A little-known diagnostics company surged nearly 55% after showcasing compelling real-world data.
Its noninvasive lung test identified early-stage cancer cases and helped patients avoid unnecessary biopsies.

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*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Markets
U.S. stocks recovered some of the previous losses as a cooler-than-feared PCE inflation print and dovish Fed commentary helped offset jitters over Trump’s sweeping new tariffs.
DJIA [+0.65%]
S&P 500 [+0.59%]
Nasdaq [+0.44%]
Russell 2k [+0.88%]

Market-Moving News
Defense
Europe’s Arms Race Could Be Lockheed’s Payday

Lockheed Martin (NYSE: LMT) is expanding its THAAD missile defense system to Europe, with each unit costing more than €1 billion.
With defense budgets exploding after the war in Ukraine, the timing feels almost too perfect.
Germany already grabbed Israel’s Arrow 3, but Lockheed wants THAAD to be part of Europe’s broader Skyshield Initiative.
They’re not just selling hardware here; they’re selling a ticket into the continent’s long-term security plan.
More Than One Big Sale
Here’s the trick: landing THAAD isn’t just about the upfront contract.
These systems come with decades of follow-up training, maintenance, upgrades, and partnerships with local defense firms.
Once you’re in, you don’t just sell a shield, you sell the service plan that keeps it running.
That means a deal today could turn into cash flows for years. And if you’ve ever wondered why defense companies love these projects, it’s because you buy once but pay forever.
Europe’s New Gold Rush
Europe hasn’t opened its defense wallet this wide in decades, and Lockheed knows it.
Billions are pouring into drones, missile systems, and shields as NATO allies scramble to prepare for whatever comes next.
If you’re watching this play unfold, the question is simple: Can Lockheed snag a bigger share of that budget?
If THAAD lands in Europe, the payoff won’t just be headlines, as it’ll be one of the company’s biggest growth stories in years.

Contracts
Not Missiles, but Motherboards: GD Lands a $1.5B Nuclear-Sized IT Deal

General Dynamics (NYSE: GD) just locked in a $1.5 billion contract with the U.S. Strategic Command.
But instead of missiles or tanks, this one is about modernizing the IT backbone that supports America’s nuclear forces.
That means AI upgrades, efficiency tweaks, and cost-cutting built right into the mission.
You don’t usually think of defense contractors as software troubleshooters, but here GD gets to prove it can dominate both the battlefield and the server room.
Sticky Business, Pentagon Style
Here’s the real hook: IT modernization is sticky. Once you’re inside STRATCOM’s systems, you’re woven into the Pentagon’s digital nervous system for years.
That means recurring income, steady margins, and a pipeline of follow-on projects.
If you’ve ever wondered why companies chase “unflashy” contracts, this is why. You might not see a missile launch, but you do see cash flow that lasts longer than most weapons programs.
Why This Deal Matters
General Dynamics already works with Central Command and others, and now STRATCOM joins the client list.
Each win cements GD as the Pentagon’s go-to partner for digital upgrades, which makes the company harder to replace down the road.
So if you’re watching GD, don’t just think hardware. Think of a defense giant that’s quietly becoming indispensable in America’s IT defense stack.
Sometimes the biggest wins aren’t the loudest ones; they’re the ones that keep running in the background.

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Autos
The Lot Is Empty, But the Opportunity Isn’t

CarMax (NYSE: KMX) just dropped 25% after another rough quarter, falling back to the same lows it saw during COVID.
For a lot of people, that screams “trouble.” But for others, it looks like déjà vu of a launchpad.
Back then, those lows set up a huge rebound as demand came roaring back.
The question now is whether history is about to repeat or if this time, the engine stays cold a little longer.
Why Shoppers Aren’t Showing Up
Consumers just aren’t biting on big-ticket items like cars. That’s left CarMax with weaker sales and shrinking profits.
The company is cutting costs where it can, but it can’t force people to walk onto the lot.
Still, there’s a silver lining. The used car giant has strong cash flow and has been buying back shares. That gives it breathing room while waiting for buyers to return.
The Road Ahead
If you’re wondering whether CarMax is on the verge of collapse, it’s not. The company is leaner than before, and once interest rates start easing, shoppers will be back kicking tires.
This slump could last a few quarters, but CarMax has demonstrated its ability to navigate through tough cycles.
Sometimes the best deals aren’t in the showroom, but they’re hiding in the stock chart.

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Top Winners and Losers
bioAffinity Technologies Inc [BIAF] $5.28 (+54.84%)
bioAffinity jumped after showcasing real-world case studies where its noninvasive CyPath Lung test enabled early-stage lung cancer detection and helped patients avoid unnecessary biopsies.
Crinetics Pharmaceuticals Inc [CRNX] $45.91 (+27.92%)
Crinetics surged after its once-daily oral drug Palsonify became the first FDA-approved frontline treatment for acromegaly, based on strong Phase 3 results.
LightPath Tech Inc [LPTH] $7.90 (+21.54%)
LightPath gained despite an earnings miss, as investors focused on its 41% revenue growth and large military contracts for infrared camera systems.

Legacy Education Inc [LGCY] $10.03 (-18.59%)
Legacy slipped despite strong revenue growth, as earnings per share came in below analyst expectations, disappointing investors.
Concentrix Corp [CNXC] $47.66 (-13.33%)
Concentrix tumbled after missing Q3 earnings estimates and slashing its full-year guidance, citing a sluggish recovery.
IREN Limited [IREN] $41.86 (-9.57%)
IREN dropped after JPMorgan downgraded the stock to underweight, arguing its upside is already priced in amid AI cloud optimism.

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Everything Else
Trump signed off on a TikTok sale order, slapping a $14 billion tag on the app like it’s just another piece of real estate.
The FAA is handing Boeing back the keys to sign off its own 737 Max and 787 jets, ending years of extra oversight.
Big pharma is scrambling to bulk up operations in the U.S. as tariff threats hang over the industry.
YouTube TV and NBCUniversal are trading shots over a carriage deal, warning viewers their favorite shows could be caught in the crossfire.
OPEC+ is set to miss its oil production target again, proving promises are easier to pump out than barrels.
SoftBank and Ark are circling Tether’s latest funding round, eyeing a big stake in the stablecoin world’s heavyweight.
Meta will roll out ad-free versions of Facebook and Instagram in the U.K., because peace and quiet now comes with a subscription fee.

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