Tesla (TSLA) is expanding its partnership with South Korea's LG Energy Solution, inking a $4.3 billion deal to manufacture battery cells in Lansing, Michigan.

Tesla's bet on energy storage is looking smarter by the day.

The company's Megapack systems, which store power generated from solar or wind and release it during peak demand, are directly riding the AI infrastructure wave, as data centers require unprecedented levels of reliable power.

Last year, Tesla's energy segment revenue grew 27% to $12.8 billion, accounting for 13% of total revenue, even as the auto business declined 10%.

Details were announced at the Indo-Pacific Energy Security Summit in Japan, where the Trump administration unveiled $56 billion in private sector commitments.

An LG spokesperson confirmed the company "will establish dedicated production lines at our Lansing facility" to fulfill the agreement — the same lines LG retooled last year for LFP prismatic cells.

TSLA stock boasts a Ziggma score of 91, powered by its unique growth prospects, profitability, and financial health.

Analysts expect the EV giant to gain 10% from current levels.

Tesla's energy division is a core growth engine. The LG deal signals Tesla is aggressively locking in battery supply as hyperscaler demand for grid-scale storage accelerates.

CEO Elon Musk has called the energy business a segment that will have "very high growth for as far into the future as we can imagine."

With EV sales under pressure, Wall Street should start paying closer attention to Megapack margins.

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U.S. equities finished Tuesday in the green, even as Brent crude surged back above $100 per barrel, rising 3% amid heightened tensions in the ongoing U.S.-Israel war on Iran.

Energy was the index's best-performing sector, gaining just over 1%, pushing its month-to-date gains to more than 4%.

On the macro front, Apollo's Chief Economist, Torsten Slok, said the Federal Reserve will almost certainly hold rates steady at its meeting on Wednesday.

Core PCE inflation already sits at 3.1% annually, moving in the wrong direction, and rising oil prices compound the pressure on the Fed's inflation mandate.

Meanwhile, Amazon CEO Adam Jassy revealed in an internal meeting that AI could help AWS revenues double to $600 billion over the next decade, sending Amazon shares 1.3% higher.

Iran's security chief, Ali Larijani, was killed in overnight airstrikes, per Israeli Defense Minister Israel Katz, adding a sobering geopolitical layer to the day's trading.

Strategists cautioned investors that, unlike tariffs, wars cannot be reversed on demand.

Delta Air Lines shares climbed 6.6% after the carrier upgraded its Q1 revenue outlook to "high-single-digit" growth, a step above its prior 5%-7% forecast.

Despite jet fuel costs surging more than 50% due to the conflict in the Middle East, Delta cited unusually strong consumer and corporate travel demand as the reason for the upward revision.

The Trade Desk took a significant hit, down 7.4%, after Publicis Groupe, the world's largest advertising agency, announced it would no longer recommend TTD's demand-side platform to its clients.

An internal audit revealed TTD violated its master services agreement by improperly applying DSP fees.

The move is a major reputational blow, coming at the worst possible time: TTD's stock has already plunged 55% over the past year as fears of AI disruption weigh on ad-tech broadly.

Eli Lilly fell 6% after HSBC downgraded the pharma giant from "hold" to "reduce," slashing its price target to $850.

The bank's analyst argued that the market for GLP-1 obesity drugs is inflated and that Wall Street's expectations have outrun the underlying fundamentals, a notable concern given Lilly's premium valuation.

🛢️ Brent crude surges above $100/barrel for the first time in months, fueled by Strait of Hormuz shipping fears and the deepening U.S.-Iran conflict.

📉 SoFi Technologies (SOFI) fell ~5% after Muddy Waters Research took a short position, calling it a "financial engineering treadmill" and flagging potential misstatements of $312M+ in unrecorded debt.

🚁 Swarmer (SWMR) skyrocketed 400%+ on its IPO debut, opening at $12.50 vs. a $5 IPO price. The defense drone software company supports Ukraine's combat missions.

💾 Western Digital (WDC) surged 9.6% to an all-time high after reports revealed that its entire 2026 hard drive production capacity is already sold out, driven by demand for AI infrastructure from hyperscale cloud providers.

🤖 Bank of America reiterates a Buy rating on SAP with a $308 price target (61% upside), saying AI disruption fears are "overstated" and expects 11.5% top-line acceleration in Q1.

💵 U.S. dollar nears 10-month highs as the Iran war boosts demand for the greenback — oil is priced in USD — though analysts warn the rally is likely short-lived given structural headwinds.

Micron surged 4.5%, pushing its market cap past $500 billion, ahead of its Q2 earnings report.

The rally was fueled by analyst optimism around an AI-driven "memory supercycle" — its 2026 high-bandwidth memory capacity is reportedly completely sold out, prompting multiple price target upgrades across the Street.

Global Payments jumped 6.3% after its Link2Gov unit was selected as the IRS's preferred digital payments provider for the 2026 tax season.

The win, combined with a $2.5 billion share repurchase program and a positive 2026 earnings outlook following recent restructuring, reignited investor confidence in the stock.

GoDaddy gained 3.6% for a third straight session of recovery following a massive post-earnings selloff in late February.

Analysts highlighted the stock's deeply discounted valuation relative to its strong free cash flow generation, drawing buyers back in as the dust settled.

🎤 Micron Technology reports fiscal Q2 earnings after close today — a critical read on AI-driven memory demand and HBM cycle strength.

🛍️ Macy's releases Q4 and full-year 2025 results before the open, offering a window into the health of consumer spending post-holiday season.

📊 General Mills reports quarterly earnings before the open — watch for data on pricing power and consumer staples margin trends.

🏦 Federal Reserve Rate Decision: Markets widely expect a hold; the key will be the forward guidance on inflation and the labor market.

📊 February PPI Release — delayed BLS data on producer prices will be a critical inflation read that could move bond yields sharply.

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