Les Young Farms

Just looking at the S&P 500 last week, you’d definitely question what investors have to complain about. The index hit another new high and has gone up more than 14 percent this year. Look at a lot of individual brokerage accounts and you can get a very different impression. Small caps have slid, banks have lost ground, homebuilders are struggling, and many perfectly respectable companies are well below their highs. Both things can be true.

Ellendale, North Dakota, offers a quick lesson in what a data center can do for a small town. Before Applied Digital (APLD) began working with the community, local tax revenue ran about $400,000 a year. Today it is close to $4 million, CEO Wes Cummins said on the company's Oct. 7 earnings call. The tax revenue increase can help pay for schools, infrastructure, and emergency services.

Michael Burry is once again making waves with a contrarian bet, this time turning his attention to Chinese electric vehicle (EV) giant BYD Company (BYDDY). The investor best known for predicting the 2008 housing-market collapse recently disclosed a sizable position in BYD after a pullback in Chinese equities, adding a notable bullish signal to a stock facing both strong growth opportunities and significant geopolitical risks.

CoreWeave (CRWV) once again caught the spotlight amid tech’s AI infrastructure race. This time, it is planting a flag in one of the world's fastest-growing AI markets. The company just announced a 240-megawatt data center project in Navi Mumbai, India, with AdaniConneX. This is a big deal. India's data center capacity is expected to explode from 2.2 gigawatts in 2025 to 12 gigawatts by 2030. CoreWeave wants a piece of that action. The shift expands its operations outside of North America and Europe.

Markets face the quarter’s most significant earnings convergence with major financial and semiconductor giants reporting alongside critical inflation data. Wednesday’s September CPI at 8:30am provides crucial inflation assessment before Thursday’s data deluge. Major bank earnings Tuesday and Wednesday test financial sector health and economic outlook. Semiconductor leaders including Taiwan Semiconductor (TSM) and ASML (ASML) Wednesday reveal AI infrastructure demand sustainability.

Leveraging debt financing to fund high-performance artificial intelligence infrastructure allows cash-rich technology companies to rapidly expand computing capacity while preserving balance sheet liquidity. By tapping bond markets, industry leaders accelerate next-generation hardware deployment to meet compounding data center demand and unlock transformative revenue opportunities across ecosystem applications.

Domino's Pizza (DPZ) will release earnings for the quarter ending Sept. 7 at 8:30 am on Tuesday, Oct. 13. As I wrote last month, DPZ stock still looks cheap given its strong free cash flow (FCF) margins. DPZ closed at $309.36 on Friday, Oct. 9, up from a recent trough of $292.14 (Sept. 28), but well below its peak of $367.63 on Aug. 8. I wrote about how cheap DPZ stock was in a Sept.

Almost every AI critic would tell you about circular financing, especially as it pertains to bigger companies like Nvidia (NVDA) beefing up startups with funding. However, the biggest cases are happening more recently, and they involve the biggest AI labs. Earlier this October, Reuters reported that Broadcom (AVGO) agreed to loan Anthropic up to $42 billion, which is expected to become Broadcom's largest compute customer next year.

U.S. electric vehicle (EV) companies have released their Q3 2026 production and delivery numbers. The year-over-year (YoY) comparisons were always going to be tough, as the EV tax credit ended in September last year, and buyers rushed to buy vehicles in the third quarter of 2025. Tesla’s (TSLA) deliveries fell 2.1% from the corresponding quarter last year. It was nonetheless a stellar performance from the Elon Musk-run company, and the number was well ahead of Street estimates.

Netflix (NFLX) will release its third-quarter financial results on Tuesday, Oct. 20. Ahead of the announcement, NFLX shares have been under considerable pressure, with the stock down about 26% so far this year and trading more than 44% below its 52-week high. The recent decline reflects growing concerns about Netflix’s growth prospects and the increasingly competitive streaming market.