Tehran Got a Proposal, Wall Street Got a Rally, and Arm Got a New Business Model

Oil slipped below $100 for the first time in days after reports that the U.S. had sent Iran a formal peace proposal, and the market took that as its cue to push higher across the board.

Iran's rejection of the offer and its own five-point counteroffer gave investors pause, but not enough to reverse the gains.

Today's Closing Bell has the diplomacy, the chip announcement that stole the afternoon, and every name worth knowing.

Earlier this year, a U.S. defense-linked consortium issued a request for proposals focused on nickel supply and related processing capacity.

One micro-cap subsea mining company has now responded with a formal bid, positioning itself within a supply chain conversation that has become increasingly urgent.

The backdrop is a growing push to secure domestic or allied sources of strategic materials used in advanced manufacturing and military systems.

It is still an early-stage story, but the filing marks more than a concept on paper.

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*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.

Stocks rose on Wednesday after reports that the U.S. had delivered a formal peace proposal to Iran via Pakistan, with oil pulling back below $100 on hopes that the weeks-long energy disruption might finally have an off-ramp.

Iran rejected the proposal and countered with its own five-point plan that includes control over the Strait of Hormuz, which helped fade the early rally from its highs, though stocks still finished solidly in the green.

Tech led the charge with Nvidia, AMD, and Intel all climbing, and Arm Holdings had its best session in months after unveiling its first in-house chip.

The two sides remain far apart, but the market is currently trading on direction, not destination, and Wednesday's direction was firmly up.

Boeing (NYSE: BA) just got FAA approval to increase the maximum takeoff weight for its 787-9 and 787-10.

That means airlines can carry more passengers and more cargo, or fly longer distances, with the same aircraft. No new plane required. No redesign.

Just more capability on top of what already exists.

In airline economics, a few extra tons or a few hundred nautical miles is often the difference between a route making money or quietly disappearing.

Growth Without Starting Over

The upgrade applies to aircraft already in production. Boeing can deliver better performance without the cost, delay, or risk of launching a new program.

Airlines get the flexibility to activate the higher weight when routes and economics justify it.

You do not hear about moves like this very often because they lack the drama of a new aircraft launch. But this is Boeing strengthening its competitive position without spending billions.

Smart Beats Loud

Step back, and this is Boeing doing something quietly brilliant. Instead of chasing headlines with new designs, it improved what already works.

Gave airlines more ways to make money. And strengthened its position where it matters most, without a single new blueprint.

American Express (NYSE: AXP) just launched the Graphite Business card and announced a second corporate card, set to launch later this year.

Both target small and mid-sized companies, the segment where business spending is heaviest, and loyalty is hardest to win. 

AmEx already dominates this space. These cards are not about catching up. They are about making sure nobody else gets close.

The AI Perk Nobody Expected

Here is where it gets interesting. AmEx is now covering up to $300 a year in ChatGPT Business subscription costs for holders of its premium business cards.

That is a company reading the room perfectly. Small businesses are adopting AI tools fast, and AmEx just made itself the card that pays for it.

You do not usually see a credit card company subsidize software subscriptions. But when the goal is becoming indispensable to how businesses operate daily, paying for their AI tools is a surprisingly clever move.

Sticky Gets Stickier

Every perk AmEx adds makes canceling harder. Travel rewards, cashback, AI subscriptions, and now expense management tools are all layered onto one card.

Each feature alone is nice. Together, they create a relationship that you would need a very good reason to walk away from. And that is exactly the point.

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Generac Holdings (NYSE: GNRC) held its biggest investor event of the year and walked away without the announcement everyone was waiting for.

The company has been building its reputation as a power supplier for the booming data center industry.

A long-term deal with a major cloud or AI company would have confirmed that status. It did not happen. The backlog grew 75% in six weeks.

The contract that would have made headlines did not materialize.

The Backlog Is Real

Generac's data center product backlog jumped roughly 75% in just over a month. That kind of acceleration does not happen without serious demand behind it.

Companies building AI infrastructure need reliable backup and primary power generation, and Generac makes exactly that.

The demand side of this story is strong. You do not see backlogs grow that fast in a market that is slowing down.

Expectations Ran Ahead of Reality

Generac has been positioning itself as a critical supplier to hyperscale data centers. The market wanted proof in the form of a named deal with a major customer.

When the event ended without one, the disappointment was immediate.

This is the gap between having a great product and having your name attached to a flagship contract that validates the entire strategy. Generac is not there yet.

Generac is clearly evolving into something bigger. You just have to decide whether the pace of that evolution matches the size of the opportunity sitting in front of it.

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Corcept Therapeutics [CORT] $40.51 (+19.66%) 

Corcept makes Korlym, a drug used to treat Cushing's syndrome, and the stock surged after the company reported quarterly results that beat on both earnings and revenue while raising full-year guidance ahead of expectations.

Volume ran at more than 7x average on a $4.4 billion company, which is the kind of activity that tells you this was not a slow-moving rerating but a sharp, conviction-driven repricing of the growth story.

Arm Holdings [ARM] $158.20 (+17.22%) 

Arm unveiled its first-ever in-house chip at an event on Tuesday, and the market spent Wednesday pricing in what that actually means.

The company said it expects the chip to generate $15 billion in revenue by 2031, Raymond James immediately upgraded the stock to outperform, and the thesis shifted from "Arm licenses chip designs" to "Arm also competes in the chip market."

That's a fundamentally different company, and the stock moved accordingly.

Chewy [CHWY] $26.63 (+13.56%) 

Chewy just hit a 52-week low on Friday and spent Wednesday erasing most of the pain.

The pet supplies retailer posted adjusted profits well ahead of expectations and guided for first quarter and full year sales above what analysts had been modeling, which was enough to flip the narrative from "struggling retailer" to "quietly executing."

The stock had its best day since June 2024, and the volume behind it confirmed institutions were doing real buying.

Maze Therapeutics [MAZE] $31.79 (-35.13%) 

Maze reported Phase 2 data for its kidney disease program that missed the primary endpoint, which in biotech translates directly to the stock losing more than a third of its value in a single session.

At a $1.53 billion market cap, there was real institutional money in this name going into the print, and the data failure meant most of them were exiting simultaneously.

Volume ran at more than 9x average, and there was nowhere to hide.

ADMA Biologics [ADMA] $9.60 (-15.27%) 

ADMA makes plasma-derived immune therapies, and the stock dropped sharply after reporting quarterly results that missed revenue estimates by a wide margin while also guiding below what analysts had been expecting for the year ahead.

The miss was broad-based rather than tied to a single one-time item, which made it harder for bulls to write off, and the nearly 4.4x average volume on the session confirmed the selling was serious and institutional.

On Holding [ONON] $35.12 (-11.29%)

On Holding makes premium running shoes and has been one of retail's strongest growth stories for the past two years.

On Wednesday, the company announced that its CEO, Martin Hoffmann, would step down on May 1, with co-founders stepping back into the top roles, and the market read it as a disruption to the execution machine that had been driving the stock higher.

Volume ran at nearly 4x average on an $11.6 billion company, which tells you institutional holders were not giving the transition the benefit of the doubt.

Many investment banks just raised their targets to $6,000/oz... mere weeks after predicting $5,000.

Even Jim Cramer now admits to being a "gold bug."

But nearly everyone is missing an even bigger story: the absolute best way to invest in gold right now.

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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