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| GPU Demand Gets Validated, Global AI Deals Heat Up, and an IPO Pop Fizzles Out |
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| Friday's tape was all about AI momentum and selective risk-off. GPU demand got a fresh stamp of approval, and global AI licensing deals kept heating up, but a fading IPO pop and a brutal guidance-driven selloff reminded traders that sentiment can flip fast. |
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| | Power Alignment (Sponsored) | | | IQST Is Building Global Telecom + AI Infrastructure
IQSTEL Inc. (IQST) operates a global connectivity platform spanning telecom, AI, fintech, and cybersecurity.
The company does business across 20+ countries, supports hundreds of carrier connections worldwide, and already generates real revenue.
With a clean balance sheet and an aggressive long-term roadmap, management is positioning IQST as a next-generation digital infrastructure play.
Click here to review the full IQST company overview and growth strategy.
*Paid advertisement for investor awareness. Elite Trade Media LLC received $15,000 from a third party for promotional services related to IQST from 1/22/26 to 1/29/26. Elite Trade Media LLC is not a registered investment adviser or broker. This is not investment advice or a solicitation to buy or sell securities. Investing in microcap and low-priced securities involves significant risk, including loss of capital, volatility, illiquidity, and dilution. Readers should conduct their own research and consult a licensed financial professional. Past performance is not indicative of future results. |
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| | Markets | U.S. equities were mixed on Friday, with Intel tanking on weak earnings, dragging the broader tech sector and weighing on the S&P 500. At the same time, fresh Iran-related tensions pushed money toward safe havens, keeping risk sentiment cautious ahead of next week's Fed meeting. | DJIA [-0.58%] S&P 500 [+0.03%]
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| Nasdaq [+0.28%] Russell 2k [-1.80%]
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| | Market-Moving News | Supply Chain | Intel's Hardest Test Is No Longer the Market | | Intel Corporation (NASDAQ: INTC) is running into a problem that sounds like success but behaves like risk. | Data center demand is finally coming back, driven by AI-heavy deployments that still require large volumes of traditional server CPUs. | Intel is seeing interest return in parts of its portfolio that looked stranded only a year ago. | The catch is execution. If you step inside the supply chain, capacity is tight and the mix is wrong. Factories are busy, but not always building the chips customers want most right now. | Bad Timing for a Company Rebuilding Trust | This pressure arrives at the worst possible moment. Intel is in the middle of a credibility rebuild, backed by government incentives and renewed partner confidence. | Turning a demand rebound into a fulfillment problem risks reopening doubts just as momentum starts to form. | At the same time, rising memory costs are squeezing the PC ecosystem. If you are looking at Intel's recovery as a multi-front effort, the margin for error is shrinking fast. | The Real Test Is Synchronization | Intel's challenge now is not strategy or vision. It is alignment. Capacity, product mix, and timing have to move together in an industry where missing a cycle can echo for years. | You do not lose turnarounds because demand disappears. You lose them when the machine cannot respond in time. |
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| | Drug Development | Coherus Escapes the One-Drug Danger Zone | | Coherus Oncology (NASDAQ: CHRS) has crossed a line that quietly changes the story. This is no longer a biotech living and dying by a single asset; it is becoming a platform with multiple ways to win. | A PD-1 inhibitor is a cancer immunotherapy that helps the immune system recognize and attack tumors by preventing cancer cells from switching it off. | Having an approved one gives Coherus something most small oncology players lack: a clinical and commercial backbone that does not reset with every new trial. | Why Control Changes Everything | With its own PD-1 in hand, Coherus can build combination therapies internally instead of renting access through partnerships. | You are looking at compressed timelines, lower costs, and fewer strategic dependencies. | That matters because combinations, not stand-alone drugs, are where immuno-oncology is heading. | Control lets Coherus test faster and pivot without renegotiating its future every time data shifts. If you care about durability and tolerability, this distinction is not subtle. | Leverage Is the New Goal | The real shift is leverage. Multiple programs now plug into the same PD-1 foundation, allowing parallel shots without rebuilding infrastructure each time. | That is how small biotechs scale intelligently. | Execution still decides everything. But if the upcoming data holds, you are no longer debating Coherus's survival. You are reassessing its strategic value in immuno-oncology. |
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| | Power Alignment (Sponsored) | | | It's not artificial intelligence, cryptos, electric vehicles, or anything like that...
In fact, Bloomberg estimates THIS will create $40 trillion in wealth, 10x bigger than all of those combined.
Bill Gates, Jeff Bezos, and Sam Altman are all piling into it. Trump put his seal of approval on it on his first day in office.
Get the details here. |
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| | Banking | Capital One Stops Swiping, Starts Running the System | | Capital One Financial Corporation (NYSE: COF) is no longer satisfied with sitting at the edge of business spending. | By acquiring Brex, it is moving deeper into the infrastructure that companies rely on every day, where payments, controls, and data all live together. | This is a shift from issuing cards to owning the system behind them. If you zoom out, business payments are consolidating into fewer platforms, not splintering into more tools. | Buying Time, Not Just Tech | Brex gives Capital One a modern operating layer that would have taken years to build internally. Corporate cards, cash management, approvals, and spend visibility now sit under one roof. | For businesses, this means tighter workflows and fewer handoffs. | For Capital One, it means earlier touchpoints, richer data, and a clearer view into how money actually moves once it leaves the balance sheet. | Fintech Winter, Bank Spring | The timing is not accidental. Fintech valuations have cooled, but usage has not. Capital One is stepping in when strong products are available at sane prices, turning market stress into strategic leverage. | You are seeing a large bank use patience as an advantage, not a constraint. | Owning the Daily Habit | The real prize is stickiness. When a bank controls how employees spend, approve, and track money, it stops being a vendor and becomes part of daily operations. | Integration will not be trivial, and regulation raises the bar. But strategically, this deal is clear. Capital One is done competing only on credit. It wants to run the rails your business uses every day. |
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| | Want to make sure you never miss our post-market roundup? | Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone right after the closing bell rings.
Email's great. Texts are faster. | 👉 Click here to get our closing report to your cell for free! |
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| | Top Winners and Losers | | | Movano Inc [MOVE] $16.72 (+141.27%) | Movano rose after Corvex, the AI GPU cloud firm merging with it, announced a long-term NVIDIA H200 GPU lease deal, validating demand for its secure AI cloud infrastructure. | Brand Engagement Network Inc [BNAI] $16.48 (+90.30%) | Brand Engagement Network continued to surge after unveiling an exclusive AI licensing agreement in Africa worth just over $2 million, including an upfront preferred equity investment. | Life360 Inc [LIF] $68.12 (+24.28%) | IF climbed after the company posted a blowout operational update with record Q4 user growth, record subscriber adds, and full-year revenue/EBITDA expected to beat guidance. |
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| | | | | | BitGo Holdings Inc [BTGO] $14.53 (-21.42%) | BitGo fell after its explosive IPO debut cooled, with shares pulling back from an intraday high of $24.50 toward the $18 offer price as early excitement faded. | Intel Corp [INTC] $45.07 (-17.03%) | Intel fell after issuing weaker-than-expected Q1 sales guidance and warning that severe supply-chain constraints will significantly limit production in early 2026. | Northrim BanCorp Inc [NRIM] $25.25 (-14.95%) | Northrim fell after reporting quarterly earnings that missed expectations, with EPS of $0.54 coming in below the $0.64 consensus estimate. |
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| | Poll: What's the most awkward money-adjacent situation? | | | Worth Watching (Sponsored) | | | A Nasdaq-listed cybersecurity firm just secured millions in institutional funding while building an $80M+ contract backlog.
The company protects mission-critical government systems using AI-driven, multi-layer security technology.
With a sharply reduced share count and accelerating revenue run-rate into 2026, attention is rising fast.
A special share dividend is also scheduled, adding another near-term catalyst.
See what's driving the sudden interest |
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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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