Happy Thursday! The AI trade is already starting to shift. After huge gains in memory stocks like Micron and SanDisk, Wall Street is already rotating into the next potential breakout trade. Discover the 10 stocks that could become the next major winners.

And SpaceXAI and Anthropic just struck a blockbuster deal that could accelerate the race toward computing beyond Earth itself. The announcement is already sparking major buzz across Wall Street. Here’s all the details of this landmark partnership.

Plus, if you’re looking for targeted exposure to rare earths without the China supply chain risk, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• SPONSORED CONTENT

Did You Miss The SanDisk And Micron Memory Trade? These 10 Stocks Could Ride The Next AI Wave

The biggest AI trade on Wall Street is already starting to shift. After massive gains in memory stocks like Micron and SanDisk, investors are now pouring into a little-known corner of the AI supply chain that could become essential to every next-generation data center.

As systems grow hotter, larger, and more power-hungry, demand is exploding for the infrastructure needed to keep them running. Click now to see the 10 stocks that could become the next major AI winners.

How The REXC ETF Removes China From Rare Earths Equation

Many industries from AI to defense rely on rare earth materials, and vulnerability to a supply chain disruption remains a looming possibility – prompting governments to support strengthening Western supply chains.

China processes the bulk of rare earth materials, and Chinese companies are usually a significant part of the largest rare earths-focused ETF portfolios, introducing a geopolitical risk.

But there is a rare-earth ETF.

The recently launched Sprott Rare Earths Ex-China ETF (REXC) is a fund aiming to provide exposure to the rare earth materials industry while excluding companies located within China. It invests in the companies that generate at least 50% of their revenues from the rare earth and strategic metals segment.

To learn more, click here.

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Yesterday: U.S. indexes soared with the Dow up more than 600 points, while both the S&P 500 and Nasdaq closed at fresh all-time highs, as optimism over a potential U.S.–Iran agreement lifted investor sentiment. Markets gained after Donald Trump signaled significant progress toward a “complete and final agreement” with Iran and announced a pause in U.S. efforts tied to the Strait of Hormuz. Oil prices fell sharply on expectations of a deal being work out and ending the largest energy supply disruption in history. Meanwhile, first-quarter earnings season remains strong, with about 70% of S&P 500 companies reporting year-over-year EPS growth of 25%, crushing expectations of earlier forecasts of 12%, supporting Wall Street’s bullish momentum.

On Our Radar: Analysts will be paying attention to initial jobless claims and construction spending data, along with remarks from Fed officials Neel Kashkari and Beth Hammack for further clues on the economy and interest rates. On the earnings front, all eyes will be on Airbnb (ABNB) and CoreWeave (CRWV) which will report after the market close today.

Shares of AMD (AMD), Super Micro (SMCI), Corning (GLW), and Disney (DIS) soared to help push Wall Street to another all-time high. Meanwhile, Coupang (CPNG), CDW (CDW), Skyworks (SWKS) and Chevron (CVX) were among the top laggards on 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.

Chip Mania: Semiconductor ETFs are witnessing a historic surge in both price momentum and investor flows, even as early signs of skepticism are beginning to emerge. Discover which legendary investor is already betting against the rally.

All-Time Highs: Shares of AMD soared to new all-time highs after a record-breaking quarter. Read on to see how high analysts are raising their price targets and why the rally may not be over just yet.

Winners And Losers: Earnings season continues with a plethora of companies reporting. Read on to see why ARM (ARM), DoorDash (DASH) and Applovin (APP) are soaring, while IonQ (IONQ), Beyond Meat (BYND) and Snap (SNAP) are tanking. 

Ark Shuffle: Cathie Wood and Ark Invest made significant trades involving AMD, Shopify, Coreweave, Teradyne, and more. Read on to see which ones they’ve been buying and selling.

Stock Of The Day: Shares of Cipher Digital just blasted through a major resistance level after a surprising post-earnings rally, but another key test is right around the corner. See what levels traders are watching and where shares are likely headed next.

Learn How To Time The Markets With Options In This CBOE And Benzinga Webinar

Managing risk in volatile markets can be tricky, but for options traders opportunities abound. But you have to be careful with the timing. After all, time to expiration of options is a big consideration that can influence potential outcomes. Join Cboe and Benzinga for an exclusive online webinar today at 11 a.m. ET, to learn how to use time option expirations to take advantage of volatility.

Through the webinar you will learn what 0DTE and LEAPS® are, how time to expiration influences trading decisions and outcomes, and how spreads may be used to define risk around exercise and settlement. Whether you are new to options trading or a veteran, this webinar will help you take your option trading to the next level.

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

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