A Ceasefire-Driven Surge, Biotech Breakouts, and Energy Names Reversing Hard

The market came into Monday desperate for good news, and Trump delivered something that at least looks like it from the right angle.

Oil cratered, stocks surged, and five weeks of pent-up buying pressure came out all at once on a Truth Social post that may or may not describe real negotiations.

Today's Closing Bell has the full picture... the rally, the skepticism, and the names that moved hardest in both directions.

Earlier this year, a U.S. defense-linked consortium issued a request for proposals focused on nickel supply and related processing capacity.

One micro-cap subsea mining company has now responded with a formal bid, positioning itself within a supply chain conversation that has become increasingly urgent.

The backdrop is a growing push to secure domestic or allied sources of strategic materials used in advanced manufacturing and military systems.

It is still an early-stage story, but the filing marks more than a concept on paper.

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*This communication is a paid advertisement published by Capital Gain Media Incorporated and does not constitute a recommendation, offer, or solicitation to buy or sell securities. Capital Gain Media Incorporated has been compensated by Deep Sea Minerals Corp. with four hundred thousand dollars (USD 400,000) plus applicable taxes for an ongoing marketing campaign, which includes the publication of this communication. This compensation constitutes a significant conflict of interest with respect to our impartiality. This communication is for entertainment and informational purposes only. Never invest solely on the basis of our communications. The owner of Capital Gain Media may buy or sell securities of this issuer for its own profit. Resource exploration and development is highly speculative and involves significant inherent risks. There is no guarantee that Deep Sea Minerals Corp will generate a return on investment. All forward-looking statements involve risks and uncertainties. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult a licensed financial advisor before making any investment decisions. For complete risk factors, refer to Deep Sea Minerals Corp.'s continuous disclosure documents available at www.sedarplus.ca.

Monday opened with futures pointing lower and flipped completely after Trump posted on Truth Social that the U.S. and Iran had held "productive conversations" and that he was pausing strikes on Iranian power plants and energy infrastructure for five days.

Oil dropped more than 11% — its biggest single-day fall since the war began — with Brent closing just under $100 for the first time in days, and the Dow jumped 700 points as a market grinding lower for four straight weeks finally found its release valve.

All 11 S&P 500 sectors closed green, the Russell 2000 led the charge with a 3% gain after slipping into correction territory on Friday, and airlines, cruise lines, banks, and industrials all surged as investors priced in a world where the Strait might actually reopen.

The catch: Iranian state media said there were no direct talks with the U.S. — which is why the rally faded from its 1,100-point peak and why every analyst on TV today used some version of the phrase "take it with a grain of salt."

Lockheed Martin (NYSE: LMT) has completed integration of its MATRIX autonomy system into the Army’s UH-60 Black Hawk, delivering an aircraft that can operate with a pilot, without one, or anywhere in between.

This is not just an upgrade; it is a shift in what the aircraft fundamentally is.

The ability to toggle between manned and autonomous modes changes how missions are planned and executed.

When you look at it this way, the Black Hawk is evolving from a machine into a flexible operating system for the battlefield.

Autonomy Moves Into Real Deployment

This is no longer a lab concept or limited test scenario.

The Army now has a fully integrated, fly-by-wire Black Hawk that will be used to develop real-world tactics, procedures, and deployment models.

The system handles landing-zone detection, obstacle avoidance, and navigation in degraded environments.

If you think about combat conditions, that directly reduces pilot risk while expanding where and how missions can be executed.

Software Becomes the Moat

The open-architecture design and reduced maintenance footprint signal something bigger than autonomy alone.

Lockheed is building systems that are easier to upgrade, cheaper to operate, and harder to replace over time.

Zooming out, this milestone is less about one helicopter and more about direction.

Lockheed is aligning itself with a future where autonomy, flexibility, and software integration define military advantage.

If execution continues, this kind of capability becomes standard, not experimental, and Lockheed sits at the center of that transition.

Pfizer Inc. (NYSE: PFE) is moving forward with FDA approval for its Lyme disease vaccine despite missing a late-stage trial endpoint.

The company is leaning on strong efficacy signals rather than statistical perfection, signaling confidence in both the data and its regulatory strategy.

This is not typical behavior after a trial miss. When you see a company push ahead anyway, it tells you Pfizer believes the upside outweighs the reputational and regulatory risk.

Owning a Market That Doesn’t Exist Yet

There is currently no approved human vaccine for Lyme disease, despite hundreds of thousands of cases annually in the U.S. alone.

That creates a rare opening in which the first successful entrant defines the category rather than competes within it.

Pfizer is effectively trying to build and own that market from day one. If you think about positioning, being first here matters more than peak sales estimates.

A Different Kind of Growth Strategy

Financially, this vaccine is not expected to be a blockbuster compared to Pfizer’s broader portfolio.

Strategically, it is far more important because it reinforces the company’s ability to take calculated risks and pursue underdeveloped categories.

If approval is secured, Pfizer gains credibility in navigating complex clinical outcomes and builds a foothold in a market with little direct competition.

Over time, that kind of positioning can matter as much as any single drug launch.

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NVIDIA Corporation (NASDAQ: NVDA) is partnering with major energy players to build AI factories that can plug into power grids faster and operate as flexible energy assets.

The model combines compute, storage, and energy systems into a single coordinated architecture rather than treating power as an external constraint.

This shifts Nvidia’s role beyond supplying hardware. When you look at it closely, Nvidia is positioning itself as the orchestrator of how AI capacity actually comes online.

Power Becomes the Bottleneck

AI growth is no longer limited by chips alone; it is constrained by electricity, permitting, and grid access.

These AI factories are designed to use on-site generation and storage first, then interact dynamically with the grid once connected.

That flexibility speeds up deployment timelines while creating value for energy networks.

If you follow infrastructure trends, you can see Nvidia solving the delay between demand for AI and the ability to power it.

Control Moves Up the Stack

The collaboration with companies like AES, NextEra, and Vistra ties Nvidia directly into energy economics and grid behavior.

Software like DSX Flex and Emerald AI’s Conductor platform allows these facilities to adjust power usage without disrupting compute performance.

The broader implication is scale with fewer delays.

NVIDIA is building a system that enables AI factories to come online faster, operate more efficiently, and even support the grid itself.

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Damora Therapeutics [DMRA] $23.08 (+27.23%) 

Damora's lead program targeting a metabolic pathway in obesity and metabolic disease posted early clinical data showing meaningful biomarker improvements that analysts called ahead of expectations.

The $1.33 billion market cap with a Strong Buy rating tells you this isn't speculative noise; it's a company with a credible thesis getting its first major clinical validation in front of a market that's still very hungry for anything in the weight-loss space.

Apogee Therapeutics [APGE] $79.24 (+19.99%) 

Apogee published Phase 2 data showing its long-acting biologic for atopic dermatitis produced response rates that cleared a bar the market wasn't sure it could hit, and the conviction behind the move was real — volume ran at nearly 3x average on a $5.5 billion company.

When a company this size moves 20% on a Monday, it's because the data answered a question that mattered, and the institutions showed up to act on it immediately.

AXT Inc [AXTI] $64.35 (+18.63%) 

AXTI keeps appearing in this newsletter's winners column for the same reason every time — its compound semiconductor substrates are critical inputs for AI data center interconnects, and the demand signal from hyperscalers isn't slowing down.

Monday's move came as the broader tech rally lifted the whole semiconductor supply chain, and a $3.6 billion company moving nearly 20% on above-average volume is the market telling you it thinks this run has more room.

Canadian Solar [CSIQ] $13.16 (-7.79%) 

Canadian Solar has been caught in a brutal crossfire all month — rising oil hurts the macro, rising rates hurt project financing, and tariff uncertainty hits the panel supply chain from multiple directions simultaneously.

Monday's drop came even as the broader market surged, which is its own kind of signal: when a stock can't rally on the best day the market has had in five weeks, the sector-level headwinds are doing serious structural damage.

Swarmer [SWMR] $26.25 (-28.49%) 

Swarmer went public Tuesday, rocketed on retail enthusiasm, and has now given back most of those gains in a matter of days... a reminder that drone software IPOs with $15 million in proceeds and no institutional anchor tend to behave more like meme stocks than business investments.

The war trade that sent it flying on day one is now receding as peace talks take center stage, and retail momentum is a wave that goes both directions.

AleAnna [ANNA] $5.46 (-22.77%) 

ANNA nearly doubled on Friday when Iran struck Qatar's LNG infrastructure and European gas prices went vertical.

Today, it gave most of that back when Trump's ceasefire announcement sent oil and gas prices sharply lower.

This is what happens when a stock moves entirely on a single macro catalyst — the moment that catalyst reverses, there's nothing underneath to slow the fall.

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P.S. No pressure—just straightforward information to help you make a more informed decision.

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That's it for today! Please, write us back, and let us know what you think of the Closing Bell Roundup. We're always eager to hear feedback!

Thanks for reading. I'll see you at the next open! 

Best Regards,
— Adam G.
Elite Trade Club

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