The AI infrastructure race is producing another wave of multibillion-dollar commitments, even as access to China remains a key uncertainty for U.S. chipmakers. Meanwhile, healthcare is seeing fresh regulatory wins and setbacks, while major acquisitions and manufacturing investments keep corporate dealmaking active.
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Futures at a Glance📈
Futures are edging lower to start the week as fresh doubts over a U.S.-Iran truce send oil higher and keep Treasury yields under pressure. Tech is holding relatively steady, while traders brace for a packed week of economic data, capped by Friday’s jobs report.
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What to Watch
Earnings (Aftermarket):
· Jefferies Financial Group Inc. [JEF]
· Vail Resorts, Inc. [MTN]
· IDT Corporation [IDT]
· ReposiTrak, Inc. [TRAK]
Economic Reports:
· New York Fed President John Williams begins two-day visit to Western New York: TBA
Elite Trade Club Insider
A Major Holder Bought $7.1 Million Into Weakness While An AI Founder Sold $250 Million
You’re looking at one insurance business growing revenue by double digits despite a major stock-price reset and one semiconductor giant enjoying extraordinary AI demand. Elite Trade Club Insider readers are seeing two very different capital decisions: a major shareholder just bought $7.1 million of the beaten-down name, while a co-founder's investment vehicles sold $250 million of stock from the AI winner.
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Market Pulse
Asian stocks opened cautiously as oil prices climbed again amid renewed doubts over a U.S.-Iran truce; Brent rose toward $106 a barrel, putting additional pressure on bonds as markets prepared for a week of U.S. inflation, manufacturing, and employment data.
Wall Street ended Friday higher as technology stocks recovered with Microsoft and other AI-linked companies helping lift all three major U.S. indexes; the rebound came despite elevated oil prices and Treasury yields that continue to threaten equity valuations.
AI & Technology
China could reopen an important market for Nvidia's newest chips as Beijing reportedly considers allowing Alibaba and ByteDance to purchase RTX PRO 5500 processors; regulators have reportedly asked companies to submit purchasing plans, although no final approval has been confirmed.
Anthropic is making an $11.6 billion commitment to Akamai's cloud infrastructure through an expanded seven-year agreement; the deal could grow by another $9 billion and gives Anthropic warrants tied to as much as 5% of Akamai's outstanding shares.
Healthcare & Biotech
Merck and Daiichi Sankyo have hit another regulatory setback in their cancer partnership after withdrawing their U.S. application for accelerated approval of ifinatamab deruxtecan; FDA officials determined that existing mid-stage trial data were insufficient to support early approval.
Eli Lilly secured U.S. approval for a once-weekly insulin injection after the FDA cleared Onswik for adults with type 2 diabetes; the treatment could eliminate more than 300 injections annually compared with daily basal insulin, adding another product to Lilly's expanding diabetes franchise.
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Finance & Deals
Australia's Northern Star rejected a roughly $27 billion takeover approach after Gold Fields proposed acquiring the gold miner through a combination of cash and shares; its board argued the proposal undervalued the business and would expose shareholders to additional operating and jurisdictional risks.
RedBird Capital is taking control of subscription publisher Puck through a majority-stake acquisition valuing the media startup at approximately $250 million; the investment will fund expansion, acquisitions, and further development of Air Mail, while existing backers TPG and Standard Investments exit.
Capital & Industry
Amazon is putting another $100 million into American robotics manufacturing with a new 585,000-square-foot facility in Greenwood, Indiana; the project will support its North American fulfillment network and create approximately 300 manufacturing and engineering jobs.
Thailand's stock exchange is opening the door to more international listings after signing an agreement with the New York Stock Exchange; the partnership will explore dual listings and jointly developed financial products and indexes as exchanges compete for global capital.
Wall Street is named for a wall that really existed. Who built it, in 1653?
Movers and Shakers
Kodiak Sciences [KOD]: Premarket Move: +7%
Kodiak Sciences climbed ahead of today's highly anticipated Phase 3 DAYBREAK trial results for Zenkuda and KSI-501. The study evaluates both experimental treatments in patients with wet age-related macular degeneration, targeting a broader $15 billion anti-VEGF market.
Venture Global [VG]: Premarket Move: +3%
Venture Global rebounded as LNG exporters remained in focus amid renewed concerns about global energy security. The company recently secured another 20-year supply agreement with China Gas, covering 500,000 metric tons of LNG annually beginning in 2030 and bringing total commitments with the Chinese buyer to 2.5 million tons per year.
Hycroft Mining [HYMC]: Premarket Move: −7%
Hycroft Mining dropped as gold and silver prices extended their decline amid renewed expectations for additional Federal Reserve rate hikes. Gold slipped below $4,300 per ounce, while silver weakened as rising oil prices fueled inflation concerns and supported higher Treasury yields.
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Everything Else
🤖 One warehouse robotics company has a $22.7 billion backlog and is down 16% in a month and a free report names it alongside six other robotics stocks with real revenue and fresh catalysts.
⛏️ Northern Star Resources rejected a $27 billion takeover offer from South Africa’s Gold Fields, arguing the proposal undervalued its assets.
🏠 Ingenia Communities is reviewing an improved $1.5 billion takeover bid from Warburg Pincus after rejecting two earlier offers.
🛢️ Karoon Energy slashed its annual production guidance following an electrical fault at its Brazilian offshore operations.
🏦 Jefferies Financial Group reports quarterly earnings after Monday's closing bell, with analysts forecasting earnings of roughly $1.04 per share.
🏗️ Signature Global acquired 194 acres of land in Gurugram, adding an estimated ₹5,500–6,000 crore in development value to its pipeline.
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