economy

March 10, 2026

We're changing our rating on Microsoft

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

We're changing our rating on Microsoft

TL;DR

  • The IEA is holding an extraordinary meeting to assess oil market conditions and potentially release emergency stocks.
  • Oil prices fell significantly amid confusion over a U.S. Energy Secretary's post and later settled down 12%.
  • Microsoft's stock rating was changed to a hold-equivalent due to concerns about its AI business and Azure's performance.
  • Boeing delayed some 737 MAX deliveries because of a wiring issue, but it's not expected to be a long-term problem.
  • Upcoming earnings reports from Oracle, AeroVironment, and Campbell's, along with the CPI report, are on the market's radar.

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