Chip-Tech Momentum Builds, Buyout Premium Lifts Stock, and Dilution Fears Hit Construction

Momentum returned to chip-adjacent tech names as renewed enthusiasm around AI infrastructure fueled sharp gains, while a cash-rich buyout delivered an immediate premium to shareholders.

On the downside, a merger structure that significantly dilutes existing holders sent one construction company’s shares sharply lower.

A major energy breakthrough is unfolding — and it’s happening faster than most realize.

An MIT-trained scientist has unlocked a virtually inexhaustible energy source, now drawing attention from the Trump administration.

According to the U.S. Department of Energy, it could power the world for billions of years.

That’s why big techs are racing to get involved.

Once operational, the fuel itself costs nothing.

Which is why early positioning — even small — could matter more than people expect.

See the full details here.

Wall Street rose as a rebound in AI leaders like NVIDIA and Apple lifted the major indexes. Investors also rotated into financials, helping offset earlier weakness and pushing markets back into positive territory.

Eli Lilly (NYSE: LLY) is turning India into a global export hub as part of a $1 billion investment in contract manufacturing across the country.

Lilly does not currently operate its own facility in India but plans to use the country's manufacturing infrastructure to produce drugs for markets worldwide.

This is not just an India growth story. This is Lilly reshaping its entire global supply chain with India at the center.

Mounjaro Already Runs the Market

Mounjaro doubled its sales within months of launching in India and quickly became Lilly's top-selling medicine by value in the country. Demand for obesity treatments is accelerating fast in a market projected to have the world's second-largest obese population by 2050.

You watch a drug go from launch to market leader that quickly, and the decision to scale manufacturing locally starts to feel inevitable.

The Pipeline Follows the Demand

Lilly is not stopping at Mounjaro. The company plans to bring additional products into India, including its Alzheimer's treatment and an experimental oral weight-loss drug still awaiting regulatory approval.

Distribution partnerships are already expanding their reach beyond major cities into smaller markets.

When your distribution network stretches from metro hospitals to digital health platforms, the infrastructure is being built for something much larger than a single product.

If you have been tracking how Lilly funds its growth while demand for Mounjaro explodes globally, this is the supply chain answer. Make it in India, ship it everywhere, and keep scaling.

United Maritime Corporation (NASDAQ: USEA) is making a series of moves that reshape what the company looks like from the inside out.

It is selling its stake in a Norwegian joint venture, offloading its oldest vessel, and picking up a larger Japanese-built Capesize dry-bulk ship on an 18-month charter with a purchase option at the end.

The pattern is clear. Shed what is older or less productive, replace it with assets that generate more cash per day on the water.

Bigger Ships, Better Economics

The company is shifting toward the Capesize segment, which it considers the most cash-generative part of dry bulk shipping.

These are the largest vessels in the category, built to carry iron ore and coal across major trade routes.

You can see the strategy taking shape quickly. United Maritime is not growing for the sake of getting bigger. It is deliberately upgrading the quality of every asset in the fleet.

Clearing the Deck First

Selling a 2009-built vessel and replacing it with a newer, larger ship is the kind of quiet fleet management that changes your view of a small shipping company over time.

United Maritime runs a compact fleet, which means every transaction matters more. Each swap shifts the overall earnings profile in a way that would barely register at a larger operator.

If you have overlooked smaller shipping names, this is one making disciplined moves that punch above its size.

For decades, one type of investment was reserved for the ultra-wealthy.

Then Trump signed Executive Order 14330 - and opened it to everyone.

Now you can get into this boom for less than $20.

See what changed

Xerox Corp (NASDAQ: XRX) just formed a joint venture with TPG to manage and monetize a portion of its intellectual property, pulling in $450 million in financing without giving up the right to use any of it.

The company keeps its name, trademarks, and full operational access to everything it contributed. It just gets paid for letting someone else find additional value in the portfolio.

That is Xerox turning decades of innovation into immediate liquidity without losing a single capability.

Cash Without Compromise

The $450 million goes straight to Xerox for general corporate purposes, including accelerating its ongoing reinvention program and the integration of Lexmark, which it acquired as part of a broader push to diversify beyond its legacy printing business.

You rarely see a company unlock this kind of capital from IP alone while retaining full use of it. The structure matters because Xerox walks away with cash and changes nothing about how it operates day to day.

Reinvention Needs Fuel

Xerox has been acquiring aggressively, adding Lexmark and ITsavvy to build a more diversified technology platform.

Those moves need capital to integrate properly, and this deal provides it without taking on traditional debt or diluting ownership.

If your image of Xerox is still the company that makes office copiers, this is the moment to reconsider.

You are watching a business monetize what it built over decades to fund a complete transformation into something very different.

👉 Click here to get our closing report to your cell for free!

Atomera Inc [ATOM] $5.73 (+46.17%)

Atomera surged as investors focused on improving sentiment and growing interest in AI infrastructure demand, despite minimal revenue and continued net losses.

Masimo Corporation [MASI] $174.69 (+34.22%)

Masimo surged after agreeing to be acquired by Danaher in a $9.9 billion all-cash deal at $180 per share, representing a significant premium to its prior trading price.

Compass Pathways plc [CMPS] $7.63 (+31.33%)

Compass Pathways soared after reporting highly statistically significant Phase 3 results for its psilocybin-based treatment for resistant depression, paving the way for an FDA filing.

JFB Construction Holdings [JFB] $17.00 (-43.09%)

JFB plunged after announcing an all-stock merger that would leave existing shareholders with just 30% of the combined company, signaling significant dilution.

Ocular Therapeutix Inc [OCUL] $6.99 (-21.28%)

Ocular slid after investors were underwhelmed by its Phase 3 data, citing a smaller-than-expected efficacy gap versus Eylea despite meeting the primary endpoint.

Orion S.A. [OEC] $5.74 (-19.27%)

Orion fell sharply after reporting a much wider-than-expected quarterly loss, marking a major negative earnings surprise despite a modest revenue beat.

Everyone's talking about AI stocks but almost no one is talking about what AI actually runs on.

Nickel. Copper. Cobalt. Manganese.

America just secured exclusive rights to the largest untapped supply on Earth.

One company is already in position and this could be one of the most important AI infrastructure plays heading into 2026.

The name and ticker are available here now

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

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.