Stock Market Today 29.10.2025

HLT December 2026 Options Begin Trading: Put and Covered-Call Setups Spotlighted

October 29, 2025, 12:08 PM EDT. In 415 days until expiration, Hilton Worldwide Holdings Inc (HLT) has new December 2026 options, offering potential premium opportunities for option sellers. Stock Options Channel's YieldBoost highlights a $250 put with bid ~$18.70, implying a cost basis of about $231.30 if sold to open. The strike is roughly 4% below the current price, giving ~66% odds the option expires worthless, and a 7.48% return on cash (6.58% annualized). On the call side, a $280 call bid of about $24.00 suggests a covered call setup if you own HLT at around $260.82, estimated to yield ~16.56% if shares are called away at expiration. Charts and fundamentals help contextualize the setup, including trailing history for HLT.

AEP December 2026 Options Open: $120 Put and $125 Call Highlight New Chain

October 29, 2025, 12:06 PM EDT. Investors in American Electric Power Co. (AEP) saw new December 2026 options begin trading, with ~415 days to expiry. The put at the $120.00 strike bids around $6.50, implying a cost basis of about $113.50 if sold to open. That's roughly a 2% discount to the current stock price, and odds of the put expiring worthless sit near 58% per Stock Options Channel's YieldBoost metrics. If the contract expires worthless, the premium yields about 5.42% on cash, or 4.76% annualized. On the call side, the $125.00 strike bids around $7.00; a covered call by buying AEP at $122.06 and selling the call could deliver about 8.14% total return if shares are called away. Charts and odds tracking will be updated.

GPN December 2026 Options Spotlight: Put at 75 and Covered Call at 90

October 29, 2025, 12:04 PM EDT. Global Payments Inc (GPN) introduced new December 2026 options, roughly 415 days to expiration, creating opportunities for option sellers and covered-call writers. The standout put is the $75 put with a current bid of $7.60; selling to open yields a $67.40 effective cost basis if assigned, about a 7% discount to the current stock price of $80.59. The odds it expires worthless are shown around 68%, with YieldBoost signaling a 10.13% return on cash (about 8.9% annualized). On the call side, the $90 call bid is $9.80; a covered call starting from $80.59 could deliver a total return of 23.84% if called away at expiration. StockOptionsChannel will track these odds over time and publish updates on the contract detail pages.

RDY Crosses Below Key 200-Day Moving Average

October 29, 2025, 12:02 PM EDT. Dr. Reddy's Laboratories Ltd. (RDY) stepped below its 200-day moving average of $53.79 on Thursday as the stock traded as low as $53.53 and slid about 2.3% on the session. The stock was near $53.48 at last check, with the 52-week range spanning $47.88 to $65.86. The chart shows RDY under the longer-term trend after the break, a potential bearish signal to traders watching the moving average as a dynamic support. Traders may monitor whether the shares can reclaim the 200-day MA or test near nearby support within the 52-week range.

JNK Sees $225 Million Outflow WoW, Highlighting Flow Pressure in High-Yield Bond ETF

October 29, 2025, 12:01 PM EDT. The SPDR Bloomberg High Yield Bond ETF, ticker JNK, saw an approximate $225.1 millionoutflow-a 3.1% week-over-week decline in shares outstanding, dropping from 72,070,000 to 69,870,000 units. The move adds to ongoing flow dynamics in the high-yield bond space. The ETF's 52-week range runs from $99.43 to $110.14, with a last trade near $102.34. Analysts often compare the price to the 200-day moving average as a trend gauge in this sector. This outflow is one of several notable ETF shifts reported this week.

IJH Inflows Drive Week-Over-Week Growth for iShares Core S&P Mid-Cap ETF

October 29, 2025, 11:58 AM EDT. The iShares Core S&P Mid-Cap ETF (IJH) posted a notable week-over-week inflow, adding about $194.7 million and lifting outstanding units from 241.4 million to 242.1 million (+0.3%). Among its top holdings today, Molina Healthcare (MOH) rose ~0.1%, Camden Property Trust (CPT) fell ~0.5%, and Cognex Corp (CGNX) slipped ~0.8%. For a full holdings list, see the IJH page. The chart shows a 52-week range of $232.55 to $292.05, with a last trade near $276.32. The 200-day moving average remains a useful reference for IJH. ETFs trade like stocks but units can be created or destroyed to meet demand, and large flows can influence underlying holdings.

IWF Leads Notable ETF Inflows as Uber, Lam Research and Booking Holdings Move

October 29, 2025, 11:56 AM EDT. Weekly ETF flow data show the IWF (iShares Russell 1000 Growth ETF) chalking an approximate $318.2 million inflow, a 0.3% week-over-week rise in outstanding units (from 258.4M to 259.05M). Among IWF's top holdings, UBER climbs ~0.5%, LRCX gains ~3.3%, while BKNG slips ~0.7%. The fund's price sits near its 52-week high of $493 after a low of $308.67, with the last trade around $492.15, and the chart highlights the 200-day moving average as a reference point. These flows reflect unit creation and destruction and can influence demand for underlying components. For a full holdings list, see the IWF holdings page.

SHYG Inflows: $155.7M Uptick and 2.4% WoW Rise in ETF Units

October 29, 2025, 11:54 AM EDT. Week-over-week, the iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) posted a notable inflow of about $155.7 million, a 2.4% rise in outstanding units (from 147.1 million to 150.7 million). The move highlights continued demand for near-term high-yield corporate bonds. On the chart, SHYG traded around the last price of $43.27, near the 52-week high of $43.4499, with a low of $41.6025 over the year and a view toward the 200-day moving average. As created/destroyed units reflect investor demand, such inflows can influence the ETF's underlying holdings. Readers can explore nine other ETFs with notable inflows in the same period.

JPMorgan Income ETF JPIE Sees $229M Inflow; 6.8% WoW Rise in Outstanding Units

October 29, 2025, 11:52 AM EDT. JPMorgan Income ETF (JPIE) posted a notable inflow this week, adding about $229.3 million to its float, a 6.8% week-over-week rise in outstanding units (from 74,040,000 to 79,050,000). The data highlights momentum in units as price action compares against its 200-day moving average and its 52-week range of $45.01 to $46.43, with a last trade near $45.76. The increase in units indicates new creations to meet demand, which can influence the ETF's underlying holdings as managers rebalance. ETFs trade like stocks, with units created or destroyed to accommodate demand. The report also notes other ETFs with notable inflows.

CLH crosses below 200-day moving average level

October 29, 2025, 11:50 AM EDT. Clean Harbors Inc (CLH) slid below its 200-day moving average of $225.98 on Wednesday, trading as low as $212.94 and off about 9.5% for the session. The chart shows CLH's one-year performance versus the 200-day average. The stock's 52-week range runs from $178.29 to $265.72, with the latest trade at $222.59. A break toward the 200-day line could keep the stock near-term under pressure, as traders assess whether the level acts as resistance or a potential base for a rebound.

Vanguard Real Estate ETF VNQ Falls Below 200-Day Moving Average

October 29, 2025, 11:48 AM EDT. Shares of VNQ slipped to as low as $89.58 after crossing below the 200-day moving average of $90.05 on Wednesday, down about 1.3% for the session. The ETF's 52-week range spans $76.92 to $99.20, with the latest trade near $89.70. A close below the 200-day moving average can signal near-term softness for real estate exposure, though investors will want to watch whether the zone around $90 acts as resistance. The chart shows a one-year performance relative to the moving average. Keep an eye on volume and any follow-through in coming sessions.

Coca-Cola (KO) Price Prediction and Forecast 2025-2030 (November 2025)

October 29, 2025, 11:45 AM EDT. KO remains a dividend king with a strong track record, appealing to income and growth investors. The shift from fizzy drinks to non-carbonated beverages and the Costa Coffee acquisition broaden Coca-Cola's menu, boosting resilience. Investment in digital assets is driving operational efficiency and cost reductions. Recent results show a solid Q3 beat on both revenue and earnings, underscoring upside potential as the company expands in Argentina with a multi-billion investment and strengthens logistics, while India rises to become Coca-Cola's fifth-largest market by volume. If macro conditions hold, expect continued margin expansion and a gradual price trajectory supported by the dividend and global brand reach, though volatility may persist as markets evaluate growth in emerging markets and consumer trends through 2025-2030.

Fiserv stock plunges 44% after cutting guidance and leadership reshuffle

October 29, 2025, 11:40 AM EDT. Shares of Fiserv tumbled about 44% as the fintech cut its full-year outlook and triggered a leadership reshuffle. The company now sees adjusted earnings of $8.50-$8.60 a share for the year, down from $10.15-$10.30, while revenues are expected to rise just 3.5%-4% versus a prior 10% view. Adjusted earnings came in at $2.04 per share, well below the LSEG consensus of $2.64, as revenue reached $4.92 billion, shy of a $5.36 billion estimate. Alongside results, Fiserv announced executive and board changes, including Takis Georgakopoulos becoming co-president, a new CFO, and three new directors. The stock will move from the NYSE to the Nasdaq next month under ticker FISV.

Wheat Mixed Early on Wednesday as CBOT, KC and MPLS Futures Edge Higher

October 29, 2025, 11:38 AM EDT. Wheat is trading mixed midweek after a higher close across the three exchanges on Tuesday. CBOT soft red wheat posted 3 to 5.5 cent gains, while KC hard red winter futures were 5.5 to 6.25 cents higher. MPLS spring wheat futures added 1.5 to 2.5 cents. Open interest fell by about 6,475 contracts on Tuesday. The latest Crop Progress report was delayed by the government shutdown; traders are eyeing that about 84% of winter wheat was planted as of 10/26. Weather looks limited for precip, with 1-2 inches expected in parts of the SRW region. European data show 2025/26 soft wheat exports at 6.25 MMT from July 1 to Oct 26, lagging last year. CBOT Dec 25 at $5.29; Mar 26 at $5.45 3/4.

Nvidia hits $5 trillion valuation on AI boom

October 29, 2025, 11:34 AM EDT. Nvidia became the first publicly listed company to reach a $5 trillion market capitalization, as investor bets on artificial intelligence pushed its stock higher. Shares rose to $210.11 in early trading, lifting the market cap to about $5.1 trillion-less than four months after it topped $4 trillion. The rally is powered by demand for GPUs used in AI and gaming, with Nvidia signaling new products and partnerships with OpenAI and Palantir. Analysts such as Dan Ives of Wedbush cautioned about a possible AI-driven bubble, though many say the run is grounded in thick cash flow and solid business models. The broader market has climbed, with the S&P 500 at record highs amid the AI-news cycle.

Nvidia tops $5 trillion as Fed decision looms and stocks edge higher

October 29, 2025, 11:32 AM EDT. Stocks edged up ahead of the Federal Reserve's policy decision, with the S&P 500, Dow, and Nasdaq edging higher. Nvidia surged to lift the market, becoming the first company valued at $5 trillion as investors eye AI demand. Caterpillar and Teradyne led gains after stronger results, while Fiserv slumped on a disappointing forecast and leadership changes. Mondelez slipped despite solid quarterly results, as inflation cost pressures on cocoa persist. Traders are watching the Fed for hints on a December cut and the broader trajectory of interest rates, with the debate weighing on equities as the global outlook remains mixed. Abroad, markets were mixed with Tokyo at a record and Chinese stocks nudging higher ahead of U.S.-China talks.

Trailblazer Acquisition Corp. to Separately Trade IPO Units on Nasdaq Starting Oct 31, 2025 (BLZR, BLZRW)

October 29, 2025, 11:30 AM EDT. Trailblazer Acquisition Corp. announced that beginning Oct. 31, 2025, holders of the IPO units may elect to separately trade the Company's Class A ordinary shares and warrants. No fractional warrants will be issued; only whole warrants will trade. The separated shares and warrants will trade on the Nasdaq Global Market under the symbols BLZR (Class A ordinary shares) and BLZRW (warrants), respectively, while the remaining BLZRU units continue to trade on the Nasdaq Global Market. This move follows standard SPAC post-IPO structure and is subject to regulatory approvals.

Are the Nasdaq's Highest-Paying Dividend Stocks Worth Buying? A Quick Look at Kraft Heinz and Comcast

October 29, 2025, 11:28 AM EDT. While the Nasdaq 100 leans growth, a few names offer meaningful dividends. This look highlights two: Kraft Heinz with a 6.3% yield, but a history of impairment, a looming split, and questions about a true turnaround-potential value trap despite cheap price. Buffett has criticized the split as insufficient to fix the core challenges in processed foods. The second is Comcast at around a 4.5% yield; it faces structural headwinds in cable, is pivoting to broadband and wireless, and has seen only modest revenue growth. The piece frames whether income from these legacy brands justifies the investment risk and reminds readers that Nasdaq dividend stocks remain sparse compared with growth opportunities.

Soybeans Slide on Sell-the-Fact After Chinese Buying Rumors as Shutdown Hinders Export Data

October 29, 2025, 11:24 AM EDT. Soybeans are slipping this morning, down about 8-9 cents, after a rally built on buy-the-rumor chatter. Traders had pushed gains on Tuesday on rumors of China purchasing at least 180,000 MT, but prices retreated into the session's close. Open interest fell by 19,701 contracts, signaling fresh selling into the move. The cmdtyView national average Cash Bean price sits at $10.10 1/2. Soymeal futures are higher by about $6.20 to $8.50, while Soy Oil futures are down 16-51 points. With a Trump/Xi meeting looming, the market awaits clarity as the government shutdown restricts the weekly Export Sales report and daily sale announcements. Brazil's October exports are seen at about 7 MMT per ANEC.

Ex-Dividend Reminder: BUR, OSBC and AGNC Set to Trade Ex-Dividend on 10/31/25

October 29, 2025, 11:22 AM EDT. On 10/31/25, BUR, OSBC, and AGNC go ex-dividend ahead of their upcoming payouts. BUR pays a semi-annual dividend of $0.0625 on 12/4/25; OSBC pays $0.07 on 11/10/25; AGNC pays $0.12 on 11/12/25. Based on recent prices (roughly $11.11 for BUR), the ex-dividend pull is about 0.56% for BUR, 0.38% for OSBC, and 1.18% for AGNC. Current annualized yields are about 1.13% for BUR, 1.50% for OSBC, and 14.13% for AGNC. Dividends aren't guaranteed and can fluctuate; reviewing payout history can help assess ongoing yield potential.

Morgan Stanley to Acquire EquityZen in First Big Deal Under Ted Pick, Expanding Private Markets Trading

October 29, 2025, 11:20 AM EDT.Morgan Stanley said it will acquire EquityZen, signaling a push into private markets and pre-IPO trading. The deal, the bank's first under CEO Ted Pick, aims to capitalize on growing demand for secondary equity in fast-growing startups, offering clients liquidity before IPO and generating trading fees. EquityZen's platform connects employees and investors for private stock deals; Morgan Stanley expects to close early 2026 with about 50 staff joining. The move comes as unicorns stay private longer, with OpenAI cited as an example of demand. Executives described the integration as expanding Morgan Stanley's private markets ecosystem, providing capital markets insight, cap-table support, and liquidity solutions for wealthy clients.

Ex-Dividend Reminder: ORC, SKT, and NNN Set to Trade Ex-Dividend on 10/31/25

October 29, 2025, 11:16 AM EDT. On 10/31/25, three REITs go ex-dividend: Orchid Island Capital (ORC) with a $0.12 monthly payout, Tanger (SKT) with a $0.2925 quarterly payout, and NNN REIT (NNN) with a $0.60 quarterly payout. Based on recent prices, the ex-date yields are about 1.59% for ORC, 0.88% for SKT, and 1.44% for NNN, all else equal. If these dividends remain intact, the current annualized yields would be roughly 19.07% (ORC), 3.52% (SKT), and 5.77% (NNN). In intraday trading, ORC, SKT, and NNN were down about 1.4%, 0.8%, and 1.4% respectively. Review past dividend history to gauge sustainability and potential future yields.

Ex-Dividend Reminder: Emera, Alliant Energy and NiSource

October 29, 2025, 11:12 AM EDT. Dividend Channel notes that on 10/31/25, Emera (EMA), Alliant Energy (LNT) and NiSource (NI) go ex-dividend ahead of their upcoming quarterly payouts. Emera pays $0.7325 on 11/14/25, Alliant $0.5075 on 11/17/25, and NiSource $0.28 on 11/20/25. Based on EMA's recent price of $48.63, the ex-dividend move is about 1.51%; LNT about 0.75%; NI about 0.65%. Current annualized yields, if these dividends hold, would be roughly 6.03% (Emera), 2.99% (Alliant), and 2.58% (NiSource). Dividends aren't guaranteed and stock prices can move intraday after the ex-date.

Ex-Dividend Reminder: RioCan REIT, Upm Kymmene and Lamb Weston

October 29, 2025, 11:10 AM EDT. Ex-dividend reminders for RioCan Real Estate Investment Trust (RIOCF), Upm Kymmene Corp (UPMKF), and Lamb Weston Holdings Inc (LW) take effect on 10/31/25. RioCan pays a monthly dividend of $0.0965 (to be paid 11/7/25) with an implied yield near 8.42% based on a recent price around $13.75. Upm Kymmene declares a semi-annual dividend of $0.75 (11/7/25) implying about a 5.89% annual yield. Lamb Weston pays a quarterly $0.37 (11/28/25), about a 2.26% annual yield. As the ex-dividend dates approach, shares are expected to trade lower by roughly 0.70% for RioCan, 2.94% for Upm Kymmene, and 0.56% for Lamb Weston, all else equal. History helps assess payout sustainability; dividends are not guaranteed.

Ex-Dividend Reminder: NWN, CDRE and ZTS Set to Trade Ex-Dividend

October 29, 2025, 11:08 AM EDT. On 10/31/25, the ex-dividend date for three stocks – NWN (Northwest Natural Holding Co), CDRE (Cadre Holdings), and ZTS (Zoetis) – will trigger price adjustments by their upcoming dividends. NWN will pay a quarterly dividend of $0.4925 on 11/14/25; CDRE will pay $0.095 on 11/14/25; and ZTS will pay $0.50 on 12/2/25. Based on recent prices, these imply roughly 1.04% for NWN, 0.22% for CDRE, and 0.34% for ZTS in theory, all else equal. Review the dividend history to gauge stability and whether these yields can persist, with estimated annual yields around 4.18% for NWN, 0.88% for CDRE, and 1.38% for ZTS.

Ex-Dividend Reminder: VRTS, ADC and APLE – Upcoming Payouts, Yields and Open Price Moves

October 29, 2025, 11:06 AM EDT. On 10/31/25, Virtus Investment Partners (VRTS), Agree Realty (ADC) and Apple Hospitality REIT (APLE) go ex-dividend. Virtus pays a quarterly dividend of $2.40 on 11/14/25; ADC pays $0.262 monthly on 11/14/25; APLE pays $0.08 monthly on 11/17/25. Based on recent prices, the ex-dividend drop implies about 1.42% for VRTS, 0.35% for ADC, and 0.69% for APLE at the open. Current implied annual yields are about 5.68% (VRTS), 4.25% (ADC) and 8.33% (APLE). Traders saw the stocks modestly lower on the day (VRTS ~1.3%, ADC ~1.2%, APLE ~1.5%). For investors, reviewing the dividend history can help gauge payout sustainability under changing profits.

Ex-Dividend Reminder: CSW Industrials, Western Midstream Partners & Genesis Energy

October 29, 2025, 11:04 AM EDT. On 10/31/25, the ex-dividend dates for CSW Industrials Inc (CSW), Western Midstream Partners LP (WES), and Genesis Energy L.P. (GEL) precede their 11/14/25 dividend payments. CSW will pay $0.27, WES $0.91, and GEL $0.165 per share. Based on current prices (CSW around $241.97), the implied ex-dividend dips are about 0.11% for CSW, 2.35% for WES, and 1.02% for GEL, all else equal. If these payouts hold, estimated annual yields are roughly 0.45% for CSW, 9.38% for WES, and 4.08% for GEL. Note that dividends are not guaranteed and depend on earnings and board decisions. Investors may review dividend histories to assess sustainability.

Enterprise Products Partners (EPD) Ex-Dividend Today: $0.535 Quarterly Dividend, ~6.85% Yield

October 29, 2025, 11:00 AM EDT. Enterprise Products Partners L.P. (EPD) is set to trade ex-dividend on 4/30/25 with a quarterly dividend of $0.535, payable on 5/14/25. At a recent price near $31.22, the yield sits around 6.85% annualized, implying a near-term decline of about 1.71% when shares open on ex-date. The stock's 52-week range is $27.37-$34.63, with the last trade near $31.46. In Monday trading, EPD was down about 0.3%. The ex-dividend event and historical payout pace can help gauge whether the current dividend is likely to continue. As always, dividend reliability depends on energy markets, with a long history for EPD. Investors may also monitor the 200-day moving average and recent performance trends.

Cotton Rallies on Wednesday Morning Ahead of Trump/Xi Talks in South Korea

October 29, 2025, 10:58 AM EDT. Cotton prices are higher on Wednesday morning as nearby futures climb about 84 points after Tuesday's gains. The move comes as traders await the Trump/Xi meeting in South Korea. Crude oil futures slipped about $1.13 to $60.16, while the U.S. dollar index edged lower by roughly 0.043 to 98.52. Market data show The Seam auction at 2,151 bales averaging 61.44 cents/lb; the Cotlook A Index sits at 75.60 cents; ICE certified stocks total 17,552 bales. Front-months were higher: Dec 25 at 65.05 (up 49), Mar 26 at 66.60 (up 53), and May 26 at 67.80 (up 50). Traders remain cautiously optimistic ahead of the key talks.

Nvidia Tops $5 Trillion as AI Boom Fuels Market Rally

October 29, 2025, 10:56 AM EDT. Nvidia surged to a $5 trillion market cap, the first company to reach that level as AI chip demand props up US stocks. On the open, Nvidia traded near $207.86 with 24.3 billion shares outstanding, underscoring the stock's investor fervor. CEO Jensen Huang cited a ravenous order flow, including $500 billion in chip orders, and a slate of partnerships: Uber on robotaxis and a $1 billion Nokia investment for 6G tech. Nvidia teams with the DOE to build seven AI supercomputers, and a OpenAI alliance could add at least 10 GW of Nvidia datacenters. Still, officials warn of an AI bubble risk amid euphoria and policy scrutiny.

Hogs Shift Focus to Wednesday After Weaker Tuesday Action

October 29, 2025, 10:54 AM EDT. Lean hog futures posted losses of 60 cents to as much as $1.57 on Tuesday, with open interest down 492 contracts as some longs liquidated. The USDA's national base hog price on Monday afternoon was $88.03, up $2.74 from the prior day. The CME Lean Hog Index fell another 68 cents on Oct. 24 to $92.27. The Tuesday PM pork carcass cutout value dropped $1.06 to $100.02 per cwt, with the rib and ham the only primals higher. Federally inspected hog slaughter for Tuesday was 492,000 head, pushing the weekly total to 985,000, up 6,000 from last week and 5,337 above the same week last year. Traders eye Wednesday for additional price signals.

Cattle Futures Mixed Ahead of Expanded Wednesday Limits

October 29, 2025, 10:52 AM EDT. Live cattle futures settled mixed on Tuesday, with nearby contracts down and deferreds up as open interest fell. The CME has expanded daily limits for live cattle ($10.75) and feeder cattle ($13.75) for Wednesday, opening the door to more activity. Cash trade started lower in NE around $230, with Tuesday bids near $228-230. Feeder futures were pressured, with back months off $9-$12 and nearbys down $1.40 to $5.05. The CME Feeder Cattle Index slid to $360.25. Box beef values were mixed; Choice rose while Select fell. Slaughter through Tuesday reached 119,000 head, week-to-date 224,000, ahead of last week but shy of last year.

Corn Eases Back as Short Covering Wanes, Futures Creep Higher

October 29, 2025, 10:48 AM EDT. Corn prices are down 1-2 cents early Wednesday, reversing early-week gains. Futures closed Tuesday off the midday highs but still in the green, about 3.25 cents higher. Short covering persisted as open interest fell 11,437 contracts. The CmdtyView national average Cash Corn price rose 3.5 cents to $3.92 1/2. Crop Progress data was not reported Monday because of the government shutdown, with traders eyeing roughly 72% harvested as of 10/26. Ahead, EIA data due Wednesday, with expectations for steady ethanol production. Brazil's ANEC estimates October corn exports at 6.19 MMT, down 0.38 MMT from prior. Nearby cash at $3.92 1/2; Dec 25 corn at $4.32, Mar 26 at $4.46, May 26 at $4.55.

Nvidia becomes first company to surpass $5 trillion market capitalization

October 29, 2025, 10:46 AM EDT. Shares of Nvidia surged as the company became the first to top a $5 trillion market capitalization, a milestone that cements its status at the epicenter of the AI era. The run reflects relentless demand for AI accelerators, data-centre expansion, and a growing ecosystem around Nvidia's chips. Analysts say the figure underscores investor confidence in Nvidia's growth trajectory, pricing power, and potential margins, while valuation risks loom. The milestone could influence index weights and fund flows, while rivals scrutinize margins and supply. For traders, the move highlights how AI demand is shaping leadership in the stock market, even as scrutiny over elevated valuations remains a talking point.

U.S. stocks hover near records as Fed decision looms

October 29, 2025, 10:45 AM EDT. U.S. stocks steadied near record highs as investors awaited the Federal Reserve decision on rates. The S&P 500 edged up about 0.3%, the Dow rose ~193 points and the Nasdaq gained around 0.7% as markets priced in a second rate cut this year and ideas about the path for December. Traders also watched the bond market before the policy announcement. Stocks have been buoyed by expectations for offsetting inflation with lower rates, though the Fed warned cuts can fuel price pressures. Corporate results helped momentum: Caterpillar jumped 9.3%, Teradyne up 19%, Nvidia up 4.9% and CVS Health up 3.1, while Mondelez slipped about 3.3%. A government shutdown and AI-driven demand across tech kept sentiment mixed.

Stocks rise as Nvidia optimism fuels gains ahead of Fed decision

October 29, 2025, 10:40 AM EDT. The S&P 500 rose 0.3%, the Nasdaq Composite gained about 0.7%, and the Dow Jones Industrial Average inched up 0.3% as markets waited for the Federal Reserve decision likely to deliver a 25-bp rate cut. Nvidia (NVDA) surged after President Trump signaled easing curbs on China, helping lift the AI-chip stock above a $5 trillion market value for the first time amid a flood of updates from its GTC event. Investors will also watch earnings from the Magnificent Seven: Alphabet (GOOG), Meta, and Microsoft (MSFT) after the bell, with Apple and Amazon on Thursday. Focus remains on AI-driven data center spending and whether results meet lofty expectations.

Goldman Sachs Raises PayPal Target to $72; Mixed Analyst Outlook for PYPL

October 29, 2025, 10:38 AM EDT. PayPal (NASDAQ: PYPL) saw The Goldman Sachs Group raise its price target from $70.00 to $72.00, while maintaining a sell rating and signaling a modest upside of about 1.26% from the prior close. The note sits among a chorus of mixed analyst views: UBS targets $80 (neutral); JMP Securities trims to $100 with a market outperform stance; BNP Paribas Exane lifts to $71 (neutral); BMO keeps a market perform view; Deutsche Bank at $75. Market consensus, per MarketBeat, shows more Hold than Buy and a $83.03 average target. In earnings, PYPL posted Q results with solid margins and guidance, underscoring a balanced near-term outlook while notable insider activity is also cited.

One warning sign that tells you when to sell AI stocks

October 29, 2025, 10:30 AM EDT. AI stocks have run hard, but a single warning sign can override conviction: deteriorating fundamentals and stretched valuations. Watch for slowing revenue growth, margin compression, and rising cash burn in unprofitable AI plays. When the market revalues growth, a drop in profitability or a failed guidance update signals high-risk sell. Use a disciplined approach: set a clear stop-loss, assess catalyst timing such as product launches or regulatory shifts, and consider trimming positions before broad-market pullbacks. Even with exciting AI stories, risk management should govern decisions to take profits or avoid overpaying in frothy conditions.

Lowe's (LOW) Featured in Latest 13F Filings as Hedge Funds Lift Holdings by 3.16%

October 29, 2025, 10:24 AM EDT. From the latest batch of 13F filings (as of 03/31/2025), Lowe's Companies Inc (LOW) was held by 13 of the 20 funds reviewed. The article notes that 13F data only show long positions, not shorts, which can obscure true bets. In this batch, 6 funds raised LOW shares while 4 trimmed positions. Across all funds in the 03/31/2025 cohort (out of 1,655 analyzed), aggregate LOW holdings rose by 439,836 shares, from 13,935,778 to 14,375,614, a gain of about 3.16%. The piece plans to continue tracking groups of managers for potential ideas, with the caveat that group ripples can be more revealing than any single filing.

Which 13F Filers Own VYM? A Look at the 9/30/2024 Filings

October 29, 2025, 10:22 AM EDT. In the latest batch of 13F filings for the 09/30/2024 period, Holdings Channel finds that VYM (Vanguard Whitehall Funds High Dividend Yield ETF) was held by 13 of the 23 funds reviewed. The piece reminds readers that 13F filings only disclose long positions, missing any bearish or short activity. Among the filers, 7 funds increased their VYM shares from 06/30/2024 to 09/30/2024, while 1 trimmed. Looking across all funds that reported owning VYM at 09/30/2024 (out of 2,447), aggregate holdings rose by 93,124 shares to 56,946,823, a roughly 0.16% increase from 56,853,699 on 06/30/2024. The article notes the leading holders and promises ongoing coverage of future filings.

Which Latest 13F Filers Hold BND? Hedge Funds Spotlight the Vanguard Total Bond Market ETF

October 29, 2025, 10:20 AM EDT. New batch of 13F filings for the 06/30/2024 period shows Vanguard Bond Index Funds – Total Bond Market ETF (BND) held by 9 of the 26 funds reviewed on Holdings Channel. Note: 13F filings disclose long positions only and omit shorts. Among the holdings, 3 funds increased their BND positions from 03/31/2024 to 06/30/2024, 2 reduced, and 1 initiated a new position. Across all funds tracked (out of 3,215), aggregate BND shares rose from 154,757,741 to 164,155,001, a gain of 9,397,260 shares or about 6.07%. The article highlights the top holders on 06/30/2024 and emphasizes looking at aggregated changes across groups of funds rather than individual filings for broader ideas.

Which Funds Held TSM in Latest 13F Filings (09/30/2024)

October 29, 2025, 10:19 AM EDT. Latest 13F batch for 09/30/2024 shows Taiwan Semiconductor (TSM) held by 14 funds. A key caveat: 13F filings reveal long positions only, not shorts. In this batch, 5 funds raised TSM shares, 6 trimmed, and 1 started a new position. Net across the 14 funds: -31,621 shares and – $5.636 million in market value. The aggregate TSM share count among the 2,003 funds reviewed fell about -5.38%, from 36,958,059 to 34,971,264. The roundup includes changes such as WD Rutherford (+4,710, +$818k) and Deltec (-14,400, -$2.508m), among others. We'll continue monitoring upcoming 13F filings for shifts in TSM ownership.

US stocks hover near records as Fed decision looms

October 29, 2025, 10:16 AM EDT. U.S. stocks hovered near fresh highs as traders awaited the Federal Reserve's afternoon decision on interest rates. The S&P 500 rose about 0.3%, the Dow gained roughly 193 points, and the Nasdaq climbed around 0.7% as all three indexes traded near record levels. Investors priced in a second rate cut this year, while seeking clues on whether the Fed will keep cutting at its December meeting. Strong earnings from Caterpillar, CVS Health, and Teradyne helped bolster sentiment, though Mondelez pressured the market with a drop tied to cocoa inflation. Nvidia led gains, joining the AI-driven surge as it neared a $5 trillion market cap, underscoring the breadth of gains even with lingering inflation constraints.

HKEX CEO: Exchanges must band together to stay relevant

October 29, 2025, 10:14 AM EDT. HKEX CEO Bonnie Chan says exchanges must band together as investors broaden options beyond equities into private markets and crypto. With Hong Kong listing activity approaching 80 IPOs in recent years and a global IPO rebound, investors seek diversification to hedge geopolitical risk and volatility. Panelists noted rising appetite for U.S. listings and faster IPO cadence in Saudi Arabia, where annual deals jumped to about 40-45. Chan emphasized a return of international investors to Hong Kong and demand for themes like AI, semiconductors and green tech. She also flagged a growing trend in new consumption, citing Labubu dolls as a case study. The core message: closer collaboration among exchanges could help markets stay relevant as investors build broader, multi-asset portfolios.

Nvidia Becomes the World's First $5 Trillion Company as AI Demand Surges

October 29, 2025, 10:12 AM EDT. New York – Nvidia became the world's first $5 trillion company, powered by feverish demand for its AI chips. The milestone arrived at Wednesday's open, less than a year after cracking $4 trillion in valuation. NVDA shares jumped about 3% at the open as the AI surge keeps the stock among the S&P 500's top performers for 2025. Optimism over U.S.-China talks on market access and CEO Jensen Huang's GTC AI conference keynote reinforced the bull case, with plans to deploy Nvidia chips across towers, factories and self-driving systems. Nvidia also announced a $100 billion investment into OpenAI and a $5 billion stake in Intel. Yet some warn the rapid AI rally could be a bubble, even as AI infrastructure spending accelerates and earnings remain strong.

Fiserv to Move Listing to Nasdaq; Shares Slump Ahead of November Switch

October 29, 2025, 10:06 AM EDT. Fiserv Inc said it will transfer its stock listing from the NYSE to Nasdaq, with trading on Nasdaq commencing November 11, 2025. The stock has fallen about 38.89% after Reuters reported the move and as investors digest the latest results. In Q3, GAAP revenue grew 1% YoY, but adjusted revenue missed expectations and adjusted EPS declined 11%. The company also announced the acquisition of CardFree and expanded the Clover platform in Canada. For 2025, Fiserv expects organic revenue growth of 3.5%-4% and adjusted EPS of $8.50-$8.60. The firm rolled out the One Fiserv plan to boost client focus; Merchant Solutions rose 5% contributing to revenue. Analysts: consensus Buy, with a 12-month target around $170; valuation sits near 11x forward earnings vs 16x three months ago.

Biogen (BIIB) Valuation Reassessed as Shares Rally: Opportunity or Risk?

October 29, 2025, 10:02 AM EDT. Biogen (BIIB) stock has regained momentum after a challenging year, with a 30-day return of 8.6% and a 90-day gain near 18%. The market is weighing whether this rebound signals a valuations reset or simply a temporary lift as investors digest Biogen's pipeline progress and the trajectory of its growth outlook. A fair-value narrative places Biogen at about $172.55 versus a last close around $149.13, suggesting the stock could be undervalued if execution meets expectations. Key drivers include demand for LEQEMBI and long-term growth from an aging population, but risks loom from multiple sclerosis competition and potential setbacks in new Alzheimer's therapies. Investors should monitor margins, sales growth, and the pace of pipeline milestones.

RBC Sees Balanced Caterpillar Outlook Amid Mid-Cycle Momentum and AI Energy Infrastructure Thesis

October 29, 2025, 9:22 AM EDT. RBC's outlook on Caterpillar signals a balanced stance amid mid-cycle momentum. Separately, the piece argues that AI's insatiable energy demand could unlock a rare infrastructure play: a company owning critical nuclear assets and specializing in EPC across oil, gas, and renewables. It's positioned as the "toll booth" for the AI energy boom, with a front-row seat to LNG exports and the push to reshore production via tariffs. The narrative weaves AI, energy, and onshoring into a single macro thesis, suggesting the stock could benefit as demand for power grows and capacity expands. While investors chase flashy AI tickers, this company allegedly stands to profit from the backbone of the digital era: electricity and the builders who supply it.

This Day in History: Black Tuesday Sparks the Great Depression on Oct. 29, 1929

October 29, 2025, 9:16 AM EDT. On Oct. 29, 1929, Black Tuesday triggered a market collapse as more than 16 million shares were dumped on the New York Stock Exchange. The plunge, amid fading Roaring Twenties exuberance, collided with agricultural downturns and eroded confidence in the banking and investment system, helping spark the Great Depression. The era of excess gave way to a decade of hardship, shaping economic policy and investor behavior for years to come.

Ardagh Metal Packaging (AMBP) Valuation After Q Results: Is It Undervalued at $4.30?

October 29, 2025, 9:14 AM EDT. Ardagh Metal Packaging (NYSE: AMBP) edged lower after its latest quarterly update, even as the stock has risen about 25.59% year-to-date. A more modest 12.24% TSR over the last year hints that momentum is cooling. The shares trade at a noticeable discount to the analyst targets, with a fair value around $4.30 versus a $3.73 close. The bull case centers on continued capacity expansion, higher plant utilization, and operating efficiency that lowers unit costs and lifts EBITDA margins as volumes ramp. Yet high leverage and volatile aluminum prices pose downside risks that could limit earnings growth. The narrative asks whether the valuation fully reflects the expected turnaround or if further upside remains unpriced.

Nokia Stock Surges 22% as Nvidia Invests $1B to Forge 6G AI Partnership

October 29, 2025, 9:12 AM EDT. Shares of Nokia jumped about 22% after Nvidia announced a $1 billion investment, making Nvidia one of Nokia's largest shareholders and forging a strategic partnership to develop 6G and AI-powered wireless networks. Nvidia will purchase more than 166 million new Nokia shares at $6.01 each, with proceeds earmarked for AI initiatives and general needs. The collaboration includes porting Nokia's 5G/6G software to run on Nvidia's chips and co-developing AI-enabled networking tech. Analysts see the deal signaling a shift for Nokia from traditional telecom gear toward AI infrastructure, with the AI-RAN market forecast to exceed $200 billion by 2030. The stock rally reflects optimism over Nokia's role in Nvidia's evolving AI strategy.

Etsy stock slides as CEO Josh Silverman steps down; Depop's Kruti Patel Goyal to take over in 2026

October 29, 2025, 8:58 AM EDT. Etsy Inc. says Josh Silverman will step down as CEO and become executive chairman by year's end, with Kruti Patel Goyal, head of Depop, set to take over on Jan. 1, 2026. The news accompanied the third-quarter earnings report, which showed a beat on revenue and earnings but a year-over-year decline in GMV (gross merchandise sales). Shares dropped more than 9% in premarket trading on the leadership shift. Silverman, a former eBay executive, steered Etsy through the pandemic-driven surge but growth has cooled amid competition from Amazon, Shopify, Temu, Shein, and TikTok Shop. Tariff-policy changes, including the end of the de minimis exception for small shipments, add further pressure on some Etsy sellers.

Agilysys Stock Surges 22% After Q2 Beat, Rises 2026 Guidance (AGYS)

October 29, 2025, 8:54 AM EDT. Agilysys (AGYS) stock jumped about 22% after the hospitality software maker beat Q2 estimates and raised full-year guidance. The company posted adjusted EPS of $0.40 vs $0.38 consensus and record revenue of $79.3 million, up 16% year over year, marking the 15th straight quarter of record revenue. Subscription revenue rose 33% YoY, now making up about 65.5% of recurring revenue, highlighting the shift to a higher-margin model. Management raised fiscal 2026 revenue guidance to $315-318 million and increased the subscription revenue growth target to 29%. The company also kept its EBITDA margin target at 20% and said it is now debt-free after paying down $24 million. Customers are buying more products per deal, aided by a cloud-native platform.

5 Things to Know Before the Market Opens: Fed Rate Cut, Nvidia Rally, and Mega-Cap Earnings

October 29, 2025, 8:42 AM EDT. Stock futures edge higher as investors await the Fed rate decision after a third straight session of record highs led by the tech rally. Nvidia keeps surging on new deals, while Microsoft, Google, and Meta prepare to report quarterly results. Caterpillar shares rise on strong earnings, and traders watch gold, bitcoin, and the 10-year yield around 3.99%. With AI themes fueling sentiment, traders expect the market to extend its run if the central bank signals a credible path for rate cuts. The session tests the outlook for the Magnificent Seven and the broader market.

Nvidia rallies on strategic deals as Fed decision looms: Morning Squawk roundup

October 29, 2025, 8:40 AM EDT. Nvidia shares surged after deals with Nokia, Eli Lilly and Lucid were announced, plus a domestic production note at its Nvidia AI summit that Blackwell GPUs are being produced in Arizona. The moves come as investors digest the Fed's upcoming 25-basis-point cut, with futures pricing in near-certainty (about 99.9%), while awaiting Powell's post-decision remarks. The government shutdown remains a wildcard for the data and timing of policy signals. The newsletter highlights Nvidia's push into AI partnerships and manufacturing, and how the broader market sits at record highs ahead of the decision, with attention to potential shifts in monetary policy and external data.

Ai-92 gasoline price on St. Petersburg Stock Exchange drops 12% in three days amid sanctions and seasonal demand

October 29, 2025, 8:38 AM EDT.Ai-92 on the St. Petersburg Stock Exchange fell about 12% over three days. The price index dropped from ~74,218 rubles/ton to 6,510 rubles/ton (European part) and from 74,218 to 66,745 rubles/ton (national index). The decline started Monday, with daily losses of 3-5%. 95 gasoline tumbled less: 0.03% Monday, 3.4% Tuesday, 4.8% Wednesday; winter diesel fell 1%/0.4%/1.3%. NBCA data show gasoline indices at late-August-2025 levels; total gas sales slid to 32.82k tons. Regular-92 -3.4%; Premium-95 -14.6%. Analysts cite weaker seasonal demand, refinery restarts, and sanctions. They expect further short-term price corrections, though long declines seem limited by a 0.01% price-down cap.

Piper Sandler positive forecast lifts Precision Drilling outlook; upside potential amid mixed analyst calls

October 29, 2025, 8:26 AM EDT. Piper Sandler raised Precision Drilling's price objective from $74 to $79 and upgraded the stock to an overweight rating, signaling a potential upside of about 31% from the prior close. The note sits among mixed analyst calls, with RBC lifting targets to $117 and maintaining an outperform stance, while Wall Street Zen and Zacks adjusted ratings downward to hold. Market consensus via MarketBeat points to a Moderate Buy with an average target around $98. The stock opened near $60; traders will note a recent earnings miss (EPS of -0.37 vs. 1.20 est) and revenue of $331.9 million for the latest quarter. The crowd of institutional moves and near-term margins will be watched by investors as the drumbeat of targets and ratings continues.

Morgan Stanley Raises NUE Price Target to $165, Signals Upside for Nucor

October 29, 2025, 8:24 AM EDT. Morgan Stanley raised its NUE price target from $152 to $165, endorsing an overweight stance on Nucor. The new target implies about a 14% upside from the prior close. Other brokers also weighed in: Wells Fargo trimmed to $140 with an equal weight rating; Goldman Sachs cut to $173 but maintained a buy view; Jefferies upgraded NUE from hold to buy with a higher target of $170; Bank of America lifted to $165 with a buy rating. Eight firms rate NUE as Buy, two as Hold, and the consensus at MarketBeat sits at a Moderate Buy with a roughly $159 target. NUE recently traded around the mid-$140s, with a Q3 beat ($2.63 vs. $2.30 expected) on revenue of $8.52B, and a current ratio of 2.83. The stock's 52-week range spans $97.59 to $170.52.

Rosenblatt Securities Lifts TeraWulf Target to $24; Buy Rating Suggests ~50% Upside for WULF

October 29, 2025, 8:23 AM EDT. Rosenblatt Securities boosted its target on TeraWulf (WULF) from $20.00 to $24.00, maintaining a buy rating and signaling about a 50.56% upside from the prior close. The move comes amid a broader analyst chorus, with peers issuing higher targets and ratings. MarketBeat shows a Moderate Buy consensus and an average target around $15.83. WULF opened near $15.94, with a lean balance sheet (current/quick ratios ~0.66) and a debt-to-equity of ~2.96, for a market cap near $6.5B. The stock carries a negative earnings multiple (P/E ~ -45.54) and a beta ~3.44. In the latest quarter, WULF posted $47.64M in revenue and a wider loss (-$0.05 vs -$0.04 est). Insider Amanda Fabiano sold 4,600 shares.

Becton, Dickinson Named Top Socially Responsible Dividend Stock with 2.3% Yield (BDX)

October 29, 2025, 8:16 AM EDT. BDX has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signaling above-average DividendRank and a 2.3% yield. The designation weighs environmental and social criteria, including product impact, energy efficiency, human rights, diversity, and governance considerations. BDX also appears in the iShares USA ESG Select ETF (SUSA) holdings, per ETF Channel, underscoring its ESG profile. The stock pays an annualized dividend of $4.16-divided quarterly-with the most recent ex-date on 09/08/2025. Trading in the Medical Instruments & Supplies sector, BDX's dividend history is often cited by investors evaluating the likelihood of continued payments.

Markets price a 25bp Fed cut as data drought shifts Powell toward balance sheet policy and QT end

October 29, 2025, 8:08 AM EDT. Markets are pricing in a 25bp cut by the FOMC as a government shutdown limits data. A 50bp cut or a hold is viewed as unlikely, per CME's FedWatch. With key statistics missing, Chair Powell is expected to pivot toward balance sheet policy and the end of quantitative tightening (QT) rather than new data. The BLS still released inflation data, with the CPI up 0.3% in September and about 3% year over year, while the employment picture remains unclear due to the missing payroll report. Deutsche Bank's Jim Reid and UBS's Paul Donovan signal the Fed may announce QT wind-down next month. Powell's press conference could emphasize policy framework and financial stability amid the data void.

Markets Brace for Milei Victory as Dollar Stability and IMF Bailout Shape Argentina's Future

October 29, 2025, 7:24 AM EDT. Argentina's political shift under Milei has sparked fresh market moves as investors weigh the long-term effects of a US-backed bailout and a push to curb inflation. Milei's win, reinforced by an alliance with the center-right, raises questions about the durability of market stability and the peso amid persistent dollar dynamics. The IMF has lent roughly $20bn this year, with disbursements ongoing, while the US bailout-about $40bn-echoes through policy and sentiment. Since December, inflation has fallen from over 200% to about 30%, but surging imports and weaker real wages weigh on jobs and businesses. Analysts warn that Peronism remains a political wildcard and that anti-Peronism sentiment could shape reform debates and risk appetite.

2 Dirt Cheap Stocks to Buy With $300 Right Now: Verizon and Carnival

October 29, 2025, 7:22 AM EDT. Amid an elevated market, this note flags two dirt-cheap ideas you can start with a $300 budget: Verizon (VZ) and Carnival (CCL). These aren't about explosive growth but bargain-basement valuations and steady cash flow. Verizon has not posted revenue growth above 6% since 2009, underscoring its defensive appeal rather than hype. Carnival offers a different risk/reward as travel rebounds, potentially unlocking upside from a beaten-down price. Together, they illustrate how a small bet can gain exposure to reliable income and value, even when the broader market runs hot. As always, perform your own due diligence and fit these ideas to your risk tolerance and time horizon.

Micron Stock Forecast Jumps on AI-Fueled Memory Supercycle Signals from SK Hynix

October 29, 2025, 7:20 AM EDT. Micron Technology's stock climbs in pre-market after rival SK Hynix forecasts a prolonged memory supercycle driven by AI demand. SK Hynix says DRAM supply constraints will persist as AI spending outpaces capacity, underpinning prices. Micron expands AI memory capacity, with HBM3e chips powering Nvidia Blackwell GPUs, contributing to strong Q4 results: revenue $11.2B, EPS $3.03; guidance for next quarter revenue $12.5B, EPS $3.75. Analysts, including Citi's Danely, raise targets on tight supply and AI demand. Investors await Micron's fiscal Q1 results on December 17 to confirm momentum into 2026. Overall, the AI memory rally lifts valuations for MU and other memory names.

2 Dirt Cheap Stocks to Buy With $300 Right Now: Verizon and Carnival

October 29, 2025, 7:18 AM EDT. Two industry leaders are trading for under 12x forward earnings, making a $300 starter feasible. Verizon and Carnival present bargain valuations even in an elevated market. Verizon is a cash machine with a double-digit normalized net income margin, a hefty dividend yield (about 7.1%), and an 8-9x forward/trailing multiple that keeps it appealing as a defensive, income-driven pick. Carnival, near $28, offers exposure to a slowly recovering cruise sector with a modest market cap and improving fundamentals, though sentiment remains volatile. The takeaway: in a market where winners lag, these cheap names could weather downturns and offer upside as conditions improve. A $300 stake can diversify into income plus reopening exposure.

TopBuild (BLD) posts 183% five-year return as EPS growth outpaces stock gains

October 29, 2025, 7:16 AM EDT. Over five years, TopBuild Corp. (NYSE: BLD) has surged about 183%, with the stock up 18% in the latest quarter and a ~8.7% market backdrop over three months. The five-year compounded EPS growth of ~28% outpaces the roughly 23% annualized share price gain, suggesting earnings growth has supported the rally even as market sentiment turned cautious. One-year TSR sits around 25%, hinting momentum in the near term. The note also flags two warning signs and points to investor-worthy considerations like modest CEO pay versus peers and potential upside from insider activity. As fundamentals evolve, investors should weigh earnings durability against valuations and the two cautions highlighted by analysts.

Boeing Stock Faces Test as JP Morgan Expects 777X Charge and Cash-Flow Watch

October 29, 2025, 7:08 AM EDT. Markets await Boeing (NYSE: BA) results as JP Morgan's Seth Seifman outlines a potential multi-billion charge linked to the 777X program. The expected hit, centered on a delay to FAA service entry, could run around $4 billion, with final size hinging on timing. The charge could weigh on free cash flow in 2026-27, prompting Seifman to trim those years' projections even though the issue is largely timing. On the bright side, 737 and 787 deliveries are rising and the FAA has approved boosting production to 42 per month. Seifman maintains an Overweight rating with a $251 target, implying about 12% upside from here, assuming cash flow stabilizes beyond 2027.

US stock market futures mixed as Dow slips while Nvidia leads AI rally ahead of Fed decision

October 29, 2025, 6:58 AM EDT. US stock futures opened mixed: Dow futures down about 0.07%, S&P 500 futures flat, Nasdaq 100 futures up a touch amid bets on a Fed rate cut. Markets price a 25 bps cut to 3.75%-4.00% as a key milestone. Nvidia remains at the center of the AI rally, lifting sentiment as it nears a roughly $5 trillion market cap after new product launches. Traders eye Trump-Xi talks and a potential easing of tariffs, with optimism supporting megacap tech but warnings on elevated valuations and the ongoing government shutdown. Earnings from MSFT, META, GOOGL due tonight; Apple and Amazon later. Movements in Broadcom and others in focus; caution ahead of the next 48 hours.

__symbol__ Stock Quote Price and Forecast

October 29, 2025, 6:48 AM EDT. Confluent, Inc. builds a data infrastructure platform focused on data in motion. Its offerings include Confluent Cloud, Confluent Platform, WarpStream BYOC, Connectors, Flink, Stream Governance, and Confluent Hub, with services spanning application architecture engagement, multi-data-center support, security, upgrades, and AWS cloud deployments. Founded in 2014 by Edward Jay Kreps, Neha Narkhede, and Jun Rao and headquartered in Mountain View, CA, the company targets real-time data streaming and governance for enterprises. The stock's near-term outlook hinges on enterprise adoption of real-time data pipelines, product momentum across cloud deployments, and competitive dynamics in the data-in-motion space, which influence the price and forecast trajectory.

Nvidia Stock to Move Higher as AI Capex Fuels GPU Demand Over the Next Three Years

October 29, 2025, 6:44 AM EDT. Nvidia has surged ~1400% over the past three years, driven by the AI megatrend. Since ChatGPT's launch, broader markets have rallied, but Nvidia stands out as the GPU leader powering training and inference for generative AI. The company has benefited from unprecedented revenue acceleration and expanding profit growth, underpinned by strong pricing power in a GPU-constrained market. A key driver is capex, as hyperscalers invest in data centers and AI infrastructure, with estimates suggesting trillions of dollars in spend by 2030. Nvidia's dominance, combined with this AI infrastructure buildout, suggests the potential for further upside even if demand isn't peaking yet. Investors are watching capex trends and competition, which could shape the stock's trajectory in the coming years.

Futures Rise on AI Optimism as Nvidia Leads Gains; Fed Rate Cut Bets Grow

October 29, 2025, 6:42 AM EDT. U.S. stock futures rose as AI optimism underpinned sentiment, with S&P 500 and Nasdaq 100 futures higher. Nvidia jumped more than 8% in Asian trading on Blue Ocean, signaling potential gains on Wall Street after President Trump said he plans to discuss the company's Blackwell chips with Xi Jinping. CEO Jensen Huang announced new partnerships and dismissed fears of an AI bubble. Investors await the Magnificent Seven earnings lineup-Alphabet, Meta and Microsoft after the close today, followed by Apple and Amazon tomorrow. The Fed is widely expected to cut rates by 25 basis points later, with traders parsing Chair Powell's remarks for guidance on further easing.

Wall Street Analysts See S&P 500 Could Rally to 9,000 or Fall to 4,900 in 2026

October 29, 2025, 6:38 AM EDT. Wall Street analysts see a wide 2026 path for the S&P 500. Evercore's Julian Emanuel models a base near 7,750, with a 25% chance of a 9,000 rally if AI lifts stocks and the Fed eases. By contrast, Morgan Stanley's Mike Wilson sketches a downside around 6,500 by mid-2026, with a risk of roughly a 30% drop to 4,900. Earnings are forecast to rise about 14% in 2026, up from 11% in 2025, which could translate to similar gains in the index if multiples stay firm. The forward P/E sits at 22.7, well above the 5- and 10-year averages, signaling lofty valuations. Bottom line: earnings strength supports upside, but a bubble or recession could derail the path.

Prediction: Bitcoin Could Fall Below $100,000 Within a Year, Says Market Outlook

October 29, 2025, 6:34 AM EDT. Bitcoin has stunned traders with a decade-long run, but the author argues the rally faces a setback as the asset trades like a risk-on tech proxy rather than a safe haven. While BTC remains the marquee crypto amid a $2.3 trillion market, its price action has shown marked similarity to the Nasdaq Composite, not the steady pull of gold. The piece asserts that if the broader stock market stays pressured, Bitcoin could retreat and sit below the $100,000 level a year from now. Catalysts cited include tariff tensions, a possible government shutdown, and persistent inflation that drums up volatility in risk assets. The author concedes forecasting timing is tough, but stresses that a high-valuation stock market backdrop could pin Bitcoin lower in the near term.

US stocks edge higher ahead of Fed decision as Nvidia climbs and AI bets loom

October 29, 2025, 6:31 AM EDT. U.S. stocks were broadly higher as investors waited for the Federal Reserve's policy decision, eyeing a likely quarter-point rate cut and potential hints on future easing. S&P 500 futures rose ~0.3%, Nasdaq-100 futures ~0.6%, while Dow futures were flat after a fresh record session. The market awaits guidance from Chair Jerome Powell on the pace of further rate cuts. Nvidia extended gains after its GTC event, inching toward a record market value and keeping a glow around AI spend. Focus shifts to the Magnificent Seven earnings, with Alphabet, Meta, and Microsoft reporting; Apple and Amazon due Thursday. Trade thaw with Beijing and a possible Xi meeting add modest tailwinds, while oil steadies as sanctions and stockpiles weigh prices.

Vodafone Group PLC expands IoT, cloud, and financial services footprint

October 29, 2025, 6:28 AM EDT. Vodafone Group PLC is a leading telecommunications provider operating across Germany, the United Kingdom, the rest of Europe, Turkey, and South Africa. It offers mobile and fixed services, plus connectivity solutions for digital services, the IoT and financial services, and IoT platforms. The company provides cloud, multi-cloud, and edge computing capabilities, and operates M-PESA-its African mobile money platform-for payments and financial services. Additional offerings include unified communications, mobile connectivity, IoT connectivity, and security services; it leases fibre and other fixed connectivity and manages infrastructure assets, shared operations, and growth platforms. Vodafone serves private and public sector customers in health, banking and finance, transport and logistics, retail, utilities, and agriculture. Founded in 1984 and headquartered in Newbury, UK.

S&P Global Stock: Should You Buy Ahead of Oct. 30 Earnings?

October 29, 2025, 6:26 AM EDT. S&P Global sits near a duopoly with Moody's in essential financial data, ratings and analytics. Its services endure across markets, but its credit-rating business is sensitive to inflation and rate moves. After a volatile 2022-23, growth stabilized in 2024 as the Fed cut rates, though 1H 2025 cooled on macro headwinds. Management still expects full-year revenue up 5%-7% and adjusted EPS up 8%-10% to $17.00-$17.25. In 1H 2025, revenue growth was about 7% with roughly 9% EPS growth. With the stock around $495, investors will weigh whether Q3 earnings can validate returning momentum and whether full-year guidance can be raised ahead of the Oct. 30 print.

Ranked: The World's 50 Most Valuable Companies in October 2025 – Nvidia Nears $5 Trillion

October 29, 2025, 6:22 AM EDT. As October 2025 closes, the tech-heavy landscape shows Nvidia pulling ahead of the Magnificent Seven with a near $5 trillion valuation. The surge helps lift the global top 50 by market cap, with AMD crossing the $400 billion mark for the first time thanks to a slate of catalysts, including an OpenAI chip deal and a quantum computing collaboration with IBM. From the list, the dominance of tech remains pronounced, underscoring how megacaps shape the market. The ranking, as of Oct. 24, is based on market capitalization data from CompaniesMarketCap and presented via Voronoi visualizations, highlighting the crowding of giants across consumer, energy and financial sectors.

Quantum Computing (QUBT) Price Target Surges 29.5% to $26.86

October 29, 2025, 6:20 AM EDT. The average one-year price target for Quantum Computing (NasdaqCM: QUBT) rose to $26.86, up 29.51% from $20.74 (Sept 27, 2025). Targets span $15.15-$42.00, with the mean target about 80.09% above the latest close of $14.92. Fund sentiment shows 333 institutions holding QUBT, up 54% this quarter, with an average weight of 0.10% and total shares near 63.3M. The put/call ratio is 1.23, signaling a bearish tilt. Major holders increasing stakes include Jane Street (4.98M, 2.22%), Anson Funds (4.68M, 2.09%), Vanguard's VTSMX (3.86M, 1.72%), Geode (2.63M, 1.17%), and Citadel (2.41M, 1.08%). Investors should weigh the upgraded target against elevated options activity and risk.

Tesla Faces Headwinds, but New Models Could Revive Momentum

October 29, 2025, 6:16 AM EDT. Tesla's year-over-year deliveries decline and headwinds in the U.S. and Europe have cooled the rally, even as the stock recovers some ground in 2025. After a Q3 where revenue rose 12% but EPS missed at 50 cents vs 54, net income fell 37%, sentiment remains volatile amid Musk-Trump tensions. Canaccord sees a potential turnaround as new EV models could lift global sales momentum and blunt the post-Q3 tax-credit cliff in the U.S. The shares have swung from a meteoric run to a choppy path, up about 22% in 2025 yet still below the all-time high. Key catalysts will be delivery momentum, margin trends, and any new model announcements that could reaccelerate Tesla's growth.

Nvidia stock rises above $200 as CEO keynote outlines AI-led expansion

October 29, 2025, 6:14 AM EDT. During Nvidia's keynote, CEO Jensen Huang outlined a bold AI-driven growth path as the stock rose above $200. He defended U.S. leadership in AI and chips, stressing the risk of falling behind without continued investment and skilled immigration. Key announcements included a deal with Lilly to deploy 1,000 GPUs for drug discovery, and collaboration with the DOE to build seven supercomputers, including one with 10,000 GPUs. Additional ties with CrowdStrike emphasized ecosystem expansion. The cadence of news often lifts the stock, with Nvidia's market cap approaching the $5 trillion mark after a $4 trillion milestone in July. Investors will monitor margins, supply dynamics, and AI demand sustainability.

Robinhood Markets (BIT:1HOOD) Price Target Up 16.53% to €124.88

October 29, 2025, 6:06 AM EDT. Robinhood Markets (BIT:1HOOD) sees its latest price target raised to €124.88 per share, a 16.53% increase from the prior €107.17 target as of September 29, 2025. The new target sits amid a broader analyst range with targets from €62.93 to €154.47. The average target suggests a slight 1.06% dip versus the latest close of €126.22. Fund sentiment shows 1,765 funds or institutions holding positions, up 24.3% quarter over quarter. Major holders include JPMorgan Chase, Vanguard funds, and other institutions, signaling a diversified ownership base and evolving allocations to 1HOOD.

Naspers Limited – Depositary Receipt (NPSNY) Price Target Falls 79.69% to $17.34

October 29, 2025, 6:00 AM EDT. Analysts have trimmed the average one-year price target for Naspers Limited – Depositary Receipt (OTCPK:NPSNY) to $17.34 per share, a drop of 79.69% from the prior estimate of $85.37 (Sept 29, 2025). The latest targets range from $13.53 to $20.30. The new average represents a 57.30% decline from the latest close of $40.60. Fund sentiment shows 17 funds or institutions holding positions, up 3 quarter over quarter; average portfolio weight is 0.35%, and total institutional shares rose to 160K. Notable holders include Resolute Advisors (50K), MPLAX (30K), Generali Investments CEE (24K), Yousif Capital Management (12K) (down from 15K); Boston Common Asset Management (10K). Data courtesy of Fintel.

EPWK Holdings Faces Nasdaq Delisting After Sub-$0.10 Bid Price; Appeal Pending

October 29, 2025, 5:58 AM EDT. EPWK Holdings Ltd. (Class A: EPWK) has received a Nasdaq delisting notification after its shares closed at or below $0.10 for ten straight trading days. The company has filed an appeal and requested a hearing, which will temporarily stay the suspension of its securities pending the outcome. Traders show caution, with an average trading volume around 26.3 million and a Strong Sell technical signal on TipRanks. The update underscores liquidity and market-access challenges for this micro-cap, and any final delisting decision will hinge on the hearing outcome and Nasdaq's review.

Coty (COTY) Price Target Slashed to $5.19; Fund Sentiment Remains Bullish

October 29, 2025, 5:52 AM EDT. Coty (NYSE: COTY) sees its average 1-year price target trimmed to $5.19, down 12.26% from $5.92 as of Sept. 27, 2025. The target range spans $3.54-$10.50, with the latest target implying a 29.18% upside from the latest close of $4.02. On the fund side, 629 institutions hold COTY shares, with aggregate weight around 0.06%; total shares dip 1.00% to 406.824M. The put/call ratio is 0.36, signaling a bullish tilt. Notable holders include BNP Paribas Arbitrage (3.94%), Banco Santander (2.64%), Credit Agricole SA (2.35%), and Ameriprise Financial (1.88%, down from 22.347M). Source: Fintel.

Sika (SWX:SIKA) Price Target Decreased by 10.15% to CHF 234,98

October 29, 2025, 5:50 AM EDT. Analysts trimmed Sika's one-year price target to CHF 234,98, a 10.15% drop from CHF 261,52 on Sep 27, 2025. The target range spans CHF 161,60 to CHF 367,50, with the average up 39,45% versus the latest closing price of CHF 168,50. Sika's current dividend yield is 2.14%, and the payout ratio stands at 0.48. The 3-Year dividend growth rate is 0.24%, indicating gradual dividend growth. Fund sentiment shows 332 institutions owning SIKA, down 2.64% last quarter, with an average portfolio weight of 0.43%. Major holders include ANWPX, VGTSX, VTMGX, IEFA, and AGTHX, among others, with slight changes in holdings and allocations.

Imugene Price Target Falls 57.72% to $4.15; Fund Sentiment Shifts as Institutions Cut Holdings

October 29, 2025, 5:46 AM EDT. Imugene (OTCPK: IUGNF) price target fell to $4.15 from $9.81-a 57.72% cut as of September 29, 2025. Analysts' one-year targets range from $0.47 to $8.06, with the average price target up 10,271.35% from the latest close of $0.04. Fund sentiment shows 16 funds holding positions, with an average portfolio weight of 0.00% (up 57.42%). Total shares owned by institutions fell 61.12% to 85,821K. Large holders include VTMGX (19.14%); others include SCHC, SPDW, and VGTSX with varying changes. The story is from Fintel and includes data on ownership, fund allocations, and analyst targets.

Loncor Gold (LONCF) Price Target Cut 16.97% to $1.12 as Institutional Ownership Rises

October 29, 2025, 5:44 AM EDT. Loncor Gold (LONCF) sees its average one-year price target trimmed to $1.12 per share, a 16.97% drop from $1.35 (Sept 29, 2025). The latest targets span $0.99-$1.27; the target is still up 250.24% from the latest close of $0.32. On the ownership side, three funds own positions, averaging 0.95% of the company, up 2.82% in portfolio weight, with institutional shares rising 6.89% to 13,960K in three months. Notable holders: GRHIX with 6,917K shares (3.92%), up from 4,917K; AVALX with 4,643K (2.63%), vs 4,143K previously; and UNWPX with 2,400K (1.36%). Source: Fintel; data cover fundamentals, ownership, fund sentiment, and more.

BTDR Price Target Raised to $32.84 as Analysts Turn Bullish

October 29, 2025, 5:42 AM EDT. Bitdeer Technologies Group (BTDR) sees a fresh price target of $32.84, up 31.38% from the prior $25.00 estimate dated Sept 27, 2025. The new target sits among a range of $19.19 to $52.50 per share and implies a 36.28% gain from the latest close ($24.10). Fund sentiment remains bullish: 222 institutions hold BTDR, up +61 in the last quarter, with average weight 0.27% and a 42.60% rise in holdings to 51,439K shares. The put/call ratio is 0.68, signaling optimism. Major holders include Bank of America (6,337K / 3.79%), Barclays (2,871K / 1.72%), UBS (2,783K / 1.66%), and VanEck (2,143K / 1.28%). The story originated on Fintel.

Electro Optic Systems EOS Price Target Surges to 8.66, Up 94.8% as Institutional Interest Expands

October 29, 2025, 5:40 AM EDT. EOS (ASX: EOS) sees its average one-year price target rise to 8.66 per share, a 94.84% jump from the prior estimate of 4.44 (Sept 27, 2025). The target is a composite from multiple analysts; ranges span 1.60 to 11.76. The new target also implies a +39.23% lift from the latest close of 6.22. On the fund front, 16 institutions report positions in EOS, up 3 owners (23.08%), with average portfolio weight at 0.09% and a +41.41% increase in the weighted presence. Total institutional shares climb to 9.72 million (up 207.87%). Notable holders include FIGRX, NEAGX, FSLCX, and FDKFX. Story note: data from Fintel.

VusionGroup (SRBEF) Price Target Increased by 12.97% to 341.34

October 29, 2025, 5:38 AM EDT. Analysts lifted the average one-year price target for VusionGroup (OTCPK:SRBEF) to $341.34 per share, a 12.97% increase from the prior $302.14 estimate dated Aug. 5, 2025. The target range spans $318.35 to $373.85. The new average implies a roughly 115.49% premium versus the latest closing price of $158.40. Institutional sentiment remains constructive, with 58 funds reporting SRBEF positions and total shares held at about 1.5 million. Leading holders include SMCWX (576k shares, 3.44%), BCSFX (434k, 2.59%), along with smaller allocations from VGTSX and VTMGX. The fund community's shifts indicate rising interest in SRBEF across several international equity funds.

First Majestic Silver Price Target Increased by 44.86% to €13.67 (FMV)

October 29, 2025, 5:36 AM EDT. Analysts have raised First Majestic Silver's (FMV) average 1-year target to €13.67 per share, a 44.86% jump from the prior €9.44 (Sept 29, 2025). The new target sits inside a €10.74-€16.56 range; the latest close was €10.58. Fund data show 338 funds hold FMV, with total institutional shares up 9.91% in three months to about 285.997M. Major holders include VanEck Associates (32.754M, 6.68%), Toroso Investments (18.434M, 3.76%), Amplify Junior Silver Miners ETF (18.383M, 3.75%), GDX (14.776M, 3.02%), and MIRAE Asset Global ETFs (13.667M, 2.79%), the latter up from 7.845M previously.

Mister Spex MRX Price Target Raised to €4.42 (+14.75%)

October 29, 2025, 5:34 AM EDT. Mister Spex SE (MRX) sees a higher price target after analysts raised the average 12-month target to €4.42 from €3.85 in the prior note, a 14.75% upgrade dated Sept. 27, 2025. The new target sits within a range of €2.34-€6.30 and implies a potential upside of about 208.85% from the latest close of €1.43. On the institutional side, two funds report positions in MRX, with combined ownership near 2K shares and an average portfolio weight of 0.00%. Notably, DFA Investment Dimensions Group International Social Core Equity Portfolio holds about 1K shares, and SPDR Portfolio Europe ETF holds about 1K shares after a 26.73% quarterly allocation trim. Story from Fintel; views do not reflect Nasdaq, Inc.

MGDDF Price Target Cut 10.96% to $39.92; Institutional Holdings Edge Higher

October 29, 2025, 5:32 AM EDT. The average one-year price target for Compagnie Générale des Établissements Michelin Société en commandite par actions (OTCPK: MGDDF) has been revised to $39.92 per share, down 10.96% from $44.83 dated August 21, 2025. The range of targets spans $31.18 to $49.27; the latest target implies a 6.03% drop versus the latest close of $42.48. Fund sentiment shows 411 funds or institutions holding positions, up 0.49% in the last quarter, with average portfolio weight at 0.31% (up 6.49%). Total institution-owned shares rose 9.92% to 118,652K. Notable holders include VGTSX with 10,025K (1.43%), CAIBX with 8,229K (1.17%), VTMGX with 6,237K (0.89%), AMECX with 6,000K (0.86%), and MIEIX with 5,551K (0.79%).

Neste Oyj – Depositary Receipt (NTOIY) Price Target Raised 11.99% to $10.48

October 29, 2025, 5:30 AM EDT. Neste Oyj – Depositary Receipt (NTOIY) now carries a one-year average target of $10.48, up 11.99% from the $9.36 estimate (Sept 29, 2025). Analysts' targets span $6.90-$17.02, with the latest target representing a 5.34% rise from the latest close of $9.95. Industry funds: six institutions hold NTOIY, with average portfolio weight at 0.01% (up 89.33%); total institutional shares sit at 38K, down 92.20% over the past quarter. Top holders include Rhumbline Advisers with 28K (down 1.66%), GAMMA Investing with 5K, and SPWO – SP Funds S&P World (ex-US) ETF with 4K (up from 2K). Salomon & Ludwin and ENDW hold little to no shares. The data originate from Fintel; opinions do not reflect Nasdaq.

Hanmi Pharm. Co. (KOSE:128940) Price Target Up 10.91% to ₩432,225; Div Yield 0.31%

October 29, 2025, 5:28 AM EDT. Hanmi Pharm. Co. (KOSE:128940) sees a revised one-year price target of ₩432,225, up 10.91% from ₩389,698 as of Sept. 27, 2025. The target set is the average of analyst estimates; ranges span ₩323,200 to ₩546,000. The new target implies a 6.59% gain from the latest close of ₩405,500. The stock offers a dividend yield of 0.31% and a payout ratio of 0.15, suggesting modest income versus growth. On the fund side, 58 funds or institutions hold positions, down 28.40% quarter-over-quarter, with total shares at about 362K and an average weight of 0.12%. Large holders include VGTSX (89K shares), VTMGX (55K), IEMG (50K), DFCEX (22K), and SCHF (14K).

SMCP Price Target Up 12.98% to €7.81 on ENXTPA

October 29, 2025, 5:26 AM EDT. SMCP (ENXTPA:SMCP) sees its average one-year price target rise to €7.81 per share, up 12.98% from €6.92 (Sept 27, 2025). The target reflects consensus from multiple analysts, with ranges from €6.06 to €8.61. The new target is 29.57% above the latest close of €6.03. Fund sentiment shows 29 institutions hold positions, collectively about 867k shares (0.01% avg weight), down 5.27% in three months. Notable holders include Avantis International Small Cap Value ETF (207k shares) and DFIEX (136k). The data underline a cautious but constructive environment for SMCP as institutional exposure tweaks continue.

United Airlines Holdings (XTRA:UAL1) Price Target Up 10.51% to €106.71

October 29, 2025, 5:24 AM EDT. Analysts have raised the average one-year target for United Airlines Holdings (XTRA:UAL1) to €106.71, a 10.51% jump from €96.56 dated September 29, 2025. The targets span €39.98 to €140.32, with the average price target implying a 26.50% gain versus the latest close of €84.35. On the fund side, 1,653 funds report positions, and institutional ownership rose in the last quarter while total shares held by institutions fell 1.45% to 334,711K. Leading holders include Capital International Investors (≈6.79%), Primecap Management (≈5.82%), Sanders Capital (≈4.48%), AGTHX (≈4.20%), and VTSMX (≈3.25%).

Orkla India IPO Day 1: GMP, Subscription Status and Investor Takeaway

October 29, 2025, 5:22 AM EDT. Orkla India Limited kicked off its IPO today, with a price band of ₹695-₹730 per share and an OFS-backed issue size of ₹1,667.54 crore. The GMP is around ₹108, signaling strong grey-market warmth ahead of the bid opening. By 2:03 PM, overall subscription stood at 0.53x, with a retail portion at 0.68x and NII at 0.87x. The issue is part of the OFS route and lists on the BSE and NSE; lot size is 20 shares, with allotment likely on 1 November 2025 and listing around 6 November 2025. KFin Technologies is the registrar; ICICI Securities, Citi, JP Morgan, and Kotak Mahindra Capital are the lead managers. Investors will watch how demand evolves in the remaining bidding days.

3 Small-Cap Stocks We're Skeptical Of

October 29, 2025, 5:20 AM EDT. Small-cap stocks can offer outsized gains, but mispricings are common where coverage is thin. In this look at three names we're avoiding, each faces profitability or balance-sheet headwinds. FSTR trades at $26.65 with a forward EV-to-EBITDA of 6.2x, yet five-year sales declined ~1.6% annually, free cash flow margin is only 0.3%, and ROIC sits near 4.5%, signaling limited reinvestment opportunities. KFRC has seen revenue drop 9.2% over the last two years, EPS fall ~13.8% annually, and waning ROIC. AUB shows stagnating tangible book value per share and tepid guidance for capital generation. These dynamics illustrate why StockStory remains skeptical on these names and suggests weighing higher-quality peers or broader indices instead.

Trump's Asia charm offensive lifts Nikkei to record highs as global stocks rally

October 29, 2025, 5:18 AM EDT. Stocks across Asia mostly rose as Japan's Nikkei 225 jumped 2.2% to a fresh record of 51,307.65, helped by Trump's charm offensive and investment commitments. South Korea's Kospi and China's Shanghai Composite also posted gains, while Australia's ASX 200 slipped on higher inflation data. In the United States, major indices extended record highs, with the S&P 500, Dow, and Nasdaq reaching new peaks amid expectations of a Federal Reserve rate cut. Traders weighed Trump's visit, tariff tensions with China, and a potential trade deal with South Korea, though concerns over the logistics of a large U.S. investment pledge linger. Investors awaited the Fed's rate decision and upcoming earnings from marquee names.

Stock Futures Rise Ahead of Fed Decision and Key Tech Earnings

October 29, 2025, 5:16 AM EDT. Stock futures edged higher ahead of a Federal Reserve decision and a clutch of major tech earnings, with optimism powered by an AI rally. Dow futures slipped about 29 points, while S&P 500 futures rose roughly 0.3% after the index closed at a record, and Nasdaq-100 futures gained about 0.5%. Traders are watching for signals from the Fed, even as enthusiasm centers on AI-driven growth. President Trump said he would discuss Nvidia's advanced Blackwell chips with Xi Jinping during their summit in South Korea, fueling hopes Beijing could ease semiconductor curbs as part of a broader trade deal.

Euronext CEO open to European exchange consolidation, including London

October 29, 2025, 5:12 AM EDT. During a CNBC interview, Euronext CEO Stéphane Boujnah signaled openness to broader consolidation among Europe's stock exchanges, a proposal championed by German Chancellor Friedrich Merz. Boujnah noted that Euronext has built a combined trading and order book platform that could underpin a single European exchange. He also hinted on whether the London Stock Exchange could join such a venture, though no firm commitments were reported. The comments highlight ongoing debates on cross-border market structure in Europe.

S&P 500 and Nasdaq futures rise ahead of Fed decision as Big Tech earnings loom

October 29, 2025, 4:58 AM EDT. U.S. stocks rose modestly as traders awaited the Federal Reserve's policy decision, with S&P 500 futures and Nasdaq 100 futures higher while the Dow held gains. The market is pricing in a quarter-point rate cut and watching for Powell's guidance on further easing. Nvidia jumped premarket on a flurry of updates, eyeing a potential path toward the $5 trillion market-cap milestone. Attention shifts to the Magnificent Seven earnings, led by Alphabet, Meta Platforms and Microsoft, with results from Apple and Amazon due after the bell. Analysts expect continued AI-driven spending to support profits, though any soft read could weigh on sentiment. Meanwhile, easing U.S.-China tensions and geopolitical developments provide a modest tailwind.

Fed Rate Decision and Big-Tech Earnings Set to Test the Market as S&P 500 Reaches Crossroads

October 29, 2025, 4:22 AM EDT. As the S&P 500 rides a three-year bull run, the coming week hinges on the Federal Reserve's interest-rate decision on Oct. 29 and the quarterly results from Alphabet, Meta Platforms, Microsoft, Amazon, and Apple. Market expectations center on another 0.25-point cut and commentary on the path of future cuts, but tariffs and inflation risks could complicate the Fed's decision. A surprise deviation could unsettle stocks, especially if guidance hints at slower growth or weaker margins. Because the five tech giants alone carry a meaningful share of the index, their Oct. 29-30 reports could swing sentiment. Traders will parse guidance on growth, costs, buybacks, and profit margins to judge whether the rally can persist or lose steam.

Europe set to open lower as investors await Fed rate decision and key earnings

October 29, 2025, 4:14 AM EDT. European stocks are set to open lower as traders await the Fed rate decision, with a quarter-point cut widely expected to bring the federal funds rate to the 3.75%-4.00% range. Investors will scrutinise Chair Jerome Powell's post-meeting tone for signs of a dovish stance. The week is heavy on earnings, with Alphabet, Meta Platforms and Microsoft due after the U.S. close, and Apple and Amazon on Thursday. In Germany, Deutsche Bank beat expectations as four divisions show strength, while Santander posted nine-month profits that topped revenue estimates but faced a court ruling on motor-finance commissions. Traders also weigh cooling US-China tensions ahead of Trump-Xi talks. The path for 2026 remains sensitive to the pace of further rate cuts versus growth risks.

Two Favorite Stocks to Buy Right Now: Deckers Outdoor Leads the Pack

October 29, 2025, 4:12 AM EDT. Despite the market trading at all-time highs and bubble chatter, there are still bargains. Deckers Outdoor (DECK) has fallen about 60% from January as tariffs and softer domestic demand weighed on sentiment, yet Q2 results showed resilience: revenue up 9.1% to $1.43 billion, gross margin around 62%, and EPS of $1.82 beating estimates. The spotlight is on the international segment, with revenue up 29.3%, signaling the strength of the Hoka and Ugg brands beyond the U.S. However, management cut full-year guidance to about $5.35 billion in revenue and EPS of $6.30-$6.39, with tariffs expected to cost roughly $150 million. Still, Deckers' long track record of outperformance and durable brand momentum keep it on the radar as one of the two chosen stocks.

Royal Caribbean Cruises: Great Earnings Don't Float The Boat (NYSE:RCL)

October 29, 2025, 3:56 AM EDT. Royal Caribbean Cruises (RCL) delivered strong quarterly earnings, but the market didn't reward the stock as expected. The piece argues that even with improved cash flows and a favorable demand backdrop, shares have faced headwinds from valuation concerns, macroeconomic uncertainty, and travel demand volatility. The author, a value-oriented investor from Crude Value Insights, highlights the tension between intrinsic value and near-term price action, urging readers to focus on fundamentals rather than headlines. The article also includes standard disclosures from the author and Seeking Alpha, noting no positions and that past performance is not a guarantee. In short, great earnings haven't translated into a rising share price for RCL.

tZERO Announces 2026 IPO Backed by ICE, Highlighting Growth of Tokenized Securities

October 29, 2025, 3:54 AM EDT. tZERO Group, a US-based blockchain infrastructure firm focused on tokenized securities and real-world assets (RWA), plans to go public via a traditional IPO in 2026. Backed by Intercontinental Exchange (ICE), the NYSE parent, the company positions itself as a regulated bridge between traditional markets and blockchain innovation. Founded in 2014, tZERO operates an SEC-compliant platform for capital raising and secondary trading of digital securities. CEO Alan Konevsky says the firm will expand its regulated digital asset marketplace, continuing investments in infrastructure and compliance. The move coincides with rising institutional interest in asset tokenization, a market now estimated near $35 billion globally. While not yet profitable, the IPO would test appetite for tokenized finance and could spur broader public-market adoption of blockchain-enabled securities.

Tencent Music (NYSE:TME) Valuation After Dip: Growth, Momentum, and Risks

October 29, 2025, 3:52 AM EDT.Tencent Music Entertainment Group (NYSE:TME) slipped about 3% as investors weigh a year of steady revenue growth and net income growth. The stock has built notable momentum this year, delivering a 103% year-to-date gain and a 524% three-year total return. The question now is whether TME remains undervalued; its calculated fair value is $28.34, implying upside from the latest close. However, regulatory headwinds in China's media sector and slowing social entertainment growth could temper earnings momentum. Strategic bets on offline performances, merchandise, and cross-platform fan interactions diversify revenue, bolster resilience, and support long-term upside, with insider ownership reinforcing confidence.

Stock futures drift higher as Nvidia rally boosts sentiment ahead of Fed cut and big-tech earnings

October 29, 2025, 3:22 AM EDT. Stock futures edged higher ahead of a Fed decision and a wave of big-tech earnings. S&P 500 futures rose about 0.2%, Nasdaq-100 futures up ~0.38%, while Dow futures slipped ~0.07%. In Tuesday trading, the Nasdaq led gains, climbing about 0.8%, with the Dow up 0.3% and the S&P 500 up 0.2%. The rally was sparked by Nvidia, after its GTC keynote and a multi-billion-dollar AI partnership, lifting market sentiment. The Federal Reserve is expected to cut rates by 25 basis points to 3.75%-4.00%. Investors await earnings from the Magnificent Seven-Alphabet, Meta, Microsoft after the close, followed by Apple and Amazon-as tech megacaps drive risk appetite.

OceanPal's $120 Million NEAR Push Sends Stock Plummeting Nearly 21%

October 29, 2025, 2:36 AM EDT. OceanPal Inc. unveiled a $120 million PIPE to fund its digital-asset strategy via SovereignAI Services, aiming to acquire at least 10% of the NEAR token supply and become a leading institutional holder. The move places OceanPal at the crossroads of traditional shipping and the crypto/AI rails built around the NEAR Protocol, with ambitions for a privacy-first compute layer powered by NVIDIA tech. Despite the strategic pivot, the stock tumbled about 21% to roughly $1.74 as investors weighed the mix of weak results and crypto exposure. Through June 2025, revenue fell 54% year over year and net loss widened, underscoring investor skepticism about a pivot away from core shipping. Backers including Kraken, Proximity, Fabric Ventures, and the G20 Group supported the PIPE, while leadership changes signal a broader digital-asset push.

Robotics startups join Shanghai Stock Exchange advisory board, signaling closer ties between onshore market and tech innovation

October 29, 2025, 2:35 AM EDT. Unitree Robotics founder Wang Xingxing and AgiBot co-founder Peng Zhihui have joined the Shanghai Stock Exchange's 3rd Committee on Science and Technology Innovation, a 60-member panel designed to steer the onshore market's tech agenda. The roster also features chip veterans and leaders from Trina Solar and Great Wall Motor, underscoring Beijing's push to connect the Star Market with high-tech innovation. Since its 2019 inception, the committee has expanded from 48 to 60 members. The lineup highlights robotics firms such as BrainCo and Unitree, based in Hangzhou as part of the city's Six Little Dragons, both eyeing public listings.

Teekay Tankers Surges on Upgrades as Revenue Beat Highlights Valuation Debate

October 29, 2025, 2:18 AM EDT. Teekay Tankers (NYSE: TNK) is in focus after a wave of analyst upgrades and raised price targets fueled by a better-than-expected revenue print. The revenue beat came even as EPS lagged forecasts, keeping the valuation question open. The stock has climbed on the news, delivering a roughly 45% YTD return and a 1-year TSR near 28%. With shares trading just above analyst targets, investors must decide whether the rally reflects continued growth or already prices in it. A popular narrative values the stock at about $55.83, slightly below the last close of around $59.71, while the market trades near $60 and the P/E multiple is ~7.3x versus peers around 13x. Regulatory shifts and fleet renewal risks may cap upside despite the positives.

Stock market today: Dow, S&P 500, Nasdaq futures edge higher ahead of Fed decision as Big Tech earnings loom

October 29, 2025, 2:02 AM EDT. US stock futures edged higher ahead of the Federal Reserve decision as investors digest a record-setting session. Dow futures slipped about 0.1%, while S&P 500 and Nasdaq 100 futures rose around 0.2%-0.3%. The prior session capped fresh highs for the major indices, with the S&P 500 flirting with 6,900 and the Nasdaq up 0.8%. Nvidia hit a record high and rose 1.3% in after-hours trading amid announcements with the US government, Uber, Eli Lilly and Oracle, plus telecom ties with Cisco and T-Mobile on a 6G buildout. A Fed rate cut is widely anticipated, though investors will scrutinize Powell for any easing signals. Big tech earnings loom from Alphabet, Meta, Microsoft, Apple and Amazon, with data-center spending in focus.