Monday felt like the calm before several storms, with everyone politely pretending otherwise. 

A big election, a big earnings report, and a surprisingly big shift in what investors want to own all pulled for attention at once, and none wanted to share the spotlight. Find out which of them actually moved the needle today, and which didn’t.

Washington now treats America's reliance on foreign metal suppliers as a national security problem. Much of that supply is processed in China.

Who holds the supply?

High-heat alloys for rockets. Rare earth magnets for satellites. Lithium, nickel and graphite for batteries. Motors and magnets for robots.

Get the report and ticker.

One small company holds that supply, still around $5 a share, and it is no household name.

I want this company's name.

*This ad is sent on behalf of Guardian Financial Publishing LLC, doing business as Stable Financial Publishing, 1013 Centre Road Suite 403-D, Wilmington, DE 19805. Nothing here is investment, financial, legal, or tax advice, and it is not a recommendation or solicitation to buy or sell any security. Investing involves substantial risk, including loss of principal; past performance (including the Nvidia figures cited) does not guarantee future results. Analyst price targets are from published third-party research as of September–October 2026, are not forecasts by Stable Financial Publishing, and may change. Spending figures are third-party projections. Nvidia is a trademark of NVIDIA Corporation. References to Nvidia, Google, Meta and OpenAI are for informational purposes only; Stable Financial Publishing is not affiliated with, endorsed by, or sponsored by any of them. Stable Financial Publishing, its owners, employees and contributors may hold positions in securities mentioned and may trade them at any time. If you no longer wish to receive these offers. Privacy: https://guardian.pub/privacy-policy/ · Terms: https://guardian.pub/terms-of-service/

Voters head to the polls Tuesday for the midterms, with Friday’s jobs report lurking right behind them. Apple reports after the bell, its first under new CEO John Ternus, and the big question is how hard soaring memory prices will pinch margins.

October also produced the widest gap between the equal-weight S&P 500 and the regular version since 2009, as AI jitters pushed investors toward basics. 

Factory activity grew for a tenth straight month, though construction spending fell 1.9% in September, a reminder that not everything is humming.

Oil fell more than 7% on hopes of renewed U.S. and Iran talks, its biggest drop in months, and gasoline futures sank to their lowest since August. Oracle had to pay up to sell $10 billion of bonds.

Tesla’s vehicle registrations in Portugal climbed 186.1% to 412 in October, with sales through October also rising sharply to 9,673 vehicles, up 62.5% from a year earlier and extending growth beyond the latest monthly increase.

JetBlue launched daily nonstop flights from Fort Lauderdale to Indianapolis and Columbus, expanding its East Coast leisure network with Airbus A320 service as the airline prepares its largest winter schedule at the Florida airport, covering 61 nonstop destinations.

Versant expanded MS NOW’s streaming membership to connected televisions, offering live coverage without a cable subscription on Roku, Apple TV, Samsung, Google TV and Amazon Fire TV for $7.99 monthly, alongside full episodes available on demand.

Alphabet launched a €6 billion bond sale in Europe, drawing more than €17 billion in demand across 7 offerings with maturities ranging from 2 to 19 years, with proceeds intended for general corporate purposes, including potential debt repayments.

Kimberly-Clark completed its acquisition of Kenvue, combining major personal care and healthcare brands including Huggies, Tylenol, Kleenex and Listerine, creating a portfolio with 10 billion-dollar brands while maintaining its target of approximately $2.1 billion in annual cost and revenue benefits.

ADM opened a marketing office in Nairobi to serve East Africa, expanding access to food and feed ingredients through local merchandising, storage and distribution services that connect customers in a region of more than 500 million people with its global network.

When the U.S. left the gold standard in 1971, the rules of money changed almost overnight.

Today, with inflation concerns, heavy central-bank gold buying, and questions around the dollar, some investors are taking another look at physical gold for retirement diversification.

This free guide explains the history, the risks, and how eligible retirement funds may be used for gold without triggering an immediate taxable distribution.

See How Retirement Investors Are Adding Physical Gold Before the Next Big Shift

*Reagan Gold Group does not provide financial, legal, or tax advice. This information is for educational purposes only and should not be considered investment advice. All investments carry risk, including loss of principal. Past performance is not indicative of future results. Consult your licensed financial advisor before making investment decisions.

Dr. Reddy's secured tentative FDA approval for its generic HIV-prevention injection, supporting access across 120 lower-income countries, with twice-yearly treatment expected to cost $40 annually and initial supplies planned for some countries before the end of 2026.

Omnicom appointed Tom Schwenger CEO of its health marketing business, bringing in the former Veeva executive to replace Dana Maiman and oversee global agencies serving pharmaceutical, biotechnology and consumer healthcare clients.

Narragansett Bancorp began Nasdaq trading following an approximately $91 million initial public offering, completing BayCoast Bank’s corporate ownership reorganization while its mutual holding company retains control of the regional lender.

GeoPark completed its Venezuela entry through a 25-year production agreement, securing a 65% interest in the Bare Block and assuming responsibility for development spending, while Grupo Gilinski became its controlling shareholder with about a 56.3% stake.

MindForge [MF] $11.49 (+37.60%)

MindForge, the Beijing-based firm selling digital promotion and risk-assessment services to insurers, leaped on just 77,000 shares, a quiet stampede if there ever was one. It was already climbing last Friday from $8.35.

Revenue has been shrinking, and a few big customers drive most of it, which makes this a momentum story rather than a fundamentals one.

Perion Network [PERI] $11.41 (+31.15%)

Affle agreed to buy Perion for $11.70 a share in cash, about $420 million, and the stock scampered up to within 29 cents of the offer; market shorthand for the deal will close.

The price is a 34.5% premium to Friday’s close, with completion expected in early 2027. Perion can still shop for a better bid until December 11.

Universal Logistics Holdings [ULH] $28.54 (+26.34%)

Universal Logistics keeps shifting into a higher gear. Third-quarter earnings of $0.69 a share crushed the $0.32 consensus, revenue of $394 million edged past estimates, and the stock is now up nearly 64% in two sessions.

Analysts’ average price target of $15 suddenly looks like a typo. Volume stayed thin, so the ride may be bumpy.

Once Upon a Farm [OFRM] $9.44 (-37.15%)

Once Upon a Farm recalled its Tractor Wheels soft-baked bars late Friday over a possible choking hazard for toddlers after three consumer complaints, and Wall Street was not in a forgiving mood.

Volume ran roughly 22 times normal. For a baby food brand built on parental trust, a toddler safety recall is the one headline it can least afford.

Precigen [PGEN] $5.14 (-25.94%)

Precigen got elbowed by a rival.

Inovio won FDA approval for a competing treatment for recurrent respiratory papillomatosis, the rare airway disease that Precigen’s Papzimeos treats, and Inovio’s stock rocketed while Precigen gave back about a quarter of its value.

Investors now have to price in a challenger in what had been a one-horse race.

Sigma Lithium [SGML] $5.21 (-25.57%)

Sigma Lithium kept sliding, shedding another quarter of its value on volume roughly 13 times normal, with 18.7 million shares changing hands.

It has been a rough stretch: JPMorgan and BMO both downgraded it in early October, and the last report missed badly, with $54.7 million in revenue against $68.3 million expected. Lithium bulls are running low on patience.

Something new is plugging into the power grid and draining it — something that can devour the electricity of 100,000 homes at once, likely being built in your state right now.  

In some states, bills are already up 20% in a year, and James Altucher believes that's just the start.  

So he's identified the one company in prime position to facilitate a plan that’ll let you flip this rate hike into a profit. 

Get the details in James' FREE briefing 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

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