---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000558271.md"
description: "Highlights from today’s pre-mkt summary for Subscribers:  Stocks extended yesterday’s big gains after President Trump signaled the US-Iran conflict could end in 2-3 weeks, noting America had largely met its military goals and would leave the job of opening the Strait of Hormuz to other nations. Brent crude extended yesterday’s decline to $102/bbl. 10yr yields fell to 4.27% in front of today’s ADP March private payrolls (+40K est). Gold rose, silver fell, and BTC inched higher.  $Tesla(TSLA.US) rose in front of tomorrow’s 1Q deliveries (consensus 366K, my est 377K +12% YoY reflecting higher energy prices and an easy compare vs last year’s Model Y Juniper transition). We expect equities to hit new highs once the Iran conflict ends, oil retreats, and slowing jobs accelerate Fed rate cuts. 2026 S&P earnings estimates rose to $323 (+17% YoY vs 2025’s $276) on higher profits for AI data centers and energy, implying 20.2x P/E (4.9% yield, +60bp premium to 10yr TY, within historical norms). We remain cautious on $Tesla(TSLA.US) due to declining 2026-30 estimates and rising unsupervised autonomy competition from $Alphabet - C(GOOG.US)/ $Baidu(BIDU.US)/ $WeRide(WRD.US)/ $Pony AI(PONY.US)/ $Amazon(AMZN.US) (900K paid rides/week) plus NVDA’s open AI stack in 2026; no position (2026 P/E ~185x, 5x PEG)."
datetime: "2026-04-01T11:37:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000558271.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000558271.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000558271.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# Highlights from today’s pre-mkt summary for Subscr…


### Related Stocks

- [WRD.US](https://longbridge.com/en/quote/WRD.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [PONY.US](https://longbridge.com/en/quote/PONY.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [00800.HK](https://longbridge.com/en/quote/00800.HK.md)
- [02026.HK](https://longbridge.com/en/quote/02026.HK.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**