Records, Iran Uncertainty, and Fortinet’s Big Guidance Beat

Thursday looked like another clean breakout, until it wasn't. The session flipped direction mid-day and left a messy tape behind.

The stocks that made money and the ones that didn't are all below.

Airlines are under pressure to cut emissions, but long-haul planes still need liquid fuel.

That is why synthetic aviation fuel is becoming a serious market — and one small energy firm is trying to solve the biggest blocker: cost.

Its Iceland demo facility is set to test whether synthetic jet fuel can be made without oil or biological inputs.

Read the full story here

A major backer bought $34.7 million worth of shares across three straight sessions in a software stock down roughly 40% over the past year, while a 10% owner added another $2.2 million to a tiny biotech that has already surged more than 500%.

Insider readers get to see how this plays out under the hood and ways to actually take advantage of it.

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:

$25/mo or $250/yr. 30-day money-back guarantee. Cancel anytime. Founding member pricing: lock in $25/mo before we raise it.

The S&P 500 briefly hit a fresh all-time high before reversing as oil bounced back above $95 after trading below $100 earlier in the session, with Iran yet to respond to the U.S. deal proposal.

Fortinet jumped 22% after lifting its full-year billings guidance, leading the cybersecurity sector higher. Apple touched $290.33, a new all-time intraday high and its first record since December 2025. Jobless claims came in at 200,000 for the week, below the 206,000 estimate, signaling the labor market is holding up.

Amazon.com Inc (NASDAQ: AMZN) pharmacy just added the Ozempic pill to its kiosks and same-day delivery network. Ozempic treats Type 2 diabetes and is one of the most prescribed medications in the world.

Amazon already stocks Novo Nordisk's weight loss pill Wegovy and Eli Lilly's Foundayo. Every major GLP-1 pill on the market is now available on Amazon. Three blockbuster drugs. One delivery network. And same-day access for half the country.

Healthcare Becomes Habit

Amazon keeps stacking healthcare services on top of each other. One Medical for primary care. Pharmacy for prescriptions. Kiosks for instant pickup. Same-day delivery expanding to 4,500 locations by year-end.

Every layer makes the next one more useful. The pattern is deliberate. Each new drug and service pulls customers deeper into an ecosystem designed to support their entire health journey.

The Pharmacy Nobody Saw Coming

Amazon invested over $4 billion last year to triple its delivery options. It is targeting small towns and rural areas where pharmacy access has been shrinking for years. Adding the most in-demand medications in the country to that expanding network turns a convenient alternative into essential healthcare infrastructure.

Amazon started by delivering books. Then everything else. Now it delivers the drugs that millions of people depend on daily. The pharmacy business is no longer a side project. It is becoming core to what Amazon does next.

Whirlpool Corporation (NYSE: WHR) just slashed its year-end expectations roughly in half and stopped paying its regular cash returns to owners for the first time. Revenue came in below expectations.

Leadership directly blamed the Iran war and the energy price shock it triggered for pushing consumer confidence to record lows. When a company that has weathered multiple recessions suddenly takes such drastic steps, the message is loud.

Nobody Buys a Washing Machine When They Are Scared

Appliances are the ultimate confidence purchase. Nobody replaces a fridge or buys a dryer when they are worried about next month's energy bill. Rising costs, inflation, and war-driven anxiety have pushed American households into survival mode. Whirlpool sits directly in the path of that pullback.

You delay buying a new appliance when times feel uncertain. Multiply that decision across millions of homes, and Whirlpool's entire business feels the weight.

The Speed of the Decline Is the Story

Whirlpool started the year expecting a strong performance. That outlook collapsed in a matter of weeks as the conflict escalated and energy costs surged. The company went from confident to crisis mode faster than almost anyone anticipated.

That speed tells your full story. This is not a slow decline. It is a sudden shift driven by forces beyond Whirlpool's control.

You read this as a Whirlpool story, but the implications stretch across the entire consumer economy. When the company that puts machines in American homes starts sounding alarms, the rest of the industry should be listening.

That's the internal codename for the SpaceX IPO...

And right now... 21 of the largest banks are fighting over the $1.75 Trillion public listing. JPMorgan, Goldman, Morgan Stanley. The list is long.

The "winner" stands to make Billions in profits...

But I've found a way to help Main Street Americans get positioned before the SpaceX IPO.

Click here to claim your SpaceX "Access Code"

General Motors (NYSE: GM) is back in the spotlight, this time recalling over 40,000 containers of brake fluid due to contamination risks that could affect vehicle safety. While the recall itself is specific, the bigger issue is how often GM has had to deal with similar problems across different parts of its operations.

Frequency is what stands out here. One recall can happen to any automaker, but repeated issues start to raise questions about consistency and quality control at scale.

A Pattern That’s Hard to Ignore

GM has faced multiple recalls over time, and each one adds pressure on how the company is perceived. These are no longer isolated moments; they are beginning to form a pattern that is difficult to overlook.

You are looking at a company that keeps addressing problems rather than moving forward. That affects more than operations. It is starting to impact confidence among customers, regulators, and partners.

Trust Takes the Biggest Hit

Safety-related recalls carry more weight than minor issues. Even when handled quickly, they leave a lasting impression and shape how the brand is viewed. Rebuilding that trust takes far longer than fixing the problem itself.

GM is expanding into new areas, such as electric vehicles and advanced technologies. Consistency becomes even more important as the company moves into more complex systems and higher expectations.

You get a company being tested on execution, where long-term success depends not just on innovation but on getting the basics right every time.

Agilon Health [AGL] $60.66 (+117.81%)

Agilon surged on 10.46x volume after reporting earnings that reversed the market’s deeply negative expectations for its value-based care model.

The $463.98M health services company holds a Neutral rating but negative $24.46 EPS — this was a pure beat-and-recover trade after a badly oversold setup. Volume confirms institutional buyers stepped in hard.

Atara Biotherapeutics [ATRA] $9.93 (+92.82%)

Atara more than doubled on 1,087x relative volume after a clinical catalyst or partnership announcement shifted the thesis overnight on this $43.84M biotech.

At $2.91 EPS and a P/E of 3.59x, the stock was priced for failure before today. That kind of volume at that market cap is a complete repricing event.

Datadog [DDOG] $188.13 (+31.33%)

Datadog surged 30.91% on 4.29x volume after blowout Q1 earnings. The $66.37B observability platform beat on revenue and raised guidance, proving AI infrastructure spending is flowing directly into monitoring and analytics.

Strong Buy consensus with 635x P/E reflects growth expectations. Today’s results validated them.

Entrada Therapeutics [TRDA] $6.85 (-57.27%)

Entrada dropped 57.93% on 13.48x volume after a clinical trial failure wiped out the core thesis for its intracellular therapeutics platform.

The $622M biotech holds a Strong Buy consensus with negative $3.47 EPS. When a pipeline-stage drug fails at this scale, the stock prices it in immediately and completely.

Fastly [FSLY] $19.50 (-38.23%)

Fastly fell 38.79% on 5.16x volume after a revenue miss and weak guidance exposed just how competitive the edge cloud market has become.

The $3.02B platform carries a Neutral rating and negative $0.69 EPS. In a market rewarding AI infrastructure winners, Fastly is being left on the wrong side of the trade.

Planet Fitness [PLNT] $44.01 (-31.19%)

Planet Fitness shed 32.34% on 7.28x volume after earnings showed membership growth and margin trends disappointed a market that expected the low-cost gym model to be recession-proof.

The $3.44B consumer name holds a Strong Buy consensus with $2.62 EPS and 30% EPS growth. The selloff is a guidance problem, not a business problem.

The situation in Iran is escalating fast, not slowing down. Continued airstrikes, strained oil supply lines, and analysts warning of deeper economic fallout.

Gas prices are ticking up. Inflation could return with force. And stock- and bond-heavy portfolios may face serious exposure if conditions worsen.

That’s why many Americans are placing a portion of their retirement funds into physical gold — a time-tested asset during periods of uncertainty and global unrest.

Red State Gold Group's FREE Gold IRA Guide reveals how eligible IRA or 401(k) savings can be rolled into physical gold and silver.

Get your free guide today

Or call (888) 711-2433 for more information.

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.