š Inflation Breaks, Copper Climbs, Data Centers SurgeāPosition Yourself Now š¦
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Edition #130
Investing Unlocks: How to Capitalize on the Hot Topics From The Last 7 Days
We analyze recent trends and opportunities, offering strategic insights that help you manage risks and identify growth opportunities for your portfolio.
š Markets Rally on Inflation Calm
U.S. equities extended gains last week, with the S&P 500 hitting fresh highs as investors cheered a cooler-than-expected September inflation reading. The softer data lifted hopes for an upcoming Federal Reserve rate cut. Geopolitical relief also helped, as U.S.āChina trade tensions eased and banking stress remained contained despite the ongoing government shutdown.
This week (Oct 27ā31) opens with the September Durable Goods Orders report. If durable goods or other delayed data come in weak, the Fed may delay rate-cut plans, which could weigh on growth stocks. With the data calendar thin, market direction may hinge on Fed commentary and investor sentimentāmaking diversification and discipline key.
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Hot Topics
Wealth Watch
Investing Data Story
Investors are flocking to junior copper miners this year; the NSCOPJ is up about +70 % YTD, nearly double the performance of senior miners, as the electrification and renewables boom puts copper front and center.
From Exploration to Outperformance: Copper Juniorsā Breakout Year
AWS Powers 76M Sites, Investors Unshaken
Amazon Web Services (AWS) powers over 76 million websites worldwide, including more than 20,000 that each earn over $1 million a month. Despite its massive reach and a brief outage that disrupted major sites last week, investors stayed calm, with Amazonās stock quickly recovering.
AWS remains a key profit engine, generating over half of Amazonās operating income and maintaining a dominant lead over Microsoft and Google in cloud services.
North Americaās Supply Chain Power Shift
As global trade realigns, North America is emerging as a hub for critical minerals, manufacturing and energy infrastructure. Securing regional supply chains could drive the next decade of growth ā and open new investment opportunities.
Get the free report to see where capital is flowing.
Earnings Performance
Tesla Inc
Tesla (NASDAQ: TSLA) posted its highest quarterly revenue ever, reaching $28.1 billion in Q3, well ahead of Wall Streetās $25.3 billion estimate, as vehicle sales surged before the $7,500 U.S. EV tax credit expired. Earnings matched forecasts at $0.50 a share.
Record deliveries came at a cost, as steep discounts cut automotive margins to 15.4%, down from 17.1% a year ago. Growth in Energy Generation and Storage and Services helped offset some of the pressure from lower vehicle margins.
Tesla is in a period of transition, shifting from maximizing short-term sales to investing in longer-term growth through Energy expansion, robotaxis, and the Optimus robot.
Other Earnings Updates
Newmont Corporation Stock (NEM): Strong Q3 Performance
Netflix Stock (NFLX): Strong Growth Despite Tax Impact
Intel Stock (INTC): Recovery Signs Amid Competitive Challenges
Investing Data Story
Discover six Dividend King stocks with nearly 70 years of rising payouts. Compare yields, payout ratios, and dividend growth for steady income potential.
6 Dividend Kings With 69+ Years of Increases
Analyst Strong Buy Ratings This Week! š
Looking for stocks with strong analyst backing? These companies have earned top-tier "Strong Buy" ratings from analysts, signaling potential upside for investors.
Whether youāre eyeing small-to-mid cap opportunities in the U.S. and Canada or want to stick with trusted S&P 500 blue-chip picks, this list highlights stocks that experts believe could outperform.
š Do your research and see if any of these fit your portfolio!
The AI Power Surge Is Just Beginning
AIās explosive growth is fueling a surge in US data centers, the backbone of cloud computing and AI model training. This expansion is creating fresh investment and jobs while intensifying pressure on the nationās power grid and energy costs.
The US now hosts more than 4,000 data centers, concentrated in Virginia, Texas, and California. Their soaring energy demand is fueling a new wave of investment, accounting for roughly 4% of national electricity use in 2024 ā a share expected to more than double by 2030.
Most of this power goes to servers and cooling systems, increasingly supported by renewable and nuclear energy as utilities modernize their grids. The result is a powerful growth story in clean energy, grid infrastructure, and AI-driven efficiency.
For investors, the AI revolution is creating opportunity across energy, utilities, and data infrastructure ā the essential engines powering intelligence at scale.
Excellent roundup of the week's market action! The point about data centers driving 4% of national electricity use with projections to double by 2030 really underscores the investment opportunity in grid infrastructure and generation capacity. The copper juniors breakout makes perfect sense given the electrification demand - the NSCOPJ up 70% YTD is a stark illustration of how supply constraints are driving valuations. Your mention of Newmont's strong Q3 performance is particularly timely given the volatility we saw in gold prices. The NEM story is interesting because they're managing to deliver operationl excellence even as spot gold has been whipsawing. The Tesla earnings analysis captures the strategic tension well - maximizing current vehicle deliveries with heavy discounts versus investing in longer-term bets like Optimus and robotaxis. That automotive margin compression from 17.1% to 15.4% is significant, but their Energy business growth helps offset it.