Happy Monday afternoon to everyone on The Street. Here's a snapshot of where markets ended the trading session, plus tomorrow's trade idea delivered to you today.

• 🟩 | US stocks rose again today, building on Friday’s rebound, as investors attempted to put the four-week rout in the rearview.

• 📈 | One Notable Gainer: Intel’s $INTC ( ▼ 3.85% ) stock soared on news that new CEO Lip-Bu Tan will purchase $25 million in company shares.

• 📉 | One Notable Decliner: Shares of BNPL company Affirm $AFRM ( ▼ 2.49% ) slid on news competitor Klarna is going public — and will replace the former as Walmart’s $WMT ( ▼ 0.56% ) exclusive provider.

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One sector supernova showing 3X normal options volume

One stock with massive institutional accumulation

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MARKET MOVERS

Netflix, Tesla, Lululemon

$NFLX ( ▼ 4.39% ) Netflix Shares Rise on Analyst Upgrade Citing Price Hikes, Ad Growth (Variety)

$TSLA ( ▼ 3.51% ) Tesla gets a price target cut from Mizuho, which warns of softening EV sales (CNBC)

$LULU ( ▼ 14.19% ) Lululemon ‘surging higher than other brands’ on TikTok: analyst (MarketWatch)

$INCY ( ▼ 0.13% ) Incyte Plummets 13% As Skin Disease Drug Looks 'Viable, But Not Competitive' (IBD)

$NCLH ( ▼ 3.72% ) Norwegian Cruise Stock Gets an Upgrade. Why Demand Fears Are Just ‘Noise.’ (Barron’s)

OVERHEARD ON THE STREET

CNBC: Forever 21 plans to close all US stores after filing for bankruptcy protection for the second time, due to competition from Shein and Temu.

AP: Americans increased spending slightly in February, but less than expected, displaying cautious behavior amid growing economic concerns.

BBC: Tornadoes, wildfires, and dust storms this weekend caused "staggering" damage and at least 40 fatalities across 7 US states.

The Hill: The Trump administration announced plans to develop housing on federal land.

CNN: PepsiCo $PEP ( ▼ 0.27% ) officially announced plans to acquire Poppi for more than $1.6 billion as part of its ongoing shift toward healthier products.

TOMORROW’S TRADE IDEA, TODAY

Burrito Bulls

Burritos, Bowls & Bouncebacks

Chipotle Mexican Grill’s $CMG ( ▼ 1.98% ) stock has dropped more than 13% over the past month. But Loop Capital advises investors to let Chipotle cook.

The firm recently lifted its price target for CMG to $65 per share and changed its rating from Hold to Buy. Its price target suggests more than 30% upside from current prices. 

No Tariff Trouble Here

On top of its potential market gains, analyst Alton Stump believes Chipotle is poised to beat its EPS expectations by 7-8%. Stump also thinks that Chipotle could offer investors a potential safe haven from President Trump’s tariffs.

According to the analyst, Chipotle sources only 2% of its total inputs from Mexico, mainly avocados. It has moved much of its supply chain to other Latin American companies over the last few years. For that reason, it may see a relatively tempered impact from the ongoing trade war.

Stock With Integrity

Of the 36 analysts covering the stock, 27 have rated CMG either a Buy or Strong Buy, according to LSEG data. Its average analyst price target suggests an upside of around 35%. 

The stock has dropped nearly 18% in this year so far. But it has gained around 375% over the past five.

If Loop is correct, the recent selloff is merely a blip in an otherwise extremely positive trend, and could be a great entry point for investors while adding some tariff protection.

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ON OUR RADAR

WSJ: Harvard University is offering tuition-free education to families earning up to $200,000 as part of a financial aid initiative for middle-income households.

CNBC: Trump economic advisor Kevin Hassett warned of ongoing uncertainty over tariffs and acknowledged the possibility of a recession.

AP: Tariffs on imported goods from Canada, Mexico, and China are driving up the cost of building materials, leading to higher prices for new homes and remodeling.

Reuters: Trump rescinded Biden's executive order requiring federal contractors to pay a minimum wage of $17.75, reinstating the $7.25/hour federal minimum.

BI: Exposing the financial scheme undermining American hospitals.

FRIDAY’S POLL RESULTS

Are you bullish or bearish on Iren (IREN) over the next 12 months?

🟨🟨🟨🟨🟨⬜ 🐂 Bullish

🟩🟩🟩🟩🟩🟩 🐻 Bearish

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