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Updated: 2 hours 59 min ago

Qualcomm Popped 11% Yesterday - Here's Why

Tue, 10/28/2025 - 16:21
Qualcomm was the best performing stock yesterday (Monday) of the 125 stocks, ETFs and long-term warrants I track on a daily basis in my 21 model portfolios popping 11.1%.

4 Dividend Stocks That Keep Paying Through Any Economy

Tue, 10/28/2025 - 15:13
Even as the dollar weakens, these four dividend-paying powerhouses keep income flowing and portfolios stable.

The Market's Dangerous AI Delusion

Tue, 10/28/2025 - 15:00
The entire marketplace is now based around one company that isn't even technically for-profit yet.

Circle Launches Public Testnet Of Arc Blockchain

Tue, 10/28/2025 - 14:39
Arc blockchain's mainnet launch is expected in 2026.

Apple Vs Microsoft Stock As Both Hit $4.0 Trillion Market Cap

Tue, 10/28/2025 - 14:16
AI lag and China exposure remain major risks for AAPL shares.

Nvidia's $1 Billion Bet Aims To Transform Nokia Into The West's Answer To Huawei

Tue, 10/28/2025 - 14:08
Just ahead of the lunch hour in New York, Bloomberg reported that Nvidia will invest $1 billion in Nokia, acquiring a 2.9% stake by purchasing 166 million shares at $6.01 each.

Bulls Back In Charge, UNH: Continue To Ride With Uncle Warren, PYPL: Breakout Or Fakeout?

Tue, 10/28/2025 - 14:02
The market remains very thin and the major market cap weighted indexes are being pulled higher by “just seven stocks” – despite what the bulls say.

M2 Money Supply Correlation To The Nasdaq In 2000 Vs 2025 Signals Market Top

Tue, 10/28/2025 - 13:48
The M2 Money Support in 2000, when the Dot-Com bubble burst on the Nasdaq is exactly at the same ratio as the M2 Money Supply today and the Nasdaq high today.

Repeat Home Sales Show Continued Deflation (Case Shiller) Vs. Stabilization (FHFA)

Tue, 10/28/2025 - 13:42
Despite the government shutdown, the FHFA did publish its repeat home sales index this morning. And since the S&P Case Shiller index is from a private entity, that was published as well.

WTI Oil Declines On OPEC+ Production Hike, Russia Sanctions Offer Partial Support

Tue, 10/28/2025 - 13:39
OPEC+ plans to raise output by 137000 barrels per day in December.

UnitedHealth Recovery Continues -- Beats Earnings, Raises Outlook

Tue, 10/28/2025 - 13:30
At current levels, UNH trades at a forward P/E of about 18x, below its historical average and that of its peers, offering a compelling entry point.

IBM Raises Its FCF Outlook For 2025 - IBM Stock Could Be Undervalued

Tue, 10/28/2025 - 13:23
International Business Machines Corp. its highest adjusted free cash flow (FCF) margin (i.e., FCF/revenue) in its history at 15% for the year-to-date ending Sept. 30.

The FTSE Finish Line - Tuesday, Oct. 28

Tue, 10/28/2025 - 13:17
The UK's FTSE 100 reached a record high on Tuesday.

Macro Briefing - Tuesday, Oct. 28

Tue, 10/28/2025 - 13:06
Pressure points from the government shutdown are set to increase if the political impasse runs beyond Nov. 1.

McKesson - This ‘Strong Buy’ Healthcare Stock Just Hit New All-Time High

Tue, 10/28/2025 - 13:02
Analyst sentiment is overwhelmingly positive, with multiple 'Strong Buy' ratings and price targets up to $984, despite some valuation concerns.

Oil Gap Holding

Tue, 10/28/2025 - 13:02
My oil and gas ETF short, XOP, is holding together quite nicely. The gap I based on the trade on (130.59) held firm, and now I’ve tightened up the stop with a new price gap that was formed today (128.07).

Aduro Clean Technologies Is Starting To Scale Up

Tue, 10/28/2025 - 13:00
ADUR is a development-stage company that has developed a patented, carbon-neutral technology capable of upcycling plastic, bitumen, and renewable oils. Here is why the stock is now a compelling buy...

Grains Report - Tuesday, Oct. 28

Tue, 10/28/2025 - 12:59
Rice was mixed with support coming from news that the U.S. and many Southeast Asia countries including China could come to trade deals this week.

The Single Best Indicator Of Future Inflation Is Ripping Higher

Tue, 10/28/2025 - 12:54
September’s CPI revealed that “food at home” prices rose 0.3% month over month.

Corn Fundamentals Remain A Major Obstacle For Bulls. The Corn & Ethanol Report

Tue, 10/28/2025 - 12:50
Corn futures rallied to the late summer high at $4.315 and retreated.

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