Oil Profits Surge, Manufacturing Breaks Out, and Power Infrastructure Keeps Climbing

One energy giant just showed how much this market still rewards exposure to higher oil prices, but the next quarter may get tougher from here. Another company posted the kind of growth that forces investors to rethink the whole valuation, while an infrastructure name keeps beating expectations fast enough to justify staying with the trend. We’ll show you where to hold steady, where to buy, and where strength still deserves respect.

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Futures are mixed after another record close, with traders balancing strong market momentum against stalled Iran talks and a massive earnings lineup. Big Tech is about to take center stage, while the Fed is waiting in the wings to keep everyone on edge.

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Earnings (Premarket):
• Coca-Cola Company (The) [KO]
• Novartis AG [NVS]
• Corning Incorporated [GLW]
• S&P Global Inc. [SPGI]
• BP p.l.c. [BP]

Earnings (Aftermarket):
• Visa Inc. [V]
• T-Mobile US, Inc. [TMUS]
• Welltower Inc. [WELL]
• Booking Holdings Inc. [BKNG]
• Seagate Technology Holdings PLC [STX]

Economic Reports:
• S&P Case-Shiller home price index (20 cities) (Feb.): 9:00 am
• Consumer confidence (April): 10:00 am

A CEO sold a combined $11.2 million worth of stock across three straight sessions. On the flip side, a healthcare giant saw a $2.7 million proposed sale and a fresh $201,300 buy from its CFO. The full breakdown is inside today’s Insider section.

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BP PLC (NYSE: BP) just delivered the kind of quarter oil bulls wanted to see. Underlying replacement cost profit came in at $3.2 billion, well above the $2.63 billion consensus, as the company benefited from what it called exceptional oil trading and stronger midstream performance.

With the Iran war keeping pressure on supply routes and crude prices elevated, BP is doing exactly what a major integrated energy name is supposed to do in this kind of backdrop.

The challenge is that some of the best news may already be in the numbers. BP said it expects upstream production to be lower in the second quarter because of seasonal maintenance and Middle East disruptions. Net debt also climbed to $25.3 billion from $22.18 billion at the end of last year, which matters for a company still trying to convince investors it can balance capital returns with discipline.

The stock has rallied hard already, up more than 57% over the past year, and now sits near its 52-week high. That makes this less about discovering a cheap energy name and more about deciding whether the geopolitical tailwind can keep overpowering the operational drag.

My Take For You: BP is executing well in a favorable tape, but this is a stock that now needs strong oil prices to keep doing some of the heavy lifting.

My Verdict: Hold, don’t chase. The risk is that lower upstream production and rising debt start to matter more once the war premium in oil cools.

Sanmina Corp (NASDAQ: SANM) posted the kind of quarter that makes the market stop treating it like a quiet contract manufacturer. Second-quarter sales came in at $4.01 billion, more than double the $1.98 billion reported a year ago, while diluted EPS from continuing operations rose to $1.70 from $1.16. For the six-month period, revenue climbed to $7.20 billion from $3.99 billion, with earnings also moving higher.

That is not a small beat or a technical bounce. That is real top-line acceleration, and the 14.6% premarket move reflects a market that is revaluing the business in a hurry.

When a company roughly doubles sales year over year and still expands earnings, investors start asking whether the old multiple was simply wrong. The stock had already been near a 52-week high before this print, which makes the reaction even more telling.

The main question now is durability. A quarter this strong invites bigger expectations, and once a stock starts getting repriced upward, it has to keep proving the growth is not just a temporary surge. But right now, the burden of proof has shifted in the right direction.

My Take For You: This is one of the cleaner earnings reactions in the group because the numbers are doing the talking. Revenue strength at this scale deserves attention.

My Verdict: Buy it. The risk is that expectations rise too fast and the next quarter fails to match the new growth narrative.

Talk of a major financial executive order is putting renewed focus on U.S. monetary policy.

Some analysts believe a shift like this could impact everything from savings to asset prices—including gold.

The last time a major policy change occurred, certain assets saw significant long-term moves.

Now, investors are watching closely for what may come next.

See what this could mean for gold

Solaris Energy Infrastructure Inc (NYSE: SEI) came in with the kind of quarter growth investors want from an infrastructure name tied to power demand. Revenue rose 55.3% year over year to $196.24 million, beating the $180.92 million consensus, while EPS of $0.44 easily topped the $0.26 estimate.

The company also outperformed on several operating metrics, especially inside Solaris Power Solutions, where revenue reached $128.54 million and adjusted EBITDA came in at $71.86 million, both above expectations.

That matters because SEI is no longer being judged like a sleepy industrial. The stock is up more than 243% over the past year, and the market is clearly treating it as a higher-growth infrastructure play with leverage to power demand and project activity. The 17.2% premarket jump says investors still think the earnings growth has room to run.

The valuation is the obvious catch. At roughly 121x earnings, this is not a forgiving stock. When you trade at that kind of multiple, good results are required, and great results are preferred. But unlike some expensive names, SEI at least has the current numbers to justify why people are still willing to pay up.

My Take For You: The stock is expensive, but the growth is still outrunning expectations. That keeps the bull case alive even after a huge run.

My Verdict: Buy the strength. The risk is that a premium multiple turns any slowdown in Power Solutions growth into a sharp pullback.

LendingClub is moving because the quarter was clean and the follow-through from Jefferies adds fuel. EPS came in at $0.44 versus $0.36 expected, revenue beat, loan volumes jumped 31% year over year, and credit trends improved. A price-target bump to $24 from $20 tells you the Street sees this as more than a one-quarter pop.

This is the kind of setup that works because the stock is still not expensive at roughly 15x earnings.

Dynatrace is higher because Starboard just walked into the story, and that changes the tone immediately. When an activist takes a major stake and starts pushing for margin improvement, lower sales and marketing spend, and bigger capital returns, the market listens. The company already approved a $1 billion buyback, and Starboard thinks it can return more than $2.5 billion over three years.

This is not just noise. It is a real pressure campaign on a software name that has been lagging where it should have been leading.

Rambus is getting hit because the quarter missed where it mattered. EPS came in at $0.63 versus $0.64 expected, revenue landed at $180 million against $189.7 million, and the market is clearly not giving it a pass on supply chain issues.

Yes, product revenue still grew 15% year over year and Q2 guidance implies some rebound. That is not enough today. This stock had already run hard, and once a high-multiple semiconductor name misses, investors stop being generous fast.

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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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