Happy Monday! Berkshire Hathaway just made some of its most unexpected portfolio moves in years, giving investors their first real glimpse into how Greg Abel is steering the company after Warren Buffett. Check out the latest portfolio shakeup and to see where the company — and perhaps the broader market — is headed next.

Also, Benzinga's Stock Whisper Index is out with five new picks that investors are secretly monitoring but aren’t talking about yet. See this week’s top picks!

Plus, if you’re looking for a real estate investment opportunity backed by multifamily housing demand, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

Buffett Steps Aside: Abel's First Berkshire 13F Buys Delta Air Lines, Exits Visa And Mastercard

Berkshire Hathaway just delivered its first real glimpse into life after Warren Buffett and the moves inside the latest 13F filing are anything but business as usual.

Investors expecting Buffett-style patience may be surprised by what Greg Abel is already changing behind the scenes. From exiting blue-chip giants like Amazon and Visa, to a massive new airline bet, check out the latest portfolio shakeup to see where the company — and perhaps the broader market — is headed next.

Multi-Family Real Estate Investing Opportunities With Lightstone

With rents rising and the supply of multifamily units declining, investments in multifamily real estate are coming into focus. But the opportunities lie in markets where rent growth is positive, household formation is strong, supply is constrained and there’s less luxury competition. Such opportunities are what Lightstone DIRECT seeks to offer accredited investors through its private real estate platform.

For a limited time, Lightstone DIRECT is offering an investment opportunity straight out of this playbook: a Class B, 384 unit apartment complex in Grand Rapids, Michigan, targeting 7.4% net cash-on-cash returns to LP investors.

With a diverse national portfolio of more than 25,000 multifamily units and a 40-year operating history, Lightstone brings accredited individuals access to multifamily real estate investments supported by the company’s deep insights into macro fundamentals and real data. Plus, they aren’t alone. Lightstone co-invests a minimum of 20% in each Lightstone DIRECT asset, aligning its outcomes with investors. Click here to learn more about Lightstone DIRECT.

This is a paid ad. Please see 17b disclosure here for more information.

Last Week: U.S. indexes fell sharply Friday, with the Dow tumbling more than 500 points as a selloff in tech shares and a spike in Treasury yields weighed on investor sentiment. After leading much of the rally over the past month, semiconductor stocks led the decline Friday with Nvidia, AMD, Micron, and Intel all posting notable losses. In addition, traders grew disappointed by the lack of major policy breakthroughs following talks between President Donald Trump and Chinese President Xi Jinping. Treasury yields climbed, with the 30-year yield moving above 5.1%, as sticky inflation data and elevated oil prices fueled concerns that interest rates hikes could be coming by the end of the year. Meanwhile, oil prices surged 4% after President Trump warned he was running out of patience with Iran, raising fears of escalating geopolitical tensions.

On Our Radar: There are no major economic reports today so all eyes will turn to earnings where CAVA (CAVA), Keysight (KEYS) and Toll Brothers (TOL) all report tomorrow.

Shares of Dexcom (DXCM), Salesforce (CRM), and Microsoft (MSFT) were the bright spots in an otherwise very negative day on Wall Street. Meanwhile, Nvidia (NVDA), Micron (MU), Coinbase (COIN) and Ford (F) 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.

Chip Shift: A major policy reversal could reignite one of Wall Street’s hottest trades just as AI momentum was starting to cool. Read on to see which companies this top analyst says will be the big winners.

Bulls vs. Bears: Here’s a look at some of the most notable stocks (Nvidia, Cisco, Virgin Galactic, Cerebras, SanDisk, Micron, etc.) making headlines over past week. Catch up on all the top movers now.

‘Watt’ Now?: Tesla beat some expectations, missed others, and left Wall Street debating what actually matters anymore. The answer could determine where the stock heads next.

Bubble Byte: This top Wall Street strategist says semiconductor stocks are now trading at levels only seen twice before in modern financial history — and both ended badly. Read on to see why this warning is turning heads across Wall Street.

Sleeping Giant: This blue chip company is proving that boring stocks can still deliver big returns as it saw revenue soar past $100 billion for the first time in company history. Here’s what analysts have to say about its future outlook.

8 Little-Known Tickers To ‘Backdoor’ Into SpaceX (Pre-IPO)

SpaceX is set to be the largest IPO ever. But pre-IPO shares are locked behind a velvet rope reserved for hedge funds and Silicon Valley insiders. We uncovered 8 little-known tickers with major SpaceX exposure baked right in. Grab one and you're positioned for the potential ripple when Elon rings the bell.

BEFORE YOU GO

Were you forwarded this email? Click here to subscribe.

And be sure to check out our other newsletters:

Future Finance: Where fintech, crypto and the future of finance collide. Future Finance is a perfect lunch read packed with quick bites for industry enthusiasts. Subscribe here.

Advisor: Tailor-made for Financial Advisors, this weekly newsletter has industry-specific insights, analysis, and news. Subscribe here.

Tech Trends: Get the inside scoop on AI, the hottest gadgets and mind-blowing tech trends. Subscribe here.