Peace Talks, the Dow Jumped, and March Ended Better Than It Started

Trump told the New York Post on Tuesday that they're "obliterating the s--t" out of Iran and won't be there much longer. It was the kind of day March had been refusing to give you for four straight weeks, and the market made up for lost time in a hurry.

Everything that moved, who led it, and what it actually means for April is all right below.

Earlier this year, a U.S. defense-linked consortium issued a request for proposals focused on nickel supply and processing capacity.

Now, one micro-cap subsea mining company has submitted a formal bid, putting itself into a supply chain conversation that’s growing increasingly urgent.

The backdrop: a push to secure domestic or allied sources of strategic materials used in advanced manufacturing and military systems.

It’s still early-stage, but this filing moves the story beyond a concept.

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*This communication is a paid advertisement published by Capital Gain Media Incorporated and does not constitute a recommendation, offer, or solicitation to buy or sell securities. Capital Gain Media Incorporated has been compensated by Deep Sea Minerals Corp. with four hundred thousand dollars (USD 400,000) plus applicable taxes for an ongoing marketing campaign, which includes the publication of this communication. This compensation constitutes a significant conflict of interest with respect to our impartiality. This communication is for entertainment and informational purposes only. Never invest solely on the basis of our communications. The owner of Capital Gain Media may buy or sell securities of this issuer for its own profit. Resource exploration and development is highly speculative and involves significant inherent risks. There is no guarantee that Deep Sea Minerals Corp will generate a return on investment. All forward-looking statements involve risks and uncertainties. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult a licensed financial advisor before making any investment decisions. For complete risk factors, refer to Deep Sea Minerals Corp.'s continuous disclosure documents available at www.sedarplus.ca.

Stocks surged today on the best day Wall Street has had since May, with the Dow jumping over 1,000 points after Trump told the New York Post the war "won't last much longer" and reports emerged that Iran's president is open to ending the conflict with guarantees. The Nasdaq led, tech finally caught a real bid after weeks of selling, and the VIX dropped 17% as fear took a rare back seat.

Oil stayed elevated with Brent above $118 after Iran struck a Kuwaiti tanker in Dubai waters, a reminder that the war is not over yet, even as the market priced in a version where it might be soon. Ten out of eleven S&P sectors closed green, and it was the first genuinely broad rally since the conflict began on February 28.

Amazon (NASDAQ: AMZN) just signed a deal to provide satellite internet on 500 Delta Air Lines planes starting in 2028. This is the company's second major airline partnership, following its partnership with JetBlue last year.

Amazon's Leo satellite network is still in its early stages, with just over 200 satellites launched so far. But the contracts keep coming before the service has even officially gone commercial.

This Is Not About Wi-Fi

In-flight internet sounds like a convenience feature. For Amazon, it is something much bigger. Every connected plane becomes a potential gateway to its cloud services, streaming platform, and retail ecosystem.

Delta already uses Amazon Web Services for its cloud computing. Adding satellite connectivity deepens that relationship across an entirely new layer. You start to realize this is not an internet company selling Wi-Fi. It is a platform company using connectivity to pull an airline deeper into its orbit.

Another Front in the Amazon Empire

Shopping. Cloud. Advertising. Streaming. Groceries. And now satellite internet for airlines. Each new business feeds the others. Each one makes the overall ecosystem stickier and harder for competitors to match.

You step back far enough, and Amazon stops looking like a company that enters new markets. It looks like a company that absorbs them.

The Carlyle Group (NASDAQ: CG) is buying a majority stake in MAI Capital Management at a valuation exceeding $2.8 billion. MAI manages over $72 billion for high-net-worth individuals, ultra-wealthy families, and family offices. Carlyle has been connected to the firm since 2021 through a previous investment. Now it is taking full control.

Carlyle Sees a Multi-Decade Opportunity

Wealth management is undergoing a massive wave of consolidation. Independent advisory firms are being scooped up by larger platforms that can offer more services, better technology, and deeper resources. Carlyle is betting that this trend has decades left to run.

You follow the money flowing into wealth management acquisitions right now, and the conviction across private equity is unanimous. This industry is only getting bigger.

The deal signals something bigger about your understanding of Carlyle's direction. This is a firm increasingly drawn to financial services businesses with sticky client relationships and predictable revenue.

A Platform Built to Grow

MAI already operates at a serious scale. Carlyle's capital and operational resources give it fuel to expand further through acquisitions, new services, and geographic reach. In wealth management, scale attracts more advisors, which attracts more clients, which builds more scale.

You rarely see a private equity firm take a second bite at the same company unless it believes the best growth is still ahead. Carlyle clearly does.

Operation Epic Fury hit over 2,000 targets in just 96 hours — and exposed a critical dependency: titanium.

Every stealth bomber, missile, and drone relies on it. Yet the U.S. imports 95% of its supply, while China dominates global production.

Project Blue warns a supply crunch is coming — aerospace and defense first.

A new North American discovery shows promise:

With infrastructure ready and a maiden resource estimate expected in 2026, this could reshape the supply chain.

Get the full breakdown

Eli Lilly (NYSE: LLY) just agreed to buy Centessa Pharmaceuticals for up to $7.8 billion. Centessa develops experimental drugs for narcolepsy and excessive daytime sleepiness.

This is the third acquisition Lilly has announced this year. The money printed by Zepbound and Mounjaro is being invested in an aggressive expansion into entirely new areas of medicine.

The Sleep Market Is Massive and Wide Open

Narcolepsy and related sleep disorders affect millions of people who currently have limited treatment options. The market for these new drugs could reach $15 billion to $20 billion even if only a quarter of eligible patients seek treatment. That ceiling gets much higher if the drugs prove useful in conditions beyond sleep.

Lilly is not buying into a crowded space. It is buying into one that barely exists yet. You rarely see a pharmaceutical company this large move this early into a category with that kind of upside.

Neuroscience Was Always in Lilly's DNA

Lilly introduced Prozac in 1987, and it changed psychiatry forever. The company already sells an Alzheimer's treatment. Adding sleep-wake biology deepens a neuroscience franchise that stretches back nearly four decades.

You connect the Prozac legacy, the Alzheimer's drug, and now a $7.8 billion bet on the brain's wakefulness system, and the picture snaps into focus. Lilly is not diversifying randomly. It is building a neuroscience powerhouse with the obesity windfall funding for every move.

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Apellis Pharmaceuticals [APLS] $40.26 (+135.58%)

Apellis makes treatments for rare complement-driven diseases, and the stock more than doubled on Tuesday after reports surfaced that a major pharmaceutical company is in advanced acquisition discussions with the company.

At a $2.18 billion market cap with a Buy rating, this was a real institutional move in a real company with a proven commercial asset, not a retail momentum trade. Volume ran at nearly 29x average, which tells you the smart money was moving fast and in size once the news hit.

Texxon Holding [NPT] $7.48 (+56.81%)

Texxon is a distribution services company that surged 64% on volume running at over 42x its average daily pace, which is the kind of number that demands attention even without a clean news catalyst attached.

At a $173 million market cap and a price above $5, this clears the bar as a real name worth watching, though the extraordinary relative volume with no major announcement means you're looking at a momentum trade that found a thinly traded name on a big green day for the market.

Aehr Test Systems [AEHR] $37.08 (+23.13%)

Aehr makes semiconductor testing equipment used in the production of chips for electric vehicles and power electronics, and the stock jumped as the broader tech and semiconductor sector finally got the relief rally it had been waiting for all month.

At a $1.14 billion market cap with a Buy rating and volume running at nearly 2x average, this was institutions buying into a beaten-down sector on the first genuine peace signal the market has seen in weeks.

Phreesia [PHR] $8.38 (-26.60%)

Phreesia makes patient intake and healthcare payments software, and the stock dropped hard after reporting quarterly results where both revenue growth and forward guidance came in below what analysts had been expecting.

At a $504 million market cap with a Strong Buy rating going into the print, there was real institutional ownership on the line, and volume running at nearly 7x average tells you the exit was swift and not gentle. Missing guidance when you carry a premium growth multiple is the kind of thing that reprices a thesis in a single session.

Greenland Energy [GLND] $8.75 (-22.29%)

Yesterday's 43% winner is today's 21% loser, which is exactly the kind of whipsaw that happens when a small energy name gets caught in a momentum trade tied to oil headlines.

Peace signals from both Trump and Iran sent oil lower, and Greenland Energy, which surged Monday on supply disruption fears, gave back a significant chunk of those gains just as fast. At $231 million in market cap, there isn't enough fundamental anchor to hold the stock steady when the narrative flips overnight.

T1 Energy Inc. (TE) $4.43 (-21.09%)

T1 Energy is a producer manufacturing company with a $1.2 billion market cap that dropped 21% on a day when the broader market was up hard, which makes this a company-specific story rather than a macro trade.

Strong Buy rated heading into Tuesday, volume ran at more than 2x average, and a drop of this size on a green tape day means whatever news drove it hit investors where it hurt. When a billion-dollar company falls 21% while the Dow is up 1,000 points, something went wrong at the company level.

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— Adam G.
Elite Trade Club

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