Good Afternoon!
Hey, everyone. It's Adam from Elite Trade Club. Here’s what moved the market today.

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Markets
U.S. indexes rise to Monday’s challenge, seeing growth across the board. The Russell 2k small-cap index rebounded the most, jumping half a percent on the day.
DJIA [+0.20%]
S&P 500 [+0.14%]
Nasdaq [+0.27%]
Russell 2k [+0.53%]

Market-Moving News
Pharmaceuticals
GSK Targets Younger Adults in New Push for RSV Market Share

GSK (NYSE: GSK) is pushing to expand Arexvy, its RSV vaccine, into a younger adult population as it seeks new momentum in a market now dominated by mRNA rivals.
The company is preparing to file for approval to cover at-risk adults aged 18–49, building on existing U.S. clearance for those over 60 and earlier wins in Japan and the EU.
This move positions GSK to chase a broader slice of what could become a $10 billion global RSV market by the end of the decade.
If cleared, the expansion would allow GSK to offer a single vaccine for all high-risk adults, simplifying distribution and clinical workflows, a differentiator as providers juggle product complexity from Pfizer and Moderna.
For long-term shareholders, this isn’t just another filing. Arexvy’s sales have stalled due to narrow U.S. guidelines and limited uptake in older patients.
Expanding into younger adults offers GSK a second chance to reposition Arexvy as a category leader, especially as Pfizer holds the maternal vaccination edge and Moderna races ahead in the U.S. 18–59 segment.
Those considering a position in GSK may find clarity in its current direction: leveraging adjuvant technology over mRNA, executing globally before competitors, and targeting a more practical path to provider adoption.
Execution risk remains, but GSK has a focused strategy.
It's expanding the eligible patient base, making the vaccine easier for providers to recommend, and leaning on global approvals to build momentum where U.S. sales have been slow.

AI Potentia
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*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.

Artificial Intelligence
Google’s AI Stack Just Earned a $200M Vote of Confidence From the U.S. Military

Google (NASDAQ: GOOGL) has secured a federal AI contract from the U.S. Department of Defense, positioning itself as a strategic partner in advancing national security applications of artificial intelligence.
The contract, capped at $200 million, gives Google a seat at the table alongside a select group of companies helping the Pentagon deploy next-generation “agentic AI” systems.
The deal falls under the DoD’s Chief Digital and Artificial Intelligence Office and supports the development of AI tools that can operate with autonomy across battlefield and enterprise domains.
For investors, the move strengthens Google’s credibility in enterprise-grade AI and reinforces its positioning as a trusted provider in high-security, high-stakes environments.
Unlike consumer-facing AI showcases, federal contracts offer repeatable revenue, long deployment cycles, and sticky integrations, all of which could deepen Google Cloud’s government footprint and further differentiate its AI stack from competitors.
Google continues to expand AI utility where procurement cycles are slower but margins are higher.
Securing DoD validation also opens the door for future state and federal contracts beyond defense.
While the immediate revenue impact may be limited, this contract helps shift perception of Google’s AI capabilities from internal tools and consumer products to trusted infrastructure in national security.
It gives the company a direct channel into long-cycle federal deployments, strengthens its enterprise credibility, and lays the groundwork for broader defense and government integration.

Gold Trust Shift (Sponsored)
A quiet shift is happening in the financial system — and big banks are already making their move.
They’re now able to treat gold as a cash-equivalent asset, and they’re acting fast behind the scenes.
Meanwhile, millions remain heavily exposed to volatile paper assets. One economist recently warned that gold is now “the only money banks trust.”
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P.S. Every day of delay gives institutions more time to get ahead. Take action while the window is still open.

Value Stocks
Forget What They Were. Look at Where These 3 Stocks Might Be Headed

Markets are pushing new highs. Tech names are racing. Speculation is back. But under the surface, some well-known companies are still trading like it’s 2022.
While everyone watches momentum names, a handful of large-caps have been left behind despite showing signs of life.
Target, Ford, and MGM all carry the bruises of recent selloffs. But their fundamentals aren’t broken.
Their forward multiples sit well below historical averages. And each is starting to show early signals of a rebound.
Target (NYSE: TGT)
Target’s earnings stumble in Q1 triggered a new wave of selling. Revenue and comparable sales both slipped, dragging the stock down 24% for the year.
But digital sales rose 4.7%, and its same-day delivery service grew 36%. That’s not a business in freefall.
TGT now trades at just 11.3x earnings, nearly a third below its 10-year average. Its price-to-sales ratio is even lower than Walmart’s, despite offering better delivery speed.
If this digital shift holds, investors may soon be paying more attention to what’s working instead of what’s lagging.
Ford (NYSE: F)
Ford pulled its full-year guidance. Tariff risk is clouding margins. And the EV unit remains a drag. But the selloff may have gone too far.
Q1 revenue still beat expectations, and EBIT losses tied to tariffs are likely already priced in.
The company’s commercial division, Ford Pro, is growing. SUVs and trucks are holding up. And after bottoming out in May, the stock has quietly gained 14% over the last month.
With a 9.4x P/E and gradual upward price target revisions, Ford’s reset may have hit its floor.
MGM (NYSE: MGM)
Casinos live and die by consumer mood, and in Macau, things are starting to turn. MGM China is expanding gaming table capacity, signaling confidence in local demand.
Its Q1 EPS crushed estimates and BetMGM’s 34% revenue growth added another win.
The stock is up 26% over three months but still trades below its five-year average valuation.
Forward estimates suggest 2026 EPS will exceed pre-COVID levels.
That recovery, especially with a strong digital gaming leg, could attract more attention as growth steadies.
When Price Misses the Bigger Picture
Momentum stocks are setting the tone right now, but not every opportunity lives in that lane. Target, Ford, and MGM have taken hits, but their businesses haven’t broken.
Target is leaning into digital growth after a reset, Ford is finding footing in its core segments despite EV drag, and MGM is getting real lift from Macau and BetMGM.
These aren’t cheap for no reason, but their current pricing reflects past setbacks, not future potential.
For investors willing to look past the headlines, these names offer something the market’s not pricing in yet: operational progress.

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Email’s great. Texts are faster.

Top Winners and Losers
Presidio Property Trust Inc [SQFT] $13.60 (+166.14%)
Presidio Property Trust more than doubled after announcing pricing of a new registered direct offering of its common stock.
Sonnet BioTherapeutics Holdings [SONN] $9.64 (+86.46%)
Sonnet BioTherapeutics Holdings shared an $888 million plan to kick off a HYPE cryptocurrency treasury reserve strategy.
DDC Enterprise Ltd [DDC] $19.92 (+53.23%)
DDC Enterprise pushed out its DDC Bitcoin collective to boost its growth prospects.

MiNK Therapeutics [INKT] $40.61 (-36.71%)
MiNK Therapeutics stumbled today after William Blair issued a stock downgrade.
Newegg Commerce Inc [NEGG] $36.22 (-26.44%)
Newegg Commerce saw its share price drop as it closed out its Fantastech sale, leaving investors wondering what’s next.
Artelo Biosciences [ARTL] $18.51 (-22.46%)
Artelo Biosciences got caught in sector volatility that caused its stock price to drop.

AI (Sponsored)
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The early window on these opportunities may be closing — now’s the time to see what’s coming next.

Everything Else
Trump is set to announce $70 billion in new AI and energy investments, signaling a tech-heavy shift in industrial strategy.
Home prices are slipping in nearly a third of major U.S. markets, signaling a broader cooling.
Meta faces an $8 billion courtroom clash as investors, and Zuckerberg prepare to battle over alleged privacy breaches.
Starbucks is telling corporate staff to return to the office four days a week, offering a payout to those who opt out.
Synopsys is moving to finalize its $35 billion acquisition of Ansys after clearing a key regulatory hurdle in China.
A new batch of crypto legislation is moving forward this week, bringing the sector a step closer to mainstream regulation.

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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