Trump Wants the Oil, Powell Wants Patience, and Micron Just Wants It to Stop

Trump posted on Truth Social today, threatening to blow up Iran's power plants, oil wells, and desalination infrastructure if a deal isn't reached quickly, then said "great progress" has been made in the same breath.

The names that moved through all of it, including a few that had a genuinely great Monday, are right below.

A micro-cap subsea mining company has submitted a formal bid in response to a 2026 solicitation tied to U.S. critical minerals supply.

The process centers on nickel, a metal used across aerospace, semiconductors, and defense systems, and may include access to non-dilutive project funding for selected contractors.

With Western governments looking for alternatives to concentrated foreign supply chains, even early-stage proposals like this can offer a useful signal of where capital and policy attention may be moving.

This remains speculative, but the bid itself is a concrete development worth noting.

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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 fell today as oil climbed back above $102 and tech continued its brutal stretch.

The session had a split personality: Powell walked into Harvard and talked rate hike odds from 50% down to nearly zero, which sent Treasury yields lower and gave the market a brief exhale, but oil kept climbing, and tech kept selling regardless.

The VIX stayed above 30 for most of the day, Trump posted a Truth Social message threatening to obliterate Iran's power plants and oil wells if a deal isn't reached quickly, and Micron fell another 10% to extend its eight-session losing streak to nearly 30%.

The one genuinely bright spot: nine S&P 500 stocks hit all-time highs, and every single one of them was an energy company.

General Motors (NYSE: GM) is ramping up production at its heavy-duty truck plant, moving to a six-day schedule to keep up with strong demand.

These are not entry-level vehicles; they are some of the company’s most powerful and highest-margin trucks.

That matters because it shows demand is holding even in a tougher environment. When you see GM pushing factories harder, it tells you the core business is still pulling its weight.

Profit Lives in the Big Trucks

Heavy-duty pickups are a key part of GM’s profit engine. They bring in higher margins, stronger customer loyalty, and steady demand from both consumers and commercial buyers.

By increasing output here, GM is focusing on what works best. If you look at the strategy, it is simple: produce more of what makes the most money and keep that momentum going.

Confidence in the Core Business

Running a plant six days a week is not a small move. It signals confidence in demand, supply chain stability, and the company’s ability to deliver consistently.

This also shows GM is not pulling back despite broader uncertainty. Your takeaway is clear: the company is backing its strongest segment instead of playing defense.

Leaning Into What Works

This decision reflects a broader approach. GM is using its traditional strengths to support its overall business while continuing to invest in future technologies.

In the bigger picture, this is about balance. Strong performance in trucks gives GM the flexibility to keep evolving without losing stability at the core.

Johnson & Johnson (NYSE: JNJ) has secured approval in Europe to allow its cancer drug Darzalex to be used at home rather than only in hospitals or clinics.

That shift may sound simple, but it changes how the treatment fits into everyday life.

This is where the story gets interesting. When treatment moves out of the hospital, you are not just changing location; you are changing the entire experience.

Convenience Becomes Strategy

Darzalex is already a major product for J&J, and this update makes it easier to use across all approved settings.

Patients who qualify can now receive treatment at home after initial doses, reducing the need for repeated hospital visits.

That creates a real edge.

When two treatments offer similar outcomes, your choice often comes down to what is easier, faster, and less disruptive, and J&J is leaning directly into that.

Defending and Extending What Works

This move is not about launching something new; it is about strengthening an existing product.

By improving how Darzalex is delivered, J&J increases the chances that patients stay on it longer and that doctors continue choosing it.

You can think of this as upgrading the product without changing the product. It is a smarter way to stay competitive in a crowded space.

Your view of the company shifts from just making drugs to shaping how care is delivered, and that is where the next layer of growth and relevance is likely to come from.

As global tensions rise, one company is quietly supporting every branch of the U.S. military.

Army. Navy. Air Force. Marines.

That company is SpaceX.

But what most people don’t realize is that it may not stay private forever.

There’s growing speculation that Elon Musk could eventually bring it public in what could be one of the largest IPOs ever.

If that happens, early positioning could be critical.

Click here to see how some investors are preparing

Chevron Corporation (NYSE: CVX) is stepping into offshore Uruguay by taking a stake in a new exploration block, joining a growing group of global energy players eyeing the region.

The area is still early-stage, but interest is building fast due to similarities with recent major discoveries elsewhere along the Atlantic.

Instead of chasing proven fields at premium prices, you are seeing the company enter early, where the upside is still wide open.

Exploration Is a Long Game

There is no immediate production here, no instant output boost, and no quick wins.

What Chevron is buying into is potential, the kind that takes years to develop but can reshape future supply if it works.

That matters for long-term positioning.

Your takeaway is that Chevron is making sure it has options beyond its current portfolio, especially in regions that could become the next big energy hubs.

Balancing Risk With Opportunity

Early exploration always carries uncertainty, and not every block turns into a discovery.

But Chevron is not going in blind; it is targeting areas that geologically resemble places where major oil finds have already been made.

Zooming out, this move is about future-proofing the business. Chevron is adding depth to its exploration pipeline while maintaining flexibility in its growth.

If even one of these early bets pays off, it can open the door to long-term assets that sustain the company for decades.

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PMGC Holdings [EELA] $3.56 (+113.17%)

The fine print here is important: this is a company with a market cap under $1 million that went up 108% on volume running at 31x average.

This is retail momentum doing what retail momentum does in thinly traded names on a day when the broader market is selling off. The move is real.

Whether the stock is still at $3.48 by the time you read this is a completely different question.

Greenland Energy [GLND] $11.26 (+37.15%)

Greenland Energy is a natural gas and energy company that caught a massive bid on Friday as oil topped $110 and the global energy supply crisis showed no signs of resolution.

At a $306 million market cap with volume running at nearly 6x average, this was a real move in a real company tied directly to the war trade... the kind of name that gets repriced fast when the commodity narrative is this dominant.

Falcon's Beyond Global [FBYD] $11.94 (+23.99%)

Falcon's Beyond develops location-based entertainment and experience technology, and the stock surged after announcing a significant new partnership that expands its venue pipeline considerably.

On a day when almost nothing was going up, a $640 million company moving 21% on 1.34x volume is a genuine fundamental catalyst getting priced in rather than a momentum trade looking for an exit.

Viridian Therapeutics [VRDN] $18.70 (-31.75%)

Viridian makes treatments for thyroid eye disease, and the stock cratered after reporting Phase 3 data that failed to demonstrate the level of differentiation from the existing standard of care that investors had been counting on.

At a $1.91 billion market cap with a Strong Buy rating going into the readout, there was significant institutional ownership on the line, and the nearly 8x relative volume tells you the exit was not orderly.

When a binary biotech event goes wrong at this size, the damage is immediate and deep.

Merlin [MRLN] $8.00 (-19.97%)

Merlin reported quarterly results that missed on revenue and gave guidance that suggested its customer base is pulling back on spending, a difficult combination for a company that had been building momentum heading into the print.

The stock has been volatile all month, and Friday's session confirmed that the bull case needs a cleaner revenue trajectory before institutions are willing to step back in with conviction.

Sysco [SYY] $69.30 (-15.28%)

Sysco announced it was buying Jetro Restaurant Depot for $29.1 billion, and the market's response was immediate and not kind.

On a day when cost pressures from oil are already squeezing every company in the food supply chain, dropping $29 billion on an acquisition tends to raise questions about timing and leverage that investors would rather not be sitting with.

The company called the deal immediately accretive, which is exactly what companies say when they want you to stop asking about the price.

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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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