Happy Thursday! U.S. natural gas prices are soaring like never before, driven by an Arctic blast set to bring record-breaking temperatures. Don’t leave your portfolio out in the cold, see which energy plays are already soaring amid this historic storm.

Also, JPMorgan CEO Jamie Dimon is sounding the alarm on a policy that could shake more than just the banks. Discover why his latest warning has Wall Street’s full attention and what it could mean for you.

Plus, if you’re looking for exposure to the companies laying the intellectual property foundations of AI, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• MARKET HISTORY

Natural Gas Prices Notch Best 2-Day Surge On Record Ahead Of Coldest Weather In A Nearly Century

U.S. natural gas prices have surged like never before, driven by forecasts of an Arctic blast that could bring the coldest U.S. temperatures in nearly a century.

Supply risks and record storage withdrawals are rattling energy markets. Related stocks are already reacting, hinting at bigger moves to come.

Don’t get left out in the cold, read the full analysis to what sectors and companies could soar and that can help warm up your portfolio.

Xtrackers’ XAIX ETF Aligns Portfolios With Targeted Exposure To Proven AI Leaders And Innovators

Artificial intelligence is reshaping productivity, margins and competitive advantage across the global economy – but much of the value creation remains concentrated among a relatively small group of companies with the scale and infrastructure to execute.

The Xtrackers Artificial Intelligence and Big Data ETF (XAIX) is designed to provide structured exposure to the companies laying the intellectual property and technological foundations that will shape how AI is built, scaled and commercialized over the long term. By targeting firms with the highest patent activity, XAIX effectively utilizes a forward-looking index methodology aimed at capturing the AI megatrend more precisely – offering an alternative to both broad index exposure and overly narrow stock selection.

For investors seeking focused exposure to the economics of artificial intelligence, click here.

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Yesterday: U.S. indexes rebounded sharply after President Donald Trump said he would not move forward with new tariffs on Europe and announced a framework deal related to Greenland, easing geopolitical and trade concerns. The S&P 500, Dow and Nasdaq all rose more than 1%, recovering half of Tuesday’s steep sell-off which was the largest since October. Small-cap stocks outperformed, with the Russell 2000 jumping 2% to another record high. Safe-haven assets pulled back as risk appetite improved, though gold still posted a 1.3% gain on the day. Bitcoin also rebounded, rising 1% after sliding more than 8% over the prior two sessions.

On Our Radar: Analysts will be paying attention to personal income and spending figures as well as PCE and core PCE inflation data to gauge consumer strength and inflation pressures. On the earnings front, all eyes will be on Intel (INTC), and Intuitive Surgical (ISRG) which will report after the market closes today.

Shares of Lucid (LCID), Moderna (MRNA), Intel (INTC) and Western Digital (WDC) were flying high, while AST Spacemobile (ASTS), Reddit (RDDT) and Astera Labs (ALAB) were some of the biggest laggards. 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.

Capitol Gains: Congress members didn’t just pass bills, they passed the S&P 500 easily, with some racking up gains of more than 70% last year. Dive in to see the Top 10 Congress traders and what they are investing in right now.

‘Duo’ for a rebound?: With shares down nearly 75%, investors are punishing Duolingo like it’s going out of business — but the market once thought the same about Google. See why Duolingo could be the next big rebound.

Ark Shuffle: Ark Invest, led by Cathie Wood, recently made some big moves in Netflix, Pinterest and Tempus AI just to name a few. Read on to see which stocks she’s been buying and selling.

Meme Alert: GameStop is back in the spotlight as CEO Ryan Cohen buys millions of shares, sparking a meme-stock revival. Are we witnessing another Reddit-fueled rally? Click to find out.

Stock Of The Day: Shares of SanDisk have already doubled this year, building on last year’s strong gains. Will the rally run out of steam soon, or keep chugging along? Click here to find out.

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On This Day In 1993…

SPY became the first successful exchange-traded fund in the United States. SPY offered intraday liquidity, transparency, and low-cost exposure to large-cap U.S. equities — features that were revolutionary at the time. Over the past three decades, it has grown into one of the most actively traded securities in the world and a cornerstone of both institutional and retail portfolios. Today, SPY manages more than $700 billion in AUM, and is a barometer for the U.S. stock market. Its success paved the way for the ETF industry which has thousands of products globally.

QUOTE OF THE DAY

“The best investment opportunities are often ignored by the crowd“

— Peter Thiel

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