News · MarketWatch

A strategist draws a 1980s parallel to argue bipartisanship could power a ‘bull stampede’

See the full story in the original article.

Read the original on MarketWatch ↗

Keywords

SPYS&P 500Wall Street

Open a keyword to see other news on the same topic.

Related tickers and likely impact

SPY

▲ Likely positive

SPDR S&P 500 ETF

Relevance: low

MarketUS stocks
SectorETF
Close on 11/04/2026766.73
Change that session+1.64%
SPY price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

Related markets

US stocks →

Latest news

  • Binance Cuts Off SignalPlus API Keys Over 'Potential Security Issue' at Trading Platform

    Binance has removed all API keys linked to SignalPlus, a Hong Kong-based third-party crypto options and derivatives platform, after SignalPlus reported a 'potential security issue.' Binance said its own systems are unaffected and user funds remain safe, and urged SignalPlus users to review their positions and open orders and wait for SignalPlus to confirm the issue is resolved before reconnecting. Automated strategies running through SignalPlus will stop until users create new keys, and Binance asked all integrated third-party platforms to review their security controls. The move follows Binance's hack a week earlier, in which about $6.4 billion was drained from hot wallets and which the FBI has attributed to North Korean hackers; Binance says it has replenished about 98% of the stolen assets and is reopening withdrawals in phases.

    Decrypt·Binancecryptocybersecurity
  • Renegade Gold Identifies New Gold Targets Along the LP-Uchi Corridor in Red Lake

    Renegade Gold reported first-pass till and soil geochemical results from its 2026 program at the LP-Uchi project, about 50 km east of Red Lake, Ontario, identifying multiple new multi-kilometre gold anomalies along the LP fault corridor. The anomalies coincide with fault structures interpreted from the winter 2025/2026 drone magnetic survey, and 884 samples were collected in total. The results complement high-grade channel samples from BobJo (16.2 g/t Au over 5.0 m) and Belanger (25.9 g/t Au over 0.3 m), and fieldwork across the Confederation Belt is now complete. The company plans to rank the targets and advance them toward drill-readiness for its 2027 exploration program.

    Yahoo Finance·goldminingCanada
  • Wendy's rejects takeover proposal from Nelson Peltz's Trian

    Wendy's said it is rejecting a $1.4 billion takeover offer from a group led by Nelson Peltz's Trian Fund Management, which proposed $7.35 per share in cash on Oct. 28 to take the burger chain private. The group also includes BlueFive Capital, Sixth Street Partners and Flynn Group, one of Wendy's largest franchisees. An independent board committee formed in February concluded the proposal 'substantially undervalues' Wendy's and does not reflect the potential gains from its ongoing turnaround. In its third-quarter report, same-store sales fell for a seventh straight quarter, but earnings and revenue beat Wall Street expectations, and Trian declined to comment.

    CNBC·mergers and acquisitionsWendy'sNelson Peltz
  • An Anthropic IPO when the AI trade is this turbulent? Godspeed!

    Wall Street is taking a harder look at AI costs following historic midterm election results. The piece also highlights the potential upside of Apple's limited spending on artificial intelligence.

    MarketWatch·• NVDAAnthropicIPOartificial intelligence
  • Microsoft Is Executing an Irreproducible Balance-Sheet-Backed Infrastructure Pre-Sale at Scale

    The author keeps adding to Microsoft (MSFT), most recently at $555.80 after the October earnings report, because the company sells AI and cloud capacity years ahead and funds the build with its own cash flow. Commercial remaining performance obligation (RPO) rose 73% to $677 billion, Azure grew 48%, and Microsoft Cloud revenue reached $63.9 billion, up 30% year over year. Operating cash flow hit $58.0 billion, and Microsoft still returned $10.2 billion to shareholders while raising its quarterly dividend to $0.98 from $0.91. The risks the author flags include capex of about $170 billion expected for the calendar year and a 23.19% drop in free cash flow in Q4 FY26. The article also explains why the author does not invest in Amazon or Oracle, pointing to Amazon's negative free cash flow and Oracle's reliance on outside funding.

    Yahoo Finance·• MSFTMSFTcloud computingdata centers
  • Apple Vs. Tesla: Low CapEx Only Matters if Non-Cyclical Cash Flows Come With It

    Apple and Tesla both reported spending below expectations: Apple's fiscal 2026 capex fell 28.9% to $9.04 billion, while Tesla cut its 2026 capex guidance to about $20 billion from $25 billion. Apple's September-quarter revenue rose 11.7% to a record $114.48 billion, with Services reaching $31.6 billion at a 76% gross margin, while Tesla's revenue was flat at $28.05 billion and GAAP operating income fell to $718 million. Tesla said capex would keep expanding over the next few years, and Elon Musk put spending on its planned Terafab chip fab at “certainly in the tens of billions” through early 2028. The author views Apple's cash flow as more resilient in a downturn, while Tesla suits investors willing to fund autonomy before cash arrives. Apple shares are up 28.92% this year, while Tesla is down 14.35%.

    Yahoo Finance·AppleTeslaearnings

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.