Happy Monday! Two of the market’s most influential hedge funds are betting on the same winners. Find out which four stocks are drawing their attention and what it could mean for your portfolio.

And Cathie Wood-led Ark Invest made some significant trades in major tech, including Nvidia, AMD, Google, Meta and more. Discover which stocks she’s been buying and selling.

Plus, if you’re looking for a way to stay bullish on gold while generating weekly income, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

Hedge Fund Titans Are Loading Up On These 4 Stocks

Two of the top hedge funds are turning heads on Wall Street with similar holdings that are impossible to ignore.

As fresh portfolio disclosures from Bill Ackman and Brad Gerstner roll in, a select group of overlapping holdings is raising a compelling question about where elite capital is flowing next.

Read on to see what it signals about the road ahead.

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Last Week: U.S. indexes finished sharply lower Friday, with the S&P 500 falling to a seven-month low and marking its fifth consecutive weekly decline, as escalating tensions from the Iran conflict weighed on investor sentiment. The Dow entered correction territory, joining the Nasdaq, as hopes for a swift resolution to the conflict continued to fade. Despite broad market weakness, energy remained the top-performing sector, supported by surging oil prices, with Brent crude nearing $115 per barrel and on track for a record monthly gain. Treasury yields extended their rise, with the 10-year yield nearing 4.44%, as inflation concerns — driven by higher energy prices — has prompted markets to push back expectations for rate cuts to 2027, a slower pace than the Fed’s latest projections.

On Our Radar: Analysts will be paying attention to remarks from Jerome Powell and John Williams for fresh insight into the Fed’s policy path and economic outlook. On the earnings front, all eyes will be on Nike (NKE) which will report after the market close tomorrow.

Despite another market selloff, Exxon Mobil (XOM), Halliburton (HAL), and Entergy (ETR) managed to be a bright spot in the market. Meanwhile, Datadog (DDOG), Moderna (MRNA), and Coinbase (COIN) 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.

Bulls vs. Bears: Here’s a look at some of the most notable stocks (ARM, Destiny, Salesforce, AMC, Blink, Super Micro, etc.) making headlines over past week.

Memory Shock: Micron’s unstoppable rally just hit a sudden wall thanks to Google’s new breakthrough. Read on to see if is this the end of the memory boom, or a hidden buying opportunity.

Crypto Crossroads: Will Bitcoin hit $80K or $60K next? Analysts say one path is far more likely, but a hidden catalyst could surprise even seasoned traders.

Credit Crunch: $140 billion in AI-driven debt has Wall Street on edge, and JPMorgan just made a move that hints at bigger risks ahead.

Stock Of The Day: AT&T is flirting with a key price level — will it soar or stumble? Here’s what happened last time and what Wall Street is watching.

SpaceX Is Worth $1.5 Trillion. Here's The Backdoor In

Everyone's watching SpaceX. Smart money is already positioned in what follows: the data networks, spectrum licenses, and agile defense contractors moving in behind it.

The Pentagon is quietly shifting billions away from legacy giants to smaller space firms — and the companies winning those contracts are getting a new seal of approval overnight. We mapped out exactly where capital could move next inside the Investor's Cheat Sheet.

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