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StockStory flags JPMorgan Chase (JPM, $902.2 billion market cap) and Berkshire Hathaway (BRK.A, $1.14 trillion) as stocks to sell, and puts Applied Materials (AMAT, $324.8 billion) on its watchlist. JPM's revenue grew 8% annually over the last two years, lagging other banks, and its 2.5% net interest margin is weak. Berkshire's revenue rose 4.2% annually over five years and its EPS grew 7% annually, both below the financials sector. Applied Materials, founded in 1967, is described as the largest provider of semiconductor wafer fabrication equipment. The article argues that the scale of these mega-caps can limit their ability to find new sources of growth.
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Amid a Middle East conflict that keeps oil and gas demand strong, the article highlights two energy dividend stocks. Enterprise Products Partners (EPD) offers a 6% yield backed by 28 annual distribution increases, and its fee-based midstream model depends more on volume than on commodity prices. The slow-growing MLP has $6.5 billion in capital investments lined up, so the article expects only low- to mid-single-digit distribution growth. Chevron (CVX) yields 3.4% and spans upstream, midstream and downstream operations, which helps soften oil price swings, while its debt-to-equity ratio of about 0.2x and 38-year streak of dividend increases reflect a conservative approach. The article suggests Enterprise for a high current yield, and says investors could wait for an oil market downturn to get a better entry point into Chevron.
- Micron Technology Stock: Is It a No-Brainer Buy at Less Than $900?
Micron Technology’s shares fell sharply, dropping below $900 last week to levels not seen since August, amid worries about an AI bubble. The stock has surged over 1,000% in five years and trades at about seven times estimated future earnings, but investor Michael Burry has warned that the AI bubble “may burst sooner than later.” Demand for memory and storage remains strong, yet the article cautions that expectations can change quickly, especially if more supply arrives sooner than expected. The author concludes Micron is not a slam-dunk buy and that growth investors should closely watch market conditions.
- Joby Aviation Stock: Is It a No-Brainer Buy at $5?
Joby Aviation (JOBY) has fallen more than 60% so far in 2026 and hit a new 52-week low below $5 on Tuesday. The eVTOL company is nearing FAA type certification for its air taxi and was selected as a partner for the White House eVTOL Integration Pilot Program, but it has not yet launched commercial operations, leaving investors waiting. With a market cap of about $5 billion, the stock trades near multi-year lows and could rebound if approval comes, though the author notes it may still be a long time before the company reaches profitability. The author suggests it may suit patient, risk-tolerant investors, while more risk-averse investors may prefer to watch it.
- Buy Top-Ranked Tech Stock TSMC Now on the Dip and Hold
TSMC shares have slipped about 14% from early October records, and the article argues the pullback is a buying opportunity given strong fundamentals. The company's Q3 earnings, reported October 15, rose 58% on 41% higher revenue, with 3-nanometer chips at 33% of wafer revenue and 2-nanometer at 8%, and it raised guidance on strong demand for leading-edge technology. The stock carries a Zacks Rank #1 (Strong Buy), and analysts project 2026 revenue growth of 41% and earnings growth of 59%, with 2027 revenue reaching $228 billion. The article also cites projected S&P 500 Q3 earnings growth of 24.6%, but notes that this strength is already priced into the market.
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French 10-year government bond yields rose 0.14 percentage points to 4.93% after a turbulent weekend, while the spread over German bonds returned to 1.47 percentage points. Nationwide protests over rising living costs and student education conditions turned into widespread rioting and looting; the government said at least 3,000 shops and businesses were looted, and the French retail federation estimated damages could reach “several hundred million euros.” More than 2,500 people are under formal investigation, 67 of them detained, and several cities have imposed curfews. President Macron rejected Interior Minister Laurent Nuñez’s resignation offer, even though Nuñez admitted police were deployed too thinly for protests of over 550,000 people, against an expected 200,000. Opposition politicians and the mayors of Paris and Marseille criticized the government for letting police lose control of the situation.
- President Donald Trump Claims, "We Don't Have Inflation, and Tariffs Don't Cause Inflation," but a New Report Strongly Disagrees
Although the stock market has posted strong returns under President Trump, the article argues his inflation-driving policies may be the biggest threat to the AI-driven bull market. A New York Federal Reserve report by three economists finds that by February 2026, tariffs had added 2.9 percentage points to goods price inflation, and each percentage point increase in average tariffs lifted consumer prices by about a quarter of a point after one year. Beyond tariffs, the Iran war and the ongoing closure of the Strait of Hormuz have pushed fuel prices sharply higher, with fuel oil up 74.0% and gasoline up 34.2% over the past year, while overall CPI rose 3.7%. The article warns that persistent inflation could prompt the Fed to raise rates more aggressively, slowing AI infrastructure investment and sending stocks lower.
- Bitcoin ETFs just saw their biggest day in a month thanks entirely to BlackRock
U.S. spot bitcoin ETFs took in $526.6 million on Monday, the largest daily net inflow in nearly a month, driven entirely by BlackRock's iShares Bitcoin Trust (IBIT), which pulled in $665.2 million, its biggest daily inflow since Oct. 7 last year, according to SoSoValue data. Fidelity's FBTC lost $83.6 million and Grayscale's GBTC shed $54.9 million, while the remaining funds recorded no net flows. The inflow more than erased last week's $228.5 million of withdrawals, but funds remain about $90.5 million in net outflows for October, according to CoinDesk calculations. Ether funds moved the opposite way, losing $103.3 million in their fourth consecutive session of outflows, with BlackRock's ETHA accounting for $95.4 million of that.
- A Big4 bank cut deposit rates in the morning, then raised them again in the afternoon
VietinBank cut its deposit rates for terms of 6 months and longer on the morning of Oct. 20, then restored them to pre-adjustment levels by the afternoon. Its afternoon rate board showed 3.5% per year for 6 to under 12 months, 5.9% for 12 to under 24 months and 6% for 24 months and longer, versus 3%, 5.4% and 5.5% in the morning. Rates for terms under 6 months stayed unchanged, including 2.1% for 1 to under 3 months and 2.4% for 3 to under 6 months. The move came as banks followed the State Bank of Vietnam's guidance to cut deposit rates by at least 0.5 percentage points for terms of 6 months and longer, and Vietcombank and Agribank were among those reducing rates.
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The article compares two ETFs that track the S&P 500, iShares Core S&P 500 ETF (IVV) and State Street SPDR S&P 500 ETF (SPY), which have nearly identical holdings. The main difference is the expense ratio: IVV charges 0.03% a year, one-third of SPY's 0.09%, and its distribution yield is about 1.1% versus 1% for SPY. SPY's high liquidity remains valuable for active traders. The article concludes that IVV is the better choice for long-term investors, since lower costs can compound over time.
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