| | A healthcare giant is raising its sales forecast after a solid Q1 beat, a major lender is posting strong revenue gains fueled by digital banking and rate tailwinds, and a tiny smart tech firm just landed a $53 million AI server deal. Read on to find out more. | |
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| Gold & Copper Surge (Sponsored) | On Behalf of Abitibi Metals | | | Gold just shattered its all-time high—surging past $3,237/oz as rate cut bets, sticky inflation, and geopolitical volatility drive capital into hard assets. | This isn't a short-term trade. It’s a structural shift—and smart money is moving fast. | Meanwhile, copper is quietly rebounding after hitting a decade high of $5.25/lb and dipping on tariff fears. It’s now bouncing back to $4.53/lb, with demand from AI, EVs, and electrification ramping higher. | And yet… one of the most compelling copper-gold discoveries in Canada with nearly 550 pounds of copper and 369,000 ounces of gold is still flying under the radar. | The grades? Exceptional. | Recent intercepts include 10.6 metres at 11.4% CuEq within a high-grade core of the deposit. | They’ve drilled 30,000 metres, raised over $32 million, and are supported by one of Canada’s most respected investment banks—the same group that helped finance another copper breakout before it ran 16x. | And insiders? They’re all in—accumulating over 3 million shares on the open market since January. | With a $31 million valuation and another 50,000 metres of fully funded drilling ahead, this explorer is one of the few that checks every box: grade, scale, jurisdiction, and serious institutional support. | With gold breaking records and copper demand heating up again, this may be one of the best dual-metal setups in the market today. | Unlock the name and symbol now. | *SGS Canada Inc. is responsible for the Technical Report. The Qualified Persons (“QPs”), as defined under NI 43-101, are Yann Camus, P.Eng., and Olivier Vadnais-Leblanc, P.Geo. |
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| | | | What to Watch | Earnings: | Interactive Brokers Group, Inc. [IBKR]: Aftermarket United Airlines Holdings, Inc. [UAL]: Aftermarket Omnicom Group Inc. [OMC]: Aftermarket J.B. Hunt Transport Services, Inc. [JBHT]: Aftermarket Hancock Whitney Corporation [HWC]: Aftermarket
| Economic Reports: | Import Price Index [March]: 8:30 am Import Price Index ex. Fuel [March]: 8:30 am Empire State Manufacturing Survey [April]: 8:30 am
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| | | | Healthcare | Johnson & Johnson Lifts Revenue Guidance After Strong Q1 Performance | | Johnson & Johnson (NYSE: JNJ) reported stronger-than-expected first-quarter results and upgraded its full-year revenue outlook, signaling confidence in the year ahead despite headwinds including tariffs and recent legal challenges. | For the quarter ending March 31, the healthcare conglomerate posted adjusted earnings of $2.77 per share, outpacing the $2.56 consensus. | Revenue climbed to $21.89 billion, exceeding analysts’ forecast of $21.56 billion, according to Visible Alpha. | Following the report, shares of Johnson & Johnson are up approximately 1.7% in early morning trading. The stock had already gained 7% since the start of 2025. | The company has revised its 2025 sales outlook upward, now expecting between $91.0 billion and $91.8 billion, compared to its previous guidance of $89.2 billion to $90.0 billion. | Meanwhile, its earnings forecast remains unchanged at $10.50 to $10.70 per share, accounting for factors such as tariff costs, the Intra-Cellular Therapies acquisition, and foreign exchange fluctuations. | Earlier this year, Johnson & Johnson finalized a $15 billion acquisition of Intra-Cellular Therapies and announced plans to increase U.S. investment by over $55 billion through 2029. | However, legal troubles persist, including a court’s recent rejection of its talc-related settlement plan. | Despite the challenges, the Q1 results suggest Johnson & Johnson is navigating a volatile environment with a focus on strategic expansion and long-term stability. |
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| | Banking | PNC Financial Reports Solid Loan Growth, Beats EPS Expectations in Q1 | | PNC Financial Services Group (NYSE: PNC) reported stronger-than-anticipated earnings for the first quarter, as improved net interest income and expanding margins helped offset a slight revenue miss. | The regional bank announced earnings per share of $3.51 for the quarter ending March 31, surpassing analyst projections of $3.39. | Total revenue reached $5.45 billion, slightly below the $5.49 billion forecast but marking a 6% increase compared to the same period last year. | Net interest income rose 6% year-over-year to $3.48 billion, aided by higher interest rates and reduced funding costs. | The net interest margin improved to 2.78%, up 21 basis points from Q1 2024. Total loans rose 1% sequentially to $318.9 billion, driven by a 3% increase in commercial and industrial lending. | However, deposits edged down 1% to $422.9 billion. | Credit loss provisions rose to $219 million from $155 million a year earlier, reflecting updated macroeconomic outlooks and changes in portfolio dynamics. | CEO Bill Demchak noted the quarter’s strength, citing customer growth, improved capital levels, and sound credit quality. | The bank’s core capital buffer, measured by the common equity Tier 1 ratio, increased to 10.6%, up from 10.1% a year ago. | Shares of PNC are up 0.44% in premarket trading. |
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| | AI (Sponsored) | | | AI is the new Bitcoin—a transformative opportunity you can’t afford to miss. | Just as Bitcoin turned early believers into millionaires, artificial intelligence is set to define the next era of wealth creation. From revolutionizing industries to reshaping how businesses operate, AI is more than a trend—it’s the future. | We’ve pinpointed 10 AI stocks poised to dominate in 2025. These companies aren’t just riding the wave; they’re leading the charge, harnessing AI to transform sectors like healthcare, finance, and manufacturing. | (By clicking the link above, you will get this free report and a free subscription to MarketBeat's daily email newsletter. You are also agreeing to the terms of our privacy policy. Unsubscribe at any time.) | Don’t be the one looking back and saying, “I wish I had invested early.” This is your chance to get ahead of a movement that could rival the Bitcoin boom. | Click here to uncover the 10 AI stocks primed for explosive growth. | (By clicking the link above, you will get this free report and a free subscription to MarketBeat's daily email newsletter. You are also agreeing to the terms of our privacy policy. Unsubscribe at any time.) |
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| | Banking | Bank of America Beats Q1 Earnings Estimates with Strong Revenue Growth | | Bank of America (NYSE: BAC) reported stronger-than-expected results for the first quarter of 2025, supported by rising net interest income, continued digital momentum, and solid trading revenue. | Net income climbed to $7.4 billion, a rise from $6.7 billion a year ago, while earnings per share reached $0.90, surpassing analyst projections of $0.82. | Total revenue rose 6% year-over-year to $27.4 billion, exceeding the $26.99 billion expected by analysts. | Net interest income stood at $14.4 billion, bolstered by higher interest rates and loan growth. | The consumer banking division delivered $2.5 billion in net income, with credit and debit card spending up 4% to $228 billion. | Digital engagement remained high, with 4 billion logins and 65% of sales occurring through digital channels. | The Global Wealth and Investment Management unit reported an 8% revenue increase to $6.0 billion, aided by a 15% rise in asset management fees. | Client balances grew 5% to $4.2 trillion. Global Banking contributed $1.9 billion in net income, even as investment banking fees dipped slightly. | CEO Brian Moynihan highlighted the bank’s ability to perform amid changing economic conditions, pointing to a strong balance sheet and continued investment in digital platforms. | With 49 million active digital users and 78% of households engaging digitally, Bank of America expects its tech-driven strategy to fuel future growth. |
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| | Movers and Shakers | | ARB IOT Group Limited [ARBB] - Last Close: $0.65 | ARB IOT Group is surging 33% in premarket trading after announcing a $53 million contract to supply its ARB-222 AI servers to Whizzl Group for data center deployment. | The high-value deal marks a major step for the Malaysia-based IoT and smart tech firm as it pivots deeper into the booming AI infrastructure space. | My Take: A $53M deal is massive for a microcap like ARBB and could meaningfully boost revenue. If execution holds up and more AI partnerships follow, this could be a breakout year for the stock. Keep a close watch on this one. |
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| Skye Bioscience, Inc. [SKYE] - Last Close: $1.31 | Skye Bioscience is growing 11% in premarket trade after announcing over 30% weight loss in a preclinical obesity model using its novel CB1 inhibitor nimacimab in combination with tirzepatide (the active ingredient in Mounjaro and Zepbound). | My Take: Nimacimab could be a dark horse in the metabolic drug race if Phase 2 data holds up. Its dual-use potential—solo or in combo with GLP-1s—makes it a name to watch in the anti-obesity boom. Keep this stock on your radar. |
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| Verve Therapeutics, Inc. [VERV] - Last Close: $4.12 | Verve Therapeutics is growing 10% in premarket today after announcing promising Phase 1 clinical data for its one-time gene-editing therapy, VERVE-101, aimed at permanently lowering LDL cholesterol levels. | My Take: Verve’s one-shot gene therapy could be a game-changer for heart disease. With big pharma interest and long-term LDL control in sight, this could be a good stock to keep on your watchlist. |
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| | Junior Mining Spotlight (Sponsored) | On Behalf of Abitibi Metals | | | Copper is on the rise once more—and this time, it’s not just price speculation. | Supply is tight. New production is lagging. | And global demand—from EVs to AI—isn’t letting up. | And one little-known explorer just posted grades that are hard to ignore: 11.4% CuEq over 10.6 metres within a high grade core of the deposit. | Their updated resource now includes nearly 1 billion pounds of copper equivalent—with strong gold credits and major upside still on the table. | But what really stands out? They’re funded. They’re drilling. And they’ve earned the attention of a global mining bank known for backing billion-dollar breakouts. | At just $31 million CAD, this may be the most undervalued copper story in North America today. | The parallels to other past success stories are hard to ignore. | Insiders are loading up. Institutions are circling. And copper’s rise may just be getting started. | You won’t find many setups this tight—especially at this stage of the cycle. | Get the name and symbol now. | *SGS Canada Inc. is responsible for the Technical Report. The Qualified Persons (“QPs”), as defined under NI 43-101, are Yann Camus, P.Eng., and Olivier Vadnais-Leblanc, P.Geo. |
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| | | | That’s all for today. Thank you for reading. If you have any feedback, please reply to this email. | Best Regards, | — Adam Garcia Elite Trade Club |
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