☢️ Nuclear’s Back, TSMC’s AI Boom, What Analysts Love Right Now 🏷️
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Edition #129
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.
🏦 Banks Stir Turbulence Amid Trade Calm
Stocks opened strong last week as easing U.S.–China tensions lifted sentiment, but optimism faded after fresh stress emerged in regional banks. Loss disclosures from Zions and fraud claims tied to Western Alliance hit financials hard, pulling broader indexes off record highs. Safe-haven flows pushed gold to new peaks and Treasury yields lower, while tech and communication services helped limit losses by week’s end.
This week, Oct 20–24, investors will watch for September Leading Indicators, Existing and New Home Sales, and University of Michigan Sentiment, assuming data releases proceed despite the ongoing government shutdown. Bank earnings and Fed remarks will shape tone as markets gauge whether recent financial strains signal deeper credit risks or just isolated shocks.
Why investors should care
● Renewed banking stress highlights vulnerabilities in the credit system that could tighten lending conditions.
● Delayed or partial economic data keeps focus on Fed guidance and market sentiment.
● Shifts in safe-haven demand may influence bond yields and equity risk appetite heading into year-end.
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Hot Topics
Why Copper’s Supply Crunch is Becoming a Bull Market Catalyst
U.S.–China Trade War Escalates, Sparking Global Market Jitters
The Debasement Trade: Why Investors Are Fleeing Traditional Assets
US Government’s Bold Move: The New Frontier of U.S. Industrial Policy
ASML Flags Supply Chain Risks Amid Geopolitical Tensions in AI Sector
Wealth Watch
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
Nuclear Power Gains Bipartisan Momentum
Support for expanding U.S. nuclear power has surged to 59%, up from 43% in 2020, according to Pew Research. Both Republicans (69%) and Democrats (52%) increasingly see nuclear as a clean, reliable energy source, even as enthusiasm for solar and wind declines. Nuclear now provides 18.2% of U.S. electricity, and revived interest from tech firms and policymakers signals a growing shift toward carbon-free energy diversification.
North America’s 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 — and open new investment opportunities.
Get the free report to see where capital is flowing.
Earnings Performance
TSMC Ltd
TSMC delivered a standout quarter: Q3 net profit grew ~39% year-on-year, bolstered by surging AI chip demand. Revenue rose ~30%, and the company upgraded its 2025 revenue outlook, maintaining aggressive capital spending to expand fabrication capacity domestically and abroad. It also plans to phase out its 6‑inch wafer production over the next two years to streamline operations.
Analysts generally view TSMC as a key beneficiary of the AI wave, though rising costs and geopolitical risk remain key watchpoints. Read more at TSMC Surges Ahead With Bold Growth Forecast, $42B Capex.
Other Earnings Updates
Infosys Stock (INFY): Strong Q2 Amid Cautious Markets
Nordea Stock (NRDBY): Launches €250M Buyback Amid Strong Q3 Beat
Rigetti Stock (RGTI): Soars on Military Deals Despite Q1 Revenue Collapse
Fastenal Stock (FAST): Is This Industrial Giant Losing Steam?
Investing Data Story
Making sense of complex concepts in investing, business, and financial markets.
From mining to AI, discover the sectors and stocks that drove the TSX’s biggest 3-year gains.
Where Canada’s Market Momentum Came From (2022–2025)
Analyst Strong Buy Ratings This Week! 📈
Looking for stocks with strong analyst backing? These companies have earned top-tier "Strong Buy" ratings from analysts, signaling potential upside for investors.
Whether you’re 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.
🔍 Do your research and see if any of these fit your portfolio!
US Holiday Spending Stays Near Record Highs
Americans are set to spend an average of $890 this holiday season, the second-highest on record and only 1.3% below last year’s peak, according to the National Retail Federation.
Despite inflation and tariff concerns, 91% of adults plan to celebrate, keeping spending on gifts, food and décor resilient. With consumers hunting for deals and online sales leading at 55%, retailers could see steady holiday momentum even as shoppers grow more price-sensitive.
India’s Diwali Weakens Gold’s Seasonal Tailwind
Diwali, celebrated by over a billion people on 20 October, usually lifts global gold demand as Indian households buy jewelry and coins for luck. But this year, demand may fall up to 27% amid record prices.
With India the world’s second-largest gold consumer, softer festive buying could temper bullion’s seasonal strength, though long-term drivers like inflation and central bank demand remain supportive.