Record Rally Fueled by AI Deal Frenzy AMD’s stock went on a historic tear in October, propelled by excitement over its new AI partnerships. The rally kicked off Oct. 6 when AMD revealed its OpenAI deal – the stock skyrocketed ~34% in a single dayts2.tech, its biggest one-day jump in nearly a decade, adding about $80 billion to AMD’s market cap. Just days later, on Oct. 14, AMD got another bump (+3%) after Oracle announced plans to use AMD’s chips. These gains were especially striking because they occurred despite some broader market headwinds (e.g. interest rate and geopolitical worries) – an

Recent Performance and Q3 Financials Mastercard (NYSE: MA) has been trading in the mid-$550s heading into the holiday season. By Oct 22 it was ~$570ts2.tech, and it closed Friday (Oct 31) near $552.6marketbeat.com. The stock remains near all-time highs (~$599 in Aug)ts2.tech, buoyed by strong earnings and positive news flow. Over the past year MA is up ~+8.7%marketbeat.com, roughly in line with the S&P 500. The catalyst has been impressive third-quarter results. On Oct 30, Mastercard reported Q3 revenue of $8.60 billion (up 17% YoY) and adjusted EPS of $4.38ts2.tech. This handily beat Wall Street’s ~$4.32 estimatets2.tech. Net profit was

JPMorgan Snapshot: Price, Performance & Returns JPMorgan’s stock has been one of the market’s top performers in 2025. Over the past 12 months it’s jumped nearly 38%barchart.com, far outpacing the S&P 500 and sector peers. This year alone (Jan–Oct 2025) it’s up ~29.1%, versus ~16% for the S&Pbarchart.com. As of Oct. 31 the shares traded around $311.12stockinvest.us. With a market cap ~850 billionbarchart.com, JPMorgan remains the largest US bank. The firm boasts strong fundamentals. It just announced a higher dividend ($1.50 per quarter) and a $50 billion buybackjpmorganchase.com – moves that underpin its shareholder-friendly policies. (For context, JPM’s dividend yield is modest

Q1 Results: Resilient Core Demand (Beauty & Grooming Drive Growth) P&G’s latest quarter beat expectations on nearly every metric. The $22.39B net sales (up 3% YoY) reflected a 2% organic gain, entirely from higher pricing and mixad-hoc-news.de. Reported EPS was $1.95 (+21% YoY), driven by last year’s heavy restructuring charges, while core EPS was $1.99 (+3%)pginvestor.comad-hoc-news.de. Beauty saw ~6% organic growth (premium skincare/skin-care innovations led the way) and Grooming ~5% growthts2.techad-hoc-news.de. By contrast, Fabric/Home Care and Health Care were flat or down slightly on weak volume and heavier discountingad-hoc-news.de. P&G attributed the beat to “strong execution of our integrated strategy”pginvestor.com

Stock Performance & Valuation Walmart’s stock has been on a tear. After reaching ~$106–107 in mid-Octoberts2.techmarketbeat.com, it settled near $101 as of last Friday’s closemarketbeat.comstockinvest.us. Year-to-date WMT is up roughly 30%ts2.tech, far outpacing the S&P 500. The 52-week trading range is about $79.8–109.6stockinvest.us. At ~$101, Walmart’s market cap is roughly $807 billionstockinvest.us, making it one of the largest U.S. retailers. Investors have bid up Walmart’s valuation. Its forward price/earnings ratio is currently around 35–36×reuters.com – well above its own 5-year average (~25×) and roughly double the sector medianreuters.com. (For comparison, Discount retailer Target trades at ~12× P/Ets2.tech.) The rich valuation

Earnings & Guidance Lift Hopes Johnson & Johnson’s Q3 report and guidance boost have underpinned recent optimism. Excluding currency effects, total sales rose 6.8% to $23.99B, with key drugs like Darzalex ($3.67B) and its autoimmune blockbusters driving growthts2.techreuters.com. Adjusted EPS of $2.80 beat forecasts, and management raised full-year 2025 product revenue guidance to $93.5–93.9Breuters.com. Such beats and raises were well-received: on Oct. 14 JNJ stock spiked ~2%, closing near $191ts2.tech. Analysts point out that JNJ now expects 2026 sales growth above 5%, reflecting confidence in its new drug launches and MedTech momentumts2.techinvesting.com. Even as the blockbuster Stelara loses exclusivity, JP