Happy Thursday! Wall Street’s AI darlings might not be as untouchable as they seem. Michael Burry is sounding the alarm on a surprising twist in the AI battle, and it could upend the market in ways most investors aren’t ready for. Read on for all the details.

Analysts are quietly lowering expectations for this earnings season, but that could be the perfect setup for some surprising wins this quarter. Explore which sectors could steal the spotlight and what market watchers are betting on before the earnings season officially kicks off.

Plus, if you’re looking for a smart way to diversify your portfolio with ETFs backed by decades of research, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• SPONSORED CONTENT

Michael Burry: 'Anthropic is Eating Palantir's Lunch’

Legendary investor Michael Burry is back with a new warning, and it centers on a powerful shift in the AI arms race.

With fresh data showing a sharp shift in enterprise spending, Burry suggests the real momentum in AI may be flowing in a very different direction than what the market assumes.

If he’s correct, several of Wall Street’s favorite AI names could be in big trouble, setting up a potential revaluation that few see coming. Read on for all the details.

Diversify Your Portfolio With Motley Fool Asset Management's New Facor ETFs

With risk comes reward, and if that’s your mantra, you’ll want to check out Motley Fool Asset Management’s newest factor ETF, the Motley Fool Innovative Growth Factor ETF (MFIG).

One of three new funds, MFIG targets companies with accelerating profitability and innovation, measured through a proprietary Innovative Growth Composite Score based on gross profit growth, growth acceleration and investment in R&D, brand and human capital. Sure, stocks in this fund are riskier, but there is also the potential for higher returns. If you have a high tolerance for risk and are seeking returns beyond the status quo, then this fund may be for you.

Ready to take a closer look at ETFs that are steeped in decades of stock research and proprietary data? Click here to get started.

Yesterday: U.S. indexes surged Wednesday, with the Dow posting its largest one-day gain in over a year, as easing geopolitical tensions boosted investor sentiment. President Trump announced a two-week ceasefire with Iran, as both sides came to a temporary agreement. The deal was contingent on Iran reopening the Strait of Hormuz, however, traffic remains at a standstill despite it being ”open.” Still, oil prices plunged more than 16% to around $94 per barrel, marking the largest daily drop since the COVID-19 pandemic (April 2020). Lastly, with risk appetite increasing, the U.S. dollar — which has steadily risen the past two months — slumped 1% and may continue to do so if peace talks continue to prevail.

On Our Radar: Analysts will be paying attention to today’s releases on personal income/spending, PCE inflation, and GDP to gauge the health of the consumer, inflation, and the pace of economic growth. On the earnings front, all eyes will be on WD-40 (WDFC), which will report after the market close today.

The market soared with some of the indexes hitting their largest one-day gains in over a year. A big part of that was due to Intel (INTC), Carnival (CCL), Corning (GLW), and Sandisk (SNDK) which all jumped double digits to lead the market higher. Meanwhile, Palantir (PLTR), Workday (WDAY), and Applovin (APP) were among the top laggards of the day. 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.

Ark Moves: Cathie Wood-led Ark Invest made some significant trades involving Tesla, Roku, and Kodiak. Discover which stocks she’s been buying and selling.

Tech Rebound: Dan Ives warns that the recent sell-off in Microsoft, Salesforce, and ServiceNow may be wildly overdone as AI adoption accelerates faster than the market expects. Click to see why the bottom in tech could already be behind us.

Rate Rally: A sudden Iran ceasefire sent oil crashing and markets scrambling. Will this finally tilt the Fed toward cutting rates? See some of the biggest rate-sensitive stocks that are riding the wave.

Fold Frenzy: Apple’s first foldable iPhone is almost here, but insiders hint it could be unlike anything we’ve seen before. Rumored to top $2,000 and packed with surprising new features, this launch might shake up the tech world.

Fintech Surprise: Forget JPMorgan and Bank of America, SoFi just snagged the No. 1 spot. But with its stock still lagging, is this a hidden gem or a red flag? Click to see why investors are torn.

Turn Gold Miner Volatility Into Weekly Income Potential

Gold miners don't pay large dividends. GDXY was built to change that.

Gold volatility is spiking, driven by inflation fears and broader market uncertainty. Most investors are riding that wave without collecting a dime of income. GDXY — the YieldMax® Gold Miners Option Income Strategy ETF — was designed to turn that volatility into weekly income potential, so you can stay long gold miners and get paid along the way.

With a 38.19% total return over the past 12 months (as of 3/19/26), GDXY delivers gold miner exposure plus weekly distributions through an actively managed options strategy run by a leading U.S. options trading desk.

Bullish on gold and gold miners? Now you can stay in the trade and get paid every week.

For GDXY's standardized performance, please visit: https://yieldmaxetfs.com/campaigns/benzinga/gdxy/

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

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.