S&P 500 Movers: Trade Desk Surges on CEO Buy, Palantir Rides Geopolitical Wave, CrowdStrike Earnings Impress

• The S&P 500 dropped astir 2% past week, but immoderate stocks were large winners. The Trade Desk (TTD) jumped 22.9% pursuing CEO Jeff Green’s monolithic $148 cardinal banal buy. That made the Trade Desk the fig 1 performer successful the full S&P 500 scale past week. Palantir (PLTR) and CrowdStrike (CRWD) besides saw large jumps past week.

• CrowdStrike’s archetypal GAAP nett and Palantir’s defense-tech positioning amid Middle East strikes drove the 2 stocks higher contempt a wide marketplace sell-off.

• The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

The S&P 500 (SPY) fell astir 2% connected the week, portion the Nasdaq 100 dropped astir 1.2% and the Russell 2000 small-cap scale tumbled implicit 4%.

The VIX fearfulness gauge climbed to 29.49, and is present up 70% successful the past month, reflecting genuine capitalist unease.

Geopolitical hostility successful the Middle East, tariff uncertainty, and a choppy macro backdrop kept wide indexes nether pressure. Yet a fistful of S&P 500 names surged treble digits, driven by net catalysts, insider conviction, and defense-sector tailwinds.

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

Let's dive into wherefore The Trade Desk, CrowdStrike, and Palantir saw specified beardown gains successful the past 5 days.

CrowdStrike reported Q4 FY2026 net connected March 3, and the header that mattered astir wasn't gross maturation -- it was the bottommost line: CrowdStrike recorded its first-ever affirmative GAAP nett income of $38.69 million, flipping from a $86.29 cardinal nonaccomplishment successful the aforesaid 4th a twelvemonth ago.

Revenue grew 23% year-over-year to $1.305 billion, edging past estimates. Ending ARR deed $5.25 billion, up 24%, portion nett caller ARR of $330.7 cardinal surged 47% year-over-year, a record. Free currency travel borderline came successful astatine 29%.

CEO George Kurtz acceptable the code connected the call:

"FY26 volition spell down successful our past books arsenic CrowdStrike's champion twelvemonth yet. As enterprises rapidly follow AI, CrowdStrike is mission-critical infrastructure — securing AI crossed each furniture from GPU to cause to prompt."

— George Kurtz, CEO, CrowdStrike

Morningstar raised its just worth estimation from $410 to $460, portion Barclays maintained a Buy with a $550 terms target. The banal jumped implicit 4% the time aft net and finished the week up 15.3% connected the week. A geopolitical tailwind helped too: 149 hacktivist DDoS attacks deed 110 organizations crossed 16 countries pursuing Middle East struggle escalation, putting cybersecurity names successful focus.