
Weekly Stock Market Analysis, Commentary and Picks for the week ending Oct 24, 2025
WEEKLY COMMENTARY
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Quick Take: New Highs, Tight Rope
Stocks notched fresh records as a cooler September CPI steadied rate-cut hopes and broadened risk appetite, even while valuations hover well above the five-year norm and headline noise—funding standoffs, oil swings, and trade flare-ups—keeps nerves taut. The Nasdaq led weekly gains with tech strength, the S&P 500 and Dow followed with firm breadth and milestone closes, and small caps showed signs of life. Under the hood, bellwether results (Coca-Cola, GE Aerospace, GM) support earnings rebound, but Netflix’s miss was a reminder that in a pricey market, perfection is the entry fee. Sector leadership skewed toward Technology and Health Care, with Real Estate improving and Energy still uneven; gold cooled while the 10-year yield hovered at 4%. With a wave of mega-cap reports on deck and the seasonally bullish window opening, the playbook is simple: lean with the trend, add exposure deliberately, and let fundamentals—not headlines—set the pace.
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