Market Signal Briefing

The possibilities for CoreWeave's future are all over the map. But a middle-of-the-road scenario looks quite promising.

What's the most exciting initial public offering (IPO) of 2025? My vote would go to CoreWeave (CRWV -3.32%). Its IPO was the biggest for a tech stock since 2021.

Sure, CoreWeave had to lower its planned IPO share price. However, that was due more to broader market headwinds than anything related to the company itself. At any rate, CoreWeave stock has nonetheless performed exceptionally well. It ranks among the biggest large-cap winners of the year.

But that's all water under the bridge now. Where will CoreWeave stock be in five years?

Image source: Getty Images.

CoreWeave's future largely hinges on three key factors
To make an educated guess about CoreWeave's prospects, we have to first understand its business. The company is one of a handful of artificial intelligence (AI) hyperscalers. Its sole focus is providing infrastructure designed to support the workloads of AI systems, especially generative AI applications.

The most important factor affecting where CoreWeave stock will be in 2030 is almost certainly how strong the demand for AI infrastructure will be through the rest of the decade. As of right now, the prognosis looks great. Exhibit A is that CoreWeave's revenue more than tripled year over year in its latest quarter.

Next on the list, in my view, is how well CoreWeave can keep up with the demand. CEO and co-founder Michael Intrator said in the company's Q2 update, "We are scaling rapidly as we look to meet the unprecedented demand for AI." Such a massive buildout is expensive. That's the main reason CoreWeave remains unprofitable.

Electricity supply could also be a constraint. Consulting giant Deloitte estimates that power demand from U.S. AI data centers could skyrocket more than 30x by 2035 to 123 gigawatts.

CoreWeave's future hinges on a third factor, too: competition. The hyperscaler's rivals include some of the biggest companies on the planet with exceptionally deep pockets. If AI infrastructure demand slows, the competitive threats could become more pronounced.

Potential scenarios
With those factors in mind, let's explore a few potential scenarios for CoreWeave. I'll start with the most optimistic one.

An explosion in AI infrastructure demand fueled by AI advances
The AI demand we've seen thus far could be only the tip of the iceberg. Agentic AI remains in its early stages of adoption. Artificial general intelligence (AGI) and artificial superintelligence (ASI) aren't the stuff of science fiction anymore. Major companies are investing heavily in developing these game-changing AI breakthroughs.

In this scenario, CoreWeave's growth would be impressive. The company could probably generate revenue of over $200 billion in 2030. At the current average price-to-sales ratio of 8 for the internet services and infrastructure industry, that would translate to a market cap for CoreWeave of at least $1.6 trillion -- a gain of roughly 23x in five years.

One wrinkle in this scenario, though, is that the biggest hyperscalers could view CoreWeave as an attractive acquisition target to boost their own capacity. The purchase price would depend on the timing of such a potential buyout: The earlier in the AI infrastructure explosion, the less expensive acquiring CoreWeave would be.

Solid AI infrastructure demand growth
In this scenario, AI infrastructure demand continues to grow at a robust (although not explosive) pace. We probably wouldn't see AGI or ASI emerge over the next five years. However, agentic AI could gain more widespread adoption.

I think CoreWeave could realistically rake in revenue in the ballpark of $60 billion in this scenario. That number reflects an increase of around 12x from Wall Street's consensus revenue estimate for 2025. Using the average industry P/S multiple of 8, that would put CoreWeave's market cap at $480 billion or so. Its share price would need to grow nearly 7x to hit that mark.

Weak AI infrastructure demand growth
Now, let's suppose AI infrastructure demand tapers off dramatically. This scenario would likely be devastating for CoreWeave. Its stock already has significant growth baked into the share price with a P/S ratio of 19.

If CoreWeave fell to the current industry average P/S multiple, its stock could plunge by at least 50%. However, I suspect that the average would itself decline quite a bit if AI infrastructure demand slowed to a crawl. A decline of 70% or more for CoreWeave's share price probably wouldn't be out of the question in this scenario.

A prediction for CoreWeave in 2030
The easiest prediction for CoreWeave in 2030 is to go with something along the lines of the middle-of-the-road scenario mentioned above. Even if that scenario is still overly optimistic, I could easily see CoreWeave being worth at least $200 billion by the end of the decade. A gain of almost 3x in just five years isn't too shabby.

Keith Speights 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.

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.

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Northstar Gold Corp. (CSE:NSG) earlier this week announced it had entered into a definitive agreement with Novamera to implement its proprietary “surgical mining” technology at the company’s Cam Copper Zone 2 deposit in Ontario.

The company said the agreement marks a major advancement following extensive discussions through the summer of 2025. Novamera’s technology, which uses large-diameter rotary drills and proprietary downhole sensors, is designed to precisely target mineralised zones while minimising surface disruption.

Northstar said the approach is particularly well-suited for Cam Copper’s near-surface, high-grade mineralisation.

Chief executive Brian Fowler told Proactive that the target mineralisation extends down to 200 metres and the zone could deliver a projected mining grade of around 7% copper.

He added, “Our projections are that we could have a mining grade of around 7% copper.”

The company highlighted that Novamera’s sensors provide real-time imaging and generate detailed 3D models of the ore body.

This technology is expected to support efficient drilling and reduce waste. Novamera plans to drill 93 extraction holes and recover up to 116,000 tons of material over an estimated period of 31 months.

Under the agreement, Northstar will provide CAD 1.5 million in staged payments to support logistics, planning, and equipment readiness.

The company will also be responsible for securing necessary permits and completing a NI 43-101 report and formal resource estimate, which is expected by the end of November 2025.

Fowler noted that additional drilling at Cam Copper Zone 2 is planned for later in the fall.

The company said the partnership reflects its commitment to modern, efficient mining practices, and positions Cam Copper Zone 2 for potential near-term development.

It also suggested that real-time analytics and detailed structural models from Novamera’s system could materially improve project economics and decision-making.

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.

The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

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.

TNR Gold Corp (TSX-V:TNR, OTC:TRRXF) executive chairman Kirill Klip talked with Proactive about the latest developments at the company, following McEwen Copper’s announcement that its Los Azules copper project in Argentina has joined the country’s Large Investment Incentive Regime.

Klip said the inclusion marks a “major milestone” for TNR Gold’s green energy metals, royalty, and gold business, paving the way for the upcoming feasibility study and potential construction decision.

He emphasized that the regime provides crucial legal and fiscal stability, noting “we are talking about the most important thing in mining — certainty.”

Proactive: Hello, you’re watching Proactive. Joining me is TNR Gold executive chairman Kirill Klip. Kirill, very good to speak with you. McEwen Copper has announced that its Los Azules project in Argentina has joined Argentina's Large Investment Incentive Regime. Tell us more about that, because it sounds like good news.

Kirill Klip: Yes, good afternoon. We have another major milestone for our green energy metals, royalty, and gold company, TNR Gold. Rob McEwen announced that Argentina accepted the giant Los Azules copper project into the program of Argentina's large incentives. So now we have a clear way toward the feasibility study and the following construction decision, hopefully.

What are some of the key benefits of the regime? What do they mean for the project?

These benefits are crucial for the economic assessment of the project. The most important thing in mining is certainty — legal certainty. We’re talking about a 30-year plan. Los Azules has a mine life of 27 years, and now we can count on stability in Argentina.

Another very important aspect is the reduction of the tax rate to 25%, the reduction of the dividend tax rate by up to 50%, and a very favorable foreign exchange regime and smoother customs transition of goods. All these are important for this giant copper, gold, and silver project, and they can now be incorporated into the upcoming feasibility study.

So what are the next steps as you move toward that feasibility study and eventual construction of the project?

It’s very important that Rob McEwen and his team can now incorporate all these economic benefits into the upcoming feasibility study. We expect an increased mineral resource because the previous preliminary economic assessment, released in June 2023, only included drilling results up to December 2022.

Hopefully, this very large project — already among the ten largest copper projects in the world — could become even larger. It currently hosts 10.9 billion pounds of copper in the indicated category and 26.7 billion pounds in the inferred category. Rob McEwen compares it to a giant gold project with around 50 million ounces of gold equivalent.

Financing is also coming together. The IFC has supported McEwen Copper through a key collaboration. Another positive aspect?

Yes, this was another very important development for Los Azules. The IFC has made a collaboration agreement with McEwen Copper, paving the way for project financing. The IFC could become an equity partner and also the lead lender for the project’s construction.

It’s a vote of confidence for the project and for Argentina as a whole. Rob McEwen also aims to produce not copper concentrate, but copper plate ready for direct use by other producers.

Can you comment on M&A activity in the royalty space and what that means for the potential valuation for TNR Gold’s NSR on Los Azules?

Yes. With rising gold and copper prices, we’re seeing a lot of M&A activity among royalty companies. It’s a small space with only a few dozen players, and there’s strong interest in our NSR royalty on Los Azules.

Rob McEwen estimated his royalty could be as high as $100 million, which gives us a potential valuation of over $30 million for our NSR royalty. That might even be conservative.

Fundamental Research recently issued a new report on TNR Gold, increasing our share price target from $0.28 to $0.30. They estimate that at current copper prices, we could be talking about potential $10 million per year in cash royalty generation when the project reaches production.

We’ve already delivered a 100% plus increase in TNR Gold’s share price this year, and now we’re working toward another major milestone — another 100% increase in market valuation, hopefully this year.

Quotes have been lightly edited for clarity and style

Sarasin & Partners LLP reported a significant sale of Tetra Tech shares valued at an estimated $155.35 million for the quarter ended Sept. 30, 2025, according to an SEC filing dated Oct. 10, 2025.

What happenedSarasin & Partners LLP disclosed in its SEC Form 13F filing dated Oct. 10, that it sold 4,273,853 shares of Tetra Tech (TTEK -0.99%) during Q3 2025. The estimated transaction value, based on the quarterly average price, was approximately $155.35 million. The fund now holds 409,723 shares valued at $13.8 million, amounting to 0.14% of its $10.2 billion reportable U.S. equity portfolio as of Sept. 30, 2025.

What else to knowThis sale reduced Tetra Tech's weighting from 1.68% to 0.14% of Sarasin & Partners LLP’s 13F assets under management as of Q3 2025.

Top holdings after the filing:

Microsoft: $1.02 billion (10.0% of AUM)Nvidia: $828.6 million (8.1% of AUM) Amazon: $570 million (5.6% of AUM) Alphabet: $556.6 million (5.5% of AUM)Meta Platforms: $456.1 million (4.5% of AUM)As of Oct. 9, 2025, shares of Tetra Tech were priced at $34.30, down 30.7% over the past year and underperforming the S&P 500 by 47.6 percentage points

Company OverviewMetricValueRevenue (TTM)$5.20 billionNet Income (TTM)$333.38 millionDividend Yield0.72%Price (as of market close 2025-10-09)$34.30Company SnapshotTetra Tech provides consulting and engineering services, including data analytics, environmental monitoring, engineering design, and project management, with a focus on water resources, climate change, energy management, and infrastructure.

The company generates revenue from government contracts, commercial clients, and international development agencies through specialized engineering and consulting solutions.

Primary customers include federal, state, and local governments, utilities, natural resource companies, and organizations seeking sustainable infrastructure and environmental solutions.

Tetra Tech offers consulting and engineering services with a global presence and a diversified client base. The company leverages technical expertise in environmental management, water resources, and infrastructure to deliver high-value solutions for both government and commercial sectors. Tetra Tech's scale and specialized service offerings position it as a trusted partner for complex, sustainability-focused projects worldwide.

Foolish takeBy reducing its position by more than 90%, Sarasin is implying a lack of conviction in Tetra Tech's future business. That may be related to headwinds created by a reduction in the size of government and added scrutiny on government contracts by the current administration.

The Department of Government Efficiency (DOGE) initiated an ongoing practice of cutting federal staffing and spending. Tetra Tech stock has tumbled by 30% over the last 12 months in that environment. The stock has recovered in recent months, though, with a jump of 16% since April.

That came as the company reported a strong fiscal third quarter, with earnings per share jumping 34% year over year. Sarasin looks to have taken advantage of those gains to nearly fully exit its position in Tetra Tech.

Glossary13F: A quarterly SEC filing by institutional investment managers disclosing their U.S. equity holdings.
Assets Under Management (AUM): The total market value of investments managed on behalf of clients by a fund or firm.
Quarterly Average Price: The average price of a security over a three-month reporting period.
Weighting: The proportion of a specific holding relative to the total value of a portfolio.
Reportable Assets: Investments that must be disclosed in regulatory filings, such as those required by the SEC.
Dividend Yield: A financial ratio showing how much a company pays in dividends each year relative to its share price.
TTM: The 12-month period ending with the most recent quarterly report.
Consulting and Engineering Services: Professional services providing expert advice and technical solutions for design, construction, and management of projects.
Government Contracts: Agreements in which a government entity purchases goods or services from a company.
Sustainable Infrastructure: Infrastructure designed to minimize environmental impact and support long-term ecological balance.

Howard Smith has positions in Alphabet, Amazon, Microsoft, and Nvidia and has the following options: short October 2025 $160 calls on Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

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

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Fortinet, Inc. (NASDAQ: FTNT) between November 8, 2024 and August 6, 2025, both dates inclusive (the “Class Period”), of the important November 21, 2025 lead plaintiff deadline.

SO WHAT: If you purchased Fortinet common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Fortinet class action, go to https://rosenlegal.com/submit-form/?case_id=45210 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 21, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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. 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. 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.

DETAILS OF THE CASE: According to the lawsuit, defendants made materially false and misleading statements concerning the business impact and sustainability of a purportedly “record” round of FortiGate unit upgrades. Defendants represented that this “refresh cycle” was “by far the largest we’ve seen probably ever,” would generate “around $400 million to $450 million in product revenue” in 2025 and 2026, and would create strong opportunities to cross-sell additional products and services. Defendants also represented that the refresh cycle would “gain momentum” in the second half of 2025 and beyond.

The lawsuit alleges these statements were materially false and misleading. In truth, defendants knew that the refresh cycle would never be as lucrative as they represented because it consisted of old products that were a “small percentage” of the Company’s business. Moreover, defendants misrepresented and concealed that they did not have a clear picture of the true number of FortiGate firewalls that could be upgraded. And 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 just a few months, by the end of 2Q 2025. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Fortinet class action, go to https://rosenlegal.com/submit-form/?case_id=45210 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

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:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

After a significant decline in 2022, this stock has surged 456% over the past three years.

During the five-year period leading up to its all-time high in November 2021, shares of Shopify (SHOP -7.85%) had surged 3,740% higher. The business was lifted by the pandemic as online shopping saw huge demand. This e-commerce stock might've diverged from reality, though.

Shares tanked in 2022, but now they're back on the upswing. In the past three years, the stock has rocketed 456% higher (as of Oct. 10). Why is Wall Street so bullish on Shopify? There might be one reason.

Image source: Getty Images.

Shopify is still registering fantastic growth
Investors are extremely optimistic thanks to durable growth that has accelerated. After the pandemic boom, Shopify's revenue increased by more than 20% in 2022, 2023, and 2024. And sales growth of 31% in the second quarter (ended June 30) was faster than the pace in the first quarter.

Gross merchandise volume continues to march higher, totaling $88 billion last quarter. This is a clear sign that the business has a very bright future as it further penetrates the e-commerce market on a global level.

Investors must be pleased with the bottom line
Shopify's impressive top-line growth has now resulted in profits. Operating income totaled $291 million in Q2. Not too long ago, this was a money-losing enterprise. It's become more financially sound.

Investors shouldn't rush to buy shares just yet. Shopify is a great company, but the stock prices in very lofty expectations.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Shopify. The Motley Fool has a disclosure policy.

Roughly 12.4% of Tepper's $6.5 billion portfolio is invested in this Chinese AI leader.

Billionaire David Tepper bought shares of Nvidia hand over fist in the second quarter of 2025. His Appaloosa Management hedge fund increased its stake in the stock by a whopping 483%. However, Nvidia is emphatically not Tepper's biggest artificial intelligence (AI) bet.

Which stock holds that honor? Look across the Pacific. The top AI stock in Appaloosa's portfolio (and the biggest holding, period) is none other than Chinese internet giant Alibaba Group Holding (BABA -8.60%).

Image source: Alibaba Group Holding.

Standing above the rest
There's no doubt that Tepper likes AI stocks. Of Appaloosa's top 10 holdings, seven fit squarely in the category -- including Alibaba and Nvidia.

Three of the top 10 are AI hyperscalers. Amazon ranks as Tepper's third-largest position. Google Cloud parent Alphabet is his eighth-largest holding. Microsoft, whose Azure platform trails only Amazon Web Services (AWS) in the cloud market, rounds out the billionaire's top 10.

Meta Platforms and Uber Technologies aren't hyperscalers. However, they're both big players in the AI space. Meta uses AI extensively in its social media platforms. It's also the leader in the AI glasses market. Uber has referred to itself as an "AI-first" company for years, with AI integrated throughout its business.

Two other members of Appaloosa's 10 biggest positions have deep AI ties. Vistra and NRG Energy provide electric power that is critical for running many data centers that host AI applications.

Only Alibaba stands at the top of Tepper's portfolio, though. The stock makes up 12.4% of his total holdings. His stake in the Chinese company was valued at $801.5 million as of June 30, 2025.

Why Tepper likes Alibaba
We don't have to guess why Tepper likes Alibaba. He told CNBC in an interview in September 2024 that he would buy "everything" in China after the country announced a huge economic stimulus.

That stimulus wasn't the only thing Tepper liked about Chinese stocks, though. He also told CNBC that many Chinese stocks offered attractive valuations and solid growth prospects. Alibaba checked off both boxes.

Granted, Alibaba's valuation isn't as attractive now as it once was. That's because the stock has more than doubled in 2025. Its forward price-to-earnings ratio now stands at 23.3. The multiple was below 10 at the beginning of the year.

What about Alibaba's growth prospects? They might not look too great, judging from recent history. The company reported year-over-year revenue growth of only 2% in its quarter ending June 30, 2025. Sure, earnings soared 76%. However, that's mainly because of mark-to-market changes with Alibaba's equity holdings and a gain from the sale of a business.

But Alibaba's future could be better than its past. The company's AI-related product revenue has delivered triple-digit percentage growth for eight consecutive quarters. Its Cloud Intelligence Group revenue jumped 26% year over year in the latest quarter. Alibaba's cloud platform is critical for China to achieve its goal of becoming the global leader in AI by 2030.

Is Alibaba stock a buy now?
It's important to note that Tepper doesn't appear to be as enamored with Alibaba as he once was. He sold over 2 million shares in Q2, reducing his stake in the Chinese company by roughly 23%.

I suspect this move resulted from a desire to take some profits off the table. However, Tepper would have made even more money by holding onto those shares of Alibaba. The stock has gained more since the end of Q2 than it did during the first half of the year.

To be sure, Alibaba isn't as great a bargain as it was several months ago. The stock could also be volatile if the Chinese government takes actions that hurt Alibaba. I don't think Tepper's top AI stock is the best AI stock to buy right now, but it's still a pretty good pick for long-term investors.

Keith Speights has positions in Alphabet, Amazon, Meta Platforms, and Microsoft. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Uber Technologies. The Motley Fool recommends Alibaba Group and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

Jed Ellerbroek believes equities remain a better buy than bonds moving forward, as long as investors can stomach volatility. He points to health care stocks as ones that remain "economically insensitive" and cheap compared to their tech peers.

If you're thinking about investing in the stock market today, you may be wondering whether it's a better idea to go with the big names in the "Magnificent Seven" or to simply hold a position in the entire S&P 500.

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.

SAN DIEGO, Oct. 11, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Molina Healthcare, Inc. (NYSE: MOH) securities between February 5, 2025 and July 23, 2025, both dates inclusive (the “Class Period”), have until December 2, 2025 to seek appointment as lead plaintiff of the Molina class action lawsuit. Captioned Hindlemann v. Molina Healthcare, Inc., No. 25-cv-09461 (C.D. Cal.), the Molina Healthcare class action lawsuit charges Molina Healthcare as well as certain of Molina Healthcare’s top executives with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the Molina Healthcare class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-molina-healthcare-inc-class-action-lawsuit-moh.html

You can also contact attorneys J.C. Sanchez or Jennifer N. Caringal of Robbins Geller by calling 800/449-4900 or via e-mail at [email protected].

CASE ALLEGATIONS: Molina Healthcare provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces.

The Molina Healthcare class action lawsuit alleges that defendants throughout the Class Period failed to disclose: (i) material, adverse facts concerning Molina Healthcare’s “medical cost trend assumptions”; (ii) that Molina Healthcare was experiencing a “dislocation between premium rates and medical cost trend”; (iii) that Molina Healthcare’s near term growth was dependent on a lack of “utilization of behavioral health, pharmacy, and inpatient and outpatient services”; and (iv) as a result, Molina Healthcare’s financial guidance for fiscal year 2025 was substantially likely to be cut.

The Molina Healthcare class action lawsuit further alleges that on July 7, 2025, Molina Healthcare revealed second quarter 2025 adjusted earnings of approximately $5.50 per share, which was “below its prior expectations” due to “medical cost pressures in all three lines of business.” Molina Healthcare also disclosed that it “expects these medical cost pressures to continue into the second half of the year,” cut guidance for expected adjusted earnings per share 10.2% at the midpoint, and that it was experiencing a “short-term earnings pressure” from a “dislocation between premium rates and medical cost trend which has recently accelerated,” the complaint alleges. On this news, the price of Molina Healthcare stock fell, according to the complaint.

Then, the Molina Healthcare class action lawsuit alleges that on July 23, 2025 Molina Healthcare reported its financial results for the second quarter ended June 30, 2025 and further cut its full-year 2025 earnings guidance. In doing so, Molina Healthcare revealed that “GAAP net income was $4.75 per diluted share for the second quarter of 2025, a decrease of 8% year over year” and it “now expects its full year 2025 adjusted earnings to be no less than $19.00 per diluted share,” the Molina Healthcare class action alleges. Molina Healthcare allegedly attributed its results and full year outlook to a “challenging medical cost trend environment,” including “utilization of behavioral health, pharmacy, and inpatient and outpatient services.” On this news, the price of Molina Healthcare stock fell nearly 17%, according to the complaint.

THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Molina Healthcare securities during the Class Period to seek appointment as lead plaintiff in the Molina Healthcare class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Molina Healthcare class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Molina Healthcare class action lawsuit. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Molina Healthcare class action lawsuit.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world’s leading law firms representing investors in securities fraud and shareholder litigation. Our Firm has been ranked #1 in the ISS Securities Class Action Services rankings for four out of the last five years for securing the most monetary relief for investors. In 2024, we recovered over $2.5 billion for investors in securities-related class action cases – more than the next five law firms combined, according to ISS. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs’ firms in the world, and the Firm’s attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

Past results do not guarantee future outcomes. 
Services may be performed by attorneys in any of our offices. 

Contact:
        Robbins Geller Rudman & Dowd LLP
        J.C. Sanchez, Jennifer N. Caringal
        655 W. Broadway, Suite 1900, San Diego, CA 92101
        800-449-4900
        [email protected]

Arizona Gold & Silver Inc (TSX-V:AZS, OTCQB:AZASF) vice president of exploration Greg Hahn talked with Proactive about new findings of high-grade antimony at the company’s Silverton project in Nevada.

Hahn said recent sampling returned values of up to almost 8% antimony and highlighted that the metal’s price has risen tenfold in a year due to China cutting off supply to the United States.

Proactive: Welcome back inside our Proactive newsroom. Joining me now is the Vice President of Exploration for Arizona Gold and Silver, Greg Hahn. Greg, it’s great to see you again. How are you?

Greg Hahn: I’m fine. Thanks for having me on.

Exciting news from the company about some new results — and this time, it’s not about gold or silver, but antimony. That’s an important critical metal these days. Give us your thoughts on antimony and where you see the price going.

Antimony is hot — you’re right. A year ago it was one-tenth of the price it is now, so it’s increased tenfold. That’s because China has cut off supply to the United States, and there’s now big demand for domestic production. It’s used mainly for armaments and defence purposes, so there’s a rush to find U.S. sources.

Silverton is where you’ve been looking for it. What are you seeing there?

Silverton is actually a large Carlin-type target, with strong arsenic, antimony, mercury, and thallium anomalies. It’s always had good antimony values, but it wasn’t a focus until the price jumped. We inherited a lot of samples that ran over 1% antimony — and when we re-sampled those areas, we found up to almost 8%. It’s pretty hot stuff locally.

Your main focus remains the Philadelphia project, but with these results, how do you balance both?

It’s something we’ll have to weave into our schedule. The good thing is, getting a permit from the Bureau of Land Management in Nevada was easy — it took about three weeks. We already had a permit on another part of the property, so we just moved it to the antimony target and adjusted the bond. We’re ready to go; it’s just about scheduling and budgeting.

What will that exploration program look like?

We’ve permitted 27 shallow drill holes to test the outcrops carrying antimony. It’s about a half-million-dollar program that we can fit in when the timing’s right. For now, we’re focused on Philadelphia, but Silverton is ready when we are.

And accessibility — is it easy to get to?

Yes, it’s almost a stone’s throw from U.S. Highway 6. Very easy access, open in several directions, and we’re looking forward to drilling it when the time comes.

Great update, Greg. I know Philadelphia remains the main target, but this is something worth watching.

It is. We’ll have to pay attention to it. At Philadelphia, we have a rig scheduled to arrive next week, so we’re excited for that as well.

Quotes have been lightly edited for clarity and style

October 11, 2025 10:00 ET

 | Source:

Nasdaq, Inc.

NEW YORK, Oct. 11, 2025 (GLOBE NEWSWIRE) -- The Nasdaq Stock Market® (Nasdaq: NDAQ) announced that trading is halted in QMMM Holdings Limited for additional information requested from the company. Previously, the Securities and Exchange Commission effected a trading suspension in QMMM from 04:00:00 on September 29, 2025 to 23:59:00 on October 10, 2025. The last sale price of the company’s ordinary shares was $119.40. 

More information about the SEC’s order can be found at https://www.sec.gov/files/litigation/suspensions/2025/34-104113.pdf.

Trading will remain halted until QMMM Holdings Limited has fully satisfied Nasdaq’s request for additional information.

For news and additional information about the company, please contact the company directly or check under the company’s symbol using InfoQuotesSM on the Nasdaq® Web site.

For more information about The Nasdaq Stock Market, visit the Nasdaq Web site at http://www.nasdaq.com.

Nasdaq Media Contact:

Michelle Mendiola
[email protected]

NDAQO

Top Canadian Weed Stocks to Watch Now as U.S. Reform Approaches
The Canadian cannabis sector continues to attract investors as North American legalization momentum gains strength. Recently, U.S. regulators advanced discussions on cannabis rescheduling, signaling a potential shift toward federal reform. This news lifted optimism across the industry, especially for Canadian producers eyeing future U.S. market entry. Currently, the U.S. cannabis market generates over $35 billion in annual sales and is projected to surpass $57 billion by 2030. Canadian companies are strategically positioning themselves to benefit from this growth through cross-border partnerships and product innovation. Moreover, many are expanding into wellness, beverages, and medical research to diversify revenue streams. As legalization efforts accelerate, Canadian cannabis firms could see renewed investor interest and significant upside potential in 2025.

However, navigating this volatile market requires precision and discipline. Traders should rely on technical analysis to identify key support and resistance levels before entering positions. Volume trends and moving averages often reveal momentum shifts early. Additionally, setting stop losses and taking profits at predetermined targets helps protect capital from sharp pullbacks. While cannabis stocks can deliver substantial gains, their price swings are often extreme. Therefore, proper risk management remains crucial for long-term success. Investors should scale positions carefully, monitor sector news, and adjust strategies as price action evolves. By combining sound analysis with patience and discipline, traders can manage volatility and capture opportunities in this fast-developing industry.

[Read More] 3 Cannabis REITs Leading the Marijuana Stock Market in October 2025

October 2025 Cannabis Stock Watchlist: Top Canadian Companies Positioned for Expansion

Tilray Brands, Inc. (NASDAQ: TLRY)
Canopy Growth Corporation (NASDAQ: CGC)
Village Farms International, Inc. (NASDAQ: VFF)

Tilray Brands, Inc. (TLRY)
Tilray Brands is a global cannabis, beverage, and wellness company with a rapidly growing U.S. presence. Its operations span hemp-derived products, THC-infused beverages, and medical cannabis. Tilray has expanded its reach through acquisitions in the beverage and wellness industries, positioning itself for long-term growth. The company’s U.S. strategy includes distribution across more than 1,000 retail outlets, with products ranging from CBD beverages to infused wellness items. In Canada, Tilray maintains a strong foothold as one of the top producers, while also expanding across Europe and Latin America. Its diversified business model gives it a unique advantage as legalization progresses in North America. Additionally, the company continues to strengthen its brand portfolio and explore new product categories, reinforcing its position as one of the most dynamic players in the cannabis sector.

Financially, Tilray reported net revenue of approximately $186 million in its most recent quarter, showcasing steady demand across its core business segments. Its beverage and wellness divisions outperformed expectations, helping offset slower growth in traditional cannabis sales. Gross margins improved year-over-year, reflecting better cost management and product mix optimization. The company also reduced operational expenses, aiming to reach profitability in the near term. Despite ongoing market headwinds, Tilray remains focused on global expansion and operational efficiency. Its balance sheet shows improved liquidity, and management continues to prioritize sustainable growth. With cannabis reform gaining traction in the U.S., Tilray could be well-positioned to capitalize on federal changes. Investors should monitor its technical levels around recent support zones, as bullish momentum could strengthen if legalization headlines accelerate.

[Read More] 3 Top Marijuana Stocks For Investors Who Like Long-Term Plays

Canopy Growth Corporation (CGC)
Canopy Growth stands as one of Canada’s most established cannabis companies, known for its wide range of products and international reach. The company operates leading brands in flower, edibles, and medical cannabis, while also maintaining a growing presence in the U.S. through partnerships with Jetty Extracts and Wana Brands. These affiliations give Canopy indirect access to several U.S. markets, preparing it for eventual federal legalization. In Canada, it continues to dominate the medical and recreational spaces with a broad retail footprint and advanced cultivation facilities. Additionally, Canopy has been restructuring operations to enhance efficiency and focus on profitability, closing non-core facilities to streamline production. Its strategy emphasizes brand leadership, medical research, and expansion into global markets such as Europe and Australia.

Canopy Growth’s most recent financial report showed modest revenue growth, supported by higher medical cannabis sales and improved pricing. The company achieved strong results in cost reduction, trimming total debt by nearly half over the past fiscal year. Its focus on restructuring has led to lower operating expenses, which could help accelerate profitability. The adult-use cannabis segment in Canada grew steadily, reflecting improved product distribution and customer retention. However, challenges remain, including pricing pressure and regulatory uncertainty in the U.S. Canopy continues to maintain a strong balance sheet relative to peers, providing flexibility for future investments. As U.S. legalization progresses, its partnerships and brand strength may drive long-term expansion. Traders watching CGC should look for potential breakouts above recent resistance, supported by increasing volume and momentum indicators.

[Read More] Top Marijuana Stocks for October 2025: U.S. MSOs Showing Strength and Growth Potential

Village Farms International, Inc. (VFF)
Village Farms International represents a successful transformation story within the cannabis sector. Originally a large-scale produce company, Village Farms pivoted into cannabis by leveraging its greenhouse expertise. The company’s Canadian subsidiary, Pure Sunfarms, is recognized for its efficient production and competitive pricing. In the U.S., Village Farms operates Balanced Health Botanicals, a hemp and CBD wellness brand that reaches consumers nationwide. The company also owns significant agricultural assets in Texas, which could become valuable if federal cannabis legalization occurs. Beyond North America, Village Farms expanded into Europe through its Leli Holland division, which now supplies legal cannabis to Dutch coffee shops under the Netherlands’ pilot program. This international diversification gives the company exposure to both emerging and mature cannabis markets, reducing overall risk.

Financially, Village Farms reported strong quarterly performance with revenue rising nearly 12% year-over-year to approximately $60 million. Net income surged, marking a return to profitability after previous losses. Adjusted EBITDA margins improved substantially, driven by higher international cannabis sales and disciplined cost management. The sale of its produce division provided additional liquidity, enabling the company to focus entirely on its cannabis operations. Village Farms also strengthened its balance sheet through debt refinancing and maintained a solid cash position. As one of the few profitable cannabis firms, it stands out for its operational efficiency and global reach. Investors may find VFF attractive due to its improving fundamentals and long-term growth trajectory. From a technical perspective, continued strength above its key moving averages could indicate sustained investor confidence and potential for further upside momentum.

Growth Opportunities Ahead of U.S. Legalization
As October progresses, these three Canadian cannabis companies—Tilray, Canopy Growth, and Village Farms—remain key players to watch. Each offers unique advantages: Tilray’s diversification, Canopy’s global leadership, and Village Farms’ profitability. The broader sector outlook is improving as the U.S. moves closer to reform, and Canadian producers could benefit significantly. Still, traders must stay disciplined by analyzing technical setups, managing risk, and monitoring news catalysts closely. Volatility will likely persist, but the combination of technical insight and proper risk management can help investors capture the next wave of opportunity in the evolving cannabis industry.

MAPH Enterprises, LLC | (305) 414-0128 | 1501 Venera Ave, Coral Gables, FL 33146 | [email protected]

Upstart shares have nearly doubled in the past 24 months, but they have been volatile.

Because it carries a small market cap of $5 billion, Upstart (UPST -6.99%) might not get a lot of attention from the investment community. However, the business is working on expanding access to credit to more borrowers, a noble mission. It's more exciting that Upstart is leveraging the power of artificial intelligence (AI) to succeed.

Shares have been extremely volatile. While they have soared 93% in the past two years (as of Oct. 3), they currently trade 87% below their all-time high. There's a lot to think about when considering Upstart for your portfolio.

Is this fintech stock a millionaire maker? Investors might benefit by analyzing both the positive and negative arguments.

Upstart has massive upside in theory
Since its founding in 2012, Upstart has originated $48 billion worth of loans. That's a tiny fraction of lending activity. Partnering with more than 100 banks and credit unions, Upstart currently offers personal loans, auto refinance loans, and home equity lines of credit. These three markets combined have trillions of dollars in annual origination volume. This creates a massive total addressable market for Upstart to tackle.

By using AI, Upstart is looking to disrupt the FICO scoring model, as its model looks at 2,500 different variables about potential borrowers. Upstart's partners win because this system can analyze creditworthiness better, and at the same time control for defaults. This can lead to more loans being approved, which supports greater revenue potential. And over time, the AI model should improve.

Upstart posted a 102% year-over-year revenue gain in the second quarter (ended June 30). This figure was powered by a 159% jump in transaction volume. Should the Federal Reserve continue to lower interest rates, demand for loans can trend higher, and Upstart will then see greater activity on its platform.

Another obvious factor that introduces upside is Upstart's valuation. Investors can scoop up shares at a price-to-sales ratio of 5.8. Since the company's initial public offering in December 2020, the average multiple the stock sold for was 11.2. While not as cheap as three years ago, the valuation can go higher should the business report consistently strong financial performance.

Heightened uncertainty makes this a risky investment
Upstart might operate at the cutting edge of AI and machine learning, but the company's financial results have proven to be extremely cyclical. Instead of performing like a software enterprise that can seemingly grow in any economic environment, Upstart behaves like a traditional bank that's influenced by macro forces.

In this case, changes in interest rates have had a big impact. In 2021, Upstart's revenue skyrocketed 264% year over year, and the company raked in $135 million in generally accepted accounting principles (GAAP) net income. In 2024, revenue was 25% lower, and the business posted a $129 million net loss. Things appear to be improving, as mentioned, with huge growth reported in Q2. And the leadership team expects Upstart to be profitable this year, but not by much.

However, no one really knows how the company will perform over an entire credit cycle. Consequently, there is a considerable amount of uncertainty with Upstart's long-term success. If the business is able to get to a point that it can register solid growth and consistent earnings, even in difficult economic times, then investors can have a lot more confidence.

On the flip side, there is a very real risk of the impact a recession can have. Similarly to 2022, even though there wasn't an economic downturn that year, Upstart could face immense pressure as credit markets tighten up.

Since this is a mid-cap company that offers lending products in sizable end markets, the stock could work out extremely well should Upstart execute flawlessly and if the external environment is accommodating. But that outcome is far from a certainty, so investors should temper their expectations. Upstart is an exciting company. Owning the stock probably won't make you a millionaire, though.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Upstart. The Motley Fool has a disclosure policy.

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The satellite radio operator is a Berkshire Hathaway holding.

Sirius XM (SIRI -5.65%) is a Berkshire Hathaway holding: The Warren Buffett conglomerate owns 37.1% of the company's outstanding shares, so the Oracle of Omaha might see something he likes about the company.

Berkshire's apparent endorsement, though, doesn't change the fact that Sirius XM's share price has dropped by 59% over the past five years. Its valuation is now quite cheap, at a forward price-to-earnings ratio of 7.4 -- which might pique the interest of some investors.

But is there a future for Sirius XM?

Image source: Getty Images.

Sirius XM is on the wrong side of a major tech trend
Sirius XM is the only satellite radio operator still in business. However, it has faced major headwinds thanks to the advent of high-performance smartphones and better internet connectivity. The company's subscriber base and revenue have not grown meaningfully for years.

Meanwhile, popular audio streaming services from Apple, Spotify, Alphabet, and others have achieved tremendous success. This isn't going to change.

It's smart for investors to put their money into businesses benefiting from secular trends. Technological shifts can provide a long-term boost to such companies' customer, revenue, and earnings growth.

Unfortunately, Sirius XM doesn't fall into this category. Yes, its shares are cheap, and it produces positive free cash flow, but the company faces a difficult road ahead. Would-be investors should proceed with caution.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Apple, Berkshire Hathaway, and Spotify Technology. The Motley Fool has a disclosure policy.

SummaryInterest rates are now declining.Small-cap highly leveraged REITs offer the most upside potential.I present 5 great options to consider in preparation for further rate cuts.High Yield Landlord members get exclusive access to our real-world portfolio. See all our investments here » phototechno/iStock via Getty Images

The big news of this past month was that the Fed cut interest rates for the first time since December 2024.

Not only that, but they strongly implied in their commentary that more rate cuts would

Analyst’s Disclosure:I/we have a beneficial long position in the shares of WSR; MAC; AHH; CLPR; HOM.U:CA either through stock ownership, options, or other derivatives. 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.

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Earnings season is ready to kick off, but this company typically provides no surprises.

Coca-Cola (KO 1.02%) needs no introduction. It's a leader in its industry, has a presence in more than 200 countries and territories, and sells 200 different drinks. The company is a top position for Warren Buffett-led Berkshire Hathaway, highlighting its quality.

This is an extremely stable and predictable business, but that doesn't mean investors aren't interested in the latest financial figures that provide key insights into how Coca-Cola is performing. Management plans to release third-quarter 2025 results on Oct. 21.

Should you buy this beverage stock before then?

 

 

This is a top choice for income investors
In my opinion, the only investors who should even consider buying this stock are those who want dividends. Coca-Cola pays a dividend yield of 3.08%, and it has increased the payout for an impressive 63 straight years.

In the past decade, shares have dramatically underperformed the S&P 500. The low-growth nature of the business doesn't bode well for big share gains.

Investors should expect no surprises
Coca-Cola faces steady demand, as people love its products even in weak economic periods. It also has a powerful brand that supports its pricing power. This drives robust profitability that funds the dividend.

These factors make Coca-Cola a solid company that rarely gives investors any surprises. This minimizes the effect of any single quarterly earnings report.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Berkshire Hathaway. The Motley Fool has a disclosure policy.

This business proves that not all car makers are created equal.

Putting money to work in the auto industry isn't a smooth ride. These types of companies are generally very capital intensive, register low growth and profits, and face cyclical demand. The auto market is very competitive.

However, an opportunity exists to make money in this part of the economy. Here's one of the best automotive stocks to buy right now.

 

Ferrari is a luxury brand masquerading as a car company
Ferrari (RACE -3.08%) isn't your average car company. What separates it from the pack is its incredible brand strength, which puts it in the same category as luxury fashion houses, as opposed to its direct peers in the auto industry. The leadership team emphasizes quality over quantity, with the goal of keeping supply well below demand. This supports Ferrari's impressive pricing power.

Between 2014 and 2024, revenue and net income increased 142% and 476%, respectively. Ferrari boasts a stellar 24% trailing-10-year average operating margin.

Shares deserve a premium valuation
Ferrari stock, which has climbed 771% (as of Oct. 8) since its initial public offering in October 2015, doesn't look like a bargain. Investors must be willing to pay for a price-to-earnings ratio of 49.4 to own the business. But given Ferrari's healthy sales and profit gains, coupled with its brand power, it's certainly not a stretch to believe the shares are deserving of a premium valuation.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool recommends Ferrari. The Motley Fool has a disclosure policy.

This stock has absolutely soared since the fall of 2022.

Since the company's growth and profitability took a hit in 2022, leading to the stock also tanking, Meta Platforms (META -3.85%) has been a winning investment. In the past three years, shares have skyrocketed 437% (as of Oct. 9). The business has been riding some serious momentum. Now, investors are patiently waiting for management to release financial results from the latest quarter.

Should you buy this social media stock before Oct. 29?

Meta stock looks like a good opportunity
Despite Meta's meteoric rise in the past three years, the current setup still looks favorable. The stock is trading 9% below its peak. Investors can scoop up shares at a compelling forward price-to-earnings ratio of 24.6.

For one of the most dominant enterprises in the world, this might be a no-brainer buying opportunity. This is especially true before a potential positive catalyst in the upcoming earnings report.

Investors must maintain a long-term mindset
Meta has exceeded Wall Street earnings per share estimates in 11 straight quarters. Perhaps it's likely this streak will continue, which could push the stock higher as we head into November.

As enticing as it sounds to buy shares before the Oct. 29 update, it's extremely important that investors aren't making this decision with a short-term mindset. Buying and holding stocks should be done with a timeframe that spans at least five years, forcing investors to think about the fundamentals.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy.

SummarySoleno Therapeutics is reassessed after a 24% drop post-VYKAT XR approval enthusiasm.SLNO now faces the critical 'danger zone' between FDA approval and successful commercialization of VYKAT XR for Prader-Willi syndrome.The company's hefty market cap and total reliance on VYKAT XR put it in 'show me' mode for investors.Previously rated as 'Hold,' SLNO's future prospects depend on its ability to execute post-approval commercialization.Its prospects are favorable given its strong liquidity and its competitive situation in a compelling indication. Wylius/iStock via Getty Images

This is my third Soleno Therapeutics (NASDAQ:SLNO) article, following 06/2025's "Soleno Therapeutics: Overbought On VYKAT Approval Enthusiasm". In Overbought, I rated Soleno as a "Hold". It has since dropped ~24%. I am taking another look to see

Analyst’s Disclosure:I/we have a beneficial long position in the shares of RYTM either through stock ownership, options, or other derivatives. 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.

I may buy shares in Soleno over the next 72 hours or buy or sell shares in other mentioned companies over the next 72 ours.

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.

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