Credit Card Rate Cap Pressure, $AGX Insider Sale, $MLTX FDA Update, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Financial Stocks Under Pressure After 10% Credit Card Rate Cap Proposal
- Argan ($AGX) Director Sale After a Sharp Run-Up
- Trending Tickers: $MLTX FDA Update, $AAPL–$GOOGL AI Deal, $UUUU Rare Earths Expansion
Need a reminder of why BBAE? We have one goal: to provide you with exclusive content and data to help you make informed investing decisions. Explore a wealth of market insights and potential investing opportunities that you can’t find anywhere else.
Financial Stocks Under Pressure After 10% Credit Card Rate Cap Proposal
President Donald Trump’s proposal to cap credit card interest rates at 10% sent financial stocks lower, with credit card issuers taking the biggest hit. The plan is aimed at easing pressure on consumers, but it could significantly reduce profits for lenders that rely on high interest rates. Banks, payment networks, and consumer lending platforms all reacted to the news, reflecting uncertainty about how the policy would affect credit availability and earnings. In this article, we break down which U.S. financial stocks are most exposed, how different parts of the industry could be impacted, and what investors should watch next. Read the full article here.
Argan ($AGX) Director Sale After a Sharp Run-Up
Peter W. Getsinger, Director at ARGAN Inc. ($AGX), sold 10,595 shares at an average price of $319.23, for a total value of about $3.38 million, reducing his disclosed stake by 32.66% in what stands as his largest sale on record out of 12. Argan is an engineering and construction company best known for its work on large-scale power generation projects, including natural gas and renewable energy facilities, and its shares have surged 128.42% over the year leading up to the sale as investors reacted to a strong backlog, improving project execution, and rising demand for power infrastructure. The transaction also comes amid broader insider activity, with three insiders recording three total sales in the past 30 days, raising the question of whether this marks a signal that the stock’s sharp run-up may be cooling or if it simply reflects routine profit taking after an exceptional rally. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $MLTX FDA Update, $AAPL–$GOOGL AI Deal, $UUUU Rare Earths Expansion
This week, several stocks attracted attention due to major developments. Here’s a breakdown:
- MoonLake ($MLTX): MoonLake received positive FDA feedback indicating it can file for approval of its lead skin drug, sonelokimab, in hidradenitis suppurativa using existing trial data. According to the company, no additional HS trials are required before submitting a BLA, significantly reducing regulatory risk.
- Apple ($AAPL) & Google ($GOOGL): Apple and Google announced a multi-year AI collaboration, with future Apple Foundation Models based on Google’s Gemini AI. Apple said it will continue controlling deployment and privacy through on-device processing and its Private Cloud Compute system.
- Energy Fuels ($UUUU): Energy Fuels said a new feasibility study shows its planned rare-earth processing expansion in Utah will cost less than expected and operate at globally competitive costs. According to the company, the project could supply a significant share of U.S. rare-earth demand, including heavy rare earths currently dominated by China.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
