Heart Rhythm Data Excites, Fintech Momentum Builds, and Earnings Misses Hammer Cyclicals

New clinical data in heart rhythm treatment generated strong interest, while solid results in the fintech space added further momentum. At the same time, weaker-than-expected earnings reports weighed on several cyclical names.

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.

U.S. stocks made a U-turn and ended the week higher as investors engaged in dip-buying after an earlier tech selloff. The calmer sentiment and attractive valuations were drawing buyers back into the market amid a lack of major new negative catalysts. The Dow Jones crossed 50,000 points for the first time ever.

Goldman Sachs (NYSE: GS) is embedding AI deep inside its operations, targeting accounting, compliance, reconciliation, and client onboarding.

With engineers from Anthropic working alongside its teams, Goldman is building autonomous systems for workflows most banks treat as untouchable.

This is not front office flash. These are rules-heavy, judgment-driven processes that sit at the core of risk management and regulatory trust.

Scale Without the Stress

Rather than using AI for blunt cost-cutting, Goldman is using it to compress time and increase throughput.

Faster onboarding, quicker reconciliations, and fewer bottlenecks as volumes grow.

If you are watching how large banks prepare for the next decade, this is about scalability and resilience, not short-term savings.

Raising the Bar Quietly

Automating complex banking functions strengthens Goldman’s execution edge while reducing reliance on fragmented systems and external vendors.

It also forces peers to rethink how much manual work they can afford to keep.

Thinking long term, the risk is obvious. AI in regulated environments must be accurate, explainable, and auditable.

Goldman’s decision to build in-house signals it wants control, not shortcuts.

If this effort works, you are not just seeing AI adoption, you are watching the plumbing of modern banking get rebuilt in real time.

TPG (NYSE: TPG) has agreed to acquire a majority stake in Sabre Industries, valuing the company at roughly $3.5 billion.

Sabre builds critical components for electricity transmission and communications networks, the physical layer on which everything digital ultimately depends.

By taking control rather than a minority position, TPG is signaling that grid stress is structural, not cyclical.

AI Still Needs Wires

Data centers, cloud expansion, electrification, and AI workloads all collide with the same bottleneck: power delivery.

Sabre’s products scale with population growth and rising power intensity, regardless of which software or model wins.

This reflects a deliberate bet on staying power rather than excitement.

When you step back and map where durable demand actually lives, TPG points to constraint-driven assets over trend-driven ones.

That kind of positioning tends to age better across cycles.

Built for Patience

Power infrastructure carries high barriers to entry. It is capital-intensive, regulated, slow to replicate, and increasingly constrained.

Those traits reward long-term ownership and operational discipline, not quick financial engineering.

This deal reinforces a focus on essential services with staying power. Execution will matter, returns come over years, not quarters. But that is the trade TPG appears comfortable making.

If this strategy continues, you are looking at a firm positioning itself as an owner of the systems that enable the next decade of growth, not the shiny layer on top, but the foundation everything else relies on.

While President Trump's official salary is $400,000 per year... his tax returns reveal he's been collecting up to $250,000 PER MONTH from one hidden source.

Until recently, most Americans couldn't touch the type of investment that makes up this investment.

But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies...

Discover how to invest in the fund Trump uses to collect this income

Anebulo Pharmaceuticals (NASDAQ: ANEB) has announced plans to delist from Nasdaq and suspend SEC reporting voluntarily.

The decision is not tied to listing issues, but to a reassessment of whether public company costs still make sense at its current stage.

For a clinical-stage biotech, audits, filings, and compliance can drain capital that would otherwise fund trials.

If you are watching capital discipline, this is about extending runway, not retreating.

Freedom From the Quarter

Operating privately gives management flexibility.

Without quarterly pressure, Anebulo can focus on advancing its lead program targeting acute cannabis induced toxic effects, an area with unmet medical need and uncertain timelines.

For you, thinking strategically, this removes short-term optics and allows room for trial adjustments, regulatory navigation, or partner discussions without constant disclosure.

Tradeoffs Still Exist

Leaving public markets reduces transparency and liquidity, which can complicate fundraising.

Anebulo may lean more heavily on private capital, partnerships, licensing, or acquisition interest to move forward.

That said, private status can simplify negotiations and reduce market noise. If progress slows, the lower cost base still buys time.

Ultimately, you are looking at a reset built around execution, not headlines, with value creation pushed back into the lab rather than the ticker tape.

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

Pulse Biosciences, Inc [PLSE] $20.77 (+51.72%)

Pulse Biosciences surged after reporting strong clinical results showing high success rates and a favorable safety profile for its novel atrial fibrillation ablation technology.

Rail Vision Ltd [RVSN] $5.82 (+38.91%)

Rail Vision climbed after advancing its collaboration with Israel Railways into a pilot program to evaluate its AI-powered rail yard safety system.

Bill Holdings Inc [BILL] $48.93 (+37.12%)

BILL gained after reporting quarterly earnings and revenue that topped expectations, supported by strong growth in payment volumes and customer adoption.

GrafTech International Ltd [EAF] $8.47 (-45.98%)

GrafTech fell after reporting a much wider-than-expected quarterly loss and revenue that missed forecasts by a wide margin.

Amtech Systems Inc [ASYS] $11.12 (-29.93%)

Amtech dropped after posting earnings that came in well below expectations, overshadowing revenue that was roughly in line with forecasts.

Molina Healthcare Inc [MOH] $131.71 (-25.52%)

Molina fell after reporting a surprise quarterly loss and issuing weak forward guidance amid rising medical costs and declining membership.

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.

Download the FREE Presidential Transition Guide 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.