Morning Brief: Stocks roar back, plus our giant, action-packed Q1 roundup

👋 Good morning! And blessed April. Congrats connected making it done rather the quarter, everyone.

We'll accidental this up front: The Morning Brief does not bash April Fool's Day.

Tuesday was an implicit blockbuster time successful the markets, arsenic stocks surged connected optimism astir an off-ramp from the Iran conflict.

The S&P 500 (^GSPC) gained 2.9%, the Dow (^DJI) 2.5%, and the Nasdaq (^IXIC) 3.8%.

Once again, these are not typos oregon April foolishness. And our Jared Blikre reminds america that this does not excavation america retired of March's hole. The S&P 500 is inactive successful the 6,500s.

On the docket this morning:

🇮🇷 Iran quality lifts stocks

💼 Labor marketplace check

📆 Our large quarterly roundup

🏈 Q1 banal scorecard

🏆 Q1's biggest winners and losers

🙋 5 questions we person for Q2

🤖 Our AI exec powerfulness rankings

📆 What we're watching Tuesday: Along with keeping an oculus connected Iran developments, we've got a batch of economical information coming down the pipe.

Labor marketplace week continues with ADP's backstage payroll numbers, which we'll ticker intimately on with economical enactment from ISM and S&P Global. To apical disconnected a large information day, retail income volition springiness america a look astatine user spending.

🍪 Super Micro is "uninvestable." Investors are moving to the exits arsenic a bid of own-goals has turned a cardinal AI play into a disaster.

🏃 The Whoop CEO conscionable raised implicit fractional a billion. The adjacent measurement is an IPO.

✈️ Airlines look terms hikes, little margins arsenic Iran warfare pressures business. It's besides creating a K-shaped system for airlines, with Delta and United acceptable to instrumentality vantage of the moment.

🤖 CoreWeave banal jumps 12% aft institution secures $8.5 cardinal GPU-backed loan. The Nvidia-backed institution conscionable pioneered a caller benignant of financing.

🙏 Consumer assurance posts astonishment summation successful March. But ostentation concerns linger amid state terms surge.

🏆 Gold rallies, but the precious metallic tracked its worst months since 2008. Nevertheless, Wall Street remains bullish.

🏦 The Fed shouldn't look done the lipid shock, says Kansas City's Fed president. Jeff Schmid said connected Tuesday that the lipid shock's discourse amid broader ostentation should alteration the Fed's perspective.

🇪🇺 ECB President Christine Lagarde calls retired Treasury Secretary Scott Bessent. After Bessent said the economical fallout of the struggle with Iran would beryllium brief, Lagarde pushed back, noting that it would beryllium thing but, fixed the destruction.

⚡️ Tesla Q1 deliveries expected to rebound somewhat successful challenging EV landscape. Thursday's information is expected to amusement an summation of 9% twelvemonth implicit year.