Zacks Investment Ideas feature highlights Tesla, Lockheed Martin, Bank of America, Boeing and Super Micro Computer

Chicago, IL – March 25, 2025 – Today, Zacks Investment Ideas feature highlights Tesla TSLA, Lockheed Martin LMT, Bank of America (BAC), Boeing BA and Super Micro Computer SMCI.

Tariff fears have been the proverbial pebble in the shoe for U.S. equity markets since late February, leading to a rapid 10% correction in the S&P 500 Index. Though then-candidate Donald Trump made clear he would impose reciprocal tariffs during his campaign for the White House, executives and investors on Wall Street have complained that the tariffs have changed too rapidly and have been too unpredictable, making it difficult for companies to plan ahead.

However, U.S. markets soared early Monday as investors cheered less widespread tariffs than first feared. Though the price swings have been wide recently, Monday’s market showed unusual power, with the S&P 500 Index registering its most robust Monday morning opening gap since October 2022.

This morning, ZeroHedge (@zerohedge) reported that U.S equities have their highest market-wide short interest since COVID-19. Monday’s robust price action means that many of these shorts are offsides on their positions, potentially adding fuel to the bull’s fire. In case you missed it, I recently wrote about howBack-to-Back 90% Advancing Days Offer a Glimmer of Hope in a Corrective Market.

Tesla has been all over the news recently due to protests, vandalism, and shrinking sales. Nevertheless, shares rallied late last week after an “all-hands” meeting where Elon Musk Reiterated How Tesla’s Long-Term Vision Remain Intact Despite Challenges. In addition, late Sunday, news reports broke that the refreshed Model Y SUV, the best-selling car for two years running, is sold out of inventory in 29 states. Meanwhile, reports also suggest that Tesla service centers are struggling to keep up with surging demand.

In other news, defense giant Lockheed Martin was downgraded at Bank of America after the company lost a massive fighter jet contract to its biggest competitor, Boeing. The analyst said, “While it is our expectation that defense budgets will rise, we remain wary of Lockheed Martin’s recent quality of earnings, the loss of all 6^th Gen manned tactical aircraft programs and lack of company-specific catalysts in the near-term.” Meanwhile, Super Micro Computer largely shook off a downgrade – a bullish sign.