Newmont Corp. (NYSE: NEM) reported record third-quarter adjusted earnings on Oct. 22. However, the more important story for gold investors may be the price of gold itself.
The yellow metal has pulled back considerably from its December 2025 levels. Spot gold has traded between roughly $4,100 and $.... |
Good MorningU.S. stocks enter the new week following renewed volatility in technology shares and the bond market. Concerns about the cost of artificial intelligence infrastructure weighed on investor sentiment, even as major technology companies continued reporting revenue growth. Meta Platforms highlighted those concerns, posting 26% third-quarter revenue growth but negative free cash flow as capital spending remained elevated. Meanwhile, the 10-year Treasury yield fell below 5% late last week, while rising oil prices added to inflation concerns.
Third-quarter earnings will remain a major focus this week, with Amkor Technology scheduled to report Monday after the closing bell and United Parcel Service reporting Tuesday morning. Microsoft, ServiceNow, and Chipotle Mexican Grill are among the companies scheduled to report Wednesday. Investors will be watching results and guidance for signs of sustained demand, particularly whether heavy AI investments are translating into revenue growth and cash flow.
Monetary policy and economic data will also take center stage. The Federal Reserve meets Tuesday and Wednesday, with markets largely expecting interest rates to remain unchanged. Thursday brings the personal consumption expenditures inflation report and the advance estimate of third-quarter GDP. Those releases, alongside corporate earnings and oil price movements, could influence expectations for interest rates and the broader market outlook. Featured: Kalshi gives the Trump Dividend a 9% chance. Here’s the alternative. (Ad) 
| Materials | |
Newmont Corp. (NYSE: NEM) reported record third-quarter adjusted earnings on Oct. 22. However, the more important story for gold investors may be the price of gold itself.
The yellow metal has pulled back considerably from its December 2025 levels. Spot gold has traded between roughly $4,100 and $... Read the Full Story |
| From Our Partners | | On May 3rd, 2025, Warren Buffett looked at his shareholders for the last time and said: "The dollar is going to hell."
Ray Dalio agrees. The founder of Bridgewater Associates ($150 billion AUM) calls it a "debt death spiral."
But there's a specific asset class and investment system that actually thrives when the dollar collapses. | | Watch how to protect yourself from what Dalio and Buffett see coming (free training). |
| Materials | |
Commodity stocks are expected to be strong performers. But it's been a rough year for lithium stocks. Albemarle Corp. (NYSE: ALB) is down over 33% in 2026, but it just got a bullish spark. On Oct. 14, Mizuho's John Roberts upgraded the lithium giant to Outperform from Neutral. The analyst believes ... Read the Full Story |
| Consumer Staples | |
The market loves a comeback, and that’s the scenario unfolding this year in the consumer staples sector. After being the market’s worst-performing sector in 2025, consumer staples have rebounded sharply in 2026, and the Consumer Staples Select Sector SPDR Fund (NYSEARCA: XLP) is up roughly 14% year... Read the Full Story |
| From Our Partners | | Inflation, trade wars, and market volatility have many savers rethinking how they protect retirement funds. A free digital guide breaks down the basics of Gold IRAs in plain language.
Inside: the top 5 advantages of a Gold IRA, how to move a 401k penalty free, why diversification matters, and a simple checklist to get started.
Qualified orders of $50,000 or more may also receive bonus silver, while supplies last. | | Download the free Beginner's Guide to Gold IRAs now |
| Consumer Discretionary | |
Planet Fitness (NYSE: PLNT) is no longer the heavyweight in the gym business that it once was.
A previously reliable growth stock in the consumer discretionary sector, the company is facing one of its toughest growth challenges in years. Its shares have fallen sharply over the past year, along wit... Read the Full Story |
| Markets | |
Investor demand for new defensive options in the exchange-traded funds (ETFs) space has prompted an uptick in defined outcome funds in recent years. Also known as buffer or target outcome ETFs, these products aim to provide a pre-determined range of returns over a specified period. The appeal lies ... Read the Full Story |
| | Markets | |
Every portfolio in a volatile market has two jobs, and most investors only run one. Part of the money should be trading the noise. The rest should be getting paid to ignore it. The last few weeks have delivered 1% daily moves in both directions, and the reflex is to step back and wait for calm, but... Read the Full Story |
| Industrials | |
Bloom Energy’s (NYSE: BE) Q3 earnings report shows strong growth despite uncertainty surrounding Oracle’s (NASDAQ: ORCL) force majeure notice. While a headwind, it is offset by numerous tailwinds, and investors must not get this wrong: Bloom's broader growth outlook does not depend solely on Oracl... Read the Full Story |
| Technology | |
A broader technology sector sell-off recently swept through the markets, triggered by mounting anxieties over hyperscaler capital expenditures. As mega-cap platforms signaled significant cash outflows to build artificial intelligence (AI) infrastructure, investors hit the panic button and dumped se... Read the Full Story |
| Consumer Discretionary | |
Grand Canyon Education (NASDAQ: LOPE) operates in an industry many investors avoid.
The company provides technology, marketing, enrollment, and back-office services to Grand Canyon University (GCU), one of the largest private Christian universities in the United States, as well as a growing roster... Read the Full Story |
| Finance | |
American Express Co. (NYSE: AXP) reported third-quarter 2026 earnings before the opening bell on Oct. 23. The results were solid. Yet when the market opened, AXP was the worst-performing stock in the Dow Jones Industrial Average (DJIA).
Investors who follow American Express have seen this movie be... Read the Full Story |
| Monday's Early Bird Stock Of The Day NVIDIA Corporation provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. The Compute & Networking segment comprises Data Center computing platforms and end-to-end networking platforms, including Quantum for InfiniBand and Spectrum for Ethernet; NVIDIA DRIVE automated-driving platform and automotive development agreements; Jetson robotics and other embedded platforms; NVIDIA AI Enterprise and other software; and DGX Cloud software and services. The company's products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, consumer internet companies, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California. | Should I Buy NVIDIA Stock? NVDA Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of NVIDIA was last updated on Sunday, October 25, 2026 at 6:20 PM.
NVIDIA Bull Case -
NVidia recently reported a significant earnings beat for the quarter ended August 26, 2026, with revenue of $96.22 billion, which exceeded analyst estimates of $92.27 billion, and earnings per share of $2.22, surpassing the consensus of $2.09, demonstrating strong demand and operational efficiency.
-
The company's board of directors authorized a massive $150 billion share buyback plan on September 28, 2026, which signals management's confidence that the stock is undervalued and provides a potential floor for the share price by reducing the number of outstanding shares.
-
NVidia is expanding its product ecosystem beyond traditional GPUs into CPUs, networking, AI factories, and autonomous driving, with recent partnerships involving companies like Pony.ai and Schneider Electric, which broadens its revenue streams and reduces reliance on a single product category.
-
Analysts maintain a bullish outlook with an average price target of $321.47, which is significantly higher than the current stock price of $210.96, suggesting substantial upside potential as the market digests the company's recent performance and growth trajectory.
-
The stock offers a dividend yield of 0.47% with a low payout ratio of 12.64%, indicating that the company is generating sufficient cash flow to return capital to shareholders while retaining the majority of earnings for reinvestment in high-growth areas.
NVIDIA Bear Case -
There is significant insider selling activity, with over 1.7 million shares sold by insiders in the last ninety days, including large sales by Director Mark Stevens and CFO Colette Kress, which may indicate that company executives believe the stock is overvalued at current levels.
-
Competitive threats are intensifying, with analysts noting that companies like Google are developing their own AI chips to attack the economics of AI infrastructure, potentially eroding NVidia's market share and pricing power in the long term.
-
The stock has a high beta of 2.22, meaning it is more volatile than the overall market, and recent price action shows a decline from its 52-week high of $243.37 to the current price of $210.96, reflecting heightened sensitivity to market sentiment and AI sector risks.
-
Concerns exist regarding the sustainability of AI capital expenditure, with some analysts arguing that hyperscalers may struggle to finance the hundreds of billions of dollars required for AI data centers, which could lead to a slowdown in demand for NVidia's products.
-
Short interest has increased slightly to 311.3 million shares as of September 30, 2026, indicating that a portion of the market is betting against the stock's future performance, which can create downward pressure on the share price during periods of uncertainty.
| | View Today's Stock Pick |
|
| |
|
|
