PPI Surges, Chips Rebound, and Trump Lands in China with Jensen Huang

Wednesday offered investors a rare thing: a chip stock recovery and an inflation report that would've fit right in with late 2022.

PPI surprised, and the market processed both while Nvidia's Jensen Huang flew to Beijing as part of Trump's business delegation. Today's issue has the full picture.

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Six insiders at a manufacturing and infrastructure stock sold roughly $27.2 million after shares jumped more than 78% in a month, while a senior executive at a data storage giant sold another $5.0 million after an almost 900% one-year run.

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Chip stocks are bouncing back after Tuesday's inflation-driven selloff, with Nvidia, Micron, and Qualcomm all higher as their CEOs joined Trump's business delegation to Beijing for a two-day summit with Xi Jinping — a trip that signals the biggest diplomatic and commercial opening between the U.S. and China in years.

April CPI came in at 3.8%, above the 3.7% consensus. The PPI report was even more unsettling.

The combination of a hot CPI and a hotter PPI puts incoming Fed Chair Kevin Warsh in an uncomfortable position in his first week on the job, with rate cuts markets expected at the start of the year now clearly off the table for 2026.

PayPal Holdings (NASDAQ: PYPL) just launched a free training program for small businesses and simultaneously connected its platform to an AI assistant that handles invoicing, refunds, and daily operations on behalf of business owners.

The goal is to reach 25 million small businesses by 2030. This is PayPal trying to solve its biggest problem. Relevance.

The Identity Crisis Has Been Real

PayPal spent the last few years watching competitors eat into its core business from every direction. Apple Pay took mobile payments.

Stripe took developer integrations. Block took a small business point-of-sale. Shopify built its own payment rails. PayPal's role kept shrinking to just another checkout option.

This move is the clearest attempt yet to change that trajectory. You stop being replaceable when the business owner depends on your platform for operations, not just transactions.

25 Million Is Not a Number, It Is a Moat

If PayPal reaches even a fraction of that training goal, it builds relationships with millions of small businesses who now associate the brand with growth, not just checkout.

Each trained business becomes a deeper, more engaged customer.

You watch a company pivot from processing payments to powering how small businesses actually operate, and the strategic shift is unmistakable.

PayPal is betting that the path to survival runs through becoming essential, not just convenient.

Blackstone Inc (NYSE: BX) just abandoned a proposed $4 billion deal with one of Hong Kong's most indebted property developers. Blackstone was the most advanced bidder in the process.

It still was not enough.

Blackstone Rarely Loses

Blackstone is famous for getting deals done. It manages hundreds of billions in real estate globally. Walking away from an advanced negotiation this large is unusual.

The firm clearly decided that investing billions without meaningful control was not worth the risk.

That discipline deserves your attention. Blackstone wanted this deal badly enough to lead the process, but walked the moment the terms did not make sense.

What This Says About Blackstone's Standards

In a year where Blackstone has faced redemption pressure, credit concerns, and a falling share price, this walkaway sends a different kind of message.

The firm is not chasing deals out of desperation. It is walking away from those who do not meet its requirements.

You judge a company not just by the deals it makes but by the ones it refuses. Blackstone just proved it still says no when the structure is wrong, even when $4 billion is on the line.

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UnitedHealth Group (NYSE: UNH) just landed in a powerful position after a major U.S. law expanded how healthcare is accessed and paid for.

Changes to Health Savings Accounts, employer benefits, and telehealth coverage are pushing more people into structured, employer-backed healthcare systems.

That plays directly into how UnitedHealth is built.

This is not about short-term momentum. It is a structural shift that increases the flow of patients, prescriptions, and services through systems that companies like UnitedHealth already control.

A System Built for This Moment

UnitedHealth operates across insurance, pharmacy benefits, and care delivery through its integrated model. That means when more people enter employer-based plans, more activity naturally moves through their ecosystem.

What stands out to you is how this setup allows the company to capture value at multiple points, not just one. That positioning is hard to replicate. It turns scale into a long-term advantage.

A Bigger Direction Is Locking In

Healthcare is moving toward integrated, employer-driven models where coordination matters more than ever. Companies that control multiple layers of the system are gaining ground.

The direction is locking in.

What this leaves you with is UnitedHealth strengthening its position as a central player in how modern healthcare is delivered, where scale and integration define the winners.

Dreamland Limited [TDIC] $23.05 (+876.69%)

Dreamland is a Hong Kong event management company that announced a non-binding MoU with AI firm LinkFung Innovation to build an AI-powered image library platform.

The stock ran from $0.13 in April to above $20 today on pure momentum chasing a speculative AI pivot. The MoU is largely non-binding with no assurance a definitive agreement or project completion will occur.

This is a momentum trade, not a thesis — the retracement risk is as real as the run

Velo3D [VELO] $21.01 (+49.43%)

Velo3D reported Q1 revenue of $13.8 million, up 48% and beating estimates by 38%. EPS of -$0.20 crushed the -$0.49 consensus, and the company hit positive gross margin for the first time at 17.2%.

Add a $9.8M DoD contract and full-year guidance reaffirmed at $60-70M, and this is a real turnaround quarter.

Ouster [OUST] $34.17 (+26.09%)

Ouster reported Q1 revenue of $48.6 million, up 49%, with a record 12,600-unit shipment quarter across industrial, robotics, and smart infrastructure.

The Stereolabs acquisition added camera AI capabilities, and the Rev8 lidar family launched with early interest from Google and Volvo.

The $2.19 billion Strong Buy company is building a real Physical AI platform.

Black Rock Coffee Bar [BRCB] $7.65 (-30.26%)

Black Rock Coffee Bar reported Q1 EPS of $0.02, missing the $0.03 estimate by 33%, despite revenue growing 23.7%.

Raymond James cut the price target and the stock is now near its 52-week low, down 60% over the past year. Revenue is fine.

The profitability execution problem is what the market is actually trading.

Wix.com [WIX] $55.32 (-27.10%)

Wix reported Q1 EPS of $0.68 against a $1.26 consensus as non-GAAP operating income fell from $99.8 million to $27.8 million year-over-year. Revenue grew 14% but still missed estimates.

Management cited Israel's geopolitical headwinds. The stock hit a 52-week low. Profitable growth is what the market signed up for, not profitable collapse alongside growth.

Gilat Satellite Networks [GILT] $15.65 (-21.40%)

Gilat beat EPS with $0.18 against an $0.11 estimate but missed on revenue at $110.5 million versus $114.4 million expected, despite 20% year-over-year growth.

The market was looking for acceleration, not a slight deceleration, especially with satellite connectivity demand in the current environment.

Management held full-year guidance, but the print wasn't clean enough.

Tensions in Iran are rising, not easing. Airstrikes persist, key oil routes face disruption, and experts warn the economic consequences may intensify.

Fuel costs are already increasing. Inflation may surge again. And portfolios heavily tied to stocks and bonds could be vulnerable if things escalate further.

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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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