Mar. 4 at 1:24 PM
US Pre-Market Movers – March 4, 2026
The tape is telling a story. Here's what's moving before the bell
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$CVX ⬇️ 1.2%
Energy volatility = two-way action. Oil pulling back from highs. Traders locking profits after February's rip. Still up 18% YTD. Bull case? Supply tight. Bear case? Demand fears. Pick your poison.
$LMT ⬆️ 2.3%
Defense never sleeps. Budget expectations baked in but Middle East premium expanding. Order backlog?
$165B. That's 3+ years of revenue. Congress isn't cutting defense in an election year. Simple math.
$RTX ⬆️ 1.8%
Same thesis. Different ticker. Middle East tensions + Europe rearming = multi-year tailwind. Collins Aerospace margins recovering. Pratt & Whitney issues priced in. Upside from here is clean.
$DAL ⬆️ 3.4%
Oil drops. Airlines rip. Q1 guide still light but summer travel bookings? Record pace. Corporate travel recovery finally showing. If oil stays soft, earnings revisions go higher. Simple hedge play.