Welcome to the inaugural edition of Top Tickers!

We’re beyond excited to have you here. In case you missed it, this is The Street Sheet’s morning expansion franchise designed to do a few things:

As we mentioned yesterday, retail traders and self-directed investors have more and more power over price action. What they say and do matters and moves markets. That said, we are launching this morning brief to track top tickers and see what’s trending.

So without further ado, let’s dive in. It’s a busy start to the week. Here’s what we’ve been following so far:

Geopolitics, analyst upgrades, and crypto volatility are all pulling at the market before Monday's open. One commodity is moving sharply on a Middle East strike, while a handful of cybersecurity and tech names are getting fresh analyst support at the start of what's been a rough year.

On the other side of the ledger, a major acquisition announcement is weighing on an acquirer's stock, and last week's hot trade in travel disruption names is already cooling off.

The pattern today: specific catalysts are doing the work, not broad market sentiment, and the names getting rewarded are the ones with a clear story behind the move.

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Alcoa (AA): +10%

Iranian missile strikes hit critical aluminum infrastructure in the Middle East, sending aluminum prices up and lighting a fire under the metal's biggest U.S. producer. When a commodity moves that fast in response to a geopolitical shock, the stocks tend to follow even faster.

Leidos (LDOS): +3%

Leidos closed its $2.4 billion acquisition of Entrust, giving the defense and technology firm a bigger footprint in energy infrastructure at exactly the moment demand for power is becoming one of the most urgent buildout stories in the market.

CrowdStrike (CRWD): +3.5%

Wolfe Research upgraded the stock to outperform, arguing AI will drive more cyber risk, not less demand for CrowdStrike's services, while Morgan Stanley named it a top pick. The stock is down more than 18% this year on fears that the technology would cannibalize the business, and both firms are essentially telling the market that thesis is wrong.

Expedia (EXPE): +2.5%

Jefferies upgraded the stock to buy, pointing to strong earnings growth as the reason to look past two simultaneous headwinds: AI potentially disrupting the online travel model and the Middle East conflict softening travel demand. The bank is making a bet on fundamentals over fear.

Sysco (SYY): -10%

The food distribution giant announced a deal to acquire Jetro Restaurant Depot at a $29.1 billion enterprise value, calling it immediately accretive. The market's reaction is the oldest story in M&A: investors are skeptical of the price tag, and the acquirer's stock is paying for it.

Avis Budget Group (CAR): -8%

After surging more than 48% last week on the thesis that airport chaos from the Department of Homeland Security funding impasse would drive car rental demand, investors are taking money off the table. It's a classic "buy the rumor" trade unwinding on a Monday morning.

Boston Scientific (BSX): -4%

Raymond James downgraded the stock from Strong Buy and cut its price target, citing slower trends in two of Boston Scientific's most important growth areas: U.S. electrophysiology and its Watchman device. The firm is still positive on the company's long-term quality, but sees more uncertainty around near-term revenue growth than it did before, and that's enough to pull the stock down in pre-market.

You’re getting the best trade ideas. But what’s your plan after you cash in?

Without a smart wealth strategy, gains can disappear faster than they grow. That’s why we’ve made it simple to connect with a trusted, vetted advisor who can help you:

It only takes 30 seconds to get matched—and your first call is completely free, with zero obligation.

Make sure your wins today fuel your future success.

Nike (NKE)

Nike reports fiscal Q3 earnings after the close tomorrow, and traders are watching whether CEO Elliott Hill's turnaround, now about 18 months in, has produced anything the market can actually get excited about.

The stock has been trending on StockTwits, and multiple Reddit threads this week debated whether the stock is a contrarian opportunity or a value trap.

The stock is down roughly 60% over the past five years and has struggled to regain momentum since a brief surge last June on a prior earnings beat.

Analysts expect tomorrow's report to show earnings roughly 45% below the same quarter a year ago, with revenue nearly flat. If Hill can show signs of life in product innovation and China, some traders seem to think the setup could surprise. But the bar is low, expectations are measured, and this one could easily go either way.

✌️That’s it for today.