Rebels Edge · Thu, May 7, 2026

AI Trade ROARS Back, Oil COLLAPSES & Rare Earth Stock Gets Pentagon Boost

Summary

The hosts discussed resilient equity markets, falling oil prices and strong earnings tied to AI infrastructure, arguing that AI-related demand remains robust despite the Iran conflict. They highlighted gains in Datadog, AAON and Fortinet, weakness in Zoetis, and a rare-earth refining opportunity in ALOY while disclosing paid advisory ties to that company.

The hosts viewed strong Asian equities and a VIX near 17 as supportive of stocks despite continuing geopolitical uncertainty.
Prediction-market expectations for increased Strait of Hormuz shipping were presented as bullish for equities and bearish for crude oil, rather than confirmed shipping outcomes.
ALOY's rare-earth refining business received a favorable spotlight following its Nasdaq uplisting and a defense-related memorandum; the hosts disclosed paid advisory relationships and model-portfolio inclusion.
Zoetis fell after disappointing earnings and a reduced full-year outlook, with competition cited as a concern.
Datadog rose roughly 29%–30% after strong quarterly results and 32% year-over-year revenue growth; Mark said he would consider buying on technology-sector pullbacks.
AAON gained about 40% after reporting 50% year-over-year growth, with AI data-center cooling demand central to the hosts' bullish assessment.
Fortinet rose as much as 20% amid strong results, accelerating product revenue and favorable analyst commentary; the hosts emphasized rising AI-related demand.

ALOY ZTS DDOG AAON FTNT AMD

Full transcript

Welcome in rebels on today's Rebels Edge.
Oil is down, stocks are up. Is the Iran war in the rearview mirror or do the markets even care?
In other news, doggy drug downer veterinary drug maker Zoetis plunges on Q1 earnings and guidance disappointment.
And finally, in a very special small cap spotlight, we'll be covering Alloys. A L O Y is the symbol there. John and I had the privilege of ringing the closing bell on the Nasdaq and they got a pretty important memorandum from the Department of War that bodes well for the company.
We're going to cover all of that and more in today's Rebels Edge.
>> [music] [music] [laughter] >> Great to have you here, Mark. Uh folks,
you know that is the CEO of uh Market Rebellion, Mark Lapresti. Mark uh uh Esquire. Do we have to throw that in there, Mark?
>> [laughter] >> Um he is uh joining me today. Uh Pete is fine. He's just doing his annual physical.
Um but uh we are ready to rock, so let's just jump right in and in macro today, Mark, I'm going to say equity markets uh doing pretty well because of the uh strong gains in Asia. Shoot, the Nikkei 225 was up almost 6% today. Optimism about this uh potential peace deal that
Mark was just hitting on, whether or not the war's over or whether people even care anymore. Um obviously we care, but what we really care about is what Mark is about to hit next.
Well, John, first of all, it's good to be back with you after a bit of a hiatus from the Rebels Edge. As you know, I've been out there busy on the networks continuing to carry the rebel brand to millions of viewers all across America and around the world. But yeah, look, I mean, the market does not seem to care
that much about what's going on with the Iran conflict. Incredibly hard to believe when it's the largest shock to the oil and gas supply chain and the global supply chain generally, not just oil and gas that goes through that very important straight. But look, I think so much of this is about the fact that not withstanding the haters and the
naysayers on those four-letter networks, the AI trade is not dead. It's not even close to being dead. We've been saying this for months, for years even, as producer Jared pointed out in the green room before. So, that's what I'm looking at and yeah, I think the green on the screen's going to continue. Market's a
little bit flat right now, a little bit of red, but only slightly. And those earnings just keep coming out stronger and stronger and stronger.
Yep. And Mark, one of the things that uh uh has happened, of course, is Venezuela's production has gone from 300,000 barrels a day, folks, to 1.2, almost 1.3 million barrels a day. Mark and I were enjoying dinner last night with a gentleman who's
one of the people going in there.
And boy, they they do have the largest amount of oil on Earth right now. And some of it even in lakes, apparently, at at the bottom of lakes in Venezuela. But more on that in the future. That was very interesting dinner conversation
with him, Mark. It it It always is, Ingo. Let's talk a bit quickly about the VIX that we check in with routinely, as loyal viewers know.
We're at a 17 handle, pretty bullish indicator, if you look at it from the fear gauge perspective. And that's not all it is. I think that's actually a pretty poor name for the VIX.
But it does seem to show that the glide path for the bulls remains fairly clear.
Yep, indeed. And uh uh I guess we hit a quick prediction market here, Mark.
Um >> Regular viewers know that we follow the prediction markets a lot and we follow them in particular right now about the war and look at what those bets are stacking up as right now, folks. Ships transiting the Strait of Hormuz. Um the
biggest moves are, you know, 40 plus ships and 20 plus ships. In other words, um they are flying through there right now and these are bets, of course, and they're tracked by satellite. So, I think Mark, it gets more and more bullish for uh the markets and less and
less bullish for crude oil.
Yeah, I would have to agree. Those are some uh pretty positive outlook that by the end of the month that we would be seeing that kind of traffic through the strait. I think that's a good thing.
It's a good thing, of course, for consumers. Hopefully, we'll start seeing less pain at the pump. It's a good thing for the midterms going into that. That's obviously front of mind for everybody.
So, I hope that those prediction markets actually pan out the way that they do.
John, let's talk about that doggie drug downer that I teased at the cold open.
What's going on with Zomedica?
>> Well, wait. Let's Aren't we going to hit small cap spotlight first? Oh, whenever you like. We can do a small cap spotlight right now.
All right. Uh let's hit small cap spotlight. Um Mark, let's go to >> though, John. Hang on. All right. There it is. Real Alloys hats. Um that is the name of the company, folks, that uh Mark and I were proud enough to uh attend with their board and a bunch of their uh
people that could make it into town. It was a big crowd. And uh what do they do?
Well, I got to interview uh Lippy, the CEO, who's right in the middle there in the white shirt and blue tie, um he did a fabulous job as a miner, and then he figured out, Mark, that uh hey, there's a lot to be said for not just
the mining, but the processing side uh of both gold, uh platinum, silver, and then he basically pivoted on over to uh the rare earths and uh heavies as well as lights. And this is a company that we are proudly representing and are
uh paid advisors to, right, Mark? Yeah, that's absolutely right. Look, John, you know, we talk about this all the time on this show and all the major networks.
It's not, when it comes to rare earth, just a matter of where these minerals are found, it's the refining. To put it in perspective, China's got about 70% of the world's rare earth in the ground, but they refine 90% of the world's rare earth. That puts them in control when it
comes to our defense supply chain. Guys, this is a massive, massive national security issue. The Trump administration recognizes that, that's why the Procurement Act was passed, which is going to require the refinement and sourcing of a certain quantity of rare
earth for defense purposes in 2027. This is a company that is focused exclusively on the refinement of those rare earths, uh particularly the heavies that are used in conjunction with magnets. And look, I got to tell you, folks, this is one to watch. The board is absolutely stacked with people that have experience
in this, a couple of former generals, if my memory serves me correctly. And yesterday, not only did we ring the closing bell on the Nasdaq to celebrate their uplisting to the Nasdaq, but we also talked about the fact that the company received a memorandum that went out from the Department of War to the
top companies that are engaged in helping solve this problem. and that memorandum from the Department of War reiterated that access to refined rare earths, particularly those heavies, is a matter of critical national security for the United States. We expect to see more
announcements like that from the government and we hope that A L O Y Re-Alloy will be the beneficiary continue to be the beneficiary of that kind of news as they continue to deliver on their business plan. So, that is one to watch. That's our small cap spotlight today. That's a Rebel Investors Club model portfolio name. So, to all you
Rick members, congratulations on getting in on that one and yeah, another great day ringing the bell. And that's like the fifth or sixth bell ringing we've done this year, I think, John. People are asking me if that's our part-time job now.
It almost is. I mean, two at the New York Stock Exchange, folks. Two at the NASDAQ and one at Cboe Global Markets.
So, my arm's getting sore, Mark. We're ringing so many bells. But that's good news for our investment bank and the outside business we do beyond Market Rebellion. And in this case, really good for national security, like you said.
All right, let's finally hit on that Zoetis stock, Mark. The stock is just getting cracked. The doggy drug downers, that's what I call it.
Yeah.
Doggy drug downers. Doggy drug downers.
That's what Zoetis does, folks.
Exactly, right. I mean, it plunged because their veterinary product maker lowered full year outlook. And Mark, when you do that, we know you're going to get hit. It's just a question of do you make it to double digits? And if you make it to double digit down, that is definitely a doggy downer.
Yeah, there's no there's no doubt I mean, look, you know, quarter over quarter revenue growth was actually positive. That was one of the few bright spots in this earnings report, but revenue fell 8% on a year-over-year basis to 1.1 billion. But look, I think one of the biggest things impacting
guidance on this company uh is the level of competition. I mean, we love our pets in this country. We love our dogs. We are a nation of dog lovers. And there's so much competition out there and companies that are trying to deliver and are delivering uh veterinary pharmaceuticals uh for our beloved
four-legged friends. And I think that is impacting their outlook. So, yeah, that's uh that's one that's in the doghouse today, John.
Yeah, in the doghouse. All >> [laughter] >> All puns are intended. And send any complaints to Mark S. Lapresti.
>> Yes. All right. Mark, what about DataDog? Um DataDog is a uh basically a platform for cloud applications. Um they have been going in the opposite direction of Zoetis.
They're up almost 29% uh at mid-session here today. Uh basically reported first-quarter results substantially exceeding analyst expectations. And uh uh I think pretty much record revenue here, Mark. So, a
pretty fabulous report all the way along for DDOG. Yeah, no question. And as you may remember, John, uh with our exploits with the Data Pet platform Battlefin, which I co-founded uh seems like eons ago, this is one that we've been watching since it was a private company.
They've done an unbelievable job building and scaling this business. And that quarter-over-quarter revenue growth, actually year-over-year revenue growth that you're talking about that we're reporting in these earnings, 32%.
When you grow your revenue by almost a third, traders, investors, and markets take note. This stock doing incredibly well on that news. This is one even with the run-up in the stock at 30% run in on stock before we started to go on air.
This is one I would still keep on my watch list I'd buy on any uh uh tech sell-off dips that may occur as we do uh expect to see some continued volatility this year. The Iran war's not over, folks. There'll still be days to buy stocks like this that have run up, but this one's definitely not in my doghouse and on my watch list.
Well, I bet this one uh we all wish it was uh in our uh portfolio. I must say I don't have shares in this one, but AAON, folks. This one they do HVAC, which I think most of you guys know what those four letters stand for for
commercial and industrial indoor environments. And who has something marked that needs to constantly be cooled down because the computers just heat up? Well, that would be of course our data center friends. And so we can always tie all of this, you know,
DataDog and AAON to something like these uh AI data centers because these guys 40% to the upside today, Mark. I mean, it's just humping to the upside. And that's a great thing for them. I think we're looking at the highs the highest
levels that it's hit in um uh ever really, but uh hit 149 just uh a little bit ago, Mark. No, and and deservedly so. You know, we talk about those year-over-year increases that tend to push stocks to these kind of parabolic rises in a single day. 50%, folks. This is a
company that reported 50% growth on a year-over-year basis. They are delivering where it matters. And this speaks to a broader uh uh a topic, John.
It's been something that we've been focused on at Market Rebellion for years now. Was part of the subject of our first equity research report how AI demand is changing our energy uh and infrastructure picture in this country. We of course have dealt with all of these naysayers saying that AI it's a bubble, it's a bubble, it's a
bubble. Lisa Su at AMD two days ago, what did she say to those naysayers?
Hold my beer. What's the reality here, folks? All of the companies that are in that data infrastructure space that provide even things as simple as HVAC. You don't think about HVAC as being high-tech. You think about the guys that come and fix your home air conditioner. Well, that's not all the industry's about, folks. This is a
sector This is a tried and true industry in HVAC that is going to and will continue to benefit from the explosion and expansion of AI data centers that is not close to over. Mark my words.
Well, here's even more proof of that, Mark. So, other than Mark's doggy drug downer at the top of the show, everything has been AI related, Mark.
Fortinet, FTNT, up double digits today, basically adapting to the rise of artificial intelligence. Their latest report demonstrated really strong results and the keyword in all those results was AI.
Shares were just up as much as I think 12% early on and then they went up 20% product revenue accelerating dramatically here, Mark. And again, if three of the four stocks that we cover on any given day are data center and or
AI related, that tells you what Mark is saying. It ain't dead. It's just getting started. No, and and this this company also benefiting, of course, from some pretty comedy pretty positive comments from firm Truist Securities coming out. And look, a lot of what this is about,
folks, is the demand side of things. The threat through all of this, to be specific, it's not just AI's booming, it's the question of whether or not we have accurately factored into the price of these stocks what the demand side looks like and the outlook that we're getting when the
guidance is offered by these CEOs in these earning reports continued to increase what the expected demand is. And I think that is a massive, massive takeaway. So, John, we'll look from uh from AI and and data centers and dogs and being in and out of the doghouse, it's a very canine theme
today on today's Rebel's Edge. Maybe producer Jared should have sent pictures of puppies running through a field. I don't know. He may or may not have that available. But, let's get into Pete's Red Zone Sports. What do we got?
Well, uh I think you guys are all going to like this. This is a gentleman who uh had hit uh had gone 3 weeks without hitting a home run. And would probably uh describe a lot of us that if we were playing pro baseball, not everybody's Aaron Judge. Not everybody's uh
Shohei Ohtani hitting home runs virtually every time they get up to the plate. But, this guy, watch this, folks, because he hits three in one [clears throat] game.
And you're about to watch him.
Buried that one.
>> [laughter] >> Again, he'd gone 3 weeks, Mark, with none. And then all of a sudden he gets three in one game. There's a >> [laughter] >> So, that's
field just number one, folks. Now, you're about to see number two.
I think he's seeing this ball pretty well, Mark. I would say. [laughter] Damn.
Apparently that ball hung, as they say, instead of breaking that breaking ball didn't break, it just hung and he just drilled it.
Unbelievable. A good day to be a Dodgers fan, for sure.
And that last one, I don't know what that was. I think he was trying to throw a knuckler, Mark, but it's just a big fat pitch to this guy.
>> [laughter] >> Three today, or yesterday in this case.
Well, um all right. So, Mark, I know you're going to like this next one because we don't show a lot of NFL or talk about a lot of NHL, rather. We talk about a lot of NFL.
Yeah, but you throw the H in there as in hockey. And uh there are some uh pretty happy campers at uh the Sabres playoffs because these guys hadn't uh basically been in the playoffs for 14 years, Mark.
So, a lot of people that bought, you know, season tickets that were just not uh feeling it. But all of a sudden uh these guys made a run this year and uh you know, the rest is kind of history here. Yeah, 109 points to the Atlantic Division champs, absolutely.
The Cinderella story, John. It's a Cinderella Cinderella story. It's a Cinderella story. It is. Remarkable.
Like the Cubs.
Yeah, exactly. Exactly. Uh defeated the Bruins 4-2. Yeah, like you say, this is their first playoff series since 2007.
Congratulations to those guys. Um certainly also fun. Yeah, NHL, I used to play hockey when I was a kid, John, so I still get drawn to watching some of the drama that plays out in the NHL. When I'm not distracted by the drama or the wag drama, as your daughter she taught me a new acronym yesterday the wags of
the wives and girlfriends of these F1 drivers we may have to do a red zone sports on that. We might have to investigate that. Yeah, we might we might have to do a special story on the wags. John was great to be back with you on the rebels edge. Thank you after my hiatus.
It was not a contract dispute folks. We just I had to lots of other things going on as CEO of the company.
We are we are doing a special PDT pattern day trader elimination webinar today at 4:00 p.m. John just a quick reminder you're on that one with me.
We're going to be giving folks an inside look at the pit the rebel pit. We're going to be doing that live at 4:00 p.m.
Producer Jared you can potentially pop up a QR code or something for folks to join. You can see me tonight 11:00 p.m.
on Laura Coates live on CNN. Yeah. The network founded by media mogul Ted Turner that we lost yesterday unfortunately.
>> for all of you.
Sorry?
No, I was going to say all of those webinars like the one you just described Mark are free. So when folks register we'll send them a copy of it and they so they can see it over and over or if it's not convenient for them to join at 4:00 p.m. Eastern right at the market close which it isn't convenient for some
people obviously.
Well heck you have a all the time in the world to watch it as many times as you like. So let's get those numbers up there. There you go. [laughter] I love it. All right doc get home safe. Good to see you and thank you for letting me jump on the rebels edge today.
Bang. We'll be back next Monday folks with more rebels edge action. See you then. sorry.
I'm sorry.

Transcript from the show's YouTube captions; automatic captions may contain errors. Educational content, not investment advice.