Happy Wednesday afternoon to everyone on The Street. Here's a snapshot of where markets ended the trading session, plus tomorrow's trade idea delivered to you today.

• 🟨 | US stocks were mixed today as a softer-than-expected CPI somewhat soothed recessionary fears.

• 📈 | One Notable Gainer: NVIDIA $NVDA ( ▼ 1.58% ) saw some long-awaited gains as investors rotated away from consumer defensive stocks and back toward big tech.

• 📉 | One Notable Decliner: Consequently, shares of retail giants like Target $TGT ( ▼ 2.69% ) and Walmart $WMT ( ▼ 0.56% ) took a hit.

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Shares are now available at $1.90 each in their newly launched funding round and you can earn up to 25% in bonus shares by getting in early. 

MARKET MOVERS

Tesla, United Airlines, Palantir

$TSLA ( ▼ 3.51% ) As Trump poses with Teslas in front of the White House, the company’s slumping stock climbs (CNN)

$UAL ( ▼ 4.49% ) Delta And United Airlines Say They Will Reduce Capacity (Forbes)

$PLTR ( ▼ 4.71% ) Palantir’s Alex Karp takes on critics as he cashes in on surging shares (FT)

$NVO ( ▼ 1.23% ) / $RHHBY ( ▲ 2.28% ) Roche secures Zealand obesity drug candidate for up to $5.3 billion (Reuters)

$APP ( ▲ 4.08% ) In AppLovin, Analyst Sees Hints of Google and Facebook (Barron’s)

OVERHEARD ON THE STREET

Reuters: US consumer inflation slowed in February, with the CPI rising 0.2%, while year-over-year inflation increased 2.8%, and core CPI gained 0.2%.

CNBC: The US budget deficit surged to over $1T in February, setting a new year-to-date record.

WSJ: Trump's mixed economic messaging and inconsistent trade policy have spooked some of his advisers, business executives, and Republican lawmakers.

CNN: The US spirits industry expects to take a hit as the EU targets American whiskey with retaliatory tariffs in response to Trump's import taxes.

Bloomberg: The $5T stock wipeout is unsettling America's whales, who are facing growing losses and becoming more defensive with their money.

TOMORROW’S TRADE IDEA, TODAY

Could This Little-Known Stock Re-Energize Your Portfolio?

A Light at the End of the Tunnel

It’s been a rough past few days for stocks, but Morgan Stanley $MS ( ▼ 3.08% ) thinks Talen Energy $TLN ( ▼ 2.62% ) has a bright future ahead of it.

The firm predicts significant gains for the little-known energy stock over the next few months, and initiated coverage at an Overweight rating. Its price target of $243 implies around 22% upside from current prices.

Analyst David Arcaro believes the company — which operates a nuclear plant in Pennsylvania, along with a dozen more coal and gas facilities — will play a major role in powering AI, particularly through its partnership with Amazon $AMZN ( ▼ 4.29% ) .

Blowing in the Tailwinds

Talen is expected to expand its contract with Amazon. Arcaro believes that this alone could raise its stock price between $20 and $60. 

The analyst says the stock’s current valuation has not priced in the value that additional data center contracts might add, and suggests investors could capitalize on the underappreciation. 

Arcaro also thinks Talen’s fundamentals are improving, while demand is rising and the market backdrop is tightening. 

Strong Consensus

The stock has not been immune to the broader market’s recent downturn. TLN has fallen nearly 16% in the past month.

But analysts who cover the stock say it has nowhere to go but up. All 12 of them have given it either a Buy or Strong Buy rating, and its consensus price target reflects more than 30% potential upside.

In today’s uncertain economy, there are very few things the Street can agree on. But Talen is one of them — and that alone makes it worthy of a second glance.

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ON OUR RADAR

CNBC: Senators warned Social Security benefit interruptions could occur due to the SSA’s plans to cut 7,000 employees and close regional offices.

Reuters: President Trump threatened to escalate his trade war once again with additional tariffs on EU goods.

AP: Canada’s incoming Prime Minister Carney said he’s willing to meet with Trump if there’s an openness to discuss a common trade approach.

CNN: Elon Musk secured two major deals to bring SpaceX’s Starlink satellite internet services to India.

The Verge: Has bad AI bricked a whole generation of big tech gadgets?

TUESDAY’S POLL RESULTS

Are you bullish or bearish on BEAM Therapeutics (BEAM) over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨🟨🟨⬜⬜ 🐻 Bearish