CheckMan Stock Market Overview

Key Takeaways: Driven by the Energy and Materials sectors, NDIV's underlying index delivered a 13.99% total return from late February through March, significantly outpacing the broader market during a volatile first quarter.

Apple is preparing to take its App Store fight with Epic Games back to the Supreme Court. In a new filing, the iPhone maker said it plans to ask the U.S. Supreme Court to review another aspect of this long-running case over App Store fees.

Willdan Group operates with strong revenue visibility, backed by multi-year, regulator-funded contracts in energy efficiency for utilities. Recent price drop from $135 to $80 appears driven by a one-off 179D tax benefit expiration and rotation in client mix, not business deterioration. Core regulatory budgets remain robust, and WLDN's operational performance, including 20.5% revenue growth and 37.5% gross margin in FY25, supports a constructive outlook.

Palantir Technologies  PLTR has emerged as one of the most talked-about companies in the artificial intelligence ecosystem. Its powerful data analytics platforms and growing role in defense and commercial AI adoption have attracted significant investor attention.

RKLB climbs 10.1% in six months as defense demand and backlog growth drive momentum, but premium valuation and government exposure cloud near-term outlook.

Meta Platforms, Inc. remains fundamentally strong, with Q4 revenues up 23.8% Y/Y to $59.89B, exceeding expectations. AI investments are driving improved ad performance and monetization, with Threads and WhatsApp now contributing meaningful incremental revenue. Scaling down metaverse spending and potential workforce reductions could boost margins and bottom-line performance going forward.

Chipotle's steady new-unit returns and consistent restaurant performance help support expansion despite flat comparable sales.

Reinsurance Group of America, Incorporated is a global leader in life and health reinsurance with $4.3 trillion in force and $157 billion in assets. Focus is on RGA's baby bond NT CAL 52, offering a 7.125% coupon, callable or resettable in October 2027, and currently trading just above par. We like this one, and it offers a lower-risk play today.

Micron and Seagate are riding a data center memory bottleneck that could sustain earnings momentum through 2026, but investors should watch for deceleration signals heading into 2027.

YPF Sociedad Anónima's recent re-rating has been driven by higher Brent and the removal of a major litigation overhang, but underlying performance suggests the story is increasingly execution-led. Shale continues to scale with strong volume growth and falling costs, allowing EBITDA and margins to expand even in weaker pricing environments. Guidance is based on a conservative $63 Brent assumption, while current oil prices suggest meaningful upside to EBITDA and consensus estimates.