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Original headline: Nifty festive comeback : Can the bulls keep the party going ?
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- Bitcoin Shakes Off Spooky Season Jitters: Can Bulls Keep It Going?
Bitcoin rose 2.24% to $83,591.79 after dipping to $80,953.41 early Tuesday, while the Crypto Fear and Greed Index cooled from an “extreme greed” reading of 82 on Aug. 26 to a neutral level. Bitcoin ETFs have seen net outflows of $386.3 million in October as traders await Wednesday's CPI report, expected to show annual inflation rising to 3.6% from 3.4%, and the Federal Reserve's meeting on Oct. 27-28. On Myriad, traders put the odds at 54% that Bitcoin falls to $80,000 this month and 45% that it reaches $87,500. Technically, the price has reclaimed the golden zone between $81,847.57 and $82,305.50, but the ADX has eased from 42.8 to 29.9, suggesting the uptrend is coasting rather than accelerating. A daily close above $84,245.88 could open $86,644.19, while a close below $81,603.02 would bring the upper edge of the daily trend band, just above $80,000, into play.
- The Nasdaq-100's 6 Best Stocks This Year, and Whether They Can Keep Going
The article reviews the best-performing Nasdaq-100 stocks of 2026 through October 14. Moderna leads with a 667% gain since the end of 2025, driven mainly by encouraging phase 3 results for intismeran autogene in certain melanoma types in mid-August, plus an FDA approval of a flu vaccine and its addition to the Nasdaq-100. Sandisk is up more than 490% year-to-date on AI-driven memory demand that pushed DRAM prices roughly 50% higher recently and about 400% above early 2024 levels, yet its shares have stalled and pulled back from a July peak. Micron, up 220% since the end of 2025 after gaining over 250% last year, has slowed similarly, with the analyst consensus 12-month target of $1,612 still more than 90% above its current price. The author warns that much of this growth may already be priced in, and that repeating Moderna's gain would be a tough act to follow.
- The bull market has been going strong for 4 years, but when will the party end?
Marking four years since the bull market began, Ross Gerber and a panel including Pras Subramanian, Kevin Kelly and Sarah Kunst discuss how long the rally can last. The panel notes gains of almost 20% a year over the past four years, following a tough 2022 bear market, even as rates rise quickly alongside rapidly rising earnings. One panelist argues that cash-generating Mag 7 companies such as Meta and Google can reinvest in AI and keep momentum going next year. Kevin Kelly, however, describes a bifurcated economy, where AI hyperscalers are earning more than ever while many small and mid-sized companies, including mom-and-pop businesses, are struggling and closing.
- 'I'm going to keep winning by innovating': Ring founder Jamie Siminoff isn't sweating Apple's smart home push
Ring founder Jamie Siminoff says he is not worried about Apple's smart home push and will keep focusing on innovation at Ring, where he now works as an employee of Amazon. Ring has just launched its first smart lock, featuring a power dial that recharges the lock by hand if the battery dies, and four unlock methods: fingerprint, keypad, the Ring app or Alexa, with availability expected in early 2027. Apple is widely expected to unveil a smart home display hub, possibly including a video doorbell, smart lock and thermostat developed with LG Electronics, in a direct challenge to Ring and Google's Nest. Ring began as Doorbot in Siminoff's garage; he pitched it on Shark Tank in 2013 seeking $700,000 for 10% and got no deal, and Amazon later bought the business in 2018 for $1.15 billion. Siminoff left Amazon in 2023 and returned in early 2025 to lead its security products, with a mandate to use AI and run a more efficient business.
- ASML Can't Keep Up With 2027 or 2028 Demand. Is It the Best AI Stock to Buy Now?
ASML reported record third-quarter 2026 revenue of 11.7 billion euros, at the high end of its guidance, with a gross margin of 57.5%, above guidance. Management said customers are already looking to place orders for 2029 and 2030. ASML now expects its planned supply for 2027 and 2028 will not fully meet customer demand, and it is investigating ways to raise 2028 capacity beyond the 30% increase it announced earlier. The article argues this strengthens ASML's pricing power. The company forecasts 2026 net sales of 44 billion to 45 billion euros, a gross margin of around 56%, and EUV sales growth of 45%.
- CoreWeave's Debt Insurance Costs Just Hit a Record. Can It Keep Funding Its AI Boom?
The cost of insuring CoreWeave's debt through five-year credit default swaps (CDS) hit a record 1,038 basis points, up 164% year over year, signaling growing investor worry about a possible default. The company carries roughly $51 billion in debt and lease obligations while still posting losses, with a $626 million net loss last quarter versus $290 million a year earlier. Capital spending of $6.4 billion pushed free cash flow to negative $5.7 billion, leaving it dependent on outside funding. Revenue of $2.58 billion more than doubled from a year earlier and its backlog reached $104 billion, but the author argues higher borrowing costs could squeeze the company further, though rising CDS rates do not guarantee a default.
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- 2 High-Flying Dividend Stocks to Buy and Hold for a Decade
The article argues healthcare is rebounding in 2026, with Merck (MRK) shares up 39% and AbbVie (ABBV) up 24% year to date, versus about 12% for the S&P 500. Merck's second-quarter revenue rose 5% to $16.6 billion, beating estimates, with Keytruda sales of $8.4 billion, though Keytruda may lose patent exclusivity by 2028. AbbVie's second-quarter revenue grew 10.2% to nearly $17 billion and adjusted EPS rose 22.9% to $3.65, driven by Skyrizi and Rinvoq sales growing about 24%. AbbVie is on a streak of 54 consecutive annual dividend increases, including its time as part of Abbott Laboratories, qualifying it as a Dividend King. The author concludes both are attractive long-term holdings based on financial results, pipelines, and dividends.
- Nvidia (NVDA) Stock Price Lags Massive Earnings Growth—A Compelling Value Opportunity
Munro Partners' Munro Global Growth Fund posted a -12.6% net return in Q3 2026, trailing the MAET.ASX return of -13.8%, with long holdings the main detractors. The fund's letter named NVIDIA (NASDAQ:NVDA) its largest contributor, citing strong earnings growth and guidance for at least 70% revenue growth next fiscal year, versus consensus of 45%. Nvidia reported quarterly revenue of USD96.2bn in August, up 106% year on year, and management said growth would have been closer to 100% without supply constraints. As of October 12, 2026, NVDA closed at $214.13, down 4.23% over the past month and up 19.23% over the past year, with a $5.16 trillion market cap and a 52-week range of $164.27 to $243.37. The fund says demand for semiconductors and AI remains strong, creating a constructive setup as capex and political fears are now priced in.
- Better Artificial Intelligence Stock for 2026: C3.ai vs. SentinelOne
The article compares C3.ai, which sells enterprise AI applications, with SentinelOne, which provides AI-powered autonomous cybersecurity. In fiscal 2026 (ended April 30), C3.ai's revenue was nearly $250.3 million, down 35.7%, with a net loss of $470.4 million and negative free cash flow of $190.7 million. SentinelOne's fiscal 2026 (ended January 31) revenue reached $1.0 billion, up 21.9%, with a net loss of $450.7 million and free cash flow of about $75.9 million, though stock-based compensation equaled roughly 388.4% of operating cash flow. The article cites C3.ai's restructuring plan from February 2026 and long government sales cycles as risks, and SentinelOne's competition from larger vendors and reliance on Amazon hosting. It says SentinelOne trades at a lower valuation relative to sales, while C3.ai has no future earnings estimates.
- Salazar Resources to Begin Drilling the Yumi Gold-Silver Veins at Tarqui, with Porphyry Drilling Planned at Monja, Ecuador
Salazar Resources closed a $3,500,000 non-brokered private placement announced on October 8, 2026, and outlined its exploration plan. Phase 1 is about 1,500 metres of drilling in five holes at the Yumi gold-silver veins on its 100%-owned Tarqui project, with drilling expected to begin in late October 2026, and the veins have not previously been drilled. Selective rock-chip samples returned 105 g/t Au and 1,038 g/t Ag, and historical BHP holes intersected porphyry-style mineralization nearby, which the company interprets as lying on the periphery of a porphyry center not yet located. Phase 2 contemplates up to about 3,500 metres of drilling in four holes at the 100%-owned Monja copper-gold porphyry target from the first quarter of 2027, subject to surface access and permits. A soil survey of about 895 samples is also planned at Quimi, part of the Tarqui-Quimi project.
- Musk: AI’s Hard Part Is “Scaling Power”: 3 Stocks Uniquely Suited to Win This New Bottleneck Trade
Microsoft said it will scale its Maia chips to multi-gigawatt deployments starting next calendar year, and Elon Musk said scaling power is the hard part of AI. The article argues power is an input that chip and app companies cannot copy quickly, which favors Vistra (VST), Constellation Energy (CEG) and GE Vernova (GEV). Vistra has lost nearly a fifth of its value over the past year even though its adjusted EBITDA rose to $5.91 billion, while Constellation's normalized EPS is expected to reach $13.29 in fiscal 2027. GE Vernova's revenue is expected to reach $60.7 billion by fiscal 2028, and Jefferies has a $298 price target on Vistra. The article warns that all three stocks could move with the mood around AI, regardless of their results.
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