AMD Soars, Oil Craters, and Disney Breaks Out

An Axios report that the U.S. and Iran are close to a deal sent oil into freefall and gave equity bulls exactly the catalyst they needed.

AMD dropped a blowout earnings report, and chips kept running, pushing the Nasdaq to its second record close in a row. The winners, the losers, and the trades behind them are all below.

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Two officers at a biotech stock up nearly 94% over the past year filed proposed sales worth a combined $193.4 million, while three insiders at a streaming giant sold more than $40.8 million as the stock sat down roughly 23% over the past year. Most readers will see a pile of insider selling.

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An Axios report that the U.S. and Iran were approaching a deal, including a moratorium on nuclear enrichment, sent Brent crude down roughly 8% to around $101 and WTI below $95.

AMD’s data center revenue hit a record $5.8 billion in Q1, up 57% year-over-year, lifting the entire chip sector.

Disney surged after new CEO Josh D’Amaro presented his vision and revenue beat expectations.

Private payrolls came in at 109,000 for April, ahead of the 84,000 consensus estimate, pointing to a still-stable labor market despite geopolitical noise.

Eli Lilly (NYSE: LLY) just added another $4.5 billion to its U.S. manufacturing expansion. The new investment supports the production of its recently approved weight-loss pill, Foundayo, and its next-generation obesity drug, retatrutide.

Total U.S. capital commitments since 2020 now exceed $50 billion—total capital expansion commitments across all operations top $21 billion in Indiana alone.

The Spending Pace Is Staggering

Lilly has spent over $30 billion on acquisitions this year.

It is raising another $8 billion in debt to fund more deals. It is breaking ground on multiple new manufacturing sites simultaneously.

And it is doing all of this while its existing products are generating record revenue.

Most pharma companies pick between building and buying. Lilly is doing both at a pace that makes the rest of the industry look cautious.

You will struggle to find another company in any sector committing capital this aggressively across so many fronts at once.

Manufacturing Becomes the Moat

Obesity drugs are only as valuable as the ability to make enough of them. Demand for Zepbound, Mounjaro, and now Foundayo far exceeds current supply.

Every factory Lilly builds closes that gap and creates a production advantage that competitors need years to replicate.

You connect $50 billion in factories to $30 billion in acquisitions, and the ambition becomes unmistakable.

Lilly is building a pharmaceutical company designed to dominate multiple categories simultaneously, and it is constructing the physical infrastructure to back every single bet.

Google (NASDAQ: GOOGL) just made a major move that expands its role beyond platforms and into the creative process itself.

The company partnered with Believe to bring AI-powered music creation tools directly to artists, producers, and songwriters through its Flow Music platform.

The shift matters because it moves Google closer to creators rather than just hosting or distributing content. That changes its position across the entire music ecosystem.

From Platform to Participant

Google has long been a gateway for content through YouTube and other services. Now it is stepping into the creation stage, giving artists tools to shape music from the ground up.

You get a company that is no longer just supporting creativity, but actively becoming part of it.

Owning the Creative Layer

Helping artists experiment with lyrics, sound, and production opens a new layer of engagement. Instead of competing only for attention, Google is building tools that creators rely on during their workflow.

Your understanding of Google extends to a company that embeds itself in how creative industries operate, not just how content is consumed.

A Bigger Direction Is Taking Shape

This move fits into a broader pattern. Google is pushing into areas where it can connect creation, distribution, and monetization under one ecosystem.

The direction is now clearer. You now have a company building a full entertainment ecosystem, designed for long-term growth as traditional media fades.

Talk of a major financial executive order is putting renewed focus on U.S. monetary policy.

Some analysts believe a shift like this could impact everything from savings to asset prices—including gold.

The last time a major policy change occurred, certain assets saw significant long-term moves.

Now, investors are watching closely for what may come next.

See what this could mean for gold

The Walt Disney Company (NYSE: DIS) just delivered a moment that signals a clear shift in how the company is built.

Its streaming business and theme parks are now driving momentum together, offsetting the long-term decline of traditional television.

Timing matters here because it marks the first major update under new leadership. Early signs point to a strategy that is already taking shape.

A New Core Is Taking Over

Disney’s identity is changing. Streaming platforms and physical experiences like parks and cruises are now the strongest parts of the business.

You get a company where growth is coming from direct relationships with consumers rather than traditional cable networks.

That shift creates a stronger connection. It brings Disney closer to how people watch, travel, and spend.

Less Reliance on the Old Model

Traditional TV has been fading for years, and Disney is no longer relying on it as much. The company is replacing that model with digital platforms and real-world experiences that it fully controls.

This is where the transition becomes clear.

Disney is aligning its content, platforms, and experiences into one system. Movies feed streaming, streaming builds demand, and parks turn that demand into physical experiences.

You get a company building a full entertainment ecosystem, positioning itself for long-term growth as the world moves away from traditional media.

One Stop Systems [OSS] $15.32 (+56.86%)

OSS jumped 59.67% on 12.11x relative volume after reporting strong results tied to AI edge computing demand for defense and industrial applications.

The $386M small-cap holds a Strong Buy consensus with $0.17 EPS and a P/E of 90.91. Volume at 12x average confirms this was not a retail squeeze.

Bloomin’ Brands [BLMN] $8.12 (+40.97%)

Bloomin’ Brands, parent of Outback Steakhouse, surged 47.92% on 4.19x volume after earnings showed the business is stabilizing.

The $709.75M consumer name carries a 7.81% dividend yield and a Neutral rating. The market had priced in far worse, and the relief trade hit hard.

Flex Ltd. [FLEX] $134.73 (+39.69%)

Flex surged 34.47% on 3.28x volume after reporting earnings that beat on both revenue and margins, confirming its AI data center supply chain positioning is paying off.

The $45.41B electronics manufacturer carries a Strong Buy consensus and $2.23 EPS. This is fundamentals, not momentum. The numbers backed the move.

Primoris Services [PRIM] $101.23 (-50.11%)

Primoris dropped nearly 50% on 10.14x volume after issuing guidance that blindsided the market, with execution concerns overshadowing its $11B market cap and Buy consensus.

The infrastructure services company has been a beneficiary of energy and grid buildout spending, but that thesis took a direct hit today.

Limbach Holdings [LMB] $76.97 (-32.55%)

Limbach fell 35.01% on 3.67x volume despite carrying a Strong Buy consensus, $3.23 EPS, and 25.58% EPS growth.

The selloff points to a guidance miss or margin disappointment that the market treated as a structural problem rather than a one-quarter blip.

Strong Buy ratings rarely survive a 35% single-session drop unreviewed.

Klaviyo [KVYO] $15.81 (-32.23%)

Klaviyo shed 32.92% on 2.78x volume after a revenue or guidance miss rattled a market that had priced the $4.59B marketing automation platform for continued high growth.

Negative EPS of $0.12 leaves zero room for error. When a software name misses this valuation, sellers do not wait for the next quarter.

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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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