Ad-Tech Delivers a Breakout Quarter, Aerospace Finds Its Lift, and Biotech Data Fails to Impress

Strong earnings momentum in ad-tech and a sharp turnaround in aerospace manufacturing lifted select names, while a biotech selloff showed that even positive trial data can disappoint when key details raise competitive concerns.

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U.S. stocks were mixed as a strong jobs report boosted economic confidence but cooled hopes for Fed rate cuts, lifting yields and weighing on growth shares.

Losses in communication services and post-earnings drops in Robinhood and Lyft offset gains elsewhere.

Kraft Heinz (NASDAQ: KHC) has paused its plan to split into two companies, reversing a decision announced just five months ago.

The split was supposed to separate groceries from sauces and spreads.

Still, deteriorating conditions across the U.S. food business forced the company to pull back and redirect every resource toward fixing what is broken first.

Only about one in ten corporate spinoffs gets canceled. Kraft Heinz just joined that list, and the reasoning is blunt.

The business is not healthy enough to survive as two pieces right now.

Price Hikes Backfired Hard

Kraft Heinz pushed prices through multiple levels in a short period and gave consumers nothing extra in return. Shoppers walked.

They moved to cheaper alternatives and healthier options, and you can see the damage in a company now forecasting organic sales to fall up to 3.5% this year.

This is no longer an inflation story. This is a brand-trust problem the company created and now has to spend its way out of.

$600 Million to Win Consumers Back

The company is pouring $600 million into marketing and research, bumping R&D spending by 20%, and shifting focus toward nutrition, innovation, and affordability.

Pausing the split alone saves $300 million in 2026.

If the Berkshire Hathaway era has shaped your read on Kraft Heinz, this chapter looks very different. The legendary investment may be unwinding, and the company is essentially starting over.

You are watching a decade-old merger finally admit it needs a full reset before it can figure out what comes next.

CME Group (NASDAQ: CME) is working on what would be the world's first futures contract for rare earths, specifically targeting neodymium and praseodymium, the two elements essential for making permanent magnets used in EV motors, wind turbines, fighter jets, and drones.

Right now, no such contract exists anywhere outside of China, and that gap has been a major obstacle for the entire Western supply chain.

This is CME stepping into one of the most strategically important commodity markets on the planet and trying to build the infrastructure the West has been missing.

Magnets Power Everything Now

Rare earths sit inside the technology the world is racing to build. Electric vehicles, wind energy, defense systems, and consumer electronics all depend on permanent magnets made from these elements.

As demand accelerates and your attention shifts to who controls the supply chain, the absence of a hedging tool becomes an increasingly serious problem each year.

CME has already launched successful futures contracts for lithium and cobalt, and rare earths follow the same logic.

Early Stages, Big Implications

No final decision has been made, and the rare earth market remains tiny and thinly traded compared to other metals. Building liquidity from scratch is a real challenge.

But if CME pulls this off, you are looking at the company that gave Western governments, miners, and manufacturers the one tool they have been missing to compete seriously in critical minerals.

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QXO, Inc. (NYSE: QXO) just agreed to acquire Kodiak Building Partners for approximately $2.25 billion.

Kodiak generated $2.4 billion in revenue last year, distributing lumber, trusses, windows, doors, roofing, and construction supplies across the U.S.

The deal expands QXO's addressable market to over $200 billion and is expected to close early next quarter.

This is QXO making a serious play to become the go-to supplier for large-scale homebuilders.

Sun Belt Is the Anchor

About 40% of Kodiak's revenue comes from Florida and Texas. That geographic weight is not a coincidence. QXO is going where the volume already lives.

Kodiak also leads in most of its local markets. You can see the logic immediately. Instead of building density from scratch, QXO just bought it.

One Supplier, One Call

The strategy gets clearer with every deal. QXO wants to serve large, multisite developments across the full project lifecycle.

Kodiak's structural and exterior products plug directly into that.

When your product range stretches from framing to roofing, the conversation with a national homebuilder changes entirely. Fewer vendors, simpler logistics, bigger contracts.

The Rollup Is Moving Fast

QXO still has significant capital available after recent equity raises. The acquisition pipeline remains active, and the pace suggests this is far from the last deal.

If you have been wondering what QXO is trying to become, this acquisition makes the picture a lot harder to miss. Full-service construction supplier, Sun Belt heavy, built for scale.

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MNTN, Inc [MNTN] $11.13 (+36.84%)

MNTN surged after posting strong fourth-quarter results with 36% revenue growth, expanding margins, and a swing to solid profitability.

SIFCO Industries, In [SIF] $8.85 (+35.74%)

SIFCO jumped after returning to profitability with double-digit sales growth and a major turnaround in EBITDA driven by stronger aerospace demand and improved production efficiency.

Teradata Corporation [TDC] $37.87 (+29.56%)

Teradata rose after beating earnings and revenue expectations, fueled by growth in cloud recurring revenue and expanding operating margins.

Upstream Bio Inc [UPB] $14.69 (-47.18%)

Upstream Bio plunged after investors reacted to its asthma drug requiring more frequent dosing than hoped, raising concerns about convenience and competitive positioning despite strong Phase 2 results.

Rapid7 Inc [RPD] $7.38 (-28.97%)

Rapid7 fell sharply after issuing weak guidance that pointed to declining revenue, profits, and cash flow, signaling continued pressure from legacy business lines.

Mattel Inc [MAT] $15.80 (-24.98%)

Mattel tumbled after missing fourth-quarter expectations and forecasting lower profits in 2026, disappointing investors following a key holiday sales season.

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— Adam G.
Elite Trade Club

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