Breakthrough Designation Lifts Biotech, Takeover Interest Surfaces, and Ad Disruption Rattles Retail

Breakthrough Designation lifted biotech sentiment after regulators accelerated the path for a rare-disease therapy, while renewed takeover interest drew attention to strategic value in materials.

At the same time, an unexpected advertising disruption rattled a retail name, highlighting how platform dependency can quickly pressure growth expectations.

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Wall Street traded higher on Wednesday as technology shares extended their rebound, led by Nvidia ahead of its highly anticipated earnings report.

Optimism around AI demand and renewed strength in chip stocks helped lift sentiment despite ongoing tariff uncertainty.

Southern Company (NYSE: SO) just received a $26.54 billion loan offer from the U.S. Department of Energy, the largest ever issued by its loan office.

The money goes to two subsidiaries, Georgia Power and Alabama Power, and will fund a massive buildout of generation, transmission, and storage infrastructure over the next three decades.

This is not routine financing. This is the federal government choosing one company to anchor the future of energy reliability in the Southeast.

16 Gigawatts of New Power

The loan supports more than 16 gigawatts of new or upgraded capacity.

That includes new natural gas generation, expanded nuclear plants, modernized hydropower, battery storage systems, and over 1,300 miles of transmission upgrades.

Most utilities tackle one or two of those categories at a time. Southern is doing all of them simultaneously.

If you think about what the grid needs to handle rising demand from data centers, EVs, and electrification, this is what building for that future actually looks like.

The Bet Behind the Loan

Washington does not hand out $26 billion to just any company.

This loan reflects confidence that Southern can execute at a scale and pace that matches the urgency of America's grid challenges.

For a utility that already operates one of the largest power systems in the country, this changes the trajectory entirely.

You think of Southern as a steady, regional utility, and suddenly it is sitting at the center of the biggest energy infrastructure push the government has ever backed.

Cava Group (NYSE: CAVA) just posted its first billion-dollar revenue year, growing over 20% from the year before.

The company opened 72 new locations in 2025, bringing the total to 439, and plans to open another 74 to 76 this year. Same-store sales grew even when Wall Street expected a decline.

Affordable Enough to Win Everywhere

The most interesting detail is where Cava is performing best. Some of its strongest restaurants sit in markets with lower median household incomes.

That suggests the brand is not just a trendy urban play. It works across demographics and income levels.

The Menu Keeps Expanding

Cava is adding seafood for the first time with a salmon offering. That is a meaningful step for a brand built around bowls and dips.

New menu categories attract new customers and give existing customers a reason to come back more often.

If your impression of Cava has been a niche Mediterranean concept, the billion-dollar milestone and expanding menu say otherwise.

This is a brand scaling nationally with real momentum behind it.

Growth Without Desperation

Many restaurant chains grow by slashing prices or flooding the market with promotions. Cava is growing by keeping prices accessible while adding locations at a disciplined pace.

You compare that to competitors raising prices aggressively and losing traffic, and the contrast is sharp.

Cava found a lane where healthy food, fair pricing, and rapid expansion all coexist, and that is harder to pull off than it sounds.

They’ve printed trillions.

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United Parcel Service (NYSE: UPS) is closing 22 union-staffed sortation centers this year across 18 states. That is just the beginning.

By 2030, up to 200 facilities are scheduled for closure as part of a massive restructuring called Network of the Future.

Nearly 50,000 jobs were eliminated in 2025, and another 30,000 are expected to be cut this year. This is not a company in trouble.

UPS is deliberately tearing apart its old model and replacing it with something leaner.

Amazon Is the Business UPS Does Not Want

The most striking part of this strategy is the deliberate pullback from Amazon deliveries.

UPS is walking away from high-volume, low-margin packages and redirecting capacity toward more profitable work like healthcare logistics, medical devices, and diagnostics.

You think about that for a second, and it flips the usual narrative. Most companies chase Amazon volume. UPS looked at the margins and decided the math was not worth it.

Automation Replaces Manual Hubs

The closures target manual sortation centers specifically.

That work is moving to automated hubs that process packages faster with fewer people and lower costs. Every closure is paired with a capacity shift, not a capacity loss.

You can see the entire strategy in one sentence.

Stop delivering cheap boxes for someone else's marketplace and start owning the logistics for industries that pay premium rates for precision.

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Larimar Therapeutics Inc [LRMR] $5.94 (+60.98%)

Larimar Therapeutics surged after the FDA granted Breakthrough Therapy Designation to its rare disease candidate nomlabofusp, accelerating its regulatory path toward a planned 2026 BLA submission.

Rayonier Advanced Materials Inc [RYAM] $10.24 (+42.77%)

Rayonier Advanced Materials rallied after revealing it had rejected a takeover offer at a significant premium, highlighting potential strategic interest in the company.

Clear Secure, Inc [YOU] $46.51 (+38.96%)

Clear Secure advanced after reporting quarterly revenue that topped expectations, supported by steady earnings and continued growth in its subscription business.

Oddity Tech Ltd [ODD] $14.74 (-49.21%)

Oddity plunged after warning that algorithm changes at its largest ad partner drove sharply higher customer acquisition costs, forcing a projected 30% revenue decline in the first quarter.

Driven Brands Holdings Inc [DRVN] $11.60 (-30.16%)

Driven tumbled after disclosing material errors in prior financial statements and warning investors not to rely on results from the past two years.

MGP Ingredients, Inc [MGPI] $20.34 (-21.19%)

MGP fell despite a quarterly beat after issuing weak 2026 guidance, with revenue and earnings forecasts coming in well below analyst expectations.

Political transitions historically increase uncertainty—and this cycle is no exception.

Tariff expansion is reviving crash-risk conversations across Wall Street.

Asset protection strategies are gaining attention as volatility accelerates.

Ignoring structural risk has consequences during regime shifts.

Awareness precedes action. No guarantees are implied.

This content is not a recommendation to buy or sell.

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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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