Happy Monday! Tom Lee and Nancy Pelosi are some of the most well-known investors on Wall Street, and the dynamic duo just aligned on these stocks. Read on to see which 11 stocks and why they might deserve a spot in your portfolio.

Also, a high-stakes decision is coming soon to the Federal Reserve as President Trump signals that the race is down to two candidates. Read on to see who they are and what it means for the future of the economy.

Plus, if you’re looking for an investment in proactive senior care technology, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• SPECIAL OFFER

• MARKET HISTORY

Nancy Pelosi, Tom Lee Align On These 11 Stock Picks: Some Might Surprise You

Two of the market’s most closely watched figures — Fundstrat co-founder and Head of Research Tom Lee, as well as former Speaker of the House Nancy Pelosi — have quietly aligned on these 11 stocks, providing investors a major signal.

Read on to see which 11 stocks they have in common, and why they might deserve a spot in your portfolio.

LogicMark Brings Data To Life To Spot Issues Before They Become Emergencies

LogicMark Inc. (NASDAQ: LGMK), is on a mission to empower caregivers to intervene with loved ones before an issue becomes an emergency and is gathering data to meet that end. 

As a provider of personal emergency response systems, health communication devices, and technology for the growing care economy, it is integrating activity metrics such as falls, emergency calls, daily steps, active time, and movement patterns with medication reminder technology, to provide caregivers with a complete picture of the individual so they can identify risks earlier, intervene more effectively and support seniors in maintaining independence. 

It is the first time medication reminders are programmed into devices on the market today but it can be game changing, says LogicMark. To learn more, check out LogicMark’s investment deck here.

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

Last Week: U.S. indexes finished in the negative on Friday, with the Nasdaq leading the way down 1.7% as declines in mega-cap technology stocks continued with Wall Street rotating into small cap stocks and cyclicals due to rate cuts. Investors have been getting out of the AI trade which continues to get hit with Broadcom and Oracle being the latest to plunge this past week. Meanwhile, small cap companies continue to outperform with the Russell 2000 gaining 1.2% for the week — and even set a new 52-week high on Friday — while the S&P 500 and Nasdaq both finished with losses. In addition, the Fed’s two-day meeting last week met expectations with the cut, although the decision wasn’t unanimous, revealing notable division with three dissents this time — the most since 2019.

On Our Radar: Analysts will be watching the Empire State manufacturing survey, the hold builder confidence index as well as Fed speeches from Stephen Miran and John Williams. On the earnings front, all eyes will be on Navan (NAVN) which will report after after the market close.

The AI trade faltered this past week with Broadcom (AVGO) and Oracle (ORCL) leading the way with steep losses. Meanwhile, EV and retail companies such as Rivian (RIVN) and Lululemon (LULU) soared, with Rivian hitting 52-week highs. But those weren’t the only companies making big moves. Here’s a look at some of the biggest winners and losers on Friday.

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.

Coin Bets: Coinbase is gearing up to challenge Polymarket and Kalshi with its own in-house prediction markets and tokenized equities. Click here to see how this move could reshape the crypto landscape, and what it means for shares going forward.

‘Stock Whisper’ Index: Discover five under-the-radar stock picks that investors are secretly monitoring but aren’t talking about yet.

Crossroads: Bitcoin is at a major crossroads, and market sentiment is shifting fast. Discover what levels Wall Street is watching so you can be prepared for the next big move.

Deal Dispatch: The world of M&A continues to heat up. From finalized deals to hostile takeovers — including a bidding war on Warner Bros. — here’s a look at the most impactful deals at the moment and where they stand.

Bulls vs. Bears: Here’s a look at the top stocks making headlines this past week, with key developments sparking interest from both bulls and bears.

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On This Day In 2009…

Citigroup repaid $20 billion to the U.S. Treasury, allowing it to exit TARP and end its loss-sharing agreement with regulators. To fund the repayment, the bank issued roughly $17 billion in common stock and $3.5 billion in tangible equity units. The move removed Citi’s “exceptional financial assistance” label, restored its control over executive compensation, and signaled renewed capital strength. For many investors, the repayment was a key milestone in the broader stabilization of the U.S. banking sector after the 2008 crisis.

QUOTE OF THE DAY

“If you don’t own gold, you know neither history nor economics.“

— Ray Dalio

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