MPC Morning Call 6th March 2026 – Chip stocks and Oil drive market lower

MPC Markets Morning Call, the host notes only modest overnight market weakness despite escalating oil prices and Strait of Hormuz disruptions, praising US indices for their resilience and the software sector for its consistent outperformance; he highlights positive earnings beats from Broadcom and Berkshire Hathaway, spotty retail results, and the death of the “Sasspocalypse” narrative, while promoting an updated interactive 5-pillar AI/software framework, a new enhanced-growth investment in three pairs of software stocks, the Mosaic platform, and tonight’s Bulls vs Bears wrap-up.7 Key TakeawaysUS indices posted only minor weekly losses (S&P 500 down 1 %, Nasdaq down 0.06 %) and recovered overnight despite broader negativity.The software sector remained bright green and resilient no matter what the rest of the market was doing.Broadcom jumped 5 % on strong earnings while Nvidia was flat as semiconductor export restrictions are already priced in.Berkshire Hathaway rose 2.6 % after its new CEO pledged to invest every dollar of his expendable income into the fund.Crude oil surged 24 % this week (80 % over 12 months) on Strait of Hormuz disruptions, creating buying opportunities in lithium and uranium.The “Sasspocalypse” narrative is officially dead after seven straight sessions of Nasdaq outperformance totalling 12.3 %.MPC Markets is offering an enhanced-growth investment in three pairs of software stocks across healthcare, ERP, and cybersecurity, with a dedicated webinar next week on the interactive 5-pillar framework.