RBC Sees Balanced Caterpillar Outlook Amid Mid-Cycle Momentum and AI Energy Infrastructure Thesis
October 29, 2025, 9:22 AM EDT. RBC's outlook on Caterpillar signals a balanced stance amid mid-cycle momentum. Separately, the piece argues that AI's insatiable energy demand could unlock a rare infrastructure play: a company owning critical nuclear assets and specializing in EPC across oil, gas, and renewables. It's positioned as the "toll booth" for the AI energy boom, with a front-row seat to LNG exports and the push to reshore production via tariffs. The narrative weaves AI, energy, and onshoring into a single macro thesis, suggesting the stock could benefit as demand for power grows and capacity expands. While investors chase flashy AI tickers, this company allegedly stands to profit from the backbone of the digital era: electricity and the builders who supply it.
This Day in History: Black Tuesday Sparks the Great Depression on Oct. 29, 1929
October 29, 2025, 9:16 AM EDT. On Oct. 29, 1929, Black Tuesday triggered a market collapse as more than 16 million shares were dumped on the New York Stock Exchange. The plunge, amid fading Roaring Twenties exuberance, collided with agricultural downturns and eroded confidence in the banking and investment system, helping spark the Great Depression. The era of excess gave way to a decade of hardship, shaping economic policy and investor behavior for years to come.
Ardagh Metal Packaging (AMBP) Valuation After Q Results: Is It Undervalued at $4.30?
October 29, 2025, 9:14 AM EDT. Ardagh Metal Packaging (NYSE: AMBP) edged lower after its latest quarterly update, even as the stock has risen about 25.59% year-to-date. A more modest 12.24% TSR over the last year hints that momentum is cooling. The shares trade at a noticeable discount to the analyst targets, with a fair value around $4.30 versus a $3.73 close. The bull case centers on continued capacity expansion, higher plant utilization, and operating efficiency that lowers unit costs and lifts EBITDA margins as volumes ramp. Yet high leverage and volatile aluminum prices pose downside risks that could limit earnings growth. The narrative asks whether the valuation fully reflects the expected turnaround or if further upside remains unpriced.
Nokia Stock Surges 22% as Nvidia Invests $1B to Forge 6G AI Partnership
October 29, 2025, 9:12 AM EDT. Shares of Nokia jumped about 22% after Nvidia announced a $1 billion investment, making Nvidia one of Nokia's largest shareholders and forging a strategic partnership to develop 6G and AI-powered wireless networks. Nvidia will purchase more than 166 million new Nokia shares at $6.01 each, with proceeds earmarked for AI initiatives and general needs. The collaboration includes porting Nokia's 5G/6G software to run on Nvidia's chips and co-developing AI-enabled networking tech. Analysts see the deal signaling a shift for Nokia from traditional telecom gear toward AI infrastructure, with the AI-RAN market forecast to exceed $200 billion by 2030. The stock rally reflects optimism over Nokia's role in Nvidia's evolving AI strategy.
Etsy stock slides as CEO Josh Silverman steps down; Depop's Kruti Patel Goyal to take over in 2026
October 29, 2025, 8:58 AM EDT. Etsy Inc. says Josh Silverman will step down as CEO and become executive chairman by year's end, with Kruti Patel Goyal, head of Depop, set to take over on Jan. 1, 2026. The news accompanied the third-quarter earnings report, which showed a beat on revenue and earnings but a year-over-year decline in GMV (gross merchandise sales). Shares dropped more than 9% in premarket trading on the leadership shift. Silverman, a former eBay executive, steered Etsy through the pandemic-driven surge but growth has cooled amid competition from Amazon, Shopify, Temu, Shein, and TikTok Shop. Tariff-policy changes, including the end of the de minimis exception for small shipments, add further pressure on some Etsy sellers.
Agilysys Stock Surges 22% After Q2 Beat, Rises 2026 Guidance (AGYS)
October 29, 2025, 8:54 AM EDT. Agilysys (AGYS) stock jumped about 22% after the hospitality software maker beat Q2 estimates and raised full-year guidance. The company posted adjusted EPS of $0.40 vs $0.38 consensus and record revenue of $79.3 million, up 16% year over year, marking the 15th straight quarter of record revenue. Subscription revenue rose 33% YoY, now making up about 65.5% of recurring revenue, highlighting the shift to a higher-margin model. Management raised fiscal 2026 revenue guidance to $315-318 million and increased the subscription revenue growth target to 29%. The company also kept its EBITDA margin target at 20% and said it is now debt-free after paying down $24 million. Customers are buying more products per deal, aided by a cloud-native platform.
5 Things to Know Before the Market Opens: Fed Rate Cut, Nvidia Rally, and Mega-Cap Earnings
October 29, 2025, 8:42 AM EDT. Stock futures edge higher as investors await the Fed rate decision after a third straight session of record highs led by the tech rally. Nvidia keeps surging on new deals, while Microsoft, Google, and Meta prepare to report quarterly results. Caterpillar shares rise on strong earnings, and traders watch gold, bitcoin, and the 10-year yield around 3.99%. With AI themes fueling sentiment, traders expect the market to extend its run if the central bank signals a credible path for rate cuts. The session tests the outlook for the Magnificent Seven and the broader market.
Nvidia rallies on strategic deals as Fed decision looms: Morning Squawk roundup
October 29, 2025, 8:40 AM EDT. Nvidia shares surged after deals with Nokia, Eli Lilly and Lucid were announced, plus a domestic production note at its Nvidia AI summit that Blackwell GPUs are being produced in Arizona. The moves come as investors digest the Fed's upcoming 25-basis-point cut, with futures pricing in near-certainty (about 99.9%), while awaiting Powell's post-decision remarks. The government shutdown remains a wildcard for the data and timing of policy signals. The newsletter highlights Nvidia's push into AI partnerships and manufacturing, and how the broader market sits at record highs ahead of the decision, with attention to potential shifts in monetary policy and external data.
Ai-92 gasoline price on St. Petersburg Stock Exchange drops 12% in three days amid sanctions and seasonal demand
October 29, 2025, 8:38 AM EDT.Ai-92 on the St. Petersburg Stock Exchange fell about 12% over three days. The price index dropped from ~74,218 rubles/ton to 6,510 rubles/ton (European part) and from 74,218 to 66,745 rubles/ton (national index). The decline started Monday, with daily losses of 3-5%. 95 gasoline tumbled less: 0.03% Monday, 3.4% Tuesday, 4.8% Wednesday; winter diesel fell 1%/0.4%/1.3%. NBCA data show gasoline indices at late-August-2025 levels; total gas sales slid to 32.82k tons. Regular-92 -3.4%; Premium-95 -14.6%. Analysts cite weaker seasonal demand, refinery restarts, and sanctions. They expect further short-term price corrections, though long declines seem limited by a 0.01% price-down cap.
Piper Sandler positive forecast lifts Precision Drilling outlook; upside potential amid mixed analyst calls
October 29, 2025, 8:26 AM EDT. Piper Sandler raised Precision Drilling's price objective from $74 to $79 and upgraded the stock to an overweight rating, signaling a potential upside of about 31% from the prior close. The note sits among mixed analyst calls, with RBC lifting targets to $117 and maintaining an outperform stance, while Wall Street Zen and Zacks adjusted ratings downward to hold. Market consensus via MarketBeat points to a Moderate Buy with an average target around $98. The stock opened near $60; traders will note a recent earnings miss (EPS of -0.37 vs. 1.20 est) and revenue of $331.9 million for the latest quarter. The crowd of institutional moves and near-term margins will be watched by investors as the drumbeat of targets and ratings continues.
Morgan Stanley Raises NUE Price Target to $165, Signals Upside for Nucor
October 29, 2025, 8:24 AM EDT. Morgan Stanley raised its NUE price target from $152 to $165, endorsing an overweight stance on Nucor. The new target implies about a 14% upside from the prior close. Other brokers also weighed in: Wells Fargo trimmed to $140 with an equal weight rating; Goldman Sachs cut to $173 but maintained a buy view; Jefferies upgraded NUE from hold to buy with a higher target of $170; Bank of America lifted to $165 with a buy rating. Eight firms rate NUE as Buy, two as Hold, and the consensus at MarketBeat sits at a Moderate Buy with a roughly $159 target. NUE recently traded around the mid-$140s, with a Q3 beat ($2.63 vs. $2.30 expected) on revenue of $8.52B, and a current ratio of 2.83. The stock's 52-week range spans $97.59 to $170.52.
Rosenblatt Securities Lifts TeraWulf Target to $24; Buy Rating Suggests ~50% Upside for WULF
October 29, 2025, 8:23 AM EDT. Rosenblatt Securities boosted its target on TeraWulf (WULF) from $20.00 to $24.00, maintaining a buy rating and signaling about a 50.56% upside from the prior close. The move comes amid a broader analyst chorus, with peers issuing higher targets and ratings. MarketBeat shows a Moderate Buy consensus and an average target around $15.83. WULF opened near $15.94, with a lean balance sheet (current/quick ratios ~0.66) and a debt-to-equity of ~2.96, for a market cap near $6.5B. The stock carries a negative earnings multiple (P/E ~ -45.54) and a beta ~3.44. In the latest quarter, WULF posted $47.64M in revenue and a wider loss (-$0.05 vs -$0.04 est). Insider Amanda Fabiano sold 4,600 shares.
Becton, Dickinson Named Top Socially Responsible Dividend Stock with 2.3% Yield (BDX)
October 29, 2025, 8:16 AM EDT. BDX has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signaling above-average DividendRank and a 2.3% yield. The designation weighs environmental and social criteria, including product impact, energy efficiency, human rights, diversity, and governance considerations. BDX also appears in the iShares USA ESG Select ETF (SUSA) holdings, per ETF Channel, underscoring its ESG profile. The stock pays an annualized dividend of $4.16-divided quarterly-with the most recent ex-date on 09/08/2025. Trading in the Medical Instruments & Supplies sector, BDX's dividend history is often cited by investors evaluating the likelihood of continued payments.
Markets price a 25bp Fed cut as data drought shifts Powell toward balance sheet policy and QT end
October 29, 2025, 8:08 AM EDT. Markets are pricing in a 25bp cut by the FOMC as a government shutdown limits data. A 50bp cut or a hold is viewed as unlikely, per CME's FedWatch. With key statistics missing, Chair Powell is expected to pivot toward balance sheet policy and the end of quantitative tightening (QT) rather than new data. The BLS still released inflation data, with the CPI up 0.3% in September and about 3% year over year, while the employment picture remains unclear due to the missing payroll report. Deutsche Bank's Jim Reid and UBS's Paul Donovan signal the Fed may announce QT wind-down next month. Powell's press conference could emphasize policy framework and financial stability amid the data void.
Markets Brace for Milei Victory as Dollar Stability and IMF Bailout Shape Argentina's Future
October 29, 2025, 7:24 AM EDT. Argentina's political shift under Milei has sparked fresh market moves as investors weigh the long-term effects of a US-backed bailout and a push to curb inflation. Milei's win, reinforced by an alliance with the center-right, raises questions about the durability of market stability and the peso amid persistent dollar dynamics. The IMF has lent roughly $20bn this year, with disbursements ongoing, while the US bailout-about $40bn-echoes through policy and sentiment. Since December, inflation has fallen from over 200% to about 30%, but surging imports and weaker real wages weigh on jobs and businesses. Analysts warn that Peronism remains a political wildcard and that anti-Peronism sentiment could shape reform debates and risk appetite.
2 Dirt Cheap Stocks to Buy With $300 Right Now: Verizon and Carnival
October 29, 2025, 7:22 AM EDT. Amid an elevated market, this note flags two dirt-cheap ideas you can start with a $300 budget: Verizon (VZ) and Carnival (CCL). These aren't about explosive growth but bargain-basement valuations and steady cash flow. Verizon has not posted revenue growth above 6% since 2009, underscoring its defensive appeal rather than hype. Carnival offers a different risk/reward as travel rebounds, potentially unlocking upside from a beaten-down price. Together, they illustrate how a small bet can gain exposure to reliable income and value, even when the broader market runs hot. As always, perform your own due diligence and fit these ideas to your risk tolerance and time horizon.
Micron Stock Forecast Jumps on AI-Fueled Memory Supercycle Signals from SK Hynix
October 29, 2025, 7:20 AM EDT. Micron Technology's stock climbs in pre-market after rival SK Hynix forecasts a prolonged memory supercycle driven by AI demand. SK Hynix says DRAM supply constraints will persist as AI spending outpaces capacity, underpinning prices. Micron expands AI memory capacity, with HBM3e chips powering Nvidia Blackwell GPUs, contributing to strong Q4 results: revenue $11.2B, EPS $3.03; guidance for next quarter revenue $12.5B, EPS $3.75. Analysts, including Citi's Danely, raise targets on tight supply and AI demand. Investors await Micron's fiscal Q1 results on December 17 to confirm momentum into 2026. Overall, the AI memory rally lifts valuations for MU and other memory names.
2 Dirt Cheap Stocks to Buy With $300 Right Now: Verizon and Carnival
October 29, 2025, 7:18 AM EDT. Two industry leaders are trading for under 12x forward earnings, making a $300 starter feasible. Verizon and Carnival present bargain valuations even in an elevated market. Verizon is a cash machine with a double-digit normalized net income margin, a hefty dividend yield (about 7.1%), and an 8-9x forward/trailing multiple that keeps it appealing as a defensive, income-driven pick. Carnival, near $28, offers exposure to a slowly recovering cruise sector with a modest market cap and improving fundamentals, though sentiment remains volatile. The takeaway: in a market where winners lag, these cheap names could weather downturns and offer upside as conditions improve. A $300 stake can diversify into income plus reopening exposure.
TopBuild (BLD) posts 183% five-year return as EPS growth outpaces stock gains
October 29, 2025, 7:16 AM EDT. Over five years, TopBuild Corp. (NYSE: BLD) has surged about 183%, with the stock up 18% in the latest quarter and a ~8.7% market backdrop over three months. The five-year compounded EPS growth of ~28% outpaces the roughly 23% annualized share price gain, suggesting earnings growth has supported the rally even as market sentiment turned cautious. One-year TSR sits around 25%, hinting momentum in the near term. The note also flags two warning signs and points to investor-worthy considerations like modest CEO pay versus peers and potential upside from insider activity. As fundamentals evolve, investors should weigh earnings durability against valuations and the two cautions highlighted by analysts.
Boeing Stock Faces Test as JP Morgan Expects 777X Charge and Cash-Flow Watch
October 29, 2025, 7:08 AM EDT. Markets await Boeing (NYSE: BA) results as JP Morgan's Seth Seifman outlines a potential multi-billion charge linked to the 777X program. The expected hit, centered on a delay to FAA service entry, could run around $4 billion, with final size hinging on timing. The charge could weigh on free cash flow in 2026-27, prompting Seifman to trim those years' projections even though the issue is largely timing. On the bright side, 737 and 787 deliveries are rising and the FAA has approved boosting production to 42 per month. Seifman maintains an Overweight rating with a $251 target, implying about 12% upside from here, assuming cash flow stabilizes beyond 2027.
US stock market futures mixed as Dow slips while Nvidia leads AI rally ahead of Fed decision
October 29, 2025, 6:58 AM EDT. US stock futures opened mixed: Dow futures down about 0.07%, S&P 500 futures flat, Nasdaq 100 futures up a touch amid bets on a Fed rate cut. Markets price a 25 bps cut to 3.75%-4.00% as a key milestone. Nvidia remains at the center of the AI rally, lifting sentiment as it nears a roughly $5 trillion market cap after new product launches. Traders eye Trump-Xi talks and a potential easing of tariffs, with optimism supporting megacap tech but warnings on elevated valuations and the ongoing government shutdown. Earnings from MSFT, META, GOOGL due tonight; Apple and Amazon later. Movements in Broadcom and others in focus; caution ahead of the next 48 hours.
__symbol__ Stock Quote Price and Forecast
October 29, 2025, 6:48 AM EDT. Confluent, Inc. builds a data infrastructure platform focused on data in motion. Its offerings include Confluent Cloud, Confluent Platform, WarpStream BYOC, Connectors, Flink, Stream Governance, and Confluent Hub, with services spanning application architecture engagement, multi-data-center support, security, upgrades, and AWS cloud deployments. Founded in 2014 by Edward Jay Kreps, Neha Narkhede, and Jun Rao and headquartered in Mountain View, CA, the company targets real-time data streaming and governance for enterprises. The stock's near-term outlook hinges on enterprise adoption of real-time data pipelines, product momentum across cloud deployments, and competitive dynamics in the data-in-motion space, which influence the price and forecast trajectory.
Nvidia Stock to Move Higher as AI Capex Fuels GPU Demand Over the Next Three Years
October 29, 2025, 6:44 AM EDT. Nvidia has surged ~1400% over the past three years, driven by the AI megatrend. Since ChatGPT's launch, broader markets have rallied, but Nvidia stands out as the GPU leader powering training and inference for generative AI. The company has benefited from unprecedented revenue acceleration and expanding profit growth, underpinned by strong pricing power in a GPU-constrained market. A key driver is capex, as hyperscalers invest in data centers and AI infrastructure, with estimates suggesting trillions of dollars in spend by 2030. Nvidia's dominance, combined with this AI infrastructure buildout, suggests the potential for further upside even if demand isn't peaking yet. Investors are watching capex trends and competition, which could shape the stock's trajectory in the coming years.
Futures Rise on AI Optimism as Nvidia Leads Gains; Fed Rate Cut Bets Grow
October 29, 2025, 6:42 AM EDT. U.S. stock futures rose as AI optimism underpinned sentiment, with S&P 500 and Nasdaq 100 futures higher. Nvidia jumped more than 8% in Asian trading on Blue Ocean, signaling potential gains on Wall Street after President Trump said he plans to discuss the company's Blackwell chips with Xi Jinping. CEO Jensen Huang announced new partnerships and dismissed fears of an AI bubble. Investors await the Magnificent Seven earnings lineup-Alphabet, Meta and Microsoft after the close today, followed by Apple and Amazon tomorrow. The Fed is widely expected to cut rates by 25 basis points later, with traders parsing Chair Powell's remarks for guidance on further easing.
Wall Street Analysts See S&P 500 Could Rally to 9,000 or Fall to 4,900 in 2026
October 29, 2025, 6:38 AM EDT. Wall Street analysts see a wide 2026 path for the S&P 500. Evercore's Julian Emanuel models a base near 7,750, with a 25% chance of a 9,000 rally if AI lifts stocks and the Fed eases. By contrast, Morgan Stanley's Mike Wilson sketches a downside around 6,500 by mid-2026, with a risk of roughly a 30% drop to 4,900. Earnings are forecast to rise about 14% in 2026, up from 11% in 2025, which could translate to similar gains in the index if multiples stay firm. The forward P/E sits at 22.7, well above the 5- and 10-year averages, signaling lofty valuations. Bottom line: earnings strength supports upside, but a bubble or recession could derail the path.
Prediction: Bitcoin Could Fall Below $100,000 Within a Year, Says Market Outlook
October 29, 2025, 6:34 AM EDT. Bitcoin has stunned traders with a decade-long run, but the author argues the rally faces a setback as the asset trades like a risk-on tech proxy rather than a safe haven. While BTC remains the marquee crypto amid a $2.3 trillion market, its price action has shown marked similarity to the Nasdaq Composite, not the steady pull of gold. The piece asserts that if the broader stock market stays pressured, Bitcoin could retreat and sit below the $100,000 level a year from now. Catalysts cited include tariff tensions, a possible government shutdown, and persistent inflation that drums up volatility in risk assets. The author concedes forecasting timing is tough, but stresses that a high-valuation stock market backdrop could pin Bitcoin lower in the near term.
US stocks edge higher ahead of Fed decision as Nvidia climbs and AI bets loom
October 29, 2025, 6:31 AM EDT. U.S. stocks were broadly higher as investors waited for the Federal Reserve's policy decision, eyeing a likely quarter-point rate cut and potential hints on future easing. S&P 500 futures rose ~0.3%, Nasdaq-100 futures ~0.6%, while Dow futures were flat after a fresh record session. The market awaits guidance from Chair Jerome Powell on the pace of further rate cuts. Nvidia extended gains after its GTC event, inching toward a record market value and keeping a glow around AI spend. Focus shifts to the Magnificent Seven earnings, with Alphabet, Meta, and Microsoft reporting; Apple and Amazon due Thursday. Trade thaw with Beijing and a possible Xi meeting add modest tailwinds, while oil steadies as sanctions and stockpiles weigh prices.
Vodafone Group PLC expands IoT, cloud, and financial services footprint
October 29, 2025, 6:28 AM EDT. Vodafone Group PLC is a leading telecommunications provider operating across Germany, the United Kingdom, the rest of Europe, Turkey, and South Africa. It offers mobile and fixed services, plus connectivity solutions for digital services, the IoT and financial services, and IoT platforms. The company provides cloud, multi-cloud, and edge computing capabilities, and operates M-PESA-its African mobile money platform-for payments and financial services. Additional offerings include unified communications, mobile connectivity, IoT connectivity, and security services; it leases fibre and other fixed connectivity and manages infrastructure assets, shared operations, and growth platforms. Vodafone serves private and public sector customers in health, banking and finance, transport and logistics, retail, utilities, and agriculture. Founded in 1984 and headquartered in Newbury, UK.
S&P Global Stock: Should You Buy Ahead of Oct. 30 Earnings?
October 29, 2025, 6:26 AM EDT. S&P Global sits near a duopoly with Moody's in essential financial data, ratings and analytics. Its services endure across markets, but its credit-rating business is sensitive to inflation and rate moves. After a volatile 2022-23, growth stabilized in 2024 as the Fed cut rates, though 1H 2025 cooled on macro headwinds. Management still expects full-year revenue up 5%-7% and adjusted EPS up 8%-10% to $17.00-$17.25. In 1H 2025, revenue growth was about 7% with roughly 9% EPS growth. With the stock around $495, investors will weigh whether Q3 earnings can validate returning momentum and whether full-year guidance can be raised ahead of the Oct. 30 print.
Ranked: The World's 50 Most Valuable Companies in October 2025 – Nvidia Nears $5 Trillion
October 29, 2025, 6:22 AM EDT. As October 2025 closes, the tech-heavy landscape shows Nvidia pulling ahead of the Magnificent Seven with a near $5 trillion valuation. The surge helps lift the global top 50 by market cap, with AMD crossing the $400 billion mark for the first time thanks to a slate of catalysts, including an OpenAI chip deal and a quantum computing collaboration with IBM. From the list, the dominance of tech remains pronounced, underscoring how megacaps shape the market. The ranking, as of Oct. 24, is based on market capitalization data from CompaniesMarketCap and presented via Voronoi visualizations, highlighting the crowding of giants across consumer, energy and financial sectors.
Quantum Computing (QUBT) Price Target Surges 29.5% to $26.86
October 29, 2025, 6:20 AM EDT. The average one-year price target for Quantum Computing (NasdaqCM: QUBT) rose to $26.86, up 29.51% from $20.74 (Sept 27, 2025). Targets span $15.15-$42.00, with the mean target about 80.09% above the latest close of $14.92. Fund sentiment shows 333 institutions holding QUBT, up 54% this quarter, with an average weight of 0.10% and total shares near 63.3M. The put/call ratio is 1.23, signaling a bearish tilt. Major holders increasing stakes include Jane Street (4.98M, 2.22%), Anson Funds (4.68M, 2.09%), Vanguard's VTSMX (3.86M, 1.72%), Geode (2.63M, 1.17%), and Citadel (2.41M, 1.08%). Investors should weigh the upgraded target against elevated options activity and risk.
Tesla Faces Headwinds, but New Models Could Revive Momentum
October 29, 2025, 6:16 AM EDT. Tesla's year-over-year deliveries decline and headwinds in the U.S. and Europe have cooled the rally, even as the stock recovers some ground in 2025. After a Q3 where revenue rose 12% but EPS missed at 50 cents vs 54, net income fell 37%, sentiment remains volatile amid Musk-Trump tensions. Canaccord sees a potential turnaround as new EV models could lift global sales momentum and blunt the post-Q3 tax-credit cliff in the U.S. The shares have swung from a meteoric run to a choppy path, up about 22% in 2025 yet still below the all-time high. Key catalysts will be delivery momentum, margin trends, and any new model announcements that could reaccelerate Tesla's growth.
Nvidia stock rises above $200 as CEO keynote outlines AI-led expansion
October 29, 2025, 6:14 AM EDT. During Nvidia's keynote, CEO Jensen Huang outlined a bold AI-driven growth path as the stock rose above $200. He defended U.S. leadership in AI and chips, stressing the risk of falling behind without continued investment and skilled immigration. Key announcements included a deal with Lilly to deploy 1,000 GPUs for drug discovery, and collaboration with the DOE to build seven supercomputers, including one with 10,000 GPUs. Additional ties with CrowdStrike emphasized ecosystem expansion. The cadence of news often lifts the stock, with Nvidia's market cap approaching the $5 trillion mark after a $4 trillion milestone in July. Investors will monitor margins, supply dynamics, and AI demand sustainability.
Robinhood Markets (BIT:1HOOD) Price Target Up 16.53% to €124.88
October 29, 2025, 6:06 AM EDT. Robinhood Markets (BIT:1HOOD) sees its latest price target raised to €124.88 per share, a 16.53% increase from the prior €107.17 target as of September 29, 2025. The new target sits amid a broader analyst range with targets from €62.93 to €154.47. The average target suggests a slight 1.06% dip versus the latest close of €126.22. Fund sentiment shows 1,765 funds or institutions holding positions, up 24.3% quarter over quarter. Major holders include JPMorgan Chase, Vanguard funds, and other institutions, signaling a diversified ownership base and evolving allocations to 1HOOD.
Naspers Limited – Depositary Receipt (NPSNY) Price Target Falls 79.69% to $17.34
October 29, 2025, 6:00 AM EDT. Analysts have trimmed the average one-year price target for Naspers Limited – Depositary Receipt (OTCPK:NPSNY) to $17.34 per share, a drop of 79.69% from the prior estimate of $85.37 (Sept 29, 2025). The latest targets range from $13.53 to $20.30. The new average represents a 57.30% decline from the latest close of $40.60. Fund sentiment shows 17 funds or institutions holding positions, up 3 quarter over quarter; average portfolio weight is 0.35%, and total institutional shares rose to 160K. Notable holders include Resolute Advisors (50K), MPLAX (30K), Generali Investments CEE (24K), Yousif Capital Management (12K) (down from 15K); Boston Common Asset Management (10K). Data courtesy of Fintel.
EPWK Holdings Faces Nasdaq Delisting After Sub-$0.10 Bid Price; Appeal Pending
October 29, 2025, 5:58 AM EDT. EPWK Holdings Ltd. (Class A: EPWK) has received a Nasdaq delisting notification after its shares closed at or below $0.10 for ten straight trading days. The company has filed an appeal and requested a hearing, which will temporarily stay the suspension of its securities pending the outcome. Traders show caution, with an average trading volume around 26.3 million and a Strong Sell technical signal on TipRanks. The update underscores liquidity and market-access challenges for this micro-cap, and any final delisting decision will hinge on the hearing outcome and Nasdaq's review.
Coty (COTY) Price Target Slashed to $5.19; Fund Sentiment Remains Bullish
October 29, 2025, 5:52 AM EDT. Coty (NYSE: COTY) sees its average 1-year price target trimmed to $5.19, down 12.26% from $5.92 as of Sept. 27, 2025. The target range spans $3.54-$10.50, with the latest target implying a 29.18% upside from the latest close of $4.02. On the fund side, 629 institutions hold COTY shares, with aggregate weight around 0.06%; total shares dip 1.00% to 406.824M. The put/call ratio is 0.36, signaling a bullish tilt. Notable holders include BNP Paribas Arbitrage (3.94%), Banco Santander (2.64%), Credit Agricole SA (2.35%), and Ameriprise Financial (1.88%, down from 22.347M). Source: Fintel.
Sika (SWX:SIKA) Price Target Decreased by 10.15% to CHF 234,98
October 29, 2025, 5:50 AM EDT. Analysts trimmed Sika's one-year price target to CHF 234,98, a 10.15% drop from CHF 261,52 on Sep 27, 2025. The target range spans CHF 161,60 to CHF 367,50, with the average up 39,45% versus the latest closing price of CHF 168,50. Sika's current dividend yield is 2.14%, and the payout ratio stands at 0.48. The 3-Year dividend growth rate is 0.24%, indicating gradual dividend growth. Fund sentiment shows 332 institutions owning SIKA, down 2.64% last quarter, with an average portfolio weight of 0.43%. Major holders include ANWPX, VGTSX, VTMGX, IEFA, and AGTHX, among others, with slight changes in holdings and allocations.
Imugene Price Target Falls 57.72% to $4.15; Fund Sentiment Shifts as Institutions Cut Holdings
October 29, 2025, 5:46 AM EDT. Imugene (OTCPK: IUGNF) price target fell to $4.15 from $9.81-a 57.72% cut as of September 29, 2025. Analysts' one-year targets range from $0.47 to $8.06, with the average price target up 10,271.35% from the latest close of $0.04. Fund sentiment shows 16 funds holding positions, with an average portfolio weight of 0.00% (up 57.42%). Total shares owned by institutions fell 61.12% to 85,821K. Large holders include VTMGX (19.14%); others include SCHC, SPDW, and VGTSX with varying changes. The story is from Fintel and includes data on ownership, fund allocations, and analyst targets.
Loncor Gold (LONCF) Price Target Cut 16.97% to $1.12 as Institutional Ownership Rises
October 29, 2025, 5:44 AM EDT. Loncor Gold (LONCF) sees its average one-year price target trimmed to $1.12 per share, a 16.97% drop from $1.35 (Sept 29, 2025). The latest targets span $0.99-$1.27; the target is still up 250.24% from the latest close of $0.32. On the ownership side, three funds own positions, averaging 0.95% of the company, up 2.82% in portfolio weight, with institutional shares rising 6.89% to 13,960K in three months. Notable holders: GRHIX with 6,917K shares (3.92%), up from 4,917K; AVALX with 4,643K (2.63%), vs 4,143K previously; and UNWPX with 2,400K (1.36%). Source: Fintel; data cover fundamentals, ownership, fund sentiment, and more.
BTDR Price Target Raised to $32.84 as Analysts Turn Bullish
October 29, 2025, 5:42 AM EDT. Bitdeer Technologies Group (BTDR) sees a fresh price target of $32.84, up 31.38% from the prior $25.00 estimate dated Sept 27, 2025. The new target sits among a range of $19.19 to $52.50 per share and implies a 36.28% gain from the latest close ($24.10). Fund sentiment remains bullish: 222 institutions hold BTDR, up +61 in the last quarter, with average weight 0.27% and a 42.60% rise in holdings to 51,439K shares. The put/call ratio is 0.68, signaling optimism. Major holders include Bank of America (6,337K / 3.79%), Barclays (2,871K / 1.72%), UBS (2,783K / 1.66%), and VanEck (2,143K / 1.28%). The story originated on Fintel.
Electro Optic Systems EOS Price Target Surges to 8.66, Up 94.8% as Institutional Interest Expands
October 29, 2025, 5:40 AM EDT. EOS (ASX: EOS) sees its average one-year price target rise to 8.66 per share, a 94.84% jump from the prior estimate of 4.44 (Sept 27, 2025). The target is a composite from multiple analysts; ranges span 1.60 to 11.76. The new target also implies a +39.23% lift from the latest close of 6.22. On the fund front, 16 institutions report positions in EOS, up 3 owners (23.08%), with average portfolio weight at 0.09% and a +41.41% increase in the weighted presence. Total institutional shares climb to 9.72 million (up 207.87%). Notable holders include FIGRX, NEAGX, FSLCX, and FDKFX. Story note: data from Fintel.
VusionGroup (SRBEF) Price Target Increased by 12.97% to 341.34
October 29, 2025, 5:38 AM EDT. Analysts lifted the average one-year price target for VusionGroup (OTCPK:SRBEF) to $341.34 per share, a 12.97% increase from the prior $302.14 estimate dated Aug. 5, 2025. The target range spans $318.35 to $373.85. The new average implies a roughly 115.49% premium versus the latest closing price of $158.40. Institutional sentiment remains constructive, with 58 funds reporting SRBEF positions and total shares held at about 1.5 million. Leading holders include SMCWX (576k shares, 3.44%), BCSFX (434k, 2.59%), along with smaller allocations from VGTSX and VTMGX. The fund community's shifts indicate rising interest in SRBEF across several international equity funds.
First Majestic Silver Price Target Increased by 44.86% to €13.67 (FMV)
October 29, 2025, 5:36 AM EDT. Analysts have raised First Majestic Silver's (FMV) average 1-year target to €13.67 per share, a 44.86% jump from the prior €9.44 (Sept 29, 2025). The new target sits inside a €10.74-€16.56 range; the latest close was €10.58. Fund data show 338 funds hold FMV, with total institutional shares up 9.91% in three months to about 285.997M. Major holders include VanEck Associates (32.754M, 6.68%), Toroso Investments (18.434M, 3.76%), Amplify Junior Silver Miners ETF (18.383M, 3.75%), GDX (14.776M, 3.02%), and MIRAE Asset Global ETFs (13.667M, 2.79%), the latter up from 7.845M previously.
Mister Spex MRX Price Target Raised to €4.42 (+14.75%)
October 29, 2025, 5:34 AM EDT. Mister Spex SE (MRX) sees a higher price target after analysts raised the average 12-month target to €4.42 from €3.85 in the prior note, a 14.75% upgrade dated Sept. 27, 2025. The new target sits within a range of €2.34-€6.30 and implies a potential upside of about 208.85% from the latest close of €1.43. On the institutional side, two funds report positions in MRX, with combined ownership near 2K shares and an average portfolio weight of 0.00%. Notably, DFA Investment Dimensions Group International Social Core Equity Portfolio holds about 1K shares, and SPDR Portfolio Europe ETF holds about 1K shares after a 26.73% quarterly allocation trim. Story from Fintel; views do not reflect Nasdaq, Inc.
MGDDF Price Target Cut 10.96% to $39.92; Institutional Holdings Edge Higher
October 29, 2025, 5:32 AM EDT. The average one-year price target for Compagnie Générale des Établissements Michelin Société en commandite par actions (OTCPK: MGDDF) has been revised to $39.92 per share, down 10.96% from $44.83 dated August 21, 2025. The range of targets spans $31.18 to $49.27; the latest target implies a 6.03% drop versus the latest close of $42.48. Fund sentiment shows 411 funds or institutions holding positions, up 0.49% in the last quarter, with average portfolio weight at 0.31% (up 6.49%). Total institution-owned shares rose 9.92% to 118,652K. Notable holders include VGTSX with 10,025K (1.43%), CAIBX with 8,229K (1.17%), VTMGX with 6,237K (0.89%), AMECX with 6,000K (0.86%), and MIEIX with 5,551K (0.79%).
Neste Oyj – Depositary Receipt (NTOIY) Price Target Raised 11.99% to $10.48
October 29, 2025, 5:30 AM EDT. Neste Oyj – Depositary Receipt (NTOIY) now carries a one-year average target of $10.48, up 11.99% from the $9.36 estimate (Sept 29, 2025). Analysts' targets span $6.90-$17.02, with the latest target representing a 5.34% rise from the latest close of $9.95. Industry funds: six institutions hold NTOIY, with average portfolio weight at 0.01% (up 89.33%); total institutional shares sit at 38K, down 92.20% over the past quarter. Top holders include Rhumbline Advisers with 28K (down 1.66%), GAMMA Investing with 5K, and SPWO – SP Funds S&P World (ex-US) ETF with 4K (up from 2K). Salomon & Ludwin and ENDW hold little to no shares. The data originate from Fintel; opinions do not reflect Nasdaq.
Hanmi Pharm. Co. (KOSE:128940) Price Target Up 10.91% to ₩432,225; Div Yield 0.31%
October 29, 2025, 5:28 AM EDT. Hanmi Pharm. Co. (KOSE:128940) sees a revised one-year price target of ₩432,225, up 10.91% from ₩389,698 as of Sept. 27, 2025. The target set is the average of analyst estimates; ranges span ₩323,200 to ₩546,000. The new target implies a 6.59% gain from the latest close of ₩405,500. The stock offers a dividend yield of 0.31% and a payout ratio of 0.15, suggesting modest income versus growth. On the fund side, 58 funds or institutions hold positions, down 28.40% quarter-over-quarter, with total shares at about 362K and an average weight of 0.12%. Large holders include VGTSX (89K shares), VTMGX (55K), IEMG (50K), DFCEX (22K), and SCHF (14K).
SMCP Price Target Up 12.98% to €7.81 on ENXTPA
October 29, 2025, 5:26 AM EDT. SMCP (ENXTPA:SMCP) sees its average one-year price target rise to €7.81 per share, up 12.98% from €6.92 (Sept 27, 2025). The target reflects consensus from multiple analysts, with ranges from €6.06 to €8.61. The new target is 29.57% above the latest close of €6.03. Fund sentiment shows 29 institutions hold positions, collectively about 867k shares (0.01% avg weight), down 5.27% in three months. Notable holders include Avantis International Small Cap Value ETF (207k shares) and DFIEX (136k). The data underline a cautious but constructive environment for SMCP as institutional exposure tweaks continue.
United Airlines Holdings (XTRA:UAL1) Price Target Up 10.51% to €106.71
October 29, 2025, 5:24 AM EDT. Analysts have raised the average one-year target for United Airlines Holdings (XTRA:UAL1) to €106.71, a 10.51% jump from €96.56 dated September 29, 2025. The targets span €39.98 to €140.32, with the average price target implying a 26.50% gain versus the latest close of €84.35. On the fund side, 1,653 funds report positions, and institutional ownership rose in the last quarter while total shares held by institutions fell 1.45% to 334,711K. Leading holders include Capital International Investors (≈6.79%), Primecap Management (≈5.82%), Sanders Capital (≈4.48%), AGTHX (≈4.20%), and VTSMX (≈3.25%).
Orkla India IPO Day 1: GMP, Subscription Status and Investor Takeaway
October 29, 2025, 5:22 AM EDT. Orkla India Limited kicked off its IPO today, with a price band of ₹695-₹730 per share and an OFS-backed issue size of ₹1,667.54 crore. The GMP is around ₹108, signaling strong grey-market warmth ahead of the bid opening. By 2:03 PM, overall subscription stood at 0.53x, with a retail portion at 0.68x and NII at 0.87x. The issue is part of the OFS route and lists on the BSE and NSE; lot size is 20 shares, with allotment likely on 1 November 2025 and listing around 6 November 2025. KFin Technologies is the registrar; ICICI Securities, Citi, JP Morgan, and Kotak Mahindra Capital are the lead managers. Investors will watch how demand evolves in the remaining bidding days.
3 Small-Cap Stocks We're Skeptical Of
October 29, 2025, 5:20 AM EDT. Small-cap stocks can offer outsized gains, but mispricings are common where coverage is thin. In this look at three names we're avoiding, each faces profitability or balance-sheet headwinds. FSTR trades at $26.65 with a forward EV-to-EBITDA of 6.2x, yet five-year sales declined ~1.6% annually, free cash flow margin is only 0.3%, and ROIC sits near 4.5%, signaling limited reinvestment opportunities. KFRC has seen revenue drop 9.2% over the last two years, EPS fall ~13.8% annually, and waning ROIC. AUB shows stagnating tangible book value per share and tepid guidance for capital generation. These dynamics illustrate why StockStory remains skeptical on these names and suggests weighing higher-quality peers or broader indices instead.
Trump's Asia charm offensive lifts Nikkei to record highs as global stocks rally
October 29, 2025, 5:18 AM EDT. Stocks across Asia mostly rose as Japan's Nikkei 225 jumped 2.2% to a fresh record of 51,307.65, helped by Trump's charm offensive and investment commitments. South Korea's Kospi and China's Shanghai Composite also posted gains, while Australia's ASX 200 slipped on higher inflation data. In the United States, major indices extended record highs, with the S&P 500, Dow, and Nasdaq reaching new peaks amid expectations of a Federal Reserve rate cut. Traders weighed Trump's visit, tariff tensions with China, and a potential trade deal with South Korea, though concerns over the logistics of a large U.S. investment pledge linger. Investors awaited the Fed's rate decision and upcoming earnings from marquee names.
Stock Futures Rise Ahead of Fed Decision and Key Tech Earnings
October 29, 2025, 5:16 AM EDT. Stock futures edged higher ahead of a Federal Reserve decision and a clutch of major tech earnings, with optimism powered by an AI rally. Dow futures slipped about 29 points, while S&P 500 futures rose roughly 0.3% after the index closed at a record, and Nasdaq-100 futures gained about 0.5%. Traders are watching for signals from the Fed, even as enthusiasm centers on AI-driven growth. President Trump said he would discuss Nvidia's advanced Blackwell chips with Xi Jinping during their summit in South Korea, fueling hopes Beijing could ease semiconductor curbs as part of a broader trade deal.
Euronext CEO open to European exchange consolidation, including London
October 29, 2025, 5:12 AM EDT. During a CNBC interview, Euronext CEO Stéphane Boujnah signaled openness to broader consolidation among Europe's stock exchanges, a proposal championed by German Chancellor Friedrich Merz. Boujnah noted that Euronext has built a combined trading and order book platform that could underpin a single European exchange. He also hinted on whether the London Stock Exchange could join such a venture, though no firm commitments were reported. The comments highlight ongoing debates on cross-border market structure in Europe.
S&P 500 and Nasdaq futures rise ahead of Fed decision as Big Tech earnings loom
October 29, 2025, 4:58 AM EDT. U.S. stocks rose modestly as traders awaited the Federal Reserve's policy decision, with S&P 500 futures and Nasdaq 100 futures higher while the Dow held gains. The market is pricing in a quarter-point rate cut and watching for Powell's guidance on further easing. Nvidia jumped premarket on a flurry of updates, eyeing a potential path toward the $5 trillion market-cap milestone. Attention shifts to the Magnificent Seven earnings, led by Alphabet, Meta Platforms and Microsoft, with results from Apple and Amazon due after the bell. Analysts expect continued AI-driven spending to support profits, though any soft read could weigh on sentiment. Meanwhile, easing U.S.-China tensions and geopolitical developments provide a modest tailwind.
Fed Rate Decision and Big-Tech Earnings Set to Test the Market as S&P 500 Reaches Crossroads
October 29, 2025, 4:22 AM EDT. As the S&P 500 rides a three-year bull run, the coming week hinges on the Federal Reserve's interest-rate decision on Oct. 29 and the quarterly results from Alphabet, Meta Platforms, Microsoft, Amazon, and Apple. Market expectations center on another 0.25-point cut and commentary on the path of future cuts, but tariffs and inflation risks could complicate the Fed's decision. A surprise deviation could unsettle stocks, especially if guidance hints at slower growth or weaker margins. Because the five tech giants alone carry a meaningful share of the index, their Oct. 29-30 reports could swing sentiment. Traders will parse guidance on growth, costs, buybacks, and profit margins to judge whether the rally can persist or lose steam.
Europe set to open lower as investors await Fed rate decision and key earnings
October 29, 2025, 4:14 AM EDT. European stocks are set to open lower as traders await the Fed rate decision, with a quarter-point cut widely expected to bring the federal funds rate to the 3.75%-4.00% range. Investors will scrutinise Chair Jerome Powell's post-meeting tone for signs of a dovish stance. The week is heavy on earnings, with Alphabet, Meta Platforms and Microsoft due after the U.S. close, and Apple and Amazon on Thursday. In Germany, Deutsche Bank beat expectations as four divisions show strength, while Santander posted nine-month profits that topped revenue estimates but faced a court ruling on motor-finance commissions. Traders also weigh cooling US-China tensions ahead of Trump-Xi talks. The path for 2026 remains sensitive to the pace of further rate cuts versus growth risks.
Two Favorite Stocks to Buy Right Now: Deckers Outdoor Leads the Pack
October 29, 2025, 4:12 AM EDT. Despite the market trading at all-time highs and bubble chatter, there are still bargains. Deckers Outdoor (DECK) has fallen about 60% from January as tariffs and softer domestic demand weighed on sentiment, yet Q2 results showed resilience: revenue up 9.1% to $1.43 billion, gross margin around 62%, and EPS of $1.82 beating estimates. The spotlight is on the international segment, with revenue up 29.3%, signaling the strength of the Hoka and Ugg brands beyond the U.S. However, management cut full-year guidance to about $5.35 billion in revenue and EPS of $6.30-$6.39, with tariffs expected to cost roughly $150 million. Still, Deckers' long track record of outperformance and durable brand momentum keep it on the radar as one of the two chosen stocks.
Royal Caribbean Cruises: Great Earnings Don't Float The Boat (NYSE:RCL)
October 29, 2025, 3:56 AM EDT. Royal Caribbean Cruises (RCL) delivered strong quarterly earnings, but the market didn't reward the stock as expected. The piece argues that even with improved cash flows and a favorable demand backdrop, shares have faced headwinds from valuation concerns, macroeconomic uncertainty, and travel demand volatility. The author, a value-oriented investor from Crude Value Insights, highlights the tension between intrinsic value and near-term price action, urging readers to focus on fundamentals rather than headlines. The article also includes standard disclosures from the author and Seeking Alpha, noting no positions and that past performance is not a guarantee. In short, great earnings haven't translated into a rising share price for RCL.
tZERO Announces 2026 IPO Backed by ICE, Highlighting Growth of Tokenized Securities
October 29, 2025, 3:54 AM EDT. tZERO Group, a US-based blockchain infrastructure firm focused on tokenized securities and real-world assets (RWA), plans to go public via a traditional IPO in 2026. Backed by Intercontinental Exchange (ICE), the NYSE parent, the company positions itself as a regulated bridge between traditional markets and blockchain innovation. Founded in 2014, tZERO operates an SEC-compliant platform for capital raising and secondary trading of digital securities. CEO Alan Konevsky says the firm will expand its regulated digital asset marketplace, continuing investments in infrastructure and compliance. The move coincides with rising institutional interest in asset tokenization, a market now estimated near $35 billion globally. While not yet profitable, the IPO would test appetite for tokenized finance and could spur broader public-market adoption of blockchain-enabled securities.
Tencent Music (NYSE:TME) Valuation After Dip: Growth, Momentum, and Risks
October 29, 2025, 3:52 AM EDT.Tencent Music Entertainment Group (NYSE:TME) slipped about 3% as investors weigh a year of steady revenue growth and net income growth. The stock has built notable momentum this year, delivering a 103% year-to-date gain and a 524% three-year total return. The question now is whether TME remains undervalued; its calculated fair value is $28.34, implying upside from the latest close. However, regulatory headwinds in China's media sector and slowing social entertainment growth could temper earnings momentum. Strategic bets on offline performances, merchandise, and cross-platform fan interactions diversify revenue, bolster resilience, and support long-term upside, with insider ownership reinforcing confidence.
Stock futures drift higher as Nvidia rally boosts sentiment ahead of Fed cut and big-tech earnings
October 29, 2025, 3:22 AM EDT. Stock futures edged higher ahead of a Fed decision and a wave of big-tech earnings. S&P 500 futures rose about 0.2%, Nasdaq-100 futures up ~0.38%, while Dow futures slipped ~0.07%. In Tuesday trading, the Nasdaq led gains, climbing about 0.8%, with the Dow up 0.3% and the S&P 500 up 0.2%. The rally was sparked by Nvidia, after its GTC keynote and a multi-billion-dollar AI partnership, lifting market sentiment. The Federal Reserve is expected to cut rates by 25 basis points to 3.75%-4.00%. Investors await earnings from the Magnificent Seven-Alphabet, Meta, Microsoft after the close, followed by Apple and Amazon-as tech megacaps drive risk appetite.
OceanPal's $120 Million NEAR Push Sends Stock Plummeting Nearly 21%
October 29, 2025, 2:36 AM EDT. OceanPal Inc. unveiled a $120 million PIPE to fund its digital-asset strategy via SovereignAI Services, aiming to acquire at least 10% of the NEAR token supply and become a leading institutional holder. The move places OceanPal at the crossroads of traditional shipping and the crypto/AI rails built around the NEAR Protocol, with ambitions for a privacy-first compute layer powered by NVIDIA tech. Despite the strategic pivot, the stock tumbled about 21% to roughly $1.74 as investors weighed the mix of weak results and crypto exposure. Through June 2025, revenue fell 54% year over year and net loss widened, underscoring investor skepticism about a pivot away from core shipping. Backers including Kraken, Proximity, Fabric Ventures, and the G20 Group supported the PIPE, while leadership changes signal a broader digital-asset push.
Robotics startups join Shanghai Stock Exchange advisory board, signaling closer ties between onshore market and tech innovation
October 29, 2025, 2:35 AM EDT. Unitree Robotics founder Wang Xingxing and AgiBot co-founder Peng Zhihui have joined the Shanghai Stock Exchange's 3rd Committee on Science and Technology Innovation, a 60-member panel designed to steer the onshore market's tech agenda. The roster also features chip veterans and leaders from Trina Solar and Great Wall Motor, underscoring Beijing's push to connect the Star Market with high-tech innovation. Since its 2019 inception, the committee has expanded from 48 to 60 members. The lineup highlights robotics firms such as BrainCo and Unitree, based in Hangzhou as part of the city's Six Little Dragons, both eyeing public listings.
Teekay Tankers Surges on Upgrades as Revenue Beat Highlights Valuation Debate
October 29, 2025, 2:18 AM EDT. Teekay Tankers (NYSE: TNK) is in focus after a wave of analyst upgrades and raised price targets fueled by a better-than-expected revenue print. The revenue beat came even as EPS lagged forecasts, keeping the valuation question open. The stock has climbed on the news, delivering a roughly 45% YTD return and a 1-year TSR near 28%. With shares trading just above analyst targets, investors must decide whether the rally reflects continued growth or already prices in it. A popular narrative values the stock at about $55.83, slightly below the last close of around $59.71, while the market trades near $60 and the P/E multiple is ~7.3x versus peers around 13x. Regulatory shifts and fleet renewal risks may cap upside despite the positives.
Stock market today: Dow, S&P 500, Nasdaq futures edge higher ahead of Fed decision as Big Tech earnings loom
October 29, 2025, 2:02 AM EDT. US stock futures edged higher ahead of the Federal Reserve decision as investors digest a record-setting session. Dow futures slipped about 0.1%, while S&P 500 and Nasdaq 100 futures rose around 0.2%-0.3%. The prior session capped fresh highs for the major indices, with the S&P 500 flirting with 6,900 and the Nasdaq up 0.8%. Nvidia hit a record high and rose 1.3% in after-hours trading amid announcements with the US government, Uber, Eli Lilly and Oracle, plus telecom ties with Cisco and T-Mobile on a 6G buildout. A Fed rate cut is widely anticipated, though investors will scrutinize Powell for any easing signals. Big tech earnings loom from Alphabet, Meta, Microsoft, Apple and Amazon, with data-center spending in focus.