John Ternus’s first day as Apple CEO got off to a strong start. Global bond yields hit decade highs as Middle East hostilities renewed and rate-hike bets climbed.
Today’s edition covers the yields story, Alumis’s clinical collapse, and every name that moved.
Gold Discovery Catalyst (Sponsored)
A tiny $2 stock…
Quietly controls the largest gold deposit in the entire world…
Worth almost $1 TRILLION in total…
And I believe on September 30, they’re preparing to announce this historic discovery to the world.
Once that happens, the sky is the limit for early investors who get in now.
Click here to see everything you need to know.
Elite Trade Club Insider
One CEO Bought $10 Million Into A 50% Collapse, While Another Insider Filed To Sell $197 Million
You’re looking at one fintech stock that has been cut roughly in half this year and one construction winner sitting not far below its yearly high. Elite Trade Club Insider readers are seeing where the capital is moving: one founder and CEO just put nearly $10 million back into his beaten-down company, while three trusts tied to a longtime executive chairman filed to sell roughly $197 million of stock.
You’re reading the free version. Here’s what we held back.
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:
The insider buys, options bets, and dark pool moves the free edition can't show you. Unlocked every weekday.
A Sunday Deep Dive that tells you where to look before Monday's bell rings.
The Friday Smart Money Brief: who bought, who sold, where the big options bets landed, and where institutions are hiding volume. Three data layers. One email.
A Monthly Insider Scorecard so you always know whether smart money is buying or selling the market.
Every past Insider edition, unlocked, on elitetrade.club. Go back and see what you missed.
$25/mo or $250/yr. 30-day money back guarantee. Cancel anytime. Founding member pricing: lock in $25/mo before we raise it.
Markets
Apple climbed nearly 3% on John Ternus’s first full day as CEO — after 15 years of Tim Cook and a 2,200% stock gain, the market is treating the handover as a vote of confidence in the hardware engineering chief who built the silicon behind every iPhone, Mac, and Vision Pro upgrade.
US forces struck IRGC targets in Iran on Tuesday, US CENTCOM confirmed, the latest escalation in a conflict that has now seen repeated direct US-Iranian military exchanges; Brent futures jumped again and energy ETFs hit all-time highs.
The 10-year Treasury yield hit its highest level since early 2025 at 4.79%, Japan’s 10-year hit 3% for the first time since 1996, and UK Gilts reached their highest levels since 2008 — coordinated global yield pressure that the market is reading as a synchronized rate-hike signal.
Shein debuted in Hong Kong down 9% after pricing below its maximum offer, construction spending fell to a three-year low, and South Korea reported semiconductor exports surging 209% year-over-year to an all-time record on AI demand.
DJIA [-0.79%]
S&P 500 [-0.71%]
Nasdaq [-1.03%]
Russell 2000 [-1.32%]
Deals & Strategic Expansion
GoPro Agrees to $285 Million Starman Optical Merger
GoPro agreed to a $285 million merger with privately held Starman Optical, giving shareholders about $1.14 per share in cash plus roughly 10% ownership of the combined company as the action-camera maker moves into optical technology tied to AI infrastructure, defense and aerospace markets.
GoPro’s roughly $92 million of outstanding debt will be repaid when the transaction closes, leaving the combined business substantially debt-free while Starman’s U.S.-made optical transceivers add a new growth platform beyond cameras, subscriptions and cloud services.
Public Storage Completes $1.2 Billion Canada Expansion
Public Storage completed its $1.2 billion Canadian acquisition of Public Storage Canada, bringing 68 self-storage properties and approximately 5.3 million rentable square feet across Toronto, Vancouver, Montreal, Calgary and Ottawa directly under the U.S. company’s ownership.
The purchase included roughly $900 million in operating-partnership units and $310 million in cash, giving Public Storage an established Canadian platform that management expects to produce high-single-digit near-term net operating income growth as it rolls out its PS Next operating system.
Technology & Strategic Shifts
Apple Begins a New Era Under John Ternus
Apple handed the CEO role to John Ternus as Tim Cook moved into the executive chairman position after 15 years running the company, putting Apple’s longtime hardware chief in charge of a business generating more than $400 billion in annual sales.
Ternus takes over with Apple under pressure to accelerate its AI strategy, revive Siri, find stronger uses for Vision Pro and continue shifting manufacturing beyond China, making the leadership transition far more consequential than a routine executive change.
Stryker Uses Apple Vision Pro Inside Surgery
Stryker completed the first surgery using SportSuite Vision on Apple Vision Pro at Duke Health, putting its FDA-authorized spatial-computing application into an operating room for a hip arthroscopy procedure and moving Apple’s headset into an actual regulated surgical workflow.
The system places arthroscopic video, CT imaging and other clinical information inside the surgeon’s field of view, giving Stryker an early position in medical spatial computing and providing Apple with a significant enterprise use case beyond consumer entertainment and productivity.
Energy & Oil
Comstock Lines Up $1.65 Billion SOCAR Deal
Comstock Resources signed a $1.65 billion deal with SOCAR covering minority interests in its Haynesville natural-gas assets and Pinnacle Gas Services, while separately forming a $450 million drilling venture backed by majority shareholder Jerry Jones.
The cash transaction would cut Comstock’s debt from roughly $3.1 billion to about $1.5 billion while leaving the company in operational control, giving the producer a substantially stronger balance sheet as it continues developing its large Louisiana and East Texas gas position.
Helix and Hornbeck Complete Offshore Services Merger
Helix Energy Solutions and Hornbeck Offshore completed their all-stock offshore services merger, combining Helix’s subsea robotics and well-intervention operations with Hornbeck’s specialty vessel fleet to create a larger platform serving deepwater energy, defense and renewable-energy projects.
The combined company will keep the Hornbeck Offshore Services name and begin trading on the NYSE under HOS on September 2, with Hornbeck holders owning roughly 55% and former Helix shareholders holding about 45% of the enlarged business.
What Elon Said (Sponsored)
I recently paid $5,000 to be in a room with Elon Musk in Los Angeles.
And what he said in that room, confirmed everything my 15+ years in the tech industry had been telling me.
I believe what Elon is launching right now — a project 27 years in the making — could be his biggest move yet.
If you buy just one stock in 2026, I urge you to make it the one I'm giving away for free here.
*This ad is sent on behalf of InvestorPlace Media at 1125 N. Charles Street, Baltimore, Maryland 21201. If you're not interested in this opportunity, please click here.
Retail & Consumer
Yum Completes Pizza Hut Sale to LongRange Capital
Yum Brands completed the sale of Pizza Hut to LongRange Capital, separating the roughly $10 billion restaurant chain from the parent company’s portfolio, retaining KFC and Taco Bell, and excluding Pizza Hut’s operations in mainland China.
Pizza Hut will operate as a standalone business under interim CEO Eduardo Luz, with LongRange planning new investment across franchise operations, digital initiatives and the broader customer experience as the brand begins its next phase outside Yum.
Amazon Plugs Its Marketplace Into YouTube Shopping
Amazon joined YouTube Shopping as an affiliate partner, allowing creators to tag products from the retailer directly inside videos and livestreams as the two technology giants connect entertainment, product discovery and Amazon’s enormous e-commerce marketplace more closely.
Creators earn commissions when viewers purchase tagged products, giving Amazon another customer-acquisition channel, and YouTube strengthens its push into shopping and commerce without building the fulfillment infrastructure already supporting Amazon’s global retail operation.
Industry & Policy
S&P Global Hands Its Upstream Software Business to SLB
S&P Global completed the sale of its upstream software portfolio to SLB, transferring geoscience and petroleum-engineering workflow tools while keeping its proprietary energy data available through the products under a continuing strategic alliance.
The transaction lets S&P Global concentrate its upstream business on data and analytics, including its new AI-powered Titan platform, and SLB expands the digital tools it can offer oil and gas companies across exploration and production workflows.
Chevron Heads to White House as Gas Prices Bite
Chevron joined a White House oil meeting focused on expanding U.S. refining capacity and lowering gasoline prices, putting the company directly into discussions over refinery investment, retail fuel costs and the administration’s push for greater industry involvement in Venezuela.
Chevron’s presence stands out because Exxon was not invited, while the White House is simultaneously pressing major producers to expand Venezuelan activity and looking for ways to translate additional crude supplies into lower prices at U.S. pumps.
Top Winners and Losers
Rising Dragon Acquisition [RDAC] $6.45 (+41.45%)
Rising Dragon Acquisition Corp. is a SPAC that has been oscillating between sharp losses and sharp gains as deal anticipation builds around its announced combination target.
The gain follows a 24% loss last Tuesday — the spread between those two sessions tells you the float is thin, and the positioning is directional. When the deal conviction holds, so does the price.
bioAffinity Technologies [BIAF] $6.59 (+44.52%)
bioAffinity makes CancerSEEK, an early-stage lung cancer detection test that identifies cancer-associated metabolic signatures in a patient’s blood draw. The company is building toward regulatory submission, and today’s gain on 34x average volume reflects a material development in its commercial or regulatory pathway.
On a session when Alumis’s clinical miss reminded the market how high the biotech bar is, a detection company clearing a milestone attracts immediate attention.
Fervo Energy [FRVO] $19.75 (+28.41%)
Fervo Energy builds enhanced geothermal systems using horizontal drilling and distributed fiber optic sensing — a 24/7 baseload renewable energy alternative that’s been gaining renewed urgency with oil back above $90.
The company fell 16% on Friday when Warsh’s hawkish speech hit rate-sensitive utilities; today it recovered 28% as fresh US-Iran hostilities pushed Brent higher and reminded investors why domestic, non-oil energy matters.
Alumis [ALMS] $9.46 (-56.58%)
Alumis’s Phase 2b LUMUS trial enrolled 408 lupus patients across 48 weeks and missed both the primary endpoint (BICLA at Week 48) and key secondaries in the overall population. The company’s oral TYK2 inhibitor, SLE, did show strong results in patients with a high interferon gene signature — but that subgroup was unexpectedly underrepresented, which diluted the overall signal and killed the headline read.
Alumis is pivoting to a Phase 3 trial targeting IFNGS-high patients specifically. SLE has been a drug-development graveyard for decades. Today reminded everyone why. Strong Buy rated.
MindForge [MF] $15.97 (-26.37%)
MindForge’s AI-powered workforce management platform had been building positioning gains through August, and today’s 28% selloff reflects the end of that momentum cycle in a session where the broader tech risk-off environment — driven by rising yields and escalating geopolitical tension — hit smaller-cap software names without near-term revenue visibility particularly hard.
Conexeu Sciences [CNXU] $5.87 (-18.19%)
Conexeu Sciences develops therapeutics using its proprietary genomic targeting platform.
The stock fell 18% today as clinical-stage biotech names faced sector-wide pressure in a session defined by Alumis’s trial miss — when a high-profile Phase 2 fails in the same disease category, the valuation discount applied to all clinical-stage competitors widens. Strong Buy rated.
What's the most honest thing you can say about how fear affects your investment decisions?
- I've gotten better at managing it — I mostly buy on fear now rather than sell
- Fear makes me smaller than I should be. My best ideas get undersized because of it.
- Fear has cost me more through inaction than action. The stuff I didn't buy is the real story.
- I don't think I experience it the way most do. I find clarity when things get chaotic.
Three Businesses Hidden (Sponsored)
Marc Chaikin says one overlooked AI company could be hiding three separate high-growth businesses inside a single stock.
He believes those divisions could eventually be spun off, while current shareholders may also collect a dividend along the way.
Wall Street still treats it like one company. Chaikin thinks that could be a major mistake.
See the “dark horse” AI stock Chaikin says to own before September 4.
Everything Else
🔍 The next generation of market leaders is already forming and analysts say these 7 stocks share the exact traits the original Magnificent Seven had before Wall Street caught on.
📉 Wall Street trimmed its losses after fresh JOLTS data, but rising oil prices and bond yields kept the mood cautious across the market.
📈 Global bond yields surged to multi-decade highs as Middle East turmoil intensified, reviving inflation worries and putting fresh pressure on debt markets worldwide.
💵 Goldman Sachs, Bank of America, and other major banks plan to jointly launch a dollar-backed stablecoin in 2027, marking a major Wall Street push deeper into digital payments.
🌎 Inflation in Lima accelerated to its fastest pace in nearly three years as higher utility costs drove a sharp pickup in price pressures.
🥤 Keurig Dr Pepper is selling its Chobani stake back for $925 million, unwinding its investment in the yogurt maker through a sizable cash transaction.
You Read This Far. Here's Where the Real Work Lives.
We run three live portfolios on Autopilot, and everything about them is public: every position, every allocation, every trade, visible the moment it happens.
We keep our own money in each one, because analysis you won't fund yourself is just content.
THE UNBREAKABLE STACK
Our growth book: durable software and cybersecurity names built to compound quietly for years.
THE HORMUZ PREMIUM
Our energy thesis: built for how that sector actually pays, over quarters, not headlines.
THE SQUEEZE
The defensive sleeve: staples and steady compounders, boring on purpose, built for the nights you'd rather sleep than watch futures.
And here's the part that makes it effortless: Autopilot does the trading for you. Connect the brokerage you already use (Robinhood, Schwab, Fidelity, and more) and every move we make gets mirrored in your own account automatically.
Your money never leaves your brokerage. It stays in your account, under your control, and you can override any trade or disconnect anytime. Autopilot even rebalances automatically when allocations drift, and you get a notification every time something happens.
No watching tickers. No timing entries. No fat-finger mistakes at market open. You pick the portfolio, we do the work, your account follows along.
Pick the one that fits your risk level, or run all three:
Live portfolios, real positions, our own capital at stake. Your funds stay in your own brokerage account. Past performance doesn't guarantee future results.
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.
