Good MorningStocks swung today as volatility returned after Fed Chair Jerome Powell's comments and heavier-than-expected CapEx guidance from hyperscalers knocked the rally off track. Investors rotated toward safer, value-oriented names and announced buybacks, while insider transactions drew attention as signals of confidence or caution in specific companies.
AI and cloud deals dominated market movers. OpenAI's $38 billion deal with Amazon sent AMZN higher by more than 4%, and Microsoft’s recent deals—including a $9.7 billion cloud contract tied to access to NVIDIA chips and approved shipments of 60,000 advanced chips to the UAE—boosted demand for AI infrastructure names. NVIDIA saw heavy trading and price gains as chips remain central to the AI buildout.
Corporate headlines were mixed: Ford and GM jumped on better-than-expected results, AT&T disappointed on revenue, Boeing reported its best delivery quarter since 2018, and Kimberly-Clark agreed to buy Kenvue for about $48.7 billion. Regulatory scrutiny also rose as the UK opens an in-depth probe into Getty’s planned Shutterstock acquisition. Featured: Elon Musk Called a Total Fraud in 2018 - Here's What Changed (Ad) 
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Technology | |
Onsemi (NASDAQ: ON) is on track for a semiconductor supercycle that could add 100% to its share price over the next few quarters.
The company’s semiconductor products are well-suited to a range of end markets that rely heavily on power consumption and are in increasing demand, driven by t... Read the Full Story |
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From Our Partners | | Jeff Brown, founder and CEO of Brownstone Research, says he has uncovered what he calls one of the biggest discoveries of his career tied to the ongoing AI boom.
Brown is pointing to a key date, October 20, and is highlighting five AI-related opportunities outside the traditional stock market that most investors have never heard of. | | Click here to see the full research before October 20 |
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Finance | |
Three huge stocks just announced significant dividend increases. This includes one of the world’s largest payments companies, which initiated its first dividend ever, and one of the top-performing S&P 500 stocks of 2025.
Below, we’ll break down the dividend news coming from these ... Read the Full Story |
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Markets | |
Thanksgiving may come once a year, but for many families, the search for the right turkey starts long before the oven preheats.
Our survey of 3,008 respondents uncovered something surprisingly hopeful: even in an era of inflation and supermarket convenience, Americans still place deep trust in... Read the Full Story |
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From Our Partners | | Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He points to a new AI project tied to Musk's Cybercab reveal.
Brown says Musk has opened major investment windows before, with PayPal, Tesla, and SpaceX marking milestones in tech history. He believes a fourth may open by October 30. | | See Jeff Brown's full analysis on Musk's new AI project |
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Healthcare | |
Insider buying and selling are key indicators for investors to assess the trajectory of different stocks.
Insider buying is often considered a bullish signal because those who know the company the best are loading up on shares. It suggests that positive developments are on the horizon—which... Read the Full Story |
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Finance | |
Buybacks often serve as a vote of confidence from a company's management, especially when share price has lagged behind expectations.
After experiencing share price weakness, three notable companies have announced major stock buyback programs, indicating that they believe the current weakness is ... Read the Full Story |
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From Our Partners | | MindWalk Holdings (NASDAQ: HYFT) is applying AI to drug discovery, and its customer base already includes 19 of the top 20 global pharmaceutical companies.
The company's HYFT technology maps roughly 660 million biological patterns and 25 billion relationships. Q1 fiscal 2027 revenue hit $3.8 million, with gross margin improving to 59 percent in its fifth consecutive quarter of year-over-year growth.
A new OpenFold3 deployment delivered about 5x faster antibody-antigen inference, and a $30 million revolving credit line, free of warrants or equity conversion, adds fuel for expansion. | | Take a closer look at HYFT before AI reshapes drug discovery. |
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Consumer Staples | |
Freshpet (NASDAQ: FRPT) insiders called the bottom in their stock with numerous insider purchases logged in September.
Down approximately 70% from the 2025 high, the market sell-off was not unwarranted but was incredibly overextended, offering deep value in this high-quality stock. Freshpet faces... Read the Full Story |
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Consumer Discretionary | |
For U.S. automakers, 2025 has been a year of constant whipsawing around various patches of adversity. A confluence of factors has left consumers wary of large purchases, and many are holding on to their cars for longer and longer.
However, Q3 earnings from two of the most significant legacy Ameri... Read the Full Story |
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Communication Services | |
The United States' Big Three telecom stocks delivered sharply different third-quarter results, highlighting the growing divide between premium growth names and value-oriented incumbents. Subscriber trends, revenue performance, and strategic direction all played a role in shaping market reaction. F... Read the Full Story |
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Industrials | |
Boeing (NYSE: BA) and Airbus (OTCMKTS: EADSY) are the world’s dominant players when it comes to commercial aircraft production. Despite sharing this market, one thing that these names have not held in common is stock market performance. Airbus has provided a five-year total return of over 25... Read the Full Story |
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Consumer Discretionary | |
It's easy for investors to work in silos, focusing in on particular corners of the market that they have special interest or expertise in. However, pairing stocks from distinct sectors can provide an opportunity for strategic synergy. One combination that investors may be inclined to overlook is l... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Immunocore Holdings plc, a commercial-stage biotechnology company, engages in the development of immunotherapies for the treatment of cancer, infectious, and autoimmune diseases. The company offers KIMMTRAK for the treatment of patients with unresectable or metastatic uveal melanoma. It also develops other programs for oncology, including tebentafusp that is in Phase 2/3 clinical trial to treat advanced cutaneous melanoma. In addition, the company's product pipeline comprises IMC-F106C, which is in a Phase 3 clinical trial to treat first line advanced cutaneous melanoma; and in a Phase 1/2 clinical trial in multiple tumor types, such as platinum resistant ovarian, non-small cell lung, and endometrial carcinoma. Further, it develops IMC-R117C, which is in phase 1 clinical trial to treat colorectal and gastrointestinal cancers; IMC-M113V, which is in phase 1 clinical trial to treat human immunosuppression virus; IMC-I109V, which is in a Phase I clinical trial in patients with chronic hepatitis B virus; IMC-T119C, which is in preclinical trial for multiple solid tumor cancers; IMC-P115C, which is in preclinical trial to treat multiple solid tumor cancers; and IMC-S118AI to treat type 1 diabetes and is in preclinical trial. Immunocore Holdings plc was founded in 1999 and is headquartered in Abingdon, the United Kingdom. | | View Today's Stock Pick |
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