Bond Yields Spike, Trump-Xi Summit, and Chip Stocks Fall Hard

Bond yields hit their highest level in nearly a year, and oil climbed back to $109 as the Trump-Xi summit concluded without producing any major chip or trade concessions.

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A major backer bought another $32.9 million worth of shares across three straight sessions in a software stock down more than 45% over the past year, while a director at an energy services name lined up a $2.1 million sale after a nearly 292% one-year run.

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Bond yields hit their highest level in nearly a year as oil climbed back to $109 and the Trump-Xi summit concluded. 30-year Treasury yield crossed 5.1% for the first time since 2007 as global bond markets came under pressure from the inflation math. Investors now see roughly 50% odds that rates finish 2026 higher than today.

Bill Ackman announced that Pershing Square has taken a new stake in Microsoft, calling it underpriced at its current valuation, and the stock gained over 4% as a result. Cerebras had a much rougher second day of trading than its blockbuster IPO debut, slipping as chip stocks broadly sold off on the summit disappointment.

Johnson & Johnson (NYSE: JNJ) just made a major move by launching a next-generation heart device designed to treat complex coronary artery disease.

The new system expands its presence in a critical area of cardiovascular care, where demand remains high, and treatment options are still evolving.

The timing matters because Johnson & Johnson is actively balancing its business between pharmaceuticals and medical devices.

A Bet on MedTech

The company has been pushing harder into advanced medical devices, especially in areas like heart care and surgical systems.

What stands out to you is how this move strengthens that direction, placing more weight on technology-driven treatments.

That shift is strategic. It creates another pillar of growth beyond traditional drug portfolios.

Building Strength Where Demand Exists

Cardiovascular disease remains one of the largest global health challenges. Expanding in this space gives Johnson & Johnson access to a market with steady, long-term demand.

From your perspective, the opportunity is not just about growth; it is about positioning in a category that continues to matter at scale.

The Direction Is Taking Shape

Johnson & Johnson is shaping itself into a more balanced healthcare company, where devices and treatments work side by side.

Moves like this show a company building depth rather than relying on a single segment.

The bigger picture becomes clearer with each step. You start to see a company building its future around innovation in high-impact areas, where long-term demand is already built in.

BlackRock (NYSE: BLK) just made a major move by launching a new fund that gives everyday pension plans access to private markets like infrastructure, real estate, and private equity.

These areas were traditionally reserved for large institutions and wealthy investors, but are now being opened to a much broader base.

Money Is Moving Behind the Scenes

Pension funds have mostly relied on public markets for decades. That structure is now being challenged as firms like BlackRock push deeper into private assets.

What hits you here is the scale of the shift. Retirement savings are starting to flow into parts of the market that were never this accessible before.

Access Is the Real Play

Private markets are often seen as offering stronger long-term returns, but access has always been limited. BlackRock is changing that by packaging these investments into something pension systems can actually use.

That’s where your view starts to change. The move is less about a new fund and more about who gets access to these opportunities.

Where This Starts to Matter

Opening private markets to pension schemes changes the competitive landscape. More capital flows in, more deals get funded, and the entire space becomes more mainstream.

You begin to see a company reshaping how long-term wealth is built, not just managing it, and that shift carries weight far beyond a single product launch.

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IBM (NYSE: IBM) just made a major statement about its future direction. The company rolled out a broader push to help businesses run AI systems with tighter control, reliability, and accountability.

This is not about launching tools; it is about defining how large companies will actually operate AI at scale.

The focus goes deeper than technology. IBM is stepping into a role where it helps companies manage complexity, not just adopt innovation.

From Builder to Backbone

IBM is no longer trying to win by offering standalone products. The company is positioning itself as the layer that connects, governs, and stabilizes entire systems used by enterprises.

What stands out to you is the shift in ambition. Instead of competing on

features, IBM is aiming to become an essential infrastructure for how businesses run critical operations.

Solving the Problem Others Avoid

Many companies can build AI models, but fewer can manage them once deployed. IBM is targeting that exact gap, helping enterprises handle scale, compliance, and real-world execution.

Where This Direction Leads

Enterprises are moving toward systems that require constant oversight and coordination. Companies that provide that layer gain long-term relevance and deeper integration with clients.

That’s the point where you begin to recognize the shift: IBM is shaping a role as the foundation companies rely on, rather than just another vendor competing for attention.

P3 Health Partners [PIII] $11.29 (+180.03%)

P3 Health Partners swung from a Q1 EPS loss of $6.28 to a profit of $0.32, the kind of earnings flip that resets a stock’s entire narrative.

Revenue came in at $386M backed by $26M in adjusted EBITDA, and management raised full-year EBITDA guidance to a $40M midpoint while cutting higher-risk membership by 10% to protect margins. Two years of restructuring work finally showed up in the numbers all at once.

SolarEdge [SEDG] $61.76 (+22.93%)

Developers are rushing to break ground before a July 4 solar tax credit deadline, driving above-seasonal Q1 and Q2 demand for SolarEdge’s inverters and optimizers.

CEO Yehoshua Nir confirmed that March activity ran above typical seasonal levels with momentum carrying through April, and the Iran war’s high energy prices are making solar economics more compelling for residential and commercial customers simultaneously. The deadline creates a clear near-term revenue catalyst.

Sweetgreen [SG] $8.10 (+17.41%)

Sweetgreen posted Q1 results with same-restaurant sales growth and expanding digital order volumes as consumers substituting restaurant meals for home cooking during the gas price crunch are choosing fast-casual over fast food.

The $939M Neutral-rated company beat revenue estimates and guided Q2 ahead of consensus, with its automated restaurant Infinite Kitchen locations continuing to improve margins. The IRA fast-casual tailwind is a real story for 2026.

Claritev [CTEV] $13.87 (-40.90%)

Claritev is a healthcare cost management and payment integrity platform. The $238M Buy-rated company fell hard as rising bond yields crushed high-multiple software names across the board, and the session’s risk-off tone was particularly punishing for healthcare IT names with no near-term earnings catalyst.

Volume at 3.25x average confirms institutional selling rather than a thin-float anomaly.

LanzaTech [LNZA] $9.73 (-43.27%)

LanzaTech converts industrial waste gas into sustainable fuels and chemicals and has been a casualty of the higher-for-longer rate environment that makes capital-intensive green tech economics less compelling.

The $101M Neutral-rated company has no near-term revenue catalyst to absorb the pressure from the bond market repricing, and the Iran war has actually shifted some capital away from energy transition names toward conventional energy producers.

Tango Therapeutics [TNGX] $20.56 (-17.33%)

The 10-year yield jumping to its highest in nearly a year is about as bad a backdrop as a cash-burning clinical biotech can face, and Tango is feeling it.

The $2.9B Buy-rated company is advancing vopimetostat through Phase 2 and has no near-term data readout to counter the macro pressure. When real yields jump, speculative biotech names get repriced first.

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— Adam G.
Elite Trade Club

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