Producer prices came in softer than expected this morning, stacking on top of yesterday’s CPI to make the Fed’s September hold look increasingly certain.
Workday jumped after Reuters reported Silver Lake is in talks to acquire it. Today’s edition covers the rate story, the chip recovery, and every name that moved.
Hidden Winner (Sponsored)
Every talking head will tell you to buy Apple, Amazon, or simply own the S&P 500.
But Whitney Tilson says one little-known company has quietly outperformed all three over the past decade.
Now, with Washington preparing to make a key decision affecting America's critical mineral supply chain, he believes this overlooked stock could be approaching another pivotal moment.
See the little-known company Whitney says investors should be watching.
*This ad is sent on behalf of Stansberry Research, 1125 N Charles St, Baltimore, MD 21201. If you would like to optout from receiving offers from Stansberry Research please click here.
Elite Trade Club Insider
$123.5 Million Sold After An Earnings Surge While A Biotech Fund Bought $34.9 Million At IPO
You’re looking at one software stock fresh off a huge post-earnings rally and one biotech that only started trading last week. Elite Trade Club Insider readers are seeing the distinction behind the dollar signs: an activist-linked fund just sold $123.5 million after the market aggressively rerated its winner, while a specialist healthcare investor committed $34.9 million at the IPO price before the first major late-stage trial reads out.
You’re reading the free version. Here’s what we held back.
Every day, insiders and institutions move millions before the market catches on. We surface the data behind those moves before the rest of the market sees it.
A subscription gets you:
The insider buys, options bets, and dark pool moves the free edition can't show you. Unlocked every weekday.
A Sunday Deep Dive that tells you where to look before Monday's bell rings.
The Friday Smart Money Brief: who bought, who sold, where the big options bets landed, and where institutions are hiding volume. Three data layers. One email.
A Monthly Insider Scorecard so you always know whether smart money is buying or selling the market.
Every past Insider edition, unlocked, on elitetrade.club. Go back and see what you missed.
$25/mo or $250/yr. 30-day money back guarantee. Cancel anytime. Founding member pricing: lock in $25/mo before we raise it.
Markets
July PPI came in below consensus, and between this and yesterday’s CPI, investors now see a 68% chance the Fed holds rates steady in September — up from 45% a week ago — with Treasury yields retreating to 4.647% and the rate-hike trade looking increasingly lonely.
Workday jumped as much as 30% intraday, its biggest single-day gain ever, after Reuters reported that Silver Lake is in talks to acquire the human-resources software company; the stock settled around 19% higher.
The PHLX Semiconductor Index entered a new bull market, up 20% from its July 29 bear market low in just 19 trading days — the shortest chip bear market since early 2020 — with South Korea’s Kospi gaining more than 3% for a second straight session on Samsung and SK Hynix strength.
Cisco fell 9% despite quarterly profit jumping 50%, after forward gross margin guidance came in at 65-66%, slightly below the prior quarter’s 66.3%; in this environment, any forward-looking crack in AI bullishness gets punished immediately.
DJIA [+0.13%]
S&P 500 [+0.65%]
Nasdaq [+0.81%]
Russell 2000 [+0.24%]
Infrastructure & Security
SanDisk Lays Out Its Next Generation of AI Storage
SanDisk used its 2026 Investor Day to unveil a new NAND technology roadmap, including higher-density BiCS10 flash and its High Bandwidth Flash platform, as the company positions storage as a larger part of the infrastructure needed for AI inference.
The company expects the enterprise data-center flash market to reach 1.2 zettabytes by 2030 and has already signed long-term volume agreements with eight customers covering roughly two-thirds of its projected fiscal 2028 bit shipments.
CrowdStrike Takes Its Security Push to Smaller Businesses
CrowdStrike is expanding Project QuiltWorks to small and midsize businesses, extending its framework for protecting AI models, applications, identities and infrastructure through distributors, cloud marketplaces and its global channel network.
The rollout moves CrowdStrike’s frontier-AI security strategy beyond large enterprises, giving smaller organizations access to coordinated protection as AI tools make sophisticated cyberattacks easier to create and faster to deploy.
Autos & Transportation
Ford and GM Warn Trade Changes Could Add Billions in Costs
Ford and General Motors are pushing back against proposed changes to the North American trade agreement that could add at least $2 billion in annual costs for each Detroit automaker.
The companies are particularly concerned about proposals requiring at least 50% U.S.-made content to qualify for lower tariffs, adding another cost hurdle as both manufacturers continue to adjust production and supply chains across North America.
Tesla Ends a Three-Year Labor Standoff in Sweden
Tesla has ended a nearly three-year labor dispute in Sweden after buying out striking workers, bringing one of the company's longest-running challenges to a close and further narrowing the gap with its opposition to collective bargaining agreements.
The move allows Tesla to maintain its labor policy while resolving a prolonged operational dispute in an important European EV market, where the company continued to sell and service vehicles throughout the strike.
Healthcare & Medical
OPKO Health Raises $125 Million Against Drug Royalties
OPKO Health expanded its financing relationship with HealthCare Royalty through a $125 million notes issuance backed by future royalty interests tied to mazdutide, a drug licensed to Eli Lilly for development in China.
The structure provides OPKO with fresh non-dilutive capital while preserving the longer-term upside from the mazdutide royalty stream, with total payments under the expanded financing capped at 1.5 times the amount funded.
Olema Adds a New Finance Chief During Its Oncology Push
Olema Pharmaceuticals appointed Jason O’Byrne as chief financial officer as the cancer-drug developer continues to advance its clinical pipeline and prepares for its next phase of corporate growth.
The move gives Olema a new financial lead as the company works across breast cancer and broader oncology programs, keeping capital planning and pipeline execution in focus during a key development period.
History Repeating Itself (Sponsored)
On August 15, 1971, Richard Nixon ended the gold standard—changing the value behind every dollar overnight.
Those who acted early positioned themselves ahead of a major shift, while others felt the impact over time.
Today, new discussions around monetary policy are drawing renewed attention from investors.
The 2026 Gold Guide explains what happened—and why it still matters.
Get the free guide now.
Banking & Finance
Thoma Bravo to Take Accelerant Private in $4 Billion Deal
Insurance-marketplace platform Accelerant agreed to be acquired by private equity firm Thoma Bravo in an all-cash deal that values the company at more than $4 billion, with shareholders receiving $20.25 per share — a 49% premium to Wednesday's close. Shares jumped 44% in premarket trading.
The deal is expected to close in the first half of 2027, and Accelerant canceled its scheduled earnings call in light of the announcement.
Brookfield Posts 15% Earnings Growth as It Advances Major Acquisitions
Brookfield Corporation reported 15% growth in distributable earnings per share for the second quarter, with consolidated net income of $703 million, after raising $98 billion of capital and deploying $100 billion year-to-date.
The alternative-asset giant also expanded its insurance platform by acquiring the U.K.'s Just Group, completed its acquisition of Oaktree, and won shareholder approval for a corporate simplification — leaving it with over $200 billion in deployable capital.
Technology & AI
Google Launches a Cheaper Gemini Model for AI Agents
Google launched Gemini 3.7 Flash, a new AI model built for software coding and automated business tasks, positioning it as a lower-cost option for companies building AI agents that can plan, use tools and complete multi-step workflows with less human involvement.
Google is offering introductory pricing at half the original cost of Gemini 3.6 Flash through year-end while immediately rolling the model into Gemini Spark for AI Pro and Ultra subscribers across more than 160 countries.
AMD Launches a $4 Billion to $5 Billion Debt Raise
AMD launched a four-part debt offering worth between $4 billion and $5 billion, giving the chipmaker additional financial flexibility as spending across AI infrastructure, data centers and semiconductor development continues to accelerate.
The offering includes senior unsecured notes maturing between 2029 and 2036, with AMD planning to use the proceeds for general corporate purposes, including repaying existing debt as it continues to expand its AI and data-center businesses.
Top Winners and Losers
FGI Industries [FGI] $11.72 (+141.65%)
FGI Industries makes toilets, shower systems, and plumbing fixtures sold through US retailers.
Q2 results released Wednesday evening showed gross margin expanding 530 basis points to 33.4%, a swing from an operating loss to a 4.4% operating margin, and non-GAAP EPS of $0.10 against expectations of a loss.
A kitchen-and-bath company that quietly fixes its margin structure in a tariff environment and reaffirms full-year guidance doesn’t usually triple. Today it did. Strong Buy rated.
Inno Holdings [INHD] $10.84 (+57.33%)
Inno Holdings was down 44% last week and is now up 57% this week. The producer manufacturing company has been cycling between sharp losses and sharp gains with no consistent fundamental anchor.
Thin float, erratic volume, and a positioning-driven price pattern that has repeated enough times this summer to be predictable. Today’s numbers: $10.84, +57%, 2 million shares traded.
Accelerant Holdings [ARX] $19.51 (+43.35%)
Accelerant Holdings is a specialty insurance platform that provides capacity to managing general agents — the small, specialized underwriting firms that write niche risks that larger insurers avoid.
The company reported Q2 results that beat expectations on combined ratio improvement and premium volume growth, and the stock reacted sharply. At $4.26B and rated Strong Buy, institutional repositioning on an earnings beat in insurance doesn’t wait for a second look.
Obsidian Therapeutics [OBX] $18.92 (-32.43%)
Obsidian’s Sentinel gene regulation platform uses small-molecule switches to control the expression level of gene therapies once they’re inside the body — a critical safety feature for cell and gene therapy programs.
The stock fell 32% following a clinical development update that raised questions about timeline and patient enrollment pace in its lead program.
At $1.17B, these are the sessions that test whether biotech investors stick with the platform thesis or rotate into more binary near-term catalysts. Strong Buy rated.
Cellebrite DI [CLBT] $10.80 (-29.18%)
Cellebrite makes digital intelligence software that law enforcement agencies use to unlock and analyze mobile devices.
The company reported Q2 results that disappointed on subscription revenue conversion — the business is transitioning from one-time licensing fees to a SaaS model, and the conversion timing is creating a quarter-to-quarter revenue gap that the market has little patience for.
Strong Buy rated at $2.69B.
Securitize [SECZ] $5.70 (-27.48%)
Securitize operates a blockchain-based platform for tokenizing and issuing digital securities, with BlackRock as a strategic backer.
The stock fell 27% after Q2 results showed that the institutional adoption of tokenized assets, while growing, is coming slower than the market had priced in at current valuations. Strong Buy rated at $930M.
Which quality do you value most in a company's board of directors?
Elon Backs AI (Sponsored)
While everyone was distracted by the SpaceX IPO, Elon Musk quietly started backing a NEW AI startup…
That has been called "the fastest-growing business in the history of capitalism."
Even though this has nothing to do with robots, self-driving cars, and rockets…
It's growing faster than Tesla… faster than SpaceX… and even 23 times faster than Nvidia.
Click here and Jeff Brown will give you its name, completely free of charge… and show you how to claim a stake for as little as $50.
Everything Else
📊 The "75% Rule" is how the best options traders lock in profits and cut risk at the same time and MarketBeat's Senior Options Strategist breaks it down in a free beginner's guide.
📈 The S&P 500 climbed to a fresh record high as softer producer inflation pushed traders to dial back expectations for another Federal Reserve rate hike.
💻 Databricks raised $5 billion at a $190 billion valuation, giving the AI and data company fresh firepower as it continues its rapid expansion.
🤝 AMS shareholders approved H.B. Fuller’s acquisition offer, clearing a key hurdle for the companies to move ahead with the deal.
🏎️ Monterey Car Week auctions could smash records with $500 million in sales as a new generation of younger collectors pours money into the classic car market.
🤖 DeepSeek released its official V4 Pro AI model as the Chinese AI company steps up its push for a bigger presence in the global market.
You Read This Far. Here's Where the Real Work Lives.
We run three live portfolios on Autopilot, and everything about them is public: every position, every allocation, every trade, visible the moment it happens.
We keep our own money in each one, because analysis you won't fund yourself is just content.
THE UNBREAKABLE STACK
Our growth book: durable software and cybersecurity names built to compound quietly for years.
THE HORMUZ PREMIUM
Our energy thesis: built for how that sector actually pays, over quarters, not headlines.
THE SQUEEZE
The defensive sleeve: staples and steady compounders, boring on purpose, built for the nights you'd rather sleep than watch futures.
And here's the part that makes it effortless: Autopilot does the trading for you. Connect the brokerage you already use (Robinhood, Schwab, Fidelity, and more) and every move we make gets mirrored in your own account automatically.
Your money never leaves your brokerage. It stays in your account, under your control, and you can override any trade or disconnect anytime. Autopilot even rebalances automatically when allocations drift, and you get a notification every time something happens.
No watching tickers. No timing entries. No fat-finger mistakes at market open. You pick the portfolio, we do the work, your account follows along.
Pick the one that fits your risk level, or run all three:
Live portfolios, real positions, our own capital at stake. Your funds stay in your own brokerage account. Past performance doesn't guarantee future results.
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
Click here to get our daily newsletter straight to your cell for free.
P.S. Just like this newsletter, it's 100% free*, and you can stop at any time by replying STOP.
