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| Takeovers Spark Surge, an FDA Approval Adds Firepower, and Trial Data Derails Pharma |
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| A takeover announcement ignited one stock, while a fresh FDA approval strengthened another company's commercial outlook. | Meanwhile, disappointing trial data weighed heavily on a major pharma name, shifting sentiment across the sector. |
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| | Meet America's Newest $1B Unicorn | | A US startup just hit a $1 billion private valuation, joining billion-dollar private companies like SpaceX, OpenAI, and ByteDance. Unlike those other unicorns, you can invest. | Over 40,000 people already have. So have industry giants like General Motors and POSCO. | Why all the interest? EnergyX's patented tech can recover up to 3X more lithium than traditional methods. That's a big deal, as demand for lithium is expected to 5X current production levels by 2040. Today, they're moving toward commercial production, tapping into 100,000+ acres of lithium deposits in Chile, a potential $1.1B annual revenue opportunity at projected market prices. | Right now, you can invest at this pivotal growth stage for $11/share. But only through February 26. Become an early-stage EnergyX shareholder before the deadline. | Invest in EnergyX Today | This is a paid advertisement for EnergyX Regulation A offering. Please read the offering circular at invest.energyx.com. Under Regulation A, a company may change its share price by up to 20% without requalifying the offering with the Securities and Exchange Commission. | | Markets | Wall Street tumbled on Monday as renewed tariff uncertainty weighed on sentiment after President Trump imposed a 15% global tariff despite the Supreme Court ruling. | Tech and software shares also slid following a report highlighting potential risks from rapid AI disruption. | DJIA [-1.66%] S&P 500 [-1.04%]
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| Nasdaq [-1.13%] Russell 2k [-1.63%]
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| | Market-Moving News | Payments | Is PayPal Worth More in Pieces Than as One Company? | | PayPal Holdings (NASDAQ: PYPL) has attracted takeover interest from potential buyers, with at least one large rival reportedly examining an acquisition of the entire company. | Others are looking at specific pieces of the business. | PayPal has held meetings with banks in response to unsolicited interest, though nothing has moved past the preliminary stage yet. | This is a company that once defined digital payments, now drawing attention for a very different reason. It is suddenly looking affordable to the companies it used to outrun. | How Did PayPal Get Here | PayPal pioneered online checkout and built one of the most recognized fintech brands. But competition caught up fast. | Apple Pay, Stripe, Block, and buy-now-pay-later platforms all carved out their territory over the past few years. | You watch a company go from industry leader to acquisition target, and it tells a clear story. The product still works. The growth story just stopped keeping pace with the competition. | Whole Company or Just the Parts | Some suitors reportedly want the entire business. Others are interested in specific assets. Venmo, Braintree, and the core checkout platform each serve different markets. | If your reading of PayPal has been of a single company doing everything, the takeout interest suggests buyers see several valuable businesses bundled together. | You either see a company about to get rescued or one that finally got cheap enough to attract the attention it could not earn through growth alone. |
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| | Pharmaceuticals | Johnson & Johnson Is Being Sued Over How It Sells Its Cancer Drug | | Johnson & Johnson (NYSE: JNJ) is facing a federal lawsuit from Bayer over how it markets Erleada, its prostate cancer drug. | Bayer claims J&J ran a false advertising campaign to make Erleada appear superior to Bayer's competing drug, Nubeqa. | This is not a patent dispute or a pricing fight. This is one pharma giant accusing another of lying to doctors and patients about what its drug can do. | Reputation Risk Is Real | J&J has spent years rebuilding trust across its pharmaceutical and consumer businesses. | A lawsuit alleging false advertising on a cancer drug adds a new layer of scrutiny at a moment when the company cannot afford it. | If your impression of J&J has been shaped by its pivot toward pharma and med tech after spinning off consumer brands, this case puts a spotlight on how aggressively it competes for market share in oncology. | Pharma Marketing Has Limits | Drug companies compete hard on messaging, especially when two treatments target the same condition. | But there is a legal line between competitive positioning and false claims. Bayer believes J&J crossed it. | You will not see a resolution anytime soon, but the lawsuit itself changes the conversation around how both drugs are perceived by the medical community. |
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| | Retail | This Is Not a Retail Story Anymore | | Amazon.com Inc (NASDAQ: AMZN) posted $716.9 billion in annual revenue, surpassing Walmart's $713.2 billion for the first time ever. | That makes Amazon the largest company in the world by sales. The gap is narrow, but the shift is historic. | Walmart held this title for decades. Losing it to a company that started selling books online tells you everything about how commerce has changed. | Amazon Is Not Really a Retailer | The headline says retail, but the engine says otherwise: cloud computing via AWS generated nearly $129 billion last year. | Advertising brought in over $60 billion. Third-party seller services account for roughly a quarter of total revenue. | Amazon sells everything, but the businesses behind the storefront are what pushed it past Walmart. The retail operation is the front door. The technology stack is the house. | Three Businesses in One Body | Retail, cloud, and advertising each operate at a scale that would make them standalone giants. Together, they create a compounding effect that no traditional retailer can replicate. | If your mental model of Amazon is still an online store with fast shipping, this milestone is the moment to update it. | The company that just became the biggest by revenue earns its most profitable dollars from things that have nothing to do with boxes on doorsteps. | You can debate whether revenue is the right measure. | But the company that occupies this spot sets the tone for how the business world thinks about scale, ambition, and what a modern company even looks like. |
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| | Top Winners and Losers | | | Arcellx Inc [ACLX] $113.76 (+77.44%) | Arcellx surged after agreeing to be acquired in a $7.8 billion deal, with a hefty premium reflecting confidence in its late-stage CAR-T cancer therapy. | Vanda Pharmaceuticals [VNDA] $8.15 (+41.49%) | Vanda jumped after securing FDA approval for its new bipolar and schizophrenia drug, extending its commercial runway with patent protection through 2044. | Enhabit Inc [EHAB] $13.60 (+22.63%) | Enhabit climbed after agreeing to be taken private in a $1.1 billion cash deal that offered shareholders a significant premium. |
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| | | | | | Stepan Company [SCL] $53.35 (-20.65%) | Stepan fell after posting a surprise quarterly loss and missing revenue expectations, marking a sharp negative earnings swing from the prior year. | Novo Nordisk A/S [NVO] $39.63 (-16.44%) | Novo Nordisk plunged after its next-generation obesity drug underperformed a rival treatment in a head-to-head Phase 3 trial, missing its non-inferiority goal. | LendingTree, Inc [TREE] $33.24 (-14.66%) | LendingTree dropped as new tariff announcements rattled consumer-focused stocks, fueling concerns about rising costs and slowing demand. |
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| | Trivia: What was Amazon originally called? | | | | | | | 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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