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After the Trump administration ended the SAVE repayment plan in March, about 7.5 million federal borrowers must switch to another plan, with 90-day notices sent from July and the first deadlines arriving on September 29. Borrowers who do not choose a new plan after the final notice will be automatically enrolled in a fixed plan, which could significantly raise their monthly payments. The two new options are the income-based Repayment Assistance Plan (RAP), requiring at least $10 a month, and the Tiered Standard Plan. Expert Sonia Lewis advises checking loan notices in the Federal Student Aid account, and notes options including income-driven plans, deferment or forbearance, and loan rehabilitation after nine qualifying payments within 10 months. The article also notes that over 9 million federal borrowers were already in default in the first three months of 2026.
- Investors Heavily Search Microsoft Corporation (MSFT): Here is What You Need to Know
Microsoft (MSFT) shares gained 8% over the past month, versus 2.4% for the Zacks S&P 500 composite and 6.6% for the Zacks Computer - Software industry. Consensus expects current-quarter EPS of $4.71, up 14% year over year, and quarterly revenue of $90.6 billion, up 16.6%. For the current fiscal year, the consensus EPS estimate is $19.65 and the sales estimate is $390.2 billion. In the last reported quarter, revenue reached $90.01 billion and EPS $4.74, beating EPS consensus in each of the last four quarters. The stock carries a Zacks Rank #3 (Hold) and a Value Style grade of D.
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Several financial stocks rose in the afternoon session as Treasury yields fell and investors shifted into government bonds. According to CNBC, the 10-year yield dropped more than 9 basis points to 5.093%, a move tied to investors leaving technology shares. Wholesale prices rose 6.3% in September from a year earlier, the biggest gain since 2022 and above the 5.5% Dow Jones estimate. PennyMac Financial Services (PFSI) jumped 6.7%, Coastal Financial (CCB) 4.1%, Ladder Capital (LADR) 3.2% and Ellington Financial (EFC) 2.8%. PFSI is down 53.3% year to date and trades at $61.39 per share, well below its 52-week high of $159.46.
- SpaceX Is Changing: Here's What You Need to Know
SpaceX is shifting toward AI, but its Connectivity division (Starlink) is currently the only one of its three businesses making money, with $13.9 billion in trailing revenue and a $5.3 billion operating profit. Launch cadence may fall from 165 orbital missions in 2025 to as few as 140 in 2026, and lower again in 2027 as Falcon 9 and Crew Dragon are retired, with Starship, carrying about six times Falcon 9's payload, expected to fill the gap. Starship is also the only rocket large enough to carry full-size Starlink V3 satellites, each adding 1 Tbps and 10 times the bandwidth of V2. The article calculates that this could push Connectivity revenue toward nearly $140 billion a year. SpaceX has also spent $8 billion on cellular spectrum licenses and wants Starlink to become a major U.S. mobile carrier rivaling Verizon, AT&T and Comcast.
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- Roblox Is Now Down 38% in 2026: Is RBLX Stock Dead Money or Poised for a Comeback?
Roblox stock is down 38% year to date to $50.41, with a late-September court ruling letting a Los Angeles County child exploitation lawsuit proceed and a Jefferies downgrade to Underperform adding pressure. Jefferies argued the rally after the Q2 report priced in too much bookings growth, which rose only 8% to $1.6 billion in Q2 even as daily active users grew 10% to 123 million. Safety changes, including a mandatory age check, had already led Roblox to cut its full-year revenue growth forecast to 20% to 25% earlier this year. For Q3 2026, Roblox forecasts a year-over-year bookings decline of 14% to 18%. Take-Two (down 20%) and GameStop (up 31%) year to date suggest the pressure is specific to Roblox, and the article frames the key test as whether bookings stabilize while user growth continues.
- Super Micro (SMCI) Won Over $60 Billion in Orders, Is the Discount Deserved?
A contractor linked to Super Micro Computer (SMCI) pleaded guilty earlier this month to helping ship servers with advanced Nvidia chips to China, a case prosecutors say involved billions of dollars of U.S. AI technology, though the company says it was not named as a defendant and its operations are unaffected. Sales for the fiscal year ended June reached $39.1 billion, up from $22.0 billion, with CEO Charles Liang citing more than $60 billion in new orders, several hundred added enterprise customers, and a record backlog. Management guides to $65.0 billion to $72.0 billion in fiscal 2027 sales, and sales have grown about 61.5% a year over five years. Gross margin was 10.8% for the full year but rose to 17.5% in the June quarter, with net income of $1,178 million, while the trailing 12-month operating margin was 7.09%. The article notes the stock trades at a much lower multiple of expected earnings than the sector, and that one strong quarter does not yet prove a new margin level.
- Is Nvidia Stock Really Trading for Just 8 Times 2030 Earnings?
Nvidia is the market's most valuable company, with a market cap above $5 trillion. It trades at 27 times adjusted trailing earnings, but only about 8 times analysts' estimate for fiscal 2030 earnings, a figure the author stresses is a moving target. Revenue growth accelerated from 56% in Q2 FY 2026 to 106% in Q2 FY 2027, though guidance points to a slight slowdown in the current quarter. The stock trades at 13 times next year's earnings, and the board recently authorized a record $150 billion in share repurchases. The author also acknowledges risks such as slower growth or contracting net margins.
- California billionaire tax could backfire, Stanford study says
Stanford economists Benjamin Jaros and Joshua Rauh argue in an NBER working paper that California's proposed one-time 5% tax on billionaire wealth could raise far less than projected and ultimately reduce state revenue. Seven billionaires, including Peter Thiel, Larry Page and Sergey Brin, have publicly left the state, removing about $540 billion, or 30%, of California's billionaire wealth from potential taxation. The authors estimate the measure could generate only about $30 billion, versus the $100 billion projected by proponents, while losing $1 billion to $3.5 billion a year in income tax revenue could leave the state about $39 billion worse off in present-value terms if those losses persist. The measure, Proposition 40, goes to voters next month, and a Citrin-Politico poll found 46% of likely voters in favor and 43% opposed. Supporters, including Nobel laureates Daron Acemoglu and Joseph Stiglitz, argue the tax will fund health care and that California has attracted more venture funding since the proposal was announced.
- US Orders Civilian Agencies to Rip DeepSeek Out of Government Systems
The U.S. Department of Homeland Security on Monday ordered civilian federal agencies to remove DeepSeek products and third-party services built on the model from their IT systems, and to stop buying them. The notice warns that using DeepSeek may transfer sensitive data to China and could produce intelligence on U.S. persons and agencies. The Commerce Department, the Navy, and the states of New York, Tennessee and Virginia had already restricted DeepSeek. The FCC votes on October 29 on barring Chinese labs from testing electronics for U.S. use.
- NVIDIA Stock And 2 Other Undervalued Stocks To Own
Rising interest rates have pushed down bond prices, with 10-year U.S. Treasuries recording one of their steepest multi-year declines since the 18th century. The article highlights three U.S. stocks that a Simply Wall St cash flow screen considers attractively priced relative to their future cash flow potential: NVIDIA, Wells Fargo and J.B. Hunt Transport Services. NVIDIA generated about US$275.4b from Compute & Networking and US$27.6b from Graphics, with a market cap of US$5,170.6b, and the piece notes that an open-source or cheaper alternative to its CUDA platform could weaken its moat. Wells Fargo, with a market cap of US$251.7b, grew average loans 12% and average deposits 10% year over year in 2Q26 after the removal of its asset cap, while J.B. Hunt, with a market cap of US$21.3b and US$13.3b in revenue, recorded record intermodal volume of over 578,000 loads in Q2 2026.
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