Chris Markoch

Bank of America issued a double upgrade on CarMax after an FTC pricing rule and strong Q2 FY2027 earnings boosted the used car retailer, though shares have since pulled back from August highs.

Adult "kidult" buyers are driving toy sales, but Hasbro, Mattel, Nintendo and GameStop stocks show diverging results, with durable IP like Magic: The Gathering and Pokemon outperforming hype-driven products.

Drone stocks have struggled amid shifting U.S. policy, but AXON, AVAV, SWMR, and UMAC offer differing ways to play counter-drone, software, and component demand.

Abbott's stock fell 4% despite solid Q3 results, as it trimmed full-year sales guidance and announced plans to spin off its Nutrition business into a separate public company by 2027.

As rates stay elevated, investors favor dividend kings Walmart, Procter & Gamble, and Coca-Cola, each showing real business momentum alongside decades of consecutive dividend increases.

Microsoft reports fiscal Q1 2027 earnings Oct. 28, with investors watching Azure growth guidance of 45%, rising CapEx plans, Xbox trends and technical signals as the stock trades near its 52-week high.

Palantir's new Knox Systems partnership expands its government tech reach ahead of Nov. 2 Q3 earnings, as investors weigh valuation against PLTR's recent rally.

American Express posted record Q3 2026 revenue, raised EPS guidance, and improved credit metrics, yet AXP stock fell as investors weighed job cuts and macro concerns.

Mizuho upgraded Albemarle to Outperform with a $130 target, citing battery storage demand and low-cost production ahead of its Nov. 4 earnings report.

Newmont posted record Q3 adjusted earnings of $2.20 per share as gold held near a $4,000 floor, with improved cost guidance, strong free cash flow, buybacks, and dividends.