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- Investors Fled US Equity Funds in September . Here Where They Put Their Money Instead
Long-term US funds took in less than $27 billion in September, their lowest since April 2025, ending a five-month streak of inflows above $100 billion. Taxable-bond funds gathered $37 billion, with ultrashort bond funds drawing $21 billion, the second-largest figure in history, while high-yield and corporate bond funds lost $5 billion and $4 billion. The 10-year Treasury yield closed September at 5.29%, its highest since 2002, while long government funds still attracted $5 billion. US equity funds lost $32 billion, their largest outflow since January, while international-equity funds added $2 billion in September, bringing the quarter to $9 billion, their sixth straight positive quarter. In municipal bonds, investors put nearly $14 billion into ETFs, a record, and pulled $11 billion from open-end funds.
- Palantir Stock Is Near Its Record. Here's the Price at Which I'd Buy It.
Palantir (PLTR) closed at $209.05 on October 9, its highest ever, and trades near $198 now, about 5% below that peak. Second-quarter earnings per share rose from $0.13 to $0.41, bringing trailing four-quarter EPS to $1.17, so the current price equals about 170 times that figure. The author argues that the roughly 120 times earnings investors accepted in June, when shares were near $107, applied to $1.17 implies about $140 a share, roughly 29% below today's price. Continued earnings growth could bring the price down to that level sooner, and the author says he would consider buying around $140, while Palantir guided for third-quarter adjusted operating income of about $1.29 billion.
- Bloom Energy Stock Is 31% Below Its Record. Here's Where I Think It Will Be in 2030.
Bloom Energy closed at $239.34 on Oct. 14 after dropping 9%, about 31% below its June 22 record of $345.85. The author forecasts 2030 revenue of about $12 billion, roughly triple the midpoint of 2026 guidance, and adjusted earnings near $7.75 per share on about 340 million diluted shares. At 30 times those earnings, he arrives at a fair price around $230, roughly 4% below the Oct. 14 close, and about $180 in a more conservative scenario with margins near 21%. He cites risks including margin pressure, fading tax-loss carryforwards, and a short-seller report questioning the company's accounting, which Bloom rejected. He concludes the company will likely be larger in 2030, but prefers a lower price before buying the stock.
- Most New Investors Pick the Wrong Stocks First. Here's What I'd Buy Instead.
The article argues that new investors often chase hyped stocks, such as Space Exploration Technologies or Nvidia, and suggests instead building portfolios around long-term holdings that are easy to understand. Its first pick is an S&P 500 fund, SPY or VOO, which has averaged an annual net gain of 10% over several decades. It then recommends Qualcomm, which is shifting toward AI-capable processors for devices, cars and robotics, and BlackRock, manager of the iShares ETFs, with $15.3 trillion in assets and a forward yield of 2.1%. The piece also turns to Roku, arguing the North American streaming market is largely saturated, but the excerpt cuts off before the full discussion.
- Berkshire Hathaway Shares Near Record High as Greg Abel Wins Investor Confidence
- Stock Market Today: S&P 500 Futures Pause Near Record Highs as Oil Rises Ahead of Bank Earnings
S&P 500 futures were roughly flat near 7,817 (up 0.1%) after a record-setting week, as energy stocks offset weakness in tech. Brent crude traded near $106 a barrel because the war with Iran is still disrupting global energy supplies, lifting Exxon Mobil and Chevron, both up close to 45% this year. Meanwhile, the 10-year Treasury yield rose to 5.2%, its highest since 2002, weighing on tech: NVIDIA fell 0.4% and makes up 8% of the SPDR S&P 500 ETF. Four of the largest U.S. banks report earnings before the open on October 13, and investors will watch loan-loss reserves, since the economy added only 29,000 jobs in September.
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- CoreWeave Dropped 20% Last Week. Is It Time to Panic or Buy?
CoreWeave shares fell more than 20% as of Oct. 16, driven mainly by concerns over debt and spending. The company carries about $35 billion in total debt against $5.5 billion in cash, with net interest payments reaching $640 million in the second quarter alone, unsecured bond yields approaching 15%, and an S&P rating of B+. Capital expenditure was just over $16 billion in the first half of 2026 and could reach $39 billion for the year, roughly triple its $12.4 to $13.2 billion revenue guidance. States are also weighing restrictions on data centers. On the positive side, second-quarter revenue rose 112% year over year and the backlog exceeded $104 billion. The author has reservations and sees the drop as an opportunity only for the most risk-tolerant investors, who might build a position slowly, while the company needs to prove it can convert its backlog efficiently and manage debt.
- Apple’s iPhone Duo Sold Out In Minutes. The Last Time Apple Reinvented The Phone, One Apple Supplier’s Stock Soared About 1,200% In A Decade
Apple's first foldable iPhone, the iPhone Duo, sold out within minutes of its worldwide preorders opening on Oct. 16, but buyers who ordered more than an hour later face a delay of nearly three months, according to Korea JoongAng Daily, which puts the U.S. starting price at $1,999. One unnamed supply-chain source said Foxconn's final-assembly yield was just above 60% heading into late September, against the 90%-plus rate Apple typically expects, and the hinge, which holds more than 100 parts, is cited as a constraint. Analyst Jeff Pu cut his 2026 shipment estimate from 7 million to 6 million, while reported forecasts range from about 6 million to 10 million units. The article also recalls that Skyworks Solutions, identified as the power-amplifier supplier of the original iPhone, rose about 1,200% over a decade, though those figures cover price only.
- Why Sandisk Stock Shot Higher Today
Sandisk shares jumped as much as 8.3% and were still up 7.9% at 11:24 a.m. ET, helped by a tech rebound and positive news in high-bandwidth memory (HBM). Nvidia has developed NVHBM, a custom HBM die with 15% lower power consumption and 30% higher bandwidth that links NVLink and HBM chips. A Seoul Economic Daily report says Nvidia asked Samsung Electronics to use TSMC's 3-nanometer process to make NVHBM dies, the first such collaboration between the two. Nvidia has also approached Micron and SK Hynix to standardize the process, which could free compute-die space for up to 30% additional compute. The article argues this suggests AI adoption still has room to grow, which would also benefit memory suppliers, and notes Sandisk trades at 19 times earnings and 6 times forward earnings.
- JPMorgan Picks Ethereum for JPM Coin, Citing the Network’s Liquidity and Client Use
JPMorgan is launching JPM Coin, its dollar deposit token, on Ethereum and will offer it to institutional clients there, as announced Monday and reported by Bloomberg. Emma Landriault, global head of Kinexys Labs, said Ethereum's liquidity and the fact that the bank's clients already use it drove the choice. The token targets large crypto firms that pay onchain and financial institutions active in tokenized assets, which can use it as onchain cash to settle trades or as collateral. JPM Coin debuted last year on Base, and it lets clients move dollars in seconds at any hour, whereas a transfer can otherwise take several days. JPMorgan's private Kinexys network already handles daily volume above $7 billion, the bank's payments arm handles around $12 trillion in daily payments, and Open Standard launched its OUSD stablecoin on Ethereum, Solana, Base and Tempo last month.
- Prediction : Amazon Next Chapter Could Be Its Most Important One Yet
24/7 Wall St. sets a price target of $332.67 for Amazon (AMZN), 30.4% above the current $255.20, and rates the stock a buy with 70% confidence. The thesis rests on AWS, which grew 37% last quarter, its fastest pace in 18 quarters, while Amazon plans to spend about $200B in 2026 on AI infrastructure, chips, robotics and satellites. The article flags risks: trailing free cash flow turned negative at about -$7.6B after second-quarter capex rose 68.44%, and long-term debt climbed to $119.1B from $65.6B. It compares Amazon's valuation with Microsoft and Alphabet, and says the author would stay constructive if AWS growth stays above 30% and free cash flow turns positive in 2027.
- Explainer - What behind Egypt move towards possible military involvement in Saudi - Yemen conflict ?
Egypt's parliament is expected to vote next week on authorising its armed forces to help defend Saudi Arabia against Houthi attacks from Yemen, if Riyadh requests support. President Abdel Fattah al-Sisi made the request in a Saturday speech, a clear escalation from Cairo's measured tone since the Iran war began, though Egypt has not publicly committed to a direct combat role. Egypt relies heavily on Gulf states for remittances, aid and deposits, including a $5.3 billion Saudi deposit at Egypt's central bank due this month. Analysts say security concerns, including a July drone strike on two gas vessels at Damietta and shared interest in Red Sea shipping, are pushing Cairo toward a more active stance. Egypt receives about $1.3 billion a year in US military aid and previously sent air and naval forces to the Saudi-led coalition in Yemen in 2015.
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