One aerospace name has a major demand headline, but the production reset still needs to prove itself. One automaker just gave investors a new battery-storage growth story beyond EV losses, while one logistics leader is still executing well but looks less attractive after a major run. We’ll show you where to hold, where to buy, and where valuation now matters.
Late-Stage Progress (Sponsored)
A small biotech just passed 75% enrollment in a late-stage clinical trial at some of the top heart centers in the U.S. - Cleveland Clinic, Mayo Clinic, Mass General, and Columbia.
The company's drug already showed clear, measurable results in a mid-stage trial published in a leading medical journal. Now it's going after a recurring heart condition where the only approved treatment is a weekly injection expected to do nearly $950 million in sales this year - and 82% of patients still aren't being treated.
Wall Street already has two Buy ratings on the stock with price targets 3-4x the current share price.
Get the full report
*This communication is a paid advertisement and is not editorial content, independent research, or an unbiased analysis. Read this disclosure in full before reading the article it accompanies.
Futures at a Glance📈
Futures are pulling back after another record-setting session, with the Dow back above 50,000 and the S&P 500 clearing a fresh milestone. AI momentum is still driving the market, but traders are watching the U.S.-China summit and a top-heavy tech rally for signs of strain.
Want to make sure you never miss a pre-market alert?
Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone before the bell.
Email’s great. Texts are faster.
You’ll be first in line when the market starts moving.
What to Watch
Earnings (Premarket):
• RBC Bearings Incorporated [RBC]
• H World Group Limited [HTHT]
• Sigma Lithium Corporation [SGML]
• Suncrete, Inc. [RMIX]
• ARS Pharmaceuticals, Inc. [SPRY]
Earnings (Aftermarket):
• SharonAI Holdings, Inc. [SHAZ]
Economic Reports:
• Empire State manufacturing survey (May): 8:30 am
• Industrial production (April): 9:15 am
• Capacity utilization (April): 9:15 am
Elite Trade Club Insider
$33 Million More Just Went Into One Beaten-Down Software Stock
A major backer bought another $32.9 million worth of shares across three straight sessions in a software stock down more than 45% over the past year, while a director at an energy services name lined up a $2.1 million sale after a nearly 292% one-year run.
Our free readers only get the tip of the iceberg here. Elite Trade Club Insiders will see where patient capital is still building a position and where insiders are preparing to monetize a massive winner.
You’re reading the free version. Here’s what we held back.
Every day, insiders and institutions move millions before the market catches on. We surface the data behind those moves before the rest of the market sees it.
A subscription gets you:
The insider buys, options bets, and dark pool moves the free edition can't show you. Unlocked every weekday.
A Sunday Deep Dive that tells you where to look before Monday's bell rings.
The Friday Smart Money Brief: who bought, who sold, where the big options bets landed, and where institutions are hiding volume. Three data layers. One email.
A Monthly Insider Scorecard so you always know whether smart money is buying or selling the market.
Every past Insider edition, unlocked, on elitetrade.club. Go back and see what you missed.
$25/mo or $250/yr. 30-day money-back guarantee. Cancel anytime. Founding member pricing: lock in $25/mo before we raise it.
Aerospace & Defense
Boeing Gets the China Order Signal, but Production Still Has to Catch Up
Boeing Co (NYSE: BA) just picked up the kind of demand headline it needed. President Trump said Chinese President Xi Jinping agreed to buy 200 Boeing jets, which would be more than the 150 aircraft Boeing had reportedly expected.
That would be a major symbolic win because Boeing has not landed a large China order in nearly a decade, while Airbus has continued gaining ground in the region.
The order is only part of the story. Boeing also plans to invest $1 billion over three years in its Wichita, Kansas, operations following its $8.3 billion acquisition of Spirit AeroSystems.
The money will go toward factory modernization, workforce training, and manufacturing systems as Boeing tries to stabilize commercial aircraft production. The company is also working to raise monthly 737 output from 42 aircraft toward 47 this summer and eventually 52.
That is the real test. Boeing does not lack demand. It lacks clean execution. The stock trades around 101x earnings, so investors are already paying for a recovery that needs smoother production, better supplier integration, and fewer quality setbacks. A China order helps, but it does not fix the factory floor by itself.
My Take For You: This is a strong demand signal, and the Wichita investment shows Boeing is putting real money behind the production reset. The stock now needs execution to match the order book.
My Verdict: Hold this. The risk is that order excitement fades if production problems keep delaying the recovery.
Autos & Energy Storage
Ford Just Found a New Story Beyond EV Losses
Ford Motor Co (NYSE: F) is suddenly being treated like more than a legacy automaker. The stock surged after the company formally launched Ford Energy, a new wholly owned subsidiary focused on battery energy storage systems for utilities, data centers, and large industrial customers.
Ford has committed roughly $2 billion to the business and is targeting at least 20 GWh of annual deployment, with first deliveries planned for late 2027.
The move matters because Ford’s EV business has been a drag, with Model e losing $5.1 billion in 2024 after a $4.7 billion loss in 2023. Instead of walking away from that battery infrastructure, Ford is trying to repurpose it into grid-scale storage.
Morgan Stanley sees the business potentially generating a 25% gross margin and $346 million in EBIT by 2028, which gives investors a reason to rethink the value of Ford’s battery assets.
This is still early. Ford Energy has to prove it can win utility, data center, and commercial customers while navigating policy, tariffs, and battery supply risks. But the market likes the setup because data center power demand gives Ford a new growth angle that does not depend entirely on selling more EVs.
My Take For You: Ford finally has a cleaner way to turn its battery investment into something investors can understand. This is still speculative, but it is a more interesting setup than the old EV-loss story.
My Verdict: Buy this. The risk is that the energy storage business takes longer to scale than the stock’s fast rerating implies.
SpaceX Opportunity (Sponsored)
Elon Musk is quietly planning the largest IPO in stock market history.
By taking SpaceX public, he stands to gain an instant $625 billion in new wealth.
The good news, for you and I, is we can essentially partner with Elon before he cashes out with this record payday.
All you need is $100… plus the ticker I'd like to share with you.
I'm showing you more details in this video — click here to watch it.
Transportation & Logistics
J B Hunt Transport Services Hits a High as Freight Investors Reward Quality
J B Hunt Transport Services Inc (NASDAQ: JBHT) is trading at a new all-time high after another solid quarter reinforced its position as one of the stronger names in freight and logistics.
The company posted first-quarter EPS of $1.49, ahead of the $1.45 estimate, while revenue reached $3.06 billion, beating expectations for $2.95 billion. That was enough to keep investor confidence high in a sector that is still dealing with shifting demand and new competitive pressure.
The stock has gained more than 72% over the past year, which tells you the market is rewarding JB Hunt’s consistency. The company also carries a perfect Piotroski Score of 9, pointing to strong financial health.
That matters in transportation because freight cycles can turn quickly, and investors tend to pay up for operators with cleaner balance sheets, better execution, and more durable customer relationships.
The concern is valuation. JBHT trades around 39x earnings, and some valuation models suggest the stock may already be stretched. Amazon’s expansion of supply chain services also adds a longer-term competitive question for logistics providers. JB Hunt is executing well, but the stock is no longer priced for much disappointment.
My Take For You: JB Hunt is a quality operator, and the market is rewarding that quality. The problem is that a great company can still become a harder buy when the stock is already at an all-time high.
My Verdict: Hold this. The risk is that valuation pressure builds if freight demand softens or Amazon’s logistics push becomes a bigger competitive threat.
Poll: What's your most important ritual heading into a Friday trading session?
Movers and Shakers
Astera Labs [ALAB]: Premarket Move: -5%
Astera is slipping even after analysts raised targets, which tells you the stock is fighting valuation gravity. Susquehanna moved its target to $230, Morgan Stanley went to $240, and both pointed to strong AI infrastructure demand, Scorpio momentum, PCIe Gen 6 leadership, and rising connectivity content per AI rack.
That is a great business story. The issue is the stock already trades around 154x earnings after a 148% one-year move. When expectations are this high, even good news can turn into profit-taking.
My Take: Do not buy this dip yet. Astera is a premium AI infrastructure name, but the stock needs a better entry before it is worth adding.
Figma [FIG]: Premarket Move: +12%
Figma is jumping because the AI doomsday story took a hit. Revenue rose 46% in Q1, paid users increased 54%, and management raised its full-year forecast. That is the kind of print that tells investors AI design tools are not killing the business right now.
The stock is still down more than 80% over the past year, so this rally is coming off a brutal reset. But this quarter gives bulls something real to work with.
My Take: Buy it. Figma just proved the market got too negative, and a beaten-down software name with 46% revenue growth can keep squeezing higher.
Papa John’s [PZZA]: Premarket Move: +8%
Papa John’s is rising because the buyout story just got more serious. The company’s largest U.S. franchisee is reportedly backing Irth Capital’s bid, and that matters because Irth’s $47-per-share offer sits about 44% above the prior close.
The business itself is still weak. Q1 revenue fell 7.7%, global comps dropped 4%, and North America comps slid 6.4%. But this move is not about pizza sales. It is about whether the board has a real path to a take-private deal.
My Take: Hold for the deal spread. Do not chase like the offer is guaranteed, but the $47 bid gives this stock a clearer upside case than the fundamentals do.
Simpler Heart Option (Sponsored)
One drug company is making nearly $1 billion a year treating a recurring heart condition with a weekly injection - and 82% of eligible patients still aren't on therapy.
Now a small biotech is developing an oral alternative. Its mid-stage trial already showed real, measurable results published in a top medical journal. And its late-stage trial is 75%+ enrolled at Cleveland Clinic, Mayo Clinic, and Mass General.
The market is proven. The unmet need is massive. And late-stage data could be months away.
Read the full breakdown here
*This communication is a paid advertisement and is not editorial content, independent research, or an unbiased analysis. Read this disclosure in full before reading the article it accompanies.
Everything Else
📘 Dividend stocks are drawing fresh attention, as investors look for companies built to keep paying through recessions, rate hikes, and full-scale market downturns.
🛢️ Oil prices are climbing as Hormuz worries flare again, because this market refuses to let energy traders relax.
⚖️ The SEC is trying to settle its Adani fraud case, which could turn a major legal overhang into a very expensive footnote.
🏈 A group led by Egon Durban is buying 25% of the Raiders at a $9.9 billion valuation, because NFL teams are apparently still inflation-proof trophies.
⚙️ Samsung proposed unconditional talks with its union, but the strike plan is still alive for now.
💻 Ackman’s Pershing Square took a Microsoft stake, calling the valuation compelling, which is not something investors hear every day about a megacap AI winner.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
Click here to get our daily newsletter straight to your cell for free.
P.S. Just like this newsletter, it's 100% free*, and you can stop at any time by replying STOP.
