Good Afternoon! 

Hey, everyone. It's Adam from Elite Trade Club. Here’s what moved the market today.

Altcoin Predictions (Sponsored)

Bitcoin is booming. ETFs are breaking records.

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Markets

Wall Street declined on Wednesday after several bullish sessions, as investors digested the softer-than-expected inflation report and evaluated the latest trade talks between the U.S. and China.

  • DJIA [0.00%]

  • S&P 500 [-0.27%]

  • Nasdaq [-0.50%]

  • Russell 2k [-0.39%]

Market-Moving News

Power & Energy

Why Talen Energy (TLNE) Is Becoming a Must-Watch Name in the AI Power Race

Talen Energy Corp (TLNE) locked in a long-term nuclear power supply agreement with Amazon Web Services, securing a steady buyer for up to 1,920 megawatts from its Susquehanna plant in Pennsylvania through 2042.

The partnership makes Talen a key player in powering Amazon’s growing demand for carbon-free energy as AWS continues expanding its cloud and AI infrastructure. Shares of TLNE rose nearly 8% in premarket trading on the news.

For investors, this deal is more than just headline momentum. It signals long-term, high-margin revenue locked in through one of the most dependable corporate clients in the world. The guaranteed duration through 2042 gives Talen earnings visibility rarely seen in the utility sector, especially in the volatile power market.

What matters now is timing. Talen is transitioning from being a traditional energy supplier to becoming a tech-aligned infrastructure asset, and the market hasn’t fully priced in this shift yet. With Big Tech companies like Amazon and Meta scrambling for stable energy amid the AI boom, Talen is positioning itself as a premium partner.

Investors watching the energy-AI crossover should be asking if this is the inflection point for Talen. The expansion plans, including the potential for Small Modular Reactors, could unlock additional upside as regulations evolve.

For now, this deal transforms Talen from a quiet utility into a strategic tech enabler, and long-term investors may want to take notice.

Smart Money Moves (Sponsored)

Trump’s recent crypto announcement just triggered a major market shift—right as Bitcoin and ETFs hit fresh highs.

Institutional money is pouring in, but some of the smartest minds in crypto are looking beyond Bitcoin.

Now, 27 top insiders—co-creators of Tether, Solana, and THORChain—are revealing what comes next.

From hidden altcoin plays to major predictions, this is rare access to crypto’s elite.

Financials

UBS Buyback Plans Hit Hard as Swiss Reforms Shake Investor Confidence

UBS (NYSE: UBS) is under fire from investors after Switzerland proposed sweeping changes to capital requirements that could reduce the bank's ability to return capital and compete globally. The rules would require UBS to hold more capital and fully fund foreign operations, a direct response to systemic concerns following its emergency takeover of Credit Suisse.

Initially, markets welcomed clarity after months of regulatory limbo. However, sentiment quickly reversed as analysts began to evaluate the long-term implications. Several banks slashed their expectations for UBS's future buybacks, citing the new rules as among the most restrictive globally.

For investors, this raises concerns about the bank's flexibility. Many had viewed UBS as a stable post-merger opportunity with strong capital return prospects. Now, with planned payouts potentially being scaled back, attention shifts to whether these changes are already priced into the stock or if there's more downside ahead.

While UBS has criticized the proposals as excessive and out of sync with international norms, political support for reform is building in Switzerland. Early signals from lawmakers suggest a tough path ahead for any corporate pushback.

Despite the sell-off, the stock may offer value if the worst-case scenarios are already reflected in its price. But confidence will hinge on how much the final rules are softened and how UBS adapts its strategy under tighter capital constraints.

Midyear Market Map (Sponsored)

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Defense & Aerospace

Voyager Surges in NYSE Debut as Investors Chase Defense-Tech Growth

Voyager Technologies (NYSE: VOYG) made its public market debut with a strong opening, marking one of the most notable IPOs this year. The Denver-based defense and aerospace firm saw its shares more than double on the New York Stock Exchange, drawing immediate attention from both retail and institutional investors.

The company develops advanced systems for space, national defense, and satellite infrastructure. Its public listing attracted early support from heavyweight investors, such as Janus Henderson and Wellington Management, signaling broader confidence in the sector's growth outlook.

For those watching new IPOs, the strong opening day could suggest a renewed appetite for mission-critical tech firms with national security relevance. Public markets have been wary of early-stage tech stocks, but Voyager's strong entry reflects a more selective optimism, especially given the firm's ties to long-term defense and space contracts.

Institutional participation from the start signals longer-term stability in trading volumes. For investors looking to enter a fresh public company with federal contracts early, Voyager offers exposure to a fast-evolving corner of the aerospace market.

While future performance will depend on contract wins and execution, early enthusiasm gives Voyager a running start. Investor focus now turns to how the company scales operations post-IPO and whether it can sustain momentum beyond its first day on the NYSE.

Top Winners and Losers

Kazia Therapeutics Ltd [KZIA] $9.54 (+79.66%)

Kazia Therapeutics jumped after publishing preclinical data showing its lead drug, paxalisib, boosted immune response and tumor suppression in triple-negative breast cancer models.

XTI Aerospace Inc [XTIA] $5.05 (+65.57%)

XTI Aerospace rallied after appointing a prominent aerospace executive and aligning its VTOL strategy with national security goals outlined in President Trump’s fresh executive order.

Quantum Computing Inc [QUBT] $18.96 (+25.35%)

Quantum Computing Inc rose along with other quantum computing stocks after Nvidia’s CEO said the industry was nearing practical breakthroughs, suggesting accelerated progress.

Liminatus Pharma Inc [LIMN] $11.11 (-50.45%)

Liminatus Pharma shares fell sharply following a volatility halt. The stock debuted about a month ago and recently experienced a fivefold increase.

Xunlei Ltd [XNET] $4.95 (-22.82%)

Xunlei stock declined despite its investee Arashi Vision's IPO in Shanghai, as the lack of valuation details and rising losses overshadowed the news.

Tempest Therapeutics Inc [TPST] $7.47 (-15.88%)

Tempest Therapeutics dropped after announcing a dilutive $4.6 million direct offering priced below recent trading levels.

Next Crypto Boom (Sponsored)

ETFs are flooding crypto markets with institutional capital, and a new wave of opportunity is just beginning.

While most are focused on Bitcoin, 27 of the most trusted crypto insiders are tracking where the smart money is really going.

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Everything Else

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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