Mateusz Kaczmarek

What’s Behind the Paper-Check Change? In March 2025 President Trump signed an executive order (EO 14247) directing agencies to “eliminate physical payments…to the extent permitted by law” kiplinger.com. By late summer, Treasury and SSA announced a Sept. 30 deadline to switch benefit checks to direct deposit or Treasury’s prepaid Direct Express card ssa.gov home.treasury.gov. The goal: save taxpayer money and speed payments. As Treasury put it, digital transfers “are safer, faster, and far more efficient” home.treasury.gov. (In fact, each mailed check costs about 50¢ to produce vs 15¢ electronically hindustantimes.com.) SSA encouraged beneficiaries to enroll in direct deposit via their “my Social

Costco’s stock trades at a premium multiple of roughly 50× trailing earnings (about 30× forward EPS) ts2.tech ts2.tech, well above peers like Walmart (~34×) and Target (~11×). Bulls argue this rich valuation is justified by Costco’s steady growth, strong membership economics and defensive “bulk discount” model ts2.tech ts2.tech. Skeptics warn the shares could be “priced for perfection,” meaning any consumer slowdown or earnings miss might trigger a pullback ts2.tech ts2.tech. Strong Q4 Results and Member Spending Costco’s late September earnings were a highlight. For the quarter ended Aug 31, total revenue was $86.16 billion, just above the $86.06 billion consensus reuters.com. Earnings

Beyond Meat’s collapse stands in sharp contrast to the broader market, which has been strong in 2025 (S&P 500 up ~14% YTD) ts2.tech. Instead of enjoying a 21st-century tech breakout, BYND is now one of the most-shorted stocks (short interest ~64% of float reuters.com) and a cautionary tale of peak hype turning to panic. Debt Restructuring Drowns Stock On Oct. 13, Beyond Meat announced that nearly all ($1.15 billion) of its 2027 convertible notes would be swapped into new debt and equity ts2.tech reuters.com. Under the deal, bondholders surrendered their convertible bonds in exchange for roughly $208.7 million of new convertible notes (7%,

Sources: Recent Reuters and MarketBeat analyses, and The Coca-Cola Company’s own filings and press releases (cited above), provide the data and quotes used herein reuters.com reuters.com investors.coca-colacompany.com reuters.com ts2.tech. The market data reflect trading as of Oct. 17, 2025.

Stock Performance & Analyst Consensus Intuitive’s stock has been volatile in 2025. It gained ground last week on optimism (e.g. up ~2.7% on Oct. 17) and now sits around $446 investing.com marketbeat.com. Over the past year, the price swung between about $425 and $616 investing.com. At ~$446, ISRG trades at a high single-digit P/E (~60x) compared to the medtech sector, but analysts argue much of Intuitive’s growth is already priced in. Institutional sentiment is upbeat: 22 of 32 surveyed analysts rate ISRG a Buy, with an average 12-month target of roughly $576 investing.com (implying ~29% upside). For example, RBC Capital

FAA Approves Higher Output In a major positive for Boeing, the FAA on Oct 17 announced it had “conducted extensive reviews” and would allow Boeing to ramp 737 MAX output to 42 per month reuters.com. Boeing immediately confirmed it would “begin boosting production quickly” reuters.com. Boeing CEO Kelly Ortberg had long said the company was “pretty confident” it could raise the rate to 42 by year-end reuters.com, and after regulatory approval he outlined plans for subsequent increases in five-jet increments reuters.com. Tech investor site TechStock² noted the FAA news alongside other positives: “U.S. regulators cleared Boeing to boost 737 MAX output

Starbucks stock trades in the mid-$80s (Nasdaq: SBUX) after a recent bounce; it remains down about 9–10% over the past year ts2.tech simplywall.st. CEO Brian Niccol has launched a $1 billion “Back to Starbucks” turnaround – closing roughly 1% of U.S./Canada stores (several hundred locations) and cutting ~900 corporate jobs ts2.tech reuters.com. Q3 FY2025 results (ended July) were weak: EPS $0.50 (missing consensus) and profit plunged ~47% YOY on higher costs ts2.tech marketbeat.com. Wall Street is cautiously optimistic: ~⅔ of analysts rate SBUX a Buy, with an average 12‑month target around $100–105 (roughly 17–20% above current prices) ts2.tech stockanalysis.com. Labor tensions

Steady Stock Performance, Mixed Trends Disney’s share price has been relatively flat in 2025 after rallying in 2024. As of Oct. 17 the stock sat around $110.7 marketbeat.com, roughly unchanged from early January. Over the last few days DIS has traded in a narrow $109–112 range stockanalysis.com. Year-to-date Disney is up only ~0.8% benzinga.com, underperforming the broader market rally. In late September and early October the stock dipped into the high-$100s, but analysts say any pullback may present a buying opportunity given Disney’s upcoming catalysts. Trading volumes have been healthy, with recent sessions showing average daily volume (~10–15 million shares).