Vanguard Information Technology ETF Concentrates Exposure in Nvidia, Apple and Microsoft
October 23, 2025, 6:44 AM EDT. Investors eyeing broad exposure to the information technology space can take a straightforward route with the Vanguard Information Technology ETF (VGT). The ETF spreads across about 314 stocks in 12 sub-sectors, giving investors access to a diversified tech cohort without picking winners. Still, the fund’s top holdings dominate: Nvidia, Apple and Microsoft account for about 43.6% of the portfolio, with weights of roughly 17.16%, 13.35%, and 13.09% respectively. The semiconductor segment, the largest sleeve at about 31.3%, reflects Nvidia’s surge and AI-driven demand. Top contributors also include Broadcom, Oracle, Palantir and Cisco, illustrating how AI, data centers, software and cloud services shape the lineup. For AI-era tech exposure, VGT offers a simple, liquid vehicle.
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AAK AB Q3 Profit Rises on 3% Sales Growth as Volumes Decline; Outlook for 2030
October 23, 2025, 6:48 AM EDT. AAK AB reported a Q3 profit uptick as net sales rose 3% on stronger demand, though volumes fell. Profit attributable to shareholders reached SEK 909 million, with EPS at SEK 3.49 and pre-tax profit at SEK 1.22 billion. Net sales climbed to SEK 11.50 billion. By segment, Chocolate & Confectionery Fats rose 11% to SEK 3.90 billion, while Food Ingredients were flat at SEK 7.09 billion; Technical Products & Feed declined 10% to SEK 509 million. Total volumes dropped 7% to 510k tonnes (down 2% excluding Hillside). The group remains optimistic about its long-term 2030 ambitions. On the Stockholm bourse, the stock traded around SEK 266.60, down 0.23%.
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XRP Price Forecast: Ripple Could Reach $7.50 by 2035
October 23, 2025, 6:50 AM EDT. Across a $3 trillion crypto market, XRP bulls expect a sustained uptrend. The author’s target around $7.50 by early 2035 implies about a 240% total return over the next decade and roughly 13% annualized gains. The case rests on XRP’s role as a faster, cheaper cross-border payments option on the Ripple XRP Ledger and potential bank and fintech adoption. A shift toward spot XRP ETFs could unlock demand from retail and institutional investors by listing XRP on traditional exchanges, reducing crypto-exchange friction. If adoption expands and regulatory paths clear, XRP could attract more capital even amid ongoing crypto volatility.
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Nu Holdings’ Global Expansion and Profit Ramp Point to a Bold Five-Year Outlook
October 23, 2025, 6:54 AM EDT. Nu Holdings is accelerating growth across markets and products. The company continues to add customers at a rapid pace and is expanding into new markets, while monetizing existing users with additional products. Despite macro headwinds in Brazil, its credit business is thriving. In 2025 Q2, Nu added 4.1 million customers (up 17% YoY), bringing totals to 122.7 million, including 107 million in Brazil – over 60% of the adult population. Growth is accelerating in Mexico and Colombia, and an eye toward the U.S. bank charter could broaden scale. Revenue rose 40% YoY (currency-neutral). ARPAC climbed 18% to $12.20, while cost to serve fell to $0.80. With ongoing cross-selling, double-digit revenue growth and rising margins look sustainable over five years.
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Asian Shares Mixed in Cautious Trade as US-China Tensions Weigh on Markets
October 23, 2025, 6:56 AM EDT. Asian markets closed mixed as investors weighed US-China tensions and mixed earnings, including a sharp drop in Tesla’s profit. A White House official signaled export restrictions on China using U.S.-made software, ahead of a Xi-Trump meeting next week. Shanghai Composite +0.22% to 3,922.41; Hang Seng +0.72% to 25,967.98; Nikkei -1.35% to 48,641.61; Topix -0.39% at 3,253.78; Kospi -0.98% to 3,845.56. Australia edged higher; NZX-50 +0.53%. The dollar firmed; gold drifted below 4100; oil rallied over 3% after sanctions on Russia. U.S. stocks slid on Netflix and Texas Instruments results, with the S&P 500 and Nasdaq lower as investors awaited inflation data and the Fed outlook.
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Trump Tariffs Live: US Eyes China Export Curbs as Talks Advance
October 23, 2025, 6:58 AM EDT. Live updates show China’s Vice Premier He Lifeng meeting Treasury Secretary Scott Bessent in Malaysia, paving the way for a Xi Jinping and Donald Trump summit later this month. The United States is weighing export curbs on software to China as part of a broader tariff showdown that could include 100% duties from Nov. 1, especially after China tightened rare-earth exports. Both sides seek a path to a high-stakes meeting amid volatile markets. Trump has pressed a list of demands-rare earths, fentanyl, soybeans-while signaling room for a deal. The White House also moved to ease some auto tariffs, and analysts warn Americans may bear most tariff costs. Other notes: talks with India toward relief, a looming Supreme Court ruling on reciprocal duties, and phased duties on cabinets, timber and wood products.
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ZFC:CA Stock Analysis and Trading Signals – Stock Traders Daily Canada
October 23, 2025, 7:00 AM EDT. ZFC:CA Stock Analysis and Trading Signals from Stock Traders Daily Canada highlights a long-term trading plan for the BMO SIA Focused Canadian Equity Fund. Buy near 47.97, with a stop loss 47.73. No short plans offered at this time. AI-generated signals for ZFC:CA show Near-term: Strong, Mid-term: Neutral, Long-term: Neutral. The update notes updated AI-generated signals for the fund and references a timestamp (October 23, 2025, 05:39 AM ET). A chart is provided for ZFC:CA with accompanying ratings. Traders should monitor price near the entry and keep the neutral longer-term outlook in mind while following the stated plan.
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European shares mixed after earnings deluge as EU sanctions weigh on markets
October 23, 2025, 7:02 AM EDT. European equities were mixed on Thursday as investors digest a flood of earnings and await U.S.-China trade cues. The STOXX 600 rose 0.1%, while the DAX fell 0.4% and CAC 40 gained 0.1%; the FTSE 100 up about 0.5%. In a political backdrop, the EU adopted a 19th sanctions package against Russia, including a ban on LNG imports. On the corporate side, SAP slid 2% after soft Q3 revenue; Orange rose 1% on stronger full-year guidance. Other movers: Renault -1.4%, Dassault Systèmes -16%, STMicroelectronics -5%, Volvo Car +34%, Rentokil +10%, Nokia +9%, Lonza +3.5%, Roche -2.3%, Intercontinental Hotels -1.2%, Unilever +2%, Lloyds +1%.
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Apple Stock Rallies on Q3 Momentum: iPhone 17 Demand and Services Growth
October 23, 2025, 7:04 AM EDT. Apple’s fiscal Q3 showed Revenue up 10% to about $94B, with iPhone sales up 13% and Services up 13% to a record $27.4B. The stock’s ascent follows improved profitability, with EPS up 12% to $1.57 and a gross margin of 46.5%. The company closed the quarter with roughly $133B in cash and marketable securities and about $92B of debt, underpinning a robust free cash flow of $96.2B and a new $100B share-repurchase program plus a 4% dividend hike. With a healthier core business and an iPhone cycle tailwind, risk to trim now may be limited.
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Swedbank Q3 Net Income Declines; EPS, Net Interest Income Fall
October 23, 2025, 7:06 AM EDT. Swedbank reported a Q3 net income of SEK 8.5 billion, down from SEK 9.4 billion a year earlier. Diluted earnings per share fell to SEK 7.53 from SEK 8.30. Net interest income declined to SEK 10.8 billion from SEK 12.2 billion, while total income dropped to SEK 17.11 billion from SEK 19.15 billion. The lender attributed the results to its ongoing execution of its customer-focus strategy, with CEO Jens Henriksson saying, ‘Our customer focus is producing results.’
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3 Epic AI Stocks to Buy Before 2026: Nvidia, TSM, Alphabet
October 23, 2025, 7:08 AM EDT. Investors eye 2026 as a milestone for the AI megatrend. Nvidia remains the computing leader, with GPUs driving the AI data center surge. TSMC supplies the chip manufacturing backbone, and its upcoming 2nm node promises greater efficiency as AI workloads scale. Alphabet is earning growing respect in the AI arena, leveraging search and cloud capabilities to monetize AI advances. The AI boom shows no signs of slowing into 2026, suggesting these names could outperform as infrastructure needs expand, even as competition intensifies. With global data-center capex devoted to AI, Nvidia’s and TSMC’s cycle and Alphabet’s AI-powered services position them to benefit from the long runway of AI infrastructure buildout.
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Shake Shack Down 28% YTD Despite Record Revenue; Is It a Buy?
October 23, 2025, 7:10 AM EDT. Shake Shack shares slid after reporting a record revenue quarter, with adjusted EPS of $0.44 on $356 million in revenue, beating expectations. The company added 63 stores YoY (up 11.5%) and grew revenue 12.6% YoY, while same-store sales growth came in at 1.8% vs a 2% target. The stock has fallen about 28% YTD as investors weigh the slower SSS trajectory against a strong top line. Management is pursuing an aggressive expansion path, underpinned by pricing power-enabled by loyal customers and prior price hikes. If the business can sustain pricing power and 18 straight quarters of SSS gains, long-term upside could exist, but near-term catalysts remain uncertain amid macro headwinds.
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Nasdaq Approves NLS-Kadimastem Merger; Close Set for Oct. 30, 2025; Ticker NCEL
October 23, 2025, 7:12 AM EDT. Nasdaq has approved the listing of NLS’s common shares under the new name NewcelX Ltd. and trading symbol NCEL following completion of the merger with Kadimastem. The merger is expected to close on October 30, 2025, with trading under the combined company’s new name starting October 31, 2025. Upon completion, Kadimastem shareholders will own about 84.4% of the combined entity and NLS shareholders about 15.6%; each Kadimastem share exchanges for roughly 6.92 NLS shares pre-split, or about 0.62 NLS shares post-split. Kadimastem will delist from the Tel Aviv Stock Exchange (TASE) and the remaining conditions are subject to closing factors. The company’s warrants will not be listed post-merger. Updates will be provided if timelines shift.
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Implied 12-Month Target for VIS Signals ~11% Upside Based on Underlying Holdings
October 23, 2025, 7:18 AM EDT. ETF Channel analysis finds Vanguard Industrials ETF (VIS) carries an implied 12-month target price of $327.99 per unit, versus a recent trading price of $294.74, signaling about 11.28% potential upside. The calculation rests on the ETF’s underlying holdings, including Clarivate plc (CLVT), Alamo Group (ALG), and Planet Labs (PL), which show notable upside to analyst targets: CLVT from $3.63 to $5.10 (+40.50%), ALG from $187.10 to $234.50 (+25.33%), and PL from $12.50 to $14.61 (+16.90%). The piece raises questions on whether targets reflect current company/industry trends and warns that high targets can precede downgrades. Investors are urged to conduct further research and consider how these targets relate to VIS’s overall exposure to industrial equities.
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TransUnion Q3 Profit Rises, Beats Estimates; Raises Guidance
October 23, 2025, 7:20 AM EDT. TransUnion (TRU) reported rising Q3 profit, beating Street estimates, with GAAP net income of $96.6 million or $0.49 per share, up from $68.0 million or $0.35 a year ago. Excluding items, adjusted earnings reached $216.5 million or $1.10 per share, above consensus of $1.04. Revenue climbed 7.7% to $1.169 billion from $1.085 billion. Guidance was raised: next quarter EPS$0.97-$1.02, revenue $1,119-$1,139 million; full-year EPS$4.19-$4.25 and revenue $4,524-$4,544 million. Despite macro headwinds, the report underpins demand for credit and analytics services. The results reflect stronger volume in credit reporting and risk solutions, with ongoing cost controls supporting profitability.
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West Pharmaceutical Services Q3 Profit Beats Estimates, Raises FY25 Guidance (WST)
October 23, 2025, 7:22 AM EDT. West Pharmaceutical Services (WST) reported a Q3 profit of $140.0 million, or $1.92 per share (GAAP), up from $136.0 million, $1.85 a year earlier. Excluding items, adjusted earnings rose to $142.4 million, or $1.96 per share, versus consensus of about $1.69. Revenue climbed 7.7% to $804.6 million from $746.9 million. Looking ahead, the company issued next-quarter guidance of $1.81-$1.86 for EPS and $790-$800 million for revenue. For FY25, West raised its adjusted-diluted EPS guidance to $7.06-$7.11 and net sales guidance to $3.060-$3.070 billion. The results reflect ongoing demand and product mix for the healthcare packaging supplier.
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Enphase Energy (ENPH) Valuation in Focus After 11% Monthly Decline
October 23, 2025, 7:24 AM EDT. Enphase Energy (ENPH) has slid about 11% in the past month, with a year-to-date return of -49% and a 1-year total shareholder return of -54%, underscoring ongoing volatility. Despite the pullback, analysts’ targets imply upside as the stock trades well below recent highs. The key question is whether ENPH is undervalued at current levels, with a Fair Value around $42.79. Yet risks-from looming US tax-credit expirations to potential inventory oversupply-could jeopardize a rebound. On the upside, a global electrification trend and Enphase’s expanding solar, battery, and EV charging ecosystem could support long-term growth.
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CBRE Group Q3 Profit Beats Estimates as Revenue Rises 14.8%
October 23, 2025, 7:36 AM EDT. CBRE Group, Inc. reported a stronger Q3, beating expectations on the bottom line and revenue growth. GAAP net income was $225 million, or $0.73 per share, up from $191 million, or $0.61 in the year-ago quarter. Excluding items, adjusted earnings rose to $369 million, or $1.20 per share, ahead of the Street’s consensus near $1.06. Revenue climbed 14.8% to $9.036 billion from $7.868 billion a year earlier. For the full year, the company guided EPS of about $4.95 to $5.05. The results reflect continued strength in demand across its diversified services and global platforms. Investors will be watching to see if momentum sustains into the next quarter amid macro headwinds.
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Tractor Supply Beats Q3 Earnings, Raises Full-Year EPS Guidance
October 23, 2025, 7:38 AM EDT. Tractor Supply (TSCO) reported Q3 earnings of $259.27 million, or $0.49 per share, beating last year’s $0.45 and surpassing consensus of $0.48. Revenue rose 7.2% to $3.719 billion from $3.468 billion a year ago. GAAP results reflect a healthy demand for rural lifestyle products and ongoing margin discipline. The company raised its full-year EPS guidance to a range of $2.06 to $2.13. Analysts had expected a modest beat, and the results bolster confidence in inventory management and store productivity. The pull-forward in demand and continued strength in same-store sales could be catalysts for TSCO shares.
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CAC 40 Near Record High as Kering Jumps 10%; INSEE Shows October Manufacturing Confidence Up
October 23, 2025, 7:40 AM EDT. France’s CAC 40 hovered near a record high as investors digest corporate results and an upbeat INSEE confidence survey. The index rose after strong moves in names like Kering, which jumped over 10% on healthier Q3. Other gainers included TotalEnergies (+2.1%), L’Oréal (nearly +2%), Thales (+1.5%), and gains for Hermès, Safran and Bureau Veritas (~1.1-1.2%). Laggards were led by Dassault Systèmes (down >15%) after trimming full-year guidance, and STMicroelectronics (down ~9%) with a weak Q4 revenue outlook; Renault fell about 1.7% despite beating revenue. Sodexo, Carrefour, Edenred, Pernod Ricard, Stellantis and Eurofins also slipped. INSEE’s October manufacturing climate rose to 101 from 97, above the long-term average of 100 for the first time since March 2024.
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AutoNation Q3 Profit Beats Estimates on Revenue Growth
October 23, 2025, 7:42 AM EDT. AutoNation Inc. (AN) reported Q3 earnings that rose year over year and beat Wall Street estimates. GAAP net income reached $215.1 million, or $5.65 per share, up from $185.8 million and $4.61 per share a year earlier. Excluding items, adjusted earnings were $190.9 million or $5.01 per share, above consensus of $4.85. Revenue climbed 6.8% to $7.037 billion from $6.586 billion. The results signal positive momentum and a strong top-line quarter for AutoNation, underscoring a beat vs. estimates.
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PG&E Narrows 2025 Non-GAAP Core EPS Guidance; Initiates 2026 Outlook, Reaffirms 9% Growth
October 23, 2025, 7:44 AM EDT. PG&E Corp. narrowed its full-year 2025 non-GAAP core earnings guidance to the $1.49-$1.51 per share range from $1.48-$1.52. It also started a 2026 non-GAAP core earnings framework in the $1.62-$1.66 per share range and reaffirmed at least 9% annual non-GAAP core EPS growth for 2027-2030. In Q3, PG&E posted net income available to common shareholders of $847 million, or $0.37 per share, up from $576 million ($0.27/sh) a year earlier. Non-GAAP core earnings were $1.14 billion, or $0.50 per share, versus $791 million ($0.37/sh) a year earlier. Revenue rose to $6.25 billion from $5.94 billion. Analysts had expected about $0.43 per share in earnings.
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HLTH25: Hinge Health and Omada Break the Digital Health IPO Drought; CEOs Share Exit Strategies
October 23, 2025, 7:52 AM EDT. HLTH25 marked a turning point as Hinge Health and Omada Health became the first digital health IPOs of the year after a drought, signaling the market reopening. Investors and peers are watching whether this debut can predict a broader upswing, with analysts eyeing 2026 for the next wave and potential candidates such as Sword Health, Quantum Health, Transcarent and Maven. Zelis and Virta Health have also floated IPO plans for next year. Daniel Perez emphasized the need for four straight quarters of beat-and-raise, solid gross margins and durable free cash flow before a true IPO-ready leap, while Sean Duffy noted the importance of company readiness. The duo underscored the work of prep: mock earnings, cost discipline and scalable AI-enabled care as crucial to a public-backed future.
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Romania’s Financing & IPO Summit Highlights Demand for Capital, Governance, and Growth
October 23, 2025, 7:54 AM EDT. At BT Stup in Bucharest, more than 50 entrepreneurs and investors gathered for the first Financing & IPO Summit, hosted by VERTIK Group with the support of the EIB. The one-day event mapped access to capital across Central and Eastern Europe, with voices from the EIB, the Bucharest Stock Exchange (BVB), private equity, and venture funds. Founders shared how listing on the BVB in 2022 brought accountability and capital, while investors stressed the need for disciplined governance, robust reporting, and a clear growth story. The four standout themes-clarity of the business model, governance and transparency, scalability, and compelling storytelling-signal a maturing market where narrative and governance weigh as heavily as metrics. A key takeaway: stronger bridges between founders and capital markets in Romania are needed.
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Atlantic Union Bankshares Q3 Profit Meets Estimates as Revenue Rises 69.8%
October 23, 2025, 7:56 AM EDT. Atlantic Union Bankshares Corp reported Q3 profit in line with Street estimates, posting GAAP net income of $89.17 million ($0.63 per share). Year-ago results were $73.45 million or $0.82 per share. Excluding items, adjusted EPS was $0.84, matching the consensus of $0.84. Revenue rose 69.8% to $375.38 million from $221.12 million a year earlier. The results show strong top-line growth, even as GAAP EPS declined versus last year.
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Hasbro Raises 2025 Outlook on Strong Q3 Earnings
October 23, 2025, 7:58 AM EDT. Hasbro (HAS) raised its 2025 outlook, lifting adjusted EBITDA to $1.24-$1.26 billion from $1.17-$1.20 billion, with net revenues in constant currency expected to rise in the high-single digits (up from mid-single digits). For Q3, the company reported net income of $233.2 million and $1.64 per share, while adjusted EPS of $1.68 on revenue of $1.39 billion (vs. $1.28B a year ago). Analysts had forecast about $1.63 per share on revenue around $1.39B. The update underscores stronger profitability and demand trends.
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Validea ETF Fundamental Report for SPYV (SPDR Portfolio S&P 500 Value ETF) Highlights
October 23, 2025, 8:00 AM EDT. Validea’s ETF fundamental report covers SPYV (SPDR Portfolio S&P 500 Value ETF). SPYV is a Large-Cap, Low Volatility ETF with its largest sector in Financials and the top industry in its holdings being Biotechnology & Drugs. The report assigns factor exposure scores: Value 62, Momentum 31, Quality 55, and Low Volatility 85, suggesting the fund leans toward Value characteristics with strong downside protection but modest Momentum. The emphasis on Low Volatility aligns with its defensive profile, while sector concentration in Financials and a Biotechnology & Drugs tilt may influence sensitivity to rate moves and healthcare policy. Overall, SPYV appears suitable for investors seeking a diversified, defensive core with Value tilt and disciplined risk characteristics.
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Validea ETF Fundamental Report for MDY (SPDR S&P MIDCAP 400 ETF)
October 23, 2025, 8:02 AM EDT. Validea’s ETF fundamental report analyzes SPDR S&P MIDCAP 400 ETF (MDY). MDY is a Mid-Cap Value ETF with the largest sector being Services and the top industry labeled Real Estate Operations. The factor snapshot shows moderate exposure to the major investing factors: Value 62, Momentum 45, Quality 41, and Low Volatility 38 (scores 1-99). The report includes a detailed factor analysis and links to related resources. Note: views reflect Validea’s research and may not represent Nasdaq’s stance.
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IYW ETF Fundamental Report: High Momentum and Quality in Tech
October 23, 2025, 8:04 AM EDT. Validea’s ETF fundamental report on iShares Dow Jones U.S. Technology Index Fund ETF (IYW) identifies it as a Large-CapTechnology ETF with a tilt toward Software & Programming. The factor profile shows strong Momentum (89) and Quality (95), with Low Volatility at 29 and Value at 4. This mix suggests potential upside within tech while emphasizing durable, high-quality holdings; investors should weigh the relatively low Value exposure and the fund’s tech concentration. Note: views reflect Validea’s analysis and not necessarily Nasdaq, Inc.
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MTUM ETF Fundamental Report: Momentum Dominates With Tech Exposure
October 23, 2025, 8:06 AM EDT. Validea’s ETF fundamental view on iShares MSCI USA Momentum Factor ETF (MTUM) shows a strong momentum tilt, with a Momentum score at 99 and a solid Quality reading of 73, while Low Volatility sits at 42. MTUM is categorized as a Large-Cap Momentum ETF, with its portfolio heavily weighted toward the Technology sector, and within that, the dominant industry is Software & Programming. The report highlights the fund’s exposure to major factor themes and provides additional research links. Investors should note that the scores range from 1 to 99, where 99 denotes the highest factor exposure. Overall, MTUM aligns with momentum leadership in large-cap tech, complemented by quality signals but a modest low-volatility profile.
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DVY ETF Fundamental Report: Value and Low Volatility Drive Dividend-Focused Exposure
October 23, 2025, 8:08 AM EDT. DVY, the iShares Dow Jones Select Dividend Index Fund ETF, is a Large-Cap value-oriented ETF with a heavy tilt toward the Utilities sector, led by Electric Utilities. Validea’s ETF fundamental analysis assigns the following factor exposure: Value 91, Momentum 27, Quality 19, and Low Volatility 87. The dominant risk/return themes suggest strong preference for value and low volatility, with more modest emphasis on quality and momentum. This setup aligns DVY with dividend strategies, offering potential resilience in uncertain markets, but investors should monitor sector concentration risk in Utilities. Overall, DVY remains a compelling play for investors seeking dividend-oriented income within a defensive, low-volatility framework, while maintaining meaningful exposure to large-cap utilities and steady fundamentals.
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Atlas Copco Q3 Profit Falls as Revenue and Orders Slip
October 23, 2025, 8:10 AM EDT. Atlas Copco AB reported a fall in Q3 profits as revenues slipped and orders declined. The company posted profit before tax of SEK 8.456 billion, down from SEK 9.184 billion a year earlier. Operating profit fell to SEK 8.546 billion from SEK 9.337 billion, while net income came in at SEK 6.677 billion (SEK 1.37 per share) vs SEK 7.170 billion (SEK 1.47). Revenue declined 3% to SEK 41.621 billion, and orders received dropped 4% to SEK 40.517 billion. Atlas Copco said it expects customer activity to remain at current levels in the near term.
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Textron Q3 Profit Beats Estimates, Revenue Miss, Maintains FY25 Outlook
October 23, 2025, 8:12 AM EDT. Textron Inc. reported a Q3 profit that beat Street expectations but revenue came in below estimates, while maintaining its FY25 earnings view. For 2025, the company sees continuing-operations EPS of $5.19-$5.39, or $6.00-$6.20 on an adjusted basis, vs. analysts’ consensus near $6.12. In Q3, earnings totaled $234 million, or $1.31 per share, up from $223 million, $1.18 last year. Adjusted earnings were $277 million, or $1.55 per share, ahead of the $1.46 consensus. Revenue rose about 5.1% to $3.60 billion, versus the Street’s $3.70 billion estimate. In pre-market trading, Textron stock slipped roughly 1.4% to around $81.45.
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FTSE 100 advances as earnings lift markets
October 23, 2025, 8:14 AM EDT. The FTSE 100 edged higher just after noon, up about 0.6% to 9,572 as investors price in a slew of upbeat earnings. Leaderboard features Rentokil Initial jumping about 11.5% after stronger than expected Q3 organic revenue growth. The London Stock Exchange Group surged around 7% after lifting its margin guidance and announcing a 1 billion pound buyback. Fresnillo, Endeavour Mining, BP, Burberry, Shell and Anglo American also rose 2-5%. Lloyds gained ~1% despite a drop in Q3 profit and lower full-year guidance, while Unilever climbed ~1.5% on rising underlying sales. Earlier losers included St. James’s Place, Schroders, and Easyjet among others. UK business confidence for Q4 2025 came in at -31, underscoring cautious sentiment despite upbeat earnings.
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Blackstone Q3 Profit Declines Year-Over-Year but Beats Estimates
October 23, 2025, 8:16 AM EDT. Blackstone Inc. (BX) posted Q3 results showing a drop in GAAP earnings but a beat on Street estimates. GAAP net income was $624.92 million, or $0.80 per share, down from $780.84 million and $1.02 per share a year earlier. Excluding items, adjusted earnings reached $1.889 billion, or $1.52 per share, ahead of consensus near $1.23. Revenue declined 15.7% to $3.088 billion from $3.663 billion last year.
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American Airlines Boosts FY25 Outlook and Q4 Earnings Guidance
October 23, 2025, 8:18 AM EDT. American Airlines Group Inc. (AAL) raised its FY25 outlook and provided updated Q4 guidance. For Q4, the airline targets adjusted earnings of $0.45 to $0.75 per share. Analysts expect $0.32 per share. For fiscal 2025, the company now sees adjusted earnings of $0.65 to $0.95 per share, up from a prior range that included a potential loss. The consensus Street estimate stands at about $0.42 for the year. Management attributes the guidance to current booked revenue, expected demand trends, and fuel costs, noting results exclude special items. The guidance reflects a solid booking position and ongoing optimization, signaling improved profitability as travel demand remains resilient.
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PRGO Named Top 25 SAFE Dividend Stock With Decades of Dividend Growth
October 23, 2025, 8:20 AM EDT. PRGO earned a spot on Dividend Channel’s S.A.F.E. 25 list, signaling a stock with above-average DividendRank, a 5.4% yield, and a two-decade track record of dividend growth. The listing notes a solid return, accelerating dividend growth, flawless history (no missed cuts), and enduring payments-the S.A.F.E. criteria. The annualized dividend is $1.16 per share, paid quarterly, with the most recent ex-date on 08/29/2025. PRGO also appears in ETF reports as a component of ITOT and a minor holding in the SDY, underscoring its visibility in dividend-focused funds. In the Drugs & Pharmaceuticals group alongside LLY and JNJ, PRGO’s dividend profile targets longer-term income growth for income-seeking investors.
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Accenture Named Top Socially Responsible Dividend Stock with 2.6% Yield
October 23, 2025, 8:22 AM EDT. Accenture plc (ACN) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, highlighting a 2.6% yield, a strong DividendRank, and recognition by asset managers for its socially responsible profile. The criteria examine environmental impact, energy/resource efficiency, and social factors such as human rights and corporate diversity, including considerations of activities tied to weapons, gambling, tobacco, and alcohol. ETF Channel notes ACN as a holding in the iShares MSCI USA ESG Select ETF (SUSA) and the iShares MSCI KLD 400 Social Index Fund (DSI), at 0.36% and 0.50% of those funds respectively. Accenture pays an annualized dividend of $6.52 per share, quarterly, with an ex-date of 10/10/2025. ACN sits in the Business Services & Equipment sector, alongside peers like Visa and Mastercard.
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Plains All American Pipeline Named a Top 10 Energy Dividend Stock by Dividend Channel
October 23, 2025, 8:24 AM EDT. Plains All American Pipeline LP (PAA) has been named a Top 10 energy dividend stock by Dividend Channel’s DividendRank. The report highlights attractive valuation metrics and robust profitability for PAA, with a recent share price around $16.51 and a price-to-book ratio near 1.5. The annualized dividend is $1.52 per share, yielding about 9.21%, well above the energy-sector average of roughly 4.2%. Dividend Channel notes PAA’s strong quarterly dividend history and favorable long-term growth in key fundamentals, using its proprietary DividendRank to surface ideas for further research. With an ex-date of 10/31/2025, investors may view PAA as a value-oriented, income-focused pick among energy equities, though ongoing diligence remains essential given sector risk and commodity sensitivity.
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JinkoSolar (JKS) Valuation After 15% Decline: Is the Stock Undervalued?
October 23, 2025, 8:26 AM EDT. JinkoSolar’s stock has slid about 15% this month, offsetting a strong prior year where TSR hovered near 9%. The question: is the selloff creating value or has the market priced in all future growth? The analysis shows shares trading below several analyst targets, with a widely cited narrative pegging a Fair Value of $33.52 and calling the stock UNDERVALUED. The bull case rests on demand for higher-efficiency, third-gen TOPCon products and potential premium pricing from market share gains, but risks include ongoing trade policy shifts and rising competition from global players. Investors should weigh near-term momentum against longer-term solar trends and policy risk before stepping in.
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Truist Lifts Tesla Target to $406; Mixed Analyst Calls Create Cautious TSLA Outlook
October 23, 2025, 8:28 AM EDT. Truist Financial boosted its price target for Tesla (NASDAQ:TSLA) from $280 to $406 and kept a Hold rating, signaling about a 7.5% downside from the prior close. The move comes as analysts deliver mixed views: HSBC raised targets to $127; Glj Research remains a Sell; Melius initiated coverage with a Buy at a $520 target; BNP Paribas Exane started with Underperform at $307; Goldman Sachs lifted to $425 with a Neutral stance. MarketBeat shows an average Hold rating with a $366.95 target. TSLA opened around $439 amid a high P/E multiple, with Q3 EPS and revenue beating expectations, while insider selling by Director James Murdoch drew attention.
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Volvo Cars jumps after Q3 profit beat, on track for best day in four years
October 23, 2025, 8:32 AM EDT. Sweden’s Volvo Cars surged after reporting a stronger-than-expected third-quarter profit, lifting the stock and signaling a potential best day on record. The company posted Q3 operating income of 6.4 billion kronor, up from 5.8 billion a year earlier, and an EBIT margin of 7.4%. Management cited the ongoing 18 billion kronor cost-cutting program and some one-off items as drivers. Shares jumped as much as around 40% intraday, briefly highlighting the market’s enthusiasm for its BEV ramp and the January launch of the EX60. Volvo also warned of a tougher near term amid macro headwinds and tariff pressure, while revealing 3,000 job cuts and a withdrawal of guidance earlier this year.
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Morgan Stanley Boosts Lam Research Price Target to $137 as Analysts Signal Mixed Outlook for LRCX
October 23, 2025, 8:38 AM EDT. Lam Research (LRCX) saw its target price raised by Morgan Stanley from $125.00 to $137.00, with an equal weight rating. The move comes as analysts publish a mixed slate: TD Cowen lifts their objective to $170 with a Buy rating, while Wall Street Zen upgrades to Buy from Hold. MarketBeat shows a Moderate Buy consensus with an average target around $133.84. LRCX opened near $141.25; the stock has traded in a range approaching a 1-year high near $153.70. In the latest quarter, Lam reported EPS $1.26 on revenue $5.32 billion, topping estimates. Guidance for Q2 2026 implies EPS of about 1.05-1.25, and insiders recently sold shares.
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Nio Stock Price Forecast 2025-2030: 24/7 Wall St. Sees Upside Amid Volatility
October 23, 2025, 8:42 AM EDT. Nio Inc. (NYSE: NIO) remains a leading Chinese EV player known for its battery-swap technology. 24/7 Wall St. projects meaningful gains for the stock by 2030, citing new product launches and growing market share. In the near term, tariff-driven volatility weighed on shares, which fell to a multiyear low earlier and then rebounded to be up about 57% year-to-date. Analysts are cautious: fewer than half of 25 coverages recommend buying, with a mean target of $6.80 and a high of $9.02. Tailwinds include high-performance models with extended range (~600 miles) and battery-swap tech, plus international expansion. Since its IPO, Nio has zigzagged, but the long-term outlook remains robust for China’s EV growth story.
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Stock Futures Dip as Big-Earnings Week Unfolds: Tesla and IBM in Focus
October 23, 2025, 8:48 AM EDT. Stock futures edged lower as investors digest a flood of corporate results and the latest U.S.-China trade chatter. Tesla (TSLA) tumbled after its third-quarter profit missed expectations even as revenue climbed, while IBM (IBM) fell on softer software sales despite stronger overall results. Traders eye Intel (INTC), due to report after the close, with expectations of a sizable move in the chipmaker’s stock. Oil prices rose after the U.S. sanctioned major Russian oil firms, keeping energy markets sensitive to supply concerns. The tech-led Nasdaq and broader indices pulled back from recent highs, even as risk appetite fluctuates around development in rates and Treasury yields. Look for post-earnings updates and commentary on U.S.-China dynamics.
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Jim Cramer’s Top 10 Market Watch for Thursday: Tesla, Quantum Stakes, and More
October 23, 2025, 9:27 AM EDT. Jim Cramer’s Top 10 Market Watch for Thursday: mixed setup as bond yields, gold, and crypto rise; crude oil initially slipped before spiking on sanctions against Russia. Highlights include Tesla after its post-earnings call and a tax credit fade; IBM‘s hybrid-cloud growth slowing despite solid AI and higher guidance. The administration weighs quantum stakes with D-Wave surging. Honeywell rose after a beat-and-raise; spin-offs and unit splits loom. Dover delivered solid profits and higher guidance. Target bumps for GE Vernova and Danaher reflect a positive OpenAI halo on earnings. Capital One lifted its price target on improving credit quality as it nears Discover integration. Airlines: American Airlines rose on optimistic full-year guidance; Southwest profit/seat-mile costs in focus. Sign up for the Top 10 Morning Thoughts newsletter.
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TechnipFMC Valuation in Focus After Solid Results and 26.85% YTD Surge
October 23, 2025, 9:40 AM EDT. TechnipFMC (FTI) posted stronger annual results, with higher revenue and net income, boosting confidence in its turnaround. The stock has risen about 26.85% year-to-date and trails consensus targets by roughly 15%, keeping investors debating whether the shares are undervalued. One narrative pins fair value near $42.85 a share, versus a recent close around $37.51, thanks to expanding subsea services revenue, a growing installed base, and long-term contracts that support higher margins. Yet valuation remains nuanced: a forward P/E around 16.4x sits just above peers, signaling some valuation risk if growth slows. Risks include oil-price exposure, project delays in volatile regions, and concentration in offshore cycles, which could impact the upside of this growth story.
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Suze Orman: Invest Extra Cash If Mortgage Rate Is Low-Prioritize Retirement Savings
October 23, 2025, 9:42 AM EDT. On a recent podcast, Suze Orman advised that with a low mortgage rate and incomplete retirement savings, couples should invest extra cash rather than pay down the loan early. Elena and her husband debated whether to add to their mortgage principal vs. investing in the stock market; Orman suggested investing could outperform the 3% rate over time and keep funds flexible for future needs. She noted a home’s value rises with appreciation, not merely by reducing the mortgage balance. The plan: build retirement savings, such as a Roth IRA, and prioritize long-term growth while maintaining liquidity for childcare or emergencies. In short: if your mortgage rate is low and you’re not fully funded toward retirement, invest first and revisit housing needs later.
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Meta Platforms (META) Stock Price Prediction for 2025: Where Will It Stand in 1 Year?
October 23, 2025, 9:56 AM EDT. Meta Platforms’ AI push is shaping its 2025 outlook, with integrations across platforms aimed at boosting engagement and ad revenue. Despite a cloudy macro backdrop, the company projects higher capex in 2025, much of it earmarked for AI development and integration. The stock has outperformed peers this year, up about 46% in six months and trading near all-time highs after strong Q1 and Q2 results. Yet investors should note Reality Labs remains a drag: in Q2 2025 it generated $370M in revenue and posted a $4.53B operating loss, underscoring risks tied to the metaverse pivot. Analysts’ price targets vary; scenarios range from continued upside to potential volatility if metaverse bets falter.
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Wolfe Research Lifts First Solar Target to $232, Sees FSLR as Outperform
October 23, 2025, 9:58 AM EDT. Wolfe Research raised its price target on First Solar (FSLR) from $209.00 to $232.00 and reiterated an outperform rating, signaling constructive demand for the solar stock. The new target implies roughly a 3.3% upside from the current level as shares hovered in the mid- to high-$220s. The update comes as FSLR has drawn a chorus of targets from other analysts, with Buy and Positive calls from Susquehanna, TD Cowen and UBS, among others, and a consensus leaning toward Moderate Buy on MarketBeat. First Solar recently topped quarterly estimates with $3.18 in EPS on roughly $1.10 billion in revenue, and issued FY2025 guidance in the 13.5-16.5 EPS range. The stock’s momentum is tempered by valuation and macro headlines, but the Wolfe call highlights continued upside on the solar frontier.
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Quantum stocks soar as WSJ reports US considering equity stakes in quantum firms
October 23, 2025, 10:00 AM EDT. Quantum computing stocks rallied after the Wall Street Journal reported that the US government is weighing equity stakes in exchange for funding. IonQ (IONQ), Rigetti Computing (RGTI), D-Wave (QBTS) and Quantum Computing (QUBT) surged, with IonQ up about 9%, Rigetti ~11%, D-Wave ~18%, and QUBT near 10%. The talks involve minimum funding of $10 million from the CHIPS Research and Development Office as part of Commerce Department investments. The move reflects a broader pattern of the government taking stakes in strategic tech firms amid the CHIPS Act and related initiatives. Investors have watched quantum breakthroughs from giants like Google and IBM, and JPMorgan‘s $1.5 trillion, 10-year quantum push, as Bank of America estimates the market could reach $4 billion by 2030.
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JPMorgan lays out five CPI-driven paths for stocks as Friday’s inflation data nears
October 23, 2025, 10:02 AM EDT. Stocks could swing as investors digest Friday’s CPI print for September. JPMorgan’s Michael Feroli nudges expectations toward a 3.1% YoY core CPI, with a 0.3% month-over-month rise likely. The bank’s trading desk outlines five scenarios for the S&P 500, tied to different core CPI outcomes, ranging from flat-to-slight gains to meaningful losses. The market appears pricing in a near-100% chance of a Fed rate cut next week, though a hawkish core print could prolong higher-for-longer expectations. A hotter-than-forecast reading would also feed fears of an inflation peak still arriving, while a tame print could lift risk assets. Investors will parse the data for clues on Fed policy and the path of inflation, as ISM and PMIs add context.
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Wall Street drifts as oil gains offset Tesla’s and IBM’s losses
October 23, 2025, 10:12 AM EDT. Stocks drift on Wall Street as oil surges on Trump-linked sanctions targeting Russia’s crude industry, helping energy shares lift the market. The S&P 500 edges up 0.1%, the Dow gains about 19 points, and the Nasdaq is little changed. Tesla falls about 5.1% after a weaker quarterly profit despite higher revenue, while IBM drops 5.5% on weaker Red Hat results. Oil climbs with WTI around $61.35 (+4.9%) and Brent near $65.63 (+4.8%), supported by sanctions on Rosneft and Lukoil. Exxon Mobil and Chevron tick higher. Other movers include Dow up 10.7% and Las Vegas Sands up 9.1%. Molina Healthcare tumbles 21.8% after weak results. Gold rebounds 2.4% to above $4,160 an ounce. International markets mixed as Asia and Europe digest the news.
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Wall Street Drifts as Oil Gains Offset Tesla and IBM Losses
October 23, 2025, 10:28 AM EDT. Wall Street drifted Thursday as gains in the energy sector helped mute losses from high-profile tech names. Shares of oil majors rose on improving demand expectations and supply discipline, helping the S&P 500 and Dow edge higher even as Tesla and IBM stumbled. Analysts noted rotation within the market, with investors weighing crude prices against corporate results and guidance. The energy sector outperformed on optimism about supply cuts and potential demand rebounds, while tech stocks faced ongoing pressure from valuation concerns and mixed earnings. Traders watched for direction from upcoming economic data and central-bank signals, but for now the broader market showed resilience as gains in oil helped offset tech-led declines.
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Beyond Meat stock drops as meme rally squeezes shorts
October 23, 2025, 11:02 AM EDT. Beyond Meat’s shares pulled back on Thursday, but a meme-driven rally kept some investors optimistic. The stock’s decline came even as social-media frenzy and retail buyers kept trading activity elevated. Analysts caution that the meme rally can be volatile and may force short squeezes if buying pressure persists. Traders noted increasing short bets, but the forced covering from hopeful bulls can push the price higher in the near term. Investors should watch for catalysts such as earnings timing, product news, or supply-chain updates that could reframe the narrative. In any case, the dynamic underscores how retail investors and options activity continue to shape price action in consumer names like Beyond Meat.
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Is Rivian a Millionaire-Maker Stock? Risks and Potential
October 23, 2025, 11:04 AM EDT. With peak valuations faded, Rivian has tumbled from a $125B market cap to about $16B, turning a former EV darling into a high-risk bet. The macro backdrop for U.S. EVs looks tougher as policy support wanes and the EV tax credit expiration weighs on demand. Rivian’s Q2 results underscored the challenge: revenue rose to $1.3B, but negative gross margins and an operating loss around $1.77B, driven by cost structure and non-vehicle sales. If losses persist, liquidity pressure could mount, highlighting competition from Ford, GM, and others who subsidize EVs with ICE profits. For investors chasing a millionaire-maker story, the stock offers upside if profitability, demand, and subsidies stabilize, but the downside risk remains substantial given cash burn and the macro regime.
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RJ Scaringe Bets Rivian’s New Electric SUV Could Make It the Next Tesla
October 23, 2025, 11:06 AM EDT. RJ Scaringe bets Rivian’s upcoming electric SUV can redefine the company’s path and turn it into the next Tesla. The piece analyzes whether the model can spark demand, overcome production hurdles, and translate early reservations into scale. Investors weigh Rivian’s cash burn, margins, and partnerships against the backdrop of growing EV demand and competition from legacy automakers. A successful launch could lift Rivian’s stock toward a Tesla-like breakout; delays or softness could keep the stock in the shadow of high-growth peers. Key risks and catalysts include pricing strategy, production ramp, software and charging ecosystem, and macro demand for EVs.
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Meme stock mania dominates the options market as Khouw cautions on the adrenaline rush
October 23, 2025, 11:18 AM EDT. Meme stock mania has shifted from name recognition to outsized options activity driven by high short-interest and viral online chatter. Stocks like BYND and DNUT attract speculative bets even as their fundamentals lag, with prices moved by posts on Reddit, X, and TikTok rather than earnings. The core logic remains that heavy short-interest can force institutional shorts to cover on rallies, fueling further gains but also heavy downside if momentum fades. The thrill-adrenaline, forum camaraderie, and the prospect of quick profits-draws traders in, but the risk is real: meme stocks can spike rapidly and collapse just as fast. Only deploy capital you’re prepared to lose.
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US Stock Market Today: Mixed Earnings, CPI in Focus as Oil Climbs on Russian Sanctions
October 23, 2025, 11:22 AM EDT. US stock indices hovered near flat as investors weighed a mixed batch of earnings and awaited the CPI data ahead of the Fed meeting. At 09:30 ET, the Dow edged down 0.04% to 46,570.06, while the S&P 500 rose 0.09% to 6,705.15 and the Nasdaq gained 0.07% to 22,755.88. IBM and Tesla slipped after results, while Honeywell International and American Airlines climbed. In commodities, gold jumped over 1% to about $4,143.80/oz and silver, platinum also rose. Brent crude at $65.58 and WTI around $61.43 fueled the move after the US sanctions on Rosneft and Lukoil. The market tracks U.S.-Russia tensions, oil supply shifts, and the CPI print ahead of the Fed meeting later this month.
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IBKR: Buy-the-Dip at Half Robinhood Valuation, Josh Brown Signals Opportunity
October 23, 2025, 11:32 AM EDT. Josh Brown and Sean Russo spotlight Interactive Brokers Group (IBKR) as a compelling dip-buy at a valuation about half that of Robinhood. In its latest quarter, IBKR beat on revenue and adjusted EPS, reporting record revenue of $1.6 billion (+21% YoY) and EPS $0.57. The market shrugged at a shrinking net interest margin (2.16% vs 2.37%), and margin loan yields fell to 4.6%, but customer growth remains robust. Client accounts climbed 30% YoY and client equity topped $250 billion, up 40%. Commission revenue rose 23%, options volumes 27%, and crypto trade volumes surged 87% sequentially. IBKR is expanding with recurring crypto buys, more coins, and new research tools, framed as a diet-Robinhood with a discounted exposure to growth themes like crypto, custody, and retail brokerage.
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