Triple-Digit Oil, an Airman's Worst Friday, and a Market That Keeps Absorbing Punches

Oil crossed $100 and stayed there.

And somewhere in Washington, Trump told a reporter he'd "feel it in his bones" when the war should end... which is not exactly the forward guidance Wall Street was looking for.

We'll walk you through the full week-ending wreckage, the numbers that actually mattered, and the handful of stocks that somehow had a completely different Friday than everyone else.

Bloomberg is calling Elon Musk's upcoming SpaceX IPO "the biggest listing of ALL TIME."

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Friday opened with a faint pulse of optimism — futures were green, Hegseth told reporters not to worry about the Strait — and then the data started arriving. Q4 GDP came in at 0.7%, revised down from an already-soft 1.4%, making the prior quarter's 4.4% growth feel like a fever dream.

Consumer sentiment hit 55.5, with the University of Michigan noting that every improvement recorded before the Iran strikes was completely wiped out in the nine days after. Brent climbed back above $101 and closed at $101.82, the S&P logged its third straight weekly loss, and fed funds futures quietly stopped pricing in a September rate cut entirely.

Tesla Inc (NASDAQ: TSLA) has received regulatory approval to convert its $2 billion investment in xAI into a direct ownership stake in SpaceX.

The connection happened after SpaceX merged with xAI earlier this year, folding the AI company into the space business.

Tesla's original investment now translates into equity in a company reportedly valued at around $1.25 trillion.

The stake is small, less than 1%. But the signal it sends about what Tesla is becoming is enormous.

From Cars to Cosmos

Tesla already moved beyond automobiles into energy storage, solar, robotics, and autonomous driving.

Now it has a financial connection to the world's most dominant private space company. The boundaries of what Tesla actually is keep expanding.

You bought into a car company, and now that same company holds a stake in satellite networks, rocket launches, and AI infrastructure. The identity shift is accelerating.

SpaceX Before It Goes Public

SpaceX is widely expected to pursue an IPO that could make it one of the most valuable public companies in history.

If your view of Tesla has been shaped purely by vehicle sales and delivery numbers, this stake adds a completely different dimension to the story.

Tesla, xAI, and SpaceX are now financially connected in ways that did not exist a year ago.

That interconnection creates opportunities but also raises questions about where one company ends and another begins.

Weave Communications (NYSE: WEAV) has been named the exclusive patient engagement platform endorsed by the American Dental Association, the organization that represents 159,000 dentists across the United States.

For a company that currently serves around 40,000 locations, this partnership just opened the door to a market four times its current size.

Exclusive Means No Competition

This is not a preferred vendor list with multiple options. Weave is the only platform carrying the ADA endorsement.

That distinction matters enormously in an industry where dentists look to their professional association for trusted recommendations on everything from equipment to software.

You think about how dental practices choose technology, and most follow the ADA's recommendations.

Being the sole endorsed platform removes the biggest barrier to adoption: trust.

The Product Fits the Problem

Weave's platform handles phone systems, AI-powered missed-call follow-ups, appointment scheduling, insurance verification, and multi-location management.

These are the exact pain points dental front offices face every day.

If your impression of Weave has been that of a small software company in a crowded market, this endorsement changes the competitive landscape entirely.

Serving 40,000 locations is a solid business. Having an exclusive endorsement from the organization that represents the entire profession is a different trajectory altogether.

Weave just went from competing for dental offices one by one to being the recommended solution for all of them.

While President Trump's official salary is $400,000 per year... his tax returns reveal
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Lockheed Martin Corporation (NYSE: LMT) just completed a successful test of its next-generation Precision Strike Missile, proving it can now engage targets at sea in addition to land.

That distinction matters because it transforms a single program into something that serves multiple branches of the military across multiple mission types.

Every new capability Lockheed proves in testing becomes a new line item in future defense budgets.

One Program, Multiple Customers

Previously, this missile served a single purpose for a single customer. Now it serves several.

When a single product expands into new mission areas, the contract opportunities multiply without Lockheed needing to build something entirely new.

You think about how defense companies grow, and it is rarely through brand-new products.

It is through expanding what existing programs can do. Lockheed just did exactly that.

Four Planned Versions Means Decades of Revenue

The U.S. Army plans to field four progressively advanced versions of this system. Each one means new development contracts, production orders, and long-term maintenance agreements.

That kind of multi-decade program pipeline is what separates Lockheed from smaller competitors.

If your understanding of Lockheed has been built around jets and helicopters, this program represents a growing share of the company's future.

You connect the successful test, the combat record, and four planned upgrades, and what emerges is a program that could generate revenue for Lockheed well into the 2040s.

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American Public Education [APEI] $58.12 (+22.67%)

American Public Education posted a quarter that shut down every bear thesis in one shot — earnings came in at $1.31 per share against a consensus that expected a fraction of that, enrollment growth accelerated, and the company raised forward guidance with enough conviction to move a $1 billion stock more than 20%. The market had been sleeping on this one for months.

Karat Packaging [KRT] $26.88 (+20.41%)

Karat beat earnings estimates on both lines, with revenue growth coming in ahead of expectations despite ongoing cost pressures across the packaging sector. An 8% dividend yield on a stock that just printed a double-digit gain is the kind of combination that makes income investors move fast.

Oruka Therapeutics [ORKA] $38.44 (+20.11%)

Oruka released Phase 2 data showing its long-acting IL-17 inhibitor outperformed the standard of care in moderate-to-severe plaque psoriasis, a market worth billions annually, where durability of treatment is the whole game. The stock had institutional conviction behind the move — volume ran at 2.65x average, and the $1.83 billion market cap means this is not a name that moves on rumors.

Babcock & Wilcox [BW] $10.29 (-19.42%)

Two weeks ago, BW was the Iran trade's biggest single-day winner on that $2.4 billion AI data center contract. Friday, it gave back a chunk of those gains as the market recalibrated how much of that backlog would actually convert to revenue in the near term. When a stock doubles on news, and then the macro turns hostile, gravity has a way of reasserting itself.

EverCommerce [EVCM] $10.12 (-15.03%)

EverCommerce missed Q4 revenue expectations and gave 2026 guidance that signaled its small business customer base is tightening spending across the board. When a software platform that serves SMBs starts showing churn in its guidance numbers, investors do not wait for a second data point to confirm the trend.

PAR Technology [PAR] $13.41 (-14.67%)

PAR posted a revenue miss and widened its operating loss, a difficult combination for a restaurant technology stock already dealing with slower enterprise sales cycles. The stock was already off more than 30% year to date before Friday — this session was the market confirming that the reset is not over yet.

A major energy breakthrough is unfolding — and it’s moving fast.

An MIT-trained scientist has unlocked a virtually inexhaustible energy source, now drawing attention from the Trump administration.

According to the U.S. Department of Energy, it could power the world for billions of years.

That’s why Google, Microsoft, Amazon, General Electric, and Meta are racing to get involved.

See what this new fuel means next.

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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