The media is never short on headlines.

Nvidia became the first company to achieve a $5 trillion valuation. This feat comes just three months after the company hit the $4 trillion mark. The AI train is rolling full steam ahead.

The Federal Reserve cut interest rates for the second time this year, as expected. Perhaps unexpectedly, the Fed sounded more skeptical of another rate cut before year-end.

President Trump talked trade with Chinese president Xi in South Korea and, in his own words, rated the meeting 12 out of 10. The reported results? Lower tariffs, commitments on decreasing the flow of fentanyl, soybean purchases, and reduced restrictions on China’s rare earth materials.

Additionally, most of the mega cap stocks driving the market this year, such as Meta, Google, Apple, Microsoft, and Amazon reported earnings this week.

Trying to separate the facts from the noise can be overwhelming. But, not for our clients.

By leveraging our Robo-Analyst Technology, we provide real insights for all investors: from in-depth single-stock research reports to unique Model Portfolios to exclusive earnings season discoveries.

Equip yourself with the best tools as we rally towards the end of the year, which has been nothing short of eventful.

Check out our research from this week below.

Earnings Watch Parties:

In this week’s watch party, we dove into AAPL, MSFT, GOOGL, META, AMZN, V, and more. These watch parties provide investors with valuable earnings insights that can’t be found anywhere else. If you haven’t already, be sure to check out our Earnings Watch Party replay from last week where we covered NFLX, TSLA, KO, IBM, T, and more.

FREE Stock Picks:

We shared a free stock pick from our Safest Dividend Yields Model Portfolio and a free stock pick from the Bloomberg New Constructs 500 Index.

Clients-only Picks:

This week’s Danger Zone pick features a company whose valuation implies that it will go from one of the smallest to the largest retailer in its industry in the U.S. in the coming years. Meanwhile, the company currently remains unprofitable and lacks the scale of its much larger competitors. 

Our Long Idea this week recently beat both top- and bottom-line estimates in 3Q25 and raised full year 2025 guidance. After the results, the company’s stock jumped significantly, and investors may think it’s time to pump the brakes. We think it’s time to step on the gas.

Model Portfolio Updates:

We updated our Dividend Growth Stocks and Focus List Stocks: Short Model Portfolios.

Sector and Style Fund Rankings for 4Q25:

We published both our Sector and Style Rankings reports for 4Q25. We also published our best and worst ETFs and Mutual Funds reports for each individual sector.

Links to all our newly published research are below along with a preview for next week’s research.

We hope you had a great week!

Danger Zone: Blinded by This Eye-Popping Valuation

Members can read the latest Danger Zone here.

Long Idea: All Gassed Up for Profit Growth

Members can read the latest Long Idea here.

Earnings Watch Replays

Earnings Recap on Netflix, Tesla, Coca-Cola, IBM, AT&T, and More

Earnings Recap on Apple, Microsoft, Google, Meta, Eli Lilly, Palantir, and More

Free Stock Pick from Our Safest Dividend Yields Model Portfolio

Free Stock Pick from the Bloomberg New Constructs 500 Index

Dividend Growth Stocks Model Portfolio Update for October 2025

Focus List Stocks: Short – Update 10/30/25

Position Close Update: Private Equity Flexing Stupid Money

4Q25 Style Rankings

4Q25 Sector Rankings

Best and Worst Sector ETFs and Mutual Funds 4Q25

Basic Materials

Consumer Cyclicals

Consumer Non-cyclicals

Energy

Financials

Healthcare

Industrials

Real Estate

Technology

Telecom Services

Utilities

4Q25 Sector Ratings Recap

Danger Zone Podcast: 10/20/25: Why This Mid Cap Mutual Fund Is in the Danger Zone

Upcoming Research