--- title: Friday Fast Five - 3/6/2026 description: We aim to help investors separate the news from the noise by providing our perspective. Every Friday the Hodges Capital research analysts list the five most interesting things they discovered that week. Subscribe to receive the Hodges Friday Fast Five in your inbox every Friday. image: https://blog.hodgescapital.com/hubfs/Hodges-FridayFastFive.jpg --- [![Hodges-Logo-1](https://blog.hodgescapital.com/hs-fs/hubfs/Hodges-Logo-1.png?width=215&height=98&name=Hodges-Logo-1.png "Hodges-Logo-1")](https://www.hodgescapital.com/) [![Connect With Us](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/9402040/5025aacb-6e9a-4ab0-8651-1dfa57e962c6.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/9402040/5025aacb-6e9a-4ab0-8651-1dfa57e962c6) ** ** [![](https://blog.hodgescapital.com/hs-fs/hubfs/Hodges-Logo-1.png?width=521&height=237&name=Hodges-Logo-1.png)](https://blog.hodgescapital.com/) [![Connect With Us](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/9402040/5025aacb-6e9a-4ab0-8651-1dfa57e962c6.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/9402040/5025aacb-6e9a-4ab0-8651-1dfa57e962c6) ** ** **Menu** ** ** ![Outside 1-1-2](https://blog.hodgescapital.com/hs-fs/hubfs/Outside%201-1-2.jpeg?width=4106&name=Outside%201-1-2.jpeg "Outside 1-1-2") # Hodges Friday Fast Five *"In the investment business, you go to school every day, but never graduate." - Don Hodges*   # Friday Fast Five - 3/6/2026 by [Hodges Investment Team](https://blog.hodgescapital.com/capital-fast-five/author/hodges-investment-team), on March 6, 2026 Five interesting things that Hodges Capital research analysts discovered this week... **#1 ****MEMORY PRICE SURGE: **Memory prices continue to hit record levels as the gap between supply and demand widens due to persistent demand for HBM (high-bandwidth memory) used in AI data centers. For many types of DRAM and NAND memory, prices have more than doubled over the past several months as limited capacity has quickly shifted away from memory used in PCs and phones to the more complex memory required for data centers. While additional spending is underway to add capacity among major suppliers such as Samsung and Micron, supply is expected to remain tight throughout 2026. **#2 ****RED METAL RALLY: **After a 41% gain in 2025, copper prices have surged more than 5% this year to over $6.00 per pound. The price increase appears to be driven by growing global demand for grid infrastructure, data centers, and electric vehicles. According to UBS, global copper demand is expected to rise 2.8% in 2026, which could result in a market production deficit of 520,000 tonnes this year. **#3 ****PEANUT ALLERGIES: **According to a newly published report, FDA Commissioner Dr. Marty Makary addressed the national rise in food allergies and emphasized that the dramatic increase in peanut and other food allergies over the past 25 years is genuine and burdens families, schools, and society. The report suggests that modern research shows babies require early exposure to allergenic foods to build tolerance. Furthermore, the report concludes that early introduction of peanuts, rather than delaying exposure, may help prevent allergies. **#4 ****2025 TAX REFUNDS: **Six weeks into tax refund season, recent government data show a 10% increase in the size of federal tax refunds compared with last year. Cumulative tax refunds are averaging around $3,167 per taxpayer, and about 63% of filers are receiving money back. **#5 ****MIDDLE EAST DISRUPTION = INLAND BARGE TAILWIND: **Recent Middle East disruptions surrounding military actions in Iran have created significant challenges for moving oil and other commodities. According to Stephens, roughly one-third of the world’s fertilizer moves through the Strait of Hormuz, which could drive near-term demand for U.S.-produced fertilizer and other chemicals. This, in turn, is likely to create a tailwind for U.S. inland barges and barge operators as utilization tightens and pricing power follows.    *HCM is an Investment Advisory Firm registered with the Securities and Exchange Commission (“SEC”), is a wholly owned subsidiary of Hodges Capital Holdings and serves as investment advisor to the Hodges Funds. HCM is affiliated with First Dallas Securities, Inc, a broker-dealer, and investment advisor registered with the SEC.* *This discussion is not intended to be a forecast of future events and should not be considered a recommendation to buy or sell any security. Past performance is not indicative of future results. Investing involves risk. Principal loss is possible. Investing in smaller companies involves additional risks such as limited liquidity and greater volatility. No current or prospective client should assume that information referenced in this communication is a recommendation to buy or sell any security or is a substitute for personalized investment advice from your individual advisor. HCM does not provide tax or legal advice. Consult your tax or legal advisor for any related questions.* *All information referenced herein is from sources believed to be reliable and is provided as general market commentary and does not constitute investment advice. This material was created for informational purposes only and the opinions expressed are solely those of HCM. HCM shall not in any way be liable for claims and makes no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information. The data and information are provided as of the date referenced and are subject to change without notice.* ### Hodges Friday Fast Five We aim to help investors separate the news from the noise by providing our perspective. Every Friday the Hodges Capital research analysts list the five most interesting things they discovered that week. Subscribe to receive the Hodges Friday Fast Five in your inbox every Friday.  - [Recent](https://blog.hodgescapital.com/capital-fast-five/friday-fast-five-3/6/2026#recent) - [Topics](https://blog.hodgescapital.com/capital-fast-five/friday-fast-five-3/6/2026#topics) - [Archive](https://blog.hodgescapital.com/capital-fast-five/friday-fast-five-3/6/2026#archive) - [June 2023 (11)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/06) - [July 2023 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/07) - [September 2023 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/09) - [August 2024 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/08) - [August 2025 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/08) - [October 2025 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/10) - [January 2026 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/01) - [December 2021 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2021/12) - [August 2023 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/08) - [October 2023 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/10) - [December 2023 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/12) - [January 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/01) - [February 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/02) - [March 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/03) - [April 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/04) - [May 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/05) - [June 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/06) - [September 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/09) - [October 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/10) - [November 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/11) - [March 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/03) - [April 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/04) - [May 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/05) - [June 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/06) - [September 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/09) - [November 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/11) - [December 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/12) - [February 2026 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/02) - [March 2026 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/03) - [May 2026 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/05) - [March 2023 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/03) - [November 2023 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/11) - [July 2024 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/07) - [December 2024 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/12) - [January 2025 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/01) - [February 2025 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/02) - [July 2025 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/07) - [April 2026 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/04) - [June 2026 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/06) - [February 2023 (2)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/02) - [April 2023 (2)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/04) - [April 2021 (1)](https://blog.hodgescapital.com/capital-fast-five/archive/2021/04) - [June 2021 (1)](https://blog.hodgescapital.com/capital-fast-five/archive/2021/06) - [November 2021 (1)](https://blog.hodgescapital.com/capital-fast-five/archive/2021/11) [More...](https://blog.hodgescapital.com/capital-fast-five/friday-fast-five-3/6/2026#) ### Subscribe to the Hodges Friday Fast Five Hodges Capital Management, Inc.  2905 Maple Avenue Dallas, TX 75201   Toll Free: [(888) 878 4426](tel:+18888784426) Local: [(214) 954-1177](tel:2149541177)   [Regulatory Disclosures](https://www.hodgescapital.com/advisory-disclosures)   ## Contact Hodges Capital Copyright © 2023 | Hodges Capital Management | All Rights Reserved. Web Site Development by: [Goodwood Consulting](https://www.goodwood-consulting.com/) [Terms & Conditions](https://blog.hodgescapital.com/hubfs/Footer%20Links/HCM_Terms%20and%20Conditions_website_%202023_FINAL.docx) | [Privacy Policy](https://blog.hodgescapital.com/hubfs/Footer%20Links/Privacy_Policy.docx) | [Cookies Policy](https://blog.hodgescapital.com/hubfs/Footer%20Links/Cookies_Policy.docx) | [SMS Privacy Policy](https://www.hodgescapital.com/sms-privacy-policy) | [SMS Terms of Use](https://www.hodgescapital.com/sms-terms-of-use) ## Hodges Mutual Funds You are now leaving the Hodges Capital website and entering the Hodges Funds website. Do you wish to continue? [Yes](https://hodgesfunds.com/) ## Hodges Private Client You are now leaving the Hodges Capital website and entering the Hodges Funds website. Do you wish to continue? [Yes](https://www.hodgescapital.com/hpc) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Hodges Investment Team", "url" : "https://blog.hodgescapital.com/capital-fast-five/author/hodges-investment-team" }, "dateModified" : "2026-03-06T13:00:00.721Z", "datePublished" : "2026-03-06T13:00:00.000Z", "headline" : "Friday Fast Five - 3/6/2026", "image" : [ "https://blog.hodgescapital.com/hubfs/Hodges-FridayFastFive.jpg" ], "mainEntityOfPage" : { "@id" : "https://blog.hodgescapital.com/capital-fast-five/friday-fast-five-3/6/2026", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.hodgescapital.com/hubfs/Hodges-Capital-Color-1.png" }, "name" : "Hodges Private Client" } } ```