Happy Thursday! Investors fled the broader market like 2008, yet one corner of Wall Street is red-hot. Find out which sector is attracting record attention and what it could mean for your portfolio.

The countdown is on for what could be the largest IPO ever: SpaceX is reportedly planning a filing this week. Who gets in, and how high could it go? Read on for all the details.

Also, don’t miss your shot at winning a Benzinga PRO subscription and other awesome weekly prizes by taking today’s daily quiz. Points accumulate all week long, so every quiz and point counts.

Plus, if you’re looking for a way to stay bullish on gold while generating weekly income, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• SPONSORED CONTENT

Investors Dump U.S. Stocks Like It's 2008 Again — But Pile Into This Sector At A Record Pace

Something unusual happened on Wall Street last week.

Institutional investors fled U.S. stocks at near-historic speed — and simultaneously broke a buying record in the one sector they apparently still trust.

Find out where the smart money is moving, and what it could mean for your portfolio.

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Yesterday: U.S. indexes finished higher Wednesday, with broad-based gains across nearly all sectors, as investor sentiment improved on reports that the U.S. presented Iran with a ceasefire. While Iranian officials reportedly pushed back on it, markets responded positively to signs of possible de-escalation. Leadership was widespread, with all S&P 500 sectors advancing except energy and real estate, while consumer discretionary and materials led the gains. Oil prices fell more than 2% as traders priced in a potential easing of geopolitical tensions. Market leadership has also continued to broaden with the energy sector being the top performer (35%) so far this year, following several years of dominance by technology and growth stocks.

On Our Radar: Analysts will be paying attention to initial jobless claims for fresh signals on labor market resilience alongside remarks from multiple Fed officials (Cook, Miran, Jefferson, and Barr). On the earnings front, all eyes will be on Argan (AGX) which will report after the market close today.

The market rebounded with Arm Holdings (ARM) leading the way as shares soared after the company announced plans to sell its own semiconductors. In addition, AMD (AMD) and Super Micro (SMCI) we among the top gainers of the day. Meanwhile, DraftKings (DKNG), On Holding (ONON), and Zillow (Z) 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.

Tech Trouble: A landmark ruling against Meta and Alphabet says major apps may have crossed the line with young users and the jury just sent shockwaves through Silicon Valley. 

Under Pressure: Microsoft is doing something that it hasn’t done since 2008, and investors are starting to take notice. Find out why this could be a warning for the broader market.

AI Surge: Shares of Arm are soaring after it took a giant leap into AI chip production, and the market is buzzing. Here’s all the details.

Flight To Safety: TSA staffing chaos is threatening to shut down airports—and some portfolios could be grounded before they even take off. Find out which investments could soar and which are at risk.

Firepower: Lockheed Martin just inked a massive missile deal, but the real impact may surprise you.

West Moves from Ambition To Action, And NMG Shows What “Shovel‑Ready” Looks Like

In critical minerals, markets are starting to look past announcements and toward execution. Canada’s push to secure energy materials and industrial supply chains is about to produce its first tangible result. reports Nouveau Monde Graphite (NYSE: NMG), which is emerging as one of the few North American projects moving decisively from policy support to construction readiness.

With newly announced project‑debt financing and binding offtakes secured with the Government of Canada, Panasonic and Traxys, Final Investment Decision is approaching, and Phase 2 construction of what NMG expects to become the largest graphite mine in the G7 is about to commence. The recent acquisition of the brownfield site and industrial facilities adjacent to its greenfield site in Bécancour, Québec, further reinforces execution momentum, making this a company to pay attention to. After all, the Western world is moving away from concentrated supply for critical minerals, and NMG is standing by to deliver. To learn more about NMG, click here.

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