Meta Platforms, Inc.

Tesla, Inc.

Universal Music Group N.V.

Donald Trump agreed with Iran on a two-week truce and the opening of the Strait of Hormuz, which supported the growth of world markets and led to a slight decline in oil prices. Meanwhile, details of a possible listing of SpaceX became known: the company is preparing a placement with a focus on retail investors, but analysts doubt the potential for profitability at a valuation of $2 billion. Against this background, Pershing Square plans to acquire Universal Music with a significant premium, considering the company's securities undervalued. The main events of April 6-10 are in our review.

Highlights of the week: US-Iran truce, Meta AI model, Universal Music deal

Palantir Technologies Inc.

The president's endorsement didn't keep the AI company's stock from falling in trading on April 10

Trump praised Palantir minutes after discussing Burry's criticism on TV

The S&amp;P 500 index declined on Friday, but at the end of the week still showed the best growth since November, as well as the Nasdaq Composite. Traders rejoiced at the truce between the U.S., Israel and Iran, but are still cautious about its prospects. For instance, it was supposed to, but never did, unblock shipping in the Strait of Hormuz. Oil futures were cheaper, but real commodity prices in Europe were at record levels. In the US, important macro data was released on Friday: the Consumer Price Index report for March showed that inflation was in line with expectations, however, the war still led to increased inflationary concerns of consumers.

Truce effect: S&amp;P 500 has its best week since November, Nasdaq out of correction zone

Snowflake Inc.

Autodesk, Inc.

Palo Alto Networks, Inc.

ServiceNow, Inc.

CrowdStrike Holdings, Inc.

Datadog, Inc.

Market participants are increasingly concerned about Anthropic's new model, which the company says, in the hands of attackers, will be able to overcome cyber defenses

A new wave of "soft-apocalypse" on the market: which stocks are investors selling out?

Nebius Group N.V.

Shares of the company founded by Arkady Volozh have risen 74% since the start of 2026

Nebius shares jumped 10% to a record. Will it buy a startup that Nvidia was interested in?

NIKE, Inc.

Piper Sandler Companies

Piper Sandler refused to recommend buying shares of sportswear manufacturer Nike. Even after the collapse by a third since the beginning of the year, the securities remain expensive and lack short-term growth drivers, according to the bank's analysts.

Nike remains 'in the penalty zone': why an analyst dropped her buy recommendation

U.S. consumer sentiment has plummeted to a record low and concerns about inflation have intensified amid a war with Iran,<a href="https://www.sca.isr.umich.edu/"> data</a> from a University of Michigan survey released Friday showed.

 US consumer sentiment index hits all-time low

Investors are always too eager to believe promises and too late to spot the risks, says billionaire Howard Marks 

Howard Marks got rich on distressed debt. What lesson does he see in the crash of 1929?

Data

Alto Ingredients, Inc.

Ironwood Pharmaceuticals, Inc.

Oil States International, Inc.

GigaCloud Technology Inc.

Heritage Insurance Holdings, Inc.

Herbalife Ltd.

Movado Group, Inc.

Mitek Systems, Inc.

Seeking Alpha has <a href="https://seekingalpha.com/news/4573837-as-investors-rotate-out-of-mega-caps-these-10-small-cap-strong-buys-are-worth-watching">identified</a>&nbsp;10 small-cap stocks that could benefit from the next phase of AI adoption. The platform cited a research note from Wells Fargo, which said the AI market could soon broaden beyond mega-cap tech companies to include smaller-cap firms.

10 'strong buy' small caps worth watching amid AI progress, rotation out of mega caps

Forward Air Corporation

ZIM Integrated Shipping Services Ltd.

Ardmore Shipping Corporation

Sun Country Airlines Holdings, Inc.

Covenant Logistics Group, Inc.

Marten Transport, Ltd.

Freedom Broker, at the request of <i>Oninvest</i>, has looked at which transportation-sector small caps were the most popular among hedge funds as of the end of 2025. The sample includes six names with market capitalizations below $6 billion during the reporting period, with share prices not exceeding $30.

Freedom: Six small-cap transportation names most popular with hedge funds in 2025

Applied Digital Corporation

Applied Digital, which builds data centers, saw its shares fall more than 6% in premarket trading on Thursday as rising losses overshadowed a strong revenue beat driven by robust demand for data center services, Reuters <a href="https://www.reuters.com/technology/applied-digital-beats-quarterly-revenue-estimates-2026-04-08/">reports</a>.

AI data-center developer Applied Digital beats expectations, but shares are sliding

Alligator Energy Limited

Western Uranium & Vanadium Corp.

Forsys Metals Corp.

Shares of uranium miners significantly outperformed the underlying commodity market in 2025: the Sprott Uranium Miners ETF <a href="https://sprottetfs.com/media/muhafrp2/urnm-ar-tsr-2025.pdf?m=1">gained</a>&nbsp;nearly 40% over the year. Against this backdrop, price dynamics in the global uranium market were more subdued: spot prices <a href="https://investingnews.com/uranium-price-update/#:~:text=U3O8%20spot%20price%20remained%20more%20constrained%20through%202025%2C%20fluctuating%20between%20a%20relatively%20short%20range%20of%20US%2463.17%20(March%2013)%20and%20US%2483.33%20(September%2025)%20per%20pound.">traded</a>&nbsp;in the $63-83 per pound range, while long-term contract prices <a href="https://investingnews.com/uranium-price-update/#:~:text=the%20long%2Dterm%20contract%20price%20displayed%20less%20volatility%20in%202025%2C%20starting%20the%2012%20month%20period%20at%20US%2480%20and%20reaching%20US%2486%20at%20the%20end%20of%20November.">rose</a>&nbsp;from $80 to $86 per pound. By the end of 2026, Goldman Sachs has&nbsp;<a href="https://www.moomoo.com/news/post/63207946/is-uranium-the-next-gold-goldman-sachs-the-supply-deficit?level=1&amp;data_ticket=1775587806729701#:~:text=Structural%2520shortages%2520will%2520drive%2520prices%2520higher%252C%2520with%2520spot%2520prices%2520projected%2520to%2520reach%2520%252491%2520by%2520the%2520end%2520of%25202026%252C%2520indicating%2520at%2520least%2520a%252020%2525%2520increase.">projected</a>&nbsp;spot prices would reach $91 per pound, driven by a uranium deficit that is expected to widen by nearly 12% to 1.914 billion pounds over the 2025-2045 period.

Which nuclear small caps have benefitted from AI-driven rising electricity demand?

NuScale Power Corporation

Investors should take a closer look at shares of NuScale Power, a mid-cap developer of nuclear reactors, <a href="https://www.fool.com/investing/2026/04/08/how-buying-nuscale-power-stock-today-could-10x-yo/">argues</a>&nbsp;Motley Fool contributor Ryan Vanzo. The world is entering a “nuclear renaissance” driven by rising demand from the AI segment, he says. NuScale shares could generate billions for investors, who must be prepared to hold them for an “incredibly long” time, he cautions.

Motley Fool analyst recommends NuScale amid AI-driven 'nuclear renaissance'

Small Caps

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