A psoriasis drug delivered standout Phase 3 results, a LiDAR maker partnered with NVIDIA and secured a key role in autonomous-vehicle platforms, and an advanced nuclear project won federal backing. Meanwhile, leadership exits and pipeline setbacks weighed on sentiment.
Market Alignment Phase (Sponsored)
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Markets
U.S. stocks rose as a powerful rally in AI and chipmakers, fueled by upbeat product news and surging demand signals out of CES, helped offset weakness in energy shares and pushed the Dow to a record high.
DJIA [+0.99%]
S&P 500 [+0.62%]
Nasdaq [+0.65%]
Russell 2k [+1.32%]
Market-Moving News
Housing Market
TPG Goes All In on America’s Renters
TPG (NASDAQ: TPG) is making a bold move in U.S. housing by taking majority control of Quarterra, the rental platform, and committing another $1 billion to scale it fast.
Quarterra is not just apartments on a map. It is a fully operational machine with development teams, capital discipline, and a pipeline focused on suburban rental communities for middle-income households. When you look closely, you see why TPG wanted control, not exposure.
Renting Stops Being a Phase
Homeownership has drifted out of reach for millions. High prices, high rates, and limited supply are pushing people to rent longer than ever.
Quarterra’s Emblem Communities target exactly that gap. These are renters who want space, stability, and affordability. If you are watching demand trends, this is where pressure continues to build.
Control Beats Passive Capital
By owning the platform, TPG controls how capital is deployed, paced, and scaled. This is not about buying scattered properties and hoping for rent growth.
It is about building repeatable communities over time, attracting co-investors, and turning housing into an operating business rather than a trade.
For TPG, this is a clean read on the future. Americans are renting longer, suburbs are filling faster, and scale wins.
This deal turns housing stress into a multi-year growth engine, and if you are paying attention, it is a landlord play built for the long haul.
Automobiles
Six Years Later, the Core Business Fires Back
Ford Motor Company (NYSE: F) just closed 2025 with its strongest U.S. sales year since 2019, a milestone that quietly resets the story around the company.
Ford sold 2.2 million vehicles in the U.S., up 6% year over year, and this was not a late surge or a lucky quarter. It held together all year.
That consistency matters. After years of supply shocks, pricing swings, and EV uncertainty, Ford delivered steady volume in the market that still defines its business.
Trucks Still Pay the Bills
The backbone of this comeback is familiar. F Series trucks and large SUVs continued to carry the load, proving once again where Ford’s real power lies.
At the same time, hybrids picked up the slack as full-EV demand softened.
That balance let Ford protect volume without forcing buyers into products they were not ready to commit to, and if you look at buyer behavior, that restraint shows discipline.
Execution Beats the Noise
Ford’s sales strength came despite real disruptions. Fires at a key aluminum supplier disrupted pickup production, but the company responded quickly by shifting output and expanding capacity at Michigan plants.
This was not a flashy reinvention. It was execution, scale, and product mix lining up again, and as 2026 opens with uncertainty, Ford looks steadier than it has in years.
Critical Moment (Sponsored)
The man who predicted the 2008 crash and 2020 says today's soaring markets are NOT a bubble - they're something far stranger and more dangerous.
He says it's about to change everything you know about money.
Full story here.
Aerospace
Lockheed Just Flipped the Missile Switch to Full Power
Lockheed Martin (NYSE: LMT) has locked in one of the most powerful production agreements in its history, securing a long-term U.S. Defense Department commitment that will triple the output of its Patriot PAC-3 MSE interceptor missiles.
Production is set to jump from about 600 missiles a year to as many as 2,000, with demand effectively locked in for the next 7 years.
This is not a surge order; it is a structural reset in how Lockheed plans its defense business, and if you are looking at the long game, this is the kind of shift that changes how capacity, margins, and priorities get built from the ground up.
Guaranteed Demand Unlocks the Factory
Missile manufacturing is expensive and slow to expand without certainty. This deal gives Lockheed exactly what it needs: visibility.
With demand locked, the company can expand factories, automate production, secure suppliers at scale, and hire skilled labor without worrying about sudden order drops.
That stability drives efficiency, lowers unit costs, and turns missile production into a smoother, more profitable machine.
Missiles Take Center Stage
Missiles and fire control are already one of Lockheed’s cleanest businesses. Scaling it further smooths revenue, improves margins, and reduces reliance on irregular platform contracts.
More importantly, it lets you see how Lockheed can plan years ahead instead of reacting quarter by quarter. In a world racing to rearm, this deal plants Lockheed squarely at the center of the next defense cycle.
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Top Winners and Losers
Alumis Inc [ALMS] $16.25 (+95.55%)
Alumis skyrocketed after its oral TYK2 inhibitor envudeucitinib succeeded in two Phase 3 psoriasis trials, delivering high skin-clearance rates that analysts said could rival biologic therapies.
Aeva Technologies Inc [AEVA] $17.59 (+34.38%)
Aeva surged after its 4D LiDAR technology was selected for NVIDIA’s DRIVE Hyperion autonomous-vehicle platform, strengthening its position as a key sensor supplier to global automakers.
Terrestrial Energy Inc [IMSR] $9.11 (+30.33%)
Terrestrial Energy rose after signing a U.S. Department of Energy agreement to advance its molten-salt reactor pilot project, a key step toward commercial deployment of its next-gen nuclear technology.
Instil Bio Inc [TIL] $6.66 (-45.81%)
Instil Bio fell after its Axion subsidiary discontinued development of cancer drug AXN-2510 and terminated its licensing deal, returning all rights to its former partner.
AngioDynamics Inc [ANGO] $11.44 (-13.53%)
AngioDynamics dropped despite beating earnings estimates after longtime CEO Jim Clemmer unexpectedly announced his retirement, creating leadership uncertainty.
McGraw Hill Inc [MH] $14.84 (-10.92%)
McGraw Hill slipped after the company announced its CEO will retire next month, with a new chief executive set to take over in February 2026.
Trivia: Which company was the first to reach a $1 trillion market capitalization?
The Defense Plan (Sponsored)
Foreign powers are challenging the dollar while global tensions continue to rise.
Markets reward preparation, not hesitation, during moments of political and economic stress.
Savings left unprotected often take the hardest hit when volatility accelerates.
This Patriot’s Tax Shield shows how physical gold has historically helped investors protect purchasing power.
A free Wealth Protection Guide breaks down how Trump’s vision could create renewed momentum for gold.
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Everything Else
US officials are scrambling to sort Nvidia licenses for China, but nobody’s willing to put a ship date on it yet.
Chevron tankers are heading toward Venezuela with U.S. forces nearby, adding a geopolitical edge to the oil flow.
AWS and Aumovio are doubling down on AI-powered self-driving tech, pushing autonomy from demo to development grind.
Morgan Stanley is lining up Bitcoin and Solana ETFs, another sign Wall Street is done pretending crypto is a phase.
Meta is slowing the global rollout of Ray Ban Display glasses as U.S. demand drains supply faster than expected.
Gold crept closer to record highs as geopolitical nerves sent investors back to safety mode.
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!
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Best Regards,
— Adam G.
Elite Trade Club
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