The market is getting harder to read in simple risk-on, risk-off terms. AI infrastructure demand is still supporting some of the strongest industrial stories, while healthcare and global expansion are creating fresh catalysts outside the usual megacap names.
Venture Capital Fundamentals (Sponsored)
Ready to diversify beyond traditional asset classes? Join the Alumni Ventures team for a quick, high-impact breakdown of venture capital fundamentals.
What You'll Learn:
VC Fundamentals: How venture capital differs from private equity, traditional assets, and why its structure creates the potential for outsized returns.
How Funds Work: How AV builds diversified portfolios across stages, sectors, and funds — and the logic behind each layer.
Who It's For: How accredited investors can access an asset class once reserved for institutions, and what getting started with AV looks like.
Futures at a Glance📈
Futures are under pressure, with tech leading the slide after fresh warnings from top AI executives rattled the growth trade. Oil above $100 and rising expectations for a Fed rate hike this week are adding another layer of pressure to stocks.
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):
· CoinShares PLC [CSHR]
· Coda Octopus Group, Inc. [CODA]
Earnings (Aftermarket):
· Kestra Medical Technologies, Ltd. [KMTS]
· Radiant Logistics, Inc. [RLGT]
· Dave & Buster's Entertainment, Inc. [PLAY]
· High Tide Inc. [HITI]
Economic Reports:
· None scheduled
Elite Trade Club Insider
One CEO Bought $1 Million Into Weakness While Another Sold $6.4 Million Near The High
You’re looking at one global apparel company still fighting soft demand and another healthcare stock enjoying explosive royalty growth. Elite Trade Club Insider readers are seeing the distinction underneath the raw numbers: one CEO voluntarily put $1 million of fresh capital into his beaten-down stock, while another sold $6.44 million after exercising the exact same number of deeply profitable options.
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.
Market Pulse
Wall Street is bracing for another Fed hike after Goldman Sachs and JPMorgan shifted their September calls following hotter inflation data; the debate is quickly moving from whether rates rise this week to how much additional tightening could follow.
The AI trade just got a new kind of risk after leaders at Anthropic, OpenAI, and xAI called for slowing model development over safety concerns, pressuring chip and AI-linked shares while giving previously threatened software stocks some breathing room.
Chips & Robotics
ASML’s most advanced machines are effectively spoken for as customers commit to its next generation of $400 million High NA systems; TSMC, Samsung, SK Hynix, and Intel are all moving toward the technology as chip complexity keeps climbing.
Boston Dynamics is putting IPO excitement on hold because a 2027 listing now looks unlikely while Atlas remains short of large-scale deployment and the Hyundai-owned robotics company continues to lose money.
Consumer & Autos
Frasers is getting closer to controlling Hugo Boss after chairman Stephan Sturm agreed to step down; Mike Ashley’s retail group already owns 48% and plans to push its stake above 50% as it expands deeper into premium and luxury brands.
Tesla has formally entered Vietnam through a newly registered subsidiary in Ho Chi Minh City authorized to sell and distribute vehicles and parts, giving the EV maker a foothold in one of Southeast Asia’s fastest-growing auto markets.
Gold Rush Returns (Sponsored)
There was a gold rush in the "Black Hills" surrounding Mount Rushmore a century and a half ago, in the 1870s.
As one historian wrote, "each spade of earth revealed a veritable fortune in gold."
Now, thanks to a breakthrough new technology, it looks like it’s starting up again... and you have a chance to be part of it.
*This ad is sent on behalf of Stansberry Research, 1125 N Charles St, Baltimore, MD 21201. If you would like to optout from receiving offers from Stansberry Research please click here.
Healthcare
BioNTech may have another major oncology asset after gotistobart nearly doubled survival versus standard chemotherapy in a late-stage lung-cancer study involving patients whose disease had already progressed following prior treatments.
AstraZeneca took a setback just after winning FDA approval when Etcamah failed to significantly delay breast-cancer progression in a late-stage study, although analysts still see substantial commercial potential in other patient groups and treatment settings.
Deals & Capital
Italy’s banking battle keeps getting more complicated as Monte dei Paschi said its bids for Banco BPM and Banca Generali are irrevocable, even if Intesa Sanpaolo succeeds with its €35 billion attempt to take control of MPS itself.
Michael Dell’s investment firm is circling a $7.7 billion insurance deal with DFO Management reportedly nearing a take-private of Baldwin Insurance, adding another large transaction to a market where private capital remains willing to pay for steady, cash-generating businesses.
The NYSE's longest shutdown lasted about four months. What caused it?
Movers and Shakers
RUM Group [RUM]: Premarket Move: +21%
RUM Group surged as traders piled back into the stock following its plan to increase its ownership of AI infrastructure company Northern Data to roughly 98%. The move would give RUM near-total control of Northern Data and comes on the heels of a $13.7 billion GPU services agreement, reinforcing the company’s increasingly aggressive push into AI data centers and cloud computing.
Scholar Rock [SRRK]: Premarket Move: +10%
Scholar Rock jumped after the FDA approved Isembyld, the company’s first commercial drug, for patients with spinal muscular atrophy. The treatment is the first muscle-targeted therapy designed to improve motor function alongside existing SMA drugs, with analysts estimating potential peak global sales of roughly $2.1 billion by 2035.
Corning [GLW]: Premarket Move: −8%
Corning sank as AI-linked hardware stocks sold off globally after leading industry executives called for slowing the development of advanced AI systems. The warning raised concerns that a slowdown in AI investment could eventually hit demand for chips, data centers and networking infrastructure, putting pressure on Corning after its recent rally tied to booming optical-fiber demand.
Retirement Stock Revealed (Sponsored)
For years, Berkshire Hathaway was one analyst’s favorite retirement stock.
Now he says he may have found an even better long-term opportunity—one tied to AI and another critical U.S. industry.
He believes the company offers both strong dividend income and significant upside in the years ahead.
See the Name and Ticker of America’s Next Great Retirement Stock.
*This ad is sent on behalf of Stansberry Research, 1125 N Charles St, Baltimore, MD 21201. If you would like to optout from receiving offers from Stansberry Research please click here.
Everything Else
🚀 These 7 stocks have paid dividends for decades including one utility with 96 consecutive quarters of payouts and a healthcare icon with 61 years of rising distributions.
🛡️ Baldwin Insurance is nearing a $7.7 billion take-private deal led by Michael Dell’s family office and Sequence Holdings.
🔥 Venture Global signed a 20-year LNG supply deal with China Gas, marking another step toward reviving long-term U.S.-China energy trade.
💰 KKR sold its entire First Gen stake for about $411 million after the Philippine power producer’s parent rejected its attempt to expand the holding.
👔 Hugo Boss is changing its chairman as Frasers Group pushes to take majority control of the German fashion company.
🏦 Euronext and Deutsche Boerse rose on renewed merger talk after Euronext’s CEO said combining Europe’s two major exchange operators would make strategic sense.
You Read This Far. Here's Where the Real Work Lives.
We run three live portfolios on Autopilot, and everything about them is public: every position, every allocation, every trade, visible the moment it happens.
We keep our own money in each one, because analysis you won't fund yourself is just content.
THE UNBREAKABLE STACK
Our growth book: durable software and cybersecurity names built to compound quietly for years.
THE HORMUZ PREMIUM
Our energy thesis: built for how that sector actually pays, over quarters, not headlines.
THE ELON INDEX
Our conviction bet on the Musk universe: Tesla, and the companies orbiting his ventures, energy, AI, infrastructure. High-beta by design, for investors who want direct exposure to the trade rather than watching it from the sidelines.
And here's the part that makes it effortless: Autopilot does the trading for you. Connect the brokerage you already use (Robinhood, Schwab, Fidelity, and more) and every move we make gets mirrored in your own account automatically.
Your money never leaves your brokerage. It stays in your account, under your control, and you can override any trade or disconnect anytime. Autopilot even rebalances automatically when allocations drift, and you get a notification every time something happens.
No watching tickers. No timing entries. No fat-finger mistakes at market open. You pick the portfolio, we do the work, your account follows along.
Pick the one that fits your risk level, or run all three:
Live portfolios, real positions, our own capital at stake. Your funds stay in your own brokerage account. Past performance doesn't guarantee future results.
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.
