Uncertainty is the best way to define the market action this week. The Federal Reserve left interest rates unchanged, but the lack of forward guidance... ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Good MorningU.S. stocks ended the week under pressure as an earnings-driven technology selloff pulled the Nasdaq lower and weighed on the S&P 500. Investors are increasingly scrutinizing the heavy artificial intelligence infrastructure spending planned by major technology companies amid higher borrowing costs. The Nasdaq 100 has fallen more than 5% in October, with reports citing roughly $2 trillion in market-value losses.
Amazon shares remained under pressure following disappointing quarterly results, while Intel’s weak report also contributed to the tech retreat. AI-linked names have faced heightened volatility, including IREN, which fell after B. Riley reduced its price target. Concerns about shipping disruptions around the Strait of Hormuz added another risk factor for markets.
Elsewhere, earnings news was more constructive in several sectors. AbbVie raised its full-year adjusted earnings outlook as immunology and neuroscience sales exceeded expectations, while Standex reported record fiscal first-quarter sales and lifted its outlook. Featured: It’s coming… (Ad) 
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Technology |
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Uncertainty is the best way to define the market action this week. The Federal Reserve left interest rates unchanged, but the lack of forward guidance caused stocks to slip. That slip became more pronounced after Alphabet reported its quarterly earnings, which included a miss on Google Search reven... Read the Full Story |
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From Our Partners |
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Consumer Discretionary |
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When a company posts its best-ever operating margin and the stock still tumbles, something else is doing the talking. Amazon.com Inc. (NASDAQ: AMZN) reported after the close on Oct. 29, and the market was quick to judge. Its shares were down more than 7% in pre-market trading the next day, around 2... Read the Full Story |
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Consumer Discretionary |
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DoorDash (NASDAQ: DASH) agreed on Thursday, Oct. 29, to acquire Maplebear Inc. (NASDAQ: CART), doing business as Instacart, in a transaction valued at approximately $17 billion. The offer prices the target at $65 per share, with stockholders able to elect cash, DoorDash stock, or a combination, sub... Read the Full Story |
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From Our Partners |
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The private investors who got in early have already watched their stake roughly double since May. When the stock lists, many of them finally get liquid. And that money goes looking for its next home.
It happened with SpaceX. Money drained out of crypto to chase the IPO in June. Then the stock peaked within days, and the money went hunting again.
Each time, most investors were a step behind. Don’t let it happen again. |
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Industrials |
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The Federal Trade Commission's reported challenge to a pending $5.5 billion merger in the commercial uniform sector creates a stark divergence in shareholder risk. Semafor recently noted that the FTC signaled its intent to sue to block Cintas Corporation's (NASDAQ: CTAS) acquisition of UniFirst Cor... Read the Full Story |
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Technology |
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When a company beats top-line and bottom-line estimates, raises full-year guidance, and posts record operating margins, investors typically respond favorably. For Fortinet, Inc. (NASDAQ: FTNT), reality played out quite differently following its third-quarter 2026 earnings release. Shares traded ro... Read the Full Story |
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From Our Partners |
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Wall Street veteran Marc Chaikin says another AI demand shock could be building. Since 2022, four such shocks have already moved the market, sending Broadcom up 904%, Palantir up 3,035%, and Powell Industries as high as 3,427% in 15 months.
Chaikin's 20-factor rating system flagged past AI winners early, including Sandisk, Seagate, and Micron Technology before major gains. Now he says a new shock is forming, and he's sharing the ticker at its center in a free briefing. |
| Watch Marc Chaikin's free briefing on the next AI demand shock |
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Technology |
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In 2024 and 2025, the Magnificent Seven stocks often traded as a block. That meant what was good for one was generally good for all, and vice versa. In 2026, that correlation has weakened. Ironically, the same factor that brought them together (AI) is now breaking them apart. For investors, that me... Read the Full Story |
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Technology |
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Intel Corporation (NASDAQ: INTC) fell about 25% after earnings, retreating in premarket trading to around $69 after closing near $92. The sell-off came after Intel guided fourth-quarter revenue to a midpoint of $15.5 billion, below the $17.3 billion consensus, and anticipated a contraction in gross... Read the Full Story |
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Technology |
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Advanced Micro Devices, Inc. (NASDAQ: AMD) is cementing a distinct position within the artificial intelligence (AI) computing sector. Hyperscale operators are quietly diversifying hardware supply chains to optimize capital expenditures and reduce reliance on single-vendor ecosystems. A recent infra... Read the Full Story |
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Consumer Discretionary |
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Chipotle Mexican Grill (NYSE: CMG) faces obstacles, but its Q3 results confirmed resilience, cementing the price floor set by analysts. The floor is $32, which aligns with the lowest price target tracked by MarketBeat and with long-term support in place for years. What comes next is a price recover... Read the Full Story |
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Technology |
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ServiceNow’s (NYSE: NOW) stock price fell about 20% following its Q3 earnings report because the market, still raw with SaaS-Pocalypse fears, reacted to an earnings miss and softer growth expectations. The net result may be an overreaction, but the sell-off has also challenged a critical support le... Read the Full Story |
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The Early Bird Stock Of The Day Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brand names; hot cereal; peanut butter under the Peter Pan brand; and branded and private label dog and ca... |
Should I Buy Post Stock? POST Bull and Bear Case ExplainedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Post was last updated on Saturday, October 31, 2026 at 1:05 AM. Post Bull Case
- The stock is currently trading at $83.17, which is significantly below the consensus price target of $103.43 set by nine research firms, suggesting substantial potential for upside if the company meets its earnings expectations.
- Post Holdings, Inc. recently reported third-quarter earnings of $1.78 per share, beating the consensus estimate of $1.70 by $0.08, demonstrating the company's ability to deliver profitability even in a challenging market environment.
- The company maintains a low beta of 0.39, indicating that its stock price is less volatile than the overall market, which can provide a defensive characteristic for investors seeking stability in their portfolios.
- Institutional interest remains strong, with Iridian Asset Management LLC CT increasing its stake by 19.5% in the third quarter to hold 268,652 shares, reflecting confidence from professional investors in the company's long-term value.
- Post Holdings, Inc. operates a diversified portfolio of well-known consumer brands such as Honey Bunches of Oats, Peter Pan, and Bob Evans, which provides a stable revenue base through essential food products that maintain demand regardless of economic conditions.
Post Bear Case
- Revenue for the most recent quarter was $1.95 billion, falling short of the analyst estimate of $2.02 billion and declining 1.8% year-over-year, indicating potential challenges in maintaining top-line growth.
- The company carries a high debt-to-equity ratio of 2.47, which increases financial risk and sensitivity to interest rate changes, potentially impacting future earnings and cash flow flexibility.
- Several prominent analysts have recently downgraded the stock, including Weiss Ratings lowering its rating to "sell" and Zacks Research moving to "strong sell," reflecting growing concerns about the company's valuation and performance trajectory.
- Chairman William P. Stiritz sold 277,935 shares in September 2026, reducing his holdings to zero, which may signal a lack of insider confidence in the stock's near-term prospects.
- The stock has experienced a significant decline from its 52-week high of $117.28 to its current level, with recent price action showing it trading below its 200-day moving average of $88.35, indicating a persistent downward trend.
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