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The article suggests investors nervous about a possible stock market pullback could consider low-beta stocks, which tend to move less than the S&P 500. It highlights three defensive picks: Waste Management (NYSE: WM), with a beta of 0.43, a 1.8% dividend yield and second-quarter revenue of $6.7 billion; PepsiCo (NASDAQ: PEP), with a beta of 0.36, a 4.7% yield and a forward P/E of 14 versus a five-year average of 20; and Realty Income (NYSE: O), with a beta of 0.70, a 6% yield and 98.8% occupancy. The S&P 500 posted double-digit gains in six of the past seven full years and was recently up 15% year to date. The article presents these stocks as reasonably valued with growing dividends, though they are not the fastest growers.
- Can robust TSMC earnings help settle AI jitters?
TSMC reported third-quarter 2026 net profit of $23.59 billion, up 68.7% year over year and its sixth straight record quarter, with earnings per ADR of $4.60 beating the $4.42 consensus. Still, Taiwan-listed shares closed down 2% on Thursday as the AI-linked chip selloff continued. Company officials said they saw no sign of slowing demand, while Vital Knowledge noted that language on the investor call suggested non-AI chip demand was sluggish. TSMC guided fourth-quarter revenue to $52.3–54.3 billion and kept 2026 capex at $60–64 billion, but CEO C.C. Wei said the company is being prudent about 2027 amid rising component prices and macro uncertainty. The Philadelphia Semiconductor Index fell 4.3% on Wednesday to 11,684.4, with AMD down 5.7% and NVIDIA down 3.2%.
- Alamos Gold (AGI) Plans to Double Production. Can Gold's Windfall Become Lasting Cash Flow?
Alamos Gold targets roughly one million ounces of annual gold production by 2030, almost double its current base. In Q2 2026, revenue rose 36% year over year to $594.1 million and net earnings reached $270.4 million, helped by an average realized gold price of $4,504 per ounce (up about 40%) even though gold sales slipped to 130,834 ounces. All-in sustaining costs, however, rose to $1,728 per ounce from $1,481. The company expects these costs to fall toward $1,250 per ounce by 2028, from about $1,825 in 2025, as expansions at Island Gold, Lynn Lake and PDA lift throughput and productivity. Construction spending comes first, though, and mine disruptions or grade variability could delay the benefits.
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JPMorgan has already committed half of its $10 billion investment pool to hypersonic-missile maker Castelion and defense manufacturer Hadrian. The bet reflects America's push to rebuild its defense industrial base.
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X-energy and American Electric Power (AEP) announced a joint development agreement to evaluate the feasibility of a proposed 960-megawatt small modular reactor project in Indiana, with Amazon supporting development through a milestone-based funding agreement. The plant would feature 12 Xe-100 units near the former Breed Generating Station in Sullivan County, redeveloping an AEP-owned brownfield site. It is the second commercial project under the X-energy and Amazon collaboration, which aims to bring more than 5 gigawatts of new nuclear capacity to the U.S. grid by 2039. At the time of writing, XE was up 2%, AMZN gained 3.75%, and AEP fell 1.13%.
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Bessemer Venture Partners' Sameer Dholakia says Waymo could become a trillion-dollar business by expanding from ride-hailing into personal car ownership, trucking and logistics. The article notes Bessemer invested in Waymo's $16 billion February round, which valued the company at $126 billion. Waymo reached 500,000 paid rides a week in March, but Sacra estimates its annualized revenue at only $355 million in February, under 0.1% of Alphabet's $403 billion in 2025 revenue. Alphabet trades at 25.0x forward earnings, within its usual range, while Uber trades at 18.2x, a level analyst Walter Piecyk links to the threat from Waymo and Tesla's Robotaxi.
- Jensen Huang Declares NVIDIA Can Win “in the Absence of Any AI Labs”
NVIDIA CEO Jensen Huang said on the BG2 podcast that about a third of the business, classical computing unrelated to AI labs, is growing 30% to 40% a year, while frontier labs account for roughly 25% to 30% of compute. In the three months to July 26, 2026, revenue rose 106% to $96.2 billion, with AI clouds, industrial and enterprise revenue up 138%. Steve Eisman cited a 10-Q line showing 70% of NVIDIA's accounts receivable comes from five customers, though the article notes receivables are not the same as revenue share. NVIDIA trades at 17.7x forward earnings, near its three-year low of 17.5x and well below its 30.3x average.
- AWS Margin Expansion and Retail Execution Power Amazon (AMZN) in Q3
Wedgewood Partners reported that its Wedgewood Composite returned 2.5% net in the third quarter of 2026, compared with 2.3% for the S&P 500 and 0.9% for the Russell 1000 Growth. In its investor letter, the firm named Amazon a leading contributor, citing AWS revenue growth accelerating to 37% from 17% a year earlier and a 63% rise in the segment's operating income. AWS backlog of around $500 billion is more than double last year's level and up 37% from 90 days earlier, and Wedgewood said this demand supports a plan to double AWS capacity from circa 2025 levels by 2027. Advertising grew 26% and generated over $75 billion in revenue over the past 12 months. As of October 16, 2026, Amazon closed at $250.00, with a market capitalization of $2.7 trillion and a 21.22% gain over the past year.
- Bitcoin is rejected at $83K as US bond yields reverse higher with equities
Bitcoin failed to follow rising equities as a wall of sell orders above $83,000 across exchanges capped gains, and BTC slipped below $82,000 after Monday's Wall Street open. The Nasdaq Composite gained 1.5% and South Korea's KOSPI rose 1.76% to 5,768 points, while the US 10-year yield climbed to 5.13% and the 30-year to 5.46%, moving in step with stocks ahead of major tech earnings from Meta, SpaceX and Tesla. QCP Capital warned that a repeat of last week's tech sell-off could threaten the $80,000 support level. Crypto liquidations totaled $335 million over 24 hours, and the Binance whale ratio fell to 0.45 from 0.54 at the start of October.
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