The 10 Largest Companies - Saturday, Nov. 1
Here is a short look at the 10 largest companies by market capitalization as of Saturday, Nov. 1, 2025. Additionally, I have included the percentages of their gains on a year-to-date basis. Let's dive into the numbers.
Semiconductors Maxed Out, 40% Downside Likely, The Top Is In
In this brief video, I analyze the weekly chart of the semiconductor ETF (SMH). The semiconductors topped out and are likely headed lower by 40%.
NIO Stock: Record October Deliveries Push Shares Higher Despite Earnings Miss
NIO shares climbed 3.4% during Friday’s trading session, before closing the week at $7.25. NIO reported record monthly deliveries of 40,397 vehicles, representing a 92.6% increase compared to October 2024.
The “Excellent Opportunity” In The Energy Sector
It’s no secret that artificial intelligence gobbles up energy. That’s why President Trump is pushing for more development of nuclear energy and encouraging oil companies to drill. As a result, nuclear stocks have gone, well, nuclear.
Wall Street's Top 10 Stock Calls This Week - Saturday, Nov. 1
What has Wall Street been buzzing about this week? Here is a quick look at the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the trading week of Oct. 27-31, 2025.
The Reverse Roosevelt
When Beijing reduced US soybean imports to zero last month, it sent a message: we don’t need you as much as you think. Meanwhile, the United States still depends on China for roughly 85%-90% of rare-earth refining capacity.
Rollins Dividend Increase - Saturday, Nov. 1
On Oct. 28, 2025, Rollins, Inc. increased its dividend by 10.61%, from 16.5¢ to 18.25¢ per share. The dividend is payable on Dec. 10 to shareholders of record on Nov. 10.
Is AI Already Killing Jobs?
Economists and average Joes alike have been wondering for years now when the next recession will hit. But the latest jobs numbers make me think we’re already in one, just in a jobs-specific way.
Fed QT Ends. What Does That Mean For Markets?
This week, the Federal Reserve acted as expected, cutting its benchmark interest rate by 25 basis points. Alongside the cut, the Fed announced a halt to its balance sheet runoff, effectively ending quantitative tightening (QT).
Nasdaq 100 Price Forecast And Analysis
Nasdaq 100 analysis and the week ahead.
Weekly Commentary: Far From It
A “risk on” backdrop of risk-taking, speculative leverage and liquidity abundance requires significantly higher policy rates to restrain Credit growth and broad inflationary pressures (including asset inflation).
