MARKET WATCH: Suze Orman has a killer question for your retirement

I've been following ANTX, a biopharmaceutical company based in Menlo Park, California, that develops novel small molecule therapeutics from its proprietary boron chemistry platform. The focus is on underserved areas like infectious diseases, with the lead candidate epetraborole advancing in Phase 3 trials for non-tuberculous mycobacterial (NTM) lung disease and acute melioidosis. The pipeline also includes AN2-502998 for chronic Chagas disease in preclinical stages, along with programs in oncology.

Tilly's, Inc. (TLYS) operates as a specialty retailer specializing in casual apparel, footwear, accessories, and hardgoods aimed at young men, women, boys, and girls. The company focuses on branded fashion inspired by action sports, surf, and skate culture, offering products like tops, bottoms, swimwear, backpacks, hats, and sunglasses from well-known brands such as Vans and Hurley. With approximately 223 stores in malls and lifestyle centers, complemented by e-commerce through www.tillys.com, Tilly's effectively combines physical and digital sales channels.

Aemetis, Inc. (AMTX) is a renewable natural gas and renewable fuels company focused on developing and commercializing low- and negative-carbon intensity products that replace petroleum-based fuels. The company operates through segments including California Ethanol, California Dairy Renewable Natural Gas, and India Biodiesel. Its core business model centers on converting agricultural waste—such as dairy manure into biogas and corn/wood waste into ethanol—into high-value biofuels like renewable natural gas (RNG), ethanol, biodiesel, and sustainable aviation fuel precursors.

Silvaco Group, Inc. (SVCO) provides technology computer-aided design (TCAD) software, electronic design automation (EDA) software, and semiconductor intellectual property (SIP) solutions. The company helps semiconductor and photonics firms design, simulate, and optimize processes from atomic-level modeling to complex system-on-chip (SoC) development. Its business centers on licensing software tools and IP blocks, along with engineering services, targeting high-growth areas like AI, power devices, automotive, foundries, and 5G/6G mobile.

UBXG stock surged +79% over the last 30 days, driven by heightened trading volume and positive market sentiment amid broader technology sector trends. Over the past quarter, the stock rose +61%, reflecting recovery from earlier lows near its 52-week bottom.

CVGI stock surged approximately +89% over the last 30 days, driven by strong Q4 2025 earnings beat on revenue and positive 2026 guidance. Over the past quarter, shares rose about +126%, reflecting improved profitability, debt reduction, and a key partnership announcement.

SAFX stock surged +104% over the past 30 days, driven by positive updates on a $10 million capital raise and merger progress. Over the past quarter, the stock rose +44%, reflecting recovery from lows amid renewable energy sector interest and strategic developments.

LONA stock surged +80% over the past 30 days, driven by positive analyst upgrades, executive appointments, and full-year financial updates highlighting pipeline progress. Over the past quarter, shares rose +48%, reflecting improved investor sentiment in biotech amid clinical advancements.

Lifetime Brands (LCUT) stock surged +77% over the last 30 days, driven by a strong Q4 earnings beat and a Zacks Rank #1 (Strong Buy) upgrade that reflects an improved earnings outlook. Over the past quarter, shares rose +48%, supported by profitability gains despite softer sales, with adjusted EBITDA reaching $50.8 million for full-year 2025.

CURV stock surged approximately +73% over the last 30 days, driven primarily by a positive reaction to Q4 and fiscal 2025 earnings that beat expectations on EPS and revenue. Over the past quarter, the stock is up around +55%, reflecting recovery from lows near $1 amid ongoing store optimization and sub-brand launches

Blaize Holdings, Inc. (BZAI) focuses on artificial intelligence (AI)-enabled edge computing solutions, offering programmable AI processors and platforms for verticals such as smart cities, defense, retail, and enterprise markets. The company's core revolves around hardware like the Graph Streaming Processor (GSP) AI accelerator, compute cards, and software tools including Blaize AI Studio—a no-code/low-code environment for deploying AI models without source code expertise. Based in El Dorado Hills, California, and founded in 2010, it went public through a merger in early 2025.

Comstock Holding Companies, Inc. (CHCI) operates as an asset manager, developer, and operator of mixed-use and transit-oriented properties, mainly in the greater Washington, D.C. metropolitan area. The company targets high-growth urban and suburban markets, overseeing a portfolio that spans residential, commercial, hospitality, and parking assets near key metro stations. Its asset-light, fee-based model delivers recurring revenue through property management, leasing, development services, and asset recapitalization for institutional investors, family offices, and governments.

ORIC Pharmaceuticals shares are down approximately 21% in premarket trading on April 1, 2026, from a prior session close of approximately $12.19, placing the premarket price near $9.63. The primary catalyst is the after-market release of Phase 1b dose optimization data for rinzimetostat (ORIC-944) on March 31, alongside the selection of 400 mg once daily as the recommended Phase 3 dose for the Himalayas-1 registrational trial.

Shares of Target Hospitality Corp. (Nasdaq: TH) surged approximately 38% during Wednesday's trading session, climbing from a prior close of $9.28 to approximately $12.81. The primary catalyst is the company's announcement of a landmark multi-year lease and services agreement worth over $550 million with a top-five global hyperscaler to build and operate a data center workforce community in North Texas.

Shares of Turning Point Brands (TPB) are falling sharply intraday on April 1, 2026, shedding approximately 15% from their prior session close of roughly $87.41, placing the stock near $74.30. The primary catalyst is broad investor risk-off selling tied to mounting trade-policy uncertainty ahead of President Trump's sweeping tariff announcements scheduled for April 2 — a day the administration has branded "Liberation Day".

Shares of Philip Morris International fell approximately 8% during intraday trading on April 1, 2026, dropping from a prior close of $165.34 to around $152.11. A sharp, broad-based market selloff — amplified by renewed trade policy tensions — is acting as the primary macro catalyst behind the decline.

WDC shares surged approximately +10% in Wednesday's session, advancing to approximately $296–$297 from a prior close near $269.82 on March 31, 2026. The primary catalyst is a major analyst upgrade: Bernstein raised its rating on Western Digital from Market Perform to Outperform and dramatically doubled its price target to $340 from $170.

I've been following CG Oncology, Inc. (CGON), a late-stage clinical biopharmaceutical company dedicated to developing and commercializing cretostimogene grenadenorepvec. This investigational oncolytic immunotherapy aims to serve as a bladder-sparing therapeutic for patients with non-muscle invasive bladder cancer (NMIBC). The company's focus remains on pushing this intravesical therapy through Phase 3 trials to address high unmet needs in BCG-unresponsive and intermediate-risk NMIBC, where treatments like BCG frequently fall short. In the broader biotech landscape, CG Oncology stands out with cretostimogene's encouraging durability and tolerability, which could position it as a foundational therapy. From what I see, these solid fundamentals—bolstered by strong clinical data and regulatory steps—have directly supported the recent stock price gains amid positive trial developments.

From what I see, Home Depot (HD) remains the world's largest home improvement retailer, operating over 2,300 stores across North America with a broad selection of products for construction, renovation, and maintenance. The company blends big-box retail with an expanding e-commerce platform and tailored services for professional contractors, drawing revenue from both do-it-yourself (DIY) consumers and do-it-for-me (DIFM) pros. In a competitive landscape against players like Lowe's, HD maintains dominance through its scale, efficient supply chain, and strong loyalty programs. Much of its performance ties directly to the housing market—home sales, remodeling, and repairs—which explains the recent pressure on the stock from subdued activity and high mortgage rates limiting turnover and major projects.

GE Aerospace (GE) stock declined -12% over the past 30 days, falling from around $333 to $293, amid profit-taking after record highs near $348. Over the past quarter, the stock is down -8%, reflecting post-earnings selloff despite strong Q4 2025 results with 20% revenue growth.