Space Rumors, Energy Heat, and a Drug Trial That Missed the Mark

One stock is flying on takeover chatter, one is catching a clean boost from the latest energy scare, and one just got flattened by the kind of biotech headline nobody wants to read before breakfast. We’ll show you where a small momentum trade may work, and where the smarter move is to keep your hands in your pockets.

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.

[View the Report]

*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.

Futures are stumbling after Trump made it clear the Iran fight may drag on for weeks, and traders are not exactly sending thank-you notes. Oil is back to being the loudest thing in the room, so this morning feels more like brace yourself than buy the dip.

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Earnings (Premarket):
• Acuity Inc. [AYI]
• Lindsay Corporation [LNN]
• AngioDynamics, Inc. [ANGO]
• Namib Minerals [NAMM]

Economic Reports:
• Initial jobless claims (March 28): 8:30 am
• U.S. trade deficit (Feb): 8:30 am

Fed Speakers:
• Dallas Fed President Lorie Logan speaks: 10:15 am

Globalstar, Inc. [GSAT] is ripping because the market heard Amazon may want it, and that is the kind of rumor that turns a quiet satellite name into the loudest thing on the screen. It makes sense too. Amazon is still trying to bulk up its space internet plans, and buying an existing satellite operator would be a whole lot faster than building every piece from scratch while the clock keeps ticking.

What makes this one extra messy is that Globalstar already has Apple sitting in the picture, so this is not exactly a simple two-person dance. There are enough moving parts here to keep the rumor mill fed for a while, which means the stock could stay jumpy every time a new headline hits. That is good for excitement, less good for anyone hoping for a peaceful week.

For regular investors, this is really a headline trade until something firmer shows up. If Amazon wants it badly enough, there is upside. If talks drag or fizzle, the stock can cool off fast.

My Take For You: Treat it like an M&A rumor rocket. Small size only, and do not chase a giant gap like it owes you money.

My Verdict: Real excitement, real optionality, real risk. Fun trade, not a calm investment yet.

Venture Global Inc. [VG] is moving higher because the market heard Iran, oil, and natural gas in the same sentence again and immediately started shopping for U.S. energy exposure. That tends to happen when geopolitical stress makes traders imagine tighter supply, fatter margins, and a world where American exporters suddenly look extra popular at the party. Venture Global fits that mood nicely, so here we are.

The appeal is pretty straightforward. If global energy nerves stay elevated, this name gets to enjoy the kind of attention that makes investors forgive a lot and ask fewer questions. The company is already tied to the LNG story, and when fuel prices start jumping, anything with export torque suddenly feels more important. In markets like this, subtlety gets tossed out the window and leverage to the theme becomes the whole show.

The danger is that this trade can cool off the second headlines cool off. If the conflict rhetoric eases, some of the hot money could disappear just as fast as it arrived. That does not make the business bad. It just means this move may be more about the moment than a brand-new long-term revelation.

My Take For You: Fine for a small momentum trade if energy stays hot, but do not confuse geopolitical adrenaline with guaranteed upside.

My Verdict: Strong setup while the headlines stay messy. Good trade, but keep one hand near the exit.

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Immunovant Inc. [IMVT] is getting smacked because both Phase 3 studies missed the main goal, and biotech investors are not known for giving out participation trophies. The company can point to decent safety, some signals during the higher-dose stretch, and future hope around the next program, but when the headline says failed primary endpoint, the stock usually does not wait around for the footnotes. It heads for the door and takes the chair with it.

That is what makes this kind of drop so brutal. There are still smart people who can argue the data was not a total disaster, and maybe they are right. But the market wanted a clean win, not a well, there are some interesting details if you squint. In biotech, nuance is lovely for conferences and not always great for opening bell.

The silver lining is that the company still has another asset moving forward, so this is not automatically a total wipeout story. But the burden just got heavier. Now it has to rebuild confidence the hard way, with future data and fewer excuses.

My Take For You: Do not rush in just because it is down big. Let the dust settle and see whether buyers show up for the next chapter, not the old one.

My Verdict: Damaged story for now. Maybe interesting later, but today is for caution, not heroics.

Rezolve AI is getting knocked back because matching earnings is nice, but missing revenue is like showing up to dinner with shoes and no pants. Investors clearly wanted more proof that the AI story is turning into real sales, not just a cool label on the box.

The stock has had a big run already, so when revenue comes in light, traders get a lot less patient and a lot more dramatic.

Quanta Services is backing off because the market seems to be doing the classic great company, expensive stock routine. The long-term setup still looks strong, but when a name has run this hard, even a perfectly fine analyst note can land like a reminder that maybe everyone already got the memo.

This feels less like panic and more like valuation gravity doing its thing after a monster climb.

CF Industries Holdings is catching another bid because the Iran mess is still making fertilizer traders act like supply chains are on fire. When ammonia and urea prices jump, this name tends to get dragged higher with them, and right now that theme still has plenty of fuel.

The move makes sense, but it is also very headline-driven, which means it can turn just as fast if the geopolitical temperature cools off.

Oil has moved above $100 a barrel as tensions in the Middle East continue to reshape expectations across global energy markets.

While daily headlines can drive sharp swings, the bigger story may be what higher crude prices mean for select energy companies with strong cash flow and operating leverage.

Zacks has outlined three oil stocks that may be well positioned if elevated prices persist.

Read the report.

*The results listed above are not (or may not be) representative of the performance of all selections made by Zacks Investment Research's newsletter editors and may represent the partial close of a position. Access grants you a comprehensive list of all open and closed trades.
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Best Regards,

— Adam Garcia
Elite Trade Club

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