Wall Street Pops on Surprise U.S. / China Move, Are You In?

See What’s Moving Before Wall Street Does

Our latest free report highlights stocks building momentum now, before they spike. Names like $SOUN, $LLAP, and $JOBY showed the same patterns we track.

This is your shot to act before the next big mover. Free access ends soon.

By clicking this link you will automatically be subscribed to the Fierce Investor Newsletter.

Good Morning,

– Truly yours, Fred Frost

📈 Yesterday's Market Recap

Markets closed on a high note yesterday, with tech leading the charge. Tesla’s 5.3% surge after Elon Musk’s $1B stock buy stole the spotlight, while broader indices like the S&P 500 ticked up modestly on renewed investor optimism. A few standout earnings and cultural moments also shaped the day.

• GameStop (GME) Up 2.35%: Strong Q2 earnings of 25 cents per share and a special dividend announcement drove gains. → Benzinga


• Figs Inc. (FIGS) Rises 4.10%: Noah Wyle’s Emmy appearance in custom Figs scrubs boosted brand visibility and stock price. → Stocktwits


• MongoDB (MDB) Continues Rally: Stock up over 120% since April lows on 24% YOY revenue growth in Q2. → Seeking Alpha

📈 Daily Performance Snapshot

💡 Opportunity Watch

Amid Fed speculation and tech momentum, a few sectors and stocks stand out as potential plays for savvy investors this week.

• Tesla (TSLA): Stock up 2.5% premarket on Musk's $1B share buy, signaling strong insider confidence. → Stocktwits
• Apple (AAPL): A $600B US manufacturing push could boost domestic suppliers and related ETFs. → Benzinga
• Indian Textile Stocks: Rally on US-India trade hopes could lift firms like Vardhman and Gokaldas. → World Finance

A New Way to Time Big Moves, to the Day

Considering CCL this year? History suggests **Oct 19** is the sweet spot, a seasonal edge that’s held for 15 years. That’s one example from a system that scans 5,000 names.

We call it the Keith Kaplan Experiment. Built by TradeSmith (72,000 users in 86 countries, $30B tracked). You’re invited to **beta test** it... free.

Clicking the link above will opt you into communication from TradeSmith, including the TradeSmith Daily daily E-Letter. Privacy Policy.

🔥 The Big Bullet

Stocks hit records as U.S.–China outline TikTok deal framework

What happened: U.S. stocks started the week by pushing to fresh highs. The S&P 500 and Nasdaq closed at record levels after reports of a U.S.–China “framework” on a TikTok deal, which eased some immediate policy uncertainty. Gains were led by large cap tech and momentum names. Tesla extended its recent run, helping lift broader risk appetite. Trading stayed firm into the close as buyers leaned into growth. An end-of-day wrap noted that Wall Street rose to more records as Tesla outperformed. Oracle also advanced, adding to strength across software. Overall participation broadened beyond a few mega caps, though leadership remained concentrated.

Why it matters: Record highs reinforce that investor risk appetite remains solid despite policy noise. For indexers and passive flows, new peaks can draw in additional buying, which may amplify short-term momentum. Still, higher equity prices sit next to elevated rates, which can pressure valuations if yields climb further. The 10-year Treasury yield’s move above 4% is a warning sign for rate sensitive areas and high multiple growth. Expensive leaders are typically more vulnerable when discount rates rise. Within tech, leadership is shifting as Alphabet has outpaced Nvidia year-to-date, hinting at a broader AI trade focused on cash generation and cloud scale. That rotation can reduce single-name concentration risk if it continues. For cautious investors, the backdrop argues for quality balance—mixing durable tech with cash and short duration—rather than chasing one crowded theme.

What’s next: The policy path is the next catalyst for sentiment. A potential Fed rate cut could trigger unintended fallout, including pressure on parts of financials and swings in rate-sensitive trades. Watch how futures and Treasury yields price the pace of easing over the coming weeks. Keep an eye on any details or conditions tied to the reported TikTok framework; firmer confirmation or setbacks could sway mega-cap tech. Software remains a barometer for enterprise demand and cloud spending. As a near-term tell, Oracle’s rising share price signals investors are rewarding steady growth and AI-adjacent infrastructure. Tesla’s momentum will hinge on production, deliveries, and any further insider activity that can galvanize retail flows. In the meantime, market breadth, rates, and U.S.–China headlines are the key swing variables.

• TikTok framework: what changed in U.S.–China talks – Reuters
• Why stocks hit records last week – WSJ
• Rates risk: what the 10-year and yield curve is signaling – MarketWatch

🧭 Policy & Market Ripples

• Pop Mart’s $6B Wipeout: Founder Wang Ning loses big as Labubu doll craze fades, with stock down 20% since late August. → Fortune
• Northrop Grumman’s $972M Deal: Secures Air Force contract for modeling and simulation—defense spending remains robust. → Seeking Alpha
• Wearable Devices (WLDS) Drops 25%: Stock slides after 570% surge, despite new patent for gesture and voice control tech. → Stocktwits

Trump’s Policy Surge: 5 Stocks Already on the Move

Sectors like energy and defense are heating up fast under the new administration. This report reveals where capital is flowing—and which 5 stocks are best positioned for gains.

Momentum favors the early movers. Get the edge while others hesitate.

By following the links above, you’re opting in to receive valuable updates from American Investor News plus 2 bonus subscriptions. Your privacy is important to us. You can unsubscribe anytime. See our privacy policy for details.