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Bill Ackman, Dan Ives Pile Into The Same 4 stocks

Plus, Pelosi misses big, Meta dumped, SpaceX hype, top stories, stock of the day, and more

Happy Monday! Bill Ackman and Dan Ives are catching Wall Street’s attention after the hedge fund manager and Wall Street analyst share these four stocks in common. Click to see the top picks.

And Nancy Pelosi is human after all. As one of Wall Street’s closely watched investors, her latest filing shows that even elite investors miss out on monster winners sometimes. The story behind one semiconductor stock's historic run offers a valuable lesson for investors.

Plus, if you’re looking for new opportunities tied to AI, crypto, and today’s biggest market trends, check out today’s sponsor.

BENZINGA TRIVIA CHALLENGE

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The Winners

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TOP STORY

Two of Wall Street’s most closely watched individuals — Bill Ackman and Dan Ives — have quietly aligned on the same four stocks, sending a notable signal to the market.

The overlap comes at a pivotal moment in the market. Read on to see which four stocks they have in common, and why they might deserve a spot in your portfolio.

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MARKET RECAP

Averages & Assets
AssetClose 06/05/26Price Change
SPX
$7,383.74
-2.64%
NASDAQ
$25,709.43
-4.18%
DJI
$50,866.78
-1.35%
10-Year
4.53%
+0.06 bps
COO - Notable Gainer
$67.34
+8.58%
MU - Notable Loser
$864.01
-13.25%
BTC
$60,922.00
-4.50%
ETH
$1,580.62
-10.66%
XRP
$1.09
-6.84%

Last Week: U.S. indexes fell sharply Friday, led by a steep sell-off in AI and chip stocks which pushed the Nasdaq down 4% for its worst daily decline since April 2025. Investor sentiment weakened as the AI trade — powered by chipmakers — came under pressure following a disappointing outlook from Broadcom which sparked fear and dragged the sector down. It was the largest one-day decline since March 2020, and yet, despite the tumble, the index is still up 80% year-to-date. Markets also reacted to a stronger-than-expected May jobs report, which showed payroll growth of 172,000 versus forecasts of 80,000, prompting concerns that the Fed may keep interest rates elevated for longer — with talk of possibly even raising rates. Treasury yields moved higher following the news, and risk assets broadly retreated, with bitcoin falling below $60,000 for the first time since 2024.

On Our Radar: There are no major economic reports today, so all eyes will turn to the earnings calendar with Vail Resorts (MTN) set to report after the market close.

MARKET HEATMAP

Shares of Chipotle (CMG), FedEx (FDXF), and Procter & Gamble (PG) were some of the notable winners on the day in what was an otherwise dreadful day on Wall Street. On the other side of the trade, shares of Micron (MU), Super Micro (SMCI), AST SpaceMobile (ASTS), and Enphase (ENPH) all tumbled by double digits, and were among the top laggards on the day. But those weren’t the only big movers. Here’s a look at some of the biggest winners and losers on Friday. 

Discover how the market is moving with our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.

FIVE ZINGERS

Bulls vs. Bears: Here’s a look at some of the most notable stocks (AMD, SanDisk, Dell, Broadcom, Salesforce, CrowdStrike, etc.) making headlines over past week. Catch up on all the top movers now.

Meta Warning: A well-known Wall Street strategist just dumped half of their stake in Meta, calling the company's massive AI spending plans "tone-deaf" and spending like “drunken sailors.” Are they right, or is a buying opportunity around the corner?

AI King: Investors keep searching for the next Nvidia, but one major Wall Street firm says they're looking in the wrong place. A bold prediction, massive upside target (70%), and a little-known growth driver could explain why Nvidia's best days are still ahead.

SpaceX Effect: The excitement and hype surrounding SpaceX continues to grow and Wall Street's fascination with Elon Musk may be creating an unexpected problem for stocks like Nvidia, Apple, Microsoft, Amazon, etc.

Stock Of The Day: BlackBerry has surged more than 200% in a matter of weeks, and veteran traders are growing cautious. Read on to see what levels traders are watching and where shares are likely headed next.

SPECIAL OFFER

On Thursday, Elon rings the bell on what's set to be the biggest IPO in history. Pre-IPO shares went to hedge funds and Silicon Valley insiders. But we found 8 little-known tickers with major SpaceX exposure — giving everyday investors a seat at the table before Main Street piles in.

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