Happy Monday! Thanks to the fear trade bolstering cynical sentiment for safe-haven assets, gold has witnessed a remarkable rise. Still, some analysts are worried about potential warning signals — and this is what investors should watch out for. Also, discover the stocks that are quietly turning heads.

—Josh Enomoto

Plus, if you’re looking for an investment that could revolutionize healthcare, check out today’s sponsor.

MARKET RECAP

Last Week: Stocks dropped sharply Friday as weak consumer sentiment and sticky core inflation rattled markets ahead of next week’s tariff announcement. Bond yields edged lower, offering support amid equity volatility, while investors remained cautious given ongoing policy uncertainty. Attention now turns to the April 2 tariff update and its potential market impact.

On Our Radar: Analysts will also be assessing construction spending and job openings data for clues about economic stability. On the earnings front, Progress Software and TechTarget will disclose their results after the closing bell.

TOP STORY

'My Spidey Tingles' — Gold's Surge Has Some Investors On Edge

Gold has represented one of the hottest assets due to the unrelenting fear trade.

Still, not everyone is comfortable with the spike — and this warrants a thoughtful approach.

SPONSORED CONTENT

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FIVE ZINGERS

Tariff Drama: President Trump announced sweeping tariffs on imported automobiles, raising concerns about inflation. Read what has investors jittery.

Loading Up: Cathie Wood-led Ark Invest made significant moves. Discover the securities Wood loaded up on and which names she dropped.

Deep Learning: Scale AI is an enterprise enjoying support from Nvidia, Amazon and Meta Platforms. Discover what the hype is all about.

Fighting Words: A former exec at Taiwan Semiconductor Manufacturing said that Intel is too far behind to catch up. Learn what sparked the contentious statement.

Moving Up: Shares of Eli Lilly ticked higher recently. Here are the technical indicators to watch.

SPECIAL OFFER

5 Stocks Investors Secretly Monitor But Don’t Talk About Yet

Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With countless methods available to retail traders, the challenge often lies in sifting through the abundance of information to uncover new opportunities and understand why certain stocks should be of interest.

Applied Industrial Technologies (AIT): The industrial products distributor saw strong interest from readers during the week. KeyBanc recently maintained an Overweight rating on the stock while lowering the price target from $325 to $275. Applied Industrial will likely report third-quarter financial results in late April. The company missed earnings per share estimates in the second quarter but has beaten analyst estimates in nine of the last 10 quarters. The company also missed revenue estimates in the second quarter but has beaten analyst estimates in seven of the last 10 quarters. Applied Industrial raised full-year guidance after the second quarter thanks to its strong quarter and the Hydradyne acquisition. The stock will be one to watch ahead of the next earnings report.

To keep reading, and get the other Whisper Index stocks, sign up for Benzinga Edge here.

SPECIAL OFFER

Don’t miss Benzinga’s must-attend virtual forum on the rapidly evolving ETF market! Join us on June 5th at 10 am ET to explore the latest trends in crypto ETFs, thematic ETFs and innovative structures. Gain valuable insights into strategies reshaping how financial advisors guide clients and how retail investors adjust their portfolios.

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