Healthcare Services Firm Gains 29%

Good Afternoon! 

Hey, everyone. It's Adam from Elite Trade Club. Here’s what moved the market today.

Energy Sector Watch (Sponsored)

On Behalf of Azincourt Energy Corp

Uranium has doubled since 2020.

Saskatchewan’s uranium sales just hit $2.6 billion, up 62% year-over-year.

Now layer on the global demand curve:

  • 30+ countries pledging to triple nuclear capacity

  • AI data centers expected to use 12% of US electricity by 2028

  • Germany reversing course and returning to nuclear

The setup is here.

And one company has plans to drill in the heart of it all: Canada’s Athabasca Basin.

With early uranium hits, expanding alteration zones, and proximity to NexGen and Cameco, this could be the next name to watch in the sector.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Markets 📈

U.S. equities continued their recovery on Wednesday amid optimism that a potential trade war with China could be avoided. Nasdaq gained 2.5%. 

  • S&P 500 [+1.67%]

  • DJIA [+1.07%]

  • Nasdaq [+2.50%]

  • Russell 2K [+1.50%]

Market-Moving News 📈

Retail Finance

Capital One Reports Profit Bump as Consumers Accelerate Credit Spending

Capital One (NYSE: COF) reported stronger earnings in the first quarter, driven by an uptick in credit card use and a surge in auto financing. The results come just weeks before the company finalizes its $35 billion acquisition of Discover Financial Services, a deal that will reshape its standing in U.S. consumer lending.

Consumer activity accelerated late in the quarter, particularly in discretionary purchases like cars and electronics. According to Capital One, much of that momentum reflected shoppers moving quickly ahead of proposed new tariffs. The shift in behavior offered a short-term lift to purchase volumes and card spending.

The Discover integration, which received final regulatory approval last week, remains on track for completion by mid-May. Once closed, the combined card loan book will make Capital One the country’s largest credit card lender by volume.

One area to watch is the company’s exposure to credit losses. While write-off rates ticked higher, the drop in loan loss provisions suggests the bank remains confident in near-term credit quality.

This quarter told a story not just about results, but about behavior, specifically, how spending spiked in response to policy noise. With the Discover deal now cleared, the focus shifts to execution. 

What Capital One does next with that scale will matter more than what it reports quarter to quarter.

Trading Methods (Sponsored)

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With the SEC’s latest decision set to shake up crypto markets, now is the perfect time to discover how this works.

Corporate

After $23B Acquisition, ConocoPhillips Prepares Cost Cuts and Divestments

ConocoPhillips (NYSE: COP) is preparing to reduce headcount as part of a broader restructuring effort tied to its $23 billion acquisition of Marathon Oil. The company confirmed Tuesday that layoffs are coming, citing a need to improve efficiency and consolidate operations.

Internally, the initiative is being referred to as “Competitive Edge” and is being shaped with support from Boston Consulting Group, according to people familiar with the matter. Although the scale of the cuts has not been disclosed, internal updates are expected in the fourth quarter.

The company has already begun centralizing certain business functions. Broader restructuring of corporate and support roles is expected to follow. ConocoPhillips previously operated through six regional segments and is now reviewing how those will be realigned post-merger.

Some inherited assets are also under review for potential sale, including oil and gas holdings in Oklahoma. These divestments, if confirmed, would continue the company’s push to streamline its portfolio following recent deals in the Permian Basin and elsewhere.

ConocoPhillips has spent the past few years expanding aggressively through large acquisitions. Now, it’s entering a different phase, where integration matters more than scale.

What looked like growth on paper now has to prove itself in execution. And investors will want more than cost cuts to justify it. If the divestments and workforce reductions don’t translate into a leaner, more focused business, the deal will raise more questions than returns.

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Media & Entertainment 

Disney Faces Antitrust Review Over FuboTV Deal

Disney (NYSE: DIS) is facing scrutiny from the U.S. Department of Justice over its deal to take a controlling stake in FuboTV. The investigation centers on whether the merger would concentrate power in the fast-growing market for sports streaming.

The deal, announced in January, involves merging Disney's Hulu + Live TV business with Fubo to form what would become the second-largest online pay-TV provider in North America, trailing only YouTube TV. Disney would hold a 70% majority stake in the new venture, which would be led by Fubo CEO David Gandler. Hulu's core on-demand business is not part of the transaction.

DOJ officials are examining whether the combined entity would reduce competition or limit consumer choice in the sports content market.

The merger represents a clear effort by Disney to deepen its presence in the live sports space, where audience loyalty and bundled subscriptions continue to drive engagement. But a DOJ review, even at this early stage, introduces friction to a deal meant to scale quickly.

For Disney, the question isn't just whether the structure holds. It's whether consolidation at this level attracts more regulatory attention than anticipated. Investors watching the company's direct-to-consumer growth strategy will be tracking what, if anything, slows it down.

Top Winners and Losers 🔥

Healthcare Services Group Inc [HCSG] $12.19 (+29.53%)

Healthcare Services Group rose after reporting its best quarterly revenue and cash flow in five years and raising its cash flow outlook for 2025.

Pegasystems Inc [PEGA] $88.56 (+28.80%)

Pegasystems jumped nearly 29% after beating Q1 expectations, driven by a 195% surge in subscription license sales and strong momentum in AI-powered software sales.

Upexi Inc [UPXI] $11.01 (+22.33%)

Upexi continues to surge after announcing plans to buy Solana cryptocurrency, following a similar move by Janover Inc. Solana has risen 15% over the past week.

Enphase Energy Inc [ENPH] $45.12 (-15.55%)

Enphase Energy plunged on Wednesday to the lowest level in 5 years after missing forecasts despite posting 35% year-on-year revenue growth in Q1.

Watsco Inc [WSO] $446.40 (-11.28%)

Watsco, an HVAC equipment distributor worth $18 billion, fell to its lowest in a year after posting worse-than-expected Q1 results.

SolarEdge Technologies Inc [SEDG] $11.92 (-8.66%)

SolarEdge Technologies fell after Wall Street analysts slashed ratings on residential solar companies like Enphase Energy and SolarEdge, citing weakening demand, margin risks, and uncertainty around federal tax incentives.

Uranium Bull Market (Sponsored)

On Behalf of Azincourt Energy Corp

In 2018, UEC was a forgotten uranium stock trading for just $0.60.

Five years later? It had exploded into a $3.11 billion juggernaut.

That’s the power of timing the uranium cycle.

But this time, the fuel behind it is different:

And right now, a tiny uranium explorer in Canada’s Athabasca Basin is sitting on drill-ready projects… just like UEC once was.

The opportunity is hiding in plain sight.

History doesn’t repeat, but in uranium… it often rhymes.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

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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