Happy Tuesday! Stocks spiked and oil slid on a surprise geopolitical twist between the U.S and Iran. However, momentum may not be as clear-cut as it seems. Is this a true market shift or is the TACO pattern making a comeback? See what’s really behind the move.

Goldman Sachs is turning more bullish on oil and energy stocks. Read on to see the seven winners you won’t want to miss.

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In Today's Edition

• BENZINGA TRIVIA CHALLENGE

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

Is The TACO Trade Back?

Markets snapped immediately after President Trump signaled a sudden shift on Iran —sending oil plunging and stocks ripping higher.

But with mixed signals emerging and the move only temporary, traders are quietly asking: is this a real turning point…or the return of the TACO trade playbook?

Equity ETF ICAP Pays Steady Dividends In Low-Interest Rate World

With interest rates around the world remaining low and members of the Federal Reserve Board divided after its Jan. 27-28 meeting on whether to keep rates where they are now, or push them even lower, investors should be aware of how they are positioned if seeking income from their equity and bond investments.

Lower benchmark rates would reduce the yield advantage of government debt, potentially prompting investors to reassess the balance between risk-free securities and other income-generating assets.

Infrastructure Capital has launched an ETF structured to meet those goals. Infrastructure Capital Equity Income Fund ETF (NYSE: ICAP) offers investors an equity position that provides dividend income. The fund has nearly $100 million in assets under management with a management fee of 0.80%.

To learn more, click here.

Yesterday: U.S. indexes kicked the week off on a high note Monday, with the market soaring and looking to end four straight weeks of losses. The gains came after geopolitical tensions eased, boosting investor sentiment. The rally followed news of a five-day pause in U.S. military strikes on Iranian energy infrastructure, triggering a plunge in oil prices, and boosting stocks. At session highs, all three major indexes were up roughly 2.5% and came in just the nick of time as the Dow and Nasdaq were approaching correction territory, as both were down roughly 9.8% from recent peaks. Up next, Wall Street will continue to monitor global developments and their potential impact on inflation and the direction of interest rates.

On Our Radar: Analysts will be paying attention to the U.S. productivity report, as well as the S&P flash manufacturing and PMI services. On the earnings front, all eyes will be on Paychex (PAYX) which will report before the market opens tomorrow.

Consumer Discretionary (XLY) was Monday’s best-performing S&P 500 sector, surging as the prospect of sharply lower oil prices brightened the consumer spending outlook. Cruise ships and airlines soared with Norwegian (NCLH), Carnival (CCL), Delta (DAL) and United Airlines (UAL) leading the way higher. Meanwhile, Micron (MU), UnitedHealth (UNH), and Northrop Grumman (NOC) were among the day’s top laggards. But those weren’t the only companies making big moves. Here’s a look at some of the biggest winners and losers on Monday.

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.

Rare Signal: Gold continues to crash and in 50 years of trading, Peter Brandt says this technical pattern has only happened three other times. Read on to see what this means and if history will repeat itself.

Truce Rising: Prediction markets are suddenly betting heavily on a U.S.–Iran ceasefire. Could peace be closer than anyone expects—or is something unusual behind the sudden spike? Click to see what the numbers — and the secret wagers reveal.

$1 Trillion: Nvidia’s announcement of $1 trillion in AI chip orders gave investors pause. Read on to see why one top analyst thinks the market is massively underestimating NVDA’s 2027 potential.

ARK Moves: Cathie Wood and Ark Invest made significant trades involving Bullish and 10X Genomics. Read on to see which ones they’ve been buying and selling.

Stock Of The Day: Overbought and overhyped? This stock is flashing a rare signal that even cautious traders are taking seriously. Find out what the smart money is doing next.

Silver Volatility Is Creating New Trading Opportunities

Volatility across silver, energy, and equities is picking up as oil, inflation, and global tensions continue to shift the market. That’s creating sharper swings and tighter windows for opportunity. Matt Maley has spent 43 years trading environments like this and will walk through the strategy he uses to position around it.

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