of his companies, Tesla and SpaceX.

Terafab is a joint venture between Tesla, SpaceX, and xAI that aims to bring every stage of chip production—design, manufacturing, memory, and packaging—under one roof. The facility will be built in Austin at Tesla’s Giga Texas campus and is expected to be even larger than the already विशाल complex.

The project is expected to cost between $20 billion and $25 billion, and notably, these costs are not included in Tesla’s current capital expenditure plans. Its timing is also significant, as SpaceX is reportedly considering an IPO in the near future.

Musk described Terafab as “the most epic chip-building effort in history,” driven by a critical need: existing chipmakers like TSMC and Samsung cannot produce chips fast enough to meet the demands of AI and robotics.

“We either build Terafab or we don’t have the chips,” Musk said, underscoring the urgency.

The facility will focus on two key chip types:

Edge AI chips for Tesla’s self-driving systems, robotaxis, and Optimus humanoid robots

Space-grade chips for satellites, orbital data centers, and AI workloads at SpaceX

The biggest driver of demand is Tesla’s Optimus robot program. Analysts estimate that one factory alone could produce up to 10 million robots annually—requiring about 20 million chips, roughly six times Tesla’s current total chip demand.

Looking further ahead, Tesla’s long-term vision of 100 million robots per year would require over 200 million chips, more than 50 times its current needs.

Terafab will target cutting-edge 2-nanometer chip technology, placing it at the frontier of semiconductor manufacturing—an area where even industry leaders are still scaling up.

Finally, Musk outlined an even bigger ambition:
to produce over one terawatt of AI computing power annually, with much of it eventually deployed in space.

While no firm timeline has been given, the project is expected to begin with prototyping and infrastructure testing, signaling the early stages of what could become one of the largest industrial efforts ever undertaken.

IPO NEWS

Madison Dearborn-Backed Defense Contractor AEVEX Files for U.S. IPO on NYSE

Image courtesy of Aevex.com

Defense technology contractor AEVEX, backed by buyout firm Madison Dearborn Partners, filed Monday for an initial public offering in the United States.

The IPO comes despite ongoing Middle East tensions, highlighting continued access to the U.S. equity markets. The Solana Beach, California-based company, along with some existing shareholders, plans to sell shares in the offering, which will be listed on the New York Stock Exchange under the ticker “AVEX.”

Goldman Sachs, BofA Securities, and Jefferies are serving as lead underwriters for the IPO.

M&A SPACE

Gilead Nears $2 Billion Buyout of Biotech Ouro Medicines

Image courtesy of Gilead Sciences

Gilead Sciences is reportedly close to acquiring Ouro Medicines for up to $2 billion, according to the Financial Times.

The deal structure includes approximately $1.5 billion in upfront cash to Ouro’s private investors, with an additional $500 million contingent on achieving certain clinical trial milestones.

The acquisition could be announced in the coming days, though timing and terms may still change. Both Gilead and Ouro Medicines have not immediately commented on the report.

This move follows Gilead’s previous major acquisition of Arcellx for $7.8 billion, underscoring the company’s ongoing strategy of expanding its biotech and specialty treatment portfolio.

Privately held Ouro is testing an antibody drug, gamgertamig, in early-stage studies to treat autoimmune conditions, including hemolytic anemia and Sjögren's disease, a muscle-weakening disorder.

Gilead, best known for its HIV drugs, has been looking outside of its key areas for growth amid looming patent expiries and declining sales ‌of ⁠its COVID-19 drug Veklury.

The deal to acquire Ouro ⁠could be announced in the coming days, an FT report said, adding that the timing and terms could change.

📉 ON THE MOVE AND NOTABLES 📈

✔️ Gains were widespread across sectors on Monday, with energy the only laggard, while growth sectors like technology and consumer discretionary were leading.

✔️ European markets also advanced, with the Euro Stoxx 50 up more than 1%.

✔️ Bond yields were slightly lower—the 10-year Treasury yield has dipped to 4.35%—and the U.S. dollar is weakening against a basket of currencies.

✔️ Global markets rallied on signs of de-escalation in the Middle East conflict. Over the weekend, tensions had escalated, with President Trump warning of potential strikes on Iranian energy and power assets if the Strait of Hormuz was not reopened. However, early Monday, he announced a five-day delay in any military action to allow for continued negotiations after what he described as productive discussions with Iran.

✔️ U.S. construction spending unexpectedly fell in January amid broad weakness in private projects, government data showed. The Commerce Department's Census Bureau ‌said on Monday that construction spending dropped 0.3% after an upwardly revised ‌0.8% jump in December, which was the largest increase since April 2024.

✔️ Markets have struggled in March, as the conflict involving Iran pushed oil prices up more than 30%, dampening risk appetite. As of Friday’s close, the S&P 500 was down 5.4% for the month, while the Russell 2000 had fallen more than 7%. The S&P 500 Index notched its fourth consecutive weekly loss, slipping nearly 2% and falling below its November closing low.

✔️ Airline and cruise stocks jumped Monday after news that the U.S. will delay potential strikes on Iran’s power infrastructure.

✔️ Energy names moved in the opposite direction, with Exxon Mobil (XOM) and Chevron (CVX) edging lower.

✔️ Gold prices extended their decline, falling another 4% to below $4,400 per ounce after suffering their worst weekly drop in over four decades. The pullback followed last week’s hawkish Federal Reserve tone, which dampened expectations for rate cuts this year.

✔️ Silver dropped nearly 3% to one-month lows, while copper prices saw modest gains.

✔️ Mining stocks such as Freeport-McMoRan (FCX) and Newmont (NEM) also traded lower.

✔️ DraftKings (DKNG) surged after Citizens reaffirmed its outperform rating and $38 price target.

✔️ MongoDB (MDB) climbed following an upgrade from Mizuho, which cited an attractive setup after recent earnings.

✔️ Activist investor Elliott Investment Management has built a multibillion-dollar stake in Synopsys (SNPS), the Wall Street Journal reported on Sunday.

✔️ Interest rate expectations have shifted sharply. According to the CME FedWatch Tool, the probability of a Fed rate cut this year has plunged from 95% a month ago to roughly 5% on Monday.

✔️ Bitcoin jumped 3% to trade near $71,000 on Monday as broader markets rose.

💲What Else to Watch This Week💲

🟢 Tuesday (Mar. 24): New Home Sales. Earnings from AAR Corp. (AIR), Centessa Pharmaceuticals (CNTA), Concentrix Corp. (CNXC), Core & Main Inc. (CNM), GameStop Corp. (GME), Hesai Group (HSAI), KB Home (KBH), New Gold Inc. (NGD), Smithfield Foods Inc. (SFD), T1 Energy Inc. (TE), Worthington Enterprises Inc. (WOR).

🟢 Wednesday (Mar. 25): Current Account Balance, Durable Orders, EIA Crude Oil Inventories, Export Prices, Import Prices, Mortgage Applications Index. Earnings from Alumis Inc. (ALMS), Celcuity Inc. (CELC), Chewy Inc. (CHWY), Cintas Corp. (CTAS), H.B. Fuller Company (FUL), Jefferies Financial Group Inc. (JEF), JinkoSolar Holding Co. (JKS), Karman Holdings Inc. (KRMN), Ondas Inc. (ONDS), Paychex Inc. (PAYX), PDD Holdings Inc. (PDD), Winnebago Industries Inc. (WGO).

🟢 Thursday (Mar. 26): Continuing Claims, EIA Natural Gas Inventories, Initial Claims. Earnings from Argan Inc. (AGX), Bicara Therapeutics Inc. (BCAX), Commercial Metals Co. (CMC), Kodiak Sciences Inc. (KOD), Lumexa Imaging Holdings Inc. (LMRI), Pony AI (PONY), Seabridge Gold Inc. (SA), TMC the metals company Inc. (TMC).

🟢 Friday (Mar. 27): Advanced International Trade in Goods, Advanced Retail Inventories, Advanced Wholesale Inventories, GDP – 3rd Estimate, PCE Prices, Personal Income, Personal Spending, University of Michigan Consumer Sentiment – Final. Earnings from Autolus Therapeutics PLC (AUTL), Carnival Corp. (CCL), Humacyte Inc. (HUMA), Legence Corp. (LGN), SBC Metals Group Holdings (SBC).

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Stocks rise amid five-day pause on U.S. strikes in Iran.