TODAY’S BIGGEST STOCK MOVERS — BUY OR SELL AFTER TODAY’S MOVE? The market sent a clear message today: energy and defensives won, while chips and the AI power trade got hit hard. Here’s how we’d approach each stock from today’s movers: 🟢 $CMG +6.1% — BUY: A powerful consumer brand with a long runway for store expansion makes Chipotle attractive despite today’s sharp rebound. 🟢 $ACN +6.0% — BUY: Accenture should be a major beneficiary as corporations move from experimenting with AI to actually deploying it. 🟢 $MPC +4.8% — BUY: Strong refining economics and disciplined capital returns make Marathon one of my preferred energy plays. 🟢 $VLO +4.5% — BUY: Valero benefits from strong refining margins and remains an attractive way to play tight fuel markets. 🔴 $PM +4.1% — SELL: The defensive cash flow is attractive, but after the run-up I prefer faster-growing opportunities elsewhere. 🟢 $LOW +4.0% — BUY: Lowe’s could benefit significantly when lower financing costs eventually unlock housing turnover and renovation spending. 🟢 $PEP +3.7% — BUY: PepsiCo offers defensive earnings, pricing power and dividends when investors are rotating away from high-beta technology. 🟢 $PSX +3.7% — BUY: Phillips 66 offers refining exposure plus diversified midstream and chemicals businesses. 🔥 NOW THE STOCKS THAT GOT HIT 🟢 $GLW -6.4% — BUY: The selloff creates an opportunity in a company benefiting from optical connectivity and growing AI data-center networking requirements. 🟢 $BE -6.4% — BUY: Data centers urgently need reliable electricity, giving Bloom’s on-site power technology a potentially enormous AI-driven opportunity. 🟢 $ORCL -5.6% — BUY: Oracle’s cloud infrastructure and AI workload growth remain compelling despite concerns about the massive capital spending required. 🔴 $INTC -5.3% — SELL: