A major upgrade in in-flight connectivity and encouraging cancer trial data fueled outsized gains, while dilution concerns and longer development timelines weighed heavily on others.
New AI Leaders (Sponsored)
The Original Magnificent Seven Produced 16,894% Average Returns Over 20 Years.
But the Man Who Called Nvidia at $1.10 Says "AI's Next Magnificent Seven Could Do It Even Faster."
See His Breakdown of the Seven Stocks You Should Own Here.
Markets
U.S. stocks were mixed as the recent rally in tech and chipmakers paused, while strength in consumer and energy stocks helped offset broader losses ahead of Friday’s key jobs report.
DJIA [+0.55%]
S&P 500 [+0.01%]
Nasdaq [-0.44%]
Russell 2k [+1.08%]
Market-Moving News
Power Generation
This Deal Quietly Rewrites B&W’s Future
Babcock & Wilcox (NYSE: BW) has just made a move that pulls it straight into the heart of the AI infrastructure boom, locking in a deep partnership with Siemens Energy to deliver massive, on-demand power for next-generation data centers.
This is not a side project. It is B&W stepping into a constraint that could decide how fast AI scales.
At the center is a one-gigawatt power build tied to an Applied Digital AI factory, powered by multiple natural gas plants built specifically for high-density computing.
These systems are designed for stability first, because if you are running AI at scale, power hiccups are not an option.
B&W Changes What It Is
This partnership pushes B&W far beyond its old industrial image. When paired with Siemens Energy turbines, the company becomes a full-solution provider for AI power infrastructure.
B&W is inserting itself into the decisions you know hyperscalers care about most: reliability, timing, and control.
The Constraint Everyone Is Chasing
As AI grows, electricity becomes the bottleneck. Chips alone do not win.
By solving power delivery early, B&W gains relevance in one of the fastest-growing infrastructure cycles ahead.
And if you are thinking long term, this is a company choosing to grow where the pressure is highest and the demand is locked in.
Pharmaceuticals
Vanda Slams Into a Hard FDA Reality Check
Vanda Pharmaceuticals (NASDAQ: VNDA) just hit a wall in its effort to expand HETLIOZ into jet lag treatment, after the FDA declined approval and stopped what could have been a major growth unlock.
This is not a safety issue and not a manufacturing problem. It is the FDA saying the evidence did not feel real enough.
The agency acknowledged positive trial signals, but rejected the idea that simulated sleep shifts truly represent what happens when you fly across time zones.
No cabin pressure, no cramped seats, no hours stuck in the air. If you have ever landed exhausted and disoriented, you already understand the gap regulators are pointing to.
The Missed Step Change
HETLIOZ remains approved for Non-24 sleep disorder and Smith-Magenis Syndrome, but jet lag was different. It was the chance to move from niche medicine to mainstream relevance.
Jet lag affects millions of travelers every year. Approval would have reshaped Vanda’s commercial profile overnight, and you can see why this decision stings.
Strategy Gets Tested Here
Now Vanda faces a fork in the road. Redesign studies to satisfy regulators, or refocus on pipeline assets and existing indications.
This moment is a reminder that in biopharma, growth often hinges on persuasion, not discovery. And if you are watching closely, this is where execution and regulatory strategy decide whether ambition turns into scale or stays grounded.
Overlooked Asset (Sponsored)
There's a hidden market where crypto trades at 80-95%cheaper than mainstream exchanges.
It's called the "Native" Markets, and it's how every crypto millionaire has made their fortune.
Don't buy at the top - get in before retail even knows:
Click here for the FREE guide on how it's done.
Autonomous Systems
NVIDIA Pushes AI Off the Screen and Into the Real World
NVIDIA (NASDAQ: NVDA) just took a major step in redefining what artificial intelligence actually does, unveiling Alpamayo, a new Physical AI system built to help machines perceive, reason, and act in messy real-world environments.
This is not another software layer for data centers. It is Nvidia pushing intelligence directly into motion.
Alpamayo combines vision, language, and action into a single reasoning stack designed for edge cases, not perfect conditions.
If you have ever seen autonomy fail the moment something unexpected happens, you understand why this matters.
AI Finally Learns to Deal With Reality
Most AI works great in controlled settings. Real life is chaos. Alpamayo is designed to handle uncertainty, adapting when rules break and conditions change. That is the leap from scripted automation to systems that actually reason, and once you see that shift, the opportunity widens fast.
NVIDIA Moves Up the Stack
This launch makes something clear. NVIDIA is no longer content with being just the hardware layer. Alpamayo lowers the barrier to entry for autonomy across industries, from factories to logistics to humanoid robotics. More players can build faster, but Nvidia stays central.
As AI moves from digital answers to physical action, Nvidia is positioning itself right at the handoff point. And if you are watching where the next decade of AI value lives, this is a loud signal that Physical AI is now a core pillar, not an experiment.
Want to make sure you never miss our post-market roundup?
Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone right after the closing bell rings.
Email’s great. Texts are faster.
Top Winners and Losers
flyExclusive Inc [FLYX] $7.24 (+130.57%)
flyExclusive surged after signing an authorized dealership agreement with Starlink, enabling high-speed in-flight connectivity across its fleet and opening a new MRO revenue stream.
Enliven Therapeutics Inc [ELVN] $23.25 (+50.29%)
Enliven climbed after reporting strong Phase 1b data for ELVN-001 in chronic myeloid leukemia, showing high molecular response rates in heavily pretreated patients.
Neogen Corp [NEOG] $9.71 (+31.44%)
Neogen advanced after beating earnings expectations and raising full-year revenue and EBITDA guidance, signaling improving profitability despite near-term revenue pressure.
Immuneering Corp [IMRX] $4.73 (-43.22%)
Immuneering fell despite strong Phase 2a survival data in pancreatic cancer, as investors focused on the long wait until its pivotal Phase 3 trial is expected to begin in mid-2026.
CorMedix Inc [CRMD] $7.51 (-32.77%)
CorMedix slid after issuing 2026 guidance that flagged upcoming pricing pressure for DefenCath tied to changes in dialysis reimbursement.
Phathom Pharmaceuticals Inc [PHAT] $15.60 (-13.67%)
Phathom dropped after announcing a large underwritten public offering, raising dilution concerns despite solid revenue growth and improving profitability trends.
Poll: How do you usually feel after checking your finances?
Conditions Finally Align (Sponsored)
Easier monetary policy is changing market conditions.
Liquidity is improving across risk assets, including crypto.
Institutional investors are increasing exposure quietly.
Regulatory momentum is turning more favorable under a pro-crypto administration.
Download it now plus $788 in instant bonuses—including our #1 crypto pick for this market.
Get instant access to everything now.
© 2026 Boardwalk Flock LLC. All Rights Reserved.
2382 Camino Vida Roble, Suite I Carlsbad, CA 92011, United States
*The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Readers acknowledge that the authors are not engaging in the rendering of legal, financial, medical, or professional advice. The reader agrees that under no circumstances Boardwalk Flock, LLC is responsible for any losses, direct or indirect, which are incurred as a result of the use of the information contained within this, including, but not limited to, errors, omissions, or inaccuracies.
*Results may not be typical and may vary from person to person. Making money trading digital currencies takes time and hard work. There are inherent risks involved with investing, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk.
Everything Else
Paramount is back, telling Warner Bros its bid still beats Netflix’s, keeping the deal chest-thumping alive.
U.S. stocks chopped around as traders waited on jobs data to tell them how shaky the outlook really is.
Vitol snagged a preliminary U.S. license to start talks on Venezuelan oil flows, putting barrels and politics in the same room again.
Constellation Brands warned that beer sales are feeling the squeeze as Hispanic consumers pull back spending.
Bank of America upgraded Coinbase to Buy, betting Base finally gives the stock a real growth engine.
Mortgage rates crept higher, pushing the 30-year average to 6.16 percent and cooling buyer nerves again.
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.
