Market Analysis

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23 Nov

Stocks to Buy in November

AT&T's fiber revenue rose 16.8% year over year in Q3 2025 with roughly 10 million fiber subscribers. The company rolled out Express Waves wavelength services and reports $120B+ in annual revenue, an 8.3x P/E and a 4.28% dividend. ITB reflects homebuilder ...

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20 Nov

VinFast Auto (VFS) Analysis

VinFast shows rapid top-line expansion—77% growth last year and an even faster pace across the first two quarters—while relying mainly on vehicle sales. The company reports sustained net losses, -$2.16B free cash flow, -$3.84B equity, concentrated insider ...

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18 Nov

XPeng (XPEV) Sales Surge and Strategic Position

XPeng reported rapid revenue growth in 2025 with quarterly gains of 138%, 125%, and 102% and revenues projected to rise from $5.60B to $11.40B. Deliveries reached 355,209 vehicles in 2025, with heavy emphasis on autonomous technology, robotaxis, and licen ...

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18 Nov

Nvidia Pre-Earnings Pressure (NVDA)

SoftBank sold its entire Nvidia stake to reallocate capital to other large-scale AI projects, and Peter Thiel also exited with no confirmed reason. The stock remains near record highs ahead of earnings; key items include revenue, next-gen chip demand, gui ...

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16 Nov

SPY Weekly Market Update

A mid-November review finds major indexes supported largely by a few mega-cap technology stocks while many components lag. Nvidia is roughly 8% of the S&P 500 and the Magnificent Seven comprise about 37% of index weight. Breadth is weak; capital is rotati ...

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