Happy Thursday! Bill Ackman’s latest move is raising eyebrows on Wall Street with his tech-heavy portfolio. Click to see his new positions and what’s driving his conviction.

Also, market veteran Gene Munster says AI is still in the “second inning” and Wall Street may be missing the real opportunity. See why the next breakthrough could arrive sooner than you think.

Plus, if you’re looking for a cutting-edge VR investment that combines gaming and fitness, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• MARKET HISTORY

Bill Ackman Calls Meta 'One Of The World's Greatest Businesses,' Adds Stock Alongside Amazon, Alphabet

Bill Ackman is once again making waves in the market — and this time, he’s placing a significant new bet on a tech titan he calls “one of the world’s greatest businesses.”

With Pershing Square quietly adding Meta to a portfolio already anchored by Amazon and Alphabet, Ackman is signaling strong conviction in the long-term AI opportunity and the staying power of digital advertising dominance.

What is driving his conviction? Read on for all the details.

Virtuix Launches “Peloton For Gamers” In Europe

Virtuix Inc. (NASDAQ: VTIX), the tech company bringing physical movement to AI worlds, is expanding internationally, announcing the launch of Omni One, its in-home VR gaming system, in Europe.

Omni One is a 360-degree treadmill that lets you physically move around virtual worlds and burn some serious calories while you do it. One customer reported losing more than 40 pounds in four months while playing on Omni One.

The gaming system drove 138% year-over-year revenue growth for the six months ended September 30, 2025. The international expansion is part of Virtuix’s growth strategy following its IPO, combining high-volume consumer sales with high-margin contracts in the defense and enterprise markets. To learn more, click here.

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Yesterday: U.S. indexes ended lower after giving up earlier gains sparked by a stronger-than-expected January jobs report. Nonfarm payrolls rose by 130,000, well above expectations for 50,000, while the unemployment rate dropped from 4.4% to 4.3%. However, annual revisions showed nearly a million fewer jobs than previously reported, leaving year-over-year growth essentially flat and tempering enthusiasm about the labor market’s strength. The data complicates the Federal Reserve’s rate outlook, as resilient employment could reduce the likelihood of near-term rate cuts if inflation remains elevated. With regards to earnings Robinhood and Shopify plunged after reporting earnings, adding continued pressure on software and financial sectors.

On Our Radar: Analysts will be paying attention to initial jobless claims for clues on the labor market, as well as existing home sales report for a read on the housing market. On the earnings front, all eyes will be on Airbnb (ABNB), and Applied Materials (AMAT) which will report after the market close today.

After three straight rebound sessions, the software selloff resumed with shares of Palantir (PLTR), Salesforce (CRM), and Intuit (INTU) all tumbling with Zillow (Z) crashing to a new 52-week low. Meanwhile, memory stocks such as Micron (MU) and Sandisk (SNDK) were among the day’s top gainers. But those weren’t the only companies making big moves. Here’s a look at some of the biggest winners and losers on Wednesday.

See 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.

Big Moves: Led by Cathie Wood, Ark Invest made significant trades involving Robinhood, Figma, Airbnb, Shopify, and Pinterest. Read on to see which ones she’s been buying and selling.

Burry vs. Norway: Michael Burry sees a crash for Palantir, while one of the world’s largest wealth funds is going all in. Who is right and who is wrong? Click to see why one sees danger and the other sees opportunity.

Stock Of The Day: Shares of Amazon are hovering around a key level, and history suggests it might not stay there for very long. Could this be the perfect setup for a rebound, or will resistance prevail with another move lower?

Copper Fortress: The U.S. is hoarding copper like never before with a 590,000-ton stockpile. See why this fortress could soon turn into opportunity and what traders are positioning for.

Cash, Cameras, Chaos: The streaming showdown continues to heat up between Netflix and Paramount. Who will take the crown?

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On This Day In 2021…

Bumble, a dating-app operator, made its IPO debut at $43, before quickly surging to close the day up more than 60%. This gave the company a post-IPO market capitalization of nearly $8 billion. Since that high-profile debut, Bumble’s valuation has declined significantly — losing roughly 93% — with a current market cap of $500 million.

QUOTE OF THE DAY

“In markets, the only certainty is uncertainty.“

— Jim Simons

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