Happy Tuesday! When it comes to AI, Dan Ives and Nancy Pelosi have quietly aligned on a select group of stocks, giving investors and traders a major signal. Read on to see the eight same stocks and why they might deserve a spot in your portfolio.

Also, Wall Street veteran Ed Yardeni just boosted his bullish outlook, hinting the S&P 500 could continue to surge to new highs in the coming years. What’s driving his optimism and what could trip it up? Here’s everything you need to know.

Plus, if you’re looking for an innovator working on a new promising schizophrenia treatment, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• MARKET HISTORY

Nancy Pelosi And Dan Ives Pile Into The Same 8 AI Stocks — What Do They See Coming?

Two of the market’s most closely watched figures — analyst Dan Ives and Congresswoman Nancy Pelosi — have quietly aligned on a select group of AI stocks.

And when one of the most well-known financial figures and the most followed member of Congress are backing the same eight stocks, it’s a major signal.

Click to see the eight AI plays they have in common, and why they might deserve a spot in your portfolio.

Reviva Pharmaceuticals’ Schizophrenia Drug Gets Closer To Approval

Schizophrenia affects over 24 million people globally, but when it comes to treatments, they fall short. Either they focus on the symptoms rather than the cause or create too many adverse side effects which can lead to people stopping taking them.

That may change thanks to Reviva Pharmaceuticals Inc. (RVPH) and Brilaroxazine, its once-daily, serotonin-dopamine signaling modulator for treating schizophrenia. What makes it promising is that trials have shown it to improve broad-spectrum efficacy and treatment adherence with reduced side effects in both acute and stable schizophrenia patients.

The company has planned meetings with the FDA to discuss the path forward to approve the drug in Q4, and a New Drug Application submission targeted for Q2 2026. To learn more about Reviva, click here.

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

Yesterday: U.S. indexes closed lower Monday, with the major benchmarks pulling back after strong winning streaks — most notably the S&P 500, which had risen nine of the previous ten sessions. Equities were pressured by climbing 10-year Treasury yields, though the tech sector stood out as the lone gainer, supported by strength in semiconductor stocks. Attention now shifts to Wednesday’s Federal Reserve meeting, where markets widely expect (90%) a quarter-point rate cut, bringing the fed funds target range to 3.5%–3.75%. Lastly, Nvidia rallied after the market close on news that President Donald Trump approved H200 chip sales to China, which grants the U.S. government a substantial share of the proceeds.

On Our Radar: Analysts will be watching today’s job openings report, as well as the employment cost index which comes out tomorrow morning. On the earnings front, all eyes will be on Oracle (ORCL), and Adobe (ADBE), which will report results after the market close tomorrow.

Shares of Paramount (PSKY) popped 6% on expectations that it holds the stronger hand in the bidding war with Netflix (NFLX) which fell 5%. Meanwhile, Warner Bros (WBD) continued to climb higher as traders position for a higher eventual takeover price. But those weren’t the only companies making big moves. Here’s a look at some of the biggest winners and losers on Monday.

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.

Big Bets: Ark Invest, led by Cathie Wood, continues to dump Tesla, while continuing to double down on this company. Read on to see which stocks she’s been buying and selling.

Beast Mode: MrBeast, the YouTube sensation behind Beast Industries, could soon take his $5 billion empire public, giving fans a chance to invest too. Click to see why this creator-led IPO could redefine investing in the influencer economy.

Earnings Shift: GameStop’s Q3 earnings may lean on collectibles and Bitcoin instead of traditional video game sales, signaling a bold shift in strategy. See if the retailer’s new focus will keep profits rolling in.

Payday: Carvana’s entry into the S&P 500 sparked a massive jump as the stock hit a new all-time high and is now up 800% in the past two years. Discover how this dramatic comeback trade could signal the next big move in the market.

Bidding War: Paramount just blindsided Netflix with a massive all-cash bid for Warner Bros., promising shareholders more value, fewer delays, and a better future. Read on to see why this bidding war could trigger the biggest shakeup in the streaming industry.

Join Benzinga’s Free Advisor Newsletter

Join more than 10,000 advisors who start their week with Benzinga Advisor — a free Sunday newsletter built to make you the smartest and most proactive advisor in the room.

Get the most important client talking points, timely reminders, and market context delivered straight to your inbox every Sunday.

Stay prepared, informed, and one step ahead of the curve.

On This Day In 1999…

VA Linux Systems made a historic debut on the Nasdaq, pricing its shares at $30. The stock opened to a huge demand, surging nearly 700% to close around $240 on its first day of trading — making it one of the largest IPO gains in U.S. history. The spectacular rise turned VA Linux into a near-billion-dollar company overnight, capturing the exuberance of the dot-com boom and highlighting the extraordinary volatility of tech IPOs. However, the euphoria was short-lived, and within a year, the stock had plunged dramatically, serving as a cautionary tale of hype-driven market speculation.

QUOTE OF THE DAY

“Pain + Reflection = Progress“

— Ray Dalio

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.