Market Signal Briefing

These companies operate in desirable long-term growth markets that are currently experiencing some temporary weakness.

This eclectic group of stocks trades at significant discounts to their all-time high prices, with advanced materials company Hexcel (HXL -3.65%) down 25%, e-commerce logistics company GXO Logistics (GXO -4.41%) down 48%, and ON Semiconductor (ON -8.35%) down 54%. All three companies operate in long-term growth markets that are currently experiencing temporary weakness, and this article will briefly summarize why and how they can return to their growth path.

Hexcel, because composites are the future of the aerospace industry
No one disputes that airplanes are likely to contain more advanced composite materials in the future. Indeed, every new generation of aircraft has led to more value per plane for Hexcel. For example, the classic Boeing 737 had approximately 5% of its content made from advanced composites, whereas the newer Boeing 737 MAX has 15%. That figure increases even higher for wide-body aircraft like the Boeing 787 and Airbus A350, which contain at least 50% composite content.

The investment case for Hexcel is relatively straightforward: A combination of increasing content on each new generation of aircraft and multiyear backlogs at Boeing and Airbus presents an excellent long-term growth opportunity.

That said, both airplane manufacturers have struggled to ramp up aircraft production in recent years (at least relative to expectations), and that has caused knock-on issues at Hexcel as end demand has been weaker than expected at a time when management is looking to increase its manufacturing capacity.

Still, it appears to be a question of "when, not if" for the company, and Wall Street expects double-digit revenue growth to kick in, in 2026 and 2027 , with net income almost doubling from 2025 to 2027. As such, now looks like a great time to buy a growth stock on a dip.

Image source: Getty Images.

GXO Logistics, because e-commerce and outsourcing logistics will only grow
The case for the stock is based on very powerful business trends. The share of retail sales coming from e-commerce activities continues to grow, meaning it will become an increasingly larger part of a company's activities. In addition, the rapid development of productivity-enhancing technologies in logistics, such as automation and robotics, innovative warehousing, and AI-led analytics, means e-commerce logistics is becoming a more complex activity.

All of which points to an environment in which GXO's offering of contract logistics provision (advanced warehousing with e-commerce warehousing being its largest industry vertical) is set to enjoy long-term demand growth.

However, there's been a problem in recent years, and it's best encapsulated in the following chart. Following the boom in e-commerce created by the lockdowns, the growth rate has returned to its long-term trend line.

US E-Commerce Sales as Percent of Retail Sales data by YCharts.

Unfortunately, the adjustment in growth, from a previously unsustainable growth rate, also led to a slowing of GXO's organic revenue growth rate in 2023 and 2024.

GXO Logistics

2021

2022

2023

2024

2025Est

Organic Revenue Growth

15%

15.4%

2%

3%

3.5% to 6.5%

Data source: GXO Presentations.

The good news is the company appears to be building momentum in 2025, and it's winning new contracts to offset some customers previously rationalizing how much logistics supporyt they outsource. Wall Street sees its earnings growing at a double-digit rate in 2026 and 2027.

ON Semiconductor: Near-term risk and long-term opportunity
The company's focus on power and sensing technology for the automotive (notably electric vehicles, or EVs) and industrial (EV charging, automation, smart cities) sectors, as well as more recently AI data centers (Nvidia), gives it exciting exposure to some excellent long-term, secular growth trends.

While that still holds, the company is going through a difficult period, as automakers have pared back EV spending in response to relatively high interest rates and, aside from Tesla, difficulties in profitability.

Data source: ON Semiconductor presentations.

Still, if you believe that EVs remain the future of the automotive industry, and Ford's recent $5 billion spending commitment supports that argument, then a recovery will likely emerge even as the near-term outlook remains uncertain.

Stocks to buy
All three contain near-term risk, but they also have substantive upside potential. On a risk-reward basis, they all appear to be attractive stocks to buy for investors who can tolerate the potential for some near-term disappointment.

Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends GXO Logistics, Hexcel, and ON Semiconductor. The Motley Fool has a disclosure policy.

If you're looking for hidden gems that could return significant value as driverless vehicles take over roads, start here.

Like it or not, and whether we trust driverless vehicles yet or not, they're on the way, and the future is coming faster than many investors realize. The driverless vehicle market has enormous growth potential and is projected to be worth trillions of dollars in a decade's time.

Don't take it from me: Goldman Sachs Research predicts that robotaxis' ride-share market alone is on the path for a 90% compound annual growth rate between 2025 and 2030, and that's merely scratching the surface. If you're looking to dip your toes into what could be a generational investing opportunity, here are three stocks to keep an eye on.

One way to play robotaxis
Mobileye Global (MBLY -6.56%) is in the business of developing and deploying Advanced Driver Assistance Systems (ADAS) and autonomous driving technologies and solutions. With a comprehensive collection of software and hardware technologies, Mobileye can offer end-to-end products and services for automakers. Investors should look at Mobileye as a solid robotaxi investment for those who don't want to deal with the drama currently surrounding Tesla.

With the automotive industry heading toward driverless vehicles, Mobileye's technology and systems will bolster automotive safety, productivity, and vehicle utilization through solutions such as Supervision, Chauffeur, Drive, and EyeQ. Meanwhile, management has been working hard to secure new ADAS deals with large customers, while finding new opportunities with untapped clients. One driving force for the company is a growing adoption of multicamera setups due to the need for increased safety and a push toward hands-free highway driving.

Adding to Mobileye's growth is its strategic partnerships, including ZEEKR, using Mobileye as its launch partner for its ADAS, and its design wins with automakers such as Porsche and Mahindra, among other major OEMs. Just this spring, Volkswagen announced a collaboration with Mobileye to improve safety and driving comfort for some of its upcoming vehicle pipeline.

The company remains unprofitable, with full-year guidance expecting an operating loss between $436 million to $512 million. That said, Mobileye boasts roughly $1.7 billion in cash and cash equivalents, rising free cash flow, very little debt, and should be able to navigate choppy waters as the industry slowly figures out the path to full autonomous vehicles.

The business of connectivity
Aptiv PLC (APTV -2.43%) is a technology company working to bring the next generation of active safety, autonomous vehicles, smart cities, and connectivity through its decades of experience pioneering advances in the automotive industry.

While the stock has faltered from its all-time highs as electric vehicle hype died down with slower-than-anticipated adoption in the U.S. market, it's still performing well, with earnings expected to check in at $7.48 per share in 2025, up significantly from $2.61 in 2021 -- a compound annual growth rate of 30%.

Image source: Aptiv.

But its growth prospects might improve even more, with the company's business split on the horizon for the first quarter of 2026. Aptiv plans to split into two companies: one that will focus on slower-growth electrical distribution systems (EDS), and the second on faster-growth safety and software -- the latter aimed at a more driverless vehicle focus.

It's easy to understand the rationale behind the business breakup when you consider the EDS business generated 2024 sales of $8.3 billion at earnings before interest, taxes, depreciation, and amortization (EBITDA) profit margins of 9.5%, while the safety and software generated 2024 sales of $12.2 billion with EBITDA margins nearly double at 18.8%.

The new Aptiv with a focus on safety and software that enable higher levels of autonomous functions won't be limited to vehicles either, with potential applications for planes and other machines. Aptiv has already begun branching out its overall business with its communications software acquisition of Wind River in 2022.

All things autonomous
Hesai Group (HSAI -11.13%) is a global leader in lidar solutions, with its products enabling a wide range of applications including passenger and commercial vehicles ADAS, autonomous vehicles, robotics, and nonautomotive applications such as last-mile delivery robots.

Throughout the company's second quarter, Hesai secured a notable number of new design wins through 2026, with 20 models from nine leading OEMs, highlighted by a platform win for multiple 2026 models with one of its top two ADAS customers. The design wins help cement lidar as a standard feature across the specific customer's model lineups and will drive the company's order book higher in the near term.

Outside its automotive wins, the company's robotics business is also doing well, ranking No. 1 in lidar shipments in China for the first half of 2025, per Gaogong Industry Research Institute. Its robotics business is well positioned for the wave of physical artificial intelligence (AI), with lidars becoming essential for AI to perceive and sort the dynamic world we operate in, especially in driverless vehicles.

"In the first six months of 2025, total shipments have already surpassed those of full-year 2024. According to Gasgoo, we ranked first in installation volume among long-range lidar suppliers during this period," said Hesai cofounder and CEO Yifan "David" Li in a press release.

Are the stocks buys?
The number of robotaxis and driverless vehicles on the roads is set to increase in the coming years, especially as leading autonomous vehicle operators reduce costs and begin scaling the business. Right now, roughly 1,500 such vehicles operate across a handful of U.S. cities, but that figure is expected to soar to about 35,000 across the country in 2030.

Even then, driverless vehicles will represent a fraction of the rideshare market, leaving plenty of long-term growth for investors who believe these companies have injected their technologies and solutions into the industry. Mobileye, Aptiv, and Hesai are all proven companies with products poised to push the boundaries of driverless vehicles, robotaxis, and ADAS going forward, and savvy investors would be wise to keep them on a watch list.

Daniel Miller has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Goldman Sachs Group and Tesla. The Motley Fool recommends Aptiv, Mobileye Global, Porsche Automobil Se, and Volkswagen Ag. The Motley Fool has a disclosure policy.

Andrew Tulloch is the latest big-name AI researcher to join the social-media giant.

Nextech3D.AI (CSE:NTAR, OTCQX:NEXCF) CEO Evan Gappelberg spoke with Proactive about the company’s latest progress in blockchain ticketing, including its acquisition of three strategic domain names: eventtoken.com, eventdrop.io and nextechtickets.com.  

Gappelberg said this move strengthens Nextech3D.AI’s long-term vision to build a scalable, trusted, and user-friendly blockchain ecosystem. 

Discussing the growing mainstream adoption of blockchain ticketing, Gappelberg noted that FIFA’s recent announcement of its own blockchain ticketing solution “validates our roadmap” and reinforces Nextech3D.AI’s potential “to lead the global event token revolution.” 

He explained that Nextech3D.AI is taking a “safer, smarter path” by focusing on utility and accessibility rather than speculation, with its event token ecosystem designed for loyalty rewards, sponsorships, and regulatory transparency. 

The CEO also highlighted a recent $595,000 warrant conversion by an institutional investor, adding that the funds “add fuel to our fire” as the company moves closer to finalizing its acquisition of Eventdex. 

Gappelberg believes tokenization will transform industries globally — from real estate to entertainment — and expects event tokens to become the new standard in ticketing by 2026. 

Proactive: Hello, you're watching Proactive. Joining me is Nextech3D.AI CEO Evan Gappelberg. Evan, good to speak with you. You've just acquired three strategic domain names. How do these fit into your broader vision for blockchain ticketing and digital event experiences? 

Evan Gappelberg: Yes, today’s news continues a chain of announcements related to our expansion into blockchain ticketing, which we see as a huge growth opportunity. Acquiring eventtoken.com, eventdrop.io, and nextechtickets.com represents further progression as we lean into this market in a big way. 

We see this as a major opportunity. These domains really solidify our long-term vision to build a scalable, trusted, and user-friendly blockchain ecosystem and infrastructure. 

As blockchain ticketing becomes more mainstream, FIFA announced today that its launching blockchain ticketing, really validating what you're doing. 

Yes, monster news today. FIFA, which runs the World Cup, one of the largest events on Earth, is introducing blockchain ticketing. They sell over 3.4 million tickets and attract more than 1.5 billion viewers annually. 

FIFA is offering a tokenized ticketing solution using NFTs where fans can bid up the price. This move proves that tokenized ticketing is entering the mainstream, and Nextech3D.AI is aligned with that global trend. It’s a big validation and opportunity for us. 

We’re taking a safer, smarter path. While FIFA’s model allows resale speculation, our event token ecosystem is purpose-built for utility and access — loyalty rewards, sponsor perks, airdrops, and sponsorships. Our system prioritizes usability and transparency. Users won’t need a crypto wallet, as Nextech3D.AI will act as custodian. 

The key takeaway is that this moment validates our roadmap and reinforces the potential for Nextech3D.AI to lead the global event token revolution. 

Some more validation of your strategy perhaps came from the $595,000 warrant conversion by an institutional investor. How does that capital accelerate your blockchain rollout and overall growth strategy? 

It’s a friendly investor who’s been with us since 2023. The conversion adds fuel to our fire. It’s not a large amount, but it strengthens our cash position as we finalize the definitive agreement for the acquisition of Eventdex. While we didn’t need the capital, it provides extra flexibility for upcoming initiatives. 

Tokenization is forecast to reach nearly $19 trillion by 2033. How do you see Nextech3D.ai positioned within this massive shift, and how big could this opportunity be in event ticketing and sponsorship? 

Tokenization is eating the world; everything will be tokenized. We’re moving toward a token economy where even stocks, gold, and real estate can be fractionalized. For example, Trump Tower is tokenizing ownership so investors can buy small portions of the property. 

Events are a $100 billion marketplace, and we aim to be an early mover with our event token model.  

These domains are foundational to our future. I believe the language will evolve — instead of asking “Do you have a ticket?” people will ask “Do you have your event token?” I expect that shift to begin around 2026, with Nextech3D.ai leading in this space. 

Quotes have been lightly edited for clarity and style

Why Trust CoinGape

CoinGape has covered the cryptocurrency industry since 2017, aiming to provide informative insights to our readers. Our journal analysts bring years of experience in market analysis and blockchain technology to ensure factual accuracy and balanced reporting. By following our Editorial Policy, our writers verify every source, fact-check each story, rely on reputable sources, and attribute quotes and media correctly. We also follow a rigorous Review Methodology when evaluating exchanges and tools. From emerging blockchain projects and coin launches to industry events and technical developments, we cover all facets of the digital asset space with unwavering commitment to timely, relevant information.

Fundstrat’s analyst Mark Newton is doubling down on their Ethereum prediction of a rally above $5,000 to new all-time highs (ATH). This comes amid the recent crypto market crash, which led to an ETH decline below $4,000.

Fundstrat Predicts Ethereum Rally To $5,500
In an X post, Tom Lee shared an analysis from his colleague Mark Newton, who stated that he expects ETH to bottom out over the next one to two days before heading higher and rallying to $5,500. Newton further remarked that the ETH pullback is likely to end by October 11, with the altcoin then heading higher.

Crypto savant @MarkNewtonCMT at it again:

“I do not make much of Crypto weakness in recent days, and expect $ETHUSD likely bottoms out over the next 1-2 days before heading back higher and rallies to $5500.

– Following a recent strong technical rally from 9/25 into 10/7 in… pic.twitter.com/LCQDtGpDXs

— Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat) October 9, 2025

The analyst also noted how Ethereum has seen a minor three-wave pullback following a recent strong technical rally from September 25 to October 7. However, based on his analysis, the ETH pullback is now over, with a major rally on the horizon.

Notably, this comes amid the recent crypto market crash, which saw ETH drop to as low as $3,400. Newton has earlier stated that the altcoin was likely to hit between $4,200 and $4,220, which would provide an optimal area of support before it rallies higher.

However, the severity of the market crash pushed Ethereum below the projected support level. The market crash had occurred after U.S. President Donald Trump announced a 100% tariff on China, sparking panic among market participants.

The Market Pullback Was Overdue
Tom Lee, the Chairman of the Ethereum treasury firm BitMine, said during a CNBC interview that the market pullback was overdue. He noted that since the April low during the Trump tariffs, the market has gained 36%.

Although he was mainly referring to stocks, the crypto market has also recorded massive gains since the April lows. The ETH price had notably recorded a gain of over 100% during the tariff period, reaching a new all-time high (ATH) in the process.

Thanks to the market crash, Tom Lee’s BitMine currently has a floating loss of around $1.9 billion on its Ethereum investment. However, the company looks to be doubling down on ETH despite this development.

Onchain analytics platform Onchain Lens revealed that three wallets likely belonging to BitMine have withdrawn 78,824 ETH, worth $302.12 million, from Kraken. The company is the largest public ETH holder, holding over 2% of the altcoin’s total supply.

Investment disclaimer: The content reflects the author’s personal views and current market conditions. Please conduct your own research before investing in cryptocurrencies, as neither the author nor the publication is responsible for any financial losses.

Ad Disclosure: This site may feature sponsored content and affiliate links. All advertisements are clearly labeled, and ad partners have no influence over our editorial content.

The cryptocurrency market took a wild hit, as President Donald Trump's sudden announcement of a 100% tariff on Chinese tech imports sparked a massive sell-off. This unexpected move dramatically escalated trade tensions, rattling investor confidence and triggering a heavy bloodbath across major cryptocurrencies.

Luxembourg's sovereign wealth fund has taken a historic step into digital assets, investing $9 million—around 1% of its $900 million portfolio—into Bitcoin exchange-traded funds (ETFs). The decision makes Luxembourg the first European nation to channel state-backed sovereign wealth into Bitcoin through a regulated investment vehicle, underscoring growing confidence in the role of digital assets within mainstream finance.

XRP, the digital asset that powers the XRP Ledger (Ripple protocol), nosedived on Friday, Oct. 10, reaching its lowest level since December. 

Summary

Ripple’s XRP token tumbled 63% from its yearly high to $1.37 before bouncing back 75%, triggering $700 million in liquidations and vindicating chartist Peter Brandt’s bearish warning.
The drop came amid a $300 billion crypto selloff fueled by escalating U.S.–China trade tensions.
While XRP has since stabilized — helped by ETF inflows and hopes for new approvals — analysts warn volatility will persist as technical indicators flash both risk and potential recovery.

XRP price crash confirms analyst forecast
Ripple (XRP) token plummeted to a low of $1.3758, down by over 63% from its highest point this year. This plunge led to a $700 million surge in liquidations.

The XRP price crashed and then bounced back by over 75% as investors bought the dip. This plunge confirmed what analyst Peter Brandt warned in an X post: “On the left is a classic descending triangle from Edwards and Magee, showing what descending triangles are supposed to do. On the right is a developing descending triangle. ONLY IF it closes below 2.68743 (then I’ll be a hater), then it should drop to 2.22163.”

On the left is a classic descending triangle from Edwards and Magee, showing what descending triangles are supposed to do. On the right is a developing descending triangle. ONLY IF it closes below 2.68743 (then I'll be a hater), then it should drop to 2.22163. $XRP pic.twitter.com/3GI7nT1TaW

— Peter Brandt (@PeterLBrandt) October 7, 2025

Brandt’s target price was $2.2, which was hit as the crypto market crashed on Friday.

Cryptocurrencies dropped as investors reacted to the new trade war between the U.S. and China. Trump announced a 130% tariff on Chinese goods, with China expected to respond with similar retaliatory measures. 

The U.S. president cited the recent actions by Beijing, including blocking soybean imports from the US, new tariffs on U.S. ship docking in China, investigations into U.S. technology companies, and new limits on rare earth exports.

The crypto crash resulted in over $300 billion in losses, as the market capitalization of all coins plummeted to $3.7 trillion. Liquidations jumped to nearly $20 billion in the crypto industry. 

Still, XRP price has potential catalysts, including the ongoing ETF inflows and the upcoming spot ETF approvals. Data by ETF.com shows that the XXRP, UXRP, and XRPR ETFs have had substantial inflows since their approvals.

Ripple price technical analysis
XRP price chart | Source: crypto.news
The daily chart shows that the XRP price peaked at $3.6553 in July and then plunged to a low of $1.3758 on Friday. This plunge occurred after the coin formed a descending triangle pattern, a standard bearish indicator. 

The drop also invalidated other bullish patterns, such as the falling wedge, bullish flag, and cup-and-handle. It also slipped below the 50-day and 100-day Exponential Moving Averages. 

On the positive side, the coin has formed a giant hammer candlestick pattern — one of the most common bullish reversal patterns in technical analysis. 

Therefore, the most likely scenario is where the XRP price is volatile as the trade war escalates. It may rebound and retest the resistance at $2.70 and then resume the downtrend in the near term.

Why Trust CoinGape

CoinGape has covered the cryptocurrency industry since 2017, aiming to provide informative insights to our readers. Our journal analysts bring years of experience in market analysis and blockchain technology to ensure factual accuracy and balanced reporting. By following our Editorial Policy, our writers verify every source, fact-check each story, rely on reputable sources, and attribute quotes and media correctly. We also follow a rigorous Review Methodology when evaluating exchanges and tools. From emerging blockchain projects and coin launches to industry events and technical developments, we cover all facets of the digital asset space with unwavering commitment to timely, relevant information.

Binance said it will compensate users affected by Friday night’s massive crypto selloff that caused several tokens to depeg, including Ethena’s stablecoin USDe. The exchange confirmed that users who experienced losses due to platform issues during the market crash will receive case-by-case compensation.

Binance’s Yi He Admits Platform Strain, Promises Compensation
The company’s co-founder and chief customer support officer Yi He apologized to users on Saturday. She said Binance had experienced degraded performance during the high volatility.

Yi He explained that the issues came after a surge in trading activity as prices plunged across major markets following President Trump’s new tariffs on China. “If you have incurred losses attributable to Binance, please contact our customer service to register your case,” Yi He wrote on X.

She said each account would be reviewed individually to determine compensation eligibility. However, she clarified that losses from normal market moves and unrealized profits would not be covered.

Binance Pledges Transparency in Compensation
Yi He confirmed that users who acquired discounted depegged tokens during the event will keep them, saying “there are no excuses or justifications” for how the situation unfolded. Wealth management users involved with the affected assets will be compensated gradually.

In addition, users who suffered losses due to latency issues will be reviewed individually. The market crash also hit Binance’s native token. BNB fell nearly 10% in 24 hours, adding to broader crypto losses.

Binance’s Richard Teng Tenders Apology
Binance CEO Richard Teng also addressed the situation, offering a public apology to users. “We don’t make excuses — we listen closely, learn from what happened, and are committed to doing better,” he wrote. Teng emphasized that Binance will maintain transparency as it processes user claims.

The depegs involved three major assets. Ethena’s USDe stablecoin, Binance’s liquid staking token BNSOL, and Wrapped Beacon ETH (WBETH). USDe, designed to stay at $1, dropped to as low as $0.66 at the peak of the selloff. The crypto market lost over $670 billion in value due to auto-liquidations on centralized exchanges.

According to data from CoinGlass, nearly 1.7 million traders were liquidated within 24 hours, wiping out about $19.3 billion in open interest. Binance recorded one of the largest liquidation totals, behind Hyperliquid and Bybit, with $1.4 billion in long and $981 million in short positions erased.

Binance Outlines 72-Hour Compensation Plan and New Risk Controls
According to an official statement released on Binance’s support page, all affected Futures, Margin, and Loan users will be compensated. Those who held USDe, BNSOL, or WBETH as collateral during the depeg between 21:36 and 22:16 UTC on October 10 are eligible. Binance said the payouts will be automatically distributed to user accounts within 72 hours.

The exchange explained that the compensation amount will be the difference between the market price at 00:00 UTC on October 11 and each user’s liquidation price. Users whose cases fall outside the defined window can still contact customer support for evaluation.

In addition, Binance announced a series of new risk control enhancements to prevent future disruptions. These include adding the redemption price to the BNSOL, WBETH, and USDe price index weights. Binance will also set a minimum price threshold for USDe. This is to improve stability and increase the frequency of risk parameter reviews.

Investment disclaimer: The content reflects the author’s personal views and current market conditions. Please conduct your own research before investing in cryptocurrencies, as neither the author nor the publication is responsible for any financial losses.

Ad Disclosure: This site may feature sponsored content and affiliate links. All advertisements are clearly labeled, and ad partners have no influence over our editorial content.

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Solana has displayed an impressive performance in the crypto market over the past three months, with its price seeing a sharp growth from around $160 to as high as $230. However, recent on-chain data shows a less optimistic picture underneath the surface.

Solana Network Activity On The Decline
In a Quicktake post on the CryptoQuant platform, pseudonymous analyst CryptoOnchain revealed that there has been an increasing negative divergence between Solana’s price and the number of active addresses working with its network.

The online pundit’s report was based on the Solana Daily Active Addresses Vs Sol Price metric. This metric tracks the relationship between Solana’s market price and the number of unique addresses actively interacting with its network over the past 90 days. 

CryptoOnchain pointed out that as Solana began its rally around July from about $160 to $230, its network activity saw a stark opposite. 

Source: CryptoQuant
In the chart shared by the on-chain analyst, we see a significant decline in the 7-Day Moving Average (MA) of active addresses. From the beginning of the third quarter, the 7-Day MA dropped from as high as 3.4 million to roughly 2.2 million addresses to end the period.

Adding an important caveat, the crypto analyst mentioned that the evaluation thrived on counting active addresses using the “Signer Method.” This method is important because “only unique addresses that have signed and sent successful transactions (success = true) are included,” thus providing analysts with a precise measure of users actively interacting with the network.

CryptoOnchain further explained that the growing negative divergence currently occurring in the Solana market points to something interesting within the blockchain. 

As of recent times, Solana’s price rally seems to be less driven by network adoption and user base activity, and rather by speculative activities, large-volume transactions by whales, or other market factors.

Looking at the bigger picture, it is evident that Solana’s — and any blockchain’s — health depends on consistent network activity. A network of active participants would witness healthy transaction demand, which could further contribute to the growth of the concerned cryptocurrency. 

For now, the SOL price still maintains a healthy bullish structure as it looks to resume its run to the upside. If user activity, however, continues to weaken as its price momentum persists, the market could struggle to keep up once all speculation driving its current growth fades.

As of this writing, Solana is valued at about $186, reflecting an over 15% decline in the past 24 hours. This deep correction comes on the back of the United States President Donald Trump’s declaration of a 100% tariff on Chinese goods.

The price of SOL on the daily timeframe | Source: SOLUSDT chart on TradingView
Featured image from Getty, chart from TradingView

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Opeyemi Sule is a passionate crypto enthusiast, a proficient content writer, and a journalist at Bitcoinist. Opeyemi creates unique pieces unraveling the complexities of blockchain technology and sharing insights on the latest trends in the world of cryptocurrencies. Opeyemi enjoys reading poetry, chatting about politics, and listening to music, in addition to his strong interest in cryptocurrency.

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The financial services company is increasing revenue as it expands its user base.

Sezzle (SEZL -5.41%) is an interesting credit provider that is demonstrating excellent growth.

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Golden symbolic figures on Finanzzeitung

getty

The AI data-center buildout is all over the news, and for good reason: It’s quite literally upending the economy.

That’s set up plenty of opportunities for us income investors to cash in. But in a moment, we’re going to talk about one specific fund we need to sell yesterday. It yields a sharp 9.9% now. The problem? It’s nearly 2X overvalued!

It’s easy to see what’s catching investors’ attention on the data center front: Investment in AI’s computing backbone is on track to contribute more to US economic growth than the American consumer.

To say that this is incredible is an understatement. And it’s got investors scrambling to cash in. Many are going after utility stocks as the favored play here, and it’s easy to see why: AI’s bottomless power thirst is sending power demand—and prices—soaring.

In the most extreme cases, we’re seeing prices for electricity more than double—but even the least-affected cities, like Portland, Oregon, have seen “just” a 22% increase in the cost of electricity from 2020 to now, according to Bloomberg.

Many other cities are seeing even bigger increases, which, yes, is a windfall for utilities. Investors, of course, are well aware of this—they’ve sent utility stocks soaring. The benchmark ETF for the sector, the Utilities Select Sector SPDR Fund (XLU)—current yield: 2.7%—has soared 20% year to date as I write this.

That’s nearly twice its 10.9% average annualized return over the last decade, and the year isn’t even over yet!

1 Overvalued AI PlayBut if you’re an income investor (and if you’re reading this, there’s a good chance you are), you might be tempted by another fund—a popular utility-focused closed-end fund (CEF) called the Gabelli Utility Trust (GUT), which sports an outsized 9.9% yield and a dividend that has held steady since the early 2010s.

GUT holds many of the blue chip “go-to” power generators, including NextEra Energy (NEE) and Duke Energy (DUK). Pipeline operators like ONEOK—which also stand to gain as AI drives up demand for gas-fired power—also make an appearance.

And as you can see below, GUT’s total return (in orange), based on its price on the open market, has trounced XLU (in purple) so far this year.

GUT 2025 Total Returns

Ycharts

That’s great if you own GUT, of course. But if you’re considering a buy, it’s also the first signal that this fund might be overvalued. That’s because GUT’s outperformance is a recent—and temporary—phenomenon. Over the last decade, the fund has performed very close to the index fund.

GUT 10yr Total Returns

Ycharts

This, however, isn’t the whole story, nor is it even the most important part. The chart above shows the total price returns for each fund.

But we need to bear in mind that with CEFs, the performance of the fund’s price on the market is different than that of its underlying portfolio—known in CEF-speak as the net asset value, or NAV. A CEF’s NAV is a clear indicator of management’s stock-picking skill, without the mood-driven moves affecting the fund’s market price.

When we look at GUT’s total NAV return (including dividends management has collected), we see that the fund is actually trailing the index.

GUT Lags

Ycharts

GUT has actually been slightly underperforming over the last decade, which isn’t a terrible deal: This works out to a 9.4% annualized return, which is still very decent, especially for a “low-drama” asset class like utilities. But where the rubber really hits the road on whether a CEF is a buy is at its discount to NAV, or the deal we’re getting when we buy (at the market price, of course) over the NAV.

And here’s where any sense that GUT may be a buy now runs straight into a wall.

GUT Premium to NAV

Ycharts

GUT is trading at a 90.2% premium to NAV—a number so absurd it deserves a moment of reflection. If you bought all of GUT’s assets on the open market, you’d be getting them for about half the price you’d pay to buy GUT itself. So why buy GUT?

Why indeed.

Until GUT’s premium evaporates, this is a must-avoid fund. Its yield is great, and its past performance is fine, but consider what happened when GUT reached its all-time-high premium of 125% in 2023.

GUT Steep Decline

Ycharts

In late 2023, a sudden selloff of GUT caused the premium to fall to “just” 50%, and investors suddenly had nearly 30% losses on their hands. The fund’s total return has since retraced some of that ground, but it’s still well off the highs it saw when it held that lofty 125% premium.

As for the current 90% premium, well, let me just say that AI fever has caused a massive bull run in all sorts of things, so it’s no surprise it would cause GUT to rise, too. But the real takeaway here is that the recent outperformance isn’t really due to GUT’s management or its portfolio—it is all to do with investors bidding up GUT specifically. That sets the fund up for another 2023-like fall.

Michael Foster is the Lead Research Analyst for Contrarian Outlook. For more great income ideas, click here for our latest report “Indestructible Income: 5 Bargain Funds with Steady 10% Dividends.”

Disclosure: none

COO Sells 7,000 Shares of Yelp for $222,885Nachman Joseph R, Chief Operating Officer at Yelp (YELP -2.95%), executed an open-market sale of 7,000 shares on October 6, 2025; see the SEC Form 4 filing.

Transaction summaryMetricValueShares sold7,000Transaction value$222,884.90Post-transaction shares219,668Post-transaction value (direct ownership)$7,209,503.76Transaction value based on SEC Form 4 reported price ($31.84) on October 6, 2025; Post-transaction value based on trade-date price ($31.84).

Key questionsHow significant was the sale relative to Nachman Joseph R’s direct holdings?
The 7,000 shares sold represented 3.09% of Nachman Joseph R’s direct ownership immediately prior to the transaction, a higher proportion than the recent-period median of 2.15% per sale (March 15, 2024 to October 6, 2025). This sale size is at the upper end of his typical sell transactions over the past 18 months.

How does the transaction fit within the broader pattern of insider activity?
Since March 2024, Nachman Joseph R has made 18 open-market sales, most commonly in 7,000-share increments. His direct holdings have declined by 42.58% from March 15, 2024 to October 6, 2025, with cumulative net sales of 162,915 shares.

What was the market context at the time of sale?
With the reported transaction price at $31.84 per share. Yelp shares had declined 8.5% over the prior twelve months (calendar year basis).

Company overviewMetricValueRevenue (TTM)$1.45 billionNet income (TTM)$149.14 millionEmployees5,1161-year price change-8.51%* 1-year performance calculated as of October 6, 2025, based on calendar year total return.

Company snapshotOffers a digital platform connecting consumers with local businesses, featuring advertising products, business listings, reservations, waitlist management, analytics, and content licensing.

Generates revenue primarily from cost-per-click and multi-location advertising, subscription-based waitlist and reservation services, and content/data licensing to enterprises.

Serves local businesses seeking to reach consumers in sectors such as restaurants, retail, services, health, and more, with a user base spanning the United States and international markets.

Yelp operates a leading online platform that facilitates connections between consumers and local businesses across diverse categories. The company employs a multi-product strategy, combining advertising, SaaS-based solutions, and data licensing. Its competitive advantage lies in a broad network of business relationships, proprietary content, and integrated consumer tools that enhance both user engagement and business value.

Foolish takeCOO Joseph Nachman's sale comes via his pre-arranged, 10b5-1 trading plan. Given that, his series of sales is less concerning since these are regular, programmed sales rather than based on his specific view of Yelp's prospects. It's also noteworthy that equity accounts for the majority of his pay. Last year, stock grants represented 84% of his total compensation.

While I wouldn't read much into Nachman's share sales, Yelp saw slower revenue growth in the second quarter. Total revenue increased 4% to $370.4 million. Advertising accounts for most of Yelp's top line, and the restaurants, retail, and other category fell 5%, holding back revenue growth. Management cited these industries' business challenges rather than issues related to Yelp, such as competitive forces. It notes broader economic conditions that could dampen future advertising demand.

The shares have underperformed the overall market this year. Yelp's stock price has lost 5.2% through Oct. 6 compared to the S&P 500 index's 17.2% appreciation.

GlossaryOpen-market sale: When an insider sells company shares on the public stock exchange, not through a private transaction.
SEC Form 4: A required filing disclosing insider trades by company officers, directors, or large shareholders.
Direct ownership: Shares held personally by an insider, not through trusts or indirect arrangements.
Trading plan: A pre-established schedule for buying or selling company stock, often to comply with insider trading regulations.
Disposition: The act of selling or otherwise transferring ownership of an asset, such as company shares.
Insider activity: Buying or selling of company stock by executives, directors, or major shareholders.
Increment: A fixed amount or quantity, such as a set number of shares in repeated transactions.
Cumulative net sales: The total number of shares sold minus shares bought over a specific period.
Cost-per-click: An advertising model where businesses pay each time a user clicks their ad.
SaaS-based solutions: Software provided as a service over the internet, typically via subscription.
Content licensing: Allowing others to use proprietary data or content in exchange for a fee.
TTM: The 12-month period ending with the most recent quarterly report.

Lawrence Rothman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Taiwan Semiconductor Manufacturing remains a genius way for investors to play the AI trend.

It's impossible to ignore the massive AI infrastructure deals that have been announced recently. Many of these agreements will cover multiple years of hardware deliveries, with values in the $100 billion or greater range. 

While Nvidia has so far been the go-to company for AI computing hardware (and still holds a commanding lead in the space), deals for large quantities of Broadcom's custom AI accelerator chips and AMD's GPUs have begun to become more common. This may make it harder for investors to assess which one of these chip designers will be the biggest success story moving forward.

However, all three of these companies are fabless businesses, which means that while they design chips, they don't manufacture them. Instead, they outsource the majority of their chip production to Taiwan Semiconductor Manufacturing (TSM -6.28%), which is a neutral player in this industry. I think it's one of the best-positioned stocks to benefit from the ongoing increase in spending on AI infrastructure, and investors should scoop up shares of it before 2025 is over in anticipation of what's coming in 2026 and beyond.

Image source: Getty Images.

TSMC is the semiconductor foundry market leader
There aren't a lot of advanced semiconductor factory operators in the world, mainly because TSMC has been so dominant. It's the leading chip foundry in terms of revenue by far. It also has a wide technological lead, and that lead is about to get even wider.

Currently, the most advanced chips anyone in the world makes are 3-nanometer (nm) chips. That figure reflects the sizes of certain features on the chip, and the smaller those features are, the more transistors can fit on it. Smaller features thus result in more powerful and faster chips. 

While a foundry capable of producing 3nm chips is impressive, TSMC never rests on its laurels. Its practice is to be developing processes for its next-generation node even before it's done fully integrating the last one. Later this year, TSMC is slated to begin producing 2nm chips for its clients.

These chips could be a major upgrade for AI companies, as they will consume 25% to 30% less power when configured for the same speed. Given how energy consumption has become a pain point for AI companies, that would be a welcome innovation. It could also drive even more business to TSMC as companies like Nvidia, Broadcom, and AMD design chips around this new manufacturing technology.

TSMC's next process node beyond 2nm, which it has dubbed A16, is slated for launch in 2026. Those chips will use 15% to 20% less power than the 2nm chips. Beyond that, its A14 process node chips are expected to use 25% to 30% less power than the 2nm.

TSMC is always innovating, and the chips that deliver these efficiency improvements will generate more revenue for the company. Furthermore, TSMC has locked in its leadership position, making it about as no-brainer of a stock pick as it gets. Moreover, on a valuation basis, the stock is still quite cheap compared to its peers despite its excellent growth and outlook.

TSMC's stock isn't as expensive as its peers
When compared to AMD, Nvidia, and Broadcom, TSMC's growth rate is now one of the best in the group.

TSM Revenue (Quarterly YoY Growth) data by YCharts.

Yet its stock trades at a significant discount to those chip designers on a forward price-to-earnings basis.

TSM PE Ratio (Forward) data by YCharts.

At 31 times forward earnings, TSMC's stock isn't necessarily cheap, but it's far more reasonable than the other stocks.

I think this combination makes TSMC a much better buy than some of the other AI computing hardware providers. While the other three will battle for chip design supremacy, all three of them will be using TSMC to make their chips. This keeps it positioned nicely to thrive regardless of which designers are in the lead at any given time, and I think it's one of the safer picks in this investing sector.

Keithen Drury has positions in Broadcom, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Advanced Micro Devices, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Quantum (QMCO) To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Quantum between November 15, 2024, and August 18, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648.

Click here to participate in the action.

NEW YORK, Oct. 11, 2025 (GLOBE NEWSWIRE) --

What’s Happening:

Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Quantum Corporation (“Quantum” or the “Company”) (NASDAQ:QMCO) in the United States District Court for the District of Colorado on behalf of all persons and entities who purchased or otherwise acquired Quantum securities between November 15, 2024, and August 18, 2025, both dates inclusive (the “Class Period”).Investors have until November 3, 2025 to apply to the Court to be appointed as lead plaintiff in the lawsuit. Allegation Details:

According to the lawsuit, Defendants made false and/or misleading statements and/or failed to disclose that: (1) Quantum Corporation improperly recognized revenue during the fiscal year ended March 31, 2025; (2) as a result, Quantum Corporation would need to restate its previously filed financial statements for the fiscal third quarter ended December 31, 2024; and (3) as a result, defendants' statements about its business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all times. When the true details entered the market, the lawsuit claims that investors suffered damages.
Next Steps:

If you purchased or otherwise acquired Quantum shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Marion Passmore by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you.
About Bragar Eagel & Squire, P.C.:

Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, California, and South Carolina. The firm represents individual and institutional investors in commercial, securities, derivative, and other complex litigation in state and federal courts across the country. For more information about the firm, please visit www.bespc.com. Attorney advertising. Prior results do not guarantee similar outcomes.

Follow us for updates on LinkedIn, X, and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn and X.

Contact Information:

Bragar Eagel & Squire, P.C.
Brandon Walker, Esq.

Marion Passmore, Esq.
(212) 355-4648
[email protected]
www.bespc.com

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Fortinet (FTNT) To Contact Him Directly To Discuss Their Options

If you purchased or acquired common stock in Fortinet between November 8, 2024 through August 6, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648.

Click here to participate in the action.

NEW YORK, Oct. 11, 2025 (GLOBE NEWSWIRE) --

What’s Happening:

Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Fortinet, Inc. (“Fortinet” or the “Company”) (NASDAQ:FTNT) in the United States District Court for the Northern District of California on behalf of all persons and entities who purchased or otherwise acquired Fortinet common stock between November 8, 2024 through August 6, 2025, both dates inclusive (the “Class Period”).
Investors have until November 21, 2025 to apply to the Court to be appointed as lead plaintiff in the lawsuit. Allegation Details:

The Fortinet class action lawsuit alleges that: (i) defendants knew that the refresh cycle would never be as lucrative as they represented, nor could it, because it consisted of old products that were a "small percentage" of Fortinet's business; (ii) defendants misrepresented and concealed that they did not have a clear picture of the true number of FortiGate firewalls that could be upgraded; and (iii) while telling investors that the refresh would gain momentum over the course of two years, Fortinet misrepresented and concealed that it had aggressively pushed through roughly half of the refresh in a period of months, by the end of the second quarter of 2025.
The Fortinet class action lawsuit further alleges that on August 6, 2025, Fortinet revealed during its earnings call that Fortinet was already "approximately 40% to 50% of the way through the 2026 upgrade cycle at the end of the second quarter [of 2025]." The complaint also alleges that defendants: (i) admitted that "it's hard[] for us to predict" the total number of FortiGates requiring an upgrade; (ii) suggested customers had "excess [firewall] capacity from [purchasing firewalls in] prior years" and therefore did not need to upgrade; and (iii) revealed that the refresh could not have had "much business impact" as it consisted of only a "small percentage" of Fortinet's business because the products were "12 to 15 years" old and had been sold at a time when Fortinet's business was 5-10 times smaller, meaning that the total number of FortiGates eligible for an upgrade was inherently limited. On this news, the price of Fortinet common stock fell more than 22%, according to the complaint.
Next Steps:

If you purchased or otherwise acquired Fortinet shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Marion Passmore by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you.
About Bragar Eagel & Squire, P.C.:

Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, California, and South Carolina. The firm represents individual and institutional investors in commercial, securities, derivative, and other complex litigation in state and federal courts across the country. For more information about the firm, please visit www.bespc.com. Attorney advertising. Prior results do not guarantee similar outcomes.

Follow us for updates on LinkedIn, X, and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn and X.

Contact Information:

Bragar Eagel & Squire, P.C.
Brandon Walker, Esq.
Marion Passmore, Esq.
(212) 355-4648
[email protected]
www.bespc.com

Delivra Health Brands Inc. (TSX-V:DHB, OTCQB:DHBUF) chief executive officer Gord Davey spoke with Proactive about the company’s strong year-end results and its strategic direction for sustained growth.  

Davey highlighted that for the third consecutive year, the company delivered positive adjusted EBITDA and achieved an 8% year-over-year revenue increase, all while maintaining strong gross margins of 51%. 

Davey explained that this performance reflects Delivra Health’s transformation from stabilization to expansion, saying, “Our year-end results continue to show the progress that we're making… our company is growing and sustainable.” 

He outlined five pillars driving future growth: strengthening key retail accounts across North America, pursuing global expansion into new markets including Latin America and Europe, continuing product innovation, exploring mergers and acquisitions with like-minded wellness brands, and investing in marketing initiatives for long-term brand awareness. 

Recent marketing programs such as “Shush Your Mind” for Dream Water and LivRelief’s chronic pain campaign have already demonstrated strong consumer engagement and brand visibility. 

Davey emphasized that innovation and sustainability remain central to Delivra Health’s mission as it continues to expand its footprint in the health and wellness sector. 

Proactive: Welcome back inside our Proactive newsroom. Joining me now is Gord Davey, CEO of Delivra Health Brands Inc. Let’s talk about your year-end numbers for 2025. It shows that over the last couple of years you’ve seen real progress, moving from trying to save the company to growing it. That’s a big move forward. 

Gord Davey: Yeah, I think you're right. Our year-end results continue to show the progress we're making. For the third year in a row, we’re showing positive adjusted EBITDA, which shows that the company is growing and sustainable. Our revenue is up 8% year over year, even as we’ve been revamping our LivRelief infused business. 

Our margins remain strong at 51%, which is important for sustainability and the ability to reinvest back into the company. These combined results set us up for a tremendous future for Delivra Health Brands. 

Let’s talk about the future. How do you take what you’ve done over the last three years and move it forward? 

That’s really important. We’re very focused on growth and have identified five pillars that will continue to drive us forward. 

The first is traction in our key accounts across North America. We’re continuing to grow in large convenience chains like Circle K and 7-Eleven, and in drugstores such as Shoppers Drug Mart, London Drugs, and Rexall. We’re also present in every airport in North America through Paradies Lagardère, Hudson News, and WH Smith. We’re expanding our presence with large club retailers and major U.S. drugstore chains. 

The second pillar is global expansion. We’ve already seen success in the Middle East, and we’re planning to expand into Latin America and Europe, where there’s demand for health and wellness products. 

The third pillar is innovation. We’ll continue to bring new, innovative products to the market to ensure long-term sustainability for Delivra Health Brands. 

The fourth is M&A activity. There are many opportunities out there, and we’ll look to add like-minded health and wellness brands that align with our values. 

Finally, the fifth pillar is marketing and brand awareness. We’ll continue to build recognition for our brands to ensure long-term sustainability. These five pillars will continue to drive Delivra Health Brands. 

On the marketing side, you launched an initiative a while back that proved successful. Getting people to know your brands seems really important moving forward. 

I couldn’t agree more. Our “Shush Your Mind” program with Dream Water and our LivRelief chronic pain campaign have both been very successful, bringing significant attention to our brands. 

Quotes have been lightly edited for clarity and style

, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of National Grid plc (NYSE: NGG) resulting from allegations that National Grid plc may have issued materially misleading business information to the investing public.

So What: If you purchased National Grid securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

What to do next: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=41344 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

What is this about: On July 2, 2025, Reuters published an article entitled "'Preventable' National Grid failures led to Heathrow fire, findings say." The article stated that a "fire that shut London's Heathrow airport in March, stranding thousands of people, was caused by the UK power grid's failure to maintain an electricity substation, an official report said on Wednesday, prompting the energy watchdog to open a probe." Further, the article stated that the United Kingdom's Energy minister, Ed Miliband, had "called the report "deeply concerning", after it concluded that the issue which caused the fire was identified seven years ago but went unaddressed by power grid operator National Grid[.]"

On this news, National Grid American Depositary Shares' ("ADSs") fell 5%, on July 2, 2024.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. At the time Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

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The Rosen Law Firm, P.A.
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SOURCE THE ROSEN LAW FIRM, P. A.

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Graphene Manufacturing Group Ltd (TSX-V:GMG, OTCQX:GMGMF) managing director and CEO Craig Nicol talked with Proactive about the company’s recent regulatory and commercial developments.

Nicol confirmed that the company had successfully secured REACH registration for Europe, a move that unlocks access to major markets for GMG’s coatings and lubricants.

Proactive: Hello, you're watching Proactive. Joining me is Graphene Manufacturing Group Managing Director and CEO Craig Nicol. Craig, good to speak with you, and congratulations on getting that REACH registration. How significant is this milestone for GMG and what does it mean for THERMAL-XR sales in Europe?

Craig Nicol: Yeah, thanks for having me back on. REACH registration is always significant. There's obviously a significant market for our coating and our lubricant in Europe. Obviously, G LUBRICANT has a very large market opportunity in Europe, helping diesel and petrol engines reduce their emissions and save fuel. So we're very happy to get this REACH registration. There was definitely some complexity involved. It's not the usual thing, but we got through that. And now we're focusing on going through to our distributors—who we're already working with—and making sure they know how to get orders in place and move to the next phase of actually taking those orders and delivering them.

Where do you see the biggest commercial opportunities emerging for THERMAL-XR, and how does this fit into your global rollout strategy?

Yeah, so THERMAL-XR has many different angles to it. It's a gift that keeps giving—that’s the best way to describe it. We're obviously waiting for the EPA approval in America, which we are hoping to get by the end of this year in December. That will result in large volumes coming through from our partner, Nu-Calgon, who is the largest distributor of HVACR chemicals in North America. That’s still the biggest market for coatings in the world. Coatings on air conditioning systems are well understood in North America. In Europe, it's probably less so. It's a smaller market, and people also use coatings and air conditioners less frequently. There's more usage in the Mediterranean regions, where air conditioning is more common.

So, while REACH registration helps with various products, the ability to sell G LUBRICANT into Europe is really the big opportunity. That product offers a significant amount of truck fuel savings that we can provide to our potential distributor customers across Europe. That’s one of the big things we’re really excited about.

You just launched the GMG Spray Academy. What's the purpose behind it and how will training accredited technicians help scale adoption of THERMAL-XR?

Yeah, so spraying our coating is something that we’ve recognised we need to help the industry with. It’s not that we’re the only ones who know how to do it, but we have to enable people to do it properly. It’s not complicated, but you do need training. Then we can offer certification. We provide that through the Spray Academy online, so people anywhere in the world can access it. We’re also launching e-learning soon, so it can be done at any time, anywhere.

Once you've done the training and are certified by us, you can then provide the five-year warranty for the coating, which is significant. That provides customers with peace of mind. The service must be done by an accredited provider in order to qualify for that warranty. That’s one of the main benefits of going through the Spray Academy.

Craig, with European market access now secured and training programs underway, what are the next major milestones or catalysts that investors should be watching out for?

Yeah, we’re really looking to crystallise some distributor orders. Some will come through but may not be announced, while others—if larger—will be announced. We’ll work that out as they come. We’ll generally be taking orders from palletised stock. As those progress and we start getting stock in, we’ll be able to ship that out.

We’ve already launched the order process and the entire supply program for that. We’re in the process of creating warehouses and choosing logistics partners. So the whole delivery mechanism is being built—or is almost completely built. The order process system is there, and we’re continuously upgrading and building our sales team as well. All of that enables us to have both a sales and delivery machine, which is what’s needed to fulfil what will be thousands of units at a time. That’s really what customers are looking for.

Quotes have lightly edited for clarity and style

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Nvidia's sovereign AI business is on track to grow annual revenue much faster than its overall business.

In late August, I was listening to Nvidia's (NVDA -4.84%) earnings call for its fiscal second quarter (ended July 27). When Colette Kress, CFO of the artificial intelligence (AI) tech leader, gave quantifiable data about the company's sovereign AI business, I thought, "Finally!" as such data is only rarely shared.

Nvidia's sovereign AI business is growing like gangbusters. It appears to be the biggest growth engine of the company's AI-driven data center platform, which accounts for the bulk of Nvidia's total revenue. Yet, it gets little coverage in the financial press.

"Sovereign entities" are those that are independent and have total or at least significant control within their borders. This includes many nations, U.S. states, and the European Union (EU).

Image source: Getty Images.

Nvidia "on track to achieve over $20 billion in sovereign AI revenue this year"
From Kress' remarks on last quarter's earnings call:

Sovereign AI is on the rise as the nation's ability to develop its own AI using domestic infrastructure, data, and talent presents a significant opportunity for NVIDIA Corporation. NVIDIA Corporation is at the forefront of landmark initiatives across the UK and Europe. ...

We are on track to achieve over $20 billion in Sovereign AI revenue this year, more than double that of last year.

I'll put the $20 billion in context below.

Kress said that the EU plans to invest 20 billion euros to establish 20 AI factories in France, Germany, Italy, and Spain. This will include five gigafactories, and it will increase its AI compute infrastructure by 10-fold.

A "gigafactory" means that the AI compute facility will contain the number of Nvidia's graphics processing units (GPUs) -- which dominate the market for AI chips -- that require at least 1 gigawatt of power. For context, 1 gigawatt (or 1,000 megawatts) equates to about the power output of a large-scale nuclear power plant.

Nvidia CEO: "Nations are investing in AI infrastructure like they once did for electricity and the Internet."
The above quote is from CEO Jensen Huang's remarks on Nvidia's fiscal first-quarter earnings call in May. Here are more Huang snippets from that call:

I was honored to join him [President Donald Trump, in May] in announcing a 500-megawatt AI infrastructure project in Saudi Arabia ...

[In May,] we announced Taiwan's first AI factory ... Last week, I was in Sweden to launch its first national AI infrastructure. Japan, Korea, India, Canada, France, the UK, Germany, Italy, Spain, and more are now building national AI factories to empower startups, industries, and societies. ... [N]ations are investing in AI infrastructure like they once did for electricity and the Internet.

All the countries that Huang rattled off as building sovereign AI infrastructure are using Nvidia's GPUs and related technology. Talk about big customers!

Putting the sovereign AI business' projected annual growth in context
For the current fiscal year (fiscal 2026, which ends in late January), Wall Street expects Nvidia's revenue to be $206.5 billion, up 58% from $130.5 billion last fiscal year. If that estimate proves relatively accurate and the sovereign AI business brings in revenue of $20 billion, it will account for about 9.7% of total revenue. And Kress said "over $20 billion," so the percentage could be higher.

Below are more stats for further context.

Nvidia Market Platform

First-Half Fiscal 2026 Revenue
Year-Over-Year-Growth*

Data center
$80.2 billion
64%

Gaming
$8.1 billion
46%

Auto
$1.2 billion
70%

Professional Visualization
$1.1 billion
26%

Total
$90.8 billion
62%

Data source: Nvidia. *Calculations by author.

The above are half-year stats, but they give you an idea of what a standout performer Nvidia's sovereign AI business is. Given the annual projections Kress shared, this business probably generated first-half revenue in the ballpark of $8 billion, or 10% of the data center's revenue, and likely grew 100%-plus year over year.

Why Nvidia's sovereign AI strategy is particularly brilliant
Nvidia is not only selling its technology to sovereign entities, it's also assisting them in their massive undertakings. These relationships should make Nvidia's sovereign AI business especially "sticky." Countries that are happy with Nvidia are likely to stick with Nvidia when they want to upgrade or expand their AI infrastructure.

The sovereign AI business should also lead to other opportunities for Nvidia. Companies, researchers, and technology students that use and become familiar with a country's sovereign AI infrastructure will probably be more likely to buy Nvidia's offerings if and when they need their own AI-enabling tech.

Beth McKenna has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.

Image Credits:Andrew Harnik / Getty Images

9:57 AM PDT · October 11, 2025

President Donald Trump declared Friday that he will impose a 100% tariff on all imports from China, while also imposing export controls on “any and all critical software” from the United States.

This is the latest move in what looks like an escalating trade conflict between the United States and China. In a Truth Social post announcing the tariffs, Trump also said this new tariff would be “over and above” any tariffs already imposed on Chinese imports. (CNBC reports that while U.S. tariffs on Chinese imports vary depending on the goods, the base tariff rate is already 40%.)

Earlier this week, China announced that it is tightening its export controls on rare earth minerals, requiring that foreign companies apply for a license if they want to export products with even a small amount of those minerals. China is the world’s largest producer of rare earth minerals, which are used in products critical to the tech industry, including semiconductors and solar panels.

In his post, Trump described China’s announcement as “absolutely unheard of in International Trade, and a moral disgrace in dealing with other Nations.”

“It is impossible to believe that China would have taken such an action, but they have, and the rest is History,” he wrote.

According to Trump, these new tariffs are set to take effect on November 1. After posting, Trump reportedly told journalists that the tariffs could still be walked back, and that he would not necessarily cancel a scheduled meeting with President Xi Jinping.

Stocks tumbled following Trump’s announcement, with the Dow Jones Industrial Average down 1.9% at market close on Friday, the S&P 500 down 2.71% and Nasdaq down 3.56%. Some tech companies were hit particularly hard, with Nvidia and Tesla both down around 5% at market close.

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The news also affected the crypto markets, leading to liquidations that were reportedly 10x the dollar value of liquidations during the FTX collapse.

Topics

Anthony Ha is TechCrunch’s weekend editor. Previously, he worked as a tech reporter at Adweek, a senior editor at VentureBeat, a local government reporter at the Hollister Free Lance, and vice president of content at a VC firm. He lives in New York City.

You can contact or verify outreach from Anthony by emailing [email protected].

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The Ethereum price suffered a steep decline as panic gripped global markets, pulling ETH/USD from near $4,300 to a low of $3,510 before partially rebounding toward $3,830. The move came amid one of the largest single-day selloffs of 2025, fueled by nearly $19 billion in crypto liquidations. 

This scared market participants and institutions worldwide, even the most sturdiest Blackrock ETH ETF product “ETHA” saw $80.2 million outflow alongside the outflows by other AUM’s.

Broader market sentiment turned sharply risk-off following renewed geopolitical tensions and macroeconomic uncertainty. The ETH price today mirrored the overall crypto downturn, with Bitcoin, Solana, and other large-cap tokens facing double-digit losses. 

Despite the steep drop, Ethereum managed to stabilize slightly above $3,800 as buyers stepped in at major technical support levels.

Tariff Shock Triggers Sell-Off Across MarketsThe catalyst behind the decline stemmed from political headlines rather than blockchain fundamentals. Late Friday, President Donald Trump announced via Truth Social that the U.S. would impose a 100% tariff on Chinese imports starting November 1. He also hinted the move could come sooner, depending on China’s response.

In addition, it was rumoured that Trump would not meet with Chinese President Xi Jinping during the upcoming APEC South Korea 2025 summit on Oct 29-31, but he denied this rumour personally, today in the media. A signal that trade tensions could have a chance to get better rather than intensify as Trump is already becoming more angrier. 

Trump confirms that he hasn't cancelled his meeting with Xi, "But I don't know that we're going to have it, but I'm going to be there regardless, so I would assume we might have it." pic.twitter.com/wtumDoDU3D

— D. Scott @eclipsethis2003 (@eclipsethis2003) October 11, 2025 However, the spike in tariff rate majorly rattled both traditional and digital asset markets, triggering widespread selling pressure.

Global indices reacted swiftly: the S&P 500 fell 2.71%, the Dow Jones dropped nearly 1.90%, while gold often seen as a safe-haven surged 1.02% to $4,016 per ounce. As investors sought stability, ETH crypto and other risk assets experienced sharp outflows.

Technical Picture Turns Bearish but Long-Term Outlook HoldsFrom a technical standpoint, the Ethereum price chart shows a temporary breakdown in bullish momentum. A bearish crossover between the 20-day and 50-day exponential moving averages (EMA) confirmed short-term selling pressure. 

However, the 200-day EMA, a critical long-term support indicator, continues to hold firm, preventing deeper losses for now.

If the 200-day EMA and the $3,500 support zone remain intact, a recovery toward $3,900 or even $4,100 is possible in the short term. But a decisive break below this level could expose Ethereum to further downside, with potential targets near $3,100 or even $2,600 according to the ETH price forecast.

Still, long-term market observers remain cautiously optimistic. Despite short-term volatility, Ethereum’s on-chain health, active developer ecosystem, and continued staking participation could support gradual recovery once macroeconomic pressures ease.

Buyers Eye Recovery as Macro Factors StabilizeAs the market digests the impact of tariffs and potential rate adjustments, traders are watching how Ethereum price USD behaves near its long-term support. A stabilization above $3,500 could renew buying momentum, especially as institutional accumulation resumes across key exchange addresses.

At this point, the Ethereum price sits at a crucial crossroads holding above its lifeline support could determine whether the current correction becomes a springboard for the next bullish wave or extends into a deeper pullback phase.

Trust with CoinPedia:CoinPedia has been delivering accurate and timely cryptocurrency and blockchain updates since 2017. All content is created by our expert panel of analysts and journalists, following strict Editorial Guidelines based on E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness). Every article is fact-checked against reputable sources to ensure accuracy, transparency, and reliability. Our review policy guarantees unbiased evaluations when recommending exchanges, platforms, or tools. We strive to provide timely updates about everything crypto & blockchain, right from startups to industry majors.

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Original U.Today article

Sat, 11/10/2025 - 14:35

Can rate of Ethereum (ETH) bounce back to $4,000 range?

Cover image via U.Today

Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.

The prices of most coins are going down today, according to CoinStats.

ETH chart by CoinStatsETH/USDThe rate of Ethereum (ETH) has dropped by 12.26% over the last day.

Image by TradingViewOn the hourly chart, the price of ETH is far from the support and resistance levels. The volume is low, which means traders are unlikely to witness sharp moves by tomorrow.

Image by TradingViewOn the bigger time frame, one should focus on the daily candle closure in terms of the $3,815 level.

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If it happens above that mark, bulls may seize the initiative, which may lead to a bounce back to the $4,000 zone.

Image by TradingViewFrom the midterm point of view, sellers are controlling the situation on the market. The volume remains relatively low, confirming the absence of bulls' and bears' energy. In this case, sideways trading in the range of $3,600-$4,000 is the more likely scenario.

Ethereum is trading at $3,820 at press time.

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The crypto market has been hit by a brutal weekend sell-off, with more than $19 billion in leveraged positions wiped out in 24 hours. Bitcoin (BTC), Ethereum (ETH), and Dogecoin (DOGE) are all trading deep in the red as renewed U.S.–China trade tensions and cascading liquidations hammer risk assets across the board.

At the time of writing, Bitcoin trades near $112,400, Ethereum has slipped toward $3,826.57, and Dogecoin hovers below $0.19, marking one of the most violent shakeouts since the FTX collapse

Looks like Trump put 100% tariffs on crypto

— zerohedge (@zerohedge) October 10, 2025

Bitcoin Price Plunges as Liquidations Sweep the Market
Bitcoin’s price collapsed by over 9.8% on Saturday, erasing nearly all its October gains and triggering what analysts call “one of the largest liquidation events in crypto history.” CoinGlass data shows that close to $20 billion in positions were flushed out within a single session, with long traders taking the biggest hit.

The sell-off began shortly after U.S. President Donald Trump announced a 100 % tariff on Chinese tech imports starting November 1, alongside fresh export controls on critical software. The statement reignited fears of a full-scale trade war with China, sending the Nasdaq and S&P 500 sharply lower and spilling over into digital assets.

Analysts call this drawdown “a necessary reset” in an overheated market, noting that Bitcoin remains in a broader uptrend despite the flush.

Some note that every cycle has its purge, the strong hands are watching for reclaim signals above $115,000 to re-enter.

Ethereum Price Prediction: ETH Slides Below $3,900 as Market Fear Takes Over
Ethereum has joined Bitcoin in this weekend’s crypto bloodbath, tumbling under the weight of massive liquidations and renewed panic across the market. The Ethereum price plunged to $3,826.57, erasing nearly all of its October gains and coming within striking distance of the $3,700 support zone that traders have been defending for weeks.

The sudden reversal blindsided many short-term traders who had been betting on a quick rebound. As leveraged positions started getting liquidated across major exchanges, selling pressure on Ethereum snowballed. Long traders were forced to exit in a hurry, adding to the panic. Because Ethereum tends to move in lockstep with Bitcoin during volatile phases, the decline spread quickly across the altcoin market as investors shifted their funds into stablecoins to ride out the storm.

Ethereum briefly slipped beneath its 20-day moving average, a level that had underpinned the recent uptrend. That break sparked technical selling and a noticeable uptick in exchange inflows, often a sign that holders are moving coins off cold wallets to liquidate during panic conditions.

If the market fails to reclaim the $3,900–$4,000 area, Ethereum could slide toward $3,500, a zone that previously acted as a strong accumulation base in September. Still, analysts say that as long as ETH holds above $3,700, the broader uptrend remains intact, though sentiment right now is firmly risk-off.

Dogecoin Price Plunges 12% as Meme-Coin Market Loses Steam
Dogecoin has joined the broader crypto sell-off, sliding more than 12% today to trade near $0.19. The decline wiped roughly $4 billion from its market capitalization, which now stands around $28.9 billion, according to real-time market data.

The move follows Bitcoin’s and Ethereum’s steep weekend losses, underscoring how fragile sentiment has become across high-beta altcoins. Dogecoin’s drop accelerated once it broke below the $0.20 psychological support, triggering automated liquidations and stop-loss orders across major exchanges.

For a coin that thrives on retail enthusiasm, the sudden lack of bid volume was striking. Traders report thin order books and sharp wicks across spot and futures markets, a sign of panic-driven selling rather than coordinated profit-taking. In the span of a few hours, the meme-coin that once symbolized optimism turned into a barometer of fear.

Technically, Dogecoin now sits just above a critical support zone around $0.18–$0.19. Losing this range could open the door to a deeper correction toward $0.15, where previous accumulation took place in mid-September. On the upside, bulls need to reclaim $0.22 quickly to prove that this drop was a shakeout rather than the start of a longer retracement.

Dogecoin’s volatility often amplifies broader risk sentiment. When Bitcoin steadies, DOGE tends to rebound faster, but in today’s market, traders are cautious. For now, the focus remains on whether the meme-coin can hold its footing above $0.19, a level that may decide if this correction stabilizes or deepens further.

What’s Next for Bitcoin, Ethereum, Dogecoin Post Crash?
Despite the carnage, analysts remain divided on what comes next. Some argue that the market is forming a bullish higher low above the September bottom. Calling this a shakeout before the final leg higher, hinting that Bitcoin remains structurally strong.

For now, traders are eyeing $120,000 as the key resistance level to reclaim. A sustained move above that could restore bullish momentum toward $135,000. On the downside, $105,000–$108,000 remains critical support.

Meanwhile, the Fear and Greed Index has plunged from 72 (“Greed”) to 53 (“Fear”) in a single day, signaling shaken confidence but also potential opportunity for long-term investors.

Crypto Market Outlook: Volatility Is the New Normal
While the $19 billion liquidation headline dominates sentiment, the underlying trend remains intact, crypto is still in a higher-lows structure on the monthly chart. The sell-off may well be remembered as a capitulation event rather than the start of a new bear market.

Veteran traders caution against panic. The market needed to flush excess leverage, and those who understand liquidity cycles will see this as a gift, not a threat.

As global markets adjust to the new tariff era, Bitcoin, Ethereum, and Dogecoin will remain the focus for traders watching whether crypto can rebound from one of its sharpest weekend crashes in recent memory.

How much was liquidated in the crypto crash?

Roughly $19–20 billion in leveraged positions were wiped out within 24 hours, making it one of the largest liquidation events in crypto history.

Should I buy the dip in crypto?

Not blindly. Focus on assets with strong on-chain activity and clear fundamentals. Scale in slowly rather than going all in during high volatility.

When will crypto recover?

Recovery depends on macro sentiment and liquidity returning to markets. Historically, large wipeouts take weeks to stabilize before upside momentum resumes.

Bitcoin price prediction after the crash

If Bitcoin reclaims $120,000, a move toward $135,000 becomes likely. But sustained weakness below $108,000 could extend the correction toward $100,000.

How to avoid liquidation in crypto trading

Use lower leverage, set stop-losses, and size positions so a normal market swing doesn’t wipe out your capital. Avoid overexposure when volatility spikes.

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