Happy Tuesday 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 fell today as the rebound faltered. By the closing bell, the S&P 500 was back to teetering just above correction territory.

• 📈 | One Notable Gainer: Lucid $LCID ( ▼ 4.13% ) slammed the accelerator after Morgan Stanley $MS ( ▼ 3.08% )  upgraded the EV maker’s stock.

• 📉 | One Notable Decliner: Shares of Google-parent Alphabet $GOOGL ( ▼ 4.88% ) slid after announcing its biggest-ever acquisition: a $32B takeover of cloud security startup Wiz.

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MARKET MOVERS

Tesla, Discover, Capital One

$TSLA ( ▼ 3.51% ) Tesla’s China rival Zeekr to roll out advanced driver assistance-system for free (CNBC)

$DFS ( ▼ 2.33% ) / $COF ( ▼ 2.59% ) Discover Financial/Capital One spread widens amid report on DOJ review of deal (SeekingAlpha)

$PLTR ( ▼ 4.71% ) Palantir Stock Drops. Why This Analyst Sees Shares Falling More Despite Booming Business. (Barron’s)

$SRPT ( ▼ 1.95% ) Patient dies following muscular dystrophy gene therapy, Sarepta reports (AP)

$META ( ▼ 4.29% ) Meta Becomes Final Magnificent 7 Stock to Turn Negative in 2025 (Bloomberg)

OVERHEARD ON THE STREET

Reuters: US homebuilding and manufacturing surged in February, but tariffs, trade policies, and spending cuts continue to dampen the economic recovery.

CNBC: The Boeing $BA ( ▼ 3.24% ) Starliner astronauts originally scheduled for a nine-day mission are returning to Earth after spending nine months in space.

WSJ: Morgan Stanley's DEI efforts have sparked criticism and lawsuits from both Black and White employees.

CNN: Rising prices have led Americans to buy fewer snacks like chips and cookies, with 42% of consumers cutting back on non-essential treats, per NIQ.

Fortune: A recent study found that AI search engines confidently cite incorrect sources more than 60% of the time.

TOMORROW’S TRADE IDEA, TODAY

Finding the Tariff Silver Lining

Good Stocks on Sale

President Donald Trump’s ever-evolving tariff policy has caused a lot of uncertainty. And if there’s one thing the markets don’t like, it's uncertainty.

In other words, the last few weeks have been volatile, to say the least. But at least one positive has come out of it: many good, fundamentally strong stocks are now trading cheap, according to KeyBanc $KEY ( ▼ 2.29% ) analysts.

Oshkosh

The bank named military vehicle manufacturer Oshkosh $OSK ( ▼ 2.83% ) as one such potentially attractive investment. KeyBanc analysts give the stock a $132 price target, implying a nearly 40% upside from current prices. 

Amid ongoing geopolitical tensions, many investors are already flocking to defense stocks to weather the storm. Analysts went on to say that they believe Oshkosh is largely immune to tariffs, as the vast majority of its revenue comes from the US, and it has the capability to shift production outside of the US if needed.

Danaher

Medical company Danaher $DHR ( ▼ 1.88% ) is another stock the bank thinks could see a sharp uptick in the near future. The stock is down nearly 22% over the past 6 months, but KeyBanc’s price target suggests a little less than 50% upside. 

Wolfe Research also added DHR to its “Alpha List”, saying that the recent price drop provides an attractive entry point to a stock they think is well-positioned for long-term growth on the back of the company’s strong margins. And Stifel $SF ( ▼ 3.3% ) recently bumped it up to a Buy, saying its cost-saving measures could boost its top line.

At the end of the day, the best skill an investor can have is adaptability. For two years, the name of the game was finding an expensive stock that still had further to climb. Now, it’s about picking the cheap stocks that don’t have further to fall.

According to KeyBanc, Oshkosh and Danaher just might fit the bill.

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ON OUR RADAR

CNBC: German parliament passed an historic debt reform package, enabling higher defense spending and a 500 billion euro infrastructure and climate fund.

Bloomberg: Supreme Court Chief Justice Roberts rebuked Trump for calling for the impeachment of a judge blocking deportations.

WSJ: Israel launched its most extensive strike in months, killing over 400 in Gaza, escalating geopolitical tensions after failed hostage release talks.

AP: As US support for Ukraine wavers, Kyiv's European allies are considering seizing $300B in frozen Russian assets.

Forbes: Tesla is no longer Elon Musk’s most valuable asset as its stock declines. Here’s what took its place.

MONDAY’S POLL RESULTS

Are you bullish or bearish on Chipotle Mexican Grill (CMG) over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨🟨⬜⬜⬜ 🐻 Bearish

And, in response, you said:

• 🐂 Bullish — “The less they import, the safer they are from rising costs.”

• 🐻 Bearish — “Because more ChiColi on the horizon.”

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