Market Signal Briefing

SEOUL, South Korea--(BUSINESS WIRE)--L3Harris Technologies (NYSE: LHX) has received a contract to deliver modified Bombardier Global 6500 airborne early warning and control (AEW&C) aircraft to the Republic of Korea Air Force. L3Harris is partnering with Bombardier, Israel Aerospace Industries’ ELTA Systems and Korean Air to provide this advanced capability. The program is valued at more than $2.26 billion.

These aircraft will fly faster and operate longer to improve the nation’s mission readiness. They will also cruise at higher altitudes for improved safety and provide combat-proven radar coverage to more quickly detect and track threats. The communications suite will provide interoperability with the United States, NATO and coalition partners, creating a networked battlespace with fifth-generation aircraft and beyond.

“L3Harris is ready to deliver an advanced aircraft fleet that will strengthen mission effectiveness for a key American ally in the Indo-Pacific region,” said Christopher Kubasik, Chair and CEO, L3Harris. “We look forward to collaborating with the Republic of Korea to develop, test, integrate and sustain this vital capability for years to come.”

“We are extremely pleased that the Bombardier Global 6500 will help the Republic of Korea Air Force defend its borders with L3Harris’ solution,” said Éric Martel, President and CEO, Bombardier. “Amid rising geopolitical tensions, this aircraft is the go-to choice for governments seeking to modernize their capabilities, with the reliability and performance to support the most demanding missions.”

“This team brings together world-class, field-proven capabilities to deliver an AEW&C solution for the Republic of Korea,” said Boaz Levy, President and CEO, IAI. “Our team’s strategic special mission aircraft integrates innovative solutions and proven expertise, such as sensor miniaturization and advanced AESA radar technology, coupled with advanced detection and classification capabilities that enable success even in the most challenging missions.”

“Throughout this collaboration, Korean Air will strengthen its capabilities in modification, integration and maintenance for the latest special mission aircraft,” said Jin Kyu Lim, Head of Aerospace Division, Korean Air. “As a leader in the domestic aerospace industry, we are committed to building a robust special mission aircraft sector and contributing to the nation’s defense capabilities.”

In addition to supporting aircraft deliveries, Korean industry will take the lead in operating and maintaining the program, including meeting any future manufacturing requirements.

About L3Harris Technologies

L3Harris Technologies is the Trusted Disruptor in the defense industry. With customers’ mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security. Visit L3Harris.com for more information.

About Bombardier Defense

Bombardier Defense offers something unique, combining Bombardier’s portfolio of top-performing Challenger and Global aircraft with unparalleled engineering and maintenance expertise to create custom solutions. Known for its collaborative and flexible approach, Bombardier Defense builds long-term partnerships with governments and militaries, as well as joining forces with the world’s most advanced mission system providers. Driven by a rich history of innovation, we are shaping the defense solutions of the future. To learn more about Bombardier Defense, visit bombardier.com/defense and follow us on LinkedIn. For corporate news and information about Bombardier (BBD-B.TO), visit bombardier.com.

About IAI

Israel Aerospace Industries (IAI) is a world-leading aerospace and defense company innovating and delivering state-of-the-art technologies in space, air, land, naval, cyber for defense and commercial markets. Combining the spirit of innovation with decades of combat-proven experience, IAI provides customers with tailor-made, cutting-edge solutions to the unique challenges they face, including satellites, UAVs, missiles, intelligence solutions, weapon systems, air defense systems, robotic systems, radars, business jets, aerostructures, and more. Established in 1953, IAI is one of Israel’s largest technology employers with offices and R&D centers in Israel and abroad.

About Korean Air

Since 1978, Korean Air has successfully performed depot maintenance and various upgrade tasks for a total of over 5,500 South Korean and U.S. military aircraft at the Busan Tech Center, the largest military aircraft maintenance base in the Asia-Pacific region. Korean Air is expanding its work in technologies such as UAV special mission aircraft and a space launch vehicle.

Forward-Looking Statements

This press release contains forward-looking statements that reflect management’s current expectations, assumptions and estimates of future performance and economic conditions. Such statements are made in reliance upon the safe harbor provisions of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. The company cautions investors that any forward-looking statements are subject to risks and uncertainties that may cause actual results and future trends to differ materially from those matters expressed in or implied by such forward-looking statements. Statements about order values are forward-looking and involve risks and uncertainties. L3Harris disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.

On October 17, 2025, Sapient Capital LLC disclosed a purchase of 259,392 Eli Lilly and Company (LLY -1.94%) shares, for a total transaction value of $193,028,908.

What HappenedSapient Capital LLC increased its stake in Eli Lilly and Company by 259,392 shares during Q3 2025, according to a U.S. Securities and Exchange Commission (SEC) filing dated October 17, 2025 (SEC filing). The estimated transaction value was $193.03 million, based on the average closing price for Q3 2025. The fund now holds 1,477,879 shares worth $1.07 billion in Q3 2025.

What Else to KnowBuy activity increased the position to 16.53% of Sapient Capital's 13F AUM in Q3 2025

Top holdings after the filing:

LLY: $1.07 billion (16.5% of AUM) as of September 30, 2025APP: $906.45 million (14.0% of AUM) as of September 30, 2025AAPL: $346.81 million (5.3% of AUM) as of September 30, 2025MSFT: $313.49 million (4.8% of AUM) as of September 30, 2025GOOGL: $238.99 million (3.7% of AUM) as of September 30, 2025As of October 17, 2025, shares were priced at $802.83, down 12.46% over the past year; shares have underperformed the S&P 500 by 25.79 percentage points

Company OverviewMetricValuePrice (as of market close 2025-10-17)$802.83Market Capitalization$722.03 billionRevenue (TTM)$53.26 billionNet Income (TTM)$13.80 billionCompany SnapshotEli Lilly and Company is a global pharmaceutical leader with a market capitalization of $722.03 billion as of October 17, 2025 and a diversified portfolio of innovative therapies. The company’s strategy centers on advancing high-impact medicines and expanding its reach through scientific innovation and partnerships. Its scale and established presence in key therapeutic areas provide advantages in the healthcare sector.

The company offers a broad portfolio of pharmaceuticals for diabetes, oncology, immunology, neuroscience, and other therapeutic areas, with leading products such as Trulicity, Humalog, Jardiance, and Taltz. It generates revenue primarily through the discovery, development, and global commercialization of branded prescription medicines, leveraging internal R&D and strategic collaborations. It treats patients with chronic and complex health conditions.

Foolish TakeThis recent transaction by Sapient Capital, a private wealth advisor, is a notable institutional purchase. Here's why.

First off, Sapient acquired over 259,000 shares of Eli Lilly, worth around $193 million. That is, of course, a great deal of money. But beyond that, the transaction makes the stock Sapient's largest overall holding, with about $1.07 billion worth of Eli Lilly stock. In other words, Sapient is significantly increasing its already enormous stake Eli Lilly stock. That demonstrates the fund managers have a great deal of conviction that Eli Lilly stock should perform well.

Average investors may want to take note of this, particularly given Eli Lilly's recent underperformance against major market indexes like the S&P 500. For example, Eli Lilly stock has lagged the S&P 500 year-to-date. Indeed, it has generated a total return of around 5% in 2025, while the benchmark index has generated a total return of 14%.

One potential headwind for Eli Lilly may be political pressure from Washington. President Donald Trump recently said that his administration will work to cut the cost of brand-name GLP-1s, like Eli Lilly's Zepbound, to $150 per month -- a significant decrease from the rate Eli Lilly currently offers on their direct-to-consumer site. That could cut into the company's profits which have skyrocketed from $5 billion to nearly $14 billion thanks in part to the introduction of Zepbound in 2023.

In summary, investment advisor Sapient has made a huge bet on Eli Lilly stock, boosting its stake by ~25% and making the stock its top holding. The company's shares have underperformed this year, and pressure from Washington is increasing for the company to lower the price of its star drug, Zepbound, which could stifle its overall profitability. All in all, it's a mixed picture for Eli Lilly with significant uncertainty surrounding at least one of its key products.

Glossary13F assets under management (AUM): The value of securities a fund manager reports to the SEC on Form 13F, typically U.S.-listed equities.
Position: The amount of a particular security or asset held by an investor or fund.
Trailing twelve months (TTM): The 12-month period ending with the most recent quarterly report.
Dividend yield: Annual dividends per share divided by the share price, shown as a percentage.
Forward price-to-earnings ratio: A valuation metric comparing a company's current share price to its expected future earnings per share.
Enterprise value to EBITDA: A valuation ratio comparing a company’s total value (enterprise value) to its earnings before interest, taxes, depreciation, and amortization.
Stake: The ownership interest or share held by an investor in a company.
Holding: A security or asset owned by an investor or fund.
Buy activity: The act of purchasing additional shares or assets, increasing an investor's or fund's position.
Therapeutic areas: Specific categories of diseases or medical conditions targeted by pharmaceutical products.
Strategic collaborations: Partnerships between companies to achieve shared business or research goals.

Jake Lerch has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Apple, and Microsoft. 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.

This stock, an AI player, may be at the start of its growth story.

Growth stocks have soared over the past two years, pushing the S&P 500 to record highs -- and this is thanks to a couple of things. First, investors are betting that technologies such as artificial intelligence (AI) and quantum computing will revolutionize how businesses operate, so they've piled into stocks present in these areas, growth stocks like Nvidia and Alphabet, just to name two examples. Second, investors are optimistic that a lower interest rate environment may support companies focused on growth and, therefore, have piled into these players.

This momentum may continue for quite a while as the AI and quantum stories are in their early days and interest rates have just begun to decrease. This means now is a great time to add growth stocks to your portfolio because they may still have plenty of room to run. It's also important to remember that even if the market environment shifts and growth stocks stumble, quality players are still likely to boost your portfolio significantly over the long run.

With this in mind, let's check out the smartest growth stock to buy with $1,000 (or even less) right now.

Image source: Getty Images.

A market that may top $1 trillion
You probably won't be surprised when I tell you this company is present in the area of AI. After all, this industry represents significant opportunity in the years to come. Analysts predict that the AI market will reach into the trillions of dollars by the start of the next decade, up from about $300 billion today.

This particular company plays a key role, has carved out an important niche, and recently announced impressive wins. I'm talking about networking giant Broadcom (AVGO -1.24%). This is the tech giant behind thousands of products found in smartphones, home connectivity devices, data center servers, and more.

Today, though, the business that's driving enormous growth at Broadcom is AI. Broadcom offers customers products they need to connect and drive communications among compute nodes in data centers -- and it's seen demand for its Tomahawk switches and Jericho routers soar. Broadcom recently launched the Jericho4 router, a tool that connects more than 1 million of the company's AI chips across data centers.

Carving out a niche
This brings me to the subject of chips, and this is where I say Broadcom has carved out a niche with its extended processing units (XPUs). These AI chips don't necessarily compete directly with those of market leader, Nvidia, and here's why.

While Nvidia's chips are general-purpose, providing incredible power for a broad range of tasks, Broadcom's XPUs are custom accelerators, designed for specific tasks. This is fantastic because it means Broadcom can offer customers something different and excel in this area -- and recent earnings reports and contracts have shown it's on the right path.

A few days ago, OpenAI announced it would deploy 10 gigawatts of Broadcom's XPUs from the second half of next year through 2029. (A gigawatt is the equivalent of 100 million LED bulbs, says the U.S. Department of Energy.)

This is a big deal because OpenAI, the research lab that created ChatGPT, is a key player in the development of AI and is working with the biggest players in the field, from Nvidia to Advanced Micro Devices. In its latest earnings call, Broadcom also spoke of a new $10 billion order for its XPUs (the company didn't reveal the customer's identity).

AI revenue climbs 63%
And speaking of earnings, Broadcom has already seen tremendous growth from its AI business, with AI revenue increasing 63% to more than $5 billion in the last quarter. It expects the business to bring in more than $6 billion in the current quarter, which will represent 11 straight quarters of growth.

All this, along with Nvidia's forecast for AI infrastructure spending to reach as much as $4 trillion by 2030, bodes well for this growth company in the years to come. Today, Broadcom stock doesn't look cheap at 51 times forward earnings estimates. However, it's important to remember that Broadcom is still in the early days of its AI story, and this valuation doesn't take into account earnings beyond next year.

Broadcom has just begun showing its AI strengths and has plenty of room to run when it comes to winning customers and generating revenue growth. That's why today, it's the smartest growth stock to buy with $1,000 and hold on to as this AI story plays out.

Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

Brookfield Corporation is at the forefront of investing in AI infrastructure.

Brookfield Corporation (BN 1.07%) believes artificial intelligence (AI) could become the most impactful general-purpose technology in human history. However, in order for AI to achieve its immense promise, the world needs to invest what's estimated to be a staggering $7 trillion in AI-related infrastructure over the next decade.

The leading global investment firm plans to be at the forefront of capturing this once-in-a-generation opportunity to build the backbone infrastructure to support this game-changing technology. The company and its affiliates are investing heavily to support each aspect of AI infrastructure development -- from data centers to renewable power -- positioning its business to deliver robust growth and strong returns in the years to come.

Image source: Getty Images.

AI needs infrastructure
Infrastructure is essential to our modern world. Without power plants and transmission lines, we wouldn't have electricity in our homes and businesses. Likewise, we couldn't use the internet, send text messages, or stream content without cell towers and fiber optic networks.

AI also requires infrastructure to thrive. It needs specialized data centers to house the GPUs, CPUs, networking, data storage, and advanced cooling systems needed to support large language models (LLMs). To build these massive AI factories, companies need real estate, infrastructure, power, and capital.

The capital need is massive due to the cost of land, computing power, and other infrastructure to support AI. Brookfield estimates that total spending on AI infrastructure alone will exceed $1 trillion by the end of 2029 and reach over $7 trillion within the next decade. Technology companies have significantly ramped up their capital spending, with hyperscalers (large cloud computing service providers) boosting their capex 50% this year to $400 billion. A big driver is that AI workloads require 10 times the computing power of non-AI workloads.

Building the backbone to support AI
Hyperscalers can't build out all this infrastructure on their own. They need partners to provide them with expertise, infrastructure, power, and capital. Few companies are in a better position to support the buildout of AI infrastructure than Brookfield Corporation. It has expertise across every aspect of the AI innovation cycle as it's a global leader in real estate, infrastructure, power, and capital solutions.

For example, the company's infrastructure subsidiary, Brookfield Infrastructure (BIPC -1.61%) (BIP 1.06%), has a global data infrastructure platform with investments in over 300,000 telecom towers, two U.S. semiconductor manufacturing foundries, miles and miles of fiber optic cable networks, and more than 140 operating data centers worldwide with over 1.7 gigawatts of contracted capacity. The company has been leveraging Brookfield's real estate expertise to acquire land to support future data center developments. It currently has the capacity to develop an additional 3.6 GW of data center capacity, representing a 50% increase from its development potential as of the end of 2023.

Meanwhile, Brookfield Corporation's renewable energy subsidiary, Brookfield Renewable (BEPC -2.25%) (BEP -0.68%), is becoming a key partner in helping power the AI megatrend. The company owns a leading global renewable energy portfolio spanning hydropower, wind, solar, and battery storage. It has become the partner of choice in helping support the power needs of hyperscalers. For example, earlier this year, Brookfield signed a first-of-its-kind hydro framework agreement with Google. It will potentially supply the technology giant with up to 3 GW of carbon-free hydropower in the U.S. in the coming years, the largest-ever corporate hydro deal. Brookfield also signed the largest-ever corporate power deal with Microsoft last year. It will deliver 10.5 GWs of renewable power to the tech titan by the end of 2030 by developing new projects across the U.S. and Europe.

Overall, Brookfield Corporation sees potential to leverage its capabilities and invest $200 billion in building AI factories across North America and Europe. This massive opportunity drives the company's belief that AI infrastructure will eventually become the largest business within its platform. This significant investment in AI infrastructure supports the company's conviction that it can achieve 25% annualized earnings-per-share growth over the next five years.

Positioned to capitalize on the AI infrastructure boom
Brookfield Corporation sees a massive opportunity to invest in AI infrastructure. It's capitalizing on this opportunity by leveraging its expertise in real estate, infrastructure, power, and capital solutions to invest in supporting the buildout of AI infrastructure across its platform. These investments could help drive robust earnings growth across its platform, making Brookfield a great stock to buy to cash in on this once-in-a-generation opportunity to build out AI infrastructure.

Matt DiLallo has positions in Alphabet, Brookfield Corporation, Brookfield Infrastructure, Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners. The Motley Fool has positions in and recommends Alphabet, Brookfield, Brookfield Corporation, and Microsoft. The Motley Fool recommends Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners 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.

This semiconductor company has been growing at an incredible pace and trades at an attractive valuation.

Buying and holding on to solid companies that have the potential to deliver above-average growth is one of the best ways to make money in the stock market. That's because the market is likely to reward such companies for their outstanding growth with healthy upside.

Marvell Technology (MRVL -0.36%) is one such company that has been registering terrific growth in its revenue and earnings in recent quarters. However, at the time of this writing, the semiconductor stock has lost 22% of its value on the market so far in 2025. Marvell stock's decline despite its phenomenal growth means that investors now have the opportunity to buy it at an attractive valuation.

What's more, the majority of the Wall Street analysts covering Marvell rate this semiconductor stock as a buy. Let's see why that's the case and check why you may regret not buying Marvell following its pullback this year.

Image source: Getty Images.

Marvell Technology's custom chips are set to drive phenomenal long-term growth
Marvell is known for designing application-specific integrated circuits (ASICs). These chips are designed to perform specific tasks. They have been in red-hot demand thanks to their ability to run artificial intelligence (AI) workloads in data centers with high efficiency and lower costs.

That's not surprising, as the custom nature of ASICs means that they are designed for carrying out specific functions. This is why they can outperform even graphics processing units (GPUs) that are meant for general-purpose computing applications.

The cost advantages and performance of these ASICs explain why they are expected to outsell GPUs in data centers for handling AI workloads in 2026. Market research firm TrendForce estimates that shipments of custom AI processors could jump nearly 45% next year, which would be well above the 16% increase in GPU shipments.

Marvell Technology is the second-largest player in the custom AI processor market after Broadcom. According to Marvell's own estimates, its share of the custom AI processor market was less than 5% in 2023. However, it expects to take that share up to 20% by 2028. The good part is that Marvell seems to be on its way to achieving its target, per various Wall Street analysts.

Investment banking and financial services provider Oppenheimer recently hiked its price target on Marvell stock to $115, which points toward 32% upside from current levels. Oppenheimer analysts point out that Marvell is on track to diversify its custom AI processor client base on the back of 20 new design wins that it has secured so far.

The likes of Amazon and Microsoft are set to release new custom AI processors next year based on Marvell's designs, positioning the company for a potentially higher market share. Even Bank of America analyst Vivek Arya had hiked his price target on Marvell stock in June this year, citing its potential to increase its customer pipeline for custom AI processors beyond Amazon, Microsoft, and Alphabet.

This positive analyst sentiment isn't surprising, since Marvell pointed out in June that it has more than 50 custom AI chip opportunities in its pipeline across more than 10 customers. These customers include the top four cloud hyperscalers in the U.S., along with emerging AI-focused cloud computing companies. The company sees a potential lifetime revenue opportunity worth $75 billion from these custom AI opportunities.

That's massive considering that its trailing 12-month revenue stands at just over $7.2 billion. As such, it won't be surprising to see Marvell sustaining the stunning growth that it has been witnessing of late. The company's revenue in the first six months of fiscal 2026 stands at $3.9 billion, up by 60% from the prior-year period. Its non-GAAP earnings have more than doubled during this period, rising by 139% to $1.29 per share.

Considering that Marvell's custom AI revenue opportunity is 10x the revenue it has generated in the past year, it definitely has the ability to keep growing at an eye-popping pace in the long run. That's why buying this AI stock is a no-brainer right now.

The valuation is too attractive to ignore
Out of 40 analysts covering Marvell stock, 32 rate it as a buy. That's not surprising as Marvell is trading at just 25 times forward earnings. Marvell's earnings multiple is lower than the tech-laden Nasdaq 100 index's forward earnings multiple of 29.

So, Marvell stock looks like a steal deal right now considering the pace at which its bottom line is growing, as well as the lucrative long-term opportunity that it is sitting on. All this makes Marvell a top growth stock to buy, as its AI-fueled growth could send the stock on a terrific long-term rally. In fact, the stock has shot up 28% in the past month, and the points discussed above suggest that more upside could be in the cards.

Bank of America is an advertising partner of Motley Fool Money. Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, and Microsoft. The Motley Fool recommends Broadcom and Marvell Technology 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.

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NEW YORK, Oct. 19, 2025 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Cytokinetics, Inc. (NASDAQ: CYTK) between December 27, 2023 and May 6, 2025, both dates inclusive (the “Class Period”), of the important November 17, 2025 lead plaintiff deadline.

SO WHAT: If you purchased Cytokinetics 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 Cytokinetics class action, go to https://rosenlegal.com/submit-form/?case_id=45298 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 17, 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. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. 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 throughout the Class Period made false and/or misleading statements regarding the timeline for the New Drug Application (“NDA”) submission and approval process for aficamten. Specifically, defendants represented that Cytokinetics expected approval from the U.S. Food and Drug Administration (“FDA”) for its NDA for aficamten in the second half of 2025, based on a September 26, 2025 Prescription Drug User Fee Act (“PDUFA”) date, and failed to disclose material risks related to Cytokinetics’ failure to submit a Risk Evaluation and Mitigation Strategy (“REMS”) that could delay the regulatory process. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Cytokinetics class action, go to https://rosenlegal.com/submit-form/?case_id=45298 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.
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Activity Report for Quarter Ended September 30, 2025 (Appendix 4C)

October 19, 2025 19:48 ET

 | Source:

Mesoblast Limited

NEW YORK, Oct. 19, 2025 (GLOBE NEWSWIRE) -- Mesoblast Limited (Nasdaq:MESO; ASX:MSB), global leader in allogeneic cellular medicines for inflammatory diseases, today provided highlights of its recent activities for the first quarter ended September 30, 2025.

Mesoblast Chief Executive Dr. Silviu Itescu said, “Revenues from sales of Ryoncil® continue to increase, driven by greater physician adoption with reimbursement from both commercial and government payers. Having a permanent J-Code assigned by Centers for Medicare and Medicaid Services (CMS), which became active October 1, should serve to further enhance product adoption.”

FINANCIAL HIGHLIGHTS FOR QUARTER ENDED SEPTEMBER 30, 2025

Revenue from cell therapy products was US$20.6 million, up from US$12.9 million in the previous quarter ended June 30, 2025, and over ten times greater than prior corresponding Q1 FY25.Revenue growth for the September 2025 quarter compared with the June 2025 quarter was driven by a 66% increase in Ryoncil® gross sales to US$21.9 million and 69% increase in net sales to US$19.1 million after 12.7% gross to net adjustment.US$14.9 million net operating cash spend, a reduction of US$1.7 million versus the prior quarter ended June 30.US$145 million cash on hand at September 30, 2025.Entered into convertible note subscription agreements to issue, at its sole discretion, up to US$50.0 million of unsecured convertible notes. The funding is available at Mesoblast’s option, following shareholder approval at this year’s annual general meeting, to repay or reduce the amount owing to its secured lenders under the existing loan agreements and for general working capital purposes.
OPERATIONAL HIGHLIGHTS

Ryoncil® is the first mesenchymal stromal cell (MSC) product approved by the U.S. Food and Drug Administration (FDA) for any indication, and the only product approved for children under age 12 with steroid-refractory acute graft-versus-host disease (SR-aGvHD).1A specific Healthcare Common Procedure Coding System (HCPCS) J-Code was assigned to Ryoncil® by United States Medicare & Medicaid Services (CMS) and became active for billing and reimbursement on October 1, 2025. Formal recognition by CMS is a significant milestone for Ryoncil® as the product becomes easier to bill and pay for.2The new permanent J-Code, J3402, provides a standardized, clear, permanent, and specific billing pathway for Ryoncil® by Medicaid, facilitating reimbursement and broader patient access for this important therapy. Additionally, commercial payers look to the permanent J-code to update their coverage systems.Mesoblast has onboarded 40 transplant centers since product launch. Across the U.S. market we have identified 45 priority transplant centers that account for approximately 80% of U.S. pediatric transplants.Coverage for Ryoncil® continues to expand with over 260 million US lives insured by commercial and government payers. Federal Medicaid coverage by CMS is in place and mandatory fee-for-service Medicaid coverage for Ryoncil® became effective July 1 in all US states. To assist patients and institutions with insurance coverage, financial assistance, and access programs, ensuring that no patient is left behind in receiving this potentially life-saving therapy, Mesoblast has established a patient access hub termed MyMesoblast™, where Ryoncil® is available for ordering. Additional information is available on ryoncil.com, where valuable resources for healthcare providers, patients and caregivers can be found.In July, Mesoblast met with FDA to discuss a pivotal trial for Ryoncil® in adults with severe SR-aGvHD. Given the continued unmet need in adults with severe SR-aGvHD, Mesoblast intends to conduct a pivotal study of Ryoncil® on top of approved second-line therapy in patients with severe SR-aGvHD.This trial will be conducted with the NIH-funded Bone Marrow Transplant Clinical Trials Network (BMT-CTN), the objective being to extend Ryoncil’s® label from children to adults with SR-aGvHD, a population approximately three times the size of the pediatric SR-aGvHD population. Other
Fees to Non-Executive Directors were US$113,942 and salary payments (including short term incentives) to full-time Executive Directors were US$1,067,942, detailed in Item 6 of the Appendix 4C cash flow report for the quarter.3

A copy of the Appendix 4C – Quarterly Cash Flow Report for the first quarter FY2026 is available on the investor page of the company’s website www.mesoblast.com.

About Mesoblast
Mesoblast (the Company) is a world leader in developing allogeneic (off-the-shelf) cellular medicines for the treatment of severe and life-threatening inflammatory conditions. The therapies from the Company’s proprietary mesenchymal lineage cell therapy technology platform respond to severe inflammation by releasing anti-inflammatory factors that counter and modulate multiple effector arms of the immune system, resulting in significant reduction of the damaging inflammatory process.

Mesoblast’s Ryoncil® (remestemcel-L-rknd) for the treatment of steroid-refractory acute graft versus host disease (SR-aGvHD) in pediatric patients 2 months and older is the first FDA-approved mesenchymal stromal cell (MSC) therapy. Please see the full Prescribing Information at www.ryoncil.com.

Mesoblast is committed to developing additional cell therapies for distinct indications based on its remestemcel-L and rexlemestrocel-L allogeneic stromal cell technology platforms. Ryoncil® is being developed for additional inflammatory diseases including SR-aGvHD in adults and biologic-resistant inflammatory bowel disease. Rexlemestrocel-L is being developed for heart failure and chronic low back pain. The Company has established commercial partnerships in Japan, Europe and China.

About Mesoblast intellectual property: Mesoblast has a strong and extensive global intellectual property portfolio, with over 1,000 granted patents or patent applications covering mesenchymal stromal cell compositions of matter, methods of manufacturing and indications. These granted patents and patent applications provide commercial protection extending through to at least 2044 in all major markets.

About Mesoblast manufacturing: The Company’s proprietary manufacturing processes yield industrial-scale, cryopreserved, off-the-shelf, cellular medicines. These cell therapies, with defined pharmaceutical release criteria, are planned to be readily available to patients worldwide.

Mesoblast has locations in Australia, the United States and Singapore and is listed on the Australian Securities Exchange (MSB) and on the Nasdaq (MESO). For more information, please see www.mesoblast.com, LinkedIn: Mesoblast Limited and Twitter: @Mesoblast

References / Footnotes

Please see the full Prescribing Information at www.ryoncil.comCoding and coverage decisions are made by payers, and coverage cannot be guaranteedAs required by ASX listing rule 4.7 and reported in Item 6 of the Appendix 4C, reported are the aggregated total payments to related parties being Executive Directors and Non-Executive Directors.
Forward-Looking Statements
This press release includes forward-looking statements that relate to future events or our future financial performance and involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to differ materially from any future results, levels of activity, performance or achievements expressed or implied by these forward-looking statements. We make such forward-looking statements pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. Forward-looking statements should not be read as a guarantee of future performance or results, and actual results may differ from the results anticipated in these forward-looking statements, and the differences may be material and adverse. Forward-looking statements include, but are not limited to, statements about: the initiation, timing, progress and results of Mesoblast’s preclinical and clinical studies, and Mesoblast’s research and development programs; Mesoblast’s ability to advance product candidates into, enroll and successfully complete, clinical studies, including multi-national clinical trials; Mesoblast’s ability to advance its manufacturing capabilities; the timing or likelihood of regulatory filings and approvals, manufacturing activities and product marketing activities, if any; the commercialization of Mesoblast’s RYONCIL for pediatric SR-aGVHD and any other product candidates, if approved; regulatory or public perceptions and market acceptance surrounding the use of stem-cell based therapies; the potential for Mesoblast’s product candidates, if any are approved, to be withdrawn from the market due to patient adverse events or deaths; the potential benefits of strategic collaboration agreements and Mesoblast’s ability to enter into and maintain established strategic collaborations; Mesoblast’s ability to establish and maintain intellectual property on its product candidates and Mesoblast’s ability to successfully defend these in cases of alleged infringement; the scope of protection Mesoblast is able to establish and maintain for intellectual property rights covering its product candidates and technology; estimates of Mesoblast’s expenses, future revenues, capital requirements and its needs for additional financing; Mesoblast’s financial performance; developments relating to Mesoblast’s competitors and industry; and the pricing and reimbursement of Mesoblast’s product candidates, if approved. You should read this press release together with our risk factors, in our most recently filed reports with the SEC or on our website. Uncertainties and risks that may cause Mesoblast’s actual results, performance or achievements to be materially different from those which may be expressed or implied by such statements, and accordingly, you should not place undue reliance on these forward-looking statements. We do not undertake any obligations to publicly update or revise any forward-looking statements, whether as a result of new information, future developments or otherwise.

Release authorized by the Chief Executive.

For more information, please contact:

Corporate Communications / Investors
Paul Hughes
T: +61 3 9639 6036

Media – Global
Allison Worldwide
Emma Neal
T: +1 603 545 4843
E: [email protected]

Media – Australia
BlueDot Media
Steve Dabkowski
T: +61 419 880 486
E: [email protected]

Buffett keeps buying one of his favorite stocks.

It has been an up and down year for Warren Buffett's portfolio. Many of his biggest positions have been trimmed aggressively. But according to recent filings, his holding company, Berkshire Hathaway, is loading up on one of Buffett's favorite stocks. Last quarter, it boosted its position by more than $500 million.

On paper, this stock has it all. It's priced at a discount to the market, offers a compelling dividend yield, and could generate impressive growth over the next few years.

This has been one of Warren Buffett's favorite stocks since 2020
Berkshire Hathaway first took a position in Chevron (CVX 0.90%) back in 2020, not long after the nadir of the COVID-19 flash crash. Buffett's estimated purchase price was around $80. But over the years, he has managed the position aggressively. In early 2021, for instance, just one year after his initial purchase, Buffett slashed his Chevron stake by more than 50%. Towards the end of 2021, however, he began rebuilding his position. Several more purchases and sales occurred in 2022, including the massive acquisition of 121 million shares in the first quarter.

Notably, Berkshire has been a net seller in recent quarters. In six of the past seven quarters, for example, Berkshire has sold more Chevron stock than it purchased. But that all changed this quarter when Buffett purchased nearly 3.5 million shares worth roughly $520 million. It was one of the biggest stock purchases of the quarter for Buffett, giving Berkshire a 7% stake in the entire business.

Why did Buffett load up on this giant oil stock that he knows so well? The numbers below paint a compelling picture.

Chevron stock looks very attractive for certain investors
After several consecutive winning years, the stock market as a whole isn't obviously a value right now. The S&P 500, for example, trades at 31 times earnings -- well above its long-term average. Chevron stock, meanwhile, trades at just 19 times earnings. Revenue growth is stagnant right now, but free cash flow remains high, helping to support a 4.5% dividend yield.

Part of the challenge with Chevron stock right now isn't under its direct control. Oil prices slid heavily this year, falling under $60 per barrel. Oil inventories continue to rise, with meaningful surpluses expected in 2026 due to rising production globally. In total, it's a tough place to be for businesses that sell oil.

As an integrated producer, with interests in refining, chemical production, and even energy generation for artificial intelligence applications, Chevron has long been able to manage industry cyclicality with ease. Chevron's CEO focuses on cost controls and capital efficiency to ensure profits remain stabilized even with low oil prices. But unless those oil prices move higher, expect so-so results from Chevron -- a big reason why shares have traded sideways since 2022.

Here's the thing: Chevron stock is still a very compelling purchase for certain investors. If you're finding it difficult to find market values, are worried about a potential bear market, or believe geopolitical tensions are about to rise, allowing oil prices to recover quickly, Chevron shares could be a fit. While shares aren't a steal, they are arguably fairly valued at 19 times earnings. The dividend yield and free cash flow consistency, meanwhile, can help offset losses during a market downturn. And given ongoing geopolitical disputes, it's not unreasonable to expect sudden shifts in oil demand and supply.

All in all, this looks like a classic move for Buffett in this market environment. He understands Chevron's business model well, and with a rising cash hoard, it's clear that he's finding it difficult to spot market bargains. Chevron is as close to a value stock in today's environment as it gets.

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

Oil fell in the early Asian session, weighed down by prospects of a market surplus.

, /PRNewswire/ -- CARsgen Therapeutics Holdings Limited (Stock Code: 2171.HK), a company focused on developing innovative CAR T-cell therapies, announces that the research results of the Phase Ib registrational clinical trial of satricabtagene autoleucel ("satri-cel", CT041) (an autologous CAR T-cell product candidate against protein Claudin18.2) for pancreatic cancer (PC) adjuvant therapy in China (CT041-ST-05, NCT05911217) has been presented in poster session at European Society for Medical Oncology (ESMO) Congress 2025. The poster was titled "Adjuvant Therapy with Claudin18.2-specific CAR T Cells (Satri-cel) in High-Risk Pancreatic Cancer (CT041-ST-05)" (Poster number: 2220P). The trial represents the world's first proof-of-concept (POC) study exploring CAR T-cell therapy for the adjuvant treatment of solid tumors. Professor Xianjun Yu from Fudan University Shanghai Cancer Center serves as the principal investigator.

Pancreatic ductal adenocarcinoma (PDAC) is characterized by a dismal prognosis even among patients who undergo surgical resection. Local recurrence and distant metastasis are common, often leading to treatment failure. Elevated carbohydrate antigen 19-9 (CA19-9) levels post resection indicate aggressive tumor biology and higher risk of recurrence. The median interval is approximately 3 months between CA19-9 elevation and radiological recurrence. [1][2] Current standard adjuvant therapies have limited effectiveness for high-risk patients, highlighting the urgent need for novel strategies.

This trial enrolled patients with Claudin18.2 positive PDAC who have undergone curative-intent resection, with abnormal CA19-9 after 3 months adjuvant chemotherapy and no evidence of recurrence. From Sep 15, 2023 to April 11, 2025 (data cut-off date), six patients received satri-cel infusion and completed at least 4 weeks of follow-up.

With a median follow-up of 6.05 months from infusion, only one patient experienced disease recurrence, while others are still under disease free. The median disease-free survival (DFS) and median overall survival (OS) were not reached (NR). The 9-month DFS rate from surgery was 83.3%. Notably, one patient who has completed 52-week follow-up post infusion is still under follow-up without disease recurrence. Moreover, significant decline in CA19-9 levels post infusion was observed in five (83.3%) patients, with reductions ranging from 51.3% to 96.1%.

All patients developed Grade 1 or 2 cytokine release syndrome (CRS) after the first satri-cel infusion. For the second infusion administered in one patient, grade 3 CRS accompanied by hypotension was observed, which was resolved within three days following tocilizumab treatment. All patients experienced gastrointestinal disorders, such as nausea and vomiting, which were all Grade 1 or 2. Only one case of Grade 3 gastritis occurred. No immune effector cell-associated neurotoxicity syndrome (ICANS) was reported.

Dr. Zonghai Li, Founder, Chairman of the Board, Chief Executive Officer, and Chief Scientific Officer of CARsgen Therapeutics, said, "We are pleased to see that satri-cel has shown promising preliminary efficacy with a manageable safety profile in the highly challenging setting of pancreatic cancer adjuvant therapy. For patients at high risk of recurrence after surgical resection of pancreatic cancer, there are currently very few effective treatment options. In this trial, the sustained disease-free survival and marked declines in CA19-9 levels suggest that satri-cel, an innovative cellular immunotherapy, may clear minimal residual disease and potentially alter the disease course for these patients. Furthermore, we are actively advancing clinical trials exploring satri-cel for gastric cancer adjuvant therapy and as a sequential treatment following first-line gastric cancer therapy, with the goal of providing better curative opportunities for a broader patient population."

About Satri-cel
Satri-cel is an autologous CAR T-cell product candidate against the protein Claudin18.2 that has the potential to be the first-in-class globally. Satri-cel targets the treatment of Claudin18.2-positive solid tumors with a primary focus on gastric/gastroesophageal junction adenocarcinoma (G/GEJA) and pancreatic cancer (PC). Initiated trials include investigator-initiated trials (CT041-CG4006, NCT03874897), a confirmatory Phase II clinical trial for advanced G/GEJA in China (CT041-ST-01, NCT04581473), a Phase Ib registrational trial for PC adjuvant therapy in China (CT041-ST-05, NCT05911217), an investigator-initiated trial for satri-cel be used as consolidation treatment following adjuvant therapy in patients with resected G/GEJA (CT041-CG4010, NCT06857786), an investigator-initiated trial for satri-cel as a sequential therapy following first-line treatment in patients with advanced G/GEJA (CT041-CG4011, NCT07179484), and a Phase 1b/2 clinical trial for advanced gastric or pancreatic adenocarcinoma in North America (CT041-ST-02, NCT04404595).

The Center for Drug Evaluation (CDE) of National Medical Products Administration (NMPA) of China has accepted the New Drug Application (NDA) for satri-cel for the treatment of Claudin18.2-positive advanced G/GEJA in patients who have failed at least two prior lines of therapy on June 25, 2025. It has been granted Priority Review in May 2025 and Breakthrough Therapy Designation in March 2025 by the CDE. Satri-cel was granted Regenerative Medicine Advanced Therapy designation by U.S. FDA for the treatment of advanced G/GEJA with Claudin18.2-positive tumors in January 2022. Satri-cel received Orphan Drug designation from the U.S. FDA for the treatment of G/GEJA in September 2020.

About CARsgen Therapeutics Holdings Limited
CARsgen is a biopharmaceutical company focusing on developing innovative CAR T-cell therapies to address the unmet clinical needs including but not limited to hematologic malignancies, solid tumors and autoimmune diseases. CARsgen has established end-to-end capabilities for CAR T-cell research and development covering target discovery, preclinical research, product clinical development, and commercial-scale production. CARsgen has developed novel in-house technologies and a product pipeline with global rights to address challenges faced by existing CAR T-cell therapies. Efforts include improving safety profile, enhancing the efficacy in treating solid tumors, and reducing treatment costs, etc. CARsgen's mission is to be a global biopharmaceutical leader that provides innovative and differentiated cell therapies for patients worldwide and makes cancer and other diseases curable.

Forward-looking Statements
All statements in this press release that are not historical fact or that do not relate to present facts or current conditions are forward-looking statements. Such forward-looking statements express the Group's current views, projections, beliefs and expectations with respect to future events as of the date of this press release. Such forward-looking statements are based on a number of assumptions and factors beyond the Group's control. As a result, they are subject to significant risks and uncertainties, and actual events or results may differ materially from these forward-looking statements and the forward-looking events discussed in this press release might not occur. Such risks and uncertainties include, but are not limited to, those detailed under the heading "Principal Risks and Uncertainties" in our most recent annual report and interim report and other announcements and reports made available on our corporate website, https://www.carsgen.com. No representation or warranty is given as to the achievement or reasonableness of, and no reliance should be placed on, any projections, targets, estimates or forecasts contained in this press release.

References

[1] Pancreatology. 2019 Mar;19(2):302-306.

[2] Sci Rep. 2020 Jan 28;10(1):1332.

SOURCE CARsgen Therapeutics

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Key Takeaways Tesla will report Q3 EPS on Wednesday night. The options market suggests an 8.5% move after EPS.Investors will focus on EV demand, the energy segment, & Optimus timeline.
Tesla Earnings Are Due WednesdayZacks Rank #3 (Hold) stock Tesla ((TSLA - Free Report) ), the worldwide electric vehicle (EV) leader and a dynamic technology innovator, will report third-quarter 2025 earnings after the market close on Wednesday, October 22nd. Though Tesla has been one of the top-performing stocks since its IPO in July 2010 (with a 34,000% return), the stock has taken investors on a wild ride over the past few years. Namely, Tesla has had to weather new tariff policies, a slowing EV market, higher interest rates, and increased competition. Additionally, Tesla and its iconic but controversial CEO, Elon Musk, have faced intense political backlash from both sides of the political aisle. Despite its many challenges, TSLA shares are up a robust 93% over the past six months.

Image Source: Zacks Investment Research

Tesla EPS PreviewBelow are some key details to know ahead of Tesla’s earnings:

Tesla Consensus Analyst EstimatesZacks Consensus Estimates suggest tepid sales growth and negative EPS growth until 2026. Wall Street expects Q3 revenue of $26.45B (+5.05%), with EPS of $0.53 (-26.39%).

Image Source: Zacks Investment Research

Tesla EPS Surprise HistoryTesla has delivered spotty earnings results recently. Despite tempered Tesla analyst expectations, Tesla has missed expectations in six of the past ten quarters.

Image Source: Zacks Investment Research

Meanwhile, Tesla has missed analyst expectations by an average of 3.65% over the past four quarters.

Image Source: Zacks Investment Research

TSLA Expected MoveThe options market implies a potential move of +/- $37.48 or an 8.53% implied move. Tesla has had an average move of +/- 10.53% over the past eight quarters. TSLA shares have been higher the day after EPS 50% of the time over that time.

TSLA Technical ViewAfter breaking out from a low-level base structure in September, TSLA shares are coiling in a classic bull flag pattern. If Tesla exceeds expectations, the stock should make a run at its previous all-time high of $488. Should TSLA miss expectations, the stock is likely to test the confluence of the open price gap and rising 50-day moving average ~$400.

Image Source: TradingView

Tesla EPS: 3 Key Catalysts Tesla’s post-earnings price action will likely be determined by the answer to three critical questions, including:

1.      Has Tesla’s Legacy EV Business Bottomed? Tesla recently produced and announced a record number of vehicle deliveries. However, investors will be listening closely to see what Elon Musk and his team have to say about forward expectations in the wake of the removal of federal EV tax credits, lower interest rates, and the new ‘Model Y’ sales performance.

2.      Will Energy Segment Growth Continue? In the absence of a growing EV business, Tesla Energy has been a bastion of growth. Last year, the segment grew at a robust 67%. Meanwhile, thus far in 2025, energy storage deployments have increased at a triple-digit pace. With the AI boom in full force, Tesla’s energy storage business should benefit as energy-hungry data centers require energy storage solutions like Tesla’s ‘Megapack.’

3.      Will Tesla Meet Timelines for FSD, Robotaxis, and Optimus? Elon Musk is well-known for his aggressive timelines for new products. However, if Musk can convince investors that future product roadmaps are still on track, investors will reward him.

Bottom Line

As Tesla prepares to report Q3 earnings, investors face a familiar mix of excitement and uncertainty. With the stock surging nearly 93% in the past six months, expectations are high – yet tempered by Tesla’s recent mixed track record.

Bitcoin treasury companies are entering a new phase as their Net Asset Values (NAVs) collapse, marking the end of inflated premiums and signaling the rise of a more mature investment environment. According to a new report by 10x Research, the sharp decline in NAVs may not be entirely negative—it could represent a major opportunity for investors and the start of a new era for professional Bitcoin asset managers.

The price performance of Bitcoin over the past two weeks has been a major source of concern, as the coin’s value continues to drift away (about 15% down now) from its all-time high. As the flagship cryptocurrency slows down, the latest on-chain data suggests that a group of investors is exiting the market en masse.

More Short-Term Holders Are Giving Up Their Holdings
In an October 18 post on the X platform, on-chain analyst Darkfost revealed that a significant number of Bitcoin’s short-term investors have started to close their positions and realize their losses.

Darkfost’s analysis was hinged on the Net Realized Profit/Loss metric, which tracks the net amount (in USD) of profits or losses that are realized on-chain. This metric measures the net profit or loss on a daily basis, averaged, in this case, over seven days. It provides insight into whether more investors are selling at losses or with their heads still above water..

According to the crypto pundit, the realized losses of BTC investors have surged to an approximate level as high as $750 million per day, one of the highest levels this current cycle has seen. Interestingly, Darkfost explained that the magnitude of these capitulation events stands easily comparable to those seen during the 2024 summer correction.

Source: @Darkfost_Coc on X
What’s worth noting about this capitulation phase is what may likely follow. According to the analyst, events like this usually precede local bottoms. What this means is that after short-term holders (known as the “weak hands”) have surrendered their holdings to the more-confident long-term holders (the “diamond hands”), the cryptocurrency stands a chance of seeing a price rebound — an expectation in congruence with historical trends.

However, on the more cautious side, Darkfost offered a subtle warning that the dreary opposite could also be the case in a situation where the market stands at an early bearish phase. 

Bitcoin Whales Might Be Accumulating Again
Supporting the positive redistribution theory, a Quicktake post on the CryptoQuant platform by Abramchart offers a glimmer of hope for Bitcoin market participants. Referencing the Inflows To Accumulation Addresses (Dynamic Cohort) metric, the analyst highlighted a significant inflow of more than 26,500 BTC into whale accumulation wallets. 

When large amounts of Bitcoin — such as this magnitude — are moved, it usually signals an underlying institutional or whale accumulation, as coins are typically transferred from exchanges to these wallets for long-term holding. 

Following historical patterns, it is very likely that this accumulation event will precede a continued bullish expansion of the flagship cryptocurrency. As Abramchart explained, this trend all serves as a hint that smart money is “quietly buying the dip.”

As of this writing, Bitcoin holds a valuation of about $106,870, with no significant movement seen over the past 24 hours.

The price of BTC on the daily timeframe | Source: BTCUSDT chart on TradingView
Featured image from iStock, chart from TradingView

Since the start of the year, data shows about 432 Casascius physical bitcoins have been cracked open and redeemed—revealing roughly 1,100 BTC inside, valued at more than $119 million using today's exchange rates.

BNB has stood out in recent weeks as one of the most resilient cryptocurrencies, even as the broader market struggles with volatility. New data from CryptoOnchain reveals that the BNB Smart Chain (BSC) reached a record 3.62 million daily active addresses the highest number in its history.

Bitcoin (BTC) continues to trade under pressure, falling to $103,528 earlier today as global macroeconomic uncertainty weighs on investor sentiment. The decline marks an extension of the recent bearish streak that has erased gains made during the first half of October.

Cardano trades at $0.641, sitting in the “opportunity zone” as signaling strong accumulation potential.CMF remains positive, indicating capital inflows and improving investor confidence despite bearish sentiment.A breakout above $0.661 could push ADA to $0.696 or $0.754, while losing $0.623 risks a drop to $0.608.Cardano (ADA) continues to struggle with bearish pressure after multiple failed recovery attempts. However, the recent decline appears to have opened a window of opportunity for investors. 

As ADA’s price enters a key accumulation range, buyers are showing renewed interest, potentially setting the stage for a rebound.

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Cardano Finds OpportunityThe Market Value to Realized Value (MVRV) ratio shows that Cardano is currently sitting in the opportunity zone. With values ranging between -9% and -19%, this indicator reflects that most ADA holders are experiencing unrealized losses.

Historically, this range often marks a local market bottom where selling typically slows and accumulation begins.

Such a development could be the first sign of a shift in market sentiment. As holders stop selling and investors begin buying at lower prices, the resulting demand could provide ADA with the fuel it needs to stabilize.

Want more token insights like this? Sign up for Editor Harsh Notariya’s Daily Crypto Newsletter here.

Cardano MVRV Ratio. Source: SantimentThe Chaikin Money Flow (CMF) indicator reinforces this potential turnaround. Data shows that Cardano has recorded consistent inflows over the last several days, signaling a return of investor confidence.

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The CMF is currently positioned in the positive zone above the zero line, confirming active capital movement into ADA.

Sustained inflows often precede price recoveries, particularly when coupled with reduced selling pressure. If this trend continues, Cardano could gradually regain momentum in the short term. 

Cardano CMF. Source: TradingViewADA Price Can Bounce BackAt the time of writing, Cardano’s price stands at $0.641, holding above the $0.623 support. The altcoin remains under the $0.661 resistance, where repeated rejections have hindered its upward progress over the past week.

If current conditions persist, ADA could breach $0.661 and aim for $0.696. However, for Cardano to mark a true recovery, it must reach and sustain levels above $0.754. Such a move would confirm renewed market strength and investor optimism.

Cardano Price Analysis. Source: TradingViewConversely, if ADA faces renewed selling, the price could drop below $0.623 and test $0.608. A failure to hold these supports would invalidate the bullish outlook and potentially trigger further downside pressure.

Disclaimer

In line with the Trust Project guidelines, this price analysis article is for informational purposes only and should not be considered financial or investment advice. BeInCrypto is committed to accurate, unbiased reporting, but market conditions are subject to change without notice. Always conduct your own research and consult with a professional before making any financial decisions. Please note that our Terms and Conditions, Privacy Policy, and Disclaimers have been updated.

As we approach the end of October 2025, Bitcoin has displayed an uncharacteristic decline, shedding 5.33% of its value, marking its first decline in October since 2019. Traditionally, the last quarter of the year has been a favorable period for Bitcoin, often seeing increases in its value.

Volatility Shares just ignited the ETF race by filing for a groundbreaking set of 27 highly leveraged products—featuring first-ever 5x exposure to bitcoin, XRP, ether, solana, and top equities—signaling a seismic shift in access to turbocharged crypto and stock trading.

Dogecoin (DOGE) extended its weekly losses on Friday, sliding another 10% to trade near $0.17, its lowest level in over a month. On-chain data revealed that whales sold around 360 million DOGE, worth roughly $74 million, within a single day.

In October 2025, Bull Wallet introduced its self-custodial, bitcoin-only mobile wallet to a global audience, offering a blend of cutting-edge privacy features and cost-efficient payment options. Available on both iOS and Android, this app integrates on-chain bitcoin transactions, Lightning Network functionality, and Liquid support.

Japan’s Financial Services Agency (FSA) is reportedly considering reforms that would allow banks to buy and hold cryptocurrencies such as Bitcoin for investment purposes.

According to a Sunday report from Livedoor, discussions on potential regulatory revisions are expected to kick off at an upcoming meeting of the Financial System Council, an advisory body to the Prime Minister.

Regulators are expected to introduce regulations for managing crypto-related risks, such as wild price swings that could affect a bank’s financial stability. If approved, the FSA will likely impose capital and risk-management requirements before allowing banks to hold digital assets.

The move would mark a significant policy shift, as current supervisory guidelines, updated in 2020, effectively prohibited banks from holding crypto for investment due to volatility risks and potential losses that could affect banks’ financial health.

If successful, the proposed framework would align crypto asset management with traditional instruments like equities and government bonds.

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Japanese Banks May Be Allowed To Operate As Licensed Crypto Exchanges
Japan’s Financial Services Agency is also considering allowing banks to register as licensed “cryptocurrency exchange operators,” enabling them to offer their customers trading and custody services directly. The financial regulator believes the foray of trusted banking institutions could create a safer investment environment for retail investors.

Japan has long been a crypto hub; the now-defunct major Bitcoin exchange Mt. Gox was headquartered in Tokyo, resulting in a large retail market in the country. But an infamous, long-running hack of the platform led to its 2014 closure, with repayments only starting in early 2024.

The crypto market in Japan continues to grow rapidly, with over 12 million crypto accounts registered as of February 2025, which is roughly 3.5 times higher than five years ago.

The development comes as Japan’s three megabanks, including Mitsubishi UFJ Financial Group (MUFG), Sumitomo Mitsui Banking Corp. (SMBC), and Mizuho Bank, have joined forces to issue stablecoins pegged to the Japanese yen and the U.S. dollar amid soaring global interest in tokenized fiat rails.

Veteran trader Peter Brandt has turned bullish on Bitcoin, Ethereum, XRP, and Stellar (XLM), a notable shift from his earlier warnings of steep declines. He had previously called the top for Bitcoin and cautioned that major corrections were likely ahead.

This renewed optimism comes at a turbulent moment for the market. Despite his upbeat outlook, cryptocurrencies have been under pressure, with Bitcoin recently erasing most of its October gains amid a broader sell-off across digital assets.

Peter Brandt, one of the most respected chart analysts in global trading circles, released a series of updated charts this week showing bullish structures across XRP, Bitcoin (BTC), Ethereum (ETH), and Stellar (XLM). 

In a series of posts on X (formerly Twitter), veteran trader Peter Brandt downplayed the recent market pullback, calling it “a minor reaction in the bigger theme of things.” He was referring specifically to XRP’s latest correction, which he views as part of a broader, still-intact trend.

Turning to Bitcoin, Brandt reiterated his long-term optimism. He said that “the bull is still alive and well,” highlighting a key support zone in the chart. According to him, this zone should hold firm unless global economic conditions take a sharp turn for the worse.

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Ethereum, he noted, is consolidating within what he described as a structure “ready to rock and roll.” Brandt suggested that once the coin clears resistance, it could be primed for a strong upward move.

As for Stellar, he likened its recent price behavior to “a bull waking from a nap.” The comment hinted at a possible breakout after a long period of sideways trading.

Following a major weekend crash that erased billions in market value after Trump announced tariffs on China, crypto assets have started to recover.

The put/call ratio has tilted toward calls, while one-week implied volatility skewed slightly positive, suggesting renewed demand for bullish options.

Peter Brandt’s updated charts suggest renewed confidence in the resilience of major cryptocurrencies despite recent market turmoil. His analysis positions Bitcoin, Ethereum, XRP, and Stellar as technically strong assets heading into late 2025.

While near-term volatility remains a factor, the veteran trader’s assessment signals that the structural uptrend across leading crypto assets could still be intact.

XRP institutional holders have moved towards long-term positions since the start of the year.

The assets’ metric swings near the $2 billion mark, driving up its total assets under management (AUM). In the same period, altcoins picked up after a slow start to the year, still hinged on massive traditional capital. 

XRP Records $61 Million Weekly Inflows
A new CoinShares Digital Asset Weekly data shows XRP notched $61.6 million inflows, lowering total monthly outflows. Due to the previous dip and fund flows to Bitcoin (BTC), October started poorly for XRP. However, the asset has gained traction and looks set to soar on the back of the Uptober momentum.

Yearly inflows stand at $1.88 billion as institutional vehicles bag gains in Q4 2025, while total assets under management soared past $2.94 billion. XRP remains an institutional favorite asset based on weekly figures targeting future growth. The asset found these tailwinds after a positive outcome in its case against the Securities and Exchange Commission (SEC) and possible spot ETF approvals in the United States. 

Spot ETFs have ignited crypto bulls toward altcoins like Solana and XRP in recent months following imminent approval speculations. With the regulatory nod, experts opine a surge in XRP price, likened to Bitcoin. The market leader soared above the $80k mark last year and subsequently spiked to $124k. 

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XRP is key to most fund strategies because of its cross-border utility and recent company partnerships. Ripple has struck high-value collaborations in multiple jurisdictions, seen as a major boost this year. At press time, XRP trades at $2.40 with bullish monthly gains and a 350% 12-month increase. Per CoinShares data, assets like Solana and Ethereum picked up $93 million and $338 million, respectively. 

“Year-to-date (YTD) inflows have now surpassed the record inflows last year, totaling US$48.7bn so far in 2025. Weekly volumes on digital asset ETPs were the largest on record at a whopping US$53bn for the week, double the 2025 weekly average, with Friday volumes being the largest daily on record at US$15.3bn. Total assets under management (AuM) following the tariff announcement fell by 7% from last week’s peak to US$242bn.”

Meanwhile, Bitcoin topped the charts as expected with $2.6 billion weekly inflows, taking October gains above $5 billion. Bitcoin’s consistent weekly surge contributed to the growing trend of altcoin inflows.