Stock Market Today 21.10.2025

EOS Energy Enterprises Stock Jumps After Pennsylvania Expansion Plan for New Plant and Software Hub

October 21, 2025, 6:58 PM EDT. EOS Energy Enterprises (EOSE) stock jumped more than 8% after the company said it will expand manufacturing to meet rising AI power demand. Pennsylvania Governor Josh Shapiro and Allegheny County awarded a $24 million incentive package to build a new battery manufacturing plant in Marshall Township and a software hub in Pittsburgh, creating about 1,000 high-paying jobs. CEO Joe Mastrangelo framed the move as bringing America's battery to scale and deepening ties with Carnegie Mellon University to train graduates in robotics, AI, and engineering for the DawnOS platform. Eos targets 8 GWh of annualized energy storage and is partnering with Talen Energy and MN8 Energy to expand capacity in Pennsylvania.

JPMorgan Chase Opens Net-Zero Global HQ at 270 Park Avenue, Signaling Sustainable Finance and Urban Renewal

October 21, 2025, 6:57 PM EDT. JPMorgan Chase officially opened its net-zero, all-electric global headquarters at 270 Park Avenue, a 60-story tower housing about 10,000 employees. The building, designed by Foster + Partners and developed with Tishman Speyer, integrates smart technology, biophilic design, and broader public spaces to enhance Midtown Manhattan's vibrancy. Powered entirely by renewable hydroelectric energy, it doubles as New York City's largest all-electric skyscraper and aims to improve energy efficiency and air quality with advanced filtration. The project, which involved upgrading transit links to Grand Central and renovating 383 Madison Avenue, supports thousands of local jobs and contributes billions to NYC's economy. JPMorgan Chase reiterates its commitment to New York, sustainable innovation, and the modernization of global workspaces.

Dow Jones Reaches Record Highs as Netflix Drops on Earnings Miss

October 21, 2025, 6:52 PM EDT. The Dow Jones Industrial Average climbed to record levels on Tuesday, with the S&P 500 and the Nasdaq Composite just off their own fresh highs. Blue chips led the rally, with the Dow finishing up about 0.5%, or roughly 218 points. The move came even as Netflix (NFLX) slid about 6% late in the session after missing third-quarter estimates. Investors weighed the resilience of the broader market against earnings volatility as the season progresses, keeping an eye on interest rates and growth expectations to gauge how far the rally can extend beyond the latest highs.

Stock futures little changed after Dow hits new record; Netflix slides on earnings miss

October 21, 2025, 6:50 PM EDT. Stock futures were little changed after a record Dow session as traders digest a flood of earnings. Dow futures edged lower while S&P 500 futures ticked higher and Nasdaq 100 futures dipped about 0.1%. In after-hours trading, Netflix slid roughly 4% on an earnings miss, while Intuitive Surgical jumped around 20% on strong results. The Dow briefly topped 47,000 intraday before finishing near that mark; the S&P 500 was flat and the Nasdaq slipped as some tech names cooled. Investors await more megacap results (including Tesla) and Friday's CPI print, with the Fed expected to cut rates. If earnings stay solid and the AI trade remains intact, a new leg higher could unfold, possibly above 6,800 on the S&P.

Manhattan Associates Q3 EPS Beats on Adjusted Basis; Revenue Rises 3.4%

October 21, 2025, 6:48 PM EDT. Manhattan Associates posted a mixed Q3: GAAP earnings of $0.96 per share on $275.79 million revenue, down from year-ago levels. However, adjusted earnings reached $1.36 per share on $82.63 million, topping the Street consensus of $1.19. Revenue rose 3.4% to $275.79 million. Full-year guidance remains intact: EPS of $4.95-$4.97 and revenue around $1.073-$1.077 billion. The results underscore a split between GAAP results and adjusted profitability, with margin progress supporting the outlook despite softer reported earnings.

Apple Nears $4 Trillion Valuation as iPhone 17 Sales Surge

October 21, 2025, 6:46 PM EDT. Apple Inc. (AAPL) stock stretched toward a $4 trillion market cap after robust early sales of the iPhone 17 lineup. In the first 10 days, U.S. and China demand rose about 14% YoY, with the standard model nearly a third higher than last year, per Counterpoint Research. Analysts say the combination of improved camera, faster processor, brighter display, and added storage at the same price boosts value, especially in price-conscious markets with Chinese discounts. Strong carrier-driven demand is lifting the Pro models, while the new iPhone Air is selling faster than the 16 Plus. The stock has risen about 4.8% YTD and 11.7% YoY amid investor anticipation of longer-term catalysts, including an AI-powered Siri update still pending.

SmartFinancial Inc. Q3 Profit Increases, Beats Estimates

October 21, 2025, 6:44 PM EDT. SmartFinancial Inc. reported a rising Q3 profit that beat Street estimates. GAAP earnings were $13.68 million, or $0.81 per share, up from $9.14 million, $0.54 per share a year ago. Adjusted earnings totaled $14.48 million, or $0.86 per share, beating consensus of $0.72. Revenue rose 21.1% to $42.43 million from $35.03 million. The results highlight robust top-line growth and margin dynamics, with the company outpacing expectations for the quarter.

Bridgewater Bancshares Q3 Profit Advances on 33% Revenue Growth

October 21, 2025, 6:42 PM EDT. Bridgewater Bancshares Inc reported stronger Q3 results, with GAAP earnings of $10.58 million and $0.38 per share, up from $7.66 million and $0.27 per share a year earlier. Excluding items, adjusted earnings were $10.94 million or $0.39 per share. Revenue rose 33.2% to $34.09 million from $25.59 million last year. The results reflect improved demand and operating leverage, boosting the lender's profitability profile. The quarter aligns with a trend of expanding earnings for the bank and reinforces its position in the regional market.

Matador Resources Q3 Profit Retreats as Revenue Rises 4.4%

October 21, 2025, 6:40 PM EDT. Matador Resources reported a Q3 GAAP profit of $176.36 million ($1.42 per share), down from $248.29 million ($1.99 per share) a year earlier. Excluding items, adjusted earnings totaled $169.26 million, or $1.36 per share. Revenue rose 4.4% to $939.01 million from $899.78 million year over year. The quarter shows a profit retreat despite topline gains, with the year-ago period boosted by stronger prices. The top-line growth came alongside a softer per-share profitability on a GAAP basis, highlighting margin pressures. Overall, Matador's Q3 underscored a mixed result: revenue strength amid declining GAAP earnings and EPS compared with the prior year.

Western Alliance Bancorporation Q3 Profit Climbs: EPS and Revenue Up

October 21, 2025, 6:38 PM EDT. In its Q3 report, Western Alliance Bancorporation (WAL) posted GAAP earnings of $250.2 million, or $2.28 per share, up from $196.6 million and $1.80 per share a year earlier. Revenue climbed 7.7% to $750.4 million from $696.9 million last year. The results underscore continued profitability growth for the regional lender, supported by stronger demand for loans and deposit activity. The company noted no explicit full-year guidance in this release. Investors will weigh these figures against expectations and peers to gauge near-term momentum.

Lululemon: 2 Signs the Bottom Is In, and 1 Sign It Isn't

October 21, 2025, 6:36 PM EDT. Lululemon (LULU) has fallen ~60% from its January peak as bears dominated the year, but there are two bullish signs the bottom may be in: 1) price stabilization above crucial support and no new lows since mid-September, with an early-week rally; 2) RSI climbing out of oversold territory, signaling fading bearish momentum and repeated dips finding higher support near $160. On the other hand, the case against a V-bottom recovery remains: the long-term trend stays ugly, and valuation has reset–P/E sliding from ~30 to under 12–raising risk if earnings deteriorate. Analysts like BTIG's Janine Stichter still see upside, with a $303 target implying about 75% upside from here.

Moody Aldrich Liquidates Entire Palomar Holdings Stake (PLMR) Worth $8.2M

October 21, 2025, 6:34 PM EDT. Moody Aldrich Partners LLC fully exited its Palomar Holdings (PLMR) position, selling 53,211 shares for an estimated $8.21 million in the third quarter, per an SEC filing dated October 21, 2025. The post-trade stake is zero shares and represents 0% of 13F AUM; the prior quarter it accounted for about 1.6% of AUM. Palomar shares were $115.34 on Oct 21, 2025, up 9.2% YTD but trailing the S&P 500 by about 5.5 percentage points. Palomar specializes in catastrophe-exposed property insurance, balancing potential profits in calm years with volatility linked to disasters and reinsurance costs. Moody Aldrich's exit appears to be portfolio rebalancing rather than a loss of faith in Palomar's long-term prospects.

Exzeo targets up to $178M in IPO proceeds with $20-$22 share price range

October 21, 2025, 6:32 PM EDT. Exzeo Group, a subsidiary of HCI Group, filed an amended Form S-1 and announced an IPO to raise up to $177.83 million if the shares price at $21 and the underwriters exercise their full option. The company plans to offer 8 million shares at $20-$22 each, plus 1.2 million secondary for the underwriters. For Q3, Exzeo projects post-tax net income of $20.1-$22.2 million, up from $5.3 million a year ago, with revenue of $53.5-$56.8 million (vs $29.1 million in Q3 2024). Managed premiums projected at $1.196-$1.21 billion. Post-IPO, HCI will own about 81.5% of Exzeo. Exzeo describes itself as an end-to-end insurance technology provider; founded in 2012 as HCI's tech arm.

Dow hits record as 3M, Coca-Cola and other big US stocks climb

October 21, 2025, 6:28 PM EDT. The Dow Jones Industrial Average rose 218.16 points to a fresh record, +0.5%, led by 3M after quarterly profit beat estimates. The S&P 500 was nearly flat, about 0.3% below its own record, while the Nasdaq slipped 0.2%. In the broader market, General Motors jumped 14.9 as it lifted forecast targets, RTX gained 7.7%, and Coca-Cola rose 4.1% after solid results. Warner Bros. Discovery climbed 11% on options talks beyond a planned split. Some big tech paused: Alphabet off 2.4%, Broadcom -1.9%, Nvidia -0.8%. Gold fell 5.7% and remains well bid YTD. With earnings season in focus, investors weigh profits against the economy and the Fed amid a government shutdown.

Mattel Q3 Profit Declines, Misses Estimates; Revenue Drops 5.8%

October 21, 2025, 6:26 PM EDT. Mattel (MAT) reported Q3 earnings of $278.4 million, or $0.88 per share, down from $372.4 million and $1.09 a year ago. Excluding items, adjusted EPS was $0.89, versus $1.06 consensus. Revenue fell 5.8% to $1.736 billion from $1.843 billion last year. The results reflect softer demand in the toy sector. For the full year, management kept EPS guidance at $1.54-$1.66 per share.

Cathay General Bancorp Q3 Profit Climbs on Revenue Growth

October 21, 2025, 6:24 PM EDT. Cathay General Bancorp (CATY) reported Q3 earnings growth, with GAAP earnings of $77.65 million and EPS of $1.13, up from $67.51 million and $0.94 a year ago. Revenue rose 4.0% to $160.85 million from $154.65 million last year. The results reflect improving profitability and a healthy revenue trajectory on a year-ago basis.

Capital One Q3 Profit Beats Estimates; Revenue Surges 53%

October 21, 2025, 6:22 PM EDT. Capital One Financial Corp. reported a stronger Q3, with GAAP earnings of $3.086 billion or $4.83 per share, up from $1.692 billion / $4.41 last year. Excluding items, the bank posted adjusted earnings of $3.801 billion or $5.95 per share, beating analysts' $4.36 per share estimate. Revenue climbed 53.4% to $15.359 billion from $10.014 billion a year earlier. The results highlight stronger net interest income and loan growth amid a competitive rate environment. In sum, Capital One delivered a robust beat on EPS and revenue, underscoring resilient consumer credit performance and momentum into the next quarter.

Atkore Inc (ATKR) Crosses Above 200-Day Moving Average

October 21, 2025, 6:20 PM EDT. ATKR shares rose after trading above the 200-day moving average of $151.45, hitting as high as $152.80 intraday. The stock is up about 5.3% on the session, with the last trade around $152.57. The chart shows a 52-week range of $121 to $194.98, highlighting substantial upside potential from the broad range. A move above the 200-day moving average is often viewed as a bullish signal, suggesting momentum could persist if shares stay above the level in coming sessions.

Stocks Rise as Dow Pushes to Another Record High

October 21, 2025, 6:18 PM EDT. Markets closed higher as stocks climbed and the Dow Jones Industrial Average extended its run to a new record high. Traders cited stronger-than-expected earnings, easing inflation concerns, and hopes for continued economic resilience. Broad gains across sectors helped lift the benchmark, with technology and cyclical names among leading movers. While some investors weighed interest-rate expectations and future guidance, the session underscored renewed risk appetite and the market's focus on corporate results and macro data.

Waste Connections Q3 Earnings Decline Amid Revenue Growth

October 21, 2025, 6:16 PM EDT. Waste Connections reported Q3 results with a mixed picture: GAAP earnings declined to $286.27 million ($1.11 per share) from $308.04 million ($1.19 per share) a year ago. Excluding items, adjusted earnings rose to $372.05 million ($1.44 per share). Revenue grew 5.2% to $2.45 billion from $2.33 billion in the prior year. The report underscores a drop in reported profit despite stronger top-line growth, signaling margin dynamics at play. Investors will note the divergence between GAAP vs. adjusted results and the momentum in revenue. Waste Connections continues to pursue its service footprint with continued demand for waste management. These figures reflect GAAP results and non-GAAP adjustments as disclosed.

Netflix Q3 Earnings Rise to $2.547B as Revenue Surges 17.2% to $11.51B

October 21, 2025, 6:14 PM EDT. Netflix Inc. (NFLX) reported a stronger Q3, with GAAP earnings of $2.547 billion, or $5.87 per share, up from $2.364 billion and $5.40 per share a year earlier. Revenue climbed 17.2% to $11.510 billion from $9.825 billion. The results highlight a solid operating trajectory as subscriber momentum and pricing strategies support revenue growth. For the next quarter, management guided EPS of about $5.45 and revenue of roughly $11.960 billion, signaling continued strength. The release underscores Netflix's ability to translate higher subscriber activity into earnings, even as macro pressures persist. Investors will watch how the platform sustains momentum through the upcoming seasonality and ad-supported initiatives.

Chubb Limited Q3 Profit Rises as Revenue Climbs 7.5% to $14.866B

October 21, 2025, 6:12 PM EDT. Chubb Limited (CB) reported a stronger third quarter, with GAAP profit of $2.801 billion and EPS $6.99, up from $2.324 billion and $5.70 per share a year earlier. Revenue rose 7.5% to $14.866 billion from $13.829 billion. The results reflect solid earnings growth and top-line expansion for the insurer, as higher premiums contributed to the quarterly gains. All figures are GAAP results.

UBS RSI Drops to 29.7, Oversold Signal Sparks Potential Buy Interest

October 21, 2025, 6:10 PM EDT. UBS Group (UBS) dipped into oversold territory with an RSI of 29.7, trading as low as $37.58. Relative strength today compares to the SPY at 61.2, suggesting potential exhaust of recent selling and a possible entry point for buyers if momentum turns. The stock's 52-week low sits near $25.75 and the 52-week high around $42.57, with the latest print near $37.56. As Buffett advised, fear and greed drive turns in prices, and a reflex rally could follow an oversold signal. Traders will watch whether the RSI consolidates and if price action confirms a shift in momentum.

Canadian Stocks Slump on Profit Taking as Inflation Data Dims Rate-Cut Hopes

October 21, 2025, 6:08 PM EDT. Canadian stocks fell as traders booked profits after yesterday's gains, with the S&P/TSX Composite Index closing at 29,888.82, down 527.62 points or 1.73%. Only three of 11 sectors posted gains, led by real estate, while materials gained yesterday on gold's record run. Today, investors digested Canada's latest inflation readings: the CPI rose 2.4% year over year in September (from 1.9%), while the monthly CPI edged up 0.1%. The core CPI climbed to 2.8% y/y and 0.2% m/o. Median inflation held at 3.2% and trimmed-mean up 3.1%. A BoC business outlook survey suggested more firms brace for a possible recession, denting hiring and expansion. Markets still price in a 25 bp rate cut to 2.25% at the Oct. 29 meeting, though expectations have cooled.

Keystone Financial Planning Boosts Chevron Position with 53,772-Share Buy (CVX)

October 21, 2025, 5:58 PM EDT. Keystone Financial Planning disclosed a third-quarter purchase of 53,772 Chevron shares, valued at about $8.33 million. The trade lifts the fund's CVX stake to 78,550 shares (≈ $12.20 million as of Sept. 30, 2025) and raises CVX to 3.5% of AUM, making it the fund's third-largest holding. The filing shows CVX remains a core bet as the portfolio centers on a few names (SCHD, MSFT, CVX). As of Oct. 7, 2025, Chevron traded around $154.91 per share, up 2.5% for the year, but underperformed the S&P 500 by roughly 9.3 percentage points over the same period.

Abacus FCF Advisors Bets $16 Million on Hilton as Hilton Stock Lags Market

October 21, 2025, 5:56 PM EDT. Abacus FCF Advisors disclosed a new stake in Hilton (HLT), buying 62,891 shares for about $16.3 million in Q3, per an SEC 13F. The addition lifts the fund's reportable holdings to 60 and 13F AUM to $752.3 million. As of Tuesday, Hilton trades around $265.79, up 12% over the last year but has underperformed the S&P 500 by about 3 percentage points. Hilton's business remains largely fee-based, with a pipeline of 510,600 rooms in development (+4% YoY) and $529 million in share repurchases; RevPAR fell 0.5% but is seen improving up to 2% for the year on a currency-neutral basis. Next results due Nov 5, with consensus $2.05 per share on roughly $3 billion in revenue. Abacus' move aligns with a focus on strong free cash flow and shareholder returns, even as some peers lag.

Dow near record as earnings flood tests Nasdaq

October 21, 2025, 5:54 PM EDT. Dow Jones futures edged toward a record while the Nasdaq lagged as investors priced in a flood of earnings. Halliburton beat on revenue and adjusted EPS for Q3, reporting $5.6B in revenue and $0.58 per share, above consensus of $0.49. The energy-services giant also announced a deal to supply power-generation equipment for VoltaGrid's data-center customers, with a rollout expected in the Middle East. CEO Jeff Miller emphasized cash return, disciplined capital allocation, and investment in differentiated technologies. Miller noted robust demand for power and AI-driven workloads, a global opportunity map that spans 70 countries. The session underscored the diverging pace of sentiment across sectors as investors digest earnings and guidance amid macro questions about energy demand and capital allocation.

Noteworthy Tuesday Option Activity: ROKU, WMT, AZO

October 21, 2025, 5:52 PM EDT. Tuesday's notable options activity swept three Russell 3000 components: ROKU saw 11,273 contracts traded (about 1.1 million underlying shares), roughly 41.4% of its average daily volume (ADV of 2.7 million). The standout was the $140 call expiring Oct 31, 2025, with 1,690 contracts (~169k shares). WMT followed with 63,477 contracts (about 6.3 million shares; ~41.3% of ADV of 15.4 million). The top strike was the $110 call expiring Nov 21, 2025 at 7,956 contracts (~795.6k shares). AZO posted 527 contracts (~52,700 shares, ~41% of ADV of 128,615). The focal point: the $4,200 put expiring Mar 20, 2026 with 83 contracts (~8,300 shares).

WD-40 (WDFC) Breaks 2% Yield Threshold Amid Dividend Appeal

October 21, 2025, 5:50 PM EDT. WD-40 Co (WDFC) traded near $151.41 as a quarterly dividend of $3.12 (annualized) pushed the yield above 2%. The update underscores how dividends can boost total returns, contrasting with a long-run IWV example that delivered about 13.15% including distributions. WD-40's status as a member of the Russell 3000 adds visibility. Yet dividend amounts are tied to profitability, so the sustainability of a 2% yield hinges on earnings trajectory and payout policy. Investors should assess whether the current yield is likely to persist before assuming it's repeatable.

Noteworthy Tuesday Options Activity in NLY, ORA, SPHR

October 21, 2025, 5:48 PM EDT. Today's notable options activity spans three Russell 3000 components. In NLY, total volume reached 34,968 contracts (about 3.5 million underlying shares), equal to roughly 50.9% of its 1-month ADV of 6.9 million. The standout was the $22 call expiring Oct 24, 2025, with 29,101 contracts (≈2.9 million shares). In ORA, volume stood at 3,020 contracts (≈302,000 shares), about 50.7% of its 1-month ADV of 596,015. The focus was the $105 put expiring Nov 21, 2025, with 1,226 contracts (≈122,600 shares). SPHR traded 4,964 contracts (≈496,400 shares), about 49.8% of its 1-month ADV. The active strike was the $70 call expiring Nov 21, 2025 (1,096 contracts, ≈109,600 shares).

Notable Tuesday Options Activity: ELV, OGN, GSAT

October 21, 2025, 5:46 PM EDT. On Tuesday, notable option activity lit up ELV, OGN, and GSAT. In ELV, 7,689 contracts traded, about 768,900 shares, roughly 43.8% of its 1-month average volume. The standout: the $350 strike put expiring 11/21/2025 with 884 contracts (≈88,400 shares). For OGN, 14,023 contracts changed hands (≈1.4M shares), about 43.1% of its average. The notable trade: the $9 strike put expiring 11/21/2025 with 10,365 contracts (≈1.0M shares). GSAT saw 4,667 contracts (≈466,700 shares), about 41.5% of average volume; the $35 strike put expiring 11/21/2025 had 3,675 contracts (≈367,500 shares). Charts accompany each name; expirations shown are 11/21/2025.

Notable Tuesday Options Activity: EOSE, SPOT, MP

October 21, 2025, 5:44 PM EDT. Today's notable options volume in EOSE (EOS Energy Enterprises Inc), SPOT (Spotify Technology SA), and MP Materials Corp highlighted several outsized trades. In EOSE, 149,118 contracts traded (~14.9 million shares), about 60.1% of the 1-month ADV, with the $18 strike call expiring October 24, 2025 seeing 9,863 contracts (≈986,300 shares). In SPOT, 8,025 contracts (~802,500 shares), about 56.1% of the ADV, with the $695 strike call expiring October 24, 2025 at 651 contracts (≈65,100 shares). MP saw 113,606 contracts (~11.4 million shares, ~55% of ADV), led by the $82 strike call expiring October 24, 2025 (9,319 contracts, ~931,900 shares). Charts highlight the strikes in orange.

Noteworthy Tuesday Options Action: GS, MTUS, PTON

October 21, 2025, 5:42 PM EDT. On Tuesday, notable options activity lit up the Russell 3000. GS traded 20,132 contracts (~2.0 million underlying shares), about 95.6% of its 1-month average daily volume (ADV). The standout was the $770 strike call expiring Oct 24, 2025, with 741 contracts (~74,100 shares). MTUS saw 1,805 contracts (~180,500 shares, 73.6% of ADV). The top call option was the $17.50 strike expiring Feb 20, 2026 at 1,550 contracts (~155,000 shares). PTON posted 107,677 contracts (~10.8 million shares, ~70.2% of ADV), led by the $8.50 strike call expiring Oct 24, 2025 with 73,035 contracts (~7.3 million shares). For more expirations, visit StockOptionsChannel.com.

Ten-Year Treasury Yield Falls to Lowest Close in Over a Year

October 21, 2025, 5:40 PM EDT. Following a session of gains, the ten-year yield slid 2.3 basis points to 3.963%, marking the lowest closing level in over a year for the benchmark note. Bond prices rose early and remained higher as markets priced in ongoing optimism about Fed rate cuts despite the U.S. government shutdown. Traders anticipate back-to-back 25-basis-point reductions next year, though the shutdown could push for a more aggressive easing path if data are delayed. The upcoming CPI report on Friday looms as a key risk event that could shape rate expectations. Overall, dovish sentiment persisted as investors weigh the timing and magnitude of future monetary easing against fiscal constraints.

Birchcliff Energy Clears 200-Day Moving Average Above $6; Shares Rally

October 21, 2025, 5:38 PM EDT. Birchcliff Energy Ltd (TSX: BIR.TO) cleared above its 200-day moving average on Tuesday, with intraday highs near $6.35 after opening near $6.24. The stock was trading about 2.2% higher on the session. The chart also shows a 52-week range of $4.525 to $7.86, with the latest print at $6.33. A move above the long-term average can signal short- to mid-term bullish momentum for oil-and-gas names like Birchcliff Energy. Traders will note the stock's proximity to resistance around the 200-day line and the potential for a continued uptick if the momentum sustains. TSX: BIR.TO may attract attention as investors scan for names breaking above key moving averages.

Nasdaq Sees Broad Digital Asset Opportunities Across Franchise as Tokenization Advances

October 21, 2025, 5:36 PM EDT. Nasdaq chair and CEO Adena Friedman says rising institutional appetite for digital assets is unlocking opportunities across its franchise-from trading and technology to surveillance and the index business. The company has filed with the SEC to adapt its existing equities and ETF trading infrastructure for tokenized securities, allowing investors to opt for token settlement into a digital wallet on an order-by-order basis. Nasdaq is collaborating with the DTCC on dual settlement paths while keeping the underlying equity tokenized, not a derivative. Potential benefits include more mobile collateral, shorter settlement cycles, and greater capital efficiency in a global payments framework. Nasdaq also notes crypto-focused index products and ETFs, and continues to provide blockchain-based collateral management and surveillance tech through its Calypso platform as institutional interest grows.

Quantum Financial Buys $2.59M of Dimensional Global Core Plus Fixed Income ETF (DFGP)

October 21, 2025, 5:34 PM EDT. Quantum Financial Advisors disclosed a buy of 47,224 shares of the Dimensional Global Core Plus Fixed Income ETF (DFGP), valued at about $2.59 million for Q3 2025. The post-trade position totals 248,411 shares valued at roughly $13.80 million, representing 1.7% of 13F AUM and placing DFGP outside the fund's top five holdings. As of Oct. 7, 2025, the ETF yielded 2.9% and traded at $55.65, with a one-year total return of 1.7% and trailing the S&P 500 by about 12.1 percentage points. The fund's exposure implies a diversified, global fixed-income focus, including both investment-grade and select lower-rated securities, aiming for risk-adjusted returns. Quantum's stake aligns with a broader tilt toward fixed income amid rate volatility.

Nvidia Stock Forecast for 2026: Growth, Challenges, and Valuation Outlook

October 21, 2025, 5:32 PM EDT. Nvidia has sustained its breathtaking rise, delivering quarter after quarter of better-than-expected revenues and defying skeptics. As AI and data-center demand accelerates, analysts debate whether the rally can continue or if a plateau lies ahead. In Q2 FY2026, revenue was $46.7B, up 56% YoY, the ninth straight quarter of 50%+ growth, though data-center sales came in at $41.1B vs. $43.3B ests. Q3 guidance of $54B signals momentum remains. A geopolitically charged China setup, export controls, and the H20 chip saga have trimmed China's share of revenue, yet investors largely overlook near-term risk amid global AI demand. Some analysts warn of bubble-like behavior from circular funding, while hyperscalers stay the backbone of AI infrastructure.

Why Beyond Meat Stock Jumped Again as Walmart Expands Availability

October 21, 2025, 5:30 PM EDT. Beyond Meat (BYND) surged for a second day on meme-stock momentum and news of expanded Walmart distribution. By 1:42 p.m. ET, the shares were up about 78% on extraordinarily high volume, following yesterday's roughly 128% spike after converting roughly $1 billion in debt into stock, boosting liquidity. Walmart is widening availability at 2,000+ stores and adding new products like the Beyond Burger six-pack, Beyond Chicken Pieces, and Beyond Steak Korean BBQ-Style. The move seems driven by momentum rather than fundamentals; the stock's run may fade if losses and declining revenue persist toward potential bankruptcy. The article also notes Motley Fool Stock Advisor's top-10 list and cautions against treating the rally as a sure thing.

The 2026 Social Security COLA Could Be Historic, But Retirees Face Challenges

October 21, 2025, 5:28 PM EDT. As inflation pushes prices higher, retirees are watching the 2026 COLA: the Social Security cost-of-living adjustment expected to be announced around Oct. 24, tied to September's CPI data. The Senior Citizens League projects about a 2.7% increase, which would mark the fifth straight year of above-average COLAs and a first in three decades with more than 2.5% for five years. Yet higher benefits come with a catch: the real buying power of these payments has fallen about 20% since 2010 because the COLA relies on CPI-W, which underweights retirees' steeper costs in housing and healthcare. Roughly 16 million older Americans depend on Social Security, and while average benefits recently topped $2,000/month and the max hit $5,108 at age 70, rising costs could outpace gains. Oct. 24 remains critical for prognosis.

Mattel to Host Q3 25 Earnings Conference Call at 5:00 PM ET on Oct 21, 2025

October 21, 2025, 5:26 PM EDT. Mattel Inc. will host a Q3 25 earnings conference call at 5:00 PM ET on October 21, 2025 to discuss third-quarter results. The live webcast can be accessed at the company's investor site: https://investors.mattel.com/events-and-presentations. Management will review performance, expectations, and factors driving near-term results. Note: the views expressed are those of the author and not necessarily those of Nasdaq, Inc.

Capital One Financial to Host Q3 2025 Earnings Conference Call at 5:00 PM ET

October 21, 2025, 5:24 PM EDT. Capital One Financial Corp. (COF) will host a conference call at 5:00 PM ET on October 21, 2025 to discuss Q3 25 earnings results. To access the live webcast, visit the official site at https://investor.capitalone.com/. The disclaimer notes that the views are those of the author and not necessarily those of Nasdaq, Inc.

Coca-Cola Stock Pops After Strong Q3 Beat: Revenue Growth, Margin Expansion and 2025 Guidance

October 21, 2025, 5:22 PM EDT. Shares of Coca-Cola (KO) jumped more than 4% after the beverage giant posted a solid third-quarter beat, aided by 5% revenue growth to $12.5 billion and a higher unit-case volume (+1%). Strong Coke Zero Sugar demand (+14%) helped lift results, along with ongoing cost-reduction initiatives that boosted operating margin to 31.9% from 30.7%. Adjusted EPS rose 6% to $0.82, topping consensus of $0.78. Management framed 2025 with organic revenue growth of 5%-6% and adjusted earnings growth of 3%-8% (excluding currency). The company also cited affordability strategies like mini cans as it navigates a tougher consumer backdrop. With market share gains in nonalcoholic ready-to-drink and continued product diversification, Coca-Cola remains a benchmark consumer staple.

MAA.PRI Yield Crosses 7.5% Threshold: Mid-America Apartment Communities' Series A Preferred Shares

October 21, 2025, 5:20 PM EDT. Mid-America Apartment Communities' 8 1/2% Series A Cumulative Redeemable Preferred Shares (MAA.PRI) yielded above 7.5% on Tuesday based on a $4.25 annual dividend, with intraday prints as low as $55.71. The move comes as the Real Estate-sector preferreds average around 7.85% per Preferred Stock Channel. At last close, MAA.PRI traded at a 13.42% premium to its liquidation preference, versus an sector-wide 11.58% average discount in Real Estate. A one-year view compares MAA.PRI to the MAA common, showing the preferred down roughly 1.8% on the day while the common rose about 0.9%.

Tuesday Sector Leaders: Services and Industrial Lift Markets

October 21, 2025, 5:18 PM EDT. In Tuesday afternoon trade, the Services sector leads (+1.1%), with WBD up 10.2% and LULU up 5.5% within the group. The iShares U.S. Consumer Services ETF (IYC) is higher by about 1.2% today and 9.60% YTD. WBD is +90.92% YTD; LULU is -52.42% YTD. Together they comprise roughly 1.0% of IYC's holdings. The Industrial sector rises ~1.0%, led by RTX (+8.4%) and Gartner (IT) (+7.9%). The XLI ETF is up ~1.0% today and 18.82% YTD; RTX is +52.25% YTD, Gartner -46.66% YTD, with RTX around 5.0% of XLI. A trailing-12-month performance chart colors symbols, and a snapshot shows eight sectors higher and one lower in the S&P 500.

Tuesday Sector Laggards: Utilities Lag, Energy Edges Higher

October 21, 2025, 5:16 PM EDT. Utilities are the day's worst-performing sector, up 0.8% in afternoon trading. Within Utilities, NRG Energy Inc (NRG) fell 0.8% and Consolidated Edison Inc (ED) was flat, aiding the Utilities Select Sector SPDR ETF (XLU), which rose 0.8% and trades up 8.72% year-to-date (YTD). NRG is up 74.41% YTD, ED up 18.58% YTD, together ~5.5% of XLU's holdings. The Energy sector is higher by 1.3%; ConocoPhillips (COP) and Exxon Mobil Corp (XOM) gain 0.3% each, while XLE is up 0.9% but down 2.63% YTD. COP and XOM combine to ~30.3% of XLE's holdings.

Philip Morris International Crosses 4% Yield Threshold

October 21, 2025, 5:14 PM EDT. Philip Morris International (PM) is trading with a dividend yield above 4% based on its quarterly payout (annualized to $5.88). On Tuesday, the stock was near $142.33. The piece highlights why dividends matter for total returns, noting that owning the S&P 500 ETF (SPY) since 1999 would have delivered a meaningful dividend stream alongside price moves. Even with reinvestment, the long-run total return can be modest, underscoring why a durable 4% yield is attractive when supported by profitability. PM remains a constituent of the S&P 500 and thus a reminder of its large-cap status. Investors should review the dividend history to gauge whether the payout is likely to continue and sustain a 4%+ yield, rather than relying on price moves alone.

Elevance Health (ELV) Yields Above 2% Territory as Dividend Appeal Grows

October 21, 2025, 5:12 PM EDT. Elevance Health Inc (ELV) traded with a yield above the 2% threshold based on its quarterly dividend (annualized to $6.84). The stock traded as low as $337.00 on the day. The piece highlights how dividends contribute to long-term returns, contrasting with price moves like the SPY example, where dividends helped deliver a positive total return over years even as price declined. For ELV, being a constituent of the S&P 500 gives it large-cap status and visibility. But dividends are never guaranteed; investors should consult the history chart and cash-flow trends to gauge whether the 2% yield is sustainable and whether the payout is likely to continue.

Notable Tuesday Option Activity: AA, DHR, FLR Highlight Surging Volume

October 21, 2025, 5:10 PM EDT. Notable Tuesday options activity lit up AA, DHR and FLR, with volume swelling as contracts traded well above typical daily averages. AA saw 32,862 contracts traded-about 3.3 million underlying shares and roughly 45.3% of its 1-month ADV. The standout was the $50 strike call expiring June 18, 2026, with 5,247 contracts (roughly 524,700 shares). DHR posted 21,833 contracts, about 2.2 million shares and ~44.4% of ADV; notable was the $230 strike call expiring January 16, 2026 with 2,161 contracts (~216,100 shares). FLR showed 15,939 contracts, ~1.6 million shares and ~43.8% of ADV; the $55 strike call expiring November 21, 2025 drew 2,226 contracts (~222,600 shares).

Gold Falls 5% in Biggest One-Day Decline Since 2013 as Silver and Platinum Retreat

October 21, 2025, 5:08 PM EDT. Gold futures tumbled about 5.2% on Tuesday, slipping toward $4,130 per ounce after an intraday drop of as much as 6.3% – the largest since June 2013. Silver and platinum also retreated, off roughly 6.7% and 7.2% respectively, after sustained climbs this year. Analysts described the move as a technical correction and a cooling of a broad rally that had drawn in a widening set of buyers. A firmer U.S. dollar weighed on bullion overseas, while traders cited profit-taking after a surge in demand for safe-haven assets. Banks have issued divergent forecasts, with Bank of America nudging gold to a $5,000 target for 2026 and HSBC remaining bullish, while other firms displayed more modest calls for 2025-2026. The pullback comes as investors weigh policy risk and liquidity dynamics in a year of elevated uncertainty.

Beyond Meat Joined Popular Meme-Stock ETF as Rally Persists

October 21, 2025, 5:06 PM EDT. Beyond Meat (ticker BYND) has been added to a leading meme-stock ETF as its latest rally extends. The inclusion highlights growing institutional attention to meme-driven names and could broaden exposure alongside favorites like GameStop and AMC. ETF changes can happen quickly, so traders should watch liquidity, volatility, and potential tracking error. Analysts say the move may reflect renewed interest in plant-based names during a rotation toward high-beta plays. Monitor volume spikes, options activity, and any shifts in the ETF's mandate. With BYND facing macro headwinds, the new exposure may offer fresh momentum opportunities and risk management considerations.

Florida Fund Abacus FCF Advisors Exits DoorDash Stake After 70% Surge

October 21, 2025, 5:02 PM EDT. Florida-based Abacus FCF Advisors fully exited its DoorDash position in the third quarter, selling 70,573 shares for about $17.4 million – roughly 2.3% of its AUM. The SEC filing shows no DoorDash stake remained at quarter-end. DoorDash has surged about 72% YoY, outpacing the S&P 500, as revenue grows and profitability strengthens. Abacus's exit fits a broader rebalancing theme after a rapid run, with the manager pivoting toward names with steadier dividends and less cyclicality. DoorDash's performance metrics-faster order growth and higher revenue-help explain the stock's strength, while the fund locks in gains and repositions for the next leg of its portfolio.

Aurelia Metals Delivers Strong September Quarter 2025 Operational Results in Cobar Region

October 21, 2025, 5:00 PM EDT. Australian miner Aurelia Metals Ltd reported a solid September quarter 2025 performance across its Cobar region. Total ore mined reached 195,322 tons, with robust grades across gold, silver, copper, lead and zinc. Processing achieved high recoveries, including 93.9% for gold and 93.7% for silver. Gross revenue came in at $84.8 million, supported by gold and zinc sales, while operating costs were $70 million (about $367 per ton processed). Supported by favorable market prices, the company continues to pursue operational excellence and advance its long-term development plans in the Cobar region. AMI.AX closed at $0.2550 on Tuesday, down about 3.8% on the ASX.

Hanmi Financial Q3 25 Earnings Conference Call at 5:00 PM ET – Key Details

October 21, 2025, 4:58 PM EDT. Hanmi Financial Corporation (HAFC) schedules a Q3 25 earnings conference call for 5:00 PM ET on October 21 to discuss quarterly results. Investors can access the live webcast via the company's IR calendar page at https://investors.hanmi.com/news-events/ir-calendar/detail/7758/q3-earnings-conference-call. To listen by phone, dial 1-877-407-9039. The call provides management commentary on performance and outlook for the quarter. Please note that the views and opinions expressed are those of the author and may not reflect those of Nasdaq, Inc.

Manhattan Associates to Host Q3 25 Earnings Conference Call at 4:30 PM ET

October 21, 2025, 4:56 PM EDT. Manhattan Associates (MANH) will host a conference call at 4:30 PM ET on October 21, 2025 to discuss Q3 25 earnings results. To access the live webcast, visit https://ir.manh.com/events-and-presentations/upcoming-events. To listen by phone, dial US +1-877-660-6853 or International +1-201-612-7415. Access ID: 13756030. The views expressed are those of the author and may not reflect Nasdaq, Inc.'s views.

Navan kicks off IPO roadshow, eyeing $24-$26 per share for NAVN on Nasdaq

October 21, 2025, 4:54 PM EDT. Navan Inc has kicked off its IPO roadshow, aiming to list on Nasdaq under the ticker NAVN and raise capital by selling 36.9 million shares. The price range is $24-$26 per share, with about 30 million new shares issued by Navan and ~6.92 million held by existing stockholders. An over-allotment option could add up to ~5.54 million shares. Goldman Sachs and Citigroup lead the book, with Jefferies, Mizuho, and Morgan Stanley among joint bookrunners; BNP Paribas, Citizens Capital Markets, Oppenheimer, MUFG, Needham, BTIG as co-managers, and Loop Capital Markets, Academy Securities, Rosenblatt as co-managers. The company has filed an S-1 with the SEC; shares can't be sold until approval is granted. Navan positions itself as an all-in-one travel, payments and expense platform and faces interest as a potential enterprise software winner.

What the 1929 Crash Still Teaches Today's Markets

October 21, 2025, 4:52 PM EDT. Across the 1920s, speculation and rising debt inflated a market on margin. Andrew Ross Sorkin's 1929 exposes how debt and margin fueled a bubble, how insiders manipulated prices through pools, and how a lack of regulation left the system vulnerable. The crash did not just wipe out billions; it reshaped the nation and forced early policy responses. The book's archival detail-minutes, diaries, and insider letters-reminds us that risk management, not blind optimism, matters. Today's readers can recognize echoes of that era in fragile confidence, asset booms driven by credit, and the danger when powerful investors escape scrutiny. The central lesson: without sturdy rules and sober risk assessment, markets are as vulnerable to collapse as to growth.

American Rebel Holdings Retains Nasdaq Listing After Panel Decision

October 21, 2025, 4:50 PM EDT. American Rebel Holdings (AREB) won a reprieve from Nasdaq, with a Hearings Panel allowing the listing to continue if the company complies with the Equity Rule by November 15, 2025. After a Sept. 30 hearing for not meeting the rule, AREB must disclose public information and tighten its balance sheet to stay listed; failure could trigger delisting. Analysts remain negative: the latest rating is Sell with a $1.00 target. Spark's AI Analyst flags Underperform amid negative profitability, high leverage, and bearish technical momentum. The stock trades with a small market cap (~$1.22M) and modest liquidity, underscoring risks for value-oriented longs.

Warner Bros. Discovery stock hits 52-week high as strategic review opens door to sale or spin

October 21, 2025, 4:48 PM EDT. Warner Bros. Discovery (WBD) shares jumped to a 52-week high after the company said its board is launching a strategic review to maximize shareholder value. The path under consideration ranges from a spin or split to a full sale or separate transactions for Warner Bros. and Discovery Global, with an alternative structure possibly enabling a merger with a spin-off to shareholders. The company cited unsolicited interest from multiple parties and noted no timeline for the review. Analysts offered mixed views. TD Cowen's Doug Creutz called the announcement a formality and sees a Paramount Skydance transaction as reasonably likely, with other bidders less probable. Benchmark's Matthew Harrigan bumped the target to $25, arguing a pre-separation bid could unlock more value, aided by potential synergies with Paramount Skydance. Netflix's stock moved to a 52-week high on earnings context as well.

Columbia Financial Rallies After Strong Quarterly Beat

October 21, 2025, 4:46 PM EDT. Columbia Financial (CLBK) surged 7% on Tuesday after a quarterly beat across key metrics. The bank reported net interest income of $57.4 million, up 26.7% year over year, and EPS of $0.15, up 150% and above estimates. The gains came from reinvesting older securities into higher-yielding assets and benefiting from the Federal Reserve's rate cuts that reduced deposit costs. Provisions for loan losses declined as charge-offs improved, signaling stronger underwriting. Loan growth was modest at about 4.8% annualized, while ROE rose to roughly 6% from 2.6% a year ago. The portfolio's focus on multifamily and commercial real estate helped weather regional bank fears. If margins hold and real estate recovers, the stock could extend its rebound, though valuation remains tied to housing trends.

Bitcoin Could Soar 19,500% Says Michael Saylor: What Investors Should Know

October 21, 2025, 4:44 PM EDT. Bitcoin is at the core of billionaire Michael Saylor's strategy. Now Strategy's chairman, Saylor redirected cash into Bitcoin about five years ago, building a large crypto treasury with over 640,000 BTC worth more than $68 billion. The bullish thesis: more of the world's wealth will flow into Bitcoin, lifting its price over time. Saylor forecasts a potential gain of more than 19,500% over the next 21 years, and even targets around $21 million per BTC by 2046, aided by favorable regulatory shifts. Yet crypto remains highly volatile, and the article urges investors to think for themselves before committing capital. Forecasts are uncertain and should be approached with caution in evolving markets.

Danaher Rises After Q3 Beat as DBS-Driven Growth Fuels Bioprocessing and Cepheid

October 21, 2025, 4:42 PM EDT. Danaher (DHR) stock jumped as much as 12.9% after a Q3 beat. The company posted core revenue growth of 3% and an adjusted operating margin of 27.9%. Management credited DBS-driven execution and momentum in its bioprocessing business, plus better-than-expected Cepheid respiratory revenue. CEO Rainer Blair said customers pulled forward purchases ahead of the respiratory season. For 2026, the company sees core revenue growth of 3%-6% and high-single-digit earnings growth, a wide range that may cap upside given the stock trades near 29x estimated 2025 earnings. Investors should weigh the solid beat against valuation concerns and China exposure in diagnostics, and decide whether the rally can extend.

Navan IPO Targets ~$6.45B Valuation in $960M Nasdaq Offering Amid Travel-Tech Rally

October 21, 2025, 4:40 PM EDT. Navan (NAVN) has kicked off its Nasdaq IPO roadshow, planning to offer 36.924 million Class A shares at $24-$26, for about $960 million. At the top end, the implied valuation is ~$6.45 billion, far below its $9.2 billion private value in 2022. Lead bookrunners are Goldman Sachs and Citi, with Jefferies, Mizuho and Morgan Stanley on the deal. A 15% greenshoe could add up to 5.54 million shares. Proceeds largely target debt repayment (~$657 million). Navan, a Palo Alto travel and expense platform (formerly TripActions), projects about $537 million in revenue for 2024 (vs. $329 million in H1 2025) but remains unprofitable due to high interest costs. Pricing/policy aims for trading around Oct 30 under ticker NAVN; founders retain control (CEO Ariel Cohen ~24%, CTO Ilan Twig ~43%).

Meta Platforms Stock Faces Short-Term Pressure; Analysts Remain Bullish Ahead of Q3

October 21, 2025, 4:38 PM EDT. Meta Platforms (META) stock has cooled after a scorching run but remains a focal point for AI and ad demand. In October the shares edged higher by a fraction, with Meta chopping near a 732 handle after a summer rally. Analysts say the pullback creates entry opportunities ahead of Q3 results due Oct. 29. Morgan Stanley's Brian Nowak keeps an overweight rating with a $850 target, citing improving ad targeting, growing engagement, and a 2026 EPS upgrade to roughly 12% above consensus. BofA's Justin Post echoes the bullish theme with a $900 target, highlighting constructive ad checks and an AI roadmap that could lift ad revenues. The stock sits near a flat base with a buy point around 796 and an IBD Composite Rating of 96.

Nasdaq Q3 2025 Highlights: Revenue Growth, ARR Milestone, and Crypto Tokenization Initiatives

October 21, 2025, 4:36 PM EDT. Nasdaq Inc (NDAQ) posted solid Q3 2025 results with net revenue of $1.3 billion, up 11% year over year. Quarterly solutions revenues surpassed $1 billion for the first time, as total ARR rose 9% to $3 billion. Diluted EPS advanced 19%, underscoring profitability amid strength in the fintech and market services segments. The financial crime management technology arm missed benchmarks, while IPO activity faced near-term delays from macro uncertainty and a government shutdown. In digital assets, Nasdaq signaled a strategic push into crypto and tokenization-expanding trading/surveillance tech, exploring collateral management on blockchain, and evaluating tokenized securities and crypto ETFs. CEO Adina Friedman emphasized regulatory clarity as a lever for broader adoption and ecosystem growth, including potential crypto index products.

Bitcoin climbs as gold slips; Verizon downgraded, Sunrun upgraded

October 21, 2025, 4:32 PM EDT. Bitcoin edged higher, breaking above the 111,000 mark as traders weigh whether today's rally signals a lasting move or a temporary speed bump in the cycle. Bitcoin strength coincides with a retreat in gold, which posted its biggest daily drop in years. On the earnings/analyst front, Verizon was downgraded by BNP Paribas after a CEO change raised questions about strategy and how aggressively the carrier can defend market share. Meanwhile, Sunrun was upgraded from neutral to buy by City, which sees tailwinds lifting growth and expects the company to beat 2025 cash flow targets. That's your Market Minute.

COR (CENCORA INC) Validea Pim van Vliet Multi-Factor Rating: 68% with Final Rank FAIL

October 21, 2025, 4:28 PM EDT. Validea's guru-style review of CENCORA INC (COR) puts the stock at a 68% rating under the Pim van Vliet multi-factor framework, which emphasizes low volatility, strong momentum, and high net payout yield. In this analysis, COR is a large-cap growth name in the Major Drugs space. The table flags a mix of results: Market Cap: PASS, Standard Deviation: PASS, Twelve Minus One Momentum: NEUTRAL, Net Payout Yield: NEUTRAL, with a Final Rank: FAIL. While the model identifies potential due to valuation and fundamentals, the overall signal doesn't reach the higher confidence thresholds (80%+ or 90%+). Investors should note the divergence between the favorable cap/volatility signals and the weaker momentum/payout signals, which keeps the stock on watch rather than a clear buy.

PWR: Validea Mohanram Growth Model Signals 77%

October 21, 2025, 4:26 PM EDT. Quanta Services Inc. (PWR) earns a 77% score under Partha Mohanram's P/B Growth Investor model, indicating some interest from this growth framework. The model seeks low book-to-market stocks with signs of sustained future growth. PWR is a large-cap growth stock in the Construction Services industry. Key points: tests for Book/Market, ROA, CFO to Assets, and CFO to ROA pass; ROA variance and Sales variance pass; Advertising to Assets and R&D to Assets fail; CAPEX to Assets passes. Thresholds note that a score of 80%+ signals some interest and 90%+ signals strong interest. Overall, the fundamentals show several positives with notable negatives within this framework.

EQT Corp Scores 94% on Acquirer's Multiple in Validea Guru Analysis

October 21, 2025, 4:24 PM EDT. Validea's guru report ranks EQT Corp highly under the Acquirer's Multiple value framework, scoring 94% and signaling strong interest for a potential takeout target. Among 22 guru strategies, this model flags EQT as a deep-value stock in the Oil & Gas Operations sector, with the rating surpassing the 80% threshold and well above the 90% mark indicating strong interest. The analysis centers on Tobias Carlisle's method of identifying inexpensive stocks likely to attract acquirers. Note: The views are Validea's interpretation of the strategy.

MDLZ Quantitative Stock Analysis: Pim van Vliet Strategy Rates Mondelez at 87%

October 21, 2025, 4:22 PM EDT. Validea's guru fundamental report flags MONDELEZ INTERNATIONAL INC (MDLZ) as a top pick under the Pim van Vliet multi-factor framework. The model emphasizes low volatility with supportive momentum and net payout yield signals. MDLZ scores 87%, suggesting the stock meets many of the strategy's tests and may offer favorable downside protection alongside upside potential. The analysis notes a mix of results across criteria, with entries like market cap pass and standard deviation pass, while final rank remains fail under this specific framework. As a large-cap player in the Food Processing sector, MDLZ is positioned as a growth-oriented name within a low-risk factor approach, reflecting conservative equity principles. Investors should weigh the model's strong fundamentals against its mixed ranking in this particular strategy, and consider how a low-volatility, payout-focused stock fits their portfolio goals.

SAP SE ADR Tops Pim van Vliet Multi-Factor Model: Validea Guru Score 93%

October 21, 2025, 4:20 PM EDT. Validea's guru fundamental analysis rates SAP SE (ADR) at 93% under the Pim van Vliet multi-factor model, a system favoring low volatility with momentum and payout signals. SAP SE is a large-cap growth stock in the Software & Programming industry, and the 93% score indicates strong interest from this conservative framework. The detailed table shows SAP passing on MARKET CAP and FINAL RANK, while STANDARD DEVIATION and TWELVE MINUS ONE MOMENTUM are neutral, and NET PAYOUT YIELD is neutral. Overall, the model prioritizes stocks with solid fundamentals and valuation under a low-risk lens, making SAP a standout candidate within this strategy.

ADSK Quantitative Stock Analysis: Partha Mohanram P/B Growth Score at 77%

October 21, 2025, 4:18 PM EDT. ADSK is a large-cap growth stock in the Software & Programming space. Validea's guru analysis shows ADSK rates highest under the Partha Mohanram P/B Growth Investor model, with a 77% score-above typical thresholds but below the 90% mark for strong interest. The score reflects strong fundamentals and valuation. In the test table, key pillars like Book/Market Ratio, Return on Assets, Cash Flow from Operations to Assets, and R&D to Assets pass; Advertising to Assets and Capital Expenditures to Assets fail; Sales Variance also passes. The result highlights the stock's growth-oriented profile per Mohanram's framework, while flagging some investment-cost concerns in advertising and capex. Overall, ADSK shows potential under this growth model, pending further diligence.

MMM Quantitative Stock Analysis: Validea Shareholder Yield Rating at 90% for 3M (MMM)

October 21, 2025, 4:16 PM EDT. 3M Co (MMM) lands the top rating among Validea's guru strategies under the Shareholder Yield model, scoring 90% based on fundamentals and valuation. The strategy emphasizes returning cash to shareholders via dividends, buybacks, and debt paydown. In the table, MMM shows PASS for UNIVERSE, NET PAYOUT YIELD, QUALITY AND DEBT, VALUATION, and RELATIVE STRENGTH, but FAIL for SHAREHOLDER YIELD. This suggests strong fundamentals and value signals with a caveat on the specific shareholder yield criterion. Overall, the stock is portrayed as a large-cap value pick within the Construction – Supplies & Fixtures sector, deserving close attention for those focused on shareholder-return metrics.

CRH PLC Quantitative Stock Analysis: Pim van Vliet's Low-Volatility Multi-Factor Signal

October 21, 2025, 4:14 PM EDT. Validea's guru analysis ranks CRH PLC (CRH) highly under Pim van Vliet's multi-factor framework, a strategy focused on low volatility, momentum, and net payout yield. Among 22 guru strategies, CRH scores 93% on the published model, signaling strong fundamental/valuation alignment. The table shows key outputs: Market Cap Pass, Standard Deviation Pass, Twelve-Minus-One Momentum Neutral, and Final Rank Pass. The approach seeks large-cap growth with reduced risk, favoring stocks that balance volatility with price momentum and payout strength. Validea ties CRH's profile to Van Vliet's conservative equity philosophy. While a 93% score signals notable interest, investors should review the underlying factors and cross-check with broader research before trading.

GM Quantitative Stock Analysis: Pim van Vliet Multi-Factor Rating

October 21, 2025, 4:12 PM EDT. GM Quantitative Stock Analysis summary: Validea's guru framework ranks GENERAL MOTORS CO (GM) highest among 22 guru strategies under Pim van Vliet's Multi-Factor Investor model. The approach targets low-volatility stocks with momentum and high net payout yields. GM is a large-cap value name in Auto & Truck Manufacturers. The firm assigns an 87% rating, signaling notable interest (scores 80%+ indicate interest; 90%+ strong interest). However, the detailed table shows: MARKET CAP: PASS, STANDARD DEVIATION: PASS, TWELVE MINUS ONE MOMENTUM: NEUTRAL, NET PAYOUT YIELD: NEUTRAL, FINAL RANK: FAILED. Despite the strong fundamentals and valuation, the FINAL RANK being FAILED suggests the model's weighting or interaction among tests dampens the signal in GM. Background: Pim van Vliet advocates low-risk, conservative factor investing.

ORLY Tops Pim van Vliet Low-Volatility Multi-Factor Model (Validea Guru Analysis)

October 21, 2025, 4:10 PM EDT. O'REILLY AUTOMOTIVE INC (ORLY) ranks highest on Validea's Pim van Vliet multi-factor model, a framework that emphasizes low volatility stocks with favorable momentum and net payout yield signals. In this report, ORLY shows: Market Cap: PASS, Standard Deviation: PASS, Momentum: NEUTRAL, Net Payout Yield: NEUTRAL, Final Rank: PASS. The score reflects strong fundamentals and valuation aligned with Pim van Vliet's conservative investing approach from Robeco. As a large-cap growth stock in the Auto & Truck Parts sector, ORLY earns a 100% rating with typical interest above the 90% threshold when strong. Investors should weigh the neutral momentum and payout signals against broader market trends and ORLY's growth trajectory.

ZS Scaler Inc. (ZS) Validea Guru Analysis: Partha Mohanram Growth Model Highlights

October 21, 2025, 4:08 PM EDT. Validea's guru fundamental analysis ranks ZS as a top pick under the P/B Growth Investor model from Partha Mohanram. ZSCALER INC (ZS) is characterized as a large-cap growth stock in the Software & Programming space. The model assigns ZS a 55% rating-below the threshold for strong interest, typically 90%+, and around 80%+ for possible interest. The accompanying breakdown shows mixed signals: BOOK/MARKET RATIO PASS; RETURN ON ASSETS FAIL; CASH FLOW FROM OPERATIONS TO ASSETS FAIL; CFO to ROA FAIL; ROA VARIANCE PASS; SALES VARIANCE PASS; ADVERTISING TO ASSETS FAIL; CAPITAL EXPENDITURES TO ASSETS PASS; RESEARCH AND DEVELOPMENT TO ASSETS FAIL. The analysis notes that ZS's growth story has pockets of strength but notable leverage on expenses and asset efficiency. Validea compiles 22 guru strategies to surface these signals.

Kinross Gold (KGC) Quantitative Stock Analysis: Validea Acquirer's Multiple Rating 73%

October 21, 2025, 4:06 PM EDT. Validea's guru-fundamental screen rates Kinross Gold Corporation (KGC) at 73% under the Acquirer's Multiple, a deep-value approach popularized by Tobias Carlisle. The model seeks inexpensive stocks that could become takeover targets. KGC is described as a mid-cap growth stock in the Gold & Silver sector. In this analysis, the Sector and Quality tests pass, but the Acquirer's Multiple criterion fails. The 73% rating signals interest from this strategy, with 80%+ typically indicating stronger interest and 90%+ very strong interest. Note this is one of Validea's guru screens and does not constitute investment advice. The report also links to Carlisle's work and Validea's methodology.

FedEx Corp (FDX) Shines in Validea Twin Momentum Strategy (Dashan Huang)

October 21, 2025, 4:04 PM EDT. Validea flags FedEx Corp (FDX) as a top pick under its Twin Momentum framework, a strategy that blends fundamental momentum with price momentum. The score is 94%, well above the 90% threshold, indicating strong interest from the model. The analysis notes FEDEX as a large-cap growth stock in the Air Courier space, with the test results showing PASSED on fundamental momentum and overall FINAL RANK: PASS. The Twin Momentum approach draws on Dashan Huang's research, combining earnings, ROE, ROA, accrual profitability, cash profitability, gross profit to assets, and net payout ratio with price trends. While the model emphasizes momentum-driven outperformance, investors should review underlying fundamentals and market conditions, as Validea's view reflects a quantitative signal rather than a guaranteed return.

AZO Stock Analysis: Pim van Vliet 93% Multi-Factor Score for AutoZone

October 21, 2025, 4:02 PM EDT. Validea's guru analysis places AutoZone Inc (AZO) at the top of its Pim van Vliet multi-factor framework. The strategy targets low volatility, momentum, and high net payout yields, and AZO scores 93%, signaling strong interest from this conservative-factor approach. AZO is a large-cap growth stock in the Auto & Truck Parts group, with a market cap that passes the screen and standard deviation that passes. The screen shows twelve-minus-one momentum as neutral and net payout yield as neutral, with the final rank passing. In short, this methodology flags AZO as a potential candidate for risk-adjusted performance, supported by solid fundamentals and valuation within a low-risk, high-quality framework.

Swiss Market Ends Marginally Down as Growth Worries Persist

October 21, 2025, 4:00 PM EDT. Stock market roundup: The SMI closed at 11,193.92, down 0.21% (−23.42 points) as growth fears and higher rates weighed on sentiment. Equity movers included Geberit (−1.71%), UBS Group (−1.43%), and losses among Swiss Re, Zurich Insurance, Kuehne & Nagel, and Givaudan (≈−1%). Smaller declines touched Richemont, Swiss Life, Sonova, and ABB (−0.4% to −1%). In contrast, Roche rose 0.75%, while Swisscom and Novartis posted marginal gains. The Mid Price Index (AMS) plunged 13.3%. Other weaker names included Meyer Burger Tech (≈−4%), and Bachem, DocMorris, Temenos, VAT Group, Lindt & Sprüngli, Swatch Group, SGS, Adecco, and Straumann (−1.3% to −2.1%). Schindler Ps, Dufry, and Swiss Prime Site edged higher.

Cohere Signals IPO Plans as Enterprise AI Gains Momentum

October 21, 2025, 3:58 PM EDT. Cohere, the enterprise-focused AI startup, is aiming for an IPO soon, according to CEO Aidan Gomez. The pure-play AI listing would be among the first model-maker IPOs as investors seek exposure beyond hyperscalers. Gomez expects Cohere to reach profitability before 2029. The company recently raised funding that valued it at about $7 billion, including an August round of $500 million, and it appointed Francois Chadwick as CFO to scale finance for global expansion. The funding will accelerate development of security-first, sovereign AI solutions across North America, APAC and EMEA. Co-founder Nick Frosst says the firm isn't chasing AGI, instead solving real enterprise problems with practical models.

Heritage Insurance Holdings (HRTG) Earnings: Growth, Margins, and Insider Alignment

October 21, 2025, 3:56 PM EDT. Heritage Insurance Holdings (NYSE:HRTG) is showing improving profitability. EPS climbed from $1.97 to $3.65 in the last 12 months, a YoY growth of about 85%. Revenue is growing, and the EBIT margin improved by 7.9 percentage points to 18%, underscoring a stronger competitive position. Insiders hold roughly 25% of the company, worth about $167 million, aligning their interests with shareholders. While the momentum is encouraging, investors should still weigh industry risk factors and assess whether current gains can be sustained beyond the latest period.

Buffett Indicator Warns of Danger as Markets Rally, Yet a Silver Lining Remains

October 21, 2025, 3:52 PM EDT. Investors are being warned by the so-called Buffett Indicator – the ratio of the total value of U.S. stocks to GDP – even as the S&P 500 climbs about 15% year-to-date. At roughly 219%, the indicator sits well above the 70-80% range Buffett deemed attractive and near the perilous level hit during the dot-com era. Yet no single gauge can forecast the future; a high reading does not guarantee a bear market or recession in the near term. Critics note that global revenue, capital flows, and rising tech valuations complicate the metric, which ignores international exposure. Still, the warning is real: investors should beware that valuation pressures and a possible AI bubble could end badly, even as markets grind higher.

European Stocks Close Mostly Higher as ECB Dovish Hints Support Sentiment

October 21, 2025, 3:50 PM EDT. European stocks closed mostly higher, with the Stoxx 600 up about 0.4% as investors digested regional data and awaited fresh U.S. data for clues on the Fed. A doveish signal from ECB official Isabel Schnabel boosted sentiment about possible rate cuts next year. The DAX (+0.78%) and CAC 40 (+0.74%) climbed, while the FTSE 100 slipped around 0.3%. In the UK, Ferguson and BT rose ~3.8% and ~3.6%; ValiRx jumped nearly 13% on a licensing deal. Anglo American slid >4%; Ashtead, Fresnillo, Antofagasta and Barclays also fell. In Germany, Daimler Truck Holding (+3.7%), Siemens Energy (+~3%), and Bayer (+~2.7%) led gains. Paris saw BNP Paribas (+~2.3%) aided by an asset custodian win; Unibail Rodamco (+~2%) on green bonds and a Goldman Sachs note. Eurozone PMI and producer prices data pointed to mixed momentum.

AGG Holdings in the Latest 13F Filings: Who Holds iShares Core US Aggregate Bond ETF as of 09/30/2024

October 21, 2025, 3:48 PM EDT. New from Holdings Channel: in the latest batch of 13F filings for the 09/30/2024 period, AGG was held by 14 funds. Remember, 13F reports disclose long positions only, so the full picture of hedging and short activity may be missing. Among these filers, the aggregate AGG position changed by +1,798,717 shares and +$505,520 in reported market value. Notable shifts include Commonwealth Equity Services LLC, Vannoy Advisory Group, Alpha Financial Advisors, and others, with several funds increasing or reducing their holdings; Continuum Wealth Advisors LLC exited AGG entirely as of the 09/30/2024. Looking beyond this batch, across the 1,215 funds tracked, total AGG shares rose from 79,449,048 to 82,102,453, a net increase of about 2.65 million shares.

GM CFO warns tariffs could shave profits, signals EV shift and margin recovery

October 21, 2025, 3:46 PM EDT. GM delivered better-than-expected Q3 results and raised its full-year outlook, but warned tariffs could shave up to $4 billion from profits. The automaker is restructuring its EV business amid a cautious near-term outlook for the sector. CFO Paul Jacobson told the NYSE floor the company has been lean, cut inventories, and will lean on its track record to weather tariff headwinds. GM lowered tariff guidance by about $500 million, expecting stabilization as Korea resolves and as Mexico and Canada deals evolve, with expanded MSRP offsets. The plan includes roughly $4 billion in capex to onshore more production, targeting North American margins of about 8-10%. A shift to 2026 versus 2025 timing will be watched by investors as the EV rollout and supply chain adjustments unfold.

Meme Stock Mania: Beyond Meat Surges 388% on MEME ETF, Walmart Tie-In and Short Squeeze

October 21, 2025, 3:44 PM EDT. Beyond Meat (BYND) surged about 388% over two days, vaulting from around $0.64 to as high as $2.48 amid meme-stock frenzy. The rally is driven by retail traders chasing volatility and surging volume, with attention from the Roundhill MEME ETF, which adds BYND to its roster. Additional catalysts include an expanded partnership with Walmart and a nod from Bank of America on meme-stock watchlists, reviving late-2021 narratives. A prominent short squeeze is amplifying gains as shorts cover. Yet the piece argues these catalysts lack fundamental support and warn that rallies built on hype tend to reverse, suggesting only potential near-term upside before a possible pullback.

Gold plunges nearly 5% as dollar strengthens, marking a sharp correction after record rally

October 21, 2025, 3:42 PM EDT. Gold tumbled about 5% on Tuesday, sliding to $4,143.90 an ounce after a meteoric run above $4,300. The steepest one-day drop in years followed a firmer US dollar and broad profit-taking, halting gold's record rally. Prices opened near $4,371, briefly touched $4,393.60, and later dipped to $4,090 before stabilizing. Analysts labeled it a risk-off reversal amid a late-year shift in expectations for Fed policy, with CME data assigning roughly a 60% chance of a December rate cut. The move comes after weeks of inflows and a rally driven by geopolitical risk, domestic inflation, and safe-haven demand. Mining stocks shed value as bullion weakened, with Newmont and the VanEck Gold Miners ETF down over 9%. Demand remained resilient in Asia, per the World Gold Council, even as futures pulled back.

Navan targets $26 IPO debut on Nasdaq NAVN as investor interest in travel-tech surges

October 21, 2025, 3:40 PM EDT. Navan Inc., a business travel and expense management platform, has kicked off its IPO roadshow. The company seeks to raise hundreds of millions with a $24-$26 per-share range for about 36.9 million shares (roughly 30 million from Navan and 6.9 million from existing holders). An underwriters' overallotment of about 5.54 million shares is included. The deal is led by Goldman Sachs and Citigroup, with Jefferies, Mizuho, and Morgan Stanley among co-managers, and other banks such as BNP Paribas, Citizens, Oppenheimer, MUFG, Needham, and BTIG; co-managers Loop Capital, Academy Securities, and Rosenblatt. Navan expects to list on the Nasdaq under ticker NAVN once the SEC approves the filing. The IPO underscores renewed demand for tech-enabled corporate travel and expense platforms.

Catalyst Private Wealth Sells $3 Million Worth of IXUS in 2025 Q3 13F

October 21, 2025, 3:38 PM EDT. Catalyst Private Wealth, LLC disclosed via an Oct 7, 2025 13F that it reduced its IXUS stake by 37,829 shares, a transaction valued at about $3.01 million. Post-trade, the firm holds 99,347 IXUS shares, roughly $8.20 million, making IXUS about 3.6% of AUM and pushing it out of the portfolio's top five. After the sale, top holdings include TEAM, IVV, ITOT, ALLW, and AFRM, with IXUS remaining a core, international exposure. As of Oct 6, 2025, IXUS traded around $84.17, +16.5% year to date, and yielded about 2.82% annualized. The ETF tracks the MSCI ACWI ex USA IMI Index, offering broad coverage of developed and emerging markets outside the U.S.; its expense ratio is 0.07%.

Gold Remains the Hottest Trade of the Year Despite Tuesday Dip as Stocks Rally on AI Boom

October 21, 2025, 3:34 PM EDT. Gold briefly wobbled on Tuesday but remains the year's hottest trade, trading above $4,300 after flirting with $4,000 earlier this October. Year-to-date, gold is up over 50%, while silver has gained more than 60%. The gains come as concerns about global trade, expectations of Federal Reserve rate cuts, and a softer U.S. dollar lift precious metals, even as equities glow. The Nasdaq-100 is up ~19% and the S&P 500 about 14% in 2025, buoyed by the AI investing boom and record levels. Some strategists say gold is no longer just a hedge but a scarce asset amid currency debasement. The rally follows 2022-24 central-bank gold buying after Russia's reserve freeze, a backdrop now intensified by tariffs and dollar dynamics. Gold trades at the intersection of inflation fears and stock strength.

Noteworthy Tuesday Option Activity: RTX, BKNG & WBD Lead S&P 500 Volume

October 21, 2025, 3:32 PM EDT. RTX Corp dominated today's notable options activity, with 38,208 contracts traded, about 3.8 million underlying shares and roughly 80.5% of its 1-month average volume. The standout bet centers on the $165 strike call expiring Nov 21, 2025, with 2,254 contracts, equating to about 225,400 shares. Booking Holdings saw 1,844 contracts (roughly 184,400 shares), about 75.5% of its 1-month ADV, led by the $5,400 strike call expiring Oct 24, 2025 (207 contracts, ~20,700 shares). Warner Bros Discovery posted 208,577 contracts (~20.9 million shares), around 66% of ADV, with notable activity in the $18 strike put expiring Nov 21, 2025 (16,728 contracts, ~1.7 million shares). For more expirations, see StockOptionsChannel.com.

Noteworthy Tuesday Options: VST, HAL, TXN See Elevated Volume and Key Strikes

October 21, 2025, 3:30 PM EDT. Noteworthy Tuesday options activity lit up three S&P 500 components: VST, HAL, and TXN. Vistra Corp saw 27,742 contracts traded, about 2.8 million underlying shares, roughly 60.6% of its 1-month average volume of 4.6 million. The standout was the $190 strike call expiring Dec 19, 2025, with 5,763 contracts (about 576,300 shares). Halliburton's options totaled 85,361 contracts, about 8.5 million underlying shares, or 57.8% of its 1-month ADV of 14.8 million. The notable is the $21 strike put expiring Nov 28, 2025, with 19,957 contracts (about 2.0 million shares). Texas Instruments traded 35,665 contracts, about 3.6 million underlying shares, or 54.9% of its 6.5 million ADV. The $205 strike call expiring Oct 24, 2025 had 2,927 contracts (about 292,700 shares).

Notable Tuesday Option Activity: DGX, AMD, CRWD

October 21, 2025, 3:28 PM EDT. Notable Tuesday option activity across DGX, AMD and CRWD highlighted elevated volumes relative to their 1-month averages. DGX saw about 5,025 contracts traded (roughly 502,500 shares), ~54.8% of its monthly average, with notable turnover in the $190 strike put expiring 11/21/2025 (1,331 contracts, ~133,100 shares). AMD posted 413,992 contracts, about 41.4 million shares and ~54.6% of its 1-month average; the $225 strike put expiring 10/24/2025 led with 43,149 contracts (~4.3 million shares). CRWD exhibited 12,770 contracts, ~1.3 million shares and ~52% of its average, featuring the $540 strike call expiring 12/19/2025 (613 contracts, ~61,300 shares). For all expirations, see StockOptionsChannel.com.

PVH Valuation in Focus After ~5% Monthly Slide

October 21, 2025, 3:26 PM EDT. PVH (PVH) shares have fallen roughly 5% in the last month, yet longer-term investors are weighing growth prospects against sector headwinds. The stock is down over 21% for the year but offers 3-year TSR of 58.7% and 5-year TSR of 35.6%. The pullback fuels a valuation narrative that sees PVH as undervalued versus analyst targets, with a fair value around $96.79 and a UNDERVALUED stance from the analysis. Key upside drivers include the PVH+ transformation, supply chain optimization, and technology upgrades aimed at margin expansion. Risks include persistent tariff pressure and reliance on legacy brands. The debate centers on whether the discount reflects true risks to growth prospects or a mispricing of multi-year efficiency gains.

Cal-Maine Foods' Chief Strategy Officer Bets on Rapid Recovery With 2,800-Share Purchase

October 21, 2025, 3:24 PM EDT. On Oct. 2, 2025, Cal-Maine Foods' Chief Strategy Officer Keira Lombardo bought 2,800 shares, lifting her direct stake to 3,738 shares – a roughly 298.5% increase. The trade was worth about $258,600 at a weighted average price of $92.36, boosting her direct-holdings value to about $346,100. By Oct. 10, shares traded near $94.43. The move signals Lombardo's bullish view on a rapid recovery for the company, which operates shell eggs and specialty eggs across the U.S. The firm reported a strong Q1 (fiscal year) with revenue up 17% and EPS $4.12, aiding a dividend yield ~7%. The insider purchase comes as Cal-Maine navigates a challenging period with a focus on scale and brand breadth.

MMG Q3: Copper Output Up 11% to ~127k Tonnes Fueled by Las Bambas

October 21, 2025, 3:22 PM EDT. MMG Limited (MMLTF.PK) posted a solid Q3 with total copper output up about 11% to just over 127k tonnes, led by robust output at Las Bambas. Zinc production rose 26% to nearly 59k tonnes, aided by strong performance at Dugald River. CEO Ivo Zhao described results as a solid quarter and highlighted demand for the company's first convertible bond issuance. The company reaffirmed its focus on safe operations and meeting production and cost targets as it closes out the year. MMG's shares traded near $0.84 on the OTC Markets.

3 Big HSA Mistakes You Don't Want to Make

October 21, 2025, 3:20 PM EDT. Health Savings Accounts (HSAs) are a triple-tax-advantaged tool, but missteps can erode value. First, avoid tapping your HSA funds early; while withdrawals for qualified expenses are allowed, spending now sacrifices potential tax-free investment gains and leaves less cash for future healthcare costs in retirement. Second, don't contribute after enrolling in Medicare; enrollment disqualifies you from further contributions, though you can still use existing funds for costs. Third, don't assume the money is only for healthcare; improper non-medical withdrawals can trigger penalties and loss of benefits. Instead, let HSAs grow when you can, bridge near-term expenses with other funds if possible, and reserve HSA dollars for future medical needs in retirement.

Canadian Stocks Slide as Inflation Surprise and Metal Sell-off Hit Markets

October 21, 2025, 3:18 PM EDT. Canadian stocks tumbled as a surprise jump in CPI and hotter core inflation dampened bets on a Bank of Canada rate cut, while a slide in gold and other metals weighed on mining shares. The S&P/TSX Composite fell about 1.6% to around 29,925 at midday, with the Materials Capped Index down as much as 7.7% as gold futures dropped over 5% and silver about 6.8%. Major miners like Lundin Gold, Discovery Silver, Aya Gold & Silver, Kinross Gold and several others shed 11%-16%+. Tech names also weakened, with Bitfarms, Celestica and Dye & Durham down 3-4%, and others such as Constellation Software and Shopify lower. Canada's annual inflation rate rose to 2.4% in September, with core inflation at 2.8% and monthly CPI +0.1%, fueling talk of delayed rate cuts.

Balchem Stock Jumps on Record Q3 Sales and Free Cash Flow Boost

October 21, 2025, 3:16 PM EDT. Balchem (NASDAQ: BCPC) shares surged after reporting a record third-quarter, with sales up 11.5% year-over-year and free cash flow of $51 million. The move came as investors weighed the company's growth in human and animal nutrition markets and its encapsulation technologies that improve nutrient delivery. Management highlighted continued market penetration of its specialty nutrients and a favorable wellness trend. Balchem is also investing to double domestic capacity for its fast-growing delivery platforms, a move seen as positioning for stronger sales and profit ahead. While the stock has lagged this year, traders reacted to the solid quarterly results and ongoing studies on choline intake and health. The company used cash flow to pay down debt, helping its balance sheet even as it remains focused on expansion in its nutrition business.

Morning News Wrap-Up: Tuesday's Biggest Stock Market Stories – Key Backtest Disclosures

October 21, 2025, 3:14 PM EDT. Morning News Wrap-Up: Tuesday's biggest stock market moves, with an essential reminder: the TipRanks Smart Score performance discussed is based on backtested results. Backtests are not a guarantee of future results. The model uses historical data and assumptions that may not hold in real markets. Limitations include liquidity, execution, and the impact of fees. The disclaimer notes that results reflect retroactive optimization and may overstate performance; actual gains or losses can differ materially. The analysis presented is illustrative, not a claim of realized returns, and no cash balances or flows are included. Viewers should consider regulatory considerations and the potential gap between backtested and live trading when weighing strategies.

Community Financial System, Inc. Reports Q3 Profit Rise; Revenue Up 8.5%

October 21, 2025, 3:12 PM EDT. Community Financial System, Inc. (CBU) reported a Q3 profit increase supported by solid top-line growth. GAAP earnings rose to $55.088 million, or $1.04 per share, up from $43.901 million, or $0.83 per share, a year ago. Revenue advanced 8.5% to $177.83 million from $163.90 million. The quarterly results reflect stronger profitability and revenue expansion, underscoring improving operating momentum for the bank holding company.

Minerva Neurosciences Jumps 339% on $200M Financing Agreement

October 21, 2025, 3:08 PM EDT. Minerva Neurosciences (NERV) jumped about 339% after announcing a $200 million financing deal with institutional investors to advance its schizophrenia drug candidate, roluperidone. The package includes $80 million upfront, $80 million via Tranche A warrants, and $40 million through milestone-based Tranche B warrants. The funds will support a confirmatory Phase 3 trial, an NDA resubmission, and a potential U.S. commercial launch. Intraday, shares surged from an open near $3.02 to a high around $12.15, with volume topping 70 million on the Nasdaq Capital Market; the 52-week range is $1.03-$12.15.

Which Of The Latest 13F Filers Hold Uber (UBER) As Of 03/31/2025

October 21, 2025, 3:06 PM EDT. New data from 13F filings for the 03/31/2025 reporting period shows Uber Technologies (UBER) being held by 12 of the latest filers. While the note about shorts vs. longs remains important, the batch reveals activity: 4 funds increased their UBER positions since 12/31/2024, 2 trimmed, and 5 opened new stakes. Notably, Black Swift Group LLC and City National Bank of Florida MSD exited UBER during the period. Across all funds that owned UBER at 03/31/2025 (out of ~3,395 filers surveyed), aggregate holdings declined about 1.54% (from 302,324,549 to 297,655,286 shares). The batch shows an aggregate change of roughly +155,876 shares and +$15.6 million in value. Will continue to monitor the next round of filings.

Which 13F Filers Hold IJH: 19 Funds Back the iShares Core S&P Mid-Cap ETF in 09/30/2024 Filings

October 21, 2025, 3:04 PM EDT. Newly filed 13F filings show IJH (iShares Core S&P Mid-Cap ETF) was held by 19 of the 32 funds in the 09/30/2024 batch. The piece underscores that 13F filings capture only long positions, not shorts, so interpretations should be cautious. Among the filers, the report tracks changes in IJH shares: 10 funds increased, 5 decreased, and 2 opened new positions, with a net aggregate change of -74,938 shares (+$3.3 million in value) for the batch. The article also tallies IJH exposure across all 914 funds tracked and compares the 09/30/2024 tally to the 06/30/2024 period to gauge momentum in holdings.

RTX stock rockets on higher profit forecast as jet-engine demand takes off

October 21, 2025, 3:02 PM EDT. RTX stock extended its rally after raising its full-year earnings guidance to $6.10-$6.20 per share and delivering a Q3 beat. The stock surged as much as 11% intraday, helping year-to-date gains near 40%. The results underscored momentum in both its commercial aerospace and defense segments: Pratt & Whitney's adjusted operating profit rose 26% and Raytheon's defense profit jumped about 30% on Patriot missile sales. The adjusted EPS was $1.70, aided by higher volumes and pricing, offsetting tariff costs. Management signaled continued progress on repairing geared turbofan engines for the Airbus A320neo, with repair output set to rise by about 30%. After tariff headwinds, RTX trimmed the hit to about $500 million and opened discussions on new projects, including the Golden Dome system and air-traffic-control upgrades. A new Lufthansa/Austrian Airlines maintenance deal underpins aftermarket strength.

Can NAT's Weak ROE Hit Nordic American Tankers' Momentum?

October 21, 2025, 3:00 PM EDT. Nordic American Tankers (NYSE:NAT) has surged about 27% in three months, but its weak ROE raises questions about sustainable momentum. The article computes a trailing ROE of 2.8% (US$13m on US$485m equity), far below the industry average of about 11%. Despite this, NAT posted roughly 24% in net income growth over the past five years, suggesting other drivers like high earnings retention or capable management. When compared with the industry, NAT's growth has underperformed the industry net income growth of around 31% in recent years. The piece also hints at valuation considerations and asks whether the stock's momentum is priced to future growth or risk. Investors should weigh the weak ROE against recent earnings gains and the broader sector backdrop before extrapolating the rally.

REGL ETF Displays Unusual Volume as Royal Gold and UGI Lead Session Activity

October 21, 2025, 2:58 PM EDT. REGL, the ProShares About the Fund ETF, showed unusual volume in afternoon trading, with over 574,000 shares vs an average of about 38,000. The ETF was up around 0.4%. The session's top-volume components included Royal Gold (down about 4.5% on over 876,000 shares) and UGI (up about 3.8% on over 756,000 shares). A video accompanies the report.

Notable Tuesday Options Activity: LUV, TMO, LLY See Elevated Volume

October 21, 2025, 2:56 PM EDT. Key Tuesday options action among S&P 500 components included Southwest Airlines (LUV), Thermo Fisher Scientific (TMO) and Eli Lilly (LLY). LUV saw total options volume of 44,477 contracts, roughly 4.4 million underlying shares, equating to about 51% of its average daily volume over the last month. The heaviest flow centered on the $31 put expiring Oct 31, 2025 with 15,607 contracts (~1.6 million shares). TMO posted 10,554 contracts (~1.1 million shares, 41.5% of its 1-month ADV), led by the $550 call expiring Nov 21, 2025 with 3,868 contracts (~386,800 shares). LLY traded 14,720 contracts (~1.5 million shares, 40.4% of ADV), led by the $950 call expiring Oct 31, 2025 with 1,148 contracts (~114,800 shares).

Citi Lifts Strategy Stock Forecast as Bitcoin Bets Heat Up

October 21, 2025, 2:52 PM EDT. Citi analysts lift their view on Strategy (MSTR), positioning the stock as a direct proxy for Bitcoin's long-term growth. The note assigns a Buy/High Risk rating with a $485 price target, and shows a base case where Bitcoin could reach $181,000, implying a 25%-35% NAV premium for Strategy. MSTR rose about 1.5% in early trade, reflecting the amplified exposure: Strategy tends to move 2.5-3.5x the underlying BTC. Citi also outlines a bear case: roughly 61% downside if Bitcoin slides 25% and the NAV premium shifts to a discount. Led by Michael Saylor, Strategy's Bitcoin treasury strategy remains central to its expansion, with holdings now at 640,418 BTC valued in the vicinity of $72B.

Retail Trader Piling Into Beyond Meat Sees 140% Upside

October 21, 2025, 2:48 PM EDT. Retail traders piling into Beyond Meat argue the stock could rise another 140%, elevating the name from a volatile meme-play to a potential longer-term bounce. The narrative centers on a surge of individual buyers betting on improving demand for plant-based proteins and a stabilizing earnings trajectory. The bull case rests on catalysts like new product launches, partnerships, or cost discipline, but risk remains high amid intense competition and macro volatility. Traders should watch price action, turnover, and upcoming earnings for clearer visibility on margins and growth drivers.

Stocks Mixed on Mostly Positive Corporate News

October 21, 2025, 2:46 PM EDT. Stocks ended mixed as major indices battled positive earnings against headwinds from a government shutdown, US-China trade tensions, and soft domestic data. The S&P 500 rose 0.05%, the Dow Jones gained 0.12%, while the Nasdaq 100 slipped 0.30%. December ES futures were up ~0.03% and NQ futures down ~0.25%. Positive earnings buoyed sentiment: General Motors jumped ~12% after raising its full-year EPS; RTX climbed ~10% on higher sales guidance; Coca-Cola rose ~3% on better-than-expected Q3 EPS. Elsewhere, gold down ~3% and silver down ~5% amid risk-off moves, even as precious metals drew haven bids last week. Traders eye ongoing US-China talks and the looming CPI release; the Philadelphia Fed non-manufacturing index fell, and the government shutdown continues, delaying key data including the payroll report.

Johnson Controls International (JCI) Scores 100% on Pim van Vliet Low-Volatility Momentum Model

October 21, 2025, 2:44 PM EDT. Johnson Controls International PLC (JCI) ranks highly under Validea's Pim van Vliet multi-factor strategy, which targets low volatility, momentum, and high net payout yields. On the key tests, JCI passes the Market Cap and Standard Deviation screens, delivers a Final Rank pass, while Momentum and Net Payout Yield are reported as neutral. The model rates JCI at 100% based on fundamentals and valuation, suggesting strong interest from this conservative-factor approach. As a large-cap growth stock in the Misc. Capital Goods space, JCI appears to balance risk and growth according to this framework, though investors should consider how a neutral stance on momentum and payouts may affect upside in different market regimes.

SYK Highlights: Pim van Vliet Multi-Factor Signal and Validea Analysis for STRYKER Corp

October 21, 2025, 2:42 PM EDT. STRYKER CORP (SYK) scores highest in Validea's Pim van Vliet multi-factor model, which targets low volatility, momentum, and net payout yield. The stock is a large-cap growth name in the Medical Equipment & Supplies industry. The model's rating is about 75% based on fundamentals and valuation, with 80% often marking interest and above 90% signaling strong interest. The table shows: MARKET CAP: PASS; STANDARD DEVIATION: PASS; TWELVE MINUS ONE MOMENTUM: NEUTRAL; NET PAYOUT YIELD: NEUTRAL; FINAL RANK: FAILED. Overall, SYK provides a mix of strengths and weaknesses under this strategy, implying interest but not a strong buy signal from this guru approach.

RF (Regions Financial) Scores High Under Pim van Vliet's Low-Volatility Momentum Model

October 21, 2025, 2:40 PM EDT. Regions Financial Corp (RF) earns high marks under Validea's Pim van Vliet-based Multi-Factor model, which blends low volatility with momentum and net payout yield signals. RF is a large-cap value stock in the Money Center Banks group, and the model's final rank is PASS with a 93% rating, indicating strong interest. Key notes show MARKET CAP: PASS, TWELVE MINUS ONE MOMENTUM: NEUTRAL, and NET PAYOUT YIELD: NEUTRAL as acceptable within the framework. The analysis underscores that low volatility stocks can outperform with lower risk, aligning with van Vliet's conservative approach. Investors may view RF as a defensive core with potential upside if momentum and payout signals improve.

Daily Dividend Report: SUN, HII, ETN, BC, WHR Declares Quarterly Dividends for Q4 2025

October 21, 2025, 2:38 PM EDT. Sunoco SUN announced a quarterly distribution of $0.9202 per common unit (annualized $3.6808), up about 1.25% versus the prior quarter-the fourth consecutive increase as SUN targets at least 5% annual distribution growth. Since 2022, distributions rose ~11%. Payment: Nov 19, 2025; record date: Oct 30, 2025. HII declares a quarterly dividend of $1.38 per share, up $0.03 from $1.35; payable Dec 12, 2025; record Nov 28, 2025. ETN (Eaton) pays $1.04 per ordinary share, payable Nov 21, 2025; record Nov 6, 2025; long history since 1923. BC (Brunswick) approves a dividend of $0.43 per share; payable Dec 15, 2025; record Nov 26, 2025. WHR (Whirlpool) declares $0.90 per share; payable Dec 15, 2025; record Nov 21, 2025.

ARCHER AVIATION INC (ACHR) Validea Guru Analysis – Kenneth Fisher's Price/Sales Growth Model

October 21, 2025, 2:36 PM EDT. Validea's ARCHER AVIATION INC (ACHR) guru report pins the stock to Kenneth Fisher's Price/Sales strategy, the top rated among 22 models. The value approach favors low P/S, solid long-term profit growth, strong free cash flow, and steady margins. ACHR is a mid-cap growth name in Aerospace & Defense, rated at 70% based on fundamentals and valuation; a score at or above 80% signals interest, with 90%+ indicating strong interest. The detailed analysis shows ACHR passes the Price/Sales test, with mixed results elsewhere: pass on debt ratio and research ratio, but weaknesses in long-term EPS growth, free cash flow per share, and three-year average net profit margin. Overall, it's a nuanced read under Fisher's framework.

AFRM Quantitative Stock Analysis: Validea Guru Report on Affirm Holdings

October 21, 2025, 2:34 PM EDT. Affirm Holdings (AFRM) is a mid-cap growth stock in the Consumer Financial Services sector. Validea's guru framework, based on Motley Fool's Small-Cap Growth Investor model, yields a 48% rating – below the level that signals notable interest. The assessment shows a mix of outcomes: Profit Margin (FAIL), Relative Strength (PASS), Sales and EPS Growth YoY (FAIL), Insider Holdings (FAIL), Cash Flow from Operations (FAIL), Profit Margin Consistency (FAIL), R&D as a % of Sales (Neutral), Cash & Cash Equivalents (PASS), Accounts Receivable to Sales (PASS), The Fool Ratio (P/E to Growth) (FAIL), Average Shares Outstanding (PASS), Sales (FAIL), Daily Dollar Volume (FAIL), Price (PASS), Income Tax Percentage (FAIL). Overall, the stock shows mixed fundamentals with limited buy-interest signals from this model.

WELLTOWER INC (WELL): Validea Growth Investor Score Highlights Growth, Earnings Momentum and Low Debt

October 21, 2025, 2:32 PM EDT. Validea's guru report for WELLTOWER INC (WELL) shows a 69% score under the Growth Investor model, based on Martin Zweig's strategy. The model targets persistent accelerating earnings and sales growth, reasonable valuations, and low debt. In this assessment, WELL passes several tests such as current quarter earnings and earnings growth rate for the past quarters, while it fails on P/E ratio and some growth comparisons. The real estate large-cap is categorized in Real Estate Operations, with a focus on earnings persistence and sustained long-term EPS growth. The analysis notes WELL's favorable insider transactions and manageable debt, suggesting potential upside if earnings momentum continues. Validea emphasizes that a score around 80% indicates interest; WELL's 69% indicates some merit but not strong consensus yet.

CENTRUS ENERGY (LEU) Scores 88% on Partha Mohanram Growth Model (Validea)

October 21, 2025, 2:30 PM EDT. Validea's guru report ranks CENTRUS ENERGY CORP (LEU) highest on the Partha Mohanram Growth model, a low book-to-market, high-growth framework. LEU is a mid-cap growth stock in the Oil & Gas Operations space, with an overall rating of 88%, signaling substantial interest (ratings ≥80%) and approaching 'strong interest' near 90%. The model's table shows several PASS signals, including Book/Market, Return on Assets, Cash Flow from Operations to Assets, CFO/ROA, ROA variance, Sales variance, Capex to assets, and R&D to assets. The notable FAIL is Advertising to Assets. The analysis reflects Validea's use of Mohanram's research to identify stocks with sustained growth potential among low book-to-market names.

KEYCORP (KEY) Highlighted by Shareholder Yield Strategy: Validea's Meb Faber Analysis

October 21, 2025, 2:28 PM EDT. KEYCORP (KEY) earns an overall 80% rating from Validea's Shareholder Yield Investor model, which seeks companies returning cash to shareholders via dividends, buybacks, and debt paydown. KEY is a large-cap growth stock in the Money Center Banks industry. The score reflects generally favorable fundamentals, with UNIVERSE and SHAREHOLDER YIELD tests passing, and NET PAYOUT YIELD and VALUATION tests failing. The model indicates some interest at the 80% level, suggesting potential merit if payout policies and valuation drivers improve. Investors should watch for shifts in payout policy, debt management, and relative strength that could push the score above 90% for stronger confirmation.

NVO Stock Analysis: Buffett-Inspired Validea Score Highlights Strong Fundamentals

October 21, 2025, 2:24 PM EDT. Validea's guru analysis rates NOVO NORDISK A/S (NVO ADR) highly, with a 100% score on the Warren Buffett patient-investor strategy. The framework flags long-term profitability, low debt, and reasonable valuation as core strengths. Across key tests like earnings predictability, debt service, ROE, ROIC, free cash flow, retained earnings usage, share repurchases, initial rate of return, and expected return, NVO passes each criterion. The summary table highlights robust fundamentals, strong cash generation, and prudent capital deployment, though nuances in independence and weighting mean not all tests carry identical weight. Overall, the model views NVO as a potential candidate for investors seeking high predictability and quality growth in the Biotechnology & Drugs space, backed by durable profitability and disciplined capital management.

DELL Technologies Inc. Rated 72% by Peter Lynch P/E/Growth Model (Validea)

October 21, 2025, 2:22 PM EDT. DELL TECHNOLOGIES INC (DELL) appears as a large-cap growth stock in the Computer Hardware space under Validea's guru framework. The firm's P/E/Growth score, derived from the Peter Lynch strategy, sits at 72%, with 80%-90% signaling rising interest and above 90% signaling strong interest. The table shows a mix of pass/fail signals: P/E/GROWTH PASS, SALES AND P/E PASS, INVENTORY TO SALES PASS, EPS GROWTH RATE PASS, TOTAL DEBT/EQUITY RATIO FAIL, FREE CASH FLOW NEUTRAL, NET CASH POSITION NEUTRAL. Taken together, the stock may attract some attention but does not reach the stronger conviction levels. This report reflects the published approach, not a buy/sell recommendation.

AST SPACEMOBILE (ASTS): Motley Fool Small-Cap Growth Investor Analysis – 59% Rating

October 21, 2025, 2:20 PM EDT. Validea's fundamental report for AST SPACEMOBILE INC (ASTS) shows the Motley Fool-based Small-Cap Growth Investor model giving a 59% rating, indicating modest interest rather than a strong buy signal. Positive notes include relative strength, insider holdings, profit margin consistency, cash and cash equivalents, average shares outstanding, sales, and price. The table also flags several weaknesses: profit margin and cash flow from operations fail; growth vs last year fails; long-term debt/equity ratio, the Fool ratio (P/E to growth), daily dollar volume, and income tax percentage fail. R&D as a percent of sales is neutral. Overall, the model signals mixed fundamentals and valuation, with a broad set of underperforming tests tempering the rating. Investors should examine the individual criteria before trading ASTS.

Tuesday Sector Leaders: Textiles and General Contractors & Builders Lead The Market

October 21, 2025, 2:18 PM EDT. On Tuesday, textiles shares led gains, rising about 2.4%. The advance was led by VFC (VF Corp) up roughly 5.3% and Carter's climbing about 5.1%. Strength extended to the general contractors & builders group, which added about 2.1% as a whole, led by LGI Homes (up around 4.0%) and Dream Finders Homes (up about 3.9%). The session highlighted sector rotations with consumer apparel and housing-related names pacing gains, while the broader market offered a mixed backdrop. Video: 'Tuesday Sector Leaders: Textiles, General Contractors & Builders'.

Tuesday Sector Laggards: Precious Metals and Metals & Mining Stocks Slide

October 21, 2025, 2:16 PM EDT. On Tuesday, precious metals shares were relative laggards, down about 2.4%. Encore Energy fell about 8% and Metalla Royalty & Streaming about 5.4%. Metals & mining stocks were down around 1.8%, led lower by Denison Mines at roughly 7.6% and Uranium Royalty about 7.5%. A video titled 'Tuesday Sector Laggards: Precious Metals, Metals & Mining Stocks' accompanies the report.

ITB Leads Tuesday ETF Moves; SILJ Drops as Junior Miners Slip

October 21, 2025, 2:12 PM EDT. On Tuesday, the iShares U.S. Home Construction ETF (ITB) outperformed, rising about 2% as homebuilders led the session. Standouts within ITB included LGI Homes (+≈4.3%) and Gibraltar Industries (+≈4.3%). In contrast, the Amplify Junior Silver Miners ETF (SILJ) fell about 10.6% for the day. The weakest components in SILJ included Hycroft Mining (≈-15.8%) and Coeur Mining (≈-15.5%). The move underscored a fork in sentiment: builders' names rally while junior miners retreat, highlighting continued sector divergence amid mixed risk appetite.

Seahawk Recycling Seeks IPO With Low Margins, High Valuation (SEAH)

October 21, 2025, 2:10 PM EDT. Seahawk Recycling is pursuing an IPO despite low margins and a high valuation. The offering for ticker SEAH is entering a market wary of margin compression, requiring the company to demonstrate scalable growth, cost control, and a path to profitability. While the deal reflects strong appetite for environmental infrastructure names, skeptics warn that the valuation may hinge on upside from higher-margin services and efficiency gains rather than current earnings. Investors will focus on the company's growth thesis, capital allocation, and how its first-look filings outline the route to durable free cash flow in a competitive recycling landscape.

Why the AWS Outage Boosted Amazon's Stock Despite Slower Cloud Growth

October 21, 2025, 2:08 PM EDT. On Monday, a three-hour AWS outage disrupted Prime Video, Alexa, and third-party services as DNS tied to EC2 faltered. Yet AMZN stock rose about 1.3% on the day, a paradox for a company with a $2.34 trillion market cap. The move contrasted with CrowdStrike's July disruption and broader tech pressure, suggesting investors viewed the outage as a temporary risk event rather than a long-term cloud slowdown. AWS remains the market leader with ~29% cloud share, and Q2 revenue of $30.9B signals a solid base even as growth cools versus Alphabet and Microsoft. Focus is shifting to AI strategy: Amazon's Nova lineup lags peers like OpenAI and Google Gemini, underscoring a defensive stance rather than a bold, visionary push.

Cornerstone Bancorp Q3 Earnings Rise on 14.1% Revenue Increase

October 21, 2025, 2:04 PM EDT. Cornerstone Bancorp Inc. (CNBP) reported a stronger Q3, with GAAP earnings rising to $2.94 million ($2.99 per share) from $2.63 million ($2.69 per share) a year earlier. The bank posted revenue of $9.53 million, up 14.1% from $8.35 million last year. The results highlight ongoing profit growth and solid revenue momentum for CNBP as it navigates a competitive market.

Trupanion Breaks Above 200-Day Moving Average, Bullish Signal for TRUP

October 21, 2025, 2:02 PM EDT. Shares of Trupanion Inc (TRUP) advanced after crossing above the 200-day moving average at around $44.39, with intraday action reaching as high as $44.75. The stock was about +0.5% on the session, trading near the $44.26 close. The chart highlights a year's performance versus the 200-day MA. Over the past year, the stock has traded in a 52-week range of $31.00 to $57.90, offering a broad context for the breakout.

MNR RSI Dips Under 30: Mach Natural Resources in Oversold Territory

October 21, 2025, 2:00 PM EDT. Mach Natural Resources LP (MNR) slipped into oversold territory on Tuesday as the RSI fell to 29.7, below the 30 threshold. The stock traded as low as $11.93, with the current price near $11.96 and a 52-week range of $11.79 to $18.9973. Against a broader energy backdrop, the RSI universe average is 51.2, while WTI crude is 35.8 and Henry Hub gas is 58.6. A bullish reader might see the 29.7 RSI as signs of exhaustion of selling and search for entry points. The chart shows a recent low near the bottom of the year's range, suggesting potential support near the current level. Investors should weigh risk, liquidity, and fundamental factors before trading.

WDAY crosses above 200-day moving average, signaling bullish setup

October 21, 2025, 1:58 PM EDT. On Monday, WDAY crossed above its 200-day moving average of $173.03, trading as high as $173.32. The stock was up about 1.9% on the session, with a last trade near $172.73. The 52-week range runs from $128.72 to $283.67. The move signals a bullish setup as shares clear the long-term indicator, with the chart showing how a year of performance stacks against the 200-day moving average.

BlackLine (BL) Breaks Above 200-Day Moving Average

October 21, 2025, 1:56 PM EDT. BlackLine Inc (BL) surged after it crossed above its 200-day moving average of $66.32, trading as high as $67.35 and up about 3.9% on the session. The move flags a bullish crossover in the chart, with BL's one-year performance tracking the MA. The stock's 50?2-week low is $48.73 and the 52-week high $105.43, while the latest trade sits near $67.00. A sustained hold above the moving average could point to further upside in coming sessions. The note also points readers to other stocks that recently crossed above their 200-day moving average.

Columbia Financial Breaks Above 200-Day Moving Average (CLBK)

October 21, 2025, 1:54 PM EDT. Columbia Financial Inc. (CLBK) traded above its 200-day moving average of $16.74 on Thursday, with the session reaching as high as $17.00. The stock was about 3.9% higher on the day, signaling a bullish cross above the long-term trend line. The 52-week range runs from $13.79 to $20.46, compared with a last trade near $16.95. Traders will watch whether this move sustains and whether CLBK can build a floor above the 200-DMA. The chart highlights CLBK's one-year performance vs. the 200-day moving average.

Airbnb Breaks Above 200-Day Moving Average, Signaling Short-Term Upside for ABNB

October 21, 2025, 1:52 PM EDT. Airbnb Inc (ABNB) cleared above its 200-day moving average of $129.38 on Tuesday, trading as high as $129.50 and climbing about +1.5% intraday. The move places the shares near the upper end of the past year's range; ABNB's 52-week low is $99.88 and its 52-week high is $163.93, with the latest trade around $128.98. The breakthrough, tracked via TechnicalAnalysisChannel.com's DMA data, could attract short-term traders and investors watching the intermediate trend. Look for sustained action above the 200-day moving average to confirm follow-through.

Could PROOF Stop the Next Homeland Invasion? SMX Thinks So (NASDAQ:SMX)

October 21, 2025, 1:50 PM EDT. An investor-focused press release highlights SMX (NASDAQ:SMX) and PROOF as it frames potential capabilities to deter the next Homeland Invasion. The piece casts defense-tech solutions as a driver for security strategy, suggesting SMX could benefit from elevated demand for risk-management tools in a geopolitically tense environment. As markets monitor defense names, the release emphasizes how PROOF offerings might influence orders, revenue visibility, and near-term catalysts for SMX. For investors, the message is clear: technology, policy, and global security intersect in a sector where defense innovation can translate into earnings potential and longer-term growth.

Dow Jumps 200 Points on Coca-Cola and 3M Earnings; GM Guidance Lifts Market

October 21, 2025, 1:46 PM EDT. Stocks rose Tuesday as the Dow climbed over 200 points on strong earnings from Coca-Cola and 3M. The S&P 500 and Nasdaq gained modestly amid cautious optimism and ongoing economic uncertainty. Coca-Cola posted a 5% revenue rise and an EPS of $0.75, boosting its stock and signaling durable demand for staples. 3M raised its full-year guidance to about $7.95-$8.05 per share after solid Q3 results, helping sentiment. GM surged more than 11% after raising guidance amid a favorable tariff outlook and improved supply chains. Investors also watched Netflix ahead of its report. Treasuries stayed supportive with yields under 4%, keeping rate expectations in focus as earnings flood continues.

PPG Industries (PPG) Valuation in Focus After 7% Dip

October 21, 2025, 1:44 PM EDT. PPG Industries (PPG) has seen a ~7% pullback over the last month, shifting focus to its longer-term value. The stock's 1-year return sits at -17.3%, highlighting ongoing market caution even as investors weigh its growth trajectory. Current valuations appear below analyst targets, fueling debate on whether the shares are a bargain or fairly priced. Supportive catalysts include PPG's enterprise growth strategy launched in 2023, with emphasis on organic sales growth, innovation investments and expected gains in the Aerospace and Protective & Marine Coatings segments. However, risks such as currency shifts and a potential slowdown in auto production could temper upside. With the stock trading near key levels, investors face a choice: buy the dip, or sit tight until clearer earnings visibility emerges.

UGI Breaks Above 200-Day Moving Average as Shares Rally Near $45

October 21, 2025, 1:40 PM EDT. UGI Corp. (UGI) shares moved above their 200-day moving average of $45.22 on Monday, trading as high as $45.30 and up about 0.5% on the session. The breach above the key long-term level could signal renewed upside momentum for the utility stock, which sits near the middle of its 52-week range of $35.52 to $48.55. With a last trade near $45.20, the stock is hovering close to its yearly midpoint. If the breakout sustains, traders will look for a follow-through move above the 200-DMA to validate the signal and set the stage for further gains, healthily aligned with energy names showing strength lately.

HAL crosses above key moving average, shares jump 8%

October 21, 2025, 1:38 PM EDT. Shares of Halliburton Company (HAL) surged after crossing above their 200-day moving average at around $34.20, trading as high as $35.77. On the day, HAL is up about 8.3% with the last trade near $35.72. The stock's 52-week range spans $23.30-$43.42, highlighting substantial room for upside. The move above the DMA, as noted by TechnicalAnalysisChannel.com, could signal renewed momentum. Traders may monitor whether the stock can sustain above the DMA and approach the year's high of $43.42 or test resistance near $36-$37.

Suncor Energy (SU) Breaks Below Its 200-Day Moving Average

October 21, 2025, 1:36 PM EDT. Shares of Suncor Energy (SU) slipped to as low as $28.65 on Thursday after crossing below its 200-day moving average near $30.00. The stock was down about 5.5% on the session, with a last trade near $28.83. In the past year, SU traded between a 52-week low of $17.10 and a 52-week high of $42.72. The break below the 200-day could signal a shift in near-term momentum while the stock trades beneath the long-term average. Traders will monitor for a reclaim of the 200-day line or further follow-through to the downside.

3 Growth Stocks to Invest $1,000 in Right Now: Nvidia, TSMC, and Alphabet

October 21, 2025, 1:34 PM EDT. Investors eyeing the AI-enabled rally can jump-start with a brisk, diversified trio. Nvidia leads the charge as the AI hardware engine, its GPUs and CUDA software building a deep moat that powers data centers and LLMs. Behind the scenes, Taiwan Semiconductor Manufacturing plays a critical back-end role, delivering cutting-edge chips for hyperscale AI platforms. Another cornerstone is Alphabet, often overlooked next to cloud peers but with meaningful AI and cloud momentum. With a $1,000 starter, you can strike a balance between hardware leadership, manufacturing scale, and software platforms in a single position. The AI wave is reshaping spend and value, making these three names attractive for patient investors.

LKQ Partners With Ecobility to Build Rooftop Solar System in Germany

October 21, 2025, 1:30 PM EDT. LKQ Corp. announced a partnership with Ecobility Services GmbH to install a large-scale rooftop solar system at its central logistics centers in Sulzbach-Rosenberg, Germany. The project will be delivered under a 20-year Power Purchase Agreement (PPA), reflecting the company's commitment to profitable and sustainable solutions. Installations are planned to begin in October and should be completed by mid-2026. The move aligns with LKQ's long-term strategy to reduce operating costs while advancing ESG goals. LKQ was trading around $30.74 on the Nasdaq, up about 2.08% at the time of the report.

Dimensional Ultrashort Fixed Income ETF DUSB Falls Through 200-Day Moving Average

October 21, 2025, 1:28 PM EDT. Dimensional Ultrashort Fixed Income ETF (DUSB) slipped below its 200-day moving average on Tuesday, trading as low as $50.71 after touching $50.75. The fund was about 0.3% weaker on the day, with a last trade near $50.72. In the 52-week range, it spans $50.38-$50.90. The move highlights near-term weakness around key trend support for a short-duration fixed-income vehicle. A chart compares performance to the 200-day MA, and the note invites readers to see which other ETFs recently crossed below theirs.

PAC Falls Below 200-Day Moving Average at $137.87

October 21, 2025, 1:26 PM EDT. PAC crosses below its 200-day moving average of $137.87, trading as low as $135.50 intraday. The stock is down about 0.5% on the session, with a last trade near $137.94. The chart shows PAC's one-year performance relative to the moving average, signaling a potential near-term shift in momentum. The 52-week range runs from $103.99 to $167.24, highlighting recent volatility. Traders will watch whether price finds support at the 200-day line or reinforces the longer-term trend.

Pinterest: PINS Surges Above 200-Day Moving Average in Bullish Signal

October 21, 2025, 1:24 PM EDT. Pinterest Inc (PINS) crossed above its 200-day moving average of $33.42 on Tuesday, with the stock climbing as high as $33.48 and trading about +1.7% on the day. The move marks a bullish cross, sending the shares closer to the year's high and within reach of the 52-week range's upper boundary. The 52-week low sits at $23.68 and the high at $40.90, with the latest print near $33.49. Traders will watch whether the break above the 200-DMA sustains and leads to additional upside momentum.

Dow Hits Intraday Record as Nasdaq, S&P 500 Hover Near Unchanged

October 21, 2025, 1:22 PM EDT. U.S. stocks posted a mixed session as the Dow climbs to an intraday record, up about 411.80 points (0.9%) to 47,118.38, while the Nasdaq hovers near unchanged and the S&P 500 adds about 0.2% to around 6,747.51. Leadership comes from MMM (+5.6%) and KO (+3.5%), with gains in CRM, SHW, and AMZN helping lift the Dow. Traders caution ahead of the CPI data release on Friday and the Fed meeting next week amid lingering U.S.-China tensions and the government shutdown that has delayed data. Oil service names, led by Halliburton (+9.5%), push the Philadelphia Oil Service Index higher, while housing stocks strengthen. Gold stocks slump as bullion declines.

PACCAR Breaks Above 200-Day Moving Average

October 21, 2025, 1:20 PM EDT. Shares of PACCAR Inc. (PCAR) rose above their 200-day moving average of $98.56, hitting as high as $100.18 and trading about 2.7% higher on the session. The move comes as PCAR briefly tops its one-year performance versus the DMA, according to TechnicalAnalysisChannel.com. In the past year, the stock's 52-week range spans from a low of $84.65 to a high of $118.81, with a most recent print near $101.01. The breakout underscores ongoing momentum behind the stock's longer-term trend rather than a single-day spike.

Gold and Silver Under Strong Price Pressure Amid Extreme Volatility

October 21, 2025, 1:16 PM EDT. Gold and silver are facing strong price pressure as markets grapple with extreme volatility. Jim Wyckoff of Kitco News notes sharp intraday swings and rising risk appetite among traders, with moves driven by shifts in the US dollar, bond yields, and geopolitical headlines. While some investors view pullbacks as a chance to buy, others warn that continued volatility can keep prices under pressure for both precious metals. The report highlights the relevance of key technical levels and the potential for abrupt reversals. Kitco's team provides ongoing coverage of gold and silver futures, ETFs, and physical markets as liquidity ebbs and flows.

UK September borrowing hits highest since Covid as Budget outlook tightens

October 21, 2025, 1:14 PM EDT. Britain's public sector borrowed £20.2bn in September, the highest monthly total since the Covid era, though the figure was in line with the OBR forecast. Cumulative borrowing remains well above projections, feeding expectations that the Budget in autumn could require around £30bn of new measures. Analysts note rising debt interest and public-service costs offset stronger receipts, with the first half of the year posting the highest deficit since 2020. The data keep the focus on fiscal plans ahead of tomorrow's inflation release and the government's path to stabilise public finances amid higher borrowing costs.

Gold retreats from fresh record as European markets open higher

October 21, 2025, 1:10 PM EDT. Gold edged lower from a fresh record as yields rise and the dollar strengthens, tempering bullion momentum. In Europe, markets opened higher with gains across major indices, helped by a risk-on tone that supported financials and cyclical shares. The pullback in Gold may ease near-term pressure, but demand remains sensitive to inflation data, central-bank guidance, and geopolitical headlines. Traders weigh whether the retreat is a shallow pause in a longer rally or the start of a broader correction. Monitoring monetary policy expectations, global growth signals, and any fresh safe-haven demand will be crucial for bullion and risk assets.

Okta Rings the Opening Bell at Nasdaq to Celebrate Startup Challenge Winner

October 21, 2025, 1:06 PM EDT. Okta, The World's Identity Company, visited Nasdaq MarketSite in Times Square to celebrate the winner of the Okta Startup Challenge as the opening bell rang. Adam Silverman, Co-Founder and COO of AgentOps, rang the bell, underscoring Okta's engagement with the startup ecosystem and its leadership in identity security for customers and workforces. The ceremony highlights Nasdaq's role in spotlighting innovation and gives Okta fresh visibility as a market participant focused on secure, scalable access across technologies.

4 Stocks With Recent Price Strength to Maximize Your Gains

October 21, 2025, 1:04 PM EDT. U.S. equities tread higher in 2025, with rate-cut expectations tempered by a government shutdown and U.S.-China tensions. A select set of names has shown price strength, narrowed by a screen that favors momentum and bullish fundamentals. The four survivors are Flux Power Holdings (FLUX), Aura Minerals (AUGO), Arcturus Therapeutics (ARCT), and Sterling Infrastructure (STRL). Notably, Flux Power surged 92.1% in the last four weeks. The screen emphasizes recent price momentum (4-week up, 12-week up >10%), a Zacks Rank 1 (Strong Buy), high broker confidence, and stocks trading above $5 with strength versus their 52-week range. While momentum can signal potential, investors should combine these signals with due diligence and ongoing risk controls.

Cramer cheers rotation into old-economy stalwarts as speculative bets stumble

October 21, 2025, 1:02 PM EDT. CNBC's Jim Cramer celebrated Tuesday's market action, calling it a rotation from speculative favorites to durable, earnings-driven names. GM surged ~14% after strong earnings and a lighter tariff hit, GE Aerospace rose on order growth, and Coca-Cola gained more than 3% on solid organic growth. RTX and 3M also impressed, fueling Cramer's call for blowout numbers from iconic American firms. He warned that unprofitable bets were collapsing, likening them to 'Sherwood Forest,' and urged locking in profits on speculative plays. Meanwhile, Oklo fell about 7% while NuScale Power slid after big gains this year. Gold and silver futures pulled back, underscoring a broader rotation that favors earnings-driven, old-economy equities.

SCHG and SPIT See Largest ETF Outflows Amid Market Shifts

October 21, 2025, 1:00 PM EDT. From ETF Channel data, the Schwab U.S. Large-Cap Growth ETF (SCHG) posted the biggest outflow, with 9,000,000 units destroyed-a roughly 0.6% week-over-week decline. Among SCHG's top holdings, Nvidia is about -0.9%, and Microsoft is about -0.2% in today's trading. On a percentage basis, the largest outflow belonged to the SPIT ETF, which shed roughly 380,000 units-a 36.7% drop from the prior week. The report highlights shifting demand within growth exposure and ongoing ETF liquidity dynamics. Disclaimer: views are those of the author and not Nasdaq, Inc.

JCPB ETF Inflow Alert: $116.4M Week-Over-Week Increase in Shares Outstanding

October 21, 2025, 12:58 PM EDT. ETF Channel flags JCPB as a standout, recording a roughly $116.4 million inflow, a 2.9% week-over-week rise in outstanding units (from 81.6 million to 84.0 million). The chart juxtaposes JCPB's one-year price performance against its 200-day moving average, with a last trade near $48.35. Over the past year, the 52-week range spans $43.47 to $48.54. Inflows like this reflect the ETF's ability to create new units (requiring purchases of underlying holdings) or to destroy units (redeploying capital). The weekly shares-outstanding data helps flag notable inflows/outflows, with ETF Channel noting additional names of inflows in related coverage.

KLMN, EZPZ See Big ETF Inflows as Nvidia, Apple Move Markets

October 21, 2025, 12:56 PM EDT. The latest ETF flow data shows a standout week: the biggest inflow went to the Invesco MSCI North America Climate ETF, adding 7,900,000 units for a 9.0% weekly gain. Within the KLMN lineup, Nvidia trades about 0.9% lower while Apple rises roughly 0.7%. In percentage terms, EZPZ recorded the largest inflow, adding 100,000 units for a 40.0% jump in outstanding units. The update comes from ETF Channel coverage and accompanies a video titled 'KLMN, EZPZ: Big ETF Inflows'.

Validea's Top Consumer Discretionary Stocks Based On Joel Greenblatt

October 21, 2025, 12:54 PM EDT. Validea's Earnings Yield Investor model applies Joel Greenblatt's value criteria to rank Consumer Discretionary stocks. The list flags GTX (Garrett Motion Inc) as a mid-cap Auto & Truck Parts stock with a 100% fundamentals-based rating; a score above 90% signals strong interest. Garrett Motion, a Switzerland-based auto tech spin-off from Honeywell, sells turbochargers and electrified boosting tech, plus connected-vehicle software. Also featured is BBWI (Bath & Body Works), a global omnichannel retailer with a 100% rating and a final PASS ranking. The analysis notes Earnings Yield: Neutral and Return on Tangible Capital: Neutral for these securities. The description underscores the strategy's focus on strong valuation and capital efficiency.

Validea's Top Consumer Discretionary Stocks Based On Martin Zweig Growth Investor Model

October 21, 2025, 12:52 PM EDT. Validea's Growth Investor model, built on the Martin Zweig approach, screens Consumer Discretionary stocks for persistent earnings and sales growth, sensible valuations, and low debt. The current top-rated name highlighted is BURLINGTON STORES INC (BURL), rated 77%, signaling some interest but below the typical 80% threshold for stronger moves. Burlington Stores operates as an off-price retailer with a broad assortment across over 1,100 stores. The report also notes FIVE BELOW INC (FIVE), which also shows a 77% Zweig-based rating. Key factors include P/E alignment, revenue growth vs. EPS growth, and earnings momentum across quarters, with a reminder that scores above 80% generally indicate stronger investor interest.

Validea's Top Consumer Discretionary Stocks Based On Peter Lynch: JD.com (JD) and Lululemon (LULU)

October 21, 2025, 12:50 PM EDT. Validea highlights JD.COM INC (ADR) and LULULEMON ATHLETICA INC as top consumer discretionary picks under Peter Lynch's framework. JD.com earns a 98% score, signaling strength in fundamentals and attractive valuation based on its PEG-adjusted growth, earnings per share, and solid debt/cash profile. The model also flags a neutral net cash position and a BONUS PASS. LULU lands a 93% score, again reflecting solid earnings growth and a robust balance sheet in the apparel sector. The strategy seeks stocks trading at a reasonable price relative to growth, with strong balance sheets and healthy cash flow. Investors may focus on PEG, EPS growth, free cash flow, and net cash position when evaluating these names.

Validea's Top Consumer Discretionary Stocks Based On Warren Buffett

October 21, 2025, 12:48 PM EDT. Validea's Patient Investor model, based on Warren Buffett's principles, ranks Consumer Discretionary stocks by long-term profitability, low debt and sensible valuations. Tractor Supply Co (TSCO) leads with a 100% score and a string of PASS on metrics like earnings predictability, debt service, return on equity, return on total capital, free cash flow, use of retained earnings, share repurchase, initial rate of return, and expected return. TSCO is described as a large-cap growth retailer serving rural lifestyles with omni-channel reach. Pool Corp (POOL) appears with an 89% rating, signaling solid fundamentals but not in the top tier. Overall, the article shows how the Buffett framework is applied to identify premier Consumer Discretionary ideas.

Validea's Top Consumer Discretionary Stocks Based On Benjamin Graham – Carter's (CRI) Leads at 100%

October 21, 2025, 12:46 PM EDT. Validea's Value Investor model, built on Benjamin Graham principles, screens for low P/B and P/E ratios, modest leverage, and steady long-term earnings growth to flag deep-value opportunities. The latest top Consumer Discretionary picks include CARTER'S INC (CRI), a small-cap value stock in Retail (Apparel), with a 100% Graham rating-strong fundamentals and valuation. A typical threshold of 80% signals interest, above 90% indicates strong interest. Carter's focuses on children's apparel in the U.S., Canada, and Mexico. Also shown is ETHAN ALLEN INTERIORS INC (ETD) at 86%. The analysis notes PASS in key tests: Sector, Current Ratio, Long-term Debt relative to Net Current Assets, Long-term EPS Growth, P/E, and P/B.

Toro (TTC) Stock Crosses Above 200-Day Moving Average

October 21, 2025, 12:44 PM EDT. Toro (TTC) crossed above its 200-day moving average of $96.11 on Wednesday, with an intraday high to $102.00. The stock was up about 8.5% on the session. Its 52-week range runs from $78.35 to $117.66, and the latest trade was $97.12. The chart compares TTC's 1-year performance to its 200 DMA.

Latest 13F Filers Hold CRM: Aggregate Position Rises 9.3%

October 21, 2025, 12:42 PM EDT. Holdings Channel analyzed the 03/31/2025 13F filings for the 22 most recent filers and found Salesforce Inc (CRM) held by 13 funds. While 13F data omits shorts, tracking changes can reveal sentiment. In this batch, several funds trimmed CRM shares, while a new position appeared for some managers. Highlights include Mn Services Vermogensbeheer B.V. cutting 26,400 shares; Retirement Solution LLC entering a new stake; Fairvoy Private Wealth LLC adding 1,042 shares; and Stewardship Advisors LLC exiting CRM. Across the full set of 1,032 funds, aggregate CRM shares rose to 10,941,684 from 10,010,054-an increase of roughly 9.31%. The report also notes the current top holders and underscores shifting investor interest in CRM at the 03/31/2025 reporting period.

Cohere Eyes IPO Soon as AI Model Maker Seeks Public Market Debut

October 21, 2025, 12:40 PM EDT. Cohere Inc. CEO Aidan Gomez says the AI startup aims for a public market debut soon, potentially one of the first IPOs by an AI model maker. He argues that public market investors would prefer a pure-play AI investment opportunity rather than exposure through hyperscalers such as Amazon and Microsoft. Gomez cautions he doesn't want to jinx the timeline, during a Bloomberg Tech interview in London. Cohere, co-headquartered in Toronto, is positioning itself as a direct AI stock option for investors backing language models and related technologies.

BKNG Tops Pim van Vliet Multi-Factor Signal: Validea Fundamentals Review

October 21, 2025, 12:38 PM EDT. Booking Holdings Inc. (BKNG) earns the top rating in Validea's Pim van Vliet-driven multi-factor model, which seeks low volatility stocks that also show momentum and net payout yield signals. BKNG is described as a large-cap growth stock in the Personal Services industry, with a 100% fundamentals/valuation rating. The strategy's table shows: Market Cap: PASS, Standard Deviation: PASS, Twelve Minus One Momentum: NEUTRAL, Net Payout Yield: NEUTRAL, Final Rank: PASS. While not all criteria carry equal weight, the summary highlights favorable fundamentals and defensive traits that align with conservative-factor investing. Validea notes van Vliet's approach aims for higher risk-adjusted returns with lower volatility, supporting BKNG's strong standing within this framework. Disclosures note the views are Validea/Nasdaq-centric.

RBLX Quantitative Stock Analysis: Partha Mohanram Growth Model Signals Roblox

October 21, 2025, 12:36 PM EDT. Validea's Partha Mohanram P/B Growth Investor model flags Roblox Corp (RBLX) as a higher-growth candidate within Large-Cap Software & Programming. The model emphasizes low book-to-market stocks with growth characteristics, rating RBLX at 55% based on fundamentals and valuation. Key takeaways: BOOK/MARKET RATIO passes, RETURN ON ASSETS fails, CASH FLOW FROM OPERATIONS TO ASSETS fails, but CASH FLOW FROM OPERATIONS TO ASSETS VS. RETURN ON ASSETS passes, and several asset-related tests show strength (e.g., CAPITAL EXPENDITURES TO ASSETS passes; RESEARCH AND DEVELOPMENT TO ASSETS passes) while other metrics lag. Overall, the stock shows some growth signals per Mohanram's framework, with mixed operating metrics that call for cautious interpretation.

Which Of The Latest 13F Filers Hold GE (09/30/2024 Batch)

October 21, 2025, 12:32 PM EDT. Holdings Channel reviews the latest batch of the 13F filings for the 09/30/2024 period and finds GE held by 19 of 34 funds. Note that 13F filings disclose only long positions, not shorts, so the full stance may be more nuanced. In this batch, aggregate GE exposure shows +41,390 shares and +$16.8 million in market value. Seven funds increased their GE holdings, four trimmed, and two started new positions. The piece also tallies GE's aggregate share count across 1,831 funds at 09/30/2024 versus 06/30/2024, revealing movement in the overall position, though the final takeaway isn't shown in the excerpt.

Which 13F Filers Hold GLD: Insights From the 03/31/2025 Reporting Period

October 21, 2025, 12:28 PM EDT. Reviewing the latest batch of 13F filings for 03/31/2025 shows SPDR Gold Trust (GLD) held by 16 of the 34 funds in the sample. While 13F data only reveals long positions, this snapshot highlights how groups of funds position themselves in GLD across periods. From 12/31/2024 to 03/31/2025, 6 funds increased GLD shares, 7 reduced, and 1 opened a new position. Notably, Figures 8 Investment Strategies LLC and Symphony Financial Ltd. Co. exited GLD during the period. On aggregate, GLD shares among the 1,655 funds studied rose by 814,325, about 8.34%, from 9,765,460 to 10,579,785. The takeaway: aggregating 13F data can reveal GLD exposure trends and potential stock ideas, even as the long-only limitation remains.

Which Latest 13F Filers Hold VWO? Hedge Funds Boost Aggregate VWO Position in 06/30/2024

October 21, 2025, 12:26 PM EDT. Holdings Channel's review of the 13F filings for 06/30/2024 shows VWO (Vanguard FTSE Emerging Markets ETF) held by 11 of 23 filers. Note that 13F data reflects only long positions, not shorts. Among these filers, eight increased their VWO shares since 03/31/2024, while two reduced theirs; the aggregate change across the group was +110,003 shares and +$6.6 million in value. Looking across all funds holding VWO at 06/30/2024, aggregate shares rose by 1,831,363 (from 161,701,170 to 163,532,533), about +1.13%. The article also notes the period's leading holders, though the top three names aren't listed in this excerpt.

GLD November 5 Options Spotlight: 380 Put and 390 Call

October 21, 2025, 12:24 PM EDT. SPDR Gold Trust (GLD) fans now have November 5 expiration options. The 380 put bids around $5.45, meaning selling to open would finance a purchase at $380 with a net cost basis of $374.55 (before commissions) versus the current price near $383.63. The 1% in-the-money discount (out-of-the-money by ~1%) gives a roughly 66% chance the put expires worthless, yielding about 1.43% on cash, or 34.8% annualized-the YieldBoost metric. On the call side, the 390 call bids about $8.80. A covered call against a GLD position would deliver ~3.95% if shares are called away at expiration. The strike is ~2% above the stock price, offering upside potential if GLD rallies. Ongoing tracking of greeks and implied greeks, plus charts, accompany the analysis.

BG February 2026 Options Highlight: $85 Put and $100 Call Yield Boost in Focus

October 21, 2025, 12:22 PM EDT. BG (Bunge Global SA) welcomed new February 2026 options with ~122 days to expiry. The highlighted trade via the YieldBoost scan shows a put at $85 with a current bid of $2.25, implying a cost basis of about $82.75 if sold to open and a roughly 10% discount to the current price (around $94.91). Traders estimate a ~76% chance the $85 put expires worthless, yielding about 2.65% on cash and ~7.92% annualized. On the call side, the $100 strike bid is $4.50; a covered-call using BG at $94.91 could deliver about 10.10% if shares are called away at expiration. The piece notes ongoing tracking of odds and relevant BG fundamentals.

MSCI January 2026 Options Begin Trading: Put 530 & Covered Call 540 Spotlight YieldBoost

October 21, 2025, 12:20 PM EDT. Investors in MSCI Inc (MSCI) gained new options for the January 2026 expiration, about 87 days out. The put at the 530 strike bids around $22.40, implying a purchaser would own MSCI at about $507.60 after premium, a roughly 1% discount to the current price (~$536.94). If exercised, that is a potential path to acquire shares below market. The odds of the put expiring worthless are about 57%, with a YieldBoost potential of about 4.23% for the cash tied, or 17.72% annualized. On the call side, the 540 strike bids about $24.80. A covered call using MSCI at ~$536.94 could yield ~5.19% if shares are called away. Stock Options Channel will track the odds and post charts as they evolve, alongside a trailing twelve month history.

BEKE September 2026 Options Begin Trading: Put at $15 and Covered-Call at $20 Highlight YieldBoost Signals

October 21, 2025, 12:18 PM EDT. BEKE begins trading its September 2026 options, highlighting a put at the $15 strike with a $1.20 bid. Selling to open could yield an effective $13.80 cost basis (before commissions), about an 18% discount to the current price of roughly $18.36. The odds of the put expiring worthless are about 76%, implying an 8.00% yield on the cash commitment, per YieldBoost. On the call side, a $20 strike sold as a covered call could deliver roughly 15.14% total return if BEKE is called away. Stock Options Channel will track greeks and probabilities and provide ongoing charts. Investors should also review KE Holdings' fundamentals and recent performance.

See Which Latest 13F Filers Hold Goldman Sachs (GS) as of 03/31/2025

October 21, 2025, 12:16 PM EDT. In the latest batch of 13F filings for the 03/31/2025 period, Goldman Sachs Group Inc (GS) was held by 11 of the 25 funds reviewed. The piece cautions that 13F data only shows long positions, not shorts, so the full bullish/bearish picture can be incomplete. Compared with 12/31/2024, five funds increased their GS positions while six reduced theirs. Across all filers, the aggregate GS share count rose by 3,517,051 shares, from 9,391,429 to 12,908,480 – a gain of about 37.45%. The story aims to highlight how group signals can offer ideas, even if individual filings can be misleading due to their long-only nature. The article also notes the top holders of GS in this period, without naming them here.

Apple Nears $4T Market Cap: Can It Catch Nvidia in the AI Race?

October 21, 2025, 12:14 PM EDT. Investors are weighing whether Apple can close the AI gap with Nvidia as Apple nears a $4 trillion market cap. The debate: chase Nvidia's continued AI momentum or back Apple's potential catch-up. One guest argues Apple's core business remains strong and the AI super cycle may already be priced into Nvidia, leaving room for Apple to close the gap. Another speaker aligns with Apple's bullish outlook, noting demand for the iPhone 17 upgrade through 2027 and the expanding ecosystem around connected devices, including Vietnam-made products. Wall Street remains broadly bullish on Apple's long-term AI and hardware upside. The conversation captures the tension between Nvidia's momentum and Apple's ability to sustain growth beyond smartphones into a broader platform strategy.

Beyond Meat Expands Walmart Partnership, Launches 6-Pack; BYND Stock Surges

October 21, 2025, 12:12 PM EDT. Beyond Meat (BYND) expanded its partnership with Walmart to bring its plant-based lineup to more than 2,000 stores. The retailer will also carry the brand's Beyond Burger 6-Pack, among the first national retailers to offer the new value-format burger. CEO Ethan Brown noted the move aims to boost accessibility amid higher food costs, with the burger delivering 2g saturated fat, 21g protein, and no cholesterol thanks to avocado oil. Walmart will also stock Beyond Steak Korean BBQ-Style and Beyond Chicken Pieces. In late trading, BYND was trading at $2.16, up $0.69 (47.34%) on the Nasdaq, reflecting investor interest in expanded distribution and product lineup.

RVMD February 2026 Options Begin Trading: YieldBoost Highlights $40 Put and $60 Call

October 21, 2025, 12:10 PM EDT. RVMD's February 2026 options began trading with 122 days to expiration. A put at the $40 strike bids 0.05, implying a purchase price of about $39.95 if sold to open, roughly 26% below the current $54.36 stock price. Odds of the put expiring worthless are about 86%, per YieldBoost, with a potential 0.12% return on cash (0.37% annualized) if it finishes out of the money. On the call side, the $60 strike bids 2.10. A covered-call using RVMD at $54.36 could yield about 14.24% total return if called away at expiration. Stock Options Channel will monitor the contract odds and include trailing twelve-month charts and fundamentals for context.

Royal Gold (RGLD) Debuts September 2026 Options: $185 Put and $195 Covered Call

October 21, 2025, 12:08 PM EDT. Royal Gold Inc (RGLD) has launched September 2026 options, with 332 days to expiration. YieldBoost highlights one put at $185 (bid 20.70) and one call at $195 (bid 22.00). Selling the $185 put would lock in a $164.30 net cost basis if exercised, with about a 60% chance of expiring worthless and an estimated 11.19% return on cash (12.30% annualized). For the call, selling the $195 covered call after buying at $187.08 implies about a 15.99% total return if called away, capping upside. Charts show the $185 and $195 strikes relative to Royal Gold's 12-month history, aiding risk/reward assessment.

January 2026 Options Now Trading for Baldwin Insurance Group (BWIN) – YieldBoost Insights

October 21, 2025, 12:06 PM EDT. Investors now have January 2026 options on The Baldwin Insurance Group Inc (BWIN). With 87 days to expiration, this new contract offers potential for premium collection by sellers and a possible cost basis of $22.15 for buyers who sell-to-open the $22.50 put. The strike sits roughly 2% below the current price, making the contract out-of-the-money and offering about a 58% chance it expires worthless, per YieldBoost analysis. If exercised, the premium would yield about 1.56% on cash, or roughly 6.52% annualized. The implied volatility for this put is around 61%, versus a trailing 12-month realized volatility of about 49%. Stock Options Channel will track this contract's odds and publish updates on the contract detail page.

CART September 2026 Options Debut: Put at $37 and Covered Call at $40 Highlight YieldBoost

October 21, 2025, 12:04 PM EDT. Maplebear Inc (CART) saw its September 2026 options begin trading, offering a longer time frame and potentially higher premiums. The put at the $37 strike has a current bid of $3.30, implying a cost basis of $33.70 if sold to open, about a 6% discount to the current $39.16 stock price and a roughly 66% chance the option expires worthless per YieldBoost analytics. A successful expiration would generate about an 8.92% return on cash and ~9.81% annualized. On the call side, the $40 strike bid of $5.50 supports a covered-call case: buying CART at ~$39.16 and selling the call could yield ~16.19% total return if the stock is called away at expiration, with upside risk if shares soar. YieldBoost charts and trailing twelve month history underpin the setup.

September 2026 Options for Peabody Energy (BTU): YieldBoost Highlights 28 Put and 35 Call

October 21, 2025, 12:02 PM EDT. Peabody Energy (BTU) lists new September 2026 options, presenting longer-dated opportunities for option sellers. The put at the $28.00 strike bids around $5.20, creating a potential cost basis of about $22.80 if assigned. With BTU trading near $29.91, the strike is roughly a 6% discount and the odds of expiring worthless are about 69% per YieldBoost. Such a result would yield about 18.57% on cash, or 20.42% annualized. On the call side, the $35.00 strike bids around $5.75; selling a covered call could deliver roughly 36.24% total return if the stock is called away. The note also points to the trailing twelve month history and fundamentals for fuller context.

Stock market rally faces 5 risks, from macro fog to credit, BofA says

October 21, 2025, 12:00 PM EDT. Bank of America flags five headwinds threatening the rally, warning that a foggy macro backdrop and tighter credit conditions could cap gains. The five risks include deteriorating economic momentum, persistent inflation surprises, and a path of higher interest rates, creating a risk of a steeper yield curve. Additional pressure comes from tightening credit conditions in corporate debt and geopolitical tensions that dampen risk appetite, along with valuation risk as multiples adjust to higher discount rates. Traders should monitor inflation data, central-bank signals, and credit spreads for early signs of trouble. A constructive setup remains possible if data cool and policy stays supportive, but crosswinds from macro and financial conditions are meaningful.

AMZN Stock Quote Price and Forecast

October 21, 2025, 11:56 AM EDT. Amazon.com, Inc. is a multinational technology company that operates in online retail and cloud services. Its segments are North America, International, and AWS, driving revenue from consumer products, advertising, and subscriptions. The company, founded by Jeffrey P. Bezos and headquartered in Seattle, WA, combines e-commerce with cloud computing through AWS. Investors monitor performance in retail markets and AWS growth, including margins and capital expenditure. Because AWS contributes a large portion of profits, the stock is sensitive to revenue growth trends, pricing strategy, and the pace of digital advertising and subscription revenue. Broader market conditions, supply chain dynamics, and competitive pressures will influence the near-term valuation and upside potential.

APLD Quantitative Stock Analysis: Validea's Motley Fool Growth Screen Yields 45%

October 21, 2025, 11:54 AM EDT. Validea applies its guru-based framework to APPLIED DIGITAL CORP (APLD) using the Motley Fool's Small-Cap Growth Investor model. The stock is a mid-cap growth play in the Computer Services sector, rated 45% under this strategy. A score of 80%+ signals interest, with 90%+ indicating strong interest. The accompanying table shows a mix of PASS and FAIL signals: profit margin and relative strength and several growth comparisons are FAIL, while insider holdings, cash flow from operations, profit margin consistency, cash and cash equivalents, inventory to sales, accounts receivable to sales, and average shares outstanding are PASS. Key risks include R&D as a percentage of sales, long-term debt/Equity, P/E to growth, and other valuation/price metrics. Overall, APLD's alignment with Fool growth criteria appears limited, suggesting caution for investors.

PDD Holdings ADR: Validea Guru Analysis Snapshot

October 21, 2025, 11:52 AM EDT. Validea's guru analysis assigns PDD HOLDINGS INC – ADR (PDD) a 61% rating under the Motley Fool Small-Cap Growth framework. The stock is positioned as a large-cap growth name in Retail (Specialty), with the claim that the Fool strategy rewards solid fundamentals and price performance, though this score indicates only modest interest. Key tests show: Profit Margin: PASS, Relative Strength: FAIL, Cash Flow from Operations: PASS, Profit Margin Consistency: PASS, R&D as % of Sales: NEUTRAL, Cash and Cash Equivalents: PASS, Inventory and Accounts Receivable to Sales: PASS, Long Term Debt/Eq: PASS, The Fool Ratio (P/E to Growth): FAIL, Average Shares Outstanding: PASS, Sales: FAIL, Daily Dollar Volume: FAIL, Price: PASS, Income Tax Percentage: FAIL. Overall, the analysis highlights mixed fundamentals with valuation concerns and momentum gaps.

ACN Buffett-Based Quantitative Analysis: Validea Rates ACCENTURE at 92%

October 21, 2025, 11:50 AM EDT. Validea's Buffett-based model rates ACCENTURE PLC (ACN) at 92%, signaling strong interest from a long-term, quality-growth perspective. The strategy rewards long-term profitability and low debt with a reasonable valuation. ACN is characterized as a large-cap growth stock in the Computer Services sector. In the scorecard, critical tests come in as PASS for EARNINGS PREDICTABILITY, DEBT SERVICE, RETURN ON EQUITY, RETURN ON TOTAL CAPITAL, and FREE CASH FLOW, with SHARE REPURCHASE listed as NEUTRAL and INITIAL RATE OF RETURN and EXPECTED RETURN as PASS. The overall view favors fundamentals and earnings stability over aggressive leverage, aligning with a Buffett-style approach. Investors may consider ACN for a steady, high-quality exposure within a diversified portfolio, keeping in mind market context.

KLAC Quantitative Stock Analysis: Twin Momentum Signals Strong Fundamentals for KLAC

October 21, 2025, 11:48 AM EDT. KLAC (KLA Corp) stands out under Validea's Twin Momentum Investor model, which blends fundamental momentum with price momentum. The rating for KLAC is 100% under the Dashan Huang framework, signaling strong interest from fundamentals and valuation. KLAC is described as a large-cap growth stock in the Semiconductors space. The model emphasizes seven variables-earnings, ROE, ROA, accrual operating profitability to equity, cash operating profitability to assets, gross profit to assets, and net payout ratio-combined with price momentum to drive outperformance. Validea notes that a score above 90% denotes strong interest, while 80%+ indicates potential. The accompanying table highlights strong and weak points with weighted tests; results reflect strategy criteria, not guaranteed outcomes.

SOUN: Validea Twin Momentum Rating Hits 88% for SoundHound AI

October 21, 2025, 11:46 AM EDT. Validea's guru analysis for SOUNDHOUND AI INC (SOUN) applies the Twin Momentum model, blending fundamental momentum and price momentum as described by Dashan Huang. SOUNDHOUND AI is a small-cap value stock in the Computer Services sector. The rating is 88% under this strategy, with 80%+ signaling interest and 90%+ signaling strong interest. While the model shows FUNDAMENTAL MOMENTUM: PASS and PRICE MOMENTUM: PASS, the FINAL RANK: FAIL. The report positions this stock among the top in Validea's universe of 22 guru strategies for this approach, driven by fundamentals and valuation.

MP Materials Corp (MP) Ranked on Wesley Gray's Quantitative Momentum Screen

October 21, 2025, 11:44 AM EDT. Validea flags MP Materials Corp (MP) on its Quantitative Momentum screen, based on Wesley Gray's strategy. The approach seeks stocks with strong intermediate-term relative performance. MP, a large-cap growth stock in the Metal Mining industry, earns a 66% rating-above a baseline but short of the 80% "noticeable interest" threshold and far from the 90% level that signals strong conviction. The accompanying table shows several momentum criteria with mixed results and notes that criteria are not all equally weighted. Overall takeaway: MP attracts some interest from this momentum model, but the score suggests more confirmation is needed before signaling a strong buy signal.

MARATHON DIGITAL HOLDINGS (MARA) Quantitative Momentum Analysis – Validea/Wesley Gray Rating 61%

October 21, 2025, 11:42 AM EDT. Validea's Quantitative Momentum analysis on Marathon Digital Holdings (MARA) applies Wesley Gray's strategy to identify stocks with strong intermediate-term relative performance. MARA is rated 61% based on fundamentals and valuation, meaning there is some interest but not strong conviction (80%+ signals higher interest). The report classifies MARA as a mid-cap growth stock in the Software & Programming sector, and it notes that not all criteria carry equal weight. This review highlights Gray's momentum framework and Validea's methodology, with the usual caveat that the views are those of the author and not Nasdaq, Inc.

SNPS Quantitative Stock Analysis: Validea Zweig Growth Score 46% Highlights Mixed Fundamentals

October 21, 2025, 11:40 AM EDT. Validea's guru-based analysis ranks SYNOPSYS INC (SNPS) highest among growth signals when measured by the Martin Zweig Growth Investor model. The latest score sits at 46%, well below the 80% threshold for interest and far from 90% for strong interest. SNPS is presented as a large-cap growth stock in the Software & Programming space, with mixed results: P/E ratio and several earnings-growth tests fail, while revenue growth relative to EPS growth passes and current quarter earnings and earnings persistence pass. The highlights include sales growth rate pass, long-term EPS growth pass, total debt/equity ratio pass, and insider transactions pass. Overall, the assessment points to modest growth momentum with notable valuation headwinds and debt considerations.

White River Bancshares Q3 Profit Climbs to $3.54M, $1.44 EPS

October 21, 2025, 11:38 AM EDT. White River Bancshares Co (WRIV) reported third-quarter earnings that climbed year over year. On a GAAP basis, the bank posted net income of $3.54 million, or $1.44 per share, up from $2.74 million, or $1.12 per share, in the same period last year. The results highlight improved profitability for Q3 versus the prior-year period.

Argan Inc (AGX) Ex-Dividend 0.375 Dividend, Payable 10/31/24

October 21, 2025, 11:36 AM EDT. Argan Inc (AGX) goes ex-dividend on 10/23/24, with a quarterly payout of $0.375 per share, payable on 10/31/24. At a current price around $128.79, the dividend yields about 0.29% on the ex-date. The annualized yield sits near 1.16% for investors buying before the payout. The stock's 52-week range spans $39.74 to $135.85, with the most recent trade near $129.00. In Monday trading, AGX was down roughly 0.2%. While dividends can be variable, the payout history can help gauge whether the current yield is likely to continue.

AptarGroup (ATR) Goes Ex-Dividend Ahead of 8/17 Payout

October 21, 2025, 11:34 AM EDT. ATR will trade ex-dividend on 7/26/23 ahead of a $0.41 quarterly dividend, payable 8/17/23. Based on a recent price near $119.56, the payout equals about 0.34% for the period, with an annualized yield around 1.37%. The stock's 52-week range runs from $90.23 to $122.50, with the last trade near $119.64. In Monday trading, AptarGroup was about 0.2% lower. Investors can review the dividend history to gauge the likelihood of continued payouts and compare current yield to historical norms. The report also prompts readers to consider other high-yield options and SAFER dividend ideas.

Ex-Dividend Reminder: Thor Industries, CVS Health and Dynex Capital

October 21, 2025, 11:32 AM EDT. Dividend Channel notes that Thor Industries (THO), CVS Health (CVS) and Dynex Capital (DX) go ex-dividend on 10/23/25. THO will pay a quarterly dividend of $0.52 on 11/6/25, CVS $0.665 on 11/3/25, and DX $0.17 monthly on 11/3/25. Based on THO's recent price of about $104.77, the ex-date drop is estimated near 0.50%; CVS is about 0.81% lower and DX about 1.27% lower, all else equal. If these dividends continue, projected annual yields are roughly 1.99% for THO, 3.23% for CVS, and 15.19% for DX. Investors should review dividend history to assess sustainability before relying on future yields.

Dow Movers: Coca-Cola (KO) Leads Gains as IBM Drops in Early Trading

October 21, 2025, 11:30 AM EDT. In early trading, Coca-Cola (KO) rose about 3.3%, making it the top performer among the Dow Jones Industrial Average components; Coca-Cola is up about 13.6% YTD. IBM was the day's laggard, down around 0.6%, though it remains about 28.3% YTD stronger. Verizon Communications (VZ) slipped about 0.6%, while MMM rose roughly 2.4%. The session underscores intraday rotation within the Dow, with KO and IBM driving the day's moves.

LTC Properties Ex-Dividend Reminder: $0.19 Monthly Dividend on 10/23/25, Payable 10/31/25; ~6.42% Yield

October 21, 2025, 11:28 AM EDT. Dividend Channel notes LTC Properties, Inc. (LTC) will trade ex-dividend on 10/23/25 for a monthly dividend of $0.19, payable on 10/31/25. At a recent price around $35.53, the implied yield is about 0.53% for the ex-dividend period, with an estimated annual yield near 6.42%. The chart shows a 52-week range of $31.70-$39.89, and a last trade near $35.47. LTC was up about 0.9% in Tuesday trading. While dividends are not guaranteed, these figures help gauge whether LTC's current payout can continue and how it may shape total return.

S&P 500 Movers: WBD Leads Gains, Newmont Slips; PMI and GM Move

October 21, 2025, 11:26 AM EDT. Early trading showed Warner Bros Discovery (WBD) lifting the S&P 500, up about 11.9%, with the stock posting a roughly 93.9% year-to-date gain. The day's laggard among large-cap components is Newmont (NEM), down about 7.6% intraday, even as it remains 135.6% higher year-to-date. Other notable moves include Philip Morris International off around 5.6% and General Motors higher about 10.9%. The snapshot captures activity across S&P 500 components, reflecting a mix of strong performers and pocketed declines as traders weigh sector dynamics and earnings context.

Markets hover near record highs as earnings season tests sky-high valuations

October 21, 2025, 11:24 AM EDT. U.S. equities hold near record highs as earnings season unfolds and investors seek justification for lofty valuations. The S&P 500 hovered near its intraday peak, the Dow edged higher, and the Nasdaq slipped modestly. Big movers included General Motors up about 10% on stronger results and higher EV targets; Halliburton, Danaher and Coca-Cola also rose after beating expectations; Warner Bros. Discovery jumped on strategic options chatter. Alphabet slipped from its highs, weighing on tech leadership. Gold fell about 3% but remains well above a year ago. With a government shutdown looming and the Fed weighing inflation against the job market, markets await more earnings signals to guide policy and valuations.

Stock Futures Hold Steady After Rally as Apple Hits Record on iPhone 17, GM Rises on Strong Earnings

October 21, 2025, 11:22 AM EDT. Stock futures little changed after major indexes surged to start the week, with Apple leading gains on record iPhone 17 sales. GM jumped after better-than-expected earnings and higher full-year guidance. Investors also eye Netflix ahead of its after-hours report as it grows advertising revenue. The U.S. government shutdown enters its 21st day, with White House officials signaling a potential resolution this week. Traders watched gold retreat from record highs and Bitcoin retreating from recent peaks as yields hover near 4%. The week's key data include inflation figures due Friday, while some reports are affected by the shutdown.

Apple Rallies to New High; Bars Pattern Signals $308 Target Amid Bear Trap Risk

October 21, 2025, 11:20 AM EDT. Apple (AAPL) shares climbed to a fresh high after signs of robust iPhone 17 demand in the U.S. and China, per Counterpoint Research. The move follows a breakout above a pennant, creating a potential bear trap for shorts. Technicals point to further upside, with Bars Pattern analysis signaling a target near $308 and a likely run into late November/early December if price action rhymes. The stock also shows bullish momentum with a 50-day MA crossing above the 200-day MA and a still-bullish RSI, though momentum sits below prior peaks. Key supports cited near $250 and $237. From a relative performance view, Apple trails some peers in AI-related gains but has rallied over 30% from August lows and about 5% YTD. Watch volume and any new data on iPhone 17 uptake for follow-through.

GM raises 2025 guidance as tariff impact eases; shares jump in pre-market

October 21, 2025, 11:18 AM EDT. General Motors shares jumped roughly 11% in Tuesday pre-market trading after topping Q3 earnings estimates, though revenue missed expectations, and the automaker raised its 2025 guidance on a reduced tariff impact. GM also signaled softer EV demand amid expiring tax credits. Yahoo Finance senior reporter Allie Canal breaks down the results, with further expert insights on Morning Brief.

Unilever UL Drops as U.S. Government Shutdown Delays Magnum Ice Cream Demerger

October 21, 2025, 11:16 AM EDT. Unilever (UL) shares fell after the company said the Magnum Ice Cream Company demerger will be delayed due to the U.S. government shutdown, pushing back the NYSE listing registration. The spin-off remains on track for 2025, with a primary listing in Amsterdam and secondary listings in New York and London, though updates on the revised timetable will follow. The unit, which includes Magnum, Ben & Jerry's and Cornetto, is expected to command about a fifth of the global ice cream market and deliver roughly 3-5% organic growth in the medium term from 2026. UL's broader push to streamline into beauty and personal care continues, including the sale of Vegetarian Butcher and exploration of Graze. Year-to-date, UL is up about 13%.

Unilever Magnum IPO delayed as US government shutdown stalls SEC approvals

October 21, 2025, 11:14 AM EDT. Unilever's plan to demerge Magnum Ice Cream is delayed as the ongoing US federal government shutdown prevents the SEC from declaring the registration statement effective. The Magnum listing was set for Amsterdam with secondary listings in New York and London; Unilever will keep a 19.9% stake. The shutdown has slowed IPO approvals, with economists estimating weeks of output loss. Preparatory work continues and Unilever aims to complete the spin-off in 2025, with the timeline likely revised. Analysts say the key is the underlying business quality and long-term growth, rather than the delay. The move sits within Unilever's broader cost-simplification and focus on core brands, highlighting regulatory risks amid political gridlock.

Carvana Expands Same-Day Delivery to San Diego; Stock Rises on Logistics Push

October 21, 2025, 11:12 AM EDT. Carvana Co. (CVNA) said it launched same-day vehicle delivery in the greater San Diego area, letting select customers receive their purchases the same day they order on Carvana.com. The program, first introduced in Arizona, is now available in markets across more than 20 states, with plans to expand further. The move highlights Carvana's push for faster, more convenient online auto shopping, which could boost order flow and inventory turnover. In today's session, CVNA shares traded around $346.10, up roughly 2.6%.

Farmers & Merchants Bank of Long Beach Reports Q3 Earnings Rise to $18.13 Million

October 21, 2025, 11:10 AM EDT. Farmers & Merchants Bank of Long Beach reported a rise in Q3 profitability, posting GAAP earnings of $18.13 million, up from $14.36 million a year earlier. The release confirms earnings growth year over year, though the provided material does not clearly present EPS figures. Investors will note the profitability improvement from the regional bank, with management signaling stronger performance in the quarter. The disclaimer at the end reiterates that the views are those of the author and not Nasdaq's.

Nutrien Initiates Controlled Shutdown of Trinidad Nitrogen Operations at Point Lisas

October 21, 2025, 11:08 AM EDT. Nutrien Ltd. has begun a controlled shutdown of its Trinidad nitrogen operations at the Point Lisas facility, effective October 23, 2025, amid port access restrictions and a lack of a reliable and economical natural gas supply. The company says it will stay engaged with stakeholders and assess options for its Trinidad operations. Despite the shutdown, Nutrien expects to remain within its 2025 nitrogen sales volume guidance of 10.7-11.2 million tonnes, supported by the continued strength of its North American Nitrogen operations. At present, NTR is trading around $57.19 on the NYSE.

US Stocks Open Mixed as Earnings Flow Supports Tech; Dow Flat, S&P 500 Dips

October 21, 2025, 11:06 AM EDT. US stocks opened mixed amid a wave of earnings reports, with the Nasdaq Composite buoyed by strong results in growth names while the Dow Jones Industrial Average hovered around the unchanged line and the S&P 500 slipped slightly. A blockbuster report from Apex Computing propelled AI and cloud services higher, but rate-sensitive and cyclical sectors weighed on the broader picture. Tech and Communications Services led gains, while Utilities and Real Estate lagged, and Industrials faced pressure from softer factory data. The early pace suggested choppy trading ahead as investors weigh earnings against macro risks and a looming government shutdown. Gold extended declines, oil stayed higher, and the 10-year Treasury yield nudged higher, keeping pressure on non-yielding equities.

NVIDIA (NVDA) Price Prediction 2025-2030: Catalysts, Targets, and Risks

October 21, 2025, 11:04 AM EDT. NVDA continues to ride the AI megatrend with strong earnings and a dominating GPU lineup. With its client base including the Magnificent Seven and a track record of revenue and net income growth, analysts have raised price targets on OpenAI investment news. Notably, NVIDIA hit a $4 trillion market cap in July, briefly surpassing Apple and Microsoft, and announced up to $100 billion in OpenAI funding, which spurred revisions from Evercore, Barclays, and other banks. In Q2, NVIDIA beat on EPS ($1.05) and revenue ($46.74B), fueling optimism for a sustained upcycle. Yet the stock looks expensive, and supply/demand dynamics, regulation, and AI demand cycles remain key risks. The stock has shed modestly lately but remains a leading AI beneficiary with potential into 2025-2030.

Coca-Cola stock climbs on Q3 beat as affordability and innovation drive momentum

October 21, 2025, 11:02 AM EDT. Coca-Cola stock advances after a Q3 beat with earnings beating estimates, while revenue came up slightly short of expectations. Shares rose about 2.7% in early pre-market trading as investors weighed the solid top- and bottom-line results. The quarter showed growth in Coca-Cola Zero Sugar and strength in water and sports drinks, even as North America volume was flat. Global unit volume rose about 1%, far below 2022's pace. Management reaffirmed guidance, targeting organic revenue growth and higher adjusted earnings for the year. Officials cautioned that near-term demand faces inflation, trade dynamics, and geopolitics, but emphasized that affordability and ongoing innovation remain catalysts for momentum.

Tesla Stock Forecast for 2025: Can TSLA Reclaim All-Time Highs Amid Robotaxi Bets and EV Headwinds

October 21, 2025, 10:58 AM EDT. Tesla stock has faced ongoing headwinds in the U.S. and Europe, with deliveries down year over year and margins retreating from pandemic-era highs. The shares have been volatile as CEO Elon Musk's feud with President Trump adds uncertainty, though a 2025 rally has put TSLA in positive territory for the year while remaining about 8% below its all-time high. Bulls cite Canaccord's note signaling improving delivery momentum and the potential for new EV models to bolster global sales, even as India orders remain modest. The anticipated Robotaxi could be a major catalyst, but investors must weigh a post-tax credits cliff in the U.S. and fierce competition as the market evolves. The piece evaluates whether Tesla can rebound to new highs or face renewed pressure in 2025.

Stocks Hold Steady on Wall Street as Earnings Roll In

October 21, 2025, 10:54 AM EDT. U.S. stocks hovered near record levels as companies kicked off a busy round of earnings. The S&P 500 was little changed in early trading, while the Dow Jones Industrial Average rose about 27 points and the Nasdaq Composite slipped modestly. General Motors jumped after topping expectations and lifting full-year targets, with Coca-Cola and GE Aerospace also lifting shares on solid results. Commodities and rates moved: gold slid and Treasury yields eased. Global markets followed with most European and Asian shares higher. Investors await more quarterly results to gauge profit trends for the season ahead.

Peter Tuchman: The Einstein of Wall Street says the best path for youth is to invest in stocks, not stuff

October 21, 2025, 10:52 AM EDT. Peter Tuchman, the NYSE veteran nicknamed the 'Einstein of Wall Street', urges young people to invest in stocks rather than buying depreciating 'stuff'. He notes he trades up to $1 billion daily and says the new generation buys products that lose value immediately. His advice: study consumer trends- the sneakers, phones, and apps popular with peers- and buy small stakes in the companies behind those products. The approach echoes Peter Lynch's 'buy what you know' but with a modern twist, including the power of passive investing through index funds. He cites a simple scenario: contributing $250 a month from age 18 into the S&P 500 could grow to over $1 million by 60, thanks to compound interest. The piece also recounts Tuchman's long career and near-fatal battle with COVID-19.

GM tops on higher guidance as Coke, Netflix earnings loom; US-Australia rare earth deal adds market twist

October 21, 2025, 10:50 AM EDT. Markets are digesting a flood of earnings: GM surges after lifting its guidance on strong pickup-truck demand and tariff relief on auto parts, while Coca-Cola rises on better-than-expected results but warns soft drink demand remains soft. Investors eye Netflix after the close as the next big tech report, with attention on advertising momentum and a robust content slate. In geopolitics, the US-Australia rare earth deal prompts China to call for stabilizing the global supply chain ahead of President Trump's meeting with President Xi. With futures little changed, traders await the next batch of results to gauge the trajectory for stocks.

CVX Quantitative Stock Analysis – Peter Lynch P/E/Growth Signals Strong Interest in Chevron (CVX)

October 21, 2025, 10:46 AM EDT. Validea's guru-based assessment ranks CHEVRON CORP (CVX) highest among its 22 guru strategies under the Peter Lynch P/E/Growth model. The rating sits at 93%, with strong indicators in P/E/Growth RATIO, SALES AND P/E RATIO, EPS GROWTH RATE, and TOTAL DEBT/EQUITY RATIO. The model notes FREE CASH FLOW as neutral and NET CASH POSITION as neutral. As a large-cap value stock in the Oil & Gas Operations space, CVX's valuation aligns with growth, and a score of 90%+ typically signals strong interest. The analysis highlights a sound balance sheet, earnings growth, and a price reasonable relative to growth, positioning CVX as a stock to watch within Peter Lynch's framework.

ABBVIE (ABBV) Mohanram Growth Rating: 77% from Validea guru model

October 21, 2025, 10:44 AM EDT. ABBVIE INC (ABBV) earns the top slot among Validea's guru strategies under Partha Mohanram's Growth Investor model, rating the stock at 77%. The model seeks low book-to-market, growth-oriented names, and places ABBVIE in the large-cap Biotechnology & Drugs growth camp. A 77% rating implies some interest rather than a strong conviction (the 80%+ threshold signals stronger interest; 90%+ would indicate high conviction). The analysis shows several positives across tests: Book/Market ratio, Return on Assets, Cash Flow from Operations to Assets, and related metrics (CFO/ROA, ROA variance, Sales variance, Advertising to Assets). However, two weaknesses appear: Capital Expenditures to Assets and R&D to Assets fail. Overall, ABBV offers a growth tilt with solid fundamental signals but mixed asset-allocation indicators, suggesting investors may want to watch catalyst-driven upside while monitoring capex/R&D alignment.

VERTIV HOLDINGS CO (VRT): Quantitative Momentum Rating 94% from Wesley Gray Strategy

October 21, 2025, 10:42 AM EDT. Validea's guru analysis flags VERTIV HOLDINGS CO (VRT) as a top pick in its Quantitative Momentum framework, based on the published strategy of Wesley Gray. The model seeks stocks with strong, intermediate-term relative performance, and VRT earns a 94% rating-well above the 90% threshold for 'strong interest.' It's a large-cap growth stock in the Electronic Instruments & Controls industry, with momentum-driven signals supported by solid fundamentals and valuation. While not every criterion is equally weighted, the summary notes Pass on Momentum, Return Consistency, and Seasonality tests, highlighting a favorable risk/reward profile per Validea's scoring. The report also provides background on Gray and Validea's methodology, underscoring the signal's credibility for investors.

Wells Fargo (WFC) Twin Momentum Stock Analysis: Validea Ranks High on Fundamentals and Momentum

October 21, 2025, 10:40 AM EDT. Validea's Twin Momentum Investor model rates WELLS FARGO & CO (WFC) highly, placing it in the top tier among 22 guru strategies. The model blends fundamental momentum with price momentum to identify stocks with improving earnings, ROE, ROA, and other seven variables highlighted by Dashan Huang. WFC, a large-cap value stock in the Money Center Banks group, earned a 100% score based on fundamentals and valuation, with the tables showing PASS for both fundamental momentum and price momentum and a FINAL RANK: PASS. The strategy fuses earnings quality with stock price strength, and Dashan Huang's research suggests strong outperformance when combining momentum with improving fundamentals. Overall, Validea views WFC as an attractive candidate under this Twin Momentum framework.

SHOPIFY INC. (SHOP) Growth Signals From Validea's Zweig-Based Analysis

October 21, 2025, 10:38 AM EDT. Validea's guru fundamental report on SHOPIFY INC (US) (SHOP) uses the Growth Investor model based on Martin Zweig. The stock earns 77%, with notes of persistent accelerating earnings and sales growth, reasonable valuations, and relatively low debt. Described as a large-cap growth stock in Business Services, it shows potential interest above 80% and strong interest above 90% when criteria align. The table flags a P/E ratio: FAIL but Revenue growth in relation to EPS growth: PASS and Sales growth rate: PASS, along with positive signals for current quarter earnings, quarterly earnings YoY, and earnings persistence. Total debt/equity and insider transactions are passes; long-term EPS growth is flagged as a weakness.

INTUIT INC (INTU) in Validea's Quantitative Momentum Analysis: 88% Rating

October 21, 2025, 10:36 AM EDT. Validea's guru signal for INTU (INTUIT INC) relies on Wesley Gray's Quantitative Momentum approach and scores the stock 88%-a sign of notable interest but not the top tier (≥90%). The model targets stocks with strong intermediate-term relative performance and momentum, placing INTU in the large-cap growth category within the Software & Programming space. In this report, the stock passes on momentum and return consistency, with seasonality listed as neutral. The write-up also provides background on Gray and Validea's methodology. Overall, INTU appears to be a favorable candidate within this momentum framework, supported by solid fundamentals and valuation.

QCOM Quantitative Momentum Stock Analysis – Validea/Wesley Gray

October 21, 2025, 10:34 AM EDT. Validea's guru analysis assigns QUALCOMM INC (QCOM) a top score under the Quantitative Momentum model attributed to Wesley Gray. The system looks for stocks with strong, intermediate-term relative performance and rates QCOM at 100%, indicating high interest based on fundamentals and valuation. QUALCOMM is categorized as a large-cap growth stock in the Communications Equipment sector. A score of 80%+ suggests interest; 90%+ signals strong interest. The report notes the stock passes momentum tests such as universe selection and return consistency, with seasonality listed as neutral. All conclusions reflect Validea's methodology and the analysis of underlying factors; no guarantee of future results.

TXN: Validea Growth Investor signal tied to Martin Zweig

October 21, 2025, 10:32 AM EDT. TXN-Texas Instruments-scores highest among Validea's 22 guru strategies under the Growth Investor model, based on Martin Zweig. The stock earns 69% overall, with signals of persistent earnings and sales growth, a reasonable valuation, and relatively low debt. Highlights: P/E: PASS; REVENUE GROWTH vs EPS: PASS; SALES GROWTH RATE: PASS; CURRENT QUARTER EARNINGS: PASS; QUARTERLY EARNINGS ONE YEAR AGO: PASS; POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: PASS; EARNINGS GROWTH RATE FOR PAST SEVERAL QUARTERS: FAIL; EARNINGS PERSISTENCE: FAIL; LONG-TERM EPS GROWTH: FAIL; TOTAL DEBT/EQUITY RATIO: FAIL; INSIDER TRANSACTIONS: PASS. Overall, near-term fundamentals look solid and valuation reasonable, but longer-term momentum and leverage concerns temper the signal.

Thermo Fisher (TMO) Shines in Mohanram P/B Growth Model | Validea Overview

October 21, 2025, 10:30 AM EDT. Validea's guru fundamental report on Thermo Fisher Scientific Inc (TMO) ranks the stock highly under Partha Mohanram's P/B Growth framework. This growth model targets low book-to-market stocks with sustainable future expansion, and TMO is treated as a large-cap growth stock in the Medical Equipment & Supplies space. The rating sits at 66%, reflecting fundamentals and valuation; in Validea's terms, a score of 80%+ signals interest, while 90%+ signals strong interest. The detailed tests show BOOK/MARKET: PASS, RETURN ON ASSETS: PASS, CASH FLOW FROM OPERATIONS TO ASSETS: PASS, CFO TO ROA VARIANCE: PASS, SALES VARIANCE: PASS. Notably, ADVERTISING TO ASSETS, CAPITAL EXPENDITURES TO ASSETS, and RESEARCH & DEVELOPMENT TO ASSETS: FAIL. Overall, mixed signals with a growth tilt; investors should weigh the favorable asset-quality signals against the asset-intensity weaknesses.

RDDT: Validea Partha Mohanram P/B Growth Signals Moderate Interest

October 21, 2025, 10:28 AM EDT. Validea flags Reddit Inc (RDDT) as a standout in the Partha Mohanram P/B Growth strategy, one of 22 guru models tracked. The model seeks low book-to-market stocks with growth characteristics, and RDDT scores 77%-indicating some investor interest but not a strong conviction (thresholds: ~80% to begin notable interest, 90%+ for strong interest). RDDT is categorized as a large-cap growth stock in the Business Services space. The detailed tests show a mix: BOOK/MARKET RATIO PASS, RETURN ON ASSETS FAIL, CASH FLOW FROM OPERATIONS TO ASSETS PASS, ROA VARIANCE PASS, SALES VARIANCE FAIL, ADVERTISING TO ASSETS FAIL, CAPEX TO ASSETS PASS, R&D TO ASSETS PASS. Overall, this model highlights growth signals tempered by cash flow and sales variability.

Snowflake (SNOW) Validea Partha Mohanram Growth Model Signals 44% Rating

October 21, 2025, 10:26 AM EDT. Validea's guru report places SNOWFLAKE INC (SNOW) at the top of its lineup using the P/B Growth Investor model attributed to Partha Mohanram. The model seeks low book-to-market stocks with signs of sustained growth. The stock receives a 44% rating from this strategy-below the high-interest threshold but may indicate some interest. Key table signals: BOOK/MARKET RATIO: PASS, RETURN ON ASSETS: PASS, CASH FLOW FROM OPERATIONS TO ASSETS: FAIL, CASH FLOW FROM OPERATIONS TO ASSETS VS. RETURN ON ASSETS: PASS, RETURN ON ASSETS VARIANCE: FAIL, SALES VARIANCE: FAIL, ADVERTISING TO ASSETS: FAIL, CAPITAL EXPENDITURES TO ASSETS: FAIL, RESEARCH AND DEVELOPMENT TO ASSETS: PASS. SNOW is categorized as a large-cap growth stock in the Computer Services industry. Investors should weigh growth signals against cash-flow and capex concerns.

Cisco Systems (CSCO) Scores 81% on Pim van Vliet Multi-Factor Model; Mixed Signals in Validea Analysis

October 21, 2025, 10:24 AM EDT. Cisco Systems Inc (CSCO) earns an 81% score from Validea's Pim van Vliet multi-factor framework, a model focused on low volatility, momentum, and high net payout yield. CSCO is categorized as a large-cap growth stock in the Communications Equipment sector. The detailed gauge shows passes for market cap and standard deviation, but a final rank: fail and neutral readings on momentum and net payout yield. An 80%+ score signals potential interest; 90%+ would indicate stronger conviction. Investors should note the mixed signals: solid foundational metrics exist, yet the strategy flags caution on several factors, implying a nuanced view rather than a clear buy signal.

ANET Quantitative Stock Analysis: Zweig Growth Investor Rating at 77%

October 21, 2025, 10:22 AM EDT. Arista Networks (ANET) earns the top score among Validea's 22 guru strategies under the Growth Investor model inspired by Martin Zweig. The stock shows persistent earnings and sales growth, reasonable valuation, and manageable debt, yielding a 77% rating. Key tests indicate P/E ratio: FAIL, revenue growth relative to EPS growth: FAIL, sales growth rate: PASS, current quarter earnings: PASS, earnings persistence: PASS, long-term EPS growth: PASS, total debt/equity ratio: PASS, and insider transactions: PASS. Areas of weakness include near-term earnings growth comparisons and EPS growth alignment with prior quarters, per the model's weighting. ANET is categorized as a large-cap growth stock in Electronic Instrument & Controls. A score above 90% would indicate stronger conviction; at 77%, there's some interest but not a strong buy signal from this particular strategy.

HD Stock: Pim van Vliet Low-Volatility Multi-Factor Signals Strong Interest

October 21, 2025, 10:20 AM EDT. Validea's Pim van Vliet multi-factor score for HOME DEPOT INC (HD) is 93%, indicating strong interest from a low-volatility, high-net-payout-yield approach. HD is categorized as a large-cap growth stock in the Retail/Home Improvement space, with a Final Rank: PASS. Test results show MARKET CAP: PASS, STANDARD DEVIATION: PASS, TWELVE MINUS ONE MOMENTUM: NEUTRAL, NET PAYOUT YIELD: NEUTRAL. Despite neutral momentum and payout yield, the overall rating exceeds the 90% threshold, suggesting the strategy views HD as a compelling hold in a diversified portfolio. Note that scores of 80%+ imply some interest, while 90%+ implies strong interest. This frames HD as a potential low-risk, quality pick within a multi-factor framework, though investors should consider cross-checking with other factors.

Citigroup (C) Pim van Vliet Low-Vol Multi-Factor Score 87% but Final Rank Fail

October 21, 2025, 10:18 AM EDT. Validea's guru analysis places CITIGROUP INC (C) high on Pim van Vliet's conservative, low-volatility multi-factor model. The model emphasizes low risk with momentum and high net payout yield. Citi is classified as a large-cap value stock in Financial Services. The score hits 87% for the strategy, signaling some interest, with >90% often indicating strong interest. Key test results: Market Cap: Pass, Standard Deviation: Pass, Twelve Minus One Momentum: Neutral, Net Payout Yield: Neutral, Final Rank: Fail. The overall takeaway: Citi's fundamentals pass several factors but fail the final rank under this strategy, suggesting limited upside from this specific approach despite solid fundamentals. Investors may compare with other guru signals or broader value/momentum blends.

Shawbrook IPO Aims for ~£2B Market Cap in November

October 21, 2025, 10:14 AM EDT. Shawbrook Group PLC has priced its initial public offering to value the online lender at between £1.8 billion and £2 billion, as it gears up for a November float. The approach would crown Shawbrook as London's biggest listing so far in 2025, underscoring robust demand for specialist lenders in Europe's funding landscape. Investors will be assessing the range for the IPO alongside the business's growth profile, capital strength, and potential returns. If the deal closes near the top end, Shawbrook could achieve a market cap near £2 billion at inception, signaling a pivotal milestone for the lender and for the UK's mid-market financing segment.

Apple nears $4 trillion market cap as Wall Street dives back into the iPhone maker

October 21, 2025, 10:12 AM EDT. Apple stock is rallying again, pushing the iPhone maker toward a $4 trillion market cap as Wall Street buys back into the name. The Magnificent Seven rally has Apple up about 7% in the last month and 23% in three months, even as it trails the S&P 500 YTD. Strong iPhone 17 demand and expanding AI initiatives have analysts like Wedbush and Loop Capital turning bullish. If Apple breaks above $260 resistance and eyes a move toward $285, the upside could extend. While Apple lags its megacap peers on the year, the stock remains in focus as investors await the company's AI roadmap and a potential fourth-trillion milestone.

Jim Cramer's Top 10 Market Movers to Watch on Tuesday, Oct. 21

October 21, 2025, 10:10 AM EDT. Tuesday's market watch: GE Aerospace lifts its outlook, with services revenue up 28% and a ~2% stock gain. Zions Bancorp delivers a strong quarter despite fraud exposure; JPMorgan raises its price target on contained bad loans. Coca-Cola posts a solid Q3 with 6% organic growth and EPS beating estimates by 4 cents, sending the stock higher. General Motors beats on revenue, EPS and operating income and nudges tariff guidance lower. RTX and 3M top-line beats lift industrials. Cantor Fitzgerald starts NuScale with a buy and a lofty target, despite skepticism. Morgan Stanley backs Spotify as a top pick, citing new pricing and AI tailwinds. Broadcom's target raised to $435 on upbeat AI-driven demand; Starbucks downgraded by UBS. JPMorgan flags Carvana as a positive catalyst ahead of earnings.

NYSE Pre-Market Update: Markets Little Changed as CPI Looms; Grand Ole Opry Celebrates 100th Anniversary

October 21, 2025, 10:08 AM EDT. Stocks are little changed Tuesday as investors weigh trade and earnings developments. The major averages rallied on Monday, with the S&P 500 up more than 1% on optimism that the Government shutdown could be nearing an end. NYSE-listed names including GM, Coca-Cola, and 3M posted quarterly figures ahead of the open, while traders await Friday's September CPI report for fresh clues on inflation and rate expectations. The day also spotlights a cultural milestone: the Grand Ole Opry celebrates its 100th anniversary. In company news, H.B. Fuller unveils details from its 2025 Investor Day. Market observers will parse the CPI print and positioning ahead of the next round of earnings.

IBM stock review: Validea Pim van Vliet multi-factor approach

October 21, 2025, 10:06 AM EDT. IBM is rated 87% by Validea's Pim van Vliet multi-factor model, which focuses on low-volatility stocks with momentum and favorable net payout yields. IBM is positioned as a large-cap growth stock in the Computer Services group. The model places emphasis on low risk with upside momentum, but in this case the final rank is FAILED. The table shows Market Cap: PASS, Standard Deviation: PASS, Twelve Minus One Momentum: NEUTRAL, Net Payout Yield: NEUTRAL. The takeaway: while IBM meets several criteria, the strategy flags concern enough to not assign strong interest despite the fundamentals. Investors should weigh the conservative, low-volatility tilt against mixed momentum and payout signals when considering IBM.

CAT Quantitative Stock Analysis: Pim van Vliet Multi-Factor Score 87%

October 21, 2025, 10:04 AM EDT. Caterpillar Inc. (CAT) earns a favorable read from Validea's Pim van Vliet-based multi-factor model, scoring 87% and signaling strong interest from the strategy. The framework targets low-volatility stocks with momentum and robust payout dynamics. In this review, CAT is a large-cap value stock in the Construction & Agricultural Machinery group, with a final rank: PASS and an overall rating of 87%. The inputs show MARKET CAP: PASS, STANDARD DEVIATION: PASS, TWELVE MINUS ONE MOMENTUM: NEUTRAL, and NET PAYOUT YIELD: NEUTRAL. A score above 80% suggests interest; 87% indicates potential merit, albeit with neutral momentum and payout signals.

Boeing (BA) Pim van Vliet Multi-Factor Analysis: Mixed Signals

October 21, 2025, 10:02 AM EDT. Validea's guru report ranks Boeing Co (BA) highest on Pim van Vliet's multi-factor framework, which emphasizes low volatility, momentum, and payout strength. Boeing is categorized as a large-cap growth stock in Aerospace & Defense. The model scores 56%, below the threshold typically signaling strong interest (80%+) and well short of a high conviction read (90%+). Key tests show Market Cap: PASS, Standard Deviation: PASS, 12-Month Momentum: NEUTRAL, and Net Payout Yield: NEUTRAL. The Final Rank: FAILED suggests the stock currently lacks a robust alignment with this conservative-efficiency approach, even as some fundamental factors remain supportive. Investors should view this as a cautious signal from this specific strategy and weigh it alongside broader market context.

CRWD: Validea Quantitative Momentum Rating at 100%

October 21, 2025, 10:00 AM EDT. CRWD (CROWDSTRIKE HOLDINGS INC) scores highly on Validea's Quantitative Momentum strategy developed from Wesley Gray's approach. The model seeks stocks with strong intermediate-term relative performance, and CRWD earns a 100% rating based on the firm's fundamentals and valuation. In this table-driven review, the stock shows Momentum: PASS, Return Consistency: PASS, and Seasonality: Neutral. As a large-cap growth name in the Software & Programming industry, the rating implies notable investor interest; Validea notes that scores of 80%+ signal interest and 90%+ indicate strong interest. The analysis highlights CRWD's strong points under this strategy while acknowledging cross-test weighting and non-independence of criteria.

RKLB Quantitative Stock Analysis: Motley Fool Small-Cap Growth Model Rates RKLB at 48%

October 21, 2025, 9:58 AM EDT. Validea's Motley Fool Small-Cap Growth Investor model rates ROCKET LAB CORP (RKLB) at 48%, suggesting some interest but not a strong buy. The Fool strategy targets solid fundamentals and positive price performance in small-cap growth stocks, but RKLB is described as a large-cap growth stock in Aerospace & Defense, which may color the score. The detailed table shows mixed results: PASSED for RELATIVE STRENGTH, SALES & EPS GROWTH, and PRICE; FAILED for PROFIT MARGIN, CASH FLOW FROM OPERATIONS, LONG-TERM DEBT/EQUITY, INSIDER HOLDINGS, PROFIT MARGIN CONSISTENCY, R&D AS A PERCENTAGE OF SALES, CASH AND CASH EQUIVALENTS, INVENTORY TO SALES, ACCOUNTS RECEIVABLE TO SALES, AVERAGE SHARES OUTSTANDING, SALES, INCOME TAX PERCENTAGE, DAILY DOLLAR VOLUME, and THE FOOL RATIO (P/E TO GROWTH). Overall, RKLB shows some positives but several fundamental and valuation concerns temper enthusiasm.

IONQ Quantitative Momentum Analysis: Validea's Wesley Gray Model Sees 77% Score

October 21, 2025, 9:56 AM EDT. Validea's Quantitative Momentum framework, based on Wesley Gray's strategy, ranks IONQ with a 77% score, signaling interest but not strong conviction. The model targets stocks with solid intermediate-term relative performance, and IONQ is treated as a large-cap growth name in Computer Services. While a score above 80% often signals potential, the 77% rating suggests the stock merits consideration but isn't a slam dunk. The snapshot notes momentum and relative performance as the primary positives, with other criteria shown as neutral on seasonality and related tests. In short, IONQ demonstrates meaningful momentum exposure under this methodology, but investors should also review valuation and the remaining tests before exposure to the name.

XOM Rated High by Peter Lynch P/E/Growth Model – Validea Scores Exxon at 93%

October 21, 2025, 9:54 AM EDT. Validea's guru analysis on EXXON MOBIL CORP (XOM) shows it ranks highest among 22 strategies under the Peter Lynch P/E/Growth model. The stock is a large-cap value in the Oil & Gas Operations industry, with a 93% rating, signaling strong interest from this approach. The model tests multiple criteria-P/E/Growth ratio, Sales and P/E, Inventory to Sales, EPS Growth Rate, Total Debt/Eq, Free Cash Flow, and Net Cash Position-with many criteria passing or neutral. In short, XOM's fundamentals and valuation align with a Lynch-style thesis: a stock trading at a reasonable price relative to growth, backed by a solid balance sheet.

GE Vernova Inc (GEV) Validea Guru Analysis: 48% Rating on Kenneth Fisher Price/Sales Model

October 21, 2025, 9:52 AM EDT. Validea's guru fundamental report for GE VERNOVA INC (GEV) ranks the stock highest among 22 guru strategies using the Price/Sales investor model based on Kenneth Fisher. The value strategy favors a low P/S ratio, long-term profit growth, strong free cash flow, and consistent margins. GEV holds a 48% rating from this approach, well below the 80% threshold that signals interest and far from the 90% level that signals strong interest. The summary table shows mixed results: the stock fails the Price/Sales Ratio test, while it passes on Total Debt/EQUITY Ratio and Price/Research Ratio. Other weak points include Long-Term EPS Growth Rate, Free Cash per Share, and the Three-Year Average Net Profit Margin. Overall, the signal is cautious, with several fundamental hurdles to overcome before this strategy flags GEV as a top pick.

Uber Technologies Inc. shines in Validea's Quantitative Momentum screening

October 21, 2025, 9:50 AM EDT. Validea's guru report places UBER TECHNOLOGIES INC (UBER) at the top among 22 strategies under the Quantitative Momentum framework from Wesley Gray. The model favors stocks with strong, intermediate-term relative performance. Uber is categorized as a large-cap growth stock in the Business Services sector, with a strategy rating of 77% – driven by the firm's fundamentals and valuation. In Validea's scoring, a score of 80%+ signals some interest, while 90%+ signals strong interest; Uber currently sits below that higher tier. The accompanying table outlines strengths and weaknesses across criteria like momentum, return consistency, and seasonality. Overall, the analysis emphasizes momentum-driven insights rather than pure value metrics, reflecting Uber's position within this quantitative momentum approach.

HIMS & HERS HEALTH INC (HIMS) – Motley Fool Small-Cap Growth Guru Score 81%

October 21, 2025, 9:48 AM EDT. Validea's Motley Fool Small-Cap Growth Investor model rates HIMS & HERS HEALTH INC (HIMS) at 81%, suggesting modest interest from this guru strategy. The stock is categorized as a mid-cap growth name in Biotechnology & Drugs. Key strengths include Profit Margin, Relative Strength, Cash Flow from Operations, Profit Margin Consistency, R&D as a percentage of sales, Cash and Cash Equivalents, Inventory to Sales, and Accounts Receivable to Sales. Weak spots include The Fool Ratio (P/E to Growth), Average Shares Outstanding, Sales, Daily Dollar Volume, and Income Tax Percentage. The table notes several passes and fails, with a rating above 80% typically signaling interest, but below 90% not indicating strong conviction. Investors should weigh liquidity and growth parameters alongside fundamentals before trading.

JNJ Tops Validea Mohanram Growth Model with 88% Rating

October 21, 2025, 9:46 AM EDT. Validea's Partha Mohanram Growth Investor model ranks JOHNSON & JOHNSON (JNJ) highly, scoring 88% on the published strategy. The growth model seeks low book-to-market stocks with signs of sustained expansion and marks JNJ as a large-cap biotech & drugs stock with solid fundamentals. The table shows key tests: Book/Market Ratio: Pass, Return on Assets: Pass, Cash Flow from Operations to Assets: Pass, Cash Flow from Operations to Assets vs. Return on Assets: Pass, ROA Variance: Pass, Sales Variance: Pass, Advertising to Assets: Pass, Capital Expenditures to Assets: Pass, but R&D to Assets: Fail. Overall, the strategy indicates some interest (80%+) with elevated interest above 90% signaling strong interest. Investors should weigh the robust cash flow and efficiency against the weaker R&D allocation when evaluating JNJ within this framework.

PANW: Partha Mohanram Growth Model Grants 88% Rating

October 21, 2025, 9:44 AM EDT. PANW (Palo Alto Networks) earns top marks under Validea's Partha Mohanram P/B Growth Investor model, rating 88% and signaling strong interesse (80%+ is notable; >90% would imply stronger conviction). The model targets low book-to-market stocks with growth traits and ranks PANW as a leading large-cap growth stock in Software & Programming. Key inputs show multiple tests as PASS (Book/Market, ROA, CFO to assets, CFO vs ROA, Sales variance, Advertising to assets, R&D to assets) but a FAIL on Capital Expenditures to assets. The rating reflects solid fundamentals and valuation, with stronger conviction typically at or above 90%. This snapshot highlights growth persistence signals alongside some capital allocation caveats.

QBTS Quantitative Momentum Analysis: Validea's D-WAVE Quantum Guru Review

October 21, 2025, 9:42 AM EDT. QBTS (D-WAVE QUANTUM INC) is a mid-cap growth stock in the Software & Programming space. Validea's guru framework places it high on the Quantitative Momentum model, based on the published approach of Wesley Gray. The momentum strategy looks for stocks with strong, intermediate-term relative performance. On this measure, QBTS scores 44%, meaning the strategy currently shows some interest but not a top pick; by Validea's standards, a score of 80%+ signals interest and 90%+ signals strong interest. The detailed table flags where the stock meets or misses the strategy's tests, summarizing both the strengths and weaknesses of the fundamentals and valuation within this framework.

LRCX Buffett-Style Validea Stock Analysis: Lam Research (LRCX) 100% Patient Investor Score

October 21, 2025, 9:40 AM EDT. Lam Research Corp (LRCX) earns a Buffett-style, 100% score on Validea's Patient Investor model, which seeks long-term profitability with low debt at reasonable valuations. LRCX is a large-cap growth stock in the semiconductors sector, and the analysis notes favorable metrics across earnings predictability, debt service, ROE, ROIC, and free cash flow, plus the use of retained earnings and share repurchases. While weights vary, the overall read points to solid fundamentals and a reasonable valuation. For investors, LRCX represents a high-quality, cash-generative name with a strong capital discipline record-appealing to those seeking a Buffett-inspired blend of value and growth in semiconductors.

Albertsons Plans $1.25B Senior Notes Offering Due 2031 & 2034 to Redeem 2026 Bonds

October 21, 2025, 9:38 AM EDT. Albertsons Companies (ACI) unveiled plans to issue $1.25 billion of senior notes due 2031 and 2034, to be co-issued by Safeway Inc., New Albertsons L.P., Albertsons LLC and Albertsons Safeway LLC. Proceeds are to redeem $750 million of its 3.250% senior notes due 2026 and to repay a portion of borrowings under its asset-based revolving credit facility. The move aims to optimize debt maturity and liquidity. In pre-market trading, ACI traded near $19.78, up about 0.62% on the NYSE. The views expressed are those of the author and not Nasdaq, Inc.

Why Investors Shouldn't Be Surprised By MV Oil Trust's (NYSE:MVO) Low P/E

October 21, 2025, 9:36 AM EDT. MV Oil Trust is trading at a low P/E of 4.2x, a stark contrast with a market where many firms exceed 19x. The article argues the bargain may reflect receding earnings rather than obvious value, noting a last-year EPS drop of 16% and a 3-year aggregate decline of 16%. With analysts offering no estimates for MV Oil Trust, visible earnings momentum remains weak, contributing to sentiment that the P/E could fall further if profitability does not improve. By comparison, the broader market is expected to grow about 15% over the next year, highlighting a growth gap for MV Oil Trust. The piece cautions investors that the P/E likely stays depressed unless a profitability turnaround materializes, and it hints at two warning signs to watch for.

NBIS Quantitative Stock Analysis: Validea's Shareholder Yield Rating Highlights Mixed Signals

October 21, 2025, 9:34 AM EDT. Validea's guru fundamental report for NEBIUS GROUP NV (NBIS) shows NBIS ranks highest among 22 guru strategies under the Shareholder Yield framework, inspired by Meb Faber. The strategy targets cash returned to shareholders via dividends, buybacks, and debt paydown. NBIS is a large-cap value stock in the Computer Services industry, with an overall rating of 55%, suggesting modest interest. A score at or above 80% typically signals interest; above 90% signals strong interest. The accompanying table indicates mixed results: the stock passes in valuation and relative strength tests but fails in universe, payout yield, and quality and debt and shareholder yield. The analysis and methodology are those used by Validea, referencing Meb Faber's shareholder yield approach.

COSTCO Wholesale (COST) earns Buffett-style Patient Investor rating at 79%

October 21, 2025, 9:32 AM EDT. Validea's Warren Buffett Patient Investor model rates COSTCO Wholesale Corp (COST) at 79%, signaling some interest since the 80% threshold marks a stronger stance. COST is a large-cap growth stock in the Retail (Specialty) sector, valued reasonably by this approach. The analysis flags standout pillars: earnings predictability, debt service, ROE, return on total capital, free cash flow, and use of retained earnings as PASS; however, initial rate of return is a FAIL. Overall, the stock reflects Buffett-style qualities: long-term profitability and prudent leverage, with decent appeal but not a top-tier conviction yet.

AMAT: Validea's Warren Buffett-Based Patient Investor Rating at 100% for Applied Materials

October 21, 2025, 9:30 AM EDT. Applied Materials, Inc. (AMAT) garners Validea's guru analysis under the Warren Buffett-style Patient Investor model, scoring 100% based on fundamentals and valuation. In Semiconductors, AMAT is a large-cap growth stock with a profile of long-term profitability and manageable debt, aligning with Buffett's emphasis on durable earnings and reasonable valuations. The summary table shows AMAT passes key tests – earnings predictability, debt service, return on equity, return on total capital, free cash flow, use of retained earnings, share repurchase, and initial rate of return – with expected/strong results. A score above 90% signals strong interest. While not all criteria are equal-weighted, the composite view indicates AMAT's fundamentals and pricing justify continued attention for patient investors seeking steady growth with downside resilience in semiconductors.

Validea Buffett-Based Rating: VISA Inc (V) Scores 100% Under Patient Investor Model

October 21, 2025, 9:28 AM EDT. Validea's guru fundamental report on VISA INC (V) uses the published Warren Buffett-inspired Patient Investor model. The strategy seeks firms with long-term, predictable profitability, modest debt, and sensible valuations. VISA, a large-cap growth stock in Consumer Financial Services, earns a perfect score based on fundamentals and valuation. The overview notes a rating of 100% with a threshold where scores above 90% signal strong interest. In the underlying table, key tests show Earnings Predictability: PASS; Return on Equity: PASS; Return on Assets: PASS; Free Cash Flow: PASS; Use of Retained Earnings: PASS; Share Repurchase: PASS; Initial Rate of Return: PASS; Expected Return: PASS. The takeaway: the Buffett framework highlights VISA's strengths, but investors should consider broader factors and risk tolerance.

IREN Ltd (IREN) Validea Quantitative Momentum Score: 88% Under Wesley Gray's Strategy

October 21, 2025, 9:26 AM EDT. Validea's Quantitative Momentum model, built on Wesley Gray's strategy, rates IREN LTD (IREN) at 88%, reflecting strong fundamentals and favorable valuation. As a large-cap growth stock in the Computer Services sector, IREN displays solid intermediate-term relative performance and a clear momentum orientation. The scoring guides show the stock PASS on momentum and related tests, with seasonality-neutral signals noted in the table. A sub-90% score often signals some interest rather than strong consensus; at 88%, IREN attracts notable attention from this model. Investors may view it as a growth-oriented momentum candidate, while monitoring fundamental shifts that could impact its valuation or risk/return profile within a diversified portfolio.

SOFI Technologies Guru Analysis: Motley Fool Small-Cap Growth Model Yields Mixed Signals

October 21, 2025, 9:24 AM EDT. SOFI TECHNOLOGIES INC (SOFI) is a mid-cap growth name in the Consumer Financial Services space. Validea flags it under the Motley Fool's Small-Cap Growth Investor model with a 55% rating, below the typical 80% threshold for interest and far from a 90% strong signal. Overall, the snapshot shows a mix: PROFIT MARGIN: FAIL; RELATIVE STRENGTH: PASS; SALES & EPS GROWTH Y/Y: PASS; INSIDER HOLDINGS: FAIL; CASH FLOW FROM OPERATIONS: FAIL; PROFIT MARGIN CONSISTENCY: FAIL; R&D as % of SALES: NEUTRAL; CASH & CASH EQUIVALENTS: PASS; FOOL RATIO (P/E TO GROWTH): FAIL; AVERAGE SHARES OUTSTANDING: PASS; SALES: FAIL; DAILY DOLLAR VOLUME: FAIL; PRICE: PASS; INCOME TAX PERCENTAGE: FAIL. The analysis highlights some weak points and some positive screens, leaving SOFI in the mixed territory for this model.

OPEN (OPENDOOR TECHNOLOGIES): Graham-based Value Score Highlights from Validea

October 21, 2025, 9:22 AM EDT. Validea's guru-based take on OPEN (OPENDOOR TECHNOLOGIES) shows a 57% rating under the Benjamin Graham / value investing framework. The stock is a mid-cap growth issue in Real Estate Operations. Positives from the Graham screen include PASS for SECTOR, CURRENT RATIO, and LONG-TERM DEBT IN RELATION TO NET CURRENT ASSETS. Core weaknesses are LONG-TERM EPS GROWTH, P/E RATIO, and PRICE/BOOK RATIO (all FAIL). As a rule, a score of 80%+ signals interest; 90%+ signals strong interest. With OPEN at 57%, the strategy indicates only modest interest, suggesting the stock may not meet traditional value-barriers despite some favorable balance-sheet metrics. Investors should weigh growth prospects against the valuation and consider complementary strategies.

CRM Quantitative Stock Analysis: Partha Mohanram Growth Model Insight for Salesforce (CRM)

October 21, 2025, 9:20 AM EDT. Validea's guru-based analysis ranks Salesforce (CRM) highly on Partha Mohanram's P/B Growth Investor model, a rule that favors lower book-to-market stocks with growth signals. The CRM rating is 66%, indicating some interest, with scores above 80%/90% signaling stronger conviction. The detailed review shows strengths in BOOK/MARKET RATIO, RETURN ON ASSETS, and CASH FLOW FROM OPERATIONS TO ASSETS, while ADVERTISING TO ASSETS, CAPITAL EXPENDITURES TO ASSETS, and RESEARCH AND DEVELOPMENT TO ASSETS fail. CRM is characterized as a large-cap growth stock in Software & Programming, with caveats on asset-related spending and profitability drivers. Investors should weigh the model's growth orientation, fundamental signals, and the mixed asset-to-operations dynamics when considering CRM, per Partha Mohanram guidance.

JPMorgan Chase (JPM) – Strong Pim van Vliet Multi-Factor Rating (93%)

October 21, 2025, 9:18 AM EDT. Validea's guru report flags JPMorgan Chase & Co. (JPM) as the top pick among 22 guru strategies under the Pim van Vliet low-volatility, multi-factor model. The approach seeks stocks with low volatility, strong momentum, and a favorable net payout yield. JPM is a large-cap value name in the Investment Services sector, carrying a 93% rating and a final rank: Pass. Note that not all tests carry equal weight, but the aggregate result shows strong interest. Key takeaways: Market Cap: Pass, Standard Deviation: Pass, 12-Month Momentum: Neutral, Net Payout Yield: Neutral. The result reflects a conservative, quality-oriented view on JPM.

BMNR: Validea Motley Fool Small-Cap Growth Rating at 52% (Mixed Signals)

October 21, 2025, 9:16 AM EDT. BMNR (BITMINE IMMERSION TECHNOLOGIES INC) earns a 52% rating from Validea's Motley Fool-inspired Small-Cap Growth Investor model, signaling only modest interest. The detailed checks show mixed results: multiple FAIL signals in Profit Margin, Relative Strength, Sales and EPS Growth Year over Year, and The Fool Ratio (P/E to Growth), with Insider Holdings weak. Positive notes include Profit Margin Consistency, R&D as a % of Sales, Cash and Cash Equivalents, Accounts Receivable to Sales, Cash Flow from Operations, and Long-Term Debt/Equity ratios. The report also identifies BMNR as a large-cap growth stock in the Computer Services sector, with mixed Price action and Daily Dollar Volume. Overall, fundamentals and valuation suggest only modest interest, placing BMNR on a watchlist rather than a clear buy signal.

RGTI: Partha Mohanram P/B Growth Signals Modest Interest

October 21, 2025, 9:14 AM EDT. Validea's guru analysis places RIGETTI COMPUTING INC (RGTI) among the 22 strategies it tracks, with the P/B Growth model from Partha Mohanram highlighting a tilt toward growth in a low book-to-market stock. The stock earns a 55% score, implying modest interest rather than a standout buy, since typical thresholds are 80% for some interest and 90% for strong conviction. The detailed table shows BOOK/MARKET RATIO PASS and several asset-appropriate measures as positives, including CASH FLOW FROM OPERATIONS TO ASSETS PASS and R&D TO ASSETS PASS. However, weaknesses show up in RETURN ON ASSETS and its variance, plus SALES VARIANCE and ADVERTISING TO ASSETS. As a mid-cap in the Semiconductors space, the model yields mixed signals, suggesting further due diligence and cross-model comparison before trading decisions.

OKLO Inc Finds Momentum Interest in Validea's Quantitative Momentum Strategy

October 21, 2025, 9:12 AM EDT. Validea's guru report puts OKLO at the top of its Quantitative Momentum screen, based on Wesley Gray's published approach. The stock, a mid-cap growth name in Electric Utilities, earns a 55% score from the model-below the 80% threshold that signals strong interest but above 50% that suggests some follow-through. The model searches for robust and consistent near-term relative performance, emphasizing momentum over fundamentals alone. OKLO's test table shows mixed results across criteria, with momentum and related signals steering the rating more than traditional valuation. For investors tracking quantitative momentum, OKLO represents a cautious "watch" with potential if intermediate-term trends strengthen.

BABA Quantitative Stock Analysis: Validea Growth Investor (Martin Zweig)

October 21, 2025, 9:10 AM EDT. Validea's guru fundamental report rates ALIBABA GROUP HOLDING LTD – ADR (BABA) highest among 22 guru strategies under the Growth Investor model based on Martin Zweig. The stock is a large-cap growth name in Retail (Specialty). The Zweig-based rating is 69%, with >80% signaling interest and >90% signaling strong interest. Key test results: P/E ratio PASS; Revenue growth in relation to EPS growth PASS; Sales growth rate PASS; Current quarter earnings PASS; Quarterly earnings one year ago PASS; Positive earnings growth rate for current quarter PASS. Notable weaknesses: earnings growth for the current quarter must be greater than the prior 3 quarters (FAIL); EPS growth for the current quarter must exceed the historical growth rate (FAIL); Earnings persistence (FAIL); Long-term EPS growth (FAIL). Total debt/equity ratio PASS; Insider transactions PASS.

MSTR Quantitative Momentum Analysis: Validea's 77% Score

October 21, 2025, 9:08 AM EDT. Validea's Quantitative Momentum Investor model, based on Wesley Gray's approach, rates MICROSTRATEGY INC (MSTR) at 77% for fundamentals and valuation. The strategy screens for stocks with strong intermediate-term relative performance; in MSTR, momentum criteria pass while other tests are neutral. A score below 80% suggests only moderate interest from the model, whereas scores above 90% signal strong interest. MSTR is a large-cap growth stock in the Software & Programming sector. The analysis highlights the role of momentum within Gray's framework and notes that model weighting and market context can influence interpretation.

Mister Car Wash Acquires Five Take 5 Car Wash Locations in Lubbock, TX From Whistle Express

October 21, 2025, 9:06 AM EDT. MCW announced it acquired five Whistle Express stores in Lubbock, Texas operating under the Take 5 Car Wash brand, expanding its footprint in the city. Financial terms were undisclosed. The deal will provide clean, convenient car-wash experiences across the five locations. Ryan Darby, Senior Vice President, said the move underscores a commitment to making car care more accessible while delivering high-quality service. In premarket trading, MCW was around $5.04 per share, down 1.37% from the prior close of $5.11.

VSee Health signs multiyear teleradiology contract; ~$10M revenue over 2 years and ARR doubling

October 21, 2025, 8:54 AM EDT. VSee Health (Nasdaq: VSEE) announced a multiyear teleradiology contract with a premier Level 1 hospital system, effective May 7, 2025, with service delivery starting June 15, 2025. The deal is projected to generate approximately $10 million in gross revenue over the next two years, with provisions for an additional $5M+ in potential revenue and is described as set to double annual recurring revenue (ARR). Revenue recognition has begun and will appear in the upcoming Q3 10-Q. The release notes a share price of $0.479 and a market cap of about $8.12 million as of Oct 20, 2025.

Market Movers: GM Leads Premarket Rally as Outlook Rises; Coca-Cola, GE Aerospace and Philip Morris Follow

October 21, 2025, 8:52 AM EDT. In premarket trading, GM shares jump nearly 8% after a strong Q3 and a raised full-year outlook for 2025, powered by high-margin SUVs and trucks and relief from auto-part tariffs. GM now targets adjusted EBIT of $12-$13 billion in 2025, up from $10-$12.5B. Coca-Cola also beat on revenue and EPS, with revenue of $12.5B and EPS of $0.82 (vs. $0.78 est.), lifting shares more than 2%. GE Aerospace lifted its full-year outlook for a second straight quarter, guiding revenue growth in the high teens and higher operating profit and free cash flow; its shares are higher in premarket trade. Philip Morris beat expectations with stronger heated tobacco shipments, sending shares up about 5% in premarket trading.

Apple iPhone Enthusiasm Lifts US Markets as Counterpoint Reports Strong iPhone 17 Demand

October 21, 2025, 8:50 AM EDT. U.S. stocks advanced as Apple (AAPL) led gains after Counterpoint Research said iPhone 17 demand outpaced the launch of iPhone 16 in its first 10 days, with 14% higher sales in China and the U.S. The base model sold well in China, while U.S. buyers tapped carrier subsidies on the iPhone 17 Pro Max. The S&P 500 rose about 1.1%, the Nasdaq climbed 1.4%, and the Dow gained 1.1% as investors awaited Apple's earnings on Oct. 30, 2025. Stock futures were flat ahead of Tuesday's session. The included trading lesson covers the credit crisis-the 2008 collapse from subprime lending, mortgage-backed securities, and the fall of Lehman Brothers-and notes recent scares and risks in the sector.

Danaher Q3 Earnings Beat, Confirms FY25 Outlook

October 21, 2025, 8:36 AM EDT. Danaher Corp. (DHR) beat expectations in Q3, delivering solid earnings growth and reaffirming its FY25 outlook. In the quarter, adjusted earnings per share rose to $1.89 from $1.71 a year ago, while GAAP EPS was $1.27 and revenue climbed to $6.053 billion (+4.4%). The company maintained its full-year 2025 guidance of $7.70-$7.80 in adjusted EPS and low-single-digit growth for non-GAAP core revenue. Analysts had expected around $1.72 per share for the quarter and $7.78 for the year. Shares were up about 2.3% in pre-market trade around $213.01 as investors digested the results.

AWS recovers; Apple rallies to records; GM beats; rare earth pact in Morning Squawk

October 21, 2025, 8:28 AM EDT. Morning Squawk highlights a daylong AWS outage that disrupted popular sites before services returned to normal and a post-event summary is promised. AWS remains a top cloud provider, and the incident underscored the sector's importance. Meanwhile, Apple shares rallied to all-time highs after Counterpoint data pointed to strong iPhone 17 demand in the U.S. and China, helping lift the major indices by about 1%. On the earnings front, General Motors beat consensus on EPS and revenue in Q3 and raised its full-year guidance, boosting sentiment for the autos complex. Separately, the U.S. and Australia signed a rare earth agreement, a development markets will monitor for supply-chain implications. Morning Squawk provides these updates as traders head into the session.

Valmont (VMI) Q3 2025 Revenue Beats Estimates; Raises Full-Year Guidance

October 21, 2025, 8:26 AM EDT. Valmont Industries (VMI) topped Q3 CY2025 estimates with revenue of $1.05 billion, up 2.5% YoY and above consensus ($1.03B). Adjusted EPS of $4.98 beat by $0.36. Adjusted EBITDA was $163.1 million with a 15.6% margin. The company reaffirmed full-year revenue guidance of about $4.1 billion and raised full-year Adjusted EPS guidance to $19.10 (midpoint), a 6.1% increase. Operating margin improved to 13.5% from 12.3%. Free cash flow margin declined to 6.7% from 20.1% year-ago. Backlog stands at $1.73B. The Infrastructure segment posted solid growth, while Agriculture remains challenged; management cites capacity expansions and efficiency gains as growth drivers.

Teekay Tankers Valuation Under Review After Carbon Tax Delay Spurs TNK Rally

October 21, 2025, 8:24 AM EDT. Teekay Tankers (NYSE: TNK) shares surged after the IMO delayed its decision on a global carbon tax, easing near-term regulatory concerns. The stock jumped about 13% last week and touched a 52-week high, even as a long-run performance backdrop remains robust: roughly 9% one-year TSR and over 500% five-year TSR. The market appears to be pricing a valuation gap: the most widely cited fair value is around $77, well above the recent close of approximately $55. Catalysts include fleet modernization and disciplined capital spending that could lift margins as environmental rules tighten. Risks to watch include slowing global oil demand and possible delays in renewals. Overall, investors must decide whether the valuation still underestimates long-term cash flow, given the regulatory backdrop and operational efficiency gains.

3 Red-Hot Growth Stocks to Buy in 2025 – Opendoor, Broadcom, and Intuitive Surgical

October 21, 2025, 8:16 AM EDT. Spotlighting three growth-focused names for 2025: Opendoor Technologies (OPEN), a fast-growing online real estate marketplace with roughly a 43% CAGR over three years and a 293% surge last year; a low price-to-sales ratio (~1) and potential upside if lower interest rates boost housing activity, though it faces execution risks like layoffs. Broadcom (AVGO) blends semiconductors and software, riding AI tailwinds with AI accelerators for data centers; it pays a dividend (yield ~0.7%) with strong 5-year growth (~13% annually) but trades at a rich forward P/E (~38). Finally, Intuitive Surgical (ISRG) remains a leader in robotic surgery equipment, offering upside from ongoing adoption of robotic procedures. Investors may buy dips or add to watches as growth catalysts unfold in 2025.

Ethereum to $25,000 by 2028, Geoff Kendrick's Bull Case Centered on DeFi and Regulation

October 21, 2025, 8:14 AM EDT. Standard Chartered analyst Geoff Kendrick argues that Ethereum (ETH) could surge to $25,000 by 2028, a rise of over 540%. His bull case rests on Ethereum becoming the default settlement layer for stablecoins, expanding global adoption among banks and merchants. A more favorable regulatory landscape-with spot BTC ETFs and potential Ethereum ETFs-could unlock new institutional capital. Ethereum's shift to proof-of-stake lowers energy use and enables staking rewards, supporting a greener, income-driven thesis. As the backbone of DeFi, NFTs, and on-chain assets, Ethereum's network effects and ongoing scalability improvements position it to benefit from the broader crypto and web3 growth.

Should You Buy Bitcoin Around $100K? Tariffs, ETFs, and the Road Ahead

October 21, 2025, 8:12 AM EDT. Bitcoin has jumped about 24% in a month, rebounding above $100,000. The rally follows tariff news and hopes for trade deals, which have helped risk assets including crypto. While Bitcoin isn't directly tied to tariffs, investors trade it on macro headlines and sentiment. Positive drivers include institutional adoption, the launch of Bitcoin ETFs, and a relatively softer regulatory stance. Yet volatility remains possible as tariff negotiations with China and others continue and a deal is not guaranteed. In short: the backdrop is supportive but the path forward is uncertain, and a cautious approach may be prudent until the dust settles.

EPAM Board Approves Up to $1 Billion Stock Buyback Over 24 Months

October 21, 2025, 8:10 AM EDT. EPAM Systems said its Board authorized a new stock repurchase program of up to $1 billion of outstanding common stock, with a term of 24 months. CFO Jason Peterson cited three quarters of improving year-over-year organic constant currency revenue growth and noted that EPAM's strong balance sheet and free cash flow enable the company to return cash to shareholders while continuing investments in the business and its AI Agenda. The program underscores management's confidence in EPAM's operating strength despite market volatility. This reflects a broader strategic emphasis on capital return alongside ongoing investments.

GE Aerospace Q3 earnings jump to $2.17B; revenue up 23.8%, EPS guidance $6.00-$6.20

October 21, 2025, 8:08 AM EDT. GE Aerospace reported strong Q3 results, with GAAP earnings of $2.170 billion or $2.04 per share, up from $1.705 billion and $1.56 a year earlier. On an adjusted basis, earnings were $1.764 billion or $1.66 per share. Revenue climbed 23.8% to $12.181 billion from $9.842 billion. The company reiterated its growth in demand across its aerospace segments and provided full-year EPS guidance of $6.00-$6.20. The topline strength comes as GE Aerospace maintains pricing discipline and service-led revenue streams. Investors may weigh the magnitude of the Q3 beat against the ongoing macro pressure in defense and civil aviation cycles, watching for any update to the full-year outlook.

PulteGroup Q3 Income Decline: EPS Falls to $2.96, Revenue Plunges to $4.404B (PHM)

October 21, 2025, 8:06 AM EDT. PulteGroup, Inc. (PHM) posted a disappointing Q3 with GAAP earnings of $585.834 million, or $2.96 per share, down from $697.914 million and $3.35 last year. Revenue slid 99.9% to $4.404 billion from $4476 billion a year ago. The quarterly snapshot highlights a softer Earnings base, EPS of $2.96 vs. $3.35, and Revenue of $4.404 billion vs. $4476 billion. The article notes the standard disclaimer that the views expressed are those of the author and may not reflect Nasdaq, Inc.

PulteGroup Q3 Profit Decline; Revenue Dip Signals Slower Homebuilding Demand

October 21, 2025, 8:04 AM EDT. PulteGroup reported a Q3 profit decline with GAAP earnings of $585.83 million and EPS of $2.96, down from $697.91 million and $3.35 in the prior year. Revenue fell 1.6% to $4.404 billion versus $4.476 billion a year ago. The results highlight softer demand in the homebuilding market, with profits and margins under pressure even as the company maintains scale. The year-over-year drop in earnings and per-share value underscores the challenging environment for housing peers. Investors will watch for forward guidance and how the company navigates cost pressures in the remainder of the year.

Manitou Investment Management Trims $11.8M The Home Depot Stake: Implications for HD Investors

October 21, 2025, 8:02 AM EDT. Manitou Investment Management disclosed in an Oct. 17, 2025 13F filing that it sold 30,004 shares of The Home Depot (HD), an estimated $11.80 million trade based on the quarter's average price. The sale reduced Manitou's HD stake to 2.68% of its AUM and left the fund with 37,869 shares. HD last traded around $387.39 on Oct. 16, down about 7.5% over the past year and lagging the S&P 500 by roughly 19 percentage points. The move appears to be a trimming of gains rather than a liquidation, part of a broader portfolio posture that still lists HD among Manitou's larger holdings. The Foolish take notes that, while HD trades at rich valuations (roughly 29x earnings), it remains a top-tier compounder for long-term holders.

Stock Market Outlook: S&P 500 Rebounds as Tariff Fears Fade

October 21, 2025, 8:00 AM EDT. Stocks have bounced back near record highs as tariff fears fade and traders focus on a cheery outlook. The S&P 500 is within half a percent of its all time close after weathering a tariff driven sell-off. Key drivers include improving US-China relations, stronger than expected corporate earnings, and the realization that short term noise is unlikely to derail the structural bull market. Veteran strategist Ed Yardeni notes that corrections often occur without a recession, and the economy has shown resilience despite volatility. Tailwinds cited by analysts include an ongoing AI boom, a decline in recession odds, expected Fed rate cuts, and upgraded growth forecasts. UBS remains bullish, urging investors to maintain equity exposure as these fundamentals stay intact.

Intel Stock Seen Moving Sharply After Q3 Earnings Amid Govt Stake

October 21, 2025, 7:56 AM EDT. Traders expect an above-average move in Intel stock after its Q3 earnings report on Thursday, the first since the federal government took a ~10% stake. The move could be roughly ±10% in either direction, per options pricing, sending shares toward about $42 if up or around $32 if down. Historically, Intel has averaged a 6.5% post-earnings swing; this year's run-up has been fueled by the government stake and new injections from Nvidia and SoftBank, plus a planned custom hardware partnership. Analysts remain mixed: most rating Hold with a handful of Sell ratings; average target near $30.60 implying about 20% downside from recent levels. Investors will listen for updates on the foundry business and how these investments affect the outlook.

How Do Stocks Make Money? A Quick Guide to Dividends, Capital Gains, and Prices

October 21, 2025, 7:54 AM EDT. Stocks generate returns mainly through two routes: dividends and capital gains. Dividends are cash payments a company distributes to shareholders, typically from profits, providing a steady income stream. Capital gains come from selling a stock for more than you paid, driven by a company's earnings, growth prospects, and overall market mood. Stock prices move with supply and demand in the market, influenced by economic data, interest rates, and investor sentiment; indices like the Nasdaq or S&P 500 measure overall market direction. Owning stock also exposes you to risk: a price can fall if a company misses earnings targets or faces challenges. Long-term investors chase compounding growth, choosing diversified holdings and rebalancing as needed.

Australian Rare Earth Stocks Rally on $8.5B U.S.-Australia Critical Minerals Deal

October 21, 2025, 7:50 AM EDT. The $8.5 billion U.S.-Australia critical minerals framework aims to strengthen supply chains for rare earths and strategic metals, with an equity component backing projects like Alcoa's Western Australia gallium recovery initiative. Australian miners rallied on the news, though gains faded: Lynas rose briefly before closing down about 7.6%, Iluka slipped ~0.1%, and Pilbara Minerals gained ~2.6%. Among smaller names, VHM surged ~20%, Northern Minerals up ~1.9%, and Latrobe Magnesium climbed over 15%. Alcoa finished higher around 7.5% after the investment announcement. The White House and Australian government framed the package as a multi-billion-dollar framework, with ongoing talks on pricing for rare earths and broader diversification of global supply chains.

Brazil's corporate bond market rocked by credit concerns: spreads widen, yields rise

October 21, 2025, 7:48 AM EDT. Brazil's corporate bond market is under pressure as investors digest rising credit concerns among borrowers. After months of relative calm, spreads on investment-grade and high-yield issuers have widened, nudging yields higher and tightening liquidity in the primary and secondary markets. Analysts point to a mix of domestic macro headwinds, higher interest rates, and weaker earnings visibility as catalysts. Companies with softer balance sheets face greater refinancing risk, while the debt market could slow issuance in the near term. For investors, the shift underscores a demand for greater risk management, more selective credit analysis, and closer monitoring of ratings revisions and default probabilities.

China's CXMT Targets $42B Shanghai IPO to Challenge Global Memory Giants

October 21, 2025, 7:38 AM EDT. China's ChangXin Memory Technologies (CXMT) is targeting a Shanghai IPO that could value the company at up to $42 billion and raise between $20 billion and $40 billion, according to Reuters. The listing could occur as soon as Q1 next year, with China International Capital Corporation and CSC Financial advising. Founded in 2016 with government backing, CXMT aims to bolster China's self-reliance in semiconductors and close the gap with global memory leaders. CXMT plans to start producing high-bandwidth memory (HBM) by 2026, entering a market dominated by Samsung, SK Hynix, and Micron. While CXMT lags in tech nodes, strong AI hardware demand could lift margins and volumes, potentially making CXMT a fourth major supplier for domestic cloud and server firms.

Intuitive Surgical to Host Q3 2025 Earnings Conference Call at 4:30 PM ET

October 21, 2025, 7:36 AM EDT. Intuitive Surgical Inc. (ISRG) will host a conference call at 4:30 PM ET on October 21, 2025 to discuss Q3 2025 earnings results. The company's live webcast is available at https://isrg.intuitive.com/events-and-presentations. Note: the views expressed are those of the author and may not reflect Nasdaq, Inc.

3M to Host Q3 2025 Earnings Conference Call at 9:00 AM ET

October 21, 2025, 7:34 AM EDT. 3M Co. (MMM) will host a Q3 2025 earnings conference call at 9:00 AM ET on October 21, 2025, to discuss quarterly results. To access the live webcast, investors should visit the company's official site at https://investors.3m.com/news-events/events-presentations. Note that the views expressed are those of the author and may not reflect those of Nasdaq, Inc. This event provides an opportunity for shareholders to hear management's outlook and answer questions about the quarter's performance and strategic priorities.

Lockheed Martin Q3 2025 Earnings Conference Call Set for Oct 21 at 11:00 AM ET

October 21, 2025, 7:32 AM EDT. Lockheed Martin Corp. will host a conference call at 11:00 AM ET on October 21, 2025 to discuss its Q3 2025 earnings results. A live webcast is available for investors at the official site: https://investors.lockheedmartin.com/investor-overview?c=83941&p=irol-IRHome.

General Motors to Host Q3 2025 Earnings Conference Call at 8:30 AM ET

October 21, 2025, 7:30 AM EDT. GM will host a Q3 25 earnings conference call at 8:30 AM ET on October 21, 2025, to discuss its quarterly results. The live webcast is available at GM's investor site, and the call can be accessed by dialing US 1-800-857-9821 or international 1-517-308-9481, with the passcode: General Motors. Management is expected to discuss quarterly performance, product initiatives, and outlook. Note: the views expressed are those of the author and may not reflect Nasdaq's views.

Steel Dynamics to Host Q3 2025 Earnings Conference Call at 11:00 AM ET

October 21, 2025, 7:28 AM EDT. Steel Dynamics (STLD) will host a conference call to discuss its Q3 2025 earnings on October 21, 2025 at 11:00 AM ET. The live webcast is available at https://ir.steeldynamics.com/events-presentations/. To listen by phone, call +1.973.528.0011. A replay can be heard at +1.919.882.2331. The session will cover quarterly results, outlook, and factors influencing steel demand and margins. Investors should note the access details in advance.

Validea Martin Zweig Strategy Daily Upgrade: West Bancorporation (WTBA) Upgraded to 85%

October 21, 2025, 7:26 AM EDT. Validea's Growth Investor model, based on the Martin Zweig strategy, issued an upgrade for West Bancorporation Inc. (WTBA), a small-cap bank in the Money Center Banks group. The score moved from 46% to 85%, signaling rising conviction from the model on the firm's fundamentals and valuation. A score of 80%+ suggests the strategy has some interest, while 90%+ would indicate strong interest. WTBA operates West Bank serving central Iowa, eastern Iowa, and southern Minnesota, with focus on commercial and consumer lending and treasury services. The upgrade follows persistent earnings and sales growth, reasonable valuation, and low debt characteristics, though investors should watch for regional exposure and evolving earnings trends across quarters.

Halliburton to Host Q3 2025 Earnings Conference Call on Oct. 21 at 9:00 AM ET

October 21, 2025, 7:24 AM EDT. Halliburton (HAL) will host a conference call to discuss its Q3 2025 earnings on October 21, 2025, at 9:00 AM ET. Management is expected to review quarterly results, outlook, and capital allocation strategies. A live webcast is available via the company's investor relations site at https://ir.halliburton.com/news-and-events/event-calendar. The note at the end states the views are those of the author and not necessarily Nasdaq. This release helps investors gauge the company's short-term performance and any guidance provided during the call.

Danaher Q3 Profit Beats Estimates; GAAP EPS $1.27, Revenue $6.053B, Adjusted EPS $1.89

October 21, 2025, 7:22 AM EDT. Danaher Corp. (DHR) posted Q3 earnings that rose year over year and beat Street estimates. GAAP net income was $908 million, or $1.27 per share, up from $818 million, or $1.12. On an adjusted basis, Danaher earned $1.89 per share, above the $1.72 consensus. Revenue came in at $6.053 billion, up 4.4% from $5.798B. The company reaffirmed its full-year EPS guidance of $7.70 to $7.80. The results underscore momentum across Danaher's diverse portfolio, with margin strength supporting the upbeat outlook amid a mixed macro backdrop.

Elevance Health Q3 Earnings Rise as Revenue Grows 12.4%

October 21, 2025, 7:20 AM EDT. Elevance Health Inc. reported a stronger Q3 with GAAP earnings of $1.189 billion, or $5.32 per share, up from $1.016 billion, or $4.36 per share a year ago. Excluding items, adjusted earnings rose to $1.349 billion, or $6.03 per share. The company posted revenue of $50.711 billion, up 12.4% from $45.106 billion last year. The results illustrate solid top-line growth and earnings momentum versus the prior year, supported by the mix and efficiency gains. Traders will be watching for guidance and any potential outlook updates as the foundation for continued performance remains intact.

Validea John Neff Strategy Daily Upgrade: EXEL Reaches 79% Rating

October 21, 2025, 7:18 AM EDT. Exelixis (EXEL) upgrades under Validea's Low PE Investor model, based on the John Neff method. The stock's score rose from 60% to 79%, signaling increased fundamental alignment though a score above 80%/90% would indicate stronger interest. Exelixis is a mid-cap oncology play leveraging cabozantinib across CABOMETYX and related programs. The strategy screens for persistent earnings growth at a discount to growth and yield. Key test results include: P/E RATIO PASS, EPS GROWTH FAIL, FUTURE EPS GROWTH PASS, SALES GROWTH PASS, TOTAL RETURN/PE PASS, FREE CASH FLOW PASS, EPS PERSISTENCE FAIL. The narrative notes the firm's pipeline and valuation dynamics that drive partial confidence under Neff's framework.

Validea Motley Fool Strategy Daily Upgrade: California Bancorp (BCAL) Upgraded to 80%

October 21, 2025, 7:16 AM EDT. Validea's Small-Cap Growth Investor model, based on the Motley Fool, today upgrades CALIFORNIA BANCORP (BCAL) from 53% to 80%. BCAL operates as the holding company for California Bank of Commerce, a regional Money Center Banks player with ~14 branches. The upgrade reflects solid fundamentals and favorable valuation, with a score above 80% signaling interest from the strategy and anything above 90% indicating strong interest. The analysis covers key tests, including positive PROFIT MARGIN, RELATIVE STRENGTH failure, CASH FLOW FROM OPERATIONS PASS, and SALES PASS, while some criteria like PROFIT MARGIN CONSISTENCY and R&D as a PERCENTAGE OF SALES are weaker. Overall, BCAL shows potential for traders focused on small-cap growth and fundamental-driven ideas.

Validea Joel Greenblatt Strategy Daily Upgrade: EEX Upgraded to 80%, OKE to 90%

October 21, 2025, 7:12 AM EDT. Validea's Earnings Yield Investor model, based on Joel Greenblatt, upgraded EMERALD HOLDING INC (EEX) from 70% to 80%. EEX is a small-cap growth stock in the Business Services group; the model notes EARNINGS YIELD: NEUTRAL and RETURN ON TANGIBLE CAPITAL: NEUTRAL, with a FINAL RANKING: FAIL. The upgrade also highlights ONEOK INC (OKE) moving from 80% to 90%, reflecting stronger fundamentals and valuation. OKE is a large-cap value stock in Oil & Gas Operations, with segments including Natural Gas Gathering & Processing, NGLs, and Pipelines. Overall, the report signals a mixed view: EEX shows interest but a fail at final ranking, while OKE shows strong interest.

Validea Dreman Strategy Upgrade: AVAL ADR rating rises to 69% (from 57%)

October 21, 2025, 7:10 AM EDT. Validea's Contrarian Investor model, based on David Dreman's principles, upgraded GRUPO AVAL ACCIONES Y VALORES SA – ADR (AVAL) from 57% to 69%. The mid-cap Colombian financial-services stock is screened as a contrarian pick with improving fundamentals. In Validea's framework, a score of 80%+ signals some interest; above 90% signals strong interest. Today's 69% indicates modest interest from the model. Grupo Aval is a Colombia-based holding with subsidiaries such as Banco de Bogota and Banco Popular, active in banking, deposits and pension services. The underlying test matrix shows mixed signals: earnings trend and several fundamentals pass, while price/book, price/dividend, payout, ROE, and yield tests fail, highlighting a nuanced setup for Dreman-style investors.

Debt-Fueled AI Pivot Tests BTC Miners as They Pivot to AI/HPC

October 21, 2025, 7:08 AM EDT. Bitcoin miners are funding an ambitious shift into AI and HPC with record debt, convertible notes, and private placements. In Q3, miners such as TerraWulf, MARA, Cipher, and CleanSpark issued billions in debt, raising default risk even as the sector touts diversified revenue streams. TerraWulf's $3.2B senior secured notes; IREN's $1B convertible; BITF's $300M note. Some deals carry zero-coupon terms; others carry high coupons (TerraWulf ~7.75%), creating annual interest costs well above current revenue. The 2022 hashprice crash showed lenders can seize collateral, a reminder of risk. Proponents argue the AI/HPC pivot could unlock new value and attract a different investor base, while the CoinShares WGMI ETF has surged this year, signaling high investor sentiment toward the renamed growth play.

Peoples Bancorp Q3 Earnings Beat Estimates Despite Profit Decline

October 21, 2025, 7:06 AM EDT. Peoples Bancorp Inc. (PEBO) reported a Q3 profit that declined year over year but beat street estimates. The company earned $29.22 million, or $0.83 per share, down from $31.41 million, or $0.89 per share a year ago. Analysts expected about $0.82 per share, excluding items. Revenue rose 2.7% to $91.35 million from $88.91 million. The result shows softer GAAP earnings but stronger revenue growth that helped the beat. Key figures: EPS $0.83 vs $0.89 prior year, net income $29.22 million, revenue $91.35 million. Note that the views are those of the author and not Nasdaq, Inc.

DAX Modestly Lower in Cautious Trade as Siemens Energy, BASF Decline

October 21, 2025, 7:04 AM EDT. European stocks, led by a cautious mood, saw the DAX slip 74.05 points or 0.31% to around 24,217.14. In early trading, Infineon Technologies rose about 1.7%, while Rheinmetall added roughly 1%. On the downside, Siemens Energy, BASF and Zalando fell about 1.6%, 1.25% and 1.1%, respectively. Other movers included Munich Re, Merck, Hannover Rueck, Scout24, MTU Aero Engines and Deutsche Telekom with gains of 0.3-0.7%. The focus remains on earnings season and the policy backdrop: SAP is due to report Wednesday, with Beiersdorf, MTU Aero Engines and Porsche on deck later this week. Traders await directional cues from trade developments and geopolitical news.

Gold and Oil Slip as Hopes of US-China Trade Deal Emerge; UK Borrowing in Focus

October 21, 2025, 7:03 AM EDT. Gold prices fell Tuesday as renewed hopes of a US-China trade deal dimmed safe-haven demand, with gold futures down about 1.5% to $4,296.30 and spot gold off around 2.6% to $4,357.35 an ounce. President Trump signaled optimism on a deal, planning to meet Xi Jinping in South Korea ahead of a potential 100% tariff deadline on November 1. In parallel, oil slipped to five-month lows amid persistent supply concerns; Brent at $60.76 and WTI at $57.23, as the IEA warns of a looming surplus and traders note floating crude could hit the market. The pound slid to $1.3382 as UK data showed September net borrowing at £20.2 billion, underscoring debt-management challenges for the chancellor.

Stock Market Today: Futures Slip as Netflix, Coca-Cola and RTX Focus; SPY, QQQ in Pre-Market Decline

October 21, 2025, 7:00 AM EDT. U.S. stock futures drift lower Tuesday after Monday's rally as a prolonged federal government shutdown weighs on sentiment and the economy. Traders will parse upcoming results from Netflix, Coca-Cola, and RTX among others to guide sentiment this week. In pre-market trading, the SPY and QQQ pull back, with the NASDAQ-100 leading the retreat. The 10-year Treasury yield sits near 3.97% and the two-year around 3.45%. The CME Group's FedWatch tool shows markets pricing a near-certainty of a Fed rate cut in October, about 98.9% odds. Investors will watch earnings and macro headlines for clues on the pace of policy and risk sentiment as action unfolds.

Prediction: 3 High-Yield Dividend Stocks Poised to Raise Payouts to Record Highs in November

October 21, 2025, 6:58 AM EDT. Three perennial high-yield names are poised to lift payouts in November, potentially pushing yields toward record highs. The trio-Hormel (HRL), McCormick (MKC), and Brown-Forman (BF.A / BF.B)-have long histories of raising distributions and sport yields well above the S&P 500 average. Using a practical yardstick of more than 1.2% yield, these stocks clear the bar. Hormel has strong free cash flow backing its long run as a Dividend King with 59 consecutive increases, and its next quarterly payout of $0.29 per share supports a current yield near 4.8%; most raises are traditionally announced in November. McCormick likewise generates reliable cash flow to fund steady dividend growth, while Brown-Forman benefits from resilient brands and predictable cash generation. Investors hunting income may find these names attractive as they approach payout announcements.

Intel Foundry Poised for AI Boom as Microsoft Ties Chipmaking to 18A Process

October 21, 2025, 6:54 AM EDT. AI demand could turn Intel Foundry into a major AI chips supplier, especially as capacity tightness at TSMC persists. A report suggests Microsoft has committed to using Intel's 18A process (or 18A-P) for its Maia AI chip, potentially the first of many custom chips made by Intel Foundry. Maia was previously built on TSMC 5nm, underscoring how Intel's process tech could shift the balance if confirmed. The 18A process offers backside power delivery, boosting energy efficiency for AI accelerators. While the scale of the deal remains unclear, a Microsoft win would signal customer confidence and could accelerate Intel's challenge to TSMC in AI data centers, where demand is booming. Execution, timing, and continued capacity expansion will determine whether Intel Foundry becomes a lasting AI winner.

Social Security's 2026 COLA: The 'Trump Bump' Incoming – What to Expect and Why It Might Disappoint

October 21, 2025, 6:52 AM EDT. Retirees are waiting for the Social Security 2026 COLA, delayed by a government shutdown that postponed the September CPI data. The final CPI-W reading will be released on Oct. 24, after which the SSA will calculate next year's COLA. Analysts expect a noticeably higher increase than earlier in the year, with estimates near 2.7%-2.8% from groups like the Senior Citizens League, Mary Johnson, and the Committee for a Responsible Federal Budget. The so-called Trump Bump reflects inflation driven by current policy, potentially keeping price pressures elevated. Yet even a bigger COLA may disappoint households if rising costs outpace gains, if Medicare premiums or taxes rise, or if beneficiaries face higher outlays elsewhere. The article outlines how the CPI-W read and SSA's timing shape the 2026 benefit picture.

Indutrade Q3 Net Profit Declines; Revenue and EPS Dip

October 21, 2025, 6:50 AM EDT. Indutrade reported a Q3 net profit of 674 million kronor, down from 700 million a year earlier. EPS fell to 1.85 kronor from 1.92. EBITA was 1.1 billion kronor vs 1.2 billion. Net sales reached 7.8 billion kronor, down 2% year over year, of which 1% was organic. Order intake rose 3% to 7.7 billion kronor, with organic order growth of 3% for the quarter. The report signals mix of softer top-line with some momentum in orders, leaving margins in focus for the period ahead.

Gold pulls back from record high as European stocks open higher

October 21, 2025, 6:48 AM EDT. Gold pulled back from a fresh record as traders factored in a stronger dollar and evolving inflation expectations. In European markets, stocks opened higher with gains across major indices, as investors hovered between risk appetite and caution ahead of key data. Analysts noted that bullion's retreat could extend if yields hold firm and macro headlines remain supportive of risk-on trades. The session underscored a shift toward asset diversification amid mixed signals on inflation and growth. Traders will monitor central bank commentary and upcoming data for clues on policy paths, inflation trajectories, and economic momentum. Overall, the tone was cautiously constructive for European markets, while gold remains sensitive to shifts in interest rates and the dollar.

Stock Market News Today (10/21/2025): U.S. Futures Slip Ahead of Key Earnings Week

October 21, 2025, 6:46 AM EDT. U.S. stock futures slipped Tuesday as markets brace for a busy earnings week. Nasdaq 100, Dow, and S&P 500 futures were down about 0.18%, 0.11%, and 0.13% respectively at 4:49 a.m. EDT. Monday's session posted broad gains on a rally in Apple and optimism a government shutdown may end. Traders eye this week's earnings slate with Netflix and Coca-Cola reporting Tuesday and Tesla on Wednesday; Bank of America notes roughly 75% of S&P 500 firms have beat estimates, led by the Magnificent 7's earnings growth. Investors also monitor U.S.-China tensions and CPI data Friday for clues on inflation and the Fed. The 10-year yield hovered near 3.97%; WTI near $60.98; gold around $4,267.63 per ounce. Asia-Pacific stocks rose, buoyed by Japan's election and prospects for fiscal measures.

3 Takeaways for Investors Tracking Executive Insider Trades

October 21, 2025, 6:44 AM EDT. New data shows significant insider selling in major names like Nvidia, Tesla, and Fox Corp., with Nvidia insiders led by CEO Jensen Huang selling tens of millions and overall insider trades outpacing buys in several firms. Yet insider buying also surfaced at Eli Lilly after a stock dip, including CEO David Ricks purchasing over $1 million. Takeaways: (1) insider sentiment may be shifting as executives signal confidence or concern; (2) trades are often idiosyncratic-personal diversification and tax planning can drive selling; (3) context matters-investors should look for clusters, valuation signals, and whether insiders view shares as undervalued or overvalued or expect catalysts.

KNDS eyes June 2026 stock-market listing to fund growth and partnerships

October 21, 2025, 6:42 AM EDT. KNDS, the Franco-German maker of the Leopard tank and Caesar cannon, is weighing a stock-market listing to accelerate growth and widen partnerships, with a potential timing around the Eurosatory defense show in June. An IPO is among several options, with no decision yet, according to spokesman Gabriel Massoni. If pursued, the listing would likely hinge on a capital-structure reorganization or a cash infusion and could signal the company's intent to bring in new partners. KNDS had previously explored a partnership with Leonardo that collapsed in 2024. The group reported 2024 sales of €3.8 billion and sits alongside peers like Rheinmetall in the European defense narrative. A listing would underscore KNDS's ambition to become a leading European land-defense player.

Advanced Micro Devices (AMD) Stock Quote, Price, and Forecast

October 21, 2025, 6:38 AM EDT. Advanced Micro Devices (AMD) is a leading semiconductor company organized around four segments: Data Center, Client, Gaming, and Embedded. Its product portfolio includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC solutions across the segments, with APU/GPU combinations and embedded offerings driving diversified revenue. Founded by W. J. Sanders III on May 1, 1969 and headquartered in Santa Clara, CA, AMD's market position stems from its broad mix of computing platforms and continued innovation in APUs, GPUs, FPGAs, and AI-enabled accelerators. Investors may watch trends in data center demand, gaming GPU adoption, and embedded/edge deployments as part of the stock's forecast.

Bull of the Day: Shopify (SHOP) – AI-driven growth, OpenAI deal, and double-digit revenue expansion

October 21, 2025, 6:30 AM EDT. Shopify (SHOP) is a leading Ottawa-based e-commerce platform that helps merchants start, scale, and manage businesses across web, mobile, retail, social, and marketplaces. The company is rated Zacks Rank #1 (Strong Buy) and is delivering a multi-channel growth story. Key drivers include merchant solutions revenue up 36.6% YoY and Shop Pay processing $27 billion in Q2 revenue (up 65% YoY). Shopify is embracing AI via a collaboration with OpenAI to integrate ChatGPT for product discovery and checkout, expanding its reach across channels. Recent moves with Ethereum payments highlight a broad, multi-channel strategy. Wall Street expects double-digit revenue growth and has shown bullish EPS surprises in recent quarters (average beat ~13.6%), underscoring continued momentum.

Top 5 Growth Stocks to Buy for 2026: Nvidia, Oracle, ASML, and More

October 21, 2025, 6:24 AM EDT. Despite the AI hype, investors should stay selective. This piece highlights five growth ideas for 2026, led by Nvidia with its GPUs powering complex AI workloads and ongoing data-center spend. It also highlights Oracle Cloud Infrastructure as a potential AI-focused cloud challenger, aiming to win share from incumbents on purpose-built AI centers. ASML remains a pivotal AI-adjacent play as photolithography equipment underpins semiconductor supply. The article cautions that lofty valuations still loom and that earnings growth drives returns even amid an AI cycle slowdown. In uncertain markets, focus on companies with durable growth potential and clear valuation heads-up rather than sentiment alone.

Nvidia Unveils Major Blackwell AI Chip Update: Market Implications for Nvidia, TSM, and AI Stocks

October 21, 2025, 6:22 AM EDT. Today's report centers on Nvidia's major update about its Blackwell family of AI chips and what it could mean for the AI stock complex. The company is positioning Blackwell to strengthen performance in data-center workloads and compete on efficiency and scale with rivals, potentially boosting demand for back-end partners and TSM's foundries. Investors are scanning for how the launch might affect near-term demand, margins, and supply constraints, while the broader AI stock rally debates whether Nvidia can sustain leadership as rivals accelerate chip development. The development reinforces Nvidia's role at the heart of enterprise AI, though investors should monitor capital expenditure, licensing, and how customers deploy Blackwell across hyperscale and edge environments.

ASML Investors Eye a Strong Five-Year Outlook, Motley Fool Says

October 21, 2025, 6:20 AM EDT. In a recent Motley Fool breakdown, ASML ( NASDAQ: ASML ) faces optimism about the next five years as management signals confidence despite mixed investor views. The video features Jason Hall detailing ASML's latest results and why the company's long-term trajectory matters for shareholders. Note: Stock prices shown were from Oct. 17, 2025, with the video published Oct. 20, 2025. The Fool's Stock Advisor team argues a list of top 10 stocks to buy now, where ASML wasn't included, contrasting with past picks like Netflix and Nvidia that generated outsized gains. The piece also highlights the Fool's performance context-over 1,000% returns versus broad market metrics-while disclosing insider relationships and affiliate links. For investors, key takeaways center on valuation considerations, long-term demand for lithography, and risks to watch as the AI/semiconductor cycle evolves.

U.S. Stock Market at a Turning Point: Strategists Warn Short-Term Risks Persist

October 21, 2025, 6:19 AM EDT. Market watchers say the U.S. stock rally may stall without clearer progress on trade frictions and steadier earnings forecasts. Equity strategist Michael Wilson notes a modest rebound in futures as President Trump's tariff stance softened, but near-term risk remains from Sino-U.S. tensions and a cooling pace of earnings estimate revisions. The S&P 500 has not fully retraced earlier losses, and the gap between upgrades and downgrades has turned negative, underscoring caution. Key signals to watch: tangible progress with China, stability in EPS forecasts, and healthier liquidity. Wilson warns the November deadline could bring an 11% downturn if the dispute persists, though his baseline remains a gradual 6-12 month U.S. recovery. Regional-bank strains, a 20 level volatility index, and softer positioning hint at ongoing volatility, even as some earnings show resilient profits.

Did Eli Lilly Just Say Checkmate to Novo Nordisk? A Weight-Loss Showdown

October 21, 2025, 6:16 AM EDT. Eli Lilly's phase-3b head-to-head in obesity showed Zepbound (tirzepatide) delivering an average weight loss of 20.2% vs Wegovy's 13.7% over 72 weeks, a roughly 47% edge that could tilt competitive dynamics. Yet Novo Nordisk still leads in revenue with Wegovy pulling about $5.4 billion in year-to-date sales, and Wegovy launched earlier. Lilly's advantage is breadth: beyond Zepbound and Mounjaro, its pipeline includes other growing drugs. Novo counters with a deep weight-loss and diabetes portfolio and a promising pipeline like CagriSema. Investors should watch milestones for orforglipron and retatrutide at Lilly and Novo's CagriSema and other candidates; a definitive win is far from assured. In short: Lilly appears better positioned on diversification and near-term trial wins, but Novo remains formidable.

Bitcoin Drops 9% in 30 Days: Is the Bull Run Really Over?

October 21, 2025, 6:14 AM EDT. Bitcoin's ~9% slide over 30 days, punctuated by the Oct. 10 flash crash, tests traders' nerves but not the investment thesis. The pullback stems from macro risk sentiment and leverage-driven moves in illiquid altcoins rather than a flaw in Bitcoin itself. There's no new protocol update or hard-change to its fixed supply of 21 million coins, and the halving cycle remains a key driver of the longer trend. If the bear case hinges on the end of the three-year bull run, the evidence is weak so far. ETF volumes were not a panic exit: U.S. spot ETF flows around Oct. 10 were modest outflows (~$4.5 million). With big, steady buyers and asset managers still participating, the long-term thesis remains intact for many investors.

Three Beaten-Down Healthcare Stocks That Could Fall Further: Moderna, Novo Nordisk, UnitedHealth

October 21, 2025, 6:12 AM EDT. Moderna could tumble again if its upcoming earnings release doesn't deliver a positive surprise, as COVID-era demand remains soft and pipeline investments ramp up. Moderna's revenue has fallen sharply, and further downside risk looms without a new blockbuster. Novo Nordisk looks cheap on a forward multiple around 14, but growth is expected to slow this year and next; political pressure on GLP-1 prices could weigh on profits. UnitedHealth has benefited from a Buffett-style sentiment boost, which may fade as margins tighten and costs rise. Across these names, blindly following buying the dip instincts could backfire if catalysts disappoint. The piece weighs valuation, growth forecasts, and potential policy headwinds to judge future risk vs. reward.

One Small-Cap on Watch and Two Risks: LSCC, CTOS, LNW

October 21, 2025, 6:10 AM EDT. StockStory spots one on watch and two risks among small-caps: LSCC (Lattice Semiconductor) offers CPU-boosting programmable chips but faces a -17.8% sales drop over two years, margin pressure (−15 pp), and EPS growth of only 5.2% annually, with a steep forward P/E of 54.7x. CTOS (Custom Truck One Source) shows softer growth (4.1% revenue over two years), declining EPS, and widening capital intensity as Free cash flow margin fell by 24.4 pp, trading at about $6.58 and 219.3x forward P/E. In contrast, LNW (Light & Wonder) is the positive name: robust two-year operating margin 21.4%, EPS growth of 25.9% on strong buybacks, and rising ROIC as past investments pay off. The piece frames LSCC as cautious, CTOS as a warning, and LNW as the positive driver.

Is Oklo the Next Nvidia? Volatility, SMRs, and AI Data Centers

October 21, 2025, 6:08 AM EDT. Oklo, a nuclear startup trading as NYSE: OKLO, has seen wild swings, up over 900% in a year and a pattern of sharp pullbacks reminiscent of early Nvidia. With no revenue or earnings yet, its stock remains ultra-volatile, a risk factor investors must weigh against its potential. The company is developing small modular reactors (SMRs) that could power AI data centers by co-locating units with facilities, reducing grid reliance and easing cooling needs-mirroring Nvidia's pivot from GPUs to AI workloads. If Oklo can move from prototype to production and demonstrate a credible path to profitability, the stock's volatility could translate into substantial upside, but the path remains highly uncertain amid regulatory and technical hurdles.

Cleveland-Cliffs Stock Quote, Price Today, and Forecast (CLF)

October 21, 2025, 6:04 AM EDT. Overview: Cleveland-Cliffs, Inc. (CLF) is a flat-rolled steel producer serving the North American market. It supplies iron ore pellets, coke, and finished products across steelmaking, rolling, finishing, and downstream components such as tubulars, stamping, and tooling. Founded in 1847 and headquartered in Cleveland, OH, the company spans the steel value chain from mining to fabrication. Investors watch CLF's stock price in relation to input costs (iron ore, coal), steel demand, and prices across automotive, construction, and industrial sectors. The forecast for CLF hinges on macro trends, margins, and policy shifts affecting steel production, with volatility influenced by commodity cycles and regional demand dynamics.

One Stock Under $50 With Solid Fundamentals and 2 to Ignore

October 21, 2025, 6:02 AM EDT. Stocks priced between $10 and $50 offer affordability with stability. StockStory highlights one under-$50 pick with solid fundamentals and two to avoid. HY (Hyster-Yale Materials Handling) at about $36.49 trades at ~4.1x forward EV-to-EBITDA, but end-market challenges, flat sales for two years, and a projected 3.5% sales decline complicate the story. DXC (DXC Technology) at $13.07 shows ~4.2x forward P/E; organic revenue growth is missing, EPS has sagged, and ROIC of 1.3% signals limited reinvestment opportunities. A third name, Rocket Companies (RKT) at $17.23, is introduced for context. For the full rationale and whether the under-$50 pick could 10x, read the complete research report.