One high-end automaker just launched its first fully electric model, and the market wants proof that the brand can make the transition without losing its edge. Two space-linked names are moving for different reasons: one has a stronger backlog-backed infrastructure story, while the other has real data demand but a much richer valuation after a huge run.
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Futures at a Glance📈
Futures are jumping as oil slides, and traders warm up to the idea that a U.S.-Iran deal may finally be getting closer. The market is coming off another winning week, but rate-cut hopes are still shaky with inflation pressure not fully out of the picture.
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What to Watch
Earnings (Premarket):
• AutoZone, Inc. [AZO]
• Elbit Systems Ltd. [ESLT]
• CSW Industrials, Inc. [CSW]
Earnings (Aftermarket):
• Zscaler, Inc. [ZS]
• Sociedad Quimica y Minera S.A. [SQM]
• Semtech Corporation [SMTC]
• Modine Manufacturing Company [MOD]
Economic Reports:
• S&P Case-Shiller home price index (20 cities) (March): 9:00 am
• Consumer confidence (May): 10:00 am
Elite Trade Club Insider
$142 Million In Insider Selling Just Hit Two AI Favorites
Executives at one AI software giant sold roughly $125.5 million worth of stock in a single filing window, while nearly the entire leadership bench at a data center name sold another $13.6 million on the same day.
These are hot stocks with big stories, and our Elite Trade Club Insider readers will see where leadership is turning AI enthusiasm into cash.
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Luxury Autos
Ferrari Just Entered the EV Era, and the Market Is Not Sold Yet
Ferrari NV (NYSE: RACE) just crossed one of the biggest lines in its history. The company unveiled the Luce, its first fully electric vehicle, priced around €550,000, or roughly $640,000, with deliveries expected to begin in the fourth quarter. The stock fell after the reveal, showing investors are not fully convinced that an electric Ferrari fits the brand’s highest-margin magic.
The car is not short on performance. The Luce can reportedly hit 60 miles per hour in about 2.5 seconds and reach a top speed near 192 miles per hour.
Ferrari also chose to develop and manufacture all components in-house in Maranello, while handing design to LoveFrom, the agency founded by former Apple design chief Jony Ive. That is a serious commitment to making the EV feel premium, differentiated, and Ferrari-controlled.
The challenge is demand. Porsche and Lamborghini have already scaled back EV plans because high-end buyers have been slower to embrace electric models. Ferrari may have enough brand power to break through, but investors are right to ask whether this expands the customer base or risks diluting what makes the company special.
My Take For You: Ferrari’s EV launch is strategically important, but the market wants proof that electric performance can carry the same pricing power, scarcity, and emotional appeal as its combustion models.
My Verdict: Hold this. The risk is that Luce demand disappoints and forces investors to question Ferrari’s electric transition.
Space Infrastructure
Redwire Has the Backlog, but Earnings Still Need to Catch Up
Redwire Corp (NYSE: RDW) is getting more attention as investors rotate back into space infrastructure. The stock moved higher after shareholders approved board directors, ratified KPMG as auditor, and endorsed executive compensation, giving the company governance stability as it pushes through a major growth phase.
The business momentum is real. First-quarter revenue reached $97 million, up 57.9% year over year, while gross margin improved to 26.6%. More importantly,
Redwire reported a record backlog of $498.1 million and a 1.92 book-to-bill ratio, which means new bookings are running well ahead of recognized revenue. For a space infrastructure company, that kind of backlog gives investors more visibility into future demand.
The issue is profitability. First-quarter EPS came in at -$0.40, missing expectations for -$0.17, as higher expenses, acquisition integration, and capacity investments weighed on results.
That is the tradeoff here. Redwire has a strong demand story tied to space infrastructure and government programs, but the company still needs to show that scale can translate into cleaner earnings.
My Take For You: Redwire has the right backlog and a better space-economy setup, but it is not a finished profitability story yet. This is momentum with execution risk attached.
My Verdict: Buy this. The risk is that earnings misses continue while the company spends to scale capacity.
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Geospatial Data
Planet Labs Is Riding the Space Rally, but the Data Story Is Improving Too
Planet Labs PBC (NYSE: PL) is surging as investors pile back into space-related stocks, helped by speculation around a possible SpaceX IPO and stronger interest across the sector.
That broader enthusiasm matters, but Planet’s move is not only about sympathy trading. The company is also benefiting from demand for AI-powered geospatial data and expanding defense contracts.
The key number is backlog. Planet reported a record $900 million contract backlog and full-year adjusted EBITDA profitability, giving investors more than just a futuristic space story to work with.
Its satellite imagery and geospatial analytics become more valuable when governments, defense customers, climate teams, and commercial users need faster, more usable data. AI only makes that data layer more important if Planet can package it into higher-value products.
The stock has already run more than 1,000% over the past year, so valuation risk is obvious. Some analysts remain cautious, and that caution is fair. But the market is rewarding companies with real space infrastructure, government demand, and AI-linked data use cases. Planet checks those boxes better than many speculative space names.
My Take For You: Planet Labs is still volatile, but the combination of backlog, defense demand, and AI-powered geospatial data gives the rally more substance than a simple SpaceX sympathy trade.
My Verdict: Hold this. The risk is that the valuation has already pulled forward too much of the space-data growth story.
Poll: Which earnings metric do you trust most to gauge a company's real health?
Movers and Shakers
Firefly Aerospace [FLY]: Premarket Move: +11%
Firefly is jumping after expanding its Cedar Park, Texas campus into a 144,000-square-foot headquarters with more cleanroom capacity and a new Gloworks innovation lab. The buildout supports Blue Ghost lunar landers, Elytra orbital vehicles, and higher engine-testing cadence at Rocket Ranch.
The growth story is real. Q1 revenue hit $80.9 million, up 44.7% year over year, but the company still posted a $96.7 million net loss. This is capacity expansion before profitability, which means execution has to catch up fast.
My Take: Trade the strength, but stay disciplined. Firefly has a real space-infrastructure story, but losses are still too large to treat this like a clean buy-and-hold.
Intuitive Machines [LUNR]: Premarket Move: +10%
Intuitive Machines is moving higher after Craig-Hallum maintained a Buy rating, adding to recent support from Deutsche Bank. The company’s Q1 revenue jumped to $186.7 million from $62.5 million a year ago, showing real demand behind the lunar and space-services story.
The issue is profitability and insider selling. The company still posted a $37.6 million GAAP net loss, and insider sentiment has turned negative, including a recent CFO sale worth about $579,000.
My Take: Stay long if you own it, but do not chase this pop. LUNR has momentum and revenue growth, but the stock needs cleaner insider signals before I’d add aggressively.
Teekay [TK]: Premarket Move: -7%
Teekay is pulling back after a strong run tied to Q1 earnings and a $1.00 per share special dividend. The quarter looked strong, with $286.1 million in sales and $153.6 million in net income, and the stock still screens cheap at roughly 6.6x earnings.
But the market is taking some profit after a big year-to-date move. Shipping names can look cheap right before earnings normalize, especially when one-time gains are part of the picture.
My Take: This dip is buyable only for patient investors. Teekay is cheap enough to watch closely, but I would not chase until the market shows the earnings power is repeatable.
Dollar Pressure Rising (Sponsored)
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Everything Else
🤖 AI-ranked stock picks are gaining traction, as investors look for data-driven names that score highest on quality, value, catalysts, smart money, and momentum before the bell.
🛢️ Oil is climbing again as Hormuz worries keep the market’s favorite geopolitical headache alive.
⚖️ The EU is reportedly planning a Google fine, so Big Tech’s Brussels problem is still very much open.
💳 Americans are struggling with debt and inflation, which is not exactly the consumer backdrop bulls want to see.
🤖 Sam Altman says AI is unlikely to create a jobs apocalypse, which is reassuring unless your boss just bought three new AI tools.
🎲 Spain blocked Polymarket and Kalshi over missing gambling licenses, giving prediction markets another regulatory headache.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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