Zacks Investment Ideas feature highlights Micron, NVIDIA, Lumentum, Coherent, Marvell and Nebius

For Immediate ReleaseChicago, IL – April 1, 2026 – Today, Zacks Investment Ideas feature highlights Micron MU, NVIDIA NVDA, Lumentum LITE, Coherent COHR, Marvell Technology MRVL and Nebius Group NBIS.Is the War Over? If So, Bears Are TrappedOne of the most difficult parts of navigating the stock market for investors is the inherent unpredictability. On February 28th, the United States attacked Iran and began Operation “Epic Fury.” Since then, the S&P 500 Index has dropped nearly 8% while crude oil has soared more than 50%. However, on Tuesday, stocks soared after Iranian President Pezeshkian said that Iran is prepared to end the war if it receives security guarantees.Was a Market Correction Inevitable?Each year, I write a piece that includes my market predictions. This year, my first prediction was that “The S&P 500 Index will suffer a correction of 10% or more during 2026.” Did I know a war with Iran was coming? Absolutely not. Nevertheless, I am always fascinated by how well markets follow historical seasonality patterns.After an above-average return of 16.4% in 2025, some profit-taking in early 2026 is not a surprise. Furthermore, historically speaking, performance during the first half of mid-term election years (like 2026) is atrocious. Remember, on average, the S&P 500 Index experiences a 14% peak-to-trough correction roughly once per year.Bears Caught OffsidesThe stock market paints a portrait of human psychology and group think. Recently, investors have become increasingly bearish. For instance, the ETF put/call ratio’s 21-day moving average surpassed the peak of the 2025 Tariff Tantrum, signaling a rush for protection.Meanwhile, the AAII Sentiment Index has registered more bears than bulls for six consecutive weeks. Considering the stock market rises in the long-term, such bearish sentiment extremes are very rare.AI Fundamentals Remain StrongWhile tech stocks have gotten killed recently, the underlying fundamentals remain robust. For instance, Micron beat Zacks Consensus Estimates by 38.64% last quarter and an average of 21.74% over the past four quarters.Additionally, NVIDIA, the AI leader, sees opportunity amid the volatility. Over the past few weeks, the company has invested in Lumentum, Coherent, Marvell Technology and Nebius Group.Bottom LineWhile the headlines remain dominated by conflict and oil fears, the underlying data reveal a market that was due for a breather. As sentiment hits rare bearish extremes and AI leaders continue to generate strong fundamentals, the current volatility may be providing the very “reset” needed for the next durable leg higher.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Micron Technology, Inc. (MU): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Marvell Technology, Inc. (MRVL): Free Stock Analysis Report Coherent Corp. (COHR): Free Stock Analysis Report Lumentum Holdings Inc. (LITE): Free Stock Analysis Report Nebius Group N.V. (NBIS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks