180,000+ students worldwide | Dedicated to teaching useful, practical and profitable trading & investing skills.
Market Pulse | Top Stories of the Week
|
Hello Reader, Here are our Top Stories of the Week for a snapshot of the most impactful news—from market developments to financial advancements. Let's get into it. Quantum Computing Stocks Surge as Real-World Deals Fuel OptimismPublished on October 3, 2025 The quantum computing industry is moving from theory to real-world deployment, sending stocks like Rigetti Computing (RGTI), IonQ (IONQ), and D-Wave Quantum (QBTS) sharply higher. Recent deals and pilot projects show that companies are beginning to monetize cutting-edge technology once confined to labs.
Key Points
Rigetti secured $5.7 million in purchase orders for two quantum systems,
USA Rare Earth Soars as Government Ties Fuel Investor OptimismPublished on October 3, 2025 USA Rare Earth (USAR) has become one of the most closely watched names on Wall Street after a week of sharp gains driven by speculation about a potential U.S. government partnership. Shares have surged more than 60% in just three sessions as the company’s new CEO confirmed ongoing talks with the White House about America’s critical minerals supply chain.
Key Points
USA Rare Earth is building a
Government Shutdown: What It Means for the Stock Market and the EconomyPublished on October 3, 2025 The U.S. government shutdown has entered its third day, sparking concerns for federal workers but leaving Wall Street largely unshaken. While political gridlock deepens in Washington, stocks continue to hover near record highs, supported by optimism over rate cuts and solid corporate earnings forecasts.
Key Points
Thousands of layoffs possible: The White House warned “thousands” of federal
Applied Materials Warns of $710 Million Revenue Hit From New China Export RulesPublished on October 3, 2025 Applied Materials (AMAT) is facing fresh headwinds after U.S. regulators expanded restrictions on exports to China. The company warned that the new rules could cut $710 million from its revenue over the next two years, adding another layer of uncertainty to a market already shaped by U.S.-China trade tensions.
Key Points
New U.S. export rules are expected to reduce AMAT’s revenue by $110
Tesla Smashes Delivery Record With 497,000 Vehicles in Q3, But Clouds Loom Over Q4Published on October 2, 2025 Tesla (TSLA) delivered a blowout third quarter, posting nearly half a million vehicles delivered worldwide—a record for the company. The results crushed Wall Street estimates but may set the stage for softer sales in the coming months as a key U.S. tax credit disappears.
Key Points
Tesla delivered 497,099 vehicles in Q3, far above consensus estimates of about 443,000.
Sales surged as buyers
AES Stock Surges on Reports of $38 Billion BlackRock Takeover BidPublished on October 1, 2025 Shares of The AES Corporation (AES) jumped sharply Wednesday after reports surfaced that BlackRock-owned Global Infrastructure Partners is nearing a deal to acquire the utility in a transaction valued at roughly $38 billion, including debt.
Key Points
AES stock soared more than 15% following reports of an advanced takeover discussion.
The potential $38 billion deal includes AES’s sizable
Reddit Stock Tumbles as AI Data Usage DeclinesPublished on October 1, 2025 Reddit (RDDT) shares slid sharply this week after new data suggested the platform’s content is being cited less frequently by ChatGPT, raising fresh questions about the value of its data-licensing deals and the sustainability of its growth story.
Key Points
Reddit stock dropped more than 10% after data showed a steep decline in ChatGPT’s use of its content.
Analysts noted concerns over
Nike’s “Win Now” Turnaround Shows Early Progress but Tariff Storm LoomsPublished on October 1, 2025 Nike (NKE) reported stronger-than-expected first-quarter results, surprising Wall Street and lifting shares in premarket trading. While the athletic giant is gaining traction in its turnaround plan, management cautions that progress will take time as different parts of the business recover at different speeds.
Key Points
Nike posted $11.7 billion in revenue, up 1% year over year, beating
United Natural Foods Surprises Wall Street With Strong Guidance Despite CyberattackPublished on September 30, 2025 United Natural Foods, Inc. (UNFI) delivered better-than-expected fourth-quarter results, showing resilience even as a cyber incident disrupted operations. Shares surged after the announcement, underscoring renewed investor confidence in the natural and specialty foods wholesaler.Key Points
UNFI posted an adjusted quarterly loss of $0.11 per share, beating estimates of a deeper $0.16 loss.
SEC Opens Floodgates for Crypto ETFs as Vanguard Reconsiders StancePublished on September 30, 2025 Crypto markets are entering a new phase as U.S. regulators clear the path for a wave of new exchange-traded funds (ETFs), while industry giant Vanguard hints at easing its long-standing resistance to digital assets.Key Points
The SEC approved expedited listing standards that could accelerate launches of crypto ETFs beyond Bitcoin and Ethereum.
Vanguard, with $11 trillion in assets, is
DoorDash Expands With Kroger, Turning Up the Heat on InstacartPublished on September 29, 2025 DoorDash (DASH) is making its biggest push yet into grocery delivery through an expanded partnership with Kroger (KR), while Instacart (CART) works to strengthen its role in retail execution. The moves highlight how competition in online grocery is heating up — and investors are taking notice.
Key Points
DoorDash adds Kroger’s full grocery lineup: Starting October 1, nearly 2,700 Kroger-owned
Electronic Arts to Go Private in $55 Billion Landmark DealPublished on September 29, 2025 Electronic Arts (EA), the publisher behind FIFA, Madden, The Sims, and Battlefield, announced it will be acquired in a $55 billion all-cash leveraged buyout — the largest of its kind in history.
Key Points
EA shareholders will receive $210 per share in cash, a 25% premium to its pre-rumor stock price.
The buyers include Saudi Arabia’s Public Investment Fund (PIF), private equity firm Silver
Carnival Stock Sinks Despite “Phenomenal” Earnings BeatPublished on September 29, 2025 Carnival (CCL) delivered another record-setting quarter, with strong profits and improved guidance. Yet, shares fell after the release, showing a classic case of “sell the news.”
Key Points
Carnival reported record revenue of $8.2 billion and adjusted EPS of $1.43, topping Wall Street’s forecasts.
Management raised full-year 2025 earnings guidance for the third time this year, now projecting
Wall Street Faces Shutdown Drama, AI Hype, and Fed UncertaintyPublished on September 29, 2025 With the S&P 500 brushing record highs and Washington bracing for a potential government shutdown, investors are weighing elevated valuations, an AI investment frenzy, and the Federal Reserve’s next move.Key Points
A U.S. government shutdown looks likely, but past episodes suggest only limited impact on markets.
The Fed is signaling caution as valuations stretch near dot-com era levels
That’s going to wrap up this week. Catch you next Friday! Cheers, Your Teaching Team @SharperTrades Also, when you’re ready, here are five ways we can help you: 1. Get on top of swing trading with real-time alerts on any device here. 2. Get on top of option trading with real-time alerts on any device here. 3. Get the complete guide to crypto trading here. 4. Get in on real-time live discussions with the pros here. 5. Get the complete roadmap for successful trading here. 6. Track billionaires and institutions. Join DarkOption Flow. Share Your Successes Do you have a success story to share? We want to hear from you! Reply to this message and let us know about your wins. Your experiences inspire us! Share the Knowledge If you know someone who could benefit from this information, feel free to forward this email to them. And if they too want to receive tips and news like this every Friday, they can sign up here.
|
Trading | Investing | Business | Finance
180,000+ students worldwide | Dedicated to teaching useful, practical and profitable trading & investing skills.
Hello Reader, Here are our Top Stories of the Week for a snapshot of the most impactful news—from market developments to financial advancements. Let's get into it. Rivian’s AI Leap Sends RIVN Stock Soaring Published on December 12, 2025 Rivian unveils a custom AI chip and new autonomy models as investors take notice. Rivian Automotive (RIVN) is taking a major step toward in-house self-driving technology with a new AI chip and autonomy platform that sparked a sharp rally in the stock. Key...
Hello Reader, Here are our Top Stories of the Week for a snapshot of the most impactful news—from market developments to financial advancements. Let's get into it. Victoria’s Secret Surges After Strong Q3 Results Published on December 5, 2025 Victoria’s Secret (VSCO) delivered a better-than-expected quarter, signaling real progress in its turnaround. Victoria’s Secret surprised Wall Street with stronger third-quarter results, giving investors fresh reasons to re-evaluate the retailer. The...
Hello Reader, Here are our Top Stories of the Week for a snapshot of the most impactful news—from market developments to financial advancements. Let's get into it. Gap’s Strong Turnaround Gains Momentum as Stock Price Surges Published on November 21, 2025 Gap (GAP) delivers stronger sales, upbeat guidance, and renewed investor confidence. Gap is gaining renewed traction as shoppers across income groups respond positively to the retailer’s refreshed product strategy and improving brand...