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- Chart alert : Dow Jones bullish catch - up over Nasdaq 100 as AI rotation accelerates
The Dow Jones Industrial Average gained 2.46% from the start of October through 15 October, outperforming the Nasdaq 100 (-1.86%) by 4.32 percentage points. The article attributes the shift to investors rotating out of AI-linked semiconductor and infrastructure stocks, where the PHLX Semiconductor Index fell 9.73%, toward healthcare and consumer stocks. For the week, the Dow rose 1.0% to 52,183, while the S&P 500 fell 0.9% and the Nasdaq 100 fell 3.1%. September core CPI rose to 2.7% year-on-year, above forecasts, lifting expectations of an October Fed rate hike to around 30%. Technically, the US Wall Street 30 CFD has broken out of a multi-month descending channel, with 51,950 cited as key support and a break above 52,390 opening the way to 52,687 and 53,100.
- Paul Tudor Jones is bullish on oil, says it could rally another $20-$25 because of Iran conflict
Hedge fund manager Paul Tudor Jones, founder of Tudor Investment, said on CNBC that he is long oil and believes prices could rally another $20 or $25 because of the U.S.-Iran conflict. Such a move would take U.S. crude above its 2026 closing high of just under $113 per barrel, from around $92.50 on Tuesday morning. He said equities would “absolutely totally hate it,” though the S&P 500 fell only just over 7% at its late-March trough after the war began on Feb. 28. Jones also sees 2027 as a difficult year for stocks as investors absorb larger equity supply from megacap IPOs such as Anthropic and OpenAI. He expects President Donald Trump to pursue a peace plan after the midterm elections, calling the current situation untenable.
- I Asked an Economist : Should I Make Major Financial Moves Before November ?
Economist Wayne Winegarden of the Pacific Research Institute says timing major financial moves around the midterm elections can add risk, and recommends focusing on controllable basics. Key steps include building savings, since a CNBC and SurveyMonkey poll found 63% of Americans live paycheck to paycheck, avoiding investment fads after prices have risen, and not trying to time the market. Paying down revolving credit card debt, where the average rate was 22.15% in July according to the Federal Reserve, is a guaranteed way to cut costs. With the average 30-year fixed mortgage rate at 7.03% as of Sept. 24, borrowing costs and whether payments fit your budget may matter more than election timing.
- Don’t ditch tech stocks just yet. Make these moves to take advantage of the latest AI reset.
- Dow Jones, Nasdaq, S&P 500 preview: All eyes on Meta, Tesla, SpaceX earnings
U.S. stocks fell Friday, closing a mostly losing week as investors pulled back from tech and AI-linked names while oil prices rose. The S&P 500 dropped 1.09% to 7,659.44, the Nasdaq Composite fell 2.14% to 26,140.03, and the Dow Jones slipped 175.28 points (0.34%) to 52,002.41. The Cboe Volatility Index climbed above 22 for the first time in four months, while the SOXX ETF fell 4.14% as semiconductor stocks led the pullback. For the week, the S&P 500 lost about 2% and the Nasdaq fell more than 4%, its worst week since June, while the Dow gained 0.7%. Investors now turn to earnings from Meta, Tesla, SpaceX, Netflix and others, plus fresh economic data, as the AI trade faces a key test.
- Dow Jones Top Markets Headlines at 11 PM ET : Stock Futures Rise Ahead of Another Busy Earnings Week | China ...
This Dow Jones market headlines digest covers Ukraine's drone strike on a major Russian oil terminal and China's third-quarter economic growth of 4.5%, driven by exports. Putin has floated a summit with Trump and Xi on Ukraine that would exclude Zelensky, while Houthi attacks are making some Wall Street executives nervous about attending a Saudi investment conference. Other stories cover AI stock volatility, rising grocery and fuel prices, and silver's drop of more than 50% from its record high, which may signal an economic slowdown. China's $37 billion consumer subsidy program is boosting demand for smart gadgets, and markets expect the Fed to raise rates further even if it pauses, with a December hike in focus.
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- TRX Gold to Present at Red Cloud's Fall Mining Showcase 2026
TRX Gold will present at Red Cloud's Fall Mining Showcase 2026, an in-person conference at the Omni King Edward Hotel in Toronto on October 28 and 29, 2026. Stephen Mullowney is scheduled to present on Thursday, October 29, 2026 at 12:00 PM Eastern. The release describes the company as a gold producer advancing the Buckreef Gold Project in Tanzania, which includes an established open pit and a 2,000 tonnes per day plant. The May 2025 PEA outlines average annual gold production of 62,000 oz over 17.6 years.
- Tesla Stock vs. the S&P 500: Which Investment Wins Through 2030?
The article argues Tesla trades at roughly 203 times this year's expected earnings and 13 times expected sales, a valuation that looks very expensive given gross margin pressure and a slower-than-expected robotaxi rollout. The flying Roadster, slated for production in 2028, is unlikely to make a meaningful sales or earnings contribution before 2030. The author thinks a Tesla-SpaceX merger by the end of the decade, likely an all-stock deal, is more likely than not and would be a key factor in how Tesla stock performs against the S&P 500 through 2030.
- SpaceX surprises Wall Street with Oct. 20 earnings date — here's why
SpaceX (SPCX) will release earnings on Oct. 20 after the market close, a surprise since earnings dates are usually shared weeks in advance. Evercore ISI analyst Kutgun Maral says possible reasons include putting updated financials on record before new financing or getting ahead of major lock-up releases, though scheduling is also possible. Reuters reported SpaceX is seeking $40 billion in financing to buy advanced Nvidia AI chips, including about $10 billion in bank loans and $30 billion in investment-grade debt, with Apollo expected to lead. The lock-up schedule includes 1.30 billion shares two days after earnings, 329 million on 10/24, and a remaining 857 million tranche of the 180-day group.
- AEP Partners with Amazon and X-energy to Explore Advanced Nuclear Energy in Indiana
American Electric Power (AEP) has announced a joint development agreement with X-energy to evaluate the feasibility of a 960-megawatt advanced nuclear project at a former coal plant site in Sullivan County, Indiana. Amazon is supporting development through a funding agreement. If the project reaches a final investment decision and is built, Amazon intends to buy the power under a long-term contract covering the facility's costs and operations. The initial project would include 12 Xe-100 units of 80 MW each, and the companies say it could create jobs, expand the local tax base and strengthen the grid for more than 60 years. AEP says the agreements include the financial safeguards it considers essential for any nuclear project to move forward.
- Talamore Marks One Year at Coffee with Major Advances Toward a 2027 Construction Decision
Talamore Mining marks one year since closing its acquisition of the Coffee Gold Project in Yukon, Canada, from Newmont Corporation on October 17, 2025. The company has assembled a financing package of up to C$688 million, including a C$149.5 million equity offering, a C$450 million secured project debt facility and up to C$88 million from a warrant early-exercise program. A primary road permit received in August 2026 allows completion of the 214-kilometre Northern Access Route from Dawson City. The February 2026 Preliminary Economic Assessment outlined a 13-year open-pit heap leach mine with an after-tax NPV (5%) of US$2.3 billion and an after-tax IRR of 47.8%. G Mining Services is completing the Feasibility Study, expected in Q1 2027, ahead of a construction decision targeted for the first half of 2027.
- Tiger Gold Extends Mineralization to the South at Ceibal, Drilling 268 m @ 0.5 g/t Au from Surface
Tiger Gold reported assay results from hole CEDDH-023 at its Ceibal target within the Quinchía Gold Project in Colombia. The hole intersected 268 metres grading 0.5 g/t Au from surface, extending mineralization south into a previously untested part of the corridor. Mineralization remains open to the west and southwest, where additional holes are testing for extension, and assays from Ceibal and Tesorito are pending. The drilling is intended to support a maiden Mineral Resource estimate, targeted for near the end of Q1 2027.
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