Market Signal Briefing

These Detroit automakers have found a financial workaround to help EV customers continue to get the federal tax credit.

Unless you've been hiding under a rock (and some days that may seem like a solid idea), you're probably aware of the Trump administration's stance on electric vehicles (EVs). The administration has suspended the $7,500 federal tax credit for EV purchases effective Sept. 30 and rolled back a number of other EV policies. On top of that, new tariffs on imported vehicles and automotive parts have thrown uncertainty into the industry picture.

But here's a little good news for some investors: Ford Motor Company (F 3.52%) and General Motors (GM 1.30%) have figured out a mini-loophole to help extend the federal tax credit to customers in the fourth quarter.

Image source: General Motors.

What's going on?
Ford and GM are working smarter, not harder, to extend the $7,500 federal tax incentive on EVs in the U.S. to help mitigate what was expected to be a fairly large slump following the end of the credit.

The Detroit automakers are cleverly using their finance arms to offer the incentive beyond its Sept. 30 expiration date. The way this is achieved is for Ford and GM's finance arm to make down payments on the EVs even before finding customers wanting to lease the vehicles.

"If a taxpayer acquires a vehicle by having a written binding contract in place and a payment made on or before September 30, 2025, then the taxpayer will be entitled to claim the credit when they place the vehicle in service (namely, when they take possession of the vehicle), even if the vehicle is placed in service after September 30, 2025."

That's what the IRS guidance says, according to Automotive News, which confirmed the existence of these programs.

Essentially, these down payments will qualify the financing arms for the federal $7,500 tax credit on those vehicles, and from there, dealers can offer leases on those cars to retail customers per usual for several more months, with the subsidy factored into the lease rate.

These clever programs are aimed at mitigating the impact of the ending tax credit, which, to the surprise of many, has been in place for more than 15 years, trying to push EV adoption. Further, Ford confirmed to Reuters that it was working on its program to provide customers with competitive lease payments through Ford Credit until Dec. 31, effectively extending the federal $7,500 tax credit through leasing through the fourth quarter and pushing back some of the expected upcoming EV sales slump into 2026.

For those wondering if this will impact Tesla (TSLA -1.41%), the answer is unclear. Tesla does indeed have its own in-house finance arm, known as Tesla Finance LLC, but it's yet to be confirmed as of this writing if Tesla developed a similar program through its finance arm -- although, because the impact for Tesla is likely to be much larger than Ford or GM's EV divisions, it's a development for investors to watch for.

What it all means
EV sales have yet to gain the traction in the U.S. market once anticipated by automakers just a few years ago, and for the most part, they're still money losers. But the only way to make these vehicles profitable is to substantially increase scale, which the loss of the $7,500 tax credit works directly against.

In a way, this is the best of both worlds for Ford and GM. On one hand, it can still drive demand for its EVs during the fourth quarter, perhaps when competitors cannot, helping build more scale and delay the eventual slowdown of EVs in the post-tax-credit era. Meanwhile, as that continues to drive fourth-quarter EV demand, as consumers shift back slightly toward internal combustion engine options, the automakers stand to benefit from sales of much more profitable vehicles in the near-term.

At the end of the day, it's just a bit of pretty good news for Ford and GM for the fourth quarter.

Daniel Miller has positions in Ford Motor Company and General Motors. The Motley Fool has positions in and recommends Tesla. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy.

Contract electronics manufacturer Jabil dropped following its latest quarterly report, and that's good news for opportunistic investors.

Contract electronics manufacturer Jabil (JBL -6.31%) reported its fiscal 2025 fourth-quarter results (for the three months ended Aug. 31) on Sept. 25, and the stock dropped despite delivering stronger-than-expected results and guidance.

The company has been in fine form on the stock market this year. It has registered 51% gains in 2025 as of this writing. But it looks like the weaknesses in certain areas of Jabil's business led investors to press the panic button.

However, on closer scrutiny, the post-earnings drop in Jabil stock looks like a buying opportunity. Let's look at the reasons why.

Image source: Getty Images.

Jabil's artificial intelligence business is getting bigger
Jabil provides design, engineering, and manufacturing solutions to customers across several industries, such as automotive, healthcare, data centers, semiconductors, telecommunications, and connected devices. Not surprisingly, the company's cloud and data center business has been growing at an impressive pace of late thanks to the artificial intelligence (AI) boom.

Jabil delivers end-to-end rack-scale computing solutions (which involve integrating different types of hardware using server racks to tackle specific workloads) for AI servers. It introduced purpose-built AI servers suited for integrating chips from the likes of AMD, Intel, and Nvidia. The company is seeing the benefits of the fast-growing AI server market already, as its AI revenue jumped 80% in the previous fiscal year to $9 billion. That was much faster than the company's annual revenue growth of just 3% to $29.8 billion.

Jabil now gets 30% of its top line from the AI business. That figure could move higher in fiscal 2026. The company expects a 25% spike in its AI revenue this fiscal year. Overall revenue, meanwhile, is expected to jump just 5%.

These forecasts may not seem very enticing at first. However, investors would do well to note that Jabil could end up delivering stronger growth than management currently projects. After all, the growth of the AI business helped the company deliver a 17% year-over-year increase in revenue last quarter, along with an even better jump of 43% in earnings.

Moreover, the growth of Jabil's AI business in fiscal 2026 is only going to be curtailed by capacity constraints. Management pointed out on the latest earnings call that AI-driven "demand continues to be extremely strong." That's the reason why Jabil recently announced that it will invest $500 million in a new facility in North Carolina for manufacturing cloud and AI data center components.

This is a smart thing to do considering that the AI server market could clock an annual growth rate of almost 39% through 2030, according to Grand View Research. So, Jabil's AI revenue growth can be expected to pick up in the current fiscal year and in the long run as it brings online more capacity to support this market.

That probably explains why analysts project the company's growth rate to pick up going forward.

Data by YCharts.

Strong earnings growth potential and the valuation point toward more upside
Jabil reported a 15% increase in its non-GAAP (adjusted) earnings in the previous fiscal year to $9.75 per share. Management forecasted a 13% jump in the current fiscal year to $11.00 per share. Given that Jabil is likely to see faster growth in its top line going forward, it is easy to see why analysts forecast a pickup in its bottom-line growth as well.

Data by YCharts.

The stock currently trades at a very attractive forward earnings multiple of 20. That's lower than the tech-laden Nasdaq-100 index's forward earnings multiple of 27 (using the index as a proxy for tech stocks). Assuming Jabil can indeed clock $14.66 per share in earnings in fiscal 2028 (see chart above), its stock price could jump to $396 (based on the Nasdaq-100's forward earnings multiple).

That points toward a solid jump of 82% from current levels. So, savvy investors might want to consider using the drop in this AI stock following its latest quarterly report to buy, as it seems like a potential long-term winner.

Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, and Nvidia. The Motley Fool recommends the following options: short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.

Tesla's biggest bulls continue to buy Elon Musk's grand vision.

Tesla (TSLA -1.41%) is a polarizing company, to say the least. On the one hand, there are strong supporters who are convinced that founder and Chief Executive Officer Elon Musk will one day usher in a new world of self-driving cars and robotics. On the other hand, the bears will point to deteriorating financials that reveal a struggling automaker.

Whichever way you view the business, no one can deny that Tesla has worked out to be a wonderful investment. The electric vehicle (EV) stock has soared 2,580% during the past decade (as of Sept. 29), trouncing the overall market by a wide margin. But perhaps the market is getting too excited, as the business sports a market cap of $1.5 trillion.

Long-term investors have a lot to think about. Where will Tesla be in 10 years?

Smooth journey to unrivaled success
Making accurate predictions is extremely difficult to begin with. But trying to figure out what a business, one that operates in quickly evolving markets, will look like a decade from now seems impossible. Despite this challenge, the most optimistic outcome for Tesla is very clear.

Musk is pressing the gas pedal hard in two key areas: full self-driving (FSD) and robotics. The business is making progress with FSD capabilities, although it's years behind Musk's timetable. Tesla finally launched its robo-taxi service in Austin, Texas, in June. Including Texas and California, it will soon test them in Nevada and Arizona.

"Assuming we have regulatory approvals, it's probably addressing half the population of the U.S. by the end of the year," Musk said about the robo-taxi service on the Q2 2025 earnings call.

The ultimate goal is to have a ride-hailing platform, similar to Uber or Lyft, operating around the globe. The difference would be that Tesla controls the manufacturing of the EVs, with the cars also being completely autonomous. Costs for riders would drop significantly, boosting demand. This would theoretically be a financial boon for Tesla.

Additionally, Tesla's humanoid robot Optimus could be in homes and factories around the world by 2035. Tesla still needs to scale up manufacturing. Musk wants to produce 1 million units annually within five years. He thinks the use cases are unlimited, with a view that robotics could bring in $10 trillion in revenue.

If Tesla makes good on FSD and robotics promises, and there proves to be tremendous demand, then it's anyone's guess what the business looks like 10 years from now. Assuming flawless execution, coupled with external factors working in Tesla's favor, the company's market cap could be multiples of the current value. And shareholders would be beyond pleased.

Recent financial performance
It might be difficult for investors to envision the most optimistic 2035 version of Tesla. That's because at this point, this is a troubled car company. Automotive revenue declined 16% in Q2, while operating income fell 42%. Competition is partly having an impact.

However, recent financials have shown that the business is not immune to economic forces. This is the biggest risk of investing in car companies, as consumer demand changes with the macro winds, particularly interest rates. 

Somewhere in the middle
Getting the robo-taxi service off the ground, while working to expand manufacturing capacity for robots, is certainly progress. However, Tesla has a long way to go to fulfill Musk's vision. It's not a sure thing that the business will dominate in these areas a decade from now. So, if the just-mentioned pessimistic view is the reality, then Tesla shareholders are in for a disappointing decade.

The valuation points to a decent likelihood that the business will find outsized success with its two key projects, FSD tech and robotics. But nothing is guaranteed. And the shares trade at a stratospheric forward price-to-earnings ratio of about 265.

Perhaps the Tesla of 2035 will be somewhere in the middle of these two extremes. Either way, the stock provides no margin of safety right now.

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

Alphabet could become the most valuable company in the world.

There hasn't been a new industry in a long time that has captivated the markets quite like artificial intelligence (AI). What makes AI stand out from other buzzwords is that the results are clear and strong, and that it's being developed by stable giants as opposed to risky start-ups.

One of them is Alphabet (GOOG -0.04%), parent company of search engine Google. Alphabet is using AI in its search business as well as its cloud business, and it has incredible long-term opportunities. But it trades at a bargain price.

Image source: Getty Images.

Dominating with AI
It's been impossible not to notice the new AI summaries that appear on top of many Google searches these days. Alphabet has developed its own large language model (LLM) called Gemini that powers its search results to give users quick and readable answers to their questions. It also offers AI services to its advertisers to help them run successful campaigns, putting more dollars into its own pockets.

Alphabet also has a robust cloud computing segment, and it provides a large suite of AI solutions and tools for clients that want to develop customized apps through its platform. At least one Wall Street analyst recently said is "the most valuable company" based on its AI business. And as the AI race heats up, Alphabet, which is the fourth-largest company today according to market value, could surge higher.

One reason that could happen quickly is that its stock is trading at a bargain valuation of only 23 times forward earnings. As it gains ground in AI, its stock is likely to advance, and this valuation can easily handle higher gains.

Jennifer Saibil has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet. The Motley Fool has a disclosure policy.

Nike shares rallied after the company showed some progress in its turnaround efforts.

Nike (NKE -3.44%) shares rallied after the sneaker and apparel maker's fiscal first-quarter results showed some signs of a potential turnaround. The stock, however, is still down slightly on the year and has fallen by more than 40% over the past five years.

Let's take a closer look at Nike's recent earnings to see if a turnaround is near and if investors should be buying the stock.

Image source: Getty Images.

Signs of progress
While its overall quarterly results and guidance were nothing to write home about, Nike did make some good progress in key areas. Its two largest regions, North America and EMEA (Europe, Middle East, and Africa), have been a drag on the company, with North America seeing a 9% decline in revenue last fiscal year and EMEA a 10% decrease. However, both regions posted positive sales in fiscal Q1.

North America revenue rose 4% in the quarter to $5 billion, with apparel sales climbing 11% and footwear revenue flat. EMEA sales jumped 6%, although they were up just 1% in constant currencies, with apparel sales up 11% and footwear revenue rising 4%. The company said in North America that it saw double-digit growth in running, training, and basketball, but that was largely offset by a 30% decline in its classic footwear franchises. EMEA saw some similar trends with double-digit growth in running but a decline in classic footwear.

One of CEO Elliott Hill's goals since taking over has been working to improve wholesale relationships, and that appeared to pay off in the quarter. Overall, wholesale revenue grew 5%, and climbed 11% in North America and 4% in EMEA.

Nike Direct sales, however, were lower in both regions. In North America, Nike Direct sales fell 3%, with Nike Digital revenue falling 10% and flat sales at its stores. EMEA was a similar story, with Nike Direct revenue down 6%. Digital sales sank 13%, while store revenue edged up 1%. Nike stated that its EMEA region is closest to achieving a full-price business model for Nike Direct, while North America is leading the transformation efforts for future growth.

While North America and EMEA saw solid sales growth, China remained a drag, with revenue falling 9%. The company said both store traffic and sell-through were headwinds. Nike Direct sales dropped 12%, with digital sales plunging 27%, while wholesale revenue sank 9%. Asia Pacific and Latin America sales, meanwhile, rose by 2%.

Nike continues to discount to clear inventory, which, together with tariffs, is weighing on its gross margins and profits. Gross margins fell 320 basis points to 42.2%, while its earnings per share (EPS) sank 30% in the quarter to $0.49.

Looking ahead, Nike issued cautious guidance. It said tariffs would be a significant cost headwind, upping its original projection from a $1 billion impact to $1.5 billion. As a result, it now expects the impact to hurt gross margins by 120 basis points, up from an earlier outlook of 75 basis points.

For fiscal Q2, Nike is looking for revenue to decline by low single digits, with a gross margin decline of between 300 basis points and 375 basis points. Tariffs will be a 175 basis point headwind in the quarter.

Is it time to buy Nike stock?
Nike showed some solid progress this quarter, particularly in North America, as its wholesale business posted a nice improvement. However, this quarter also showed how far the company needs to go to really get back on track.

Nike Direct remains a drag, and the company does not expect it to return to growth this year. It's working to make its stores and digital platform premium destinations, but it still has a lot of work to do to achieve this transition. Meanwhile, tariffs continue to be a headwind, and its classic footwear business and China remain a drag. These are multiple issues the company is trying to remedy.

As Nike's earnings power has faded, it's left the stock with a pretty high valuation. The stock now trades at a forward price-to-earnings (P/E) ratio of around 44 times analysts' fiscal 2026 estimates. The company needs to get back to selling more full-price merchandise to lift sales and gross margins, which will drive earnings. However, that will take time, and tariffs add another obstacle to its recovery.

I wouldn't chase the stock here but would be more interested at a lower price.

Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nike. 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.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of RIOT, IBIT, BITO 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.

The article is for informational purposes only (not a solicitation or recommendation to buy or sell stocks). David is not a registered investment adviser. Investors should do their own research or consult a financial adviser to determine what investments are appropriate for their individual situation. This article expresses my opinions, and I cannot guarantee that the information/results will be accurate. Investing in stocks involves risk and could result in losses.

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.

Investors may not have as much to watch for this week as they expected if the federal government remains shut down.

The arrival of the Teucrium XRP ETF has stirred significant debate in the crypto and financial markets. Contrary to what some may assume, the Securities and Exchange Commission (SEC) did not explicitly approve the fund.

XRP is trading just above $3.30, gaining more than 9% in the past 24 hours. The rally comes even as the U.S. government shutdown has frozen the Securities and Exchange Commission (SEC), halting all progress on pending spot XRP ETF applications. Analysts say the lack of movement is not due to rejection but simply because no staff are available to review or approve filings.

Currently, six XRP ETF proposals remain active from Grayscale, 21Shares, Bitwise, WisdomTree, Canary Capital, and CoinShares. Once the SEC resumes operations, multiple approvals could be issued at once, similar to the wave of Bitcoin ETF approvals earlier this year.

Canary Capital CEO Predicts Record ETF Inflows

In a recent interview with Paul Barron, Steven McClurg, CEO of Canary Capital, reiterated his bold outlook for XRP ETFs. He initially predicted $5 billion in inflows within the first month, but now says the number could climb as high as $10 billion.

“I think it’s a very safe bet,” McClurg said. He recalled how the first Bitcoin futures ETF he worked on drew more than $1 billion on its first day, ranking among the top ten ETF launches in history. Given how Bitcoin saw over $3 billion in a single day, he said it wouldn’t be surprising if XRP ETFs reached $2–3 billion on day one.

Such inflows, he added, would place XRP ETFs among the top 20 ETFs of all time, potentially even the top 10, depending on market conditions at launch.

Regulatory Path Remains Critical

The outlook for XRP also hinges on regulatory clarity. The SEC and CFTC recently began joint discussions on crypto oversight, a move seen as an early step toward unified U.S. regulation. Former SEC commissioner Paul Atkins has pushed for an “innovation exemption” to accelerate digital asset approvals, which could directly benefit XRP.

XRP Price Prediction: What’s Next?

XRP is currently struggling to break through a strong resistance zone between $3.10 and $3.15. Each time the token enters this range, it faces rejection, meaning sellers remain active at these levels.

On the downside, the first key support lies around $2.93–$2.94. If XRP falls below that, analysts expect the price could retest the stronger support zone near $2.70–$2.80, an area that has triggered several rebounds in recent months.

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.

Investment Disclaimer:All opinions and insights shared represent the author's own views on current market conditions. Please do your own research before making investment decisions. Neither the writer nor the publication assumes responsibility for your financial choices.

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Key NotesBitcoin reached a new record price of $125,559.The global crypto market cap touched a new ATH of over $4.26 trillion.Long-term holders have been selling Bitcoin since mid-June.
The volatile crypto market has been rising alongside gold, which is a preferred investment choice in times of uncertainty, with Bitcoin (BTC) reaching a new all-time high.

The US government shutdown triggered a shift from the US dollar to safe-haven assets, such as gold and Bitcoin, as investors anticipated a declining USD value.

Gold reached a record high of $3,897 per ounce on Oct. 2. Similarly, Bitcoin broke to a new ATH of $125,559 early on Oct. 5, with a market cap of almost $2.5 trillion.

Bitcoin currently has a 58.5% market dominance over the sector’s $4.26 trillion market capitalization, according to data from CoinMarketCap. The CMC fear and greed index is still hovering in the neutral zone.

Are Long-Term Holders Selling?
Bitcoin’s rise was mainly triggered by short-term investors. For instance, the US-based spot BTC exchange-traded funds recorded $3.24 billion in net inflows last week.

This pushed the total inflows of these investment products above the $60 billion mark.

Another catalyst could be the expectations of what the community calls “Uptober” — referring to a potentially bullish October, triggering FOMO among investors.

On the other hand, the Bitcoin long-term holder supply has been on a downtrend since mid-June. According to data from Coinglass, the LTH supply fell from 15.92 million BTC on June 15 to 15.32 million BTC on Oct. 3.

Long-term Bitcoin holders have been selling since mid-June | Source: Coinglass

The LTH supply shows that the market confidence in Bitcoin’s future value has been decreasing, as some investors might be expecting a major price correction.

Moreover, Coinglass data shows that the Bitcoin Net Unrealized Profit/Loss indicator rose from 0.51 to 0.56 last week.

While the NUPL is still in the neutral zone, its rise to the 70 mark could trigger profit-taking among investors, leading to a market correction.

Disclaimer: Coinspeaker is committed to providing unbiased and transparent reporting. This article aims to deliver accurate and timely information but should not be taken as financial or investment advice. Since market conditions can change rapidly, we encourage you to verify information on your own and consult with a professional before making any decisions based on this content.

Bitcoin News, Cryptocurrency News, News

Wahid has been analyzing and reporting on the latest trends in the decentralized ecosystem since 2019. He has over 4,000 articles to his name and his work has been featured on some of the leading outlets including Yahoo Finance, Investing.com, Cointelegraph, and Benzinga. Other than reporting, Wahid likes to connect the dots between DeFi and macro on his newsletter, On-chain Monk.

Wahid Pessarlay on X

Binance Coin (BNB) has surged to new highs in early October 2025, with analysts predicting that the rally could extend to $1,300 in the near term. This comes as Binance reports unprecedented quarterly inflows and the BNB Smart Chain (BSC) cements its position as one of the most cost-efficient blockchain ecosystems in the industry.

The cryptocurrency market is steady above $4 trillion in total value, with Bitcoin around $124,000 and Ethereum near $4,600. Trading volume has returned above $200 billion daily, showing stronger activity. As large-cap coins lead the rally, attention is now shifting toward altcoins that could see increased demand in the coming weeks. Here are five altcoins currently in focus:

TAO – AI-Powered Layer 1Tao is a layer 1 blockchain built around artificial intelligence. It launched fairly, has a limited supply, and follows a Bitcoin-like emission model. With roughly half its tokens already in circulation, Tao combines scarcity with strong long-term positioning.

Render (RENDER) – Graphics and AI UtilityRender connects GPU power with blockchain for rendering graphics and supporting AI projects. It has a large user community and strong presence in the digital creativity sector. At around a $2 billion market cap, it trades well below its 2024 peak, making its current level a key area to watch.

Aerodrome (AERO) – Liquidity Hub on BaseAerodrome is the main decentralized exchange on Coinbase’s Base network. As activity on Base grows, Aerodrome benefits from higher liquidity and adoption. The token recently rebounded above $1 after touching lower levels in September.

SEI (SEI) – A Layer 1 at a DiscountSEI is another layer 1 project gaining attention due to recent ecosystem updates and ETF-related news. It reached a high near $1.15 but now trades closer to $0.30.. The lower price and reduced selling pressure have placed it in a strong consolidation zone.

Turbo (TURBO) – Meme Coin with Growth RoomTurbo is positioned as a newer meme token compared to larger names like Dogecoin or Shiba Inu. Its smaller market cap leaves space for bigger swings, and community support continues to expand. Listings on major exchanges are still ahead, which could add visibility.

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.

Investment Disclaimer:All opinions and insights shared represent the author's own views on current market conditions. Please do your own research before making investment decisions. Neither the writer nor the publication assumes responsibility for your financial choices.

Sponsored and Advertisements:Sponsored content and affiliate links may appear on our site. Advertisements are marked clearly, and our editorial content remains entirely independent from our ad partners.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of ZS 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.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of DOMINO'S PIZZA GROUP 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.

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.

The Oracle of Omaha's "best single measure of where valuations stand at any given moment" is giving off all the wrong signals.

This has been a banner year for Wall Street and investors. The benchmark S&P 500 (^GSPC 0.01%), iconic Dow Jones Industrial Average (^DJI 0.51%), and growth-fueled Nasdaq Composite (^IXIC -0.28%) have all rallied to numerous record-closing highs.

But things looked far different six months ago. Shortly after President Donald Trump unveiled his tariff and trade policy, a mini-crash ensued, leading the S&P 500 to its fifth-steepest two-day percentage decline since 1950.

Since this mini-crash troughed on April 8, the Dow Jones, S&P 500, and Nasdaq Composite have rallied by 24%, 35%, and 50%, respectively, through the closing bell on Oct. 2. This short-term fear event created an opportunity for investors to be greedy and pounce on amazing companies trading at a discount. It's just the type of long-term, opportunistic thinking that's made Berkshire Hathaway's (BRK.A 0.70%) (BRK.B 0.68%) billionaire (soon-to-be-retiring) CEO Warren Buffett so successful over six decades.

Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

But most importantly, Buffett's success stems from putting value above all else. While the aptly nicknamed Oracle of Omaha has wavered on some of his unwritten investing rules every now and then, he's drawn a firm line in the sand when it comes to stock valuations. In other words, when valuations don't make sense, he doesn't buy.

Last week, Buffett's preferred measure of value for stocks entered uncharted territory.

The Warren Buffett indicator has never been higher
When most investors are sizing up a stock or the broader market from a valuation standpoint, they turn to the time-tested price-to-earnings (P/E) ratio, which is arrived at by dividing a company's share price by its trailing-12-month earnings per share. This handy tool works great for mature businesses, but often loses its utility during recessions and with high-growth stocks.

For Berkshire's billionaire boss, no valuation measure is more encompassing than the market-cap-to-GDP ratio, which Buffett referred to as "probably the best single measure of where valuations stand at any given moment" in an interview with Fortune magazine in 2001.

This measure adds up the cumulative value of all publicly traded companies and divides this figure by U.S. gross domestic product (GDP). This ratio has come to be known as the Warren Buffett indicator.

Warren Buffett indicator hits 220% for the first time in history 🚨🚨 The Stock Market topped at 190% during the Dot Com Bubble 🤯👀 pic.twitter.com/sGE9fAcHtR

-- Barchart (@Barchart) September 20, 2025
When back-tested to 1970, the Warren Buffett indicator has averaged a reading of about 85%. This means the aggregate value of all publicly traded stocks in the U.S. has, on average, equaled 85% of the total value of U.S. GDP, when looking back 55 years.

On Sept. 30, the Buffett indicator closed at 219.99% and briefly topped 220% during the intra-day session. This represents a record-high for this valuation tool and an almost unfathomable 159% premium to its 55-year average.

What we're witnessing on Wall Street, courtesy of the artificial intelligence (AI) revolution, is nothing short of greed. Investors are chasing the prospect of sky-high growth prospects with AI, the expectation of further rate cuts from the Federal Reserve, and eventual tariff clarity from President Donald Trump. But premium valuations of this magnitude have never proved sustainable.

Prior instances where the Warren Buffett indicator has pushed substantially beyond a previous high were eventually (keyword!) met with substantial selling. Though the market-cap to-GDP ratio is in no way a timing tool and can't predict when the S&P 500, Dow Jones, and Nasdaq Composite might roll over, it served as a warning prior to the dot-com bubble bursting, before the Great Recession, and in advance of the 2022 bear market.

There's no mistaking that the time to be fearful when others are greedy has arrived.

Image source: Getty Images.

Buffett may not be a net buyer of stocks, but he wisely won't bet against America
The historical priciness of the Buffett indicator, among other valuation tools, has likely played a role in Warren Buffett's persistent selling activity over an 11-quarter stretch (Oct. 1, 2022 – June 30, 2025). Berkshire has sold more stock than it's purchased during all 11 quarters, to the tune of $177.4 billion.

But one thing the Oracle of Omaha doesn't do is take his focus off the horizon. Regardless of how dire economic indicators or valuation measures may seem, Berkshire Hathaway's billionaire chief fully understands that the U.S. economy and Wall Street benefit from nonlinear boom-and-bust cycles.

Buffett and his top advisors are well aware that economic slowdowns and recessions are par for the course for the U.S. economy over multiple decades. No amount of monetary policy maneuvering can stop economic contractions from occurring every now and then.

At the same time, Berkshire's chief understands that downturns are short-lived. Since World War II ended 80 years ago, all 12 U.S. recessions have resolved in two to 18 months. In comparison, there have been two periods of economic growth that surpassed 10 years. The U.S. economy spends considerably more time expanding than contracting, which is why, even if he's not buying much because of premium stock valuations, Buffett won't bet against America.

The same principles apply to the stock market.

Patience and perspective are the greatest allies of investors. ^SPX data by YCharts. S&P 500 return from Jan. 3, 1950 through Oct. 2, 2025.

Based on data published on social media platform X in June 2023 by Bespoke Investment Group, the average S&P 500 bear market since the start of the Great Depression in September 1929 has lasted "just" 286 calendar days, or approximately 9.5 months. Only eight of the 27 bear markets spanning close to 94 years lasted at least one year.

On the other hand, the typical S&P 500 bull market stuck around 3.5 times longer than the average bear market (1,011 calendar days).

Warren Buffett and his successors are likely simply waiting for price dislocations to present themselves before pouncing. Though it may take awhile before valuations make sense again, being a long-term optimist undeniably puts Wall Street's numbers game in Warren Buffett's (and investors') corner.

Sean Williams 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.

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By Selena Maranjian
–
Oct 5, 2025 at 3:15AM

Key Points

Nvidia has been a phenomenal performer.

Its future looks quite promising, too, given its deep involvement in artificial technology (AI) development.

A certain kind of spending may reach $4 trillion annually, and Nvidia aims to collect a chunk of it.

My colleague, Adria Cimino, recently predicted that Nvidia (NVDA -0.77%) shares, recently trading near $189 per stub, will reach $400 by 2030, only five years from now. I'm bullish on the stock, myself, own a few shares, and expect them to do quite well over the coming decade.

Why do we expect Nvidia to soar over the coming decade? Well, in my view, there are many reasons. A chief one is the continuing growth of artificial intelligence (AI) technology -- around the world. Nvidia, with a recent market cap of $4.6 trillion, is a leading semiconductor company, and the chips it designs are critical for AI because they help train AI.

Image source: The Motley Fool.

Nvidia seems likely to reap plenty of profits from its AI-enabling chips, but it will likely also profit from some significant investments in other companies, such as fellow chip specialist Intel and its customer OpenAI, owner of chatbot ChatGPT. Nvidia CEO Jensen Huang foresees up to $4 trillion in annual AI infrastructure spending by 2030 and expects Nvidia to reap a lot of that. More currently, Nvidia is seeing around $600 billion in data center spending this year.

So -- should you invest in Nvidia? It's not a crazy idea. Yes, it has averaged annual gains of more than 77% over the past decade, but its stock still doesn't seem wildly overvalued, considering its torrid growth. Its recent forward-looking price-to-earnings (P/E) ratio of 41.5 isn't too far from its five-year average of 38.9.

If you invest in Nvidia, don't assume that you'll enjoy 77% gains each year. Remember that as companies grow huge, it can be hard for them to keep growing rapidly. Still, I suspect that long-term investors buying some shares of Nvidia today will do well over a decade or more.

About the Author

Selena Maranjian is a contributing personal finance and investing expert at The Motley Fool. Selena has produced The Motley Fool’s nationally syndicated newspaper feature since 1997. She is the author of The Motley Fool Money Guide and Investment Clubs: How to Start and Run One the Motley Fool Way, and the co-author of The Motley Fool Investment Guide for Teens and several editions of The Motley Fool Investment Tax Guide. Prior to The Motley Fool, she worked as a high school teacher and public opinion analyst. She holds a master’s degree in teaching from Brown University and a master’s degree in finance from the Wharton School of the University of Pennsylvania.

Selena Maranjian has positions in Nvidia. The Motley Fool has positions in and recommends Intel and Nvidia. The Motley Fool recommends the following options: short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.

Timothy Morano
Oct 05, 2025 04:43

Solana trades at $232.12, up 1.10% in 24 hours, maintaining position above all major moving averages while approaching critical resistance at $253.51.

Market Overview
SOL is trading at $232.12, gaining 1.10% over the past 24 hours within a tight range of $224.07 to $232.30. The altcoin continues to hold above its 20-day simple moving average at $223.60, demonstrating resilience despite moderate trading volumes of $452.9 million. Solana’s current positioning above all major moving averages suggests underlying bullish momentum remains intact as traders await a decisive break of nearby resistance levels.

Technical Picture
The technical landscape for SOL presents a constructive setup with the cryptocurrency trading 3.8% above its 20-day SMA and a substantial 36.8% premium to the 200-day SMA at $169.68. The Relative Strength Index sits at 57.0, indicating neutral momentum with room for further upside before reaching overbought conditions. Most notably, the MACD indicator shows a bullish configuration with a positive histogram reading of 1.1037, suggesting strengthening momentum.

The SOL price action demonstrates controlled consolidation rather than bearish rejection, with the cryptocurrency maintaining support above the psychologically important $230 level. This price behavior, combined with the technical indicator alignment, points to potential continuation of the broader uptrend that has carried Solana significantly above its longer-term moving averages.

Critical Levels to Watch
The immediate resistance at $253.51 represents the primary hurdle for SOL bulls, with a break above this level potentially opening the door for further gains. This resistance level has proven significant in recent trading sessions and will likely attract increased selling pressure on approach.

Support structures appear robust with the first meaningful level at $223.60 coinciding with the 20-day moving average. Below this, the 50-day SMA at $213.65 provides secondary support, while the more distant $190.80 level represents a critical longer-term support zone that would need to hold to maintain the current bullish structure.

The pivot point at $229.50 serves as a short-term equilibrium level, with SOL/USDT currently trading slightly above this threshold, indicating modest bullish bias in the immediate term.

Market Sentiment
Trading volume of $452.9 million reflects moderate participation levels, suggesting the current consolidation phase lacks the conviction typically seen at major turning points. The absence of significant news catalysts in recent sessions has allowed technical factors to drive price action, with institutional and retail participants likely positioning for the next directional move.

The maintenance of support above key moving averages despite relatively subdued volume indicates underlying strength in Solana’s market structure, with selling pressure appearing limited at current levels.

Trading Perspective
Risk-reward dynamics favor cautious optimism for SOL at current levels, with a clear invalidation point below the 20-day SMA providing defined risk parameters for bullish positions. Short-term traders might consider resistance at $253.51 as a profit-taking zone, while longer-term participants could view any pullback toward the $223-$225 range as an accumulation opportunity.

The neutral RSI reading provides flexibility for both directional scenarios, though the bullish MACD suggests upside momentum may have more room to develop. Conservative traders might await a decisive break above resistance before committing capital, while aggressive participants could position for a breakout attempt.

Bottom Line
SOL maintains a constructive technical posture above key moving averages with $253.51 resistance representing the next significant test for continuation of the broader uptrend.

For the latest SOL price updates and Solana analysis, monitor key support and resistance levels mentioned above.

Image source: Shutterstock

sol price analysis
sol price prediction

ORO Finance has officially gone live on Meteora with its gold-backed tokens. ORO is a platform focused on bridging traditional assets with blockchain.

Bitcoin surged to a new all-time high of $124,851 during early Asian trading hours Sunday, surpassing its August peak.The move follows a volatile September, as October’s “Uptober” rally lifted BTC over 9% this month.After flipping $120,000 into support, Bitcoin’s breakout signals renewed bullish momentum and reinforces its dominant market position.In early Asian trading hours on Sunday, Bitcoin surged past its prior ceiling to register a new all-time high of 124,851, eclipsing the previous record set in August.

The flagship cryptocurrency had endured a volatile September, but October (“Uptober”) has brought a sharp reversal in sentiment — and with it, a notable breakout.

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Bitcoin Hits All-Time HighBeInCrypto Markets data showed that the largest cryptocurrency has appreciated by over 9% this month. Earlier today, it hit a new record peak of 124,851 on Binance. At press time, the coin traded at $124,316, up 2.28% over the past day alone.

BTC Price Performance. Source: TradingViewThe milestone came after BTC recently flipped the $120,000 level into support, opening the path toward a fresh ATH. BeInCrypto’s recent analysis also indicated that such a move was likely for the coin.

Disclaimer

In adherence to the Trust Project guidelines, BeInCrypto is committed to unbiased, transparent reporting. This news article aims to provide accurate, timely information. However, readers are advised to verify facts independently and consult with a professional before making any decisions based on this content. Please note that our Terms and Conditions, Privacy Policy, and Disclaimers have been updated.

Bitcoin surged to an all-time high above $125,000 early on October 5th. Is $150K next?

Sparks strike representation of cryptocurrency Bitcoin in this illustration taken November 24, 2024. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab

Oct 5 (Reuters) - Bitcoin, the world's largest cryptocurrency by market value, hit a record high on Sunday and was up nearly 2.7% at $125,245.57 at 0512 GMT.

Bitcoin's previous record was $124,480 in mid-August, buoyed by friendlier regulations from U.S. President Donald Trump's administration and strong demand from institutional investors.

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The cryptocurrency had risen on Friday for an eighth straight session, bolstered by recent gains in U.S. equities and inflows into bitcoin exchange-traded funds.

In contrast, the U.S. dollar retreated on Friday, posting multi-week losses against major currencies, as uncertainty surrounding a U.S. government shutdown clouded the outlook and delayed key data releases, such as payrolls, critical for gauging the economy's direction.

Reporting by Anusha Shah in Bengaluru; Editing by Lincoln Feast and Jamie Freed

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Bitcoin price surged to a record high on Sunday, continuing a trend that has been going on in the past few weeks. BTC jumped to a high of $125,650 as it rose for the fifth consecutive day following the crash to $108,652. This article explains some of the top reasons why BTC is soaring.

7h35 ▪
4
min read ▪ by
Luc Jose A.

Summarize this article with:

Spot Bitcoin ETFs have just recorded their second-best historical week, with $3.24 billion in net inflows. This spectacular resurgence of interest occurs amidst an still uncertain economic climate, but rekindles hope for a dynamic fourth quarter for the crypto market. Far from a mere rebound, these massive flows reflect a clear reversal in institutional investors’ sentiment, on the eve of an October historically favorable to Bitcoin.

In Brief

Spot Bitcoin ETFs recorded $3.24 billion in net inflows in one week, their second-best historical performance.
This rebound follows a week of massive outflows and is explained by a sudden change in investor sentiment.
The prospect of a rate cut by the Fed boosts appetite for risky assets, directly benefiting Bitcoin.
Uptober, historically a bullish month for BTC, starts on a good note with supportive technical indicators.

Record Inflows and a Sharp Sentiment Reversal
While many analysts predict a historic year-end for the flagship asset, spot Bitcoin ETFs listed in the United States recorded $3.24 billion in net inflows last week, according to data compiled by SoSoValue.

This figure follows a previous week marked by withdrawals of $902 million, illustrating a sharp turnaround in flow dynamics. It is the second-best week in terms of net inflows since the launch of these products, just behind the $3.38 billion reached at the end of November 2024.

Iliya Kalchev, analyst at Nexo, explains this sharp recovery by a change in investor mood : “a new anticipation of interest rate cuts in the United States triggered a sentiment shift, attracting renewed demand for Bitcoin ETFs.”

This massive flow occurs while bitcoin trades near key technical levels, where absorption by ETFs intensifies as selling pressure from long-term holders eases. Kalchev highlights that this situation helps build a stronger base for the asset. According to his projections, if the current momentum continues, the market could see :

More than 100,000 BTC removed from circulation during the fourth quarter ;
More than double the volume of new BTC issued through mining ;
A mechanical scarcity effect reinforced by the decline in floating supply ;
A stronger correlation between ETF inflows and BTC price action.

These factors reinforce the thesis that Bitcoin ETFs have now become the main barometer of institutional sentiment in the crypto sector.

Between Bullish Seasonality and Macroeconomic Expectations
Beyond the raw figures, this bullish dynamic fits into a broader context, that of Uptober, a month historically favorable for bitcoin. According to CoinGlass data, October shows average monthly returns close to 20 %, ranking second among the best months for BTC, behind November.

This well-known seasonality fuels analysts’ optimism for a strong early-quarter rally, driven both by inflows into ETFs and by an economic environment perceived as more accommodative.

“Uptober shows clear signs of a breakout at the start of the fourth quarter, fueled by ETF flows, seasonal strength, and more flexible macroeconomic conditions,” says Kalchev.

However, momentum could be tempered by several key events expected in the coming days. Fed Chair Jerome Powell’s speech and the publication of the latest FOMC meeting decisions could alter market expectations.

Adding to this is uncertainty linked to the release of the monthly employment report in the United States, which now depends on the duration of the ongoing government shutdown. These factors weigh on short-term readability and could, either way, reinforce or break the current momentum.

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Luc Jose A.

Diplômé de Sciences Po Toulouse et titulaire d'une certification consultant blockchain délivrée par Alyra, j'ai rejoint l'aventure Cointribune en 2019.
Convaincu du potentiel de la blockchain pour transformer de nombreux secteurs de l'économie, j'ai pris l'engagement de sensibiliser et d'informer le grand public sur cet écosystème en constante évolution. Mon objectif est de permettre à chacun de mieux comprendre la blockchain et de saisir les opportunités qu'elle offre. Je m'efforce chaque jour de fournir une analyse objective de l'actualité, de décrypter les tendances du marché, de relayer les dernières innovations technologiques et de mettre en perspective les enjeux économiques et sociétaux de cette révolution en marche.

DISCLAIMER

The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.