Wall Street Sees Green Again and Jensen Huang Walks Into a Room Full of Believers

Two weeks into a war that's been setting the terms for every trading session, Monday offered something the market hasn't had much of lately… a reason to exhale.  

Trump spent the weekend building a coalition, which is either encouraging or deeply concerning, depending on which part of his press conference you caught. 

We'll walk you through the session, the stocks that ran, and the ones that had a very different Monday.

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The rally started strong — the Dow was up more than 600 points at its peak — then Trump told reporters the escort coalition wasn't quite assembled yet, and oil climbed back off its lows.

Still, WTI fell about 3% to near $94, and Brent retreated from a brief $105 touch to settle around $100.60, which counts as relief when you've been watching crude reprice the whole economy for two weeks.

All 11 S&P sectors finished green. Nine S&P 500 stocks hit all-time highs on the session — every single one of them a utility — which tells you exactly where investors feel safe parking money right now.

The Fed meets this week, Trump is publicly demanding rate cuts "right now," and Jensen Huang has a keynote that Wall Street is treating like a second State of the Union (with Meta's reported massive layoffs adding to the AI efficiency/cost-cutting narrative).

Electronic Arts (NASDAQ: EA) is heading for a $55 billion take-private deal backed by Saudi Arabia's Public Investment Fund, Silver Lake, and Affinity Partners.

Banks led by JPMorgan just started marketing a $5.75 billion loan to help finance the buyout. The deal is expected to close in June.

A Gaming Giant Leaves the Spotlight

EA has been publicly traded for decades, building franchises that define the gaming industry. FIFA, Madden, The Sims, Battlefield, and Apex Legends all sit inside this company.

Taking it private means those franchises will now be managed without quarterly earnings pressure or public market scrutiny.

You think about what changes when a company this large no longer has to answer to public shareholders every 90 days.

The freedom to invest long-term without worrying about short-term reactions is exactly why buyers pay this kind of premium.

Private Does Not Mean Quiet

Going private removes public reporting requirements, but it does not shrink the business. EA will keep releasing games, running live services, and competing globally.

The difference is that decisions about investment, acquisitions, and strategy happen behind closed doors.

You may stop seeing EA on a ticker screen, but the games on your screen are not going anywhere. The company just chose a different kind of ownership to fund its next chapter.

The Hershey Company (NYSE: HSY)is unifying its entire U.S. operation under a single leadership structure for the first time in the company's history.

Sweet, salty, and protein brands, including Reese's, SkinnyPop, and the rest of the domestic portfolio, will now share one team for marketing, category strategy, consumer insights, and retail execution.

This is Hershey admitting that running separate businesses under the same roof was creating more friction than focus.

One Roof Was Not Enough

Hershey owned all of these brands but managed them through different teams with different strategies.

That fragmentation meant slower decision-making, duplicated efforts, and missed opportunities to cross-sell across categories.

You think about a company that sells chocolate, popcorn, and protein snacks to the same customers in the same stores, and the question becomes obvious.

Why were these businesses not already connected?

New Leadership, New Playbook

Hershey brought in a new CEO last year from outside the food industry. This restructuring is the first major operational move under that leadership.

Combining everything domestically signals a company that wants speed, simplicity, and sharper execution.

You can see the same pattern playing out across the packaged food industry right now. Nestle and Campbell's have made similar moves recently.

Hershey is joining a trend that says the old way of running these businesses is too slow for what the market demands today.

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Nebius Group (NASDAQ: NBIS) just signed a deal worth up to $27 billion over five years with Meta to provide AI infrastructure at a massive scale.

The agreement includes $12 billion in dedicated capacity starting in early 2027 and up to $15 billion in additional capacity that Nebius is building for other customers.

This comes days after Nvidia invested $2 billion in the company as a strategic partner.

A company most people have never heard of just secured one of the largest AI infrastructure contracts on earth.

From Unknown to Unavoidable

Nebius is part of a new wave of cloud companies built specifically for AI workloads.

Unlike traditional cloud providers that adapted existing infrastructure, Nebius designs data centers from the ground up to train AI models and run AI services.

Meta and Nvidia Both Bet on the Same Company

Meta signed the deal. NVIDIA invested $2 billion.

When the world's largest social media company and the world's most important chip company both choose the same partner within days, it validates the entire business in a way that years of growth alone could not.

If your awareness of AI infrastructure stops at the big three cloud providers, Nebius just proved there is a fourth lane opening up fast.

Nebius just became one of the most important infrastructure companies in AI, and the speed of that rise is the story itself.

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CytomX Therapeutics [CTMX] $6.75 (+44.23%)

CytomX published Phase 2 data showing its conditionally-activated antibody platform produced meaningful tumor response rates in a solid cancer indication where the standard of care has barely moved in years.

Volume ran at 33x average, which means every institution with a watchlist position made the same call at the same time on the same Monday morning.  

Distribution Solutions Group [DSGR] $26.07 (+35.01%)

Two weeks ago, DSGR got leveled after missing earnings by more than 40%.

Monday, it bounced hard as bargain hunters decided the selloff had overshot and the underlying industrial distribution business still has real cash flow behind it.

A 4.6x volume day on a $1.19 billion stock is the market admitting it may have been a little dramatic.  

Nebius Group [NBIS] $129.85 (+14.96%)

Nebius, the AI cloud infrastructure company spun out of Yandex, inked a $27 billion infrastructure deal with Meta on Monday... the kind of contract that rewrites a company's revenue trajectory in a single press release.

This was not a sentiment trade. This was a fundamental re-rate.

10x Genomics [TXG] $16.69 (-11.18%)

10x Genomics makes spatial biology tools used in cancer and neuroscience research, and it reported a quarter where instrument sales slowed sharply as lab budgets tightened across academic and biopharma customers.

When your customers are universities and research hospitals, and government funding is being scrutinized, the demand picture gets complicated fast.  

Via Transportation [VIA] $15.32 (-8.15%)

Via provides software and services for public transit systems and paratransit, the kind of government-contracted revenue that sounds recession-proof until municipalities start watching their budgets.

The stock dropped on a revenue miss and guidance that suggested the sales cycle for new contracts is stretching out considerably.  

Nano Nuclear Energy [NNE] $22.82 (-3.29%)

Nano Nuclear has been one of the Iran trade's biggest indirect beneficiaries, with investors piling into anything that could plausibly help the U.S. reduce dependence on Middle East oil long-term.

Monday's pullback was profit-taking dressed up as portfolio rebalancing.

The stock is still up significantly for the month, and the thesis hasn't changed, but trees don't grow to the sky even during geopolitical crises.

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See what changed

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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