{"s":"ok","symbol":["AAPL","AAPL","AAPL","AAPL","AAPL","AAPL","AAPL","AAPL","AAPL","AAPL"],"headline":["Billionaire Paul Tudor Jones warns AI and IPOs could hit stocks hard in 2027. Protect your nest egg now","Apple's new hardware push is meeting AI-worried investors at the right moment","Apple Is One of the Most Profitable Businesses in the World. Here's Why the Stock Is Worth $295 a Share Right Now.","Will Apple Take Over Your (Smart) Home?","3 Portfolio-Worthy Stocks Hitting 52-Week Highs: AAPL, LLY & KO","3 Portfolio-Worthy Stocks Hitting 52-Week Highs: AAPL, LLY & KO","DEPH Labs Appoints Lisa Loud as CEO to Accelerate Privacy-Centric Precision Health and Biological Age Testing","Top Stock Reports for Apple, Berkshire Hathaway & Goldman Sachs","Top Stock Reports for Apple, Berkshire Hathaway & Goldman Sachs","The iPhone Duo Launch Kicks Off a Crucial Few Weeks for Apple"],"content":["Photo by Kevin Mazur / Getty Images for Robin Hood
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Wall Street's appetite for artificial intelligence has helped fuel a stock market boom. But billionaire investor Paul Tudor Jones is worried about what happens when the bill comes due.
\"2027 is going to be really, really challenging for the stock market,\" the Tudor Investment Corp. founder told CNBC's \"Squawk Box\" on Oct. 13 (1).
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His concern comes down to supply and demand. As companies raise money to fund the AI buildout and big names go public, more shares will compete for investors' dollars.
Jones expects that shift to make life harder for shareholders — and he plans to bet on falling prices.
\"I'll be short the whole year,\" he said.
If you've benefited from rising stocks, it might be worth asking how much of your nest egg depends on the boom continuing.
More shares, more competition
For years, corporate buybacks and acquisitions have helped take shares off the market. Apple (NASDAQ: AAPL) alone repurchased 402 million shares for $89.3 billion in fiscal 2025 (2).
Acquisitions can also remove an entire company's stock from public trading. When Microsoft (NASDAQ: MSFT) bought Activision Blizzard in 2023, it cancelled shareholders' stock in exchange for $95 per share in cash (3).
Jones tracks those forces against the stock coming onto the market through IPOs, additional offerings and the expiration of selling restrictions. He believes that balance is becoming less favorable for investors.
SpaceX's enormous valuation and the anticipated offerings from Anthropic and OpenAI are changing the calculation, he said. More companies seeking investor money could make it harder to sustain high stock prices.
An IPO also isn't necessarily the end of the selling. Employees, founders and early backers often face lockup periods that temporarily prevent them from unloading their shares.
Once those restrictions expire, more stock becomes available to trade. Those shareholders won't necessarily sell immediately, but buyers may eventually need to absorb substantial blocks of stock.
That creates a potential share overhang (4): The prospect of selling that could weigh on prices if demand doesn't keep pace.
Story Continues
Read More: Vanguard reveals what's coming for U.S. stocks — and it could be bad news for this group of investors
A growing business can be a bad investment
Jones compared the current market to 1999, describing a divide between businesses benefiting from AI and those being left behind.
He also sees room for a strong finish to 2026. His warning concerns what could follow, rather than a prediction that investors should expect an immediate collapse.
The distinction matters because a technology can succeed even if not every investment tied to it pays off. A company might increase its profits while its stock falls if investors become unwilling to pay such a high price for those earnings.
Falling valuations can sometimes outweigh rising earnings. Additional investor money could help absorb the new supply, but that outcome isn't guaranteed.
You don't have to predict which AI company will win to review your own exposure. If retirement is approaching, it's worth knowing how a difficult stretch for stocks would affect the money you expect to live on.
Give gold a place in the conversation
Central banks have their own reasons for looking beyond stocks and bonds.
In the World Gold Council's 2026 survey (5), 90% of respondents cited gold's crisis performance as a reason to hold it, while 82% pointed to portfolio diversification. Institutions manage very different portfolios from individual retirees, but the findings help explain gold's appeal when investors worry about market shocks.
One way to invest in gold while gaining significant tax advantages is to open a gold IRA with American Hartford Gold.
Gold IRAs allow investors to hold physical gold or gold-related assets within a retirement account — combining the tax advantages of an IRA with the protective benefits of investing in gold, making it an option for those looking to potentially hedge their retirement funds against economic uncertainties.
Even better, you can roll over existing 401(k) or IRA accounts into a gold IRA without tax-related penalties. American Hartford Gold also helps keep startup costs down with free account setup, free insured shipping and up to five years of free storage. To learn more, get your free information guide on investing in precious metals.
If you change your mind, you can cancel within seven days for a full refund on eligible assets. With their price protection guarantee, if prices drop within seven days of your purchase, your order is repriced to reflect the lower price.
Qualifying purchases can also receive up to $25,000 in free silver.
Build an income stream from rental properties
Jones's warning centers on how much investors will pay for stocks. Rental property offers another potential return: the rent tenants pay, giving investors profit-producing exposure beyond the market.
But the time, effort, and costs of managing and maintaining multiple properties keep many from investing.
That's where mogul comes in. This real estate investment platform offers fractional ownership in blue-chip rental properties, which gives investors monthly rental income, real-time appreciation and tax benefits — without the need for a hefty down payment or 3 a.m. tenant calls.
Founded by former Goldman Sachs real estate investors, the mogul team handpicks the top 1% of single-family rental homes nationwide for you. Simply put, you can invest in institutional-quality offerings for a fraction of the usual cost.
Each property undergoes a vetting process that requires a minimum 12% return, even in downside scenarios. Overall, the platform averages an annual IRR of 18.8%. Their cash-on-cash yields average 10% to 12% annually. Offerings often sell out in under three hours, with investments typically ranging between $15,000 and $40,000 per property.
Every investment is secured by real assets and doesn't depend on the platform's viability. Each property is held in a standalone Propco LLC, so investors own the property — not the platform. Blockchain-based fractionalization adds an extra layer of safety by creating a permanent, verifiable record of each stake.
Getting started is quick and easy. You can sign up for an account and then browse available properties. Once you verify your information with their team, you can invest like a mogul in just a few clicks.
Check whether your portfolio still fits your retirement
A strong market can push you to take more risk than you originally intended.
The SEC's Investor.gov website (6) gives a simple hypothetical example: A portfolio that starts with 60% in stocks could reach 80% in stocks after market gains. Without rebalancing, your retirement savings could become much more exposed to a downturn.
Before adding another investment, it helps to understand what you already own, how much risk you're carrying and what you'll need to withdraw in retirement.
A financial advisor can help crunch the numbers and build a plan that works.
But hiring an advisor can be a lifelong commitment, and it can make or break your retirement. That's why finding reliable advisors is crucial.
That's where Advisor.com can come in. The platform connects you with an expert near you for free.
Advisor.com does the heavy lifting for you, vetting advisors based on track record, client ratios and regulatory background. Plus, their network comprises fiduciaries, who are legally required to act in your best interests.
Just enter a few details about your finances and goals, and Advisor.com's AI-powered matching tool will connect you with a qualified expert best suited for your needs based on your unique financial goals and preferences.
Finding the right advisor isn't always easy — there's no one-size-fits-all solution. That's why Advisor.com lets you set up a free initial consultation, with no obligation to hire, to see if they're the right fit for you.
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Article Sources
We rely only on vetted sources and credible third-party reporting. For details, see our ethics and guidelines.
YouTube (1); U.S. Securities and Exchange Commission (2), (3); Investopedia (4); World Gold Council (5); Investor.gov (6)
This article provides information only and should not be construed as advice. It is provided without warranty of any kind.
View Comments","Armed with a brand new hardware lineup, Apple (AAPL) has launched a campaign to reclaim the top spot as the most valuable company on the stock market, briefly succeeding on Friday.
The hardware push, led by new CEO John Ternus, is an ambitious shift from his predecessor Tim Cook's services-first strategy. And, coincidentally, it's timed for maximum investor appreciation, happening just as the AI trade is losing steam and fresh fears over AI financing and a slowdown in capital spending have rattled investors.
A new hardware lineup comes as a refuge during a moment of volatility. And Apple's cash pile and earning machine, protected from enormous compute commitments and shifting AI sentiment, is an attractive alternative. The new iPhone Duo is anything but vaporware.
This week, several of Apple's tech peers have drawn investor attention for the wrong reasons. Most notably, Meta (META) and Tesla (TSLA) rekindled concerns over AI financing. Though both companies undershot expectations for AI spending for the short-term, any sense of financial discipline was lost as investors grasped the magnitude of their future plans.
Longer-term, off-balance-sheet spending plans of $825 billion for Meta and a $100 billion chip plant estimate for Tesla showed that bigger capex bills will be due in the near future. Other factors swirling around the AI world amplified the selling pressure. AI valuations are under scrutiny as SK Hynix became the latest tech firm to pause a spin-off IPO; the cost of tokens is falling as more users rely on open-weight and less sophisticated models; and global credit markets are flashing risk-off signals. All of this was enough to push the 10-year Treasury yield back under 5%.
Cupertino wrestling once again with AI darling Nvidia is a testament to the iPhone-maker's strategy and a punctuation mark to all that AI drama. It also isn't the first time Apple has seized the moment to capitalize on shifting AI sentiment.
At the height of AI doomer panic last month, Apple flooded tech and business media with the feel-good launch of a new iPhone. The presentation had the company's signature look, calm and full of white space, a sharp contrast with the AI anxiety swirling just outside its glass doors.
The message from the keynote was simple: Apple wants to sell you its most capable iPhone yet, with a few nifty AI tools built in. AI was some finishing salt, though. The glossy hardware was the meal.
While rival tech companies and AI labs were busy stoking fears of Terminator-style catastrophe and mass job losses, Apple was having an entirely different conversation. Now, amid fresh investor jitters over AI spending, Apple looks to have zagged against its peers once again. The iPhone Duo came out on Friday. It's pushing into new hardware territory, broadening its lineup and giving people more reasons to enter, and stay inside, its seamless ecosystem.
Story Continues
In financial terms, Apple is a hedge against the risky, flamboyant, and controversial bets of the AI boom. On a deeper, cultural level, it's once again reading the room. The AI volatility and hysteria are over there. Here, we sell iPhones.
Hamza Shaban is a reporter for Yahoo Finance covering markets and the economy. Follow Hamza on X @hshaban.
View Comments","Apple is highlighted as one of the world's most profitable companies with strong pricing power and high-margin services revenue. However, the article presents a balanced view: while the stock trades at an expensive 35x forward P/E ratio (81% premium to S&P 500), some argue a 30x multiple is justified for such a high-quality business, implying a fair value of $295 per share versus the current $344 price.","Apple launched new smart home products including the $299 HomeView device and premium security cameras/accessories, but analysts question whether consumers will pay significantly higher prices than competitors like Amazon and Google. The discussion also covers ASML's strong earnings and capacity constraints through 2028, and the luxury sector's struggles due to China's weakening demand and middle-class consumer pullback, though ultra-premium brands like Hermès remain resilient.","With market volatility and economic uncertainty keeping investors on edge, several established large-cap companies are demonstrating impressive relative strength.
Notably, Apple AAPL), Eli Lilly LLY), and Coca-Cola KO) are among the market leaders that reached new 52-week highs this week.
These industry giants offer exposure to three distinct investment themes: technology growth, healthcare innovation, and defensive consumer staples.
Apple continues to benefit from its massive ecosystem and expanding services business, while Eli Lilly is capitalizing on booming demand for obesity and diabetes treatments. Meanwhile, Coca-Cola provides a defensive investment opportunity backed by globally recognized brands, steady consumer demand, and dependable dividend income.
Importantly, investors don't need to chase speculative momentum stocks to benefit from market strength.
With established business models and compelling long-term opportunities, these three blue-chip companies appear to be attractive core portfolio holdings.
Apple's Technology Growth & AI Opportunities
Apple stock has climbed to new 52-week highs near $350 a share, supported by renewed iPhone momentum, its expanding services ecosystem, and optimism surrounding artificial intelligence.
Its highly anticipated foldable iPhone Duo officially launches today, October 23, after strong initial preorder demand reportedly pushed delivery estimates into January. Along with Apple's expanding AI capabilities, the innovative device could stimulate another upgrade cycle, providing an additional catalyst for hardware sales and long-term growth.
As shown in the chart below, the technology giant most recently reported fiscal Q3 revenue of $109.41 billion, increasing 16% year over year, while adjusted EPS climbed 21% to $1.91 per share. Apple also reported record June-quarter revenue across its iPhone, Mac, and Services businesses.
Encouragingly, Apple's massive installed base of active devices continues to reach record levels, supporting recurring revenue from subscriptions, cloud storage, and digital services.Zacks Investment Research
Image Source: Zacks Investment Research
Eli Lilly's Booming Pharmaceutical Growth
Eli Lilly shares reached a new 52-week high of $1,321.21 on Thursday, reflecting Wall Street's enthusiasm for its rapidly growing obesity and diabetes treatment businesses.
Lilly most recently reported Q2 revenue of $23 billion, which surged 48% YoY, driven largely by blockbuster drugs Mounjaro and Zepbound. Sales of Mounjaro soared 91% to $9.9 billion, while Zepbound revenue climbed 46% to $4.93 billion.
Story Continues
More impressively, Q2 EPS of $8.38 rose 33% from the prior-year quarter and crushed estimates of $6.01 per share by 39%. The pharmaceutical giant has exceeded earnings expectations in each of its last four quarterly reports with an impressive average EPS surprise of 21.25%
Fueled by robust demand, Eli Lilly raised its full-year revenue guidance to $85-$87 billion, representing 32% YoY growth at the midpoint and highlighting its exceptional momentum.
Plus, Lilly's promising drug pipeline, including the next-generation obesity treatment retatrutide, provides additional opportunities to expand its leadership in the pharmaceutical industry.Zacks Investment Research
Image Source: Zacks Investment Research
Coca-Cola's Defensive Stability & Dividend Income
Coca-Cola shares have surged to new 52-week highs near $95, demonstrating the enduring appeal of defensive consumer staples stocks.
With iconic brands including Coca-Cola, Sprite, and Fanta, the beverage giant benefits from resilient consumer demand, global distribution, and pricing power that can help offset inflationary pressures.
Coca-Cola's Q2 revenue increased 7% year over year to $13.37 billion, with organic revenue rising 6%. Adjusted earnings climbed 11% to $0.97 per share, supported by solid volume growth and disciplined cost management.
Adding to its defensive appeal, Coca-Cola pays a $0.53 per share dividend, representing an annualized payout of $2.12 and a yield of 2.2% at current levels.
As a distinguished Dividend King, Coca-Cola has increased its annual dividend for 64 consecutive years, highlighting its commitment to rewarding shareholders through various economic cycles.Zacks Investment Research
Image Source: Zacks Investment Research
Bottom Line
Apple, Eli Lilly, and Coca-Cola offer investors diversified exposure to technology innovation, pharmaceutical growth, and defensive consumer staples.
Although their recent rallies may warrant some caution regarding valuations, all three have durable competitive advantages and established business models that make them worthy of consideration for long-term portfolios.
Furthermore, all three stocks are worth watching as their upcoming quarterly reports could provide additional catalysts for continued momentum.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Apple Inc. (AAPL) : Free Stock Analysis Report
CocaCola Company (The) (KO) : Free Stock Analysis Report
Eli Lilly and Company (LLY) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
View Comments","Three blue-chip companies—Apple, Eli Lilly, and Coca-Cola—have reached new 52-week highs, demonstrating strong relative performance amid market volatility. Apple benefits from iPhone momentum and AI opportunities, Eli Lilly capitalizes on booming obesity and diabetes treatments, while Coca-Cola offers defensive stability with consistent dividend growth.","LONDON, Oct. 23, 2026 (GLOBE NEWSWIRE) --
Former Apple, PayPal and Secret Network executive to lead DEPH Labs as it advances single-sex epigenetic testing and at-home saliva testing
DEPH Labs, a precision health company using DNA, epigenetics and AI to turn complex biological data into personalized, actionable health insights, today announced the appointment of Lisa Loud as Chief Executive Officer. Loud will lead the company's next phase of growth as it works to democratize access to personalized precision healthcare while giving individuals greater control over their biological information.
Loud brings decades of experience across technology, financial services, blockchain and digital privacy, having held senior leadership positions at Apple, PayPal, BitMEX, ShapeShift and Secret Network.
The appointment follows several milestones for DEPH Labs, including the launch of the world's first epigenetic biological age platform built entirely on single-sex data. The technology challenges conventional biological age models that combine male and female data, often overlooking important differences in how men and women age.
DEPH Labs is bringing this technology to consumers through two dedicated precision health platforms: UMMU, designed around female biology, and ENGNE, focused on men's health, performance and longevity. Both use at-home saliva testing and epigenetic analysis to provide personalized insights into biological aging, helping individuals better understand how their genetics, lifestyle and environment influence their long-term health. Rather than offering generic wellness recommendations, the platforms aim to give individuals a more personalized picture of their health journey, helping them assess how lifestyle choices and interventions may influence their long-term wellbeing.
Unlike traditional genetic testing, which provides a largely fixed picture of inherited characteristics, epigenetic testing can help track how biological markers change over time. Combined with blood tests and AI-powered analysis, DEPH Labs aims to give individuals a clearer understanding of their health, allowing them to measure whether changes to their diet, exercise, sleep or other lifestyle factors are associated with tangible improvements.
\"DNA gives us an incredible foundation, but it doesn't tell the whole story of where someone is in their health journey,\" said Lisa Loud, CEO of DEPH Labs. \"With our single-sex epigenetic testing, we can help people understand how their biology is changing and whether the decisions they're making are actually improving their health. Just as importantly, I believe people should directly control their biological data. Privacy and usability shouldn't be mutually exclusive. We want to give individuals granular control through programmable consent, allowing them to decide exactly how their information is used and change those permissions whenever they want.\"
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Privacy will be a central focus under Loud's leadership, building on her experience at Secret Network, where she worked with technologies designed to protect sensitive information without compromising usability. DEPH Labs is advancing a privacy-first approach to healthcare data, including encrypted storage and permission-based access, with the goal of allowing individuals to benefit from personalized health services and scientific research without surrendering control of their information.
Loud also believes AI will play an increasingly important role in precision health, helping researchers and healthcare professionals analyze complex biological information more efficiently. However, she emphasizes the importance of keeping a human in the loop, recognizing that AI largely draws on historical information and established patterns rather than replacing human creativity, judgment and expertise.
Under Loud's leadership, DEPH Labs will focus on expanding access to its sex-specific epigenetic testing platforms, developing more personalized health insights and advancing its vision for privacy-conscious, AI-powered healthcare. The company's broader goal is to move healthcare beyond one-size-fits-all recommendations, giving individuals the tools to understand their biology, track their progress and make better-informed decisions about their long-term health.
About DEPH Labs
DEPH Labs is a precision health company combining DNA, epigenetics and artificial intelligence to transform complex biological data into personalized, actionable health insights. DEPH Holdings, Inc., a Texas-based company, is the parent company of DEPH Labs and ENGNE. The company has developed sex-specific epigenetic biological age technology and operates two dedicated precision health platforms, UMMU for women and ENGNE for men. Through at-home saliva testing, advanced biological analysis and personalized digital insights, DEPH Labs helps individuals better understand their biological age, track changes over time and make more informed decisions about their health and longevity. The company is also advancing a privacy-first approach to biological data, emphasizing individual ownership, granular control and programmable consent.
Contact
Founder\r
Lorcan Byrne\r
ForewordVenture\r
lorcan@forewordventure.com
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/d7ee68ab-10f5-49e1-a9c7-cee8110037aa
View Comments","Friday, October 23, 2026\r
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The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Apple Inc. (AAPL), Berkshire Hathaway Inc. (BRK.B) and The Goldman Sachs Group, Inc. (GS), as well a micro-cap stock SIFCO Industries, Inc. (SIF). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.\r
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These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.\r
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You can see all of today's research reports here >>>\r
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Ahead of Wall Street\r
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The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.\r
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You can read today's AWS here >>> Pre-Markets Remain Spooked by AI Investment Capacity
Today's Featured Research Reports\r
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Shares of Apple have gained +28.4% over the year-to-date period against the Zacks Computer - Micro Computers industry's gain of +33.5%. The company's growing device ecosystem and expanding Services business support its long-term earnings outlook. The introduction of iPhone 18 Pro and Siri AI strengthens its focus on personalized intelligence and creates opportunities for future upgrades. \r
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Privacy-focused AI, Mac adoption and growing payments engagement reinforce customer loyalty. Healthy cash generation and continued shareholder returns provide additional support. \r
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However, supply constraints, rising memory costs and foreign-exchange movements remain concerns. Higher research spending and reduced tariff-refund benefits may weigh on margins. iPhone concentration, competitive pricing and regulatory changes also present risks. Apple's expanding AI capabilities offer growth opportunities, but execution uncertainties and cost pressures support a Neutral recommendation.\r
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(You can read the full research report on Apple here >>>)\r
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Berkshire Hathaway shares have gained +8.8% over the year-to-date period against the Zacks Insurance - Property and Casualty industry's gain of +9%. The company benefits from diversified businesses, disciplined underwriting and a large liquidity base that support durable earnings capacity and flexible capital allocation. Insurance float remains a low-cost funding source, while manufacturing, services, BNSF and Berkshire Hathaway Energy broaden the earnings mix.
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Recent acquisitions and renewed share repurchases show multiple avenues for deploying capital. Still, insurance results remain exposed to catastrophe losses and rising claim frequency and severity.
Lower short-term rates are reducing insurance investment income, while BNSF and BHE require substantial capital spending. Greg Abel is now leading the company, leaving execution under the new leadership structure as an important watchpoint. These offsets support an overall balanced risk-reward profile and a Neutral view.\r
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(You can read the full research report on Berkshire Hathaway here >>>)\r
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Shares of Goldman Sachs have outperformed the Zacks Financial - Investment Bank industry over the year-to-date period (+2.9% vs. +1.4%). The company's earnings have surpassed estimates in the trailing four quarters. Its third-quarter 2026 results benefited from strong revenue growth in the Global Banking & Markets and Asset & Wealth Management businesses. \r
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Improving deal activity and robust equity trading should support fee-income growth. Growing wealth assets, alternative fundraising and targeted acquisitions should expand the company's recurring revenues. Its strong capital and liquidity position should support long-term growth and shareholder return. \r
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However, transaction-related and technology spending continues to rise and could weigh on Goldman's near-term profitability. Also, elevated provisions amid a volatile macro backdrop and high dependence on overseas revenues remain concerning for the company.\r
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(You can read the full research report on Goldman Sachs here >>>)\r
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SIFCO Industries shares have outperformed the Zacks Aerospace - Defense Equipment industry over the year-to-date period (+261.4% vs. -12.7%). This microcap company with a market capitalization of $126.15 million sees its growth prospects supported by defense demand, a healthy backlog and improving operating efficiency. Production volumes, favorable pricing and product mix support profitability, as SIF focuses on core aerospace and defense markets. \r
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However, weakness in commercial demand, skilled-labor constraints and elevated input costs could limit margin expansion. High working-capital requirements, borrowing costs and unresolved environmental matters also pose risks. Despite improving cash generation and lower debt, liquidity remains a concern. \r
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The valuation presents a mixed picture, suggesting potential investment opportunities while warranting caution given SIF's operational and financial challenges. Sustained profitability improvements, effective backlog execution and stronger cash generation will be important in supporting its valuation going forward.\r
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(You can read the full research report on SIFCO Industries here >>>)\r
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Other noteworthy reports we are featuring today include Texas Instruments Inc. (TXN), RTX Corp. (RTX) and United Rentals, Inc. (URI).\r
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Mark Vickery\r
Senior Editor\r
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Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
iPhone 18 Launch & Services Growth to Aid Apple's (AAPL) Prospects
Berkshire Hathaway Aids From Diversification, Disciplined Underwriting
Focus on IB & trading Aid Goldman's (GS) Growth, High Cost Ail
Featured Reports
Defense Orders Drive RTX Corp. (RTX) Amid Supply Chain Issues\r
Per the Zacks analyst, RTX Corporation is likely to benefit from increasing defense order growth from the Pentagon and US allies. Yet supply chain issues result in delays and increase costs.
General Motors (GM) Rides on Strong Pickup Sales Amid Cost Woes\r
While General Motors' leadership in the profitable full-size pickup segment is a key growth driver, rising commodity and logistics expenses are likely to dent GM's margins, per the Zacks analyst.
FactSet (FDS) Benefits From AI Adoption Amid High Competition\r
Per the Zacks analyst, FactSet gains from growing AI adoption across financial workflows, boosting client engagement and subscription growth. Rising competition is an overhang.
Abercrombie (ANF) Brand Strength Drives Sales Growth & Raised Outlook\r
Per the Zacks analyst, Abercrombie benefits from broad-based brand and regional growth, strategic partnerships and store optimization, while a raised fiscal 2026 outlook supports continued growth.
Hess Midstream (HESM) Benefits From Stable Fees and Lower Capex\r
Hess Midstream's fee-based contracts, rising free cash flow and disciplined capital allocation support its outlook. However, weaker volumes and rising maintenance costs concern the Zacks analyst.
Badger Meter (BMI) Benefits From Digital Water Adoption & Buyouts\r
Per the Zacks analyst, BMI benefits from growing cellular AMI adoption, recurring software revenues and strategic buyouts, though uneven project deployments and rising component costs pose risks.
Phibro (PAHC) Banks on Animal Health Strength, Macro Issues Stay\r
The Zacks analyst remains optimistic about Phibro's Animal Health momentum, alongside strategic benefits from its acquisition of Zoetis' MFA portfolio. Macroeconomic pressures can hurt its growth.
New Upgrades
Texas Instruments (TXN) Gains From Robust Data Center Demand\r
Per the Zacks analyst, Texas Instruments is benefiting from strong demand for power management and high-speed connectivity products used for handling AI workloads at data centers
Growing Rental Demand & Business Plans Aid United Rentals (URI)\r
Per the Zacks analyst, diversified project demand, acquisition strategies, specialty expansion and disciplined fleet management are benefiting United Rentals' growth prospects.
Universal Insurance (UVE) to Grow on Solid Florida Reform\r
Per the Zacks analyst, Universal Insurance is set to gain from post-reform Florida trends that support lower loss severity, non-catastrophe margins, and improved durability of underwriting returns.
New Downgrades
Merck (MRK) Faces Keytruda Patent Cliff, Slowing Gardasil Sales\r
Per the Zacks analyst, Merck's Keytruda, Winrevair and Welireg support sales growth. However, Keytruda's patent cliff, slowing Gardasil sales and rising acquisition-related costs remain concerns.
Sonoco (SON) Struggles With Cost Pressures and Weak Demand\r
Per the Zacks analyst, Sonoco faces mounting cost inflation, sluggish consumer demand and operational volatility, which continue to squeeze margins, weaken cash flows and cloud its earnings outlook.
Mining Losses and AI Spending Concerns Loom Over CleanSpark (CLSK)\r
Per the Zacks analyst, CleanSpark faces high mining losses, margin pressure and elevated cash burn. Heavy AI infrastructure spending, debt servicing costs and uncertain Texas grid approvals add risks.
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The Goldman Sachs Group, Inc. (GS) : Free Stock Analysis Report
Apple Inc. (AAPL) : Free Stock Analysis Report
Berkshire Hathaway Inc. (BRK.B) : Free Stock Analysis Report
SIFCO Industries, Inc. (SIF): Free Stock Analysis Report
Texas Instruments Incorporated (TXN) : Free Stock Analysis Report
United Rentals, Inc. (URI) : Free Stock Analysis Report
RTX Corporation (RTX) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
View Comments","Zacks Research Daily presents analysis of 16 major stocks on October 23, 2026. Apple receives a Neutral rating despite strong AI capabilities and device ecosystem, citing supply constraints and margin pressures. Berkshire Hathaway maintains Neutral stance with balanced risk-reward profile. Goldman Sachs outperforms its industry with strong earnings, though rising spending concerns remain. Additional coverage includes Texas Instruments benefiting from AI data center demand, RTX facing supply chain challenges, and various other companies with mixed outlooks.","Apple’s foldable iPhone goes on sale ahead of an expected touchscreen MacBook launch and fiscal fourth-quarter earnings.
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