AI Frenzy Fuels Record Wall St Rally as Shutdown Drags On – Key Market News (Oct 6-7, 2025)
31 October 2025
194 mins read

Stock Market Today 31.10.2025


LIVEMarkets rolling coverageStarted: Updated:

AI stock picks spark wild results as investors pit bots against human advisers

October 31, 2025, 1:35 PM EDT. Last year, Harpaul Sambhi tested whether an AI agent could beat his human wealth manager. He allocated 10% of his portfolio to AI-recommended stocks via Deep Research in ChatGPT, citing Nvidia, TSMC, and miners. Over the year, the ChatGPT-driven portfolio delivered about 35% returns, while the human adviser rose ~40% – roughly in line with a ~15% gain for the S&P 500. The experiment highlights how many adults are turning to generative AI for financial guidance, with 2/3 of adults who used AI reporting it helped, yet more than half who acted on AI advice say they made a mistake. Analysts warn that choosing stocks with chatbots can be risky, and winners may come from AI-savvy companies rather than flashy tips.

Stocks rebound as Amazon, Nvidia lift Big Tech; S&P 500, Nasdaq rise

October 31, 2025, 1:32 PM EDT. U.S. stocks rebounded Friday, with the Nasdaq up 1.2%, the S&P 500 0.6%, and the Dow 0.2% as investors shrugged into strong earnings from Amazon that revived faith in Big Tech. Amazon jumped after posting solid Q3 results and a 20% surge in AWS revenue, while Apple hit a new high before trimming gains. Nvidia advanced on fresh South Korea AI deals, and Netflix rose on a 10-for-1 stock split. The rally comes as fresh Magnificent Seven results rekindle growth expectations and ease worries about AI infrastructure spending. Fed speakers suggested policy could stay tight for longer amid persistent inflation. October is shaping up with the Nasdaq set for about a 5.3% rise, and the S&P 500 and Dow ahead by around 2.6% or more-first positive October since 2022.

Netflix Announces 10-for-1 Stock Split Ahead of November 17 Trading

October 31, 2025, 1:28 PM EDT. Netflix is set to execute a 10-for-1 stock split after the close on Friday, November 14, with split-adjusted trading beginning Monday, November 17. Shareholders will receive nine new Netflix shares for each one owned, preserving overall stake while reducing the per-share price. The move aims to boost accessibility for employees participating in the stock-option program and may widen appeal to external investors after a year-to-date rally. In recent sessions, NFLX rose roughly 3% as shares push ahead about 26% for 2024 against the S&P 500's gains. Elsewhere, DexCom slid on a cautious revenue outlook and Apple climbed to fresh highs on strong holiday-season guidance.

DYNF Leads ETF Inflows with $215M Week-Over-Week Spike; DUK, PH, TRV Movers

October 31, 2025, 1:25 PM EDT. ETF Channel flags a notable week-over-week inflow for the iShares U.S. Equity Factor Rotation Active ETF (DYNF), reporting about $215.2 million in new units, a 0.8% lift from 471.6 million to 475.2 million. Among DYNF's top holdings today, Duke Energy (DUK) slipped about 0.7%, while Parker-Hannifin (PH) rose roughly 0.7% and Travelers (TRV) fell about 0.6%. The ETF's latest price sits near its 52-week high of $61.38 versus a low of $42.10, with a last trade near $61.00. Large inflows can imply demand for the factor-rotation approach and may impact the ETF's underlying holdings as new units are created.

USHY High Yield ETF Sees $102.4M Inflow, 1.2% WoW Rise in Shares Outstanding

October 31, 2025, 1:22 PM EDT. In ETF Channel's weekly notes, the iShares Broad USD High Yield Corporate Bond ETF (USHY) posted a notable inflow of about $102.4 million, lifting shares outstanding by roughly 1.2% (from 205.8 million to 208.3 million). The price context shows a last trade near $41.03, with a 52-week range of $40.42-$41.80 and a read relative to the 200-day moving average. This flow signals demand for exposure to high-yield USD corporate bonds and reflects how unit creation/destruction can influence an ETF's holdings. The note also explains how weekly flow data helps gauge investor interest in USHY and similar ETFs.

IVE Leads ETF Inflows as SCHW, TXN and COF Move

October 31, 2025, 1:21 PM EDT. Week-over-week, the ETF Channel universe shows notable inflows to the IVE (iShares S&P 500 Value ETF), with an estimated $218.7 million increase in outstanding units, about 0.5% to 203,950,000 from 202,900,000. Among IVE's top components, SCHW is down about 1.1%, TXN is up about 0.5%, and COF is higher by roughly 0.7%. IVE's 52-week range spans from a low of $165.45 to a high of $211.71, with a last trade near $208.94. The chart compares performance to the 200-day moving average, a common technical gauge. A holdings list and further reading are available on the IVE page.

Notable Inflow Detected in DBEF ETF; SE, CYBR, TEVA in Focus

October 31, 2025, 1:18 PM EDT. ETFs channel reports a notable week-over-week inflow into the X-trackers MSCI EAFE Hedged Equity Fund (DBEF), about $201.9 million and a 2.5% rise in outstanding units (170,550,001 to 174,750,001). Among DBEF's top holdings, Sea Ltd (SE) is up ~0.6%, CyberArk Software (CYBR) up ~0.6%, and Teva Pharmaceutical (TEVA) up ~0.4%. The piece also notes DBEF's 52-week range of $37.8081 to $48.30 with a last price of $48.01, alongside a reference to the 200-day moving average. The report highlights how ETF unit creation and destruction can affect underlying holdings and points readers to the DBEF Holdings page for a full list.

BBEU and ASCE Lead ETF Inflows: 22.8% and 38.6% Week-Over-Week

October 31, 2025, 1:16 PM EDT. Across ETF Channel's coverage universe, BBEU posted the largest inflow, adding 21,600,000 units for a 22.8% week-over-week rise. By percentage change, ASCE led inflows with 357,000 additional units, a 38.6% increase in outstanding shares. The findings illustrate ongoing demand shifts among ETF categories, with traders seeking liquidity and broad/modest exposure. The report is tied to a video, 'BBEU, ASCE: Big ETF Inflows,' and includes the standard disclaimer that the views are those of the author, not Nasdaq, Inc.

SLV Leads ETF Outflows; NDEC Down 37.4% in Units Outstanding

October 31, 2025, 1:15 PM EDT. In the ETF Channel universe, the largest outflow by units outstanding occurred in iShares Silver Trust (SLV) with 19,850,000 units removed, a 3.6% week-over-week drop. The biggest percentage-outflow was in the NDEC ETF, shedding 925,000 units and sliding 37.4% from the prior week. This signals shifting demand or liquidity dynamics in precious-metal exposures and related strategies as investors rebalance. Watch for any rebound in SLV liquidity or policy-driven demand for silver exposure; NDEC weakness may reflect changes in its underlying holdings or ETF-specific flows. VIDEO: SLV, NDEC: Big ETF Outflows.

Dogecoin Price Momentum: From Meme to AI-Powered Rewards with FLAMGP

October 31, 2025, 1:06 PM EDT. Dogecoin (DOGE) has evolved from meme to a widely recognized, community-driven cryptocurrency, favored for fast, low-cost transactions and real-world use. As DOGE gains traction with exchanges, payment systems, and brands, it is presented as both a digital asset and a movement. The article introduces FLAMGP, an AI-driven platform that pairs AI computing power with blockchain incomes, offering daily rewards without traditional mining. Users can register on the FLAMGP site, select an AI computing contract linked to DOGE, and earn daily returns. Contract options range from a few days to two months, with varying investment levels and predictable income. The piece concludes that DOGE's innovation continues to ride on community spirit, expanding through AI-enabled utility and broader ecosystem integration.

Still a Buy Despite Price Target Cut: Top Analyst Backs MSTR After Q3 Beat

October 31, 2025, 1:02 PM EDT. BTIG's Andrew Harte reiterates a Buy rating on MSTR after the Q3 2025 results, even as he lowers the price target to $630 from $700. Harte argues the stock remains an attractive way to gain exposure to Bitcoin, noting MicroStrategy's growing 'credit factory' and four preferred equity offerings that let investors pick different levels of exposure and yield. In Q3, Earnings came in at $8.42 per share on $128.7 million revenue, beating estimates. The company now holds about 640,808 BTC, valued around $70.9 billion, with an average cost of $74,032 per coin. MicroStrategy raised its dividend rate on Series A Preferred to 10.5%. Despite a 37% YTD decline, the stock trades around 1.3x MNAV vs a long-run average of 2.1x, per Harte, suggesting an attractive entry point amid a volatile Bitcoin backdrop.

Stock Market Live October 31: S&P 500 Rises on Apple and Amazon Earnings

October 31, 2025, 1:00 PM EDT. Stocks edged higher as Apple and Amazon earnings beats helped lift the S&P 500 in premarket trading. Apple posted EPS of $1.85 vs $1.77 expected, while Amazon delivered EPS of $1.95 beating $1.57 estimates. The S&P 500 was up about 0.8%, trading around 6,913 as investors digest the latest results. In other news, Netflix announced a 10-for-1 stock split to broaden accessibility for employees and investors. The move could broaden the stock's appeal as it resets share price. Traders remain focused on earnings season momentum and how big tech results shape the broader market. Stay tuned for live updates and more earnings coverage.

US Stocks Rally as Apple and Amazon Forecasts Lift Wall Street

October 31, 2025, 12:56 PM EDT. U.S. equity indices opened higher on Friday after upbeat forecasts from Apple and Amazon, with the Dow up about 0.13%, the S&P 500 up 0.74%, and the Nasdaq up 1.51% at 09:30 a.m. ET. Traders weigh corporate optimism against the likelihood of a December Fed rate cut. In commodities, gold slipped 0.4% to around $4,009.24 per ounce, while silver rose to about $49.02. On oil, Brent traded near $65.29 a barrel and WTI around $61.10 as supply dynamics and a firmer dollar press prices. The session highlights resilient growth bets amid mixed data.

Cotton Falls Thursday as Front-Months Slip; Demand Hopes Surface on Trump-Xi Talks

October 31, 2025, 12:54 PM EDT. Cotton prices are weakening Thursday, with front-months down 16 to 21 points and futures off about 80 to 90 points. Crude oil futures fell about 17 cents to $60.31 and the US dollar index rose to about 99.36. Talks after a Trump-Xi meeting raised hopes China will buy more U.S. agricultural goods, but no specifics for cotton were given; tariffs on some U.S. ag products could be lifted. The Seam's Wednesday auction sold 8,719 bales at 60.14 cents/lb on average. The Cotlook A Index rose 45 points to 76.40 cents. ICE-certified stocks were steady at 18,052 bales. Nearby: Dec 25 65.12 (-89), Mar 26 66.69 (-82), May 26 67.91 (-80).

Soybeans Fall to Start Halloween Trade as Front-Month Futures Waver; China Meeting Boosts Trade Hopes

October 31, 2025, 12:52 PM EDT.Soybeans are trading lower to start Halloween week, with front-month contracts showing a 3-5 cent slip as a choppy session followed a China/US meeting. The futures curve narrowed after a wide Thursday range, while open interest declined amid liquidation in the November position ahead of first notice day. Overnight deliveries issued for November beans reached 677, and the cash bean price rose about 13/4 cents to around $10.26 1/4 according to the national average. Soymeal and Soy Oil posted mixed moves, with Soymeal up and Oil down. Traders noted a recent rally lifting the October-average price, with harvest-season comparisons to last year providing context for insurance pricing. Watch for further developments on demand from China.

Cattle futures edge higher as cash trades stabilize; Fed Cattle Exchange at $235.50

October 31, 2025, 12:50 PM EDT.Live cattle futures posted modest gains in the front months, with October up $3.87 as open interest fell 1,753 contracts. Cash trade was around $230 in the north and near $235 in the South; the Fed Cattle Exchange online auction cleared $235.50 on 443 of 1,706 head. Feeder cattle futures softened in the front months, while the rest of the curve showed mixed moves. The CME Feeder Cattle Index dropped to $352. USDA Wholesale Boxed Beef prices were higher, with Choice at $378.27 and Select at $359.52; the Chc/Sel spread was $18.75. Slaughter for the week to date ran above last week but below last year.

Lean Hogs Mixed Friday as December Futures Lead Gains

October 31, 2025, 12:48 PM EDT. Lean hog futures closed mixed, with nearby December up a nickel and other contracts steady to 50 cents lower. USDA's national base hog price fell 79 cents to $84.74, while the CME Lean Hog Index slipped 17 cents to $91.86 as of Oct. 28. The pork carcass cutout value rose 4 cents to $100.28 per cwt, led by gains in the rib and belly primals. Slaughter data showed Thursday's federally inspected hogs at 483,000, keeping the week total at 1.947 million, down 1,000 from last week and 4,939 below the same week last year. The setup remains data-driven as the market digests supply signals. For more updates, consider Barchart's commodity analysis.

Baker Hughes (BKR) Ex-Dividend Ahead: $0.23 Quarterly Dividend

October 31, 2025, 12:46 PM EDT.Baker Hughes Company (BKR) will trade ex-dividend on 2/11/25 with a quarterly payout of $0.23, payable 2/21/25. At a recent price around $46.98, the $0.23 dividend equates to about 0.49% of the stock. The annualized yield is near 1.96%. The stock's 52-week range runs from $28.63-$49.40, with the last trade near $46.85. In Friday trading, BKR was down roughly 3.8%. This history helps gauge whether the latest payout may continue and how the current yield compares with investors' expectations going forward, even as the dividend picture remains just one facet of the stock's risk and reward.

Corn Starts Friday with Weakness as Front-Month Futures Slip

October 31, 2025, 12:45 PM EDT. Corn is slipping on Friday after Thursday's rally, with front-month futures down about 2-5 cents and intraday gains fading. Open interest advanced, led by July-December contracts. The March contract expires today with no overnight deliveries. The CmdtyView national average cash price rose to $4.27 3/4. Export Sales showed 967,348 MT sold in the week to 3/6, a three-week high but still 24.6% below the year-ago pace. Mexico remained the top buyer at 431,600 MT, with 194,100 MT sold to Japan; unknown destinations reduced 285,900 MT as shipments shifted. New-crop cash was $4.16 1/2. Korea buyers continued, with revisions in Brazil/Argentina estimates. Overall, export pace remains below last year, shaping price action.

Wheat Bulls Get Spooked as Prices Slip and OI Falls

October 31, 2025, 12:42 PM EDT. Wheat complex extended losses Thursday as futures in all U.S. zones declined and open interest retreated. CBT soft red wheat futures fell about 7-8 cents; KC HRW off 9-10 cents; MPLS spring wheat down around 9-10 cents. OI dropped sharply, with declines of roughly 7,900 contracts on CBT and 4,383 on KC. A dryness outlook across much of U.S. wheat country next week adds to downside pressure. On the supply side, the EU raised its wheat production by 0.8 MMT to 133.4 MMT, with ending stocks at 10.8 MMT. FranceAgriMer pegged winter wheat planting at 67% complete, up 11 percentage points WoW. CBOT Dec 25 wheat near $5.24, Mar 26 around $5.40; KCBT and MGEX futures also lower.

Ex-Dividend Reminder: Banner, Hanmi Financial and MetLife Set to Trade Ex-Dividend on 11/4/25

October 31, 2025, 12:38 PM EDT. Dividend Channel flags three names trading ex-dividend on 11/4/25: Banner Corp. (BANR), Hanmi Financial Corp. (HAFC), and MetLife Inc. (MET). Banner will pay $0.50 per share on 11/14/25, Hanmi $0.27 on 11/20/25, and MetLife $0.5675 on 12/9/25. At BANR's recent price of $60.75, the dividend implies about 0.82% yield; HAFC's payout suggests roughly 1.01% and MET's about 0.72%, all else equal. The article notes how ex-dividend trading can push stock prices lower by the indicated percentages. Current estimated annual yields stand at about 3.29% (BANR), 4.02% (HAFC), and 2.87% (MET) if past dividends continue. Friday action showed BANR down ~0.5%, HAFC down ~0.2%, MET up ~1.1%.

Ex-Dividend Reminder: LVS, SPH, and PEBO Trade Ex-Dividend on 11/4/25

October 31, 2025, 12:36 PM EDT. On 11/4/25, LVS, SPH, and PEBO go ex-dividend for their upcoming payouts. Las Vegas Sands will pay a quarterly dividend of $0.25 on 11/12/25; Suburban Propane Partners will pay $0.325 on 11/11/25; Peoples Bancorp will pay $0.41 on 11/18/25. Based on LVS's recent price of $58.95, the ex-date move is about -0.42%; SPH is seen about -1.76% and PEBO about -1.42%, all else equal. Estimated annualized yields are 1.70% (LVS), 7.03% (SPH), and 5.69% (PEBO). In intraday trading, LVS is up ~0.3%, SPH up ~1.1%, PEBO up ~0.3%. The note includes dividend history charts; dividends are not guaranteed and can change.

Roku Q3 Earnings Beat: Revenue Up 14% and First Positive Operating Income Since 2021

October 31, 2025, 12:34 PM EDT. Roku reported Q3 2025 results that beat expectations, with revenue of $1.21 billion up 14% and net income turning positive at $24.8 million, delivering EPS of $0.16. Analysts had anticipated about $1.1 billion in revenue and $0.09 in adjusted earnings. The gain was led by the Platform revenue of $1.065 billion, up 17%, while Devices revenue declined 5% to $146 million. The Platform operating margin was 51.7% (vs 54.2% a year ago), and total operating profit was $9.5 million as gross profit rose 9% to $525 million. Roku raised its full-year outlook for Platform revenue to about $4.11 billion and sees double-digit Platform growth in 2026, aided by stronger ad demand and partnerships such as the Amazon DSP integration.

US stock futures rise 0.7% as Amazon leads pre-market rally

October 31, 2025, 12:33 PM EDT. US stock futures are up ~0.7%, led by Amazon (AMZN) after solid results. The move highlights a continuing k-shaped market powered by a few leaders (Mag7) and the AI trade. The S&P 500 has record territory even as about 9% of its components sit at 52-week lows. In pre-market trading, notable movers include AbbVie (ABBV) down 1.6%, Apple (AAPL) up 2%, Brighthouse Financial (BHF) up 24% on takeover chatter, Charter Communications (CHTR) down after EBITDA miss, Netflix (NFLX) up on a stock split and Warner Bros. Discovery bid chatter, Newell Brands (NWL) down 18%, and Western Digital (WDC) up 9%.

Archrock (AROC) Ex-Dividend Reminder: $0.19 payout on 2/12/25; yield ~2.72%

October 31, 2025, 12:18 PM EDT. Archrock Inc (AROC) goes ex-dividend on 2/12/25 for a quarterly payout of $0.19 per share, payable 2/19/25. At a recent price around $27.98, the annualized yield is about 2.72%. The ex-dividend drop is roughly 0.68%, all else equal, when markets open on 2/12/25. The stock's 52-week range is $16.05-$30.44, with a last trade near $28.48. In active trading, AROC was down about 0.3%. Dividends help assess sustainability and how this payout fits into the stock's risk/return profile.

CEO Rozanski's $2M Insider Buy Highlights Confidence in Booz Allen Hamilton (BAH)

October 31, 2025, 12:16 PM EDT. Insider buying by top executives can signal confidence. In the latest move, Horacio Rozanski, President and CEO of Booz Allen Hamilton Holding Corp. (BAH), purchased 23,800 shares at $84.66 for a total value of about $2.01 million. Rozanski's average cost sits at $84.66, and the stock traded around $83.66 in the session, with prints as low as $82.23. The deal underscores insider confidence in Booz Allen Hamilton's path, alongside a 52-week range of about $82.23 to $190.59 and a current quarterly dividend of $2.20 per share (~2.7% annualized) with an upcoming ex-date of 11/14/2025. While a single buy isn't a guarantee, such top-brass purchases are closely watched by investors seeking a potential catalyst for shares (BAH).

Ex-Dividend Reminder: SRCE, BY, and AA Set to Trade Ex-Dividend on 11/4/25

October 31, 2025, 12:14 PM EDT. Dividend Channel notes that on 11/4/25, SRCE, BY, and AA will trade ex-dividend for upcoming payouts. SRCE will pay a quarterly dividend of $0.40 on 11/14/25; BY$0.10 on 11/18/25; AA$0.10 on 11/21/25. Based on SRCE's price of $59.56, the ex-dividend move implies about 0.67% lower at open; BY about 0.37%; AA about 0.27%. Estimated annual yields (based on recent dividends) are 2.69% for SRCE, 1.49% for BY, and 1.09% for AA. Note that actual moves depend on market conditions. Investors may review dividend history charts for context.

Stock futures rebound as tech rally lifts Amazon and Apple; Reddit, Netflix in focus

October 31, 2025, 12:12 PM EDT. Stock futures are higher as tech names lead a rebound after strong results from Apple and Amazon. Dow and S&P 500 futures tick up while Nasdaq 100 climbs about 1.3%. Amazon jumps more than 12% in premarket on cloud-driven strength, with AWS revenue up 20% YoY to $33B and a raised capex forecast to about $125B, signaling ongoing AI infrastructure investment. Apple beats estimates and guides a robust holiday quarter, with revenue at $102.5B and services revenue a record $28.75B. Reddit shares rise on earnings beat and outlook; Netflix adds to gains after announcing its first stock split in a decade. Investors monitor Powell remarks and a firmer 10-year yield near 4.1%, along with Gold, Bitcoin, and crude moves.

Stock Futures Edge Higher as Fed Meeting Opens; Amazon Cuts 14,000 Jobs, UnitedHealth Rises, UPS Surges

October 31, 2025, 12:03 PM EDT. Stock futures edged higher ahead of the Fed's two-day policy meeting as traders weigh a possible rate cut and a flood of earnings. The Dow and S&P 500 futures rose modestly while gold slid from its recent peaks and Treasury yields hovered near 4%. In corporate news, Amazon said it will cut about 14,000 corporate roles, as AI-driven efficiency gains weigh on the workforce. UnitedHealth rose after lifting its full-year outlook, underscoring strength in the health-insurance group. UPS jumped on better-than-expected results from the logistics giant. Investors also monitored ongoing U.S.-China trade talks, with optimism that a deal could emerge. Bitcoin drifted lower while the broader earnings slate keeps risk sentiment in play ahead of the Fed decision.

Palantir Q3 Results Preview: Nov. 3 Could Move PLTR Stock

October 31, 2025, 12:00 PM EDT. Palantir (PLTR) heads into its Q3 print on Nov. 3, with analysts eyeing a report card that could drive near-term volatility. The company has posted rapid revenue growth, lifting 12-month sales to about $3.44 billion and expanding government and commercial client bases, aided by its AIP platform that integrates large language models with sensitive data. Bulls point to stronger guidance and a potential uplift in 2025 revenue, while critics note lofty forward multiples in excess of market peers and the stock's outsized rally since 2020. The focus will be whether Palantir can beat revenue and earnings estimates and confirm its long-term growth trajectory, including government contracts like Maven and Army deals and continued enterprise adoption of Foundry and Gotham.

Actelis Receives Nasdaq Notice of Equity Compliance; Extends Bid-Price Deadline and Plans Reverse Split

October 31, 2025, 11:58 AM EDT. Actelis Networks announced that Nasdaq notified the company it has demonstrated compliance with the Nasdaq Capital Market's stockholders' equity requirement under Rule 5550(b)(1). Nasdaq also granted an extension to meet the $1.00 bid price requirement under Rule 5550(a)(1) through December 5, 2025. The company has scheduled a special meeting of shareholders on November 7, 2025 to seek approval for a reverse stock split to timely regain compliance with the bid price. If maintained, a Panel Monitor would apply for one year through October 28, 2026; failure to satisfy criteria could lead to a delisting. Quote from CEO Tuvia Barlev expresses optimism about sustaining equity compliance and regaining bid price compliance. Actelis provides cyber-hardened, hybrid fiber-copper networking for IoT and government sectors.

Nasdaq Futures Extend Gains After Amazon and Apple Results Boost Sentiment

October 31, 2025, 11:54 AM EDT. December Nasdaq 100 E-mini futures rose about 1.1% as Amazon (AMZN) and Apple (AAPL) delivered strong results and guidance, helping sentiment. AMZN jumped over 12% after cloud growth accelerated and solid Q4 guidance; AAPL climbed over 1% on better-than-expected FQ4 results and upbeat holiday demand. In the prior session, major indices finished lower, with META sliding about 11% and MSFT down near 3%. CMG fell over 18% after trimming full-year sales targets, while CHRW jumped more than 19% on better Q3 EPS and higher 2026 guidance. The earnings calendar remains active with Exxon, AbbVie, Chevron and Colgate-Palmolive on tap. Bloomberg projects S&P 500 Q3 earnings up about 7.2% year over year, the smallest rise in two years. Traders price in a December FOMC cut at roughly 69%, with the remainder betting on no change, as data releases and the government shutdown loom.

Amazon leads U.S. stocks higher as S&P 500, Dow and Nasdaq extend gains

October 31, 2025, 11:53 AM EDT. Amazon propelled U.S. stocks higher on Friday, lifting sentiment as quarterly results surpassed expectations. The S&P 500 rose about 0.5%, aiming for a third straight weekly win and a sixth consecutive monthly gain-the longest streak since 2021. The Dow added roughly 61 points and the Nasdaq climbed around 0.9%. Amazon jumped 11.4% on strong profit and a reaccelerating cloud computing business, underscoring its outsized influence on the market. Apple remained a notable influencer, trading in a narrow range as investors weighed earnings against momentum.

Stocks Rise in October as Dow, S&P 500 and Nasdaq Extend Gains

October 31, 2025, 11:50 AM EDT. Stocks are on pace to close October with notable gains as the major indices extend a month of strength. The Dow is up about 2.6%, and the S&P 500 up around 2.7%, potentially delivering their best October since 2022. The Nasdaq is surging, rising roughly 5.5% for the month and set for its strongest October since 2021, according to Dow Jones Market Data.

This burrito reveals America's bifurcating economy: Chipotle slump, premium brands, and the spending divide

October 31, 2025, 11:48 AM EDT. In a market that looks resilient, the economy is diverging by income. Consumer spending remains strong while inflation and a cooling labor market weigh on sentiment. Chipotle's earnings miss underscores a split: households under $100k and younger shoppers are pulling back, even as high-income buyers stay in play. Crocs notes a similar bifurcation-affluent customers splurge, while others curb discretionary buys. Coca-Cola blends premiumization with affordability, expanding premium brands yet trimming sizes at the lower end to keep revenue coming in. The burrito metaphor fits: broad GDP gains coexist with a widening spending divide across income groups, shaping corporate outlooks and policy debates.

Prolonged government shutdown risks deeper economic fallout, economists warn

October 31, 2025, 11:46 AM EDT. The federal government shutdown has stretched into a record-length period, with economists warning that each additional day raises the risk the economy won't merely stall but fracture. The CBO estimates the shutdown has permanently shaved at least $7 billion from output, while mood and confidence deteriorate as uncertainty lingers. As the jobs picture cools, employers freeze hiring, and some firms accelerate layoffs amid a fragile demand backdrop. A US Chamber analysis finds about 65,500 small-business contractors face billions in payments at risk-about $12 billion for the month. Analysts expect tariffs and lingering policy ambiguity to undermine consumer spending and delay hiring plans, threatening to push a tepid jobs market into a more sustained slowdown and reverberating through the private sector.

Albemarle (ALB) Declares $0.405 Dividend; 1.7% Yield Amid Sustainability Debate

October 31, 2025, 11:38 AM EDT. Albemarle Corporation (ALB) announced a $0.405 per-share dividend payable January 2, for a ~1.7% yield. A sharp stock rally of about 44% in 3 months has helped lower yield. The article flags a mixed long-term outlook: Albemarle has not generated a current profit or free cash flow, raising questions about dividend sustainability. Analysts expect a near-term EPS upswing, and if the dividend continues the projected payout ratio near 6.8% could support sustainability under those assumptions. Yet five-year EPS declines (~18% annually) and pressure on payouts remain possible if earnings don't materialize. Investors might weigh the dividend against stable historic payouts and broader growth considerations.

Crypto Markets Today: BTC Slips, XPL and ENA Slide as AI Spending Fears Hit U.S. Equities

October 31, 2025, 11:36 AM EDT. Crypto prices pulled back over the last 24 hours, with the CoinDesk 20 Index (CD20) down 1.7% as all members retreat. In the spotlight are XPL and ENA, which slid alongside the broader move. Bitcoin (BTC) hovered around $109,700, slipping 0.2% to just under $110,000 on the 17th anniversary of its white paper; ETH fell 1.3% to about $3,857. The wider altcoin complex weakened further into the weekend after a rout in U.S. equities fueled by higher AI spending projections from Meta (META) and Microsoft (MSFT), stoking overspending concerns. Derivatives show a mixed picture: futures lack a trend, OI near $26.2B, and the three-month annualized basis in the 4%-5% range. In options, near-term sentiment tilts neutral-to-bearish, despite a positive structural bias and a premium for short-term calls. Liquidations totaled roughly $879M, led by BTC and ETH.

SoFi Technologies (SOFI) Price Prediction and Forecast 2025-2030 (Oct 31)

October 31, 2025, 11:34 AM EDT. SoFi Technologies (ticker: SOFI) aims to be a one-stop fintech platform, targeting 30% member growth and 20% revenue growth as highlighted by its CEO. Despite a strong Q3, the stock trades about where it did a week ago, yet remains up about 132% over six months and 158.8% over one year. The bullish case rests on a growing deposit base and product expansion; bears cite a rich valuation and cyclical risk amid recession fears. Near-term catalysts include SoFi's AI ETF, Level 1 options, and a Lightspark partnership for international transfers, plus potential re-entry into crypto. Longer-term upside could come from scaling Galileo and the broader fintech stack, though execution and macro momentum will drive the forecast through 2025-2030.

T. Rowe Price (TROW) Beats Q3 Earnings and Revenue Estimates

October 31, 2025, 11:30 AM EDT. T. Rowe Price (TROW) reported Q3 2025 results beating consensus on both earnings and revenue. The company posted EPS of $2.81, topping the Zacks Consensus Estimate of $2.55, for a quarterly surprise of +10.20%. Year-ago EPS was $2.57. Revenue reached $1.89 billion, exceeding the consensus by 2.34% and up from $1.79 billion a year earlier. Over the past four quarters, TROW has topped estimates three times. Despite the beat, the stock has slipped about 9.7% YTD vs. the S&P 500's gain. The Zacks outlook remains favorable with a current Zacks Rank #1 (Strong Buy), reflecting positive earnings estimate revisions ahead of future quarters. Investors will closely watch management commentary on the call for guidance.

Roku Gets a Buy Raise: Bank of America hikes target to $115 on strong profitability and growth prospects

October 31, 2025, 11:28 AM EDT. Bank of America Securities' Brent Navon CFA reiterates a Buy on Roku and lifts the target to $115, citing Roku's improving operating income profitability and expanding EBITDA margins. Q3 revenue beat driven by stronger platform revenue growth from video advertising and streaming services distribution. Catalysts into 2026 include the ramp of a new Amazon DSP deal, growth in ad manager/self-serve, and expanding the subscription business. The setup benefits from connected TV advertising, streaming video trends, and higher fill rates in advertising. Needham also maintains a Buy rating with a $110 target.

Performance Food Group Valuation After Recent Decline: Is PFGC Undervalued?

October 31, 2025, 11:26 AM EDT. Performance Food Group (PFGC) slipped 1.3% today, extending a 7% decline over the month as investors reassess momentum against fundamentals. The stock still trades well above a year of 19.5% total shareholder return and long-term gains, while analysts' price targets imply meaningful upside. A popular valuation narrative pins fair value at $120.75, suggesting PFGC is undervalued vs. the current close near $97.08, driven by expectations of margin expansion from higher-margin independents, specialty, and procurement synergies from acquisitions. Yet risks remain: execution of integration, industry volatility, and a premium multiple (P/E ~44.7x vs. peers ~20x) could compress upside. For investors, the question is whether recent pullback reflects over-optimism or an entry point.

__symbol__ Stock Quote, Price and Forecast

October 31, 2025, 11:24 AM EDT. Roblox Corp. operates the Roblox platform, including the Roblox Client, Roblox Studio, and Roblox Cloud. Founded by Erik Cassel and David Baszucki in 2004, the company is based in San Mateo, CA. In stock coverage, the focus is on user growth, engagement, monetization, and platform safety, plus the impact of macro gaming trends. The stock's trajectory will hinge on retention of high-engagement users and successful monetization through in-app purchases and memberships. Analysts' forecasts vary, with the long-term upside tied to expanding creator economics, international growth, and new features that boost ARPU and conversion. Expect near-term volatility around earnings and key metrics, but a long-term outlook built on a robust developer ecosystem and continued demand for user-generated content.

Two Medical Stocks With Positive ESP Could Beat Earnings: JNJ and Tenet Healthcare

October 31, 2025, 11:22 AM EDT. Two factors drive long-run stock prices: earnings and rates, but near-term moves often hinge on beating earnings estimates. Zacks' Earnings ESP uses the most accurate revisions and the consensus to spot stocks likely to surprise. In practice, combining a positive Earnings ESP with a favorable Zacks Rank yields a higher probability of a price pop after earnings. The piece highlights Johnson & Johnson (JNJ), currently rated #2 (Buy), with a Most Accurate Estimate of $2.03 and an ESP of +1.75%. It also points to Tenet Healthcare (THC) as another solid-name in medical stocks with a positive ESP. For investors, using the Zacks ESP Filter can help identify the best stocks to buy or sell before they report.

Cushman & Wakefield (CWK): Fast-Paced Momentum at a Bargain Price

October 31, 2025, 11:18 AM EDT. Momentum investing often favors pricey stocks, but Cushman & Wakefield (CWK) stands out as a bargain with fast momentum. The stock has risen about 3.1% over the last four weeks and 20.8% over the past 12 weeks, signaling growing traction. A beta of 1.51 suggests the shares swing with the market but with amplified moves. CWK earns a Momentum Score B and a Zacks Rank #2 (Buy) as analysts raise earnings estimates, reinforcing upside potential. Valuation remains reasonable, with a Price-to-Sales ratio around 0.37, implying the market pays just 37 cents per dollar of sales. In sum, CWK combines momentum with a compelling price tag, making it a candidate for investors looking to ride strength without overpaying.

Enerflex (EFXT) Maintains Bargain Valuation Amid Fast-Paced Momentum

October 31, 2025, 11:16 AM EDT. Momentum investing favors stocks that are rising, but entry points matter. Enerflex (EFXT) stands out as a fast-moving yet attractively priced name. The stock posted a four-week price gain of 30.2% and surged 74.7% over the last 12 weeks, while a beta of 2.21 shows it tends to magnify market moves. EFXT earns a Momentum Score of B and a Zacks Rank #2 (Buy), supported by rising earnings estimate revisions. Valuation remains reasonable, with a Price-to-Sales ratio of 0.49, meaning about 49 cents in sales value per dollar. In short, EFXT blends accelerating momentum with a bargain-price entry, though investors should remain mindful of risks in fast-moving stocks.

AEO Stock in Focus as Earnings-Revisions Lift Zacks Rank to Hold

October 31, 2025, 11:15 AM EDT. American Eagle Outfitters (AEO) has drawn heavy attention on Zacks as the stock falls about 13.4% over the last month while the S&P 500 climbs ~3.2%. The latest driver is earnings estimate revisions: current quarter expected at $0.36 per share (EPS), up 44% year over year and with the consensus for the year at $1.75 (+15.1%); next year's projection sits at $1.91 (+9.1%). Zacks ranks AEO #3 (Hold) thanks to these revisions and other factors. The trend suggests a potential near-term price move if revisions persist, but the year-to-date performance and revenue growth will be key. Investors should watch for earnings momentum alongside continued revenue growth.

Kaiser Aluminum (KALU) Shines as a Fast-Paced Momentum Bargain Stock

October 31, 2025, 11:12 AM EDT. Kaiser Aluminum (KALU) is highlighted as a fast-paced momentum at a bargain stock. The piece contrasts momentum investing with buying cheap shares, noting KALU's recent gains: 11.7% over four weeks and 20.4% over 12 weeks, with a beta of 1.49 indicating above-market moves. It carries a Momentum Score A and a Zacks Rank #1 (Strong Buy) driven by rising earnings estimates. Despite the momentum, valuation remains reasonable, with a Price-to-Sales ratio around 0.45x. The analysis suggests the stock blends accelerating momentum with a bargain-price multiple, offering upside potential without overpaying. In sum, KALU trades at a discount relative to growth, underpinned by upgrades and strong buy signals.

Par Petroleum (PARR): A Fast-Paced Momentum Pick at a Bargain Valuation

October 31, 2025, 11:10 AM EDT. Par Petroleum (PARR) stands out as a buy for investors seeking fast momentum without paying up. The stock shows momentum signals amid a four-week gain of 14.9% and a 12-week rise of 49%, with a high beta of 1.74 indicating amplified moves with the market. The screen's logic – Fast-Paced Momentum at a Bargain – highlights PARR as a value-friendly momentum pick. A Momentum Score B and a rising consensus from analysts, reflected in a Zacks Rank #1 (Strong Buy), bolster the case. Importantly, valuation remains reasonable, with a Price-to-Sales multiple of 0.27, suggesting a bargain entry despite ongoing momentum. Investors may consider PARR for exposure to growth in oil & gas with disciplined risk.

Roku's Smart TV Push Could Unlock Value for 2025 Investors

October 31, 2025, 11:06 AM EDT. Roku's stock has risen 2.7% last week and 32.4% year-to-date but remains below five-year highs. The company's ongoing expansion into smart TV partnerships and new advertising deals has heightened investor interest and volatility. A valuation check rates Roku 3/6 for being undervalued, suggesting room for upside. In our analysis, the Discounted Cash Flow (DCF) model yields an intrinsic value of $146.31 per share, about 32.6% above the current price, signaling it is undervalued. A second approach, the Price-to-Sales (P/S) ratio, provides context for a growth-focused story given Roku's reinvestment in top-line expansion. With a 27.2% trailing-year return lagging peers and momentum from the TV partnerships, Roku may offer a valuations-based entry point in 2025.

Celestica, Inc. (CLS): Earnings-Revisions Fuel Near-Term Upside; Zacks Rates It a Strong Buy

October 31, 2025, 11:00 AM EDT. Celestica (CLS) has been one of the most-watched stocks on Zacks.com, with shares up +24.7% in the last month vs the S&P 500's +5.1% and the Electronics – Manufacturing Services group up +10.7%. The move is framed by earnings estimate revisions, which Zacks says help determine a stock's fair value and near-term direction. The stock's current quarter is pegged at $0.81 per share (YoY +47.3%); the fiscal-year consensus is $3.32 (+36.6% YoY), and next year's estimate is $3.64 (+9.8%). With these shifts, Celestica earns a Zacks Rank #1 (Strong Buy). Note that long-term earnings growth often hinges on revenue growth, underscoring the need to watch top-line trends alongside revisions.

Alibaba Group Holding Limited (BABA) Trending Stock: Key Factors to Watch

October 31, 2025, 10:58 AM EDT. Alibaba Group Holding Limited (BABA) has surged on Zacks.com's list of most searched stocks, prompting a closer look at what could drive near-term moves. Over the last month, Alibaba has returned +9.5% while the broader market gained +1.9%; the Zacks Internet – Commerce industry slipped 0.1%. The core driver remains earnings estimate revisions: when earnings estimates move higher, the stock's fair value tends to rise. For the current quarter, Alibaba is expected to report EPS of $2.03, a year-over-year decline of -5.1%; the full-year consensus is $8.20 ( -4.9% YoY), with next year seen at $8.66 (+5.7%). Despite growth, the Zacks Rank now sits at #4 Sell, reflecting recent negative revisions. Revenue growth alongside these trends will be crucial to sustain upside.

SM Energy (SM) Is a Trending Stock: Key Earnings Estimates and Zacks Rank Highlight Potential

October 31, 2025, 10:56 AM EDT. SM Energy (SM) has landed on Zacks.com's list of most searched stocks, highlighting rising investor interest. In the last month, SM Energy delivered +1.5% returns, vs. the S&P 500's +3.2% and the US Oil & Gas Exploration & Production group's -2.4%. On earnings estimates, analysts are boosting estimates: current quarter expected at $1.78 per share (+2.9% YoY), with the Zacks consensus down 5.2% over the last 30 days. For the full year, the consensus is $7.57, up 28.5% year over year, with a +6.7% revision in the past month. The next fiscal year is seen at $9.50 per share, +25.6% YoY, and revisions sit at +4.5%. With these shifts, Zacks Rank #1 (Strong Buy). Still, earnings growth usually hinges on revenue expansion over time.

Netflix stock split, YouTube TV-Disney licensing dispute, Getty-Perplexity AI deal

October 31, 2025, 10:52 AM EDT.Netflix unveils a 10-for-1 stock split to widen access for employees and retail investors, while it weighs a potential bid for Warner Bros. Discovery assets. Alphabet's YouTube TV could lose Disney channels-ESPN and ABC-without a new licensing agreement, with a proposed $20 credit if the stalemate continues. In other news, Getty Images struck a multi-year partnership with Perplexity, an AI startup, to power image licensing and discovery, sending Getty shares higher. Investors will watch for deal progress and its implications for the streaming, licensing and AI-image markets.

Marvell Technology Stock Prediction: Analysts See 2028 Target Amid AI/Cloud Growth

October 31, 2025, 10:49 AM EDT. Marvell Technology (MRVL) trades near $89, with a 52-week high of $127. Despite 2025 chip-cycle softness, the company remains exposed to long-term AI and cloud infrastructure growth. Recent quarterly results underscored progress in data center and networking segments and ongoing design wins with hyperscale customers. Wall Street's consensus targets imply a flat near term, with a high/low range of about $122 to $58 and a median around $90; ratings include Buys, Outperforms, and Holds. Fundamentals point to durable long-term compounding: revenue growth around 25% annually to 2028, operating margins near 36%, and a forward P/E near 29x. TIKR's valuation model hints at about $146 by 2028, implying ~64% total returns (~25% annualized). Marvell's AI-infrastructure positioning supports a credible growth compounder as demand expands.

COP Holdings in Latest 13F Filings: Who Holds ConocoPhillips (COP) as of 03/31/2025

October 31, 2025, 10:46 AM EDT. Holdings Channel analyzed the latest batch of 13F filings for the 03/31/2025 period, finding COP held by 14 funds. Note: 13F filings disclose long positions only, not shorts, so the picture is partial. In the batch, several funds showed position changes: ARGA Investment Management LP +4,362 shares, NTV Asset Management LLC -28, Hourglass Capital LLC UNCH, BXM Wealth LLC -4,440, 49 Wealth Management LLC +136, OMNI 360 Wealth Inc. +3,723, etc., with an aggregate change of -218,192 shares and -$4.056 million in market value. Across all 2,575 funds tracked, COP shares declined from 56,512,097 to 53,279,988 (-5.72%). The piece highlights that holdings can move meaningfully even when a stock remains only as a long position in 13Fs, and cautions against over-interpreting short activity.

US Stocks Edge Higher as Amazon Jumps 12% on Strong Results

October 31, 2025, 10:44 AM EDT. U.S. stock indices opened higher Friday, led by a tech-driven rally after Amazon reported robust results. The Nasdaq Composite rose about 1.40% to 23,910.38 in early trading, while the S&P 500 gained roughly 0.67% at 6,868.03 and the Dow Jones Industrial Average added about 0.16% to 47,596.23. Amazon's stock jumped nearly 12% to around $249.32 in opening minutes. The move highlights renewed appetite for technology and solid earnings, though traders will watch for how today's sessions unfold amid ongoing market volatility.

TXN Among 13F Filers: 10 Funds Hold Texas Instruments as Aggregate Shares Fall 6.7%

October 31, 2025, 10:42 AM EDT. Based on Holdings Channel's review of the latest 13F batch for the 03/31/2025 period, TXN is held by 10 funds. The piece notes that 13F filings reveal only long positions, not shorts, so the full stance may be mixed. Among the 2,807 funds surveyed, aggregate TXN shares declined from 56,813,108 at 12/31/2024 to 53,021,713 on 03/31/2025, a drop of about -6.67%. Five funds increased their TXN stakes since 12/31/2024, two reduced, and two established new positions. The top three holders on 03/31/2025 are highlighted as the leading owners. The article promises to keep tracking 13F filings for potential ideas around Texas Instruments.

See Which Of The Latest 13F Filers Holds BKNG

October 31, 2025, 10:40 AM EDT. Across the 03/31/2025 13F batch, Booking Holdings (BKNG) is held by 10 of the 26 funds reviewed. Note that 13F filings disclose long positions only, not shorts, so the full story may be larger. In this period, changes among BKNG holders include Choreo LLC reducing, Universal Beteiligungs und Servicegesellschaft mbH trimming by 1,312,402 shares, Wesleyan Assurance up 966, Bank Julius Baer down 640, Summit Asset Management unchanged, and a new holding for Alecta Tjanstepension Omsesidigt (+19,200). Pier 88 added a position, while -500 shares are noted for another. Aggregate BKNG shares across filers rose by 73,872 to 5,594,984, a ~1.34% increase from 12/31/2024. The report highlights the top holders and how the group's exposure shifted, with updates to come as filings arrive.

Which 13F Filers Hold IAU? A 03/31/2025 Review

October 31, 2025, 10:39 AM EDT. At Holdings Channel, we reviewed the latest batch of the 22 most recent 13F filings for the 03/31/2025 period and found that the iShares Gold Trust (IAU) was held by 10 funds. Note that 13F filings disclose only long positions, not shorts, so the full picture can be nuanced. Across these filers, 4 funds increased their IAU shares from 12/31/2024 to 03/31/2025, 3 reduced, and 1 established a new position. In aggregate, among the 1,655 funds reviewed, total IAU shares held rose by 3,204,810, from 35,006,249 to 38,211,059 – a roughly 9.15% increase. The article highlights the shift in aggregate holdings and what it might imply for the gold ETF's demand, while cautioning that results from individual filings can be misleading.

China Renaissance Boosts Alphabet Outlook as Analysts Lift GOOGL Targets

October 31, 2025, 10:37 AM EDT. Alphabet (GOOGL) climbed in headlines after China Renaissance boosted its price target from $207 to $330, signaling upside ahead. Other analysts followed with upgrades: Wedbush and Wolfe Research kept Outperform with targets up to $350, Needham and Bank of America raised targets and maintained Buy ratings, and Cantor Fitzgerald nudged to a Neutral stance. MarketBeat posts a Moderate Buy consensus with a ~$301.98 target. Alphabet just reported strong quarterly results: EPS of $2.87 on revenue of $102.35B, P/E about 28.2 and a ROE of 36.08%. Shares traded near $284 as the stock rides a solid balance sheet (low debt-to-equity) and robust moving averages. A cross-section of upgrades and a steady insider activity backdrop keep the bullish setup intact.

APD Among 11 Funds in Latest 13F Batch: What the 03/31/2025 Filings Reveal

October 31, 2025, 10:33 AM EDT. From the latest batch of 13F filings for 03/31/2025, Air Products & Chemicals Inc (APD) was held by 11 funds. As a reminder, 13F filings disclose long positions only and exclude shorts. Among the 11 filers, several changed their APD stakes: FourThought Financial Partners cut by 18,481 shares; Motco down 2,523; Integrated Investment Consultants opened a new position (+4,411); TD Asset Management trimmed (-156); HB Wealth Management added (+6,045); Zürcher Kantonalbank (+4,381); Cornerstone Advisory (+51); Providence Wealth Advisors opened a new position (+750); Spectrum Wealth Counsel unchanged; Intellus Advisors down (-184); Aggregate change across these names: -5,706 shares, -$137k. Across the 3,650 funds reviewed, APD holdings declined roughly 2.69% from 36,509,343 to 35,526,439. Top holders on 03/31/2025 were disclosed but not named in this summary. We'll keep tracking the pace of APD activity across 13F filings.

CCOE:CA Stock Analysis and Trading Signals | Harvest Cameco Enhanced High Income Shares ETF (Canada)

October 31, 2025, 10:26 AM EDT. An overview of AI-assisted signals for Harvest Cameco Enhanced High Income Shares ETF, ticker CCOE:CA. The plan outlines a long-term strategy with a suggested entry near 15.10 and a tight stop loss at 15.02. No short positions are offered currently. The piece highlights updated AI-generated signals for CCOE:CA and notes a timestamped update. Ratings released on October 31 show Near: Strong, Mid: Strong, and Long: Neutral. A chart accompanies the AI-generated signals, helping traders gauge the trend for Harvest Cameco Enhanced High Income Shares ETF.

Prediction: Intuitive Surgical and Visa Could Crush the Market Over the Next 5 Years

October 31, 2025, 10:14 AM EDT. Two market leaders, Intuitive Surgical (ISRG) and Visa (V), are highlighted as long-term winners with the fuel to outrun the S&P 500 through 2030. Intuitive Surgical benefits from a growing, underpenetrated robotic-assisted surgery market, a fifth-generation da Vinci system, and pricing power that can offset tariffs. Yet it faces tariff headwinds and competition; still, its high switching costs and expanding install base support continued growth in procedure volume and margins. Visa's resilience to macro risks adds a complementary growth driver, with a vast network and pricing leverage. The takeaway: with durable moats and improving demand drivers, both stocks could significantly outperform the broader market over the next five years, despite near-term uncertainties.

Amazon Propels Wall Street Toward Another Winning Week and Month

October 31, 2025, 10:10 AM EDT. Amazon's latest rally propelled broad indices higher, nudging Wall Street toward another winning week and month. Traders cited robust e-commerce momentum, a resilient AWS cloud business, and improving guidance as reasons for optimism. The move helped lift tech leadership and supported a broad market bounce on buoyant consumer demand and growing advertising revenue. Investors also weighed inflation trends and Fed signals as they look toward upcoming data releases. While pockets of risk remain, the prevailing mood favored risk-on positions, with analysts noting Amazon's balance of growth drivers and improving profitability as a critical catalyst for the rally.

Amazon Lifts Markets as S&P 500 Eyes Record High, Third Weekly Win and Sixth Straight Month

October 31, 2025, 10:08 AM EDT. Amazon's blowout quarter lifted U.S. stocks on Friday, helping the S&P 500 rise about 0.6%, on pace for a third straight weekly win and a sixth straight monthly gain-the longest streak since 2021. The Dow edged higher by about 37 points and the Nasdaq jumped as much as 1.3% as Amazon jumped 11.6% on strong profit and cloud-computing growth. Apple also rose after solid results. With Amazon and Apple representing a large portion of the market, their moves carry outsized influence on the S&P 500. Elsewhere, Reddit surged after earnings, Coinbase beat estimates, and Netflix announced a 10-for-1 stock split. AbbVie fell despite a better-than-expected quarter. Investors graphed valuations; some caution about lofty prices persists even as earnings remain robust.

JPMorgan Says Magnificent Seven Rally Could Revert as AI Upswing Moderates

October 31, 2025, 9:54 AM EDT. Wall Street's fever for the Magnificent Seven could be nearing a turning point, warns JPMorgan strategist Khuram Chaudhry. While AI-led gains have powered consensus earnings upgrades, signs of a peak in sales and revisions suggest a mean reversion risk. Five of the group reported earnings this week; Meta and Microsoft slipped on doubts about AI spend, while Alphabet, Amazon, and Apple rose. The cohort trades at about 8.5x price-to-sales, a level Chaudhry calls elevated. Revisions appear to be moderating, echoing peaks seen in 2021. If the love affair sours, risk/reward for the broader market could shift, given the Magnificent Seven's outsized influence on the S&P 500 rally, where cap-weighted gains outpace the equal-weighted index.

TXSE Group raises $250 million in second-round funding as Texas Stock Exchange readies 2026 launch

October 31, 2025, 9:42 AM EDT. TXSE Group announced a second-round funding of over $250 million as it accelerates the launch of the Texas Stock Exchange in Q1 2026. The round adds J.P. Morgan as an equity investor and observer on the TXSE board, joining strategic backers including BlackRock, Charles Schwab and Citadel Securities. With 82 institutional holders and a broad base of liquidity providers, TXSE positions itself to boost competition in U.S. capital markets, focusing on issuer alignment and transparency. The exchange recently earned SEC approval as the most well-capitalized U.S. equities venue and plans to list ETPs and corporate issues after its launch. TXSE Group, parent of the Texas Stock Exchange and Oculon Intelligence, aims to attract U.S. and global issuers seeking access to U.S. equity capital markets.

Jim Cramer's top 10 things to watch in the stock market Friday, Oct. 31

October 31, 2025, 9:40 AM EDT. Friday's market movers: Apple posted a strong quarter, lifting targets from Melius Research ($345), Morgan Stanley ($305), Citi ($315). Amazon rallied ~13% on solid AWS growth; price targets lifted by Canaccord, Citi, BoA. Microsoft cloud chatter is noted. Nvidia faces export restrictions talk; trade developments with China to be decided. Netflix announced a 10-for-1 stock split, effective Nov 17; ServiceNow authorized a 5-for-1 split earlier. S&P 500 and Nasdaq set for strong opens; month-to-date: S&P +2%, Nasdaq +4%. Linde beat on profits but issued a cautious quarterly outlook and tightened full-year outlook. Illumina jumped 7% after earnings beat; raised full-year EPS guidance; Barclays raised PT to $100.

NYSE Content Advisory: Pre-Market Update as Mixed Trade Follows Magnificent Seven Earnings; Emera Celebrates NYSE Listing

October 31, 2025, 9:38 AM EDT. Morning markets are mixed as investors digest fresh earnings from the Magnificent Seven, with Amazon and Apple on track to open higher after solid results. Traders also monitor a Trump-China 1-year truce and signals from the Fed about December policy, as Chair Powell cautions that a rate cut isn't guaranteed this year. On the NYSE floor, Emera (EMA) celebrates its listing, while Wipro (WIT) marks 25 years since joining the exchange. The daily pre-market update offers the latest context ahead of the opening bell, with a prompt to download the NYSE TV app for more multimedia coverage.

Stock Market Winners Often Do This Before A Big Price Move

October 31, 2025, 9:36 AM EDT. Plenty of investors profited when Nvidia (NVDA) broke out of a double-bottom base in early November 2023. The broader market looked solid after a follow-through day for the Nasdaq Composite on Nov. 1, and NVDA rallied 1.6% on higher volume during the fourth day of its rally attempt. But the biggest profits didn't come from the initial breakout alone; history shows winners often emerge after sustained strength and a sequence of volume-backed rallies within a constructive market. The takeaway: a big price move tends to follow not just a breakout, but a pattern of follow-through days, improving market breadth, and continued demand for the stock.

Amazon Stock Price Prediction for 2030: Bull, Bear, and Baseline Forecasts (AMZN)

October 31, 2025, 9:06 AM EDT. Amazon (AMZN) has powered a decade of growth, with revenue rising from $89B to $638B and net income swinging from a loss to $59.2B in recent years. The stock's surge since March 2020 helped fuel a multi-decade rally, though 2022 marked an earnings setback as COVID-era demand normalized. Looking to 2030, 24/7 Wall St. weighs macroeconomics, industry trends, and valuation tools to present three scenarios: bull, bear, and baseline forecasts. Key drivers include continued strength in e-commerce and cloud computing (AWS), margin discipline, and competitive dynamics. The piece emphasizes that while no one has a crystal ball, investors can gauge outcomes via P/E considerations and growth metrics across the forecast horizon.

NYSE Pre-Market Update: Mixed Start After Earnings; Emera Celebrates NYSE Listing, Wipro Marks Listing Anniversary

October 31, 2025, 9:04 AM EDT. Stocks are mixed on Friday morning as investors digest fresh earnings from the Magnificent Seven, with Amazon and Apple set to open higher after solid results. Traders also weigh a new trade truce between President Trump and Chinese leaders. The market eyes the upcoming Fed meeting, after Chair Powell indicated that an additional rate cut this year is not guaranteed. On the NYSE floor, Emera (EMA) celebrates its NYSE listing at the Opening Bell, while Wipro (WIT) marks its 25th listing anniversary at the Closing Bell. Stay tuned for more updates as markets pre-trade activity unfolds.

Goldman Sachs raises Nvidia price target ahead of earnings; sees 18% upside

October 31, 2025, 8:48 AM EDT. Goldman Sachs maintains a Buy rating on Nvidia and raises its 12-month price target to $240 from $210, signaling about an 18% upside. Analyst James Schneider says investor expectations have increased ahead of Nvidia's Nov. 19 earnings print, helped by recent AI infrastructure announcements and Nvidia's GTC event. The firm expects a beat-and-raise quarter, with EPS estimates of $1.28 (Q3) and $1.49 (Q4), modestly above consensus, and lifts its datacenter revenue outlook by 13%. Schneider points to four potential stock movers after the print: details on the $500 billion revenue forecast, OpenAI deployments, the Rubin chip ramp next year, and a potential resumption of China business. With Nvidia up roughly 51% this year, shares remain sensitive to visibility and upside to CY26 guidance.

Crypto Trading Tools: Wallet Tracking, Sentiment Analysis, and Real-Time Alerts for a Sideways Market

October 31, 2025, 8:32 AM EDT. As markets drift in a sideways range, these crypto trading agents scan across networks to monitor wallet movements, scan contracts, and read sentiment. They deliver real-time alerts directly to Telegram or X, helping traders act on opportunities without drowning in data. Designed to trade smarter, not harder, these tools tackle the daily information overload by consolidating on-chain activity, sentiment signals, and contract updates into a single workflow.

Tamburi valorizza il 9% di Bending Spoons con maxi-plusvalenza; quota TIP ora ~300 mln in round da 11 mld

October 31, 2025, 8:30 AM EDT. In un round che ha attribuito a Bending Spoons una valutazione di 11 miliardi di dollari, Tamburi Investment Partners (TIP) ha realizzato una maxi-plusvalenza cedendo meno del 9% della sua partecipazione. Tip ha incassato circa €27 milioni, a una performance di circa 20x sul costo e una plusvalenza superiore a €25 milioni. La transazione lascia la quota di circa €300 milioni, poco meno del 20% della capitalizzazione di Tip. Tip specifica che non è un disinvestimento, ma la volontà di mostrare una realizzazione parziale del valore, restando parte della governance di Bending Spoons e convinti che la valutazione possa crescere ulteriormente.

Hovde Group Cuts Prosperity Bancshares Target to $80 but Maintains Outperform as Analysts Split

October 31, 2025, 8:28 AM EDT. Prosperity Bancshares (PB) saw its price target trimmed by Hovde Group from $83 to $80, but the firm keeps an 'outperform' rating with an implied upside of about 22.8% from the current level. The broader note follows a flurry of coverage: Raymond James ($75 target), Cantor Fitzgerald initiating at overweight with a $78 target, TD Cowen at buy with $79, and RBC trimming to $72 with a sector perform rating. Analysts remain split: 11 Buy, 6 Hold in the current tally, with MarketBeat calling a Moderate Buy and an average target of $81.50. PB traded around $65.13 after a solid quarterly print of $1.45 EPS on revenue of $314.7M; the stock's 52-week range sits between $61.06 and $86.75. Insider activity included a sale by Director Ned S. Holmes of 600 shares.

Pony AI (PONY) Valuation After 51.5% Surge: Is the Rally Justified?

October 31, 2025, 8:26 AM EDT. With a 90-day rally of 51.5%, Pony AI (PONY) has investors weighing growth against risk. The stock trades at 8.9x price-to-book, well above the US Software sector average and peers, suggesting investors expect substantial expansion or a turnaround even as profitability remains elusive. The latest move comes despite volatile earnings and uncertain revenue visibility. A contrasting view comes from the SWS DCF model, which signals the shares are about 16.7% below their fair value, implying potential undervaluation if growth remains on track. Yet sustained losses and sensitivity to industry shifts could tilt sentiment. Investors should monitor profitability trajectory, valuation signals, and risk factors as the story unfolds.

AppLovin (APP) Stock Price Prediction and Forecast 2025-2030

October 31, 2025, 8:24 AM EDT. AppLovin Corp. (NASDAQ: APP) has delivered rapid gains since its 2021 IPO, up 969.9% and recently outperforming the S&P 500 and Nasdaq. After an all-time high of $525.15 in February and a pullback of more than 35%, a better-than-expected Q1 rekindled upside momentum, with shares trading near a fresh high around $745.61. The bull case centers on its software for online advertisers, notably AI-powered advertising and an expansion into e-commerce advertising. Yet risks persist: a pending class action and short-seller concerns have capped enthusiasm. For 2025-2030, investors will weigh ongoing monetization gains and AI-driven growth against execution and legal risks, with catalysts likely to come from product enhancements, partnerships, and stronger monetization of advertising assets.

Amazon Beats, Apple Rises, Netflix Stock Split, Chocolate Inflation in Morning Squawk

October 31, 2025, 8:22 AM EDT. Amazon shares jumped ~13% after earnings topped estimates, with cloud growth of 20% and a higher capex guide for 2025, signaling bigger investments ahead. Apple rose ~2% as CEO Tim Cook highlighted demand for the iPhone 17 as 'off the chart,' underscoring a cautious approach to AI spending. Netflix climbed after unveiling a 10-for-1 stock split, a move aimed at drawing retail traders' interest. The briefing also notes a spike in chocolate prices, up about 30% YoY, reflecting ongoing inflation in consumer staples. Morning Squawk highlights a tech earnings backdrop and a rebound in equities as the month nears its close.

Canary Capital Rings the Closing Bell as Canary HBAR ETF Debuts on Nasdaq

October 31, 2025, 8:20 AM EDT. Canary Capital (Nasdaq: HBR), a digital asset-focused investment firm, celebrated the launch of the Canary HBAR ETF with a Closing Bell ceremony at Nasdaq MarketSite in Times Square. The ETF provides spot exposure to HBAR, the native token of the Hedera network. In honor of the milestone, Josh Olszewicz, VP and Head of Trading, rang the Closing Bell, underscoring the firm's move into listed crypto exposure and the growing convergence of traditional markets with digital assets.

AGNC Named Top 10 REIT by Dividend Channel, 14.40% Yield Highlights Value

October 31, 2025, 8:12 AM EDT. AGNC Investment Corp (AGNC) has been named a Top 10 REIT by Dividend Channel's DividendRank, highlighting attractive profitability and valuation. The stock trades near $10.00 with a price-to-book (P/B) ratio of 1.2, and an annualized dividend yield of 14.40%, versus Dividend Channel's universe average of 4.0% yield and a P/B of 2.6. The report cites a strong monthly dividend history and favorable long-term growth in key fundamentals. The DividendRank approach targets the strongest, most profitable companies trading at attractive valuations. REITs must distribute at least 90% of taxable income, which can cause dividend volatility. AGNC's current annual dividend is $1.44 per share, paid monthly, with an ex-date of 10/31/2025.

SLGN Named to Dividend Channel S.A.F.E. 25 for Decades of Dividend Growth

October 31, 2025, 8:10 AM EDT. SLGN (Silgan Holdings Inc) has been named to the Dividend Channel's S.A.F.E. 25 list, recognizing an above-average DividendRank, a 2.1% yield, and a track record of at least two decades of dividend growth. The designation comes as SLGN appears among holdings tied to the iShares S&P 1500 Index ETF (ITOT) and as a position within the SPDR S&P Dividend ETF (SDY), which together represent sizable stakes in the stock. The S.A.F.E. 25 criteria highlight a Solid return, Accelerating amount, Flawless history, and Enduring payouts – the latter evidenced by over twenty years of dividend payments. Silgan's annualized dividend is $0.8/share, paid quarterly, with the most recent ex-date on 09/02/2025. SLGN operates in the Metals Fabrication & Products sector.

Portland General Electric Named a Top 10 Dividend-Paying Utility by Dividend Channel

October 31, 2025, 8:08 AM EDT. Portland General Electric Co. (POR) was named a Top 10 dividend-paying utility stock by Dividend Channel's DividendRank. The analysis highlighted POR's favorable valuation and profitability, noting a recent share price near $43.77, a price-to-book ratio around 1.3, and an annual dividend yield of about 4.57%, versus a utility universe average yield of 3.8% and a P/B ratio around 2.4. Dividend Channel also cited POR's strong dividend history and favorable long-term growth metrics. DividendRank screens profitability and valuation to identify the most interesting stocks for further research. POR pays an annualized dividend of $2 per share, quarterly, with the most recent ex-dividend date on 12/24/2024. The piece stresses the importance of a solid dividend history when judging sustainability.

Marsh & McLennan (MMC) Named Top Socially Responsible Dividend Stock by Dividend Channel

October 31, 2025, 8:06 AM EDT. Marsh & McLennan Companies Inc. (MMC) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signaling an above-average DividendRank and a 2.0% yield. The designation reflects recognition by asset managers for ESG criteria spanning environmental and social factors, including product impact, energy use, human rights and corporate responsibility. MMC sits in the Insurance Brokers sector, with holdings in SUSA (0.21% of the fund) and DSI (0.28%). The company pays an annualized dividend of $3.60 per share, in quarterly installments, with the most recent ex-date on 10/02/2025. Investors may also consider Dividend history as a guide to ongoing payments, alongside peers like PGR and CB.

KALU Named Top 5 Dividend-Paying Metals Stock by Dividend Channel DividendRank

October 31, 2025, 8:04 AM EDT. Kaiser Aluminum Corp. (KALU) was named one of the Top 5 dividend-paying metals and mining stocks by Dividend Channel's DividendRank, highlighting attractive valuation and profitability metrics. The stock trades around $88.63 with a price-to-book of 1.8 and a current dividend yield of 3.48%, above the universe average of 1.7% and a price-to-book average of 4.3. Dividend Channel notes a strong quarterly dividend history and favorable long-term growth signals in key fundamentals. The annualized dividend is $3.08 per share, paid quarterly, with the most recent ex-date on 10/24/2025. The analysis emphasizes value-focused investors researching the strongest, most profitable, attractively valued names.

BofA: 'End of the cutting season' signals fail risks for 2025 as markets pivot

October 31, 2025, 8:03 AM EDT. Yesterday's stock rout gave way to futures buying this morning as traders weighed a possible pause in central-bank easing. The S&P 500 and Nasdaq fell sharply yesterday, but bets now lean toward tempered rate cuts. Fed expectations remain uncertain, with the CME FedWatch showing about 66% odds of a December cut and 33% for no cut. Bank of America's note dubbed this the "end of the cutting season" for major central banks, signaling likely pauses through 2025. Tech headlines remain mixed: AI spending funded by debt raising concerns after Meta's bond plan and softer responses to cloud-driven strength at Amazon, while Microsoft and Nvidia slipped. Investors worry about return on AI investment and "fail risks" for the year ahead.

Stocks Rally as Job Market Weakens: What Fed Policy Means for Investors

October 31, 2025, 7:48 AM EDT. Despite a deteriorating job market – slower hiring, rising layoffs and a ticking unemployment rate – stocks have punched new records. The disconnect stems from how the Fed steers markets: a little unemployment can reassure investors during inflation, because it nudges the central bank toward slower or smaller rate hikes or even cuts, which supports borrowing and asset prices. The piece notes the economy behaves like one giant auction: when rates stay low, demand and prices can rise; when rates climb, borrowing costs suppress bidding. With inflation still hovering near 3%, the Fed weighs price stability against employment, and markets often price in softer data as a catalyst for rate relief. Thus investors shrug off near-term labor weakness while awaiting clearer data and policy signals.

Stock futures rebound as Apple, Amazon earnings lift Big Tech

October 31, 2025, 7:46 AM EDT. US stock futures rose Friday, aiming for weekly gains after Apple (AAPL) and Amazon (AMZN) earnings revived faith in Big Tech. S&P 500 futures gained about 0.7% and Nasdaq-100 futures jumped around 1.2%, while Dow futures hovered near flat. Amazon surged nearly 13% in premarket trading after quarterly results topped expectations, with AWS posting a 20% revenue rise. Apple also beat estimates and offered upbeat holiday-quarter guidance, lifting its shares. The session followed a sell-off that knocked the S&P 500 and Nasdaq Composite lower. Meta sank after AI spending concerns; Netflix eyed a 10-for-1 stock split and was linked to a potential bid for Warner Bros Discovery. Traders awaited Fed speakers as rate-cut expectations grew amid policy divisions.

5 Stocks to Watch in November: MDB, AMPX Lead a Potential Double-Digit Rally

October 31, 2025, 7:42 AM EDT. November's market tone remains constructive as the S&P 500 trends higher on AI momentum and upcoming earnings. The five-stock list is projected to deliver double-digit gains as results and outlooks improve. In focus, MongoDB (MDB) has regained analyst confidence after a strong Q2 and expanding AI traction; targets near $430 imply roughly 30% upside, with earnings on Dec. 8 and rising coverage supporting the move. Amprius Technologies (AMPX) is carving a bullish setup-high-confidence continuation and a bull flag-with a path toward the $19-$20 zone if the Nov. 6 print lands strong. The broader narrative is that earnings surprises and AI deployment could lift the group alongside the market's November drift.

Ball Corporation (NYSE: BALL) faces 4.8% pullback as institutional ownership looms and one-year losses mount

October 31, 2025, 6:58 AM EDT. Ball Corporation (NYSE: BALL) posted a 4.8% pullback, extending a one-year decline. The core dynamic is heavy institutional ownership, with institutions controlling a large share and the top holders amassing about 87% of the float. The largest stake is held by The Vanguard Group at roughly 12%, making the stock highly sensitive to the trading actions of a constrained shareholder base. Last week's move contributed to a US$656 million drop in market cap and a 19% annual loss for shareholders. If the decline persists, this crowded trade could prompt more selling by institutions, potentially amplifying moves for individual investors.

Moderna's 13.9% Rally Signals Partnership Prospects and Cautious Near-Term Outlook

October 31, 2025, 6:54 AM EDT. Moderna (MRNA) jumped 13.9% to $28.14 on higher-than-average volume, snapping a roughly 10% slide over the past month. The rally followed reports of strategic talks with a major pharma partner that could lead to a large partnership or buyout. Looking ahead, Moderna is expected to report a quarterly loss of $2.15 per share on revenue of $860.07 million, a steep year-over-year decline. Analysts have trimmed the EPS estimate by about 5.8% over the last 30 days, a trend that historically challenges near-term price gains. Moderna holds a Zacks Rank #3 (Hold) in the Medical – Biomedical and Genetics group. The piece also notes Septerna's metrics, highlighting mixed signals in the sector. Investors will want to watch whether the momentum can sustain into the next report.

APOG Weakness: Is the Market Overreacting to Apogee Enterprises' Decent Fundamentals?

October 31, 2025, 6:46 AM EDT. Apogee Enterprises (APOG) has shed about 16% of its value in the past month, but the long-term case rests on fundamentals. The stock posts a trailing ROE of 8.9% on roughly $500m of shareholder equity, and net income has grown about 24% over the last five years. Yet the industry average ROE sits nearer 13%, and APOG's growth still trails the sector in some metrics while outperforming in others. The combination of profitability and earnings retention could support further gains even as near-term prices retreat. Investors face the question: is current weakness a true market correction or a valuation re-rating after solid earnings? Compare peers and assess intrinsic value versus the price.

COMM Crosses Above Average Analyst Target as Price Hits $10

October 31, 2025, 6:44 AM EDT. CommScope Holding Co. Inc (COMM) traded at $10.00, briefly crossing above the average 12-month target of $9.67 from Zacks coverage. The move puts the stock in the spotlight for analysts who may either lift targets or reassess valuations. Across 9 targets, estimates range from a low $7.00 to a high $15.00, with a standard deviation of $2.60. The broader takeaway is a wisdom of crowds signal: is $9.67 a stepping stone to higher targets, or has valuation stretched enough to warrant profit-taking? Current analyst ratings show a mixed view: Strong Buy 2, Buy 0, Hold 5, Sell 1, Strong Sell 2, averaging roughly 3.1. The data come from Zacks Investment Research via Quandl.com.

CHRW Crosses Above Average Analyst Target, Trading Near $99.37

October 31, 2025, 6:42 AM EDT. C.H. Robinson Worldwide (CHRW) has moved above the average 12-month target of $97.36, trading around $99.37 per share. With 22 Zacks-covered targets feeding the consensus, the gap between the median and outliers-such as a low target near $64 and a high at $128-highlights the crowd's range of expectations. Analysts face a choice after a round-number target is surpassed: re-rate higher or reassess valuation. The data show a broad mix of ratings (dominant Hold and a growing number of Strong Sells and Strong Buys across periods), underscoring ongoing caution about fundamentals versus sentiment. Investors will want to decide if $97.36 is a stepping stone or a peak.

CNX Resources Beats Analyst Target; Traders Reconsider Valuation

October 31, 2025, 6:40 AM EDT. CNX Resources Corp (CNX) shares traded at $19.17, topping the average 12-month target of $19.00. When shares clear a consensus target, analysts may either downgrade on valuation or raise their targets, depending on whether fundamentals justify higher prices. Across Zacks' coverage, CNX has eight official targets, ranging from a low of $13.00 to a high of $27.00, with a standard deviation of about $4.41. The approach reflects a wisdom of crowds view: a move above the average target invites investors to reassess whether $19.00 is a stepping-stone or if the stock has become stretched. The current analyst mix shows Strong Buy (4), Hold (4), and Sell (1) plus Strong Sell (1), with an average rating of 2.5.

RPC Reaches Analyst Target: RES Trades Above the $10.38 12-Month Target

October 31, 2025, 6:38 AM EDT. Shares of RPC, Inc. (RES) moved to $10.49 after crossing the consensus 12-month target of $10.38. When a target is hit, analysts may either push the target higher or reassess valuations. Within Zacks coverage, RPC has four targets contributing to the average, with a low of $9.00, a high of $13.00, and a standard deviation of $1.796. The idea of a "wisdom of crowds" target is that the avg reflects many views rather than a single opinion; investors should decide whether $10.38 is a stepping stone to higher levels or a sign of over-valuation. The latest analyst ratings show: Hold 2, Strong Sell 1, no Buys or Strong Buys; average rating 3.67. Data from Zacks via Quandl.

Calix (CALX) Reaches Analyst Target as Shares Edge Above Consensus Price

October 31, 2025, 6:36 AM EDT. Calix Inc (CALX) shares traded at $57.20, above the average 12-month target of $56.67 set by Zacks, suggesting analysts may reassess the stock. Zacks cites six targets for CALX, ranging from a low of $13.00 to a high of $74.00, with a standard deviation of about $23.60. Crossing the target highlights the idea of a wisdom of crowds-investors must decide whether $56.67 is a stepping stone to higher targets or a valuation stretch. The current analyst mix shows Strong Buy, Buy, Hold, and a single Strong Sell, producing an average rating near 2.0. Data are from Zacks Investment Research via Quandl, with standard Nasdaq disclaimer.

Five Dividend Aristocrats with Upside: Analysts See Capital Gains

October 31, 2025, 6:34 AM EDT. Analysts see meaningful upside for five Dividend Aristocrats highlighted by ETF Channel's review of the SPDR S&P Dividend ETF. These names combine dividend growth with potential price gains: Ecolab (ECL) up 31.5% with ~1.3% yield; Abbott (ABT) up 23.6% with ~1.7% yield; Illinois Tool Works (ITW) up 10.3% with ~2.4% yield; Expeditors (EXPD) up 10% with ~1.3% yield; Prosperity Bancshares (PB) up 8.1% with ~3.0% yield. When including the yields, the implied total return potential ranges roughly from 11% to 33%. The story: solid dividend growth plus modest upside in shares, but investors should watch for market risk and valuation.

CAH Crosses Above Average Analyst Target as Stock Trades at $57.19

October 31, 2025, 6:32 AM EDT. Cardinal Health, Inc. (CAH) moved above the Street's 12-month target of $56.88, trading at $57.19 as of the latest session. The move spotlights how analysts can react when a target is breached: they may raise targets or adjust valuations based on new fundamentals. Across Zacks' coverage of CAH, eight targets yield a mean around $56.88, with a high of $64.00 and a low of $48.00; the standard deviation is about $5.46. The framework echoes the wisdom of crowds: the aggregate view helps investors decide if the current level is a new milestone or a sign of overvaluation. Separately, CAH's coverage shows: 1 strong buy, 6 holds, 1 sell; average rating 2.88. Data sourced from Zacks via Quandl.

Betterware de México (BWMX) Earnings Strength: Unusual Items Fade, Growth Prospects Edge Higher

October 31, 2025, 6:30 AM EDT. Betterware de México, S.A.P.I. de C.V. (NYSE: BWMX) posted solid earnings supported by a rebound in profitability after unusual items dragged profit by Mex$696m last year. The company's earnings trajectory could improve if those one-off costs do not repeat, while EPS has grown about 34% per year over the last three years. Investors should note the mix of improvement and risk: unusual items were a headwind, analysts are forecasting further profitability, and the note flags 3 warning signs to consider. With continued margin discipline and potential growth, the stock could extend its positive post-earnings move, though risks remain.

Southwest Airlines Earnings Signal Potential Upside as Unusual Items Fade

October 31, 2025, 6:28 AM EDT. Southwest Airlines (NYSE: LUV) traded sluggishly after its earnings release. The takeaway: despite a profit this year, unusual items reduced profit by about $61m over the last twelve months, a drag unlikely to repeat. If those charges don't recur, earnings could improve in the current quarter, potentially lifting overall profitability. Analysts' forecasts and an interactive projection suggest the path ahead may be better than the trailing year. Investors should weigh this potential upside against the single warning sign highlighted in the report and the broader risks inherent in airline margins. Overall, the earnings signal remains cautiously positive for LUV holders who focus on earnings quality and recurring profitability.

Southern Co. (SO) Q3 Earnings Beat Estimates; Revenue Tops Ahead of Call

October 31, 2025, 6:20 AM EDT. Southern Co. (SO) reported Q3 earnings of $1.60 per share, beating the Zacks consensus of $1.50 and marking a +6.7% surprise from the adjusted figure of the prior year's $1.43. Quarterly revenue came in at $7.82 billion, topping the consensus by 3.8% versus $7.27 billion a year ago. The stock has advanced about 13.6% year to date, lagging the S&P 500's 17.2% gain. Management commentary on the earnings call will be pivotal for near-term momentum. Ahead of the print, Zacks rated Southern Co. Rank #3 (Hold); for the coming quarter the estimate is $0.62 on $6.84B in revenue, and $4.28 on $28.77B for the current fiscal year. Industry peers and estimate revisions may influence the stock's path.

HoldCo's Activist Push Targets America's Underperforming Regional Banks

October 31, 2025, 6:19 AM EDT. Vik Ghei and Misha Zaitzeff's HoldCo Asset Management has moved from relative obscurity to orchestrate activist campaigns against U.S. regional banks. The nine-person outfit, with about $2.6 billion in assets, has pressed lenders to act quickly or face public campaigns to overhaul boards and fire CEOs. Comerica's agreed sale to Fifth Third for $10.9 billion stands as a HoldCo victory, after which the firm signaled campaigns against Eastern Bank and First Interstate and now aims at Columbia Bank via a proxy fight. The maneuver marks a revival of bank activism after the 2008 crisis, aided by a more merger-friendly regulatory climate. Traders noted volatility, with regional names moving as the activist story unfolds.

Seadrill (NYSE: SDRL) Valuation: Is There Hidden Upside After Recent Share Price Gains?

October 31, 2025, 6:16 AM EDT. Seadrill's valuation has drawn attention after a ~4% month, while a one-year total shareholder return of -20% hints at a rebound needing clearer catalysts. The stock remains well below current analyst targets, suggesting potential upside if sentiment improves. Near-term risks include pricing pressure and competition, but potential catalysts exist: renewed offshore activity from TotalEnergies and BP, plus regulatory shifts in the US Gulf and Brazil could lift fleet utilization and dayrates into late 2026. The stock trades at 25.4x earnings, richer than peers (~16x). A fair value around $43.50 implies a valuation gap if optimism returns, though execution risk and softer markets could delay earnings upside. Investors will decide if SDRL is a bargain or already priced for perfection.

Hovnanian Enterprises: ROCE Stagnant as Capital Employed Grows; Stock Up 220%

October 31, 2025, 6:14 AM EDT. Investors seeking a long-term winner should watch whether ROCE rises as capital employed grows. For Hovnanian Enterprises (NYSE:HOV), the ROCE is 9.3% (EBIT $195m; assets minus current liabilities about $2.059b), below the Consumer Durables industry average of 13%. Over the past five years, the company has deployed roughly 41% more capital but the returns have remained flat at about 9.3%. In other words, higher investment hasn't unlocked higher returns. Yet the stock has delivered roughly 220% gains to shareholders over five years, complicating risk assessment. If these underlying trends persist, the odds of the stock becoming a true multi-bagger may be limited. The analysis also flags 3 warning signs investors should know about, underscoring ongoing risk despite the rally.

AI isn't to blame for the jobs slump: Fed policy and trade factors push openings down as stocks surge

October 31, 2025, 6:12 AM EDT. Since ChatGPT's launch, the S&P 500 has risen about 74% while job openings have fallen roughly 30%, sparking the so-called 'scariest chart in the world.' But economist Derek Thompson argues the story is more nuanced: the data are real, yet the main drag on hiring comes from policy, not AI. The Federal Reserve began raising rates in March 2022, delivering 11 hikes through July 2023 and cooling investment and hiring. Tariffs and immigration enforcement also trimmed labor supply and growth. Sector detail, including the Information sector, does not show an AI-driven collapse. Preston Mui of Employ America finds little support for an AI-doom narrative, suggesting the policy mix-not technology-is the real driver of the divergence.

Three Stocks Added to Zacks Rank #5 Strong Sell List: FLWS, BLIN, RCEL

October 31, 2025, 6:00 AM EDT. Zacks Investment Research adds three names to its Zacks Rank #5 (Strong Sell) list today: 1-800-FLOWERS.COM (FLWS), Bridgeline Digital (BLIN), and Avita Medical (RCEL). Each has seen significant downward revisions to its current-year earnings estimates in the last 60 days: FLWS about -87.9%, BLIN about -12%, and RCEL about -6.5%. The piece ties these revisions to Zacks' broader framework, including its '5 Stocks Set to Double' lineup, and highlights the allure of stocks flying under Wall Street radar, with prior picks delivering sizable gains (+171%, +209%, +232%). Additional notes promote related free reports such as Atomic Opportunity and 7 Best Stocks for the Next 30 Days.

US stock futures rebound as Apple and Amazon lift Wall Street

October 31, 2025, 5:56 AM EDT. US stock futures steadied higher after a tech-led slide, with S&P 500 futures up 0.7%, Nasdaq 100 futures up 1.3%, and Dow edging higher. The turn comes as Apple and Amazon posted strong results, lifting sentiment after a brutal sell-off in tech names. Amazon jumped about 13% premarket on a Q3 beat, with revenue of $180.2B and AWS up 20% y/y; Apple posted revenue of $102.5B and a positive holiday outlook. Netflix announced a 10-for-1 stock split, fueling optimism in the streaming space. Traders look to the Federal Reserve for clues on future policy after last week's rate decision, while broader markets eyed improved US-China relations and a pullback in volatility. Gold held near $4,000/oz as risk appetite recovered.

Stock Market News Today, 10/31/25 – U.S. Stock Futures Climb as Apple and Amazon Beat Expectations

October 31, 2025, 5:38 AM EDT. U.S. stock futures climbed Friday as investors reacted to Apple and Amazon beating expectations. Futures on the Nasdaq 100, the S&P 500, and the Dow Jones were higher by about 1.14%, 0.63%, and 0.04% at 4:44 a.m. ET. After Thursday's session decline on AI spending, earnings from these tech giants boosted sentiment. Amazon jumped over 13% on a 20% rise in cloud revenue; Apple gained around 3% on solid results and an upbeat iPhone outlook. Netflix announced a 10-for-1 stock split. Lookahead: XOM, ABBV, CVX, and CL due to report. The 10-year yield sits near 4.11%, WTI near $60.41, and Gold around $4,026/oz. Asia-Pacific markets were mixed.

VCI Global (VCIG) to Sell 2,777,778 Shares at $1.80 in Registered Direct Offering

October 31, 2025, 5:30 AM EDT. VCI Global (NASDAQ: VCIG) announced a registered direct offering of 2,777,778 ordinary shares at $1.80, aiming to raise approximately $5.0 million. The sale is at-the-market under Nasdaq rules and is expected to close around October 31, 2025, subject to customary closing conditions. Rodman & Renshaw is the exclusive placement agent. Net proceeds will be used for working capital and general corporate purposes. The offering is made pursuant to an effective Form F-3 shelf registration (File No. 333-279521) that became effective May 28, 2024.

Large-Cap Stock Analysis: Intel, AutoZone, and Boston Scientific

October 31, 2025, 5:10 AM EDT. StockStory identifies one large-cap to sell and two to watch based on 5-year trends. Intel (INTC) shows ongoing end-market pressure, with sales down 7.3% and EPS down 40.7% annually, and a shrinking free cash flow margin (down 34.9 percentage points) as it invests to defend its position; the stock trades around $40.74 with a forward P/E near 93.7x. In contrast, AutoZone (AZO) posts solid top-line growth from new stores and same-store sales, a best-in-class gross margin of 52.9%, and a two-year operating margin of 19.8%; priced at $3,715 and ~24.1x forward P/E. Boston Scientific (BSX) benefits from diversified devices, with 16.2% organic revenue growth over two years and 19.9% annualized EPS growth, plus an improving free cash flow margin of 4.3 percentage points.

Asian shares retreat as Trump-Xi truce tempers fears but tech counts pull back

October 31, 2025, 4:08 AM EDT.Asian shares were mostly lower as traders cooled after Trump-Xi met and extended a trade truce, even as U.S. stocks dipped. Hong Kong's Hang Seng slid 1.1% and the Shanghai Composite fell 0.8% as China's factory activity showed a seventh straight contraction (PMI 49.0). Japan's Nikkei rose 2.1% to a fresh high on stronger September output. Korea and Australia drifted. In the U.S., Big Tech headlines pressured the market: Meta fell 11.3% and Microsoft slid 2.9%, while Alphabet rose about 2.5%. Investors weighed AI spending plans against lingering tensions with Beijing. Analysts cautioned sentiment remains sensitive to AI investments' payoff and the pace of trade negotiations.

Ripple Swell 2025: RLUSD Stablecoin Redefines Global Payments

October 31, 2025, 4:04 AM EDT. Ripple is pushing its RLUSD stablecoin, built on the XRP Ledger and Ethereum, to power instant, real-time payments and lower cross-border costs. At Swell 2025, Ripple plans updates on how RLUSD is moving money faster for institutions, nonprofits, and charities. Monica Long frames this as tangible real impact beyond hype, with more than $50 million of RLUSD deployed this year across networks. Partnerships with World Central Kitchen, Water.org, Mercy Corps, and GiveDirectly show blockchain-enabled aid delivery in action. Jack McDonald, Head of Stablecoin Strategy, says the goal is real adoption and financial inclusion. RLUSD is presented as a practical utility token-faster, cheaper, and more transparent payments that could reshape global finance.

Princes Group IPO Priced at Bottom of Range in London, Raises £400 Million

October 31, 2025, 3:50 AM EDT. Princes Group Plc priced its IPO in London at the bottom end of the marketed range, issuing at £4.75 per share and raising about £400 million. The deal values the company at roughly £1.16 billion in market capitalization and stands as the UK's biggest first-time share sale by a local company in four years. Proceeds will fund acquisitions and bolster the group's growth of its canned tuna brand. While the pricing caps near the lower end, it preserves upside for investors on the stock's trading debut and gives Princes a stronger balance sheet as it expands its footprint in Europe and beyond.

Webull (BULL) Valuation After 27% Drop: Is the Entry Point Real?

October 31, 2025, 3:34 AM EDT. Webull (BULL) has slid about 27% over the last 30 days, though revenue and net income trends remain steady. The pullback keeps the longer-term story intact, with a 3-year TSR of 7.47% and a still-narrow valuation case. The stock trades well below analyst targets and is described as undervalued, with a quoted fair value of $18.50. Key drivers include AUM growth and rapid international expansion into Canada, Latin America and Europe, which broaden the customer base. The question for investors is whether the weakness signals a genuine entry point or if markets price in higher risk from tighter regulations or softer retail trading activity. Always weigh risks against potential earnings and margin trajectories.

Alphabet Leads Premarket Rally as Meta, Lilly, and More Move on AI Spending and Earnings

October 31, 2025, 1:48 AM EDT. Premarket movers include Alphabet rising over 7% after Q3 results driven by Google Cloud and YouTube ads; adjusted EPS $3.10 on revenue of $102.35B, above estimates. Meta Platforms falls more than 8% after lifting its AI capex guidance to the $70-72B range. Microsoft slips about 2% as CFO notes accelerated capital spending; Azure revenue up 40%. Eli Lilly climbs roughly 5% with Q3 earnings and revenue topping expectations, and full-year guidance raised. Merck & Co. dips about 3% on mixed results, with Keytruda revenue slightly below forecasts. Comcast edges higher near 2% on solid results. MGM Resorts International drops around 3%; Shake Shack and Starbucks move modestly, with Starbucks down about 3% on softer earnings.

Asia shares mixed as Trump-Xi trade truce lands; Chinese markets fall

October 31, 2025, 1:30 AM EDT. Asian shares were mixed after a slide in U.S. stocks and a cautious mood about U.S.-China relations. Tokyo rose, with the Nikkei 225 up about 1.7% to a fresh high on stronger September industrial production. By contrast, Chinese markets fell as the official PMI showed factory activity contracting for a seventh straight month. The Hang Seng and Shanghai Composite slipped, while other regional gauges posted modest gains. In the U.S., the S&P 500 and Nasdaq slid as investors priced in demand concerns for Big Tech, with Meta Platforms off more than 11% and Microsoft down near 3% despite solid results; Alphabet rose on stronger earnings. Traders weighed President Trump's remarks about tariff cuts against lingering tensions and watched oil and futures.

Macerich (MAC) Valuation Review: Long-Term Returns Outpace Short-Term Drift

October 31, 2025, 1:20 AM EDT. Macerich (MAC) has posted mixed near-term moves, with a 30-day price return down 7.03% and a 16.40% year-to-date decline, yet the stock sits well above historical levels. The standout is long-horizon performance: 3-year total shareholder return of 69.2% and 5-year TSR of 204.1%, rewarding longer-term holders even as near-term momentum cools. The shares trade below analyst targets and at a meaningful discount to the intrinsic value, raising the question of whether MAC is undervalued or already priced for future growth. A widely cited fair value narrative places MAC around $19.53. Still, high debt and ongoing challenges in traditional retail loom as key risks that could threaten earnings despite potential upside.

Asia stocks mixed as Chinese markets fall despite Trump-Xi trade truce

October 31, 2025, 1:14 AM EDT. Asian shares were mixed as investors weighed a prior U.S. sell-off and earnings while futures rose and oil slipped. President Trump described his talk with Xi Jinping as constructive amid lingering tensions in US-China relations. In Japan, the Nikkei 225 jumped 1.7% to 52,201.05 on stronger industrial output. Hong Kong's Hang Seng fell 0.9% and Shanghai's Composite slipped 0.6 as China's official PMI showed manufacturing contracting for a seventh straight month. South Korea's Kospi gained 0.4% and Australia's ASX 200 rose 0.2%, with Taiwan's Taiex up 0.5%. US indices retreated: S&P 500 -1%, Dow -0.2%, Nasdaq -1.6%. Tech giants remained in focus: Meta slid about 11%, while Alphabet climbed ~2.5% and Microsoft fell ~3% on mixed results and AI spend expectations.

Reeves pushes UK retail investing as AI bubble fears mount and US exposure looms

October 31, 2025, 1:04 AM EDT. Britain's push to boost retail investing faces turbulence from fears of an AI-driven stock bubble and US-linked exposure. Industry insiders warn a pullback could make government efforts harder, while others urge a broad education plan so savers don't abandon the stock market. Laith Khalaf promotes dollar-cost averaging as a safer path than lump-sum bets. Reeves is weighing a policy to introduce a minimum UK stock shareholding in ISAs to shield savers and channel money into local companies-despite FTSE 100's substantial US revenue. Separate worries on private credit risks and recent lender losses compound market fragility. BoE governor Bailey likens current risks to 2008-era concerns, underscoring the autumn budget's high-stakes for UK equities, retail investors, and the Chancellor.

Agnico Eagle Mines: Margin Surge Outpaces Modest Revenue Growth Outlook

October 31, 2025, 12:26 AM EDT. Agnico Eagle Mines (NYSE:AEM) reports a remarkable margin expansion, with current net profit margins at 32.6% vs 12.9% a year ago and year-over-year earnings up 240.6%. Yet top-line growth remains subdued, with revenue growth forecast at just 2.5% annually-well below the US market's ~10.3% and a projected -0.4% earnings decline per year over the next three years. Analysts credit efficiency initiatives, such as underground fleet management and digitalization, and stable jurisdictions to sustain profits even as revenue growth slows. The mix underscores a margin-driven profitability story tempered by gold-price dependence and project execution risk. With a current price around $162.61 and a consensus target of $186.37, investors see roughly 15% upside, though risks remain if gold prices slip or timelines overrun.

TopBuild (BLD) Valuation Under Spotlight After Recent Rally

October 31, 2025, 12:12 AM EDT. TopBuild (BLD) moved higher after a 7% rally in the past month, drawing attention to its earnings trajectory and the durability of its momentum. Year-to-date gains near 36% set a brisk backdrop, with a 19% total shareholder return over the past year highlighting growth potential that investors may be pricing in. Bulls cite a disciplined M&A strategy, supply-chain investments, and improving EBITDA margins as catalysts for continued earnings expansion. Critics warn that weak residential construction activity and integration risks could derail upside if expectations don't materialize. At roughly 19.8x trailing earnings, the stock trades richer than peers, signaling a premium valuation that hinges on durable top-line growth and margins. A fair-value view implies some upside, but risks warrant caution.

BGU.U:CA Stock Analysis and Trading Signals – Bristol Gate Concentrated US Equity ETF

October 31, 2025, 12:10 AM EDT. AI-generated signals for BGU.U:CA (Bristol Gate Concentrated US Equity ETF) are updated with a Near-term buy around 35.61, and a stop loss at 35.43. No short-seller plans are offered at this time. The report highlights the timestamped update for BGU.U:CA and includes a rating matrix across Near, Mid, and Long horizons, with descriptors such as Strong, Weak, and Neutral. Traders should monitor the ongoing AI-generated signals for BGU.U:CA and be mindful that the current plan emphasizes a long entry while avoiding new shorts.

Stock Market Today

  • AI stock picks spark wild results as investors pit bots against human advisers
    October 31, 2025, 1:35 PM EDT. Last year, Harpaul Sambhi tested whether an AI agent could beat his human wealth manager. He allocated 10% of his portfolio to AI-recommended stocks via Deep Research in ChatGPT, citing Nvidia, TSMC, and miners. Over the year, the ChatGPT-driven portfolio delivered about 35% returns, while the human adviser rose ~40% - roughly in line with a ~15% gain for the S&P 500. The experiment highlights how many adults are turning to generative AI for financial guidance, with 2/3 of adults who used AI reporting it helped, yet more than half who acted on AI advice say they made a mistake. Analysts warn that choosing stocks with chatbots can be risky, and winners may come from AI-savvy companies rather than flashy tips.
  • Stocks rebound as Amazon, Nvidia lift Big Tech; S&P 500, Nasdaq rise
    October 31, 2025, 1:32 PM EDT. U.S. stocks rebounded Friday, with the Nasdaq up 1.2%, the S&P 500 0.6%, and the Dow 0.2% as investors shrugged into strong earnings from Amazon that revived faith in Big Tech. Amazon jumped after posting solid Q3 results and a 20% surge in AWS revenue, while Apple hit a new high before trimming gains. Nvidia advanced on fresh South Korea AI deals, and Netflix rose on a 10-for-1 stock split. The rally comes as fresh Magnificent Seven results rekindle growth expectations and ease worries about AI infrastructure spending. Fed speakers suggested policy could stay tight for longer amid persistent inflation. October is shaping up with the Nasdaq set for about a 5.3% rise, and the S&P 500 and Dow ahead by around 2.6% or more-first positive October since 2022.
  • Netflix Announces 10-for-1 Stock Split Ahead of November 17 Trading
    October 31, 2025, 1:28 PM EDT. Netflix is set to execute a 10-for-1 stock split after the close on Friday, November 14, with split-adjusted trading beginning Monday, November 17. Shareholders will receive nine new Netflix shares for each one owned, preserving overall stake while reducing the per-share price. The move aims to boost accessibility for employees participating in the stock-option program and may widen appeal to external investors after a year-to-date rally. In recent sessions, NFLX rose roughly 3% as shares push ahead about 26% for 2024 against the S&P 500's gains. Elsewhere, DexCom slid on a cautious revenue outlook and Apple climbed to fresh highs on strong holiday-season guidance.
  • DYNF Leads ETF Inflows with $215M Week-Over-Week Spike; DUK, PH, TRV Movers
    October 31, 2025, 1:25 PM EDT. ETF Channel flags a notable week-over-week inflow for the iShares U.S. Equity Factor Rotation Active ETF (DYNF), reporting about $215.2 million in new units, a 0.8% lift from 471.6 million to 475.2 million. Among DYNF's top holdings today, Duke Energy (DUK) slipped about 0.7%, while Parker-Hannifin (PH) rose roughly 0.7% and Travelers (TRV) fell about 0.6%. The ETF's latest price sits near its 52-week high of $61.38 versus a low of $42.10, with a last trade near $61.00. Large inflows can imply demand for the factor-rotation approach and may impact the ETF's underlying holdings as new units are created.
  • USHY High Yield ETF Sees $102.4M Inflow, 1.2% WoW Rise in Shares Outstanding
    October 31, 2025, 1:22 PM EDT. In ETF Channel's weekly notes, the iShares Broad USD High Yield Corporate Bond ETF (USHY) posted a notable inflow of about $102.4 million, lifting shares outstanding by roughly 1.2% (from 205.8 million to 208.3 million). The price context shows a last trade near $41.03, with a 52-week range of $40.42-$41.80 and a read relative to the 200-day moving average. This flow signals demand for exposure to high-yield USD corporate bonds and reflects how unit creation/destruction can influence an ETF's holdings. The note also explains how weekly flow data helps gauge investor interest in USHY and similar ETFs.
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