Happy Tuesday! Markets across the globe got rocked as trade fears and geopolitical tensions sent investors scrambling. Find out what’s spooking investors, where opportunities may be hiding and how to protect your portfolio.

Plus, Wall Street’s 2026 growth forecast just got a big boost — here’s a look at some potential big winners. And Netflix reports today with Wall Street solely focused on this $59 billion question — and the market is already taking sides.

Plus, if you’re looking for a fast-growing aesthetic medical services company, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• MARKET HISTORY

President Trump Says 'No Going Back' As Trade Fears Spark Global Sell-Off

While attention this year has focused on inflation, tech, and small caps to star the new year, a different risk suddenly took center stage over the weekend as geopolitics, trade tensions, and national security collided in an unexpected way.

Global markets reacted fast, sending a clear signal that this isn’t just headline noise. From global sell-offs to surges in gold and silver, Wall Street is suddenly rethinking risk. What looked like a distant geopolitical issue could now have far-reaching consequences for global portfolios.

SBC Medical And OrangeTwist Team Up To Bring Beauty To The U.S., Asia

SBC Medical Group Holdings Inc. (NASDAQ:SBC) just completed an investment in OrangeTwist, a U.S.-based medspa chain, and investors should pay attention.

The deal, which includes cross-selling and collaborations in the U.S. and Asia, marks SBC’s first push into the U.S. and is part of its multiyear international expansion plans. OrangeTwist specializes in non-invasive aesthetic treatments and currently operates 24 locations across six U.S. states. The U.S. medical aesthetics market is forecast to reach $48 billion by 2030.

SBC Medical Group has a three phase strategy to grow internationally – namely in the U.S. and Southeast Asia – and this deal with OrganTwist is an important part of that. To learn more about SBC Medical and the deal with OrangeTwist, click here.

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Last Week: U.S. indexes finished at the lows on Friday to finish with a losing week as President Trump noted that he prefers National Economic Council Director Kevin Hassett — who many expected to be the frontrunner — to remain in his current role, casting doubt on his potential nomination as the next Fed chair when Jerome Powell’s term expires in May. With regards to the earnings season, Q4 has been mixed with most major banks beating Wall Street estimates, however, shares have largely dropped amid concerns over Trump’s proposal to cap credit card interest rates. Overall, the week was volatile with investors weighing uncertainty around Federal Reserve leadership, renewed geopolitical risks involving Iran and Greenland, and renewed threat of tariffs similar to those seen last April.

On Our Radar: Analysts will be paying attention to pending home sales and construction spending data for fresh clues on the health of the housing market and the momentum of U.S. economic activity. With regards to earnings, all eyes will be on Netflix (NFLX) and United Airlines (UAL) which report today after the market close.

Small caps continued their upward march, with the Russell 2000 notching a fresh all-time high for the eleventh consecutive session. With regards to individual stocks,Super Micro (SMCI), AST Spacemobile (ASTS) and Figure (FIG) were some of the biggest winners, while ZoomInfo (ZI) and Constellation (CEG) were some of the biggest laggards. 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.

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.

Big Ideas: ARK Invest is teasing its 2026 “big ideas” with cryptic ARKmojis. Get ahead and crack the code before the market does.

Chip Surge: Despite fears of an AI bubble, top analysts say these semiconductor giants are just getting started. Find out which stocks are poised to ride the next wave.

Memory Mania: AI demand is sending memory chip prices sky-high, creating a gold rush for chipmakers. Discover which stocks are cashing in and why the shortage could reshape the tech world for years to come.

Ives Insight: One of Wall Street’s most watched analysts says we’re in a 1996-style AI boom, not a 1999-style bubble. Here’s three AI stocks he says the market hasn’t priced in yet.

How To Trade A Silver Surge In Volatile Markets

Silver just delivered one of its strongest moves in years as volatility swept through macro-driven markets. Matt Maley breaks down how he actively trimmed SLV call positions, managed risk along the way, and stayed positioned for further upside. See how he approaches fast-moving trades that can reverse without warning.

On This Day In 2016…

The market got off to its worst start in history as the Dow fell 249 points, adding to it’s 1,600 point loss on the year. The S&P 500 finished down 10.5% for the month, the Russell 2000 had dropped nearly 30% from its recent highs, and emerging markets fell roughly 15%.

QUOTE OF THE DAY

“The market doesn’t care about your feelings; it only cares about supply and demand.“

— David Tepper

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