October 26, 2025
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Good morning! In today’s issue, we’ll dive into all of the changes we’ve seen over the past week as well as what you can expect for the upcoming week.
— Ryan Rincon, Founder at The Wealth Wagon Inc.
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Stock Market Debriefing
Equities had a remarkably strong week, propelled by optimism across sectors and easing fears of rate shocks.
Market Overview
Dow Jones: +1.01% → 47,207
S&P 500: +0.79% → 6,791
Nasdaq: +1.15% → 23,205
Russell 2000: +1.24% → 2,513
VIX: -5.38%, closing near 16, its lowest in months.
Sector & Company Highlights
AI & Chips: The week’s clear leaders.
Micron (MU) +10% (driven by strong demand outlook).
Broadcom (AVGO) +8%, NVIDIA (NVDA) +2%, Palantir (PLTR) +2.8%.
CoreWeave (CRVW) +7.5% — emerging as a breakout AI infrastructure winner.
Tech Titans:
Apple (AAPL) +1.3%, Amazon (AMZN) +1.4%, Microsoft (MSFT) +0.6%, Alphabet (GOOG) +2.7%, Oracle (ORCL) +2.7%.
Autos: Ford (F) stole the spotlight — +12% on strong EV demand and restructuring optimism.
Financials: JPMorgan (JPM) +2%, Citigroup (C) +2.2% — benefiting from stable yields.
Underperformers: Tesla (TSLA) -3.4%, Costco (COST) -1%, Disney (DIS) -1.2%, Roblox (RBLX) -1.2%.
📊 Investor Sentiment:
Momentum broadened beyond mega-cap tech to small-caps and cyclicals — a sign of healthier risk appetite. The market embraced “risk-on” as earnings optimism built into late October.
Crypto Debriefing
Crypto markets delivered a strong, steady performance all week — signaling a maturing phase marked by institutional inflows and lower volatility.
Weekly Highlights:
Bitcoin (BTC): Hovered near $110K, up ~3.9% for the week, showing sustained buying strength.
Ethereum (ETH): Climbed above $3,900, adding ~2.3% as traders eyed a breakout toward $4,000.
Solana (SOL): Jumped 6.3%, leading major altcoins amid developer activity and NFT ecosystem growth.
XRP: Surged 9%+, one of the week’s top performers, after renewed optimism around cross-border settlement expansion.
BNB: +5.1%, while Dogecoin and TRON gained modestly.
Tether (USDT) and USDC remained stable as stablecoin volume rose, hinting at fresh liquidity entering the market.
🪙 Key Trend:
Crypto’s tone shifted from hype-driven to accumulation-driven — institutions are holding and rebalancing, not speculating. Traders focused on ETH and Solana for next leg moves, while Bitcoin’s calm consolidation above $110K acted as a bullish anchor.
Real Estate Debriefing
Real estate headlines this week highlighted big institutional moves and lingering credit risks — a dual story of opportunity and caution.
🏢 Federated Hermes, Inc. acquired a majority stake in FCP Fund Manager, adding $3.8 billion in client assets, underscoring that private real estate remains attractive to institutional players despite high rates.
✈️ Morgan Stanley Real Estate Investing bought a FedEx facility near LaGuardia Airport, spotlighting industrial and logistics properties as a high-demand subsector.
💬 Realtor.com featured expert insights on property investing — noting that while high mortgage rates have dampened flips and developments, rental and multifamily demand remain robust heading into 2026.
⚠️ Later in the week, Reuters reported the investor behind Zions and Western Alliance bad loans was tied to $270 million in troubled debt, revealing ongoing cracks in commercial real estate financing.
💡 Investor Takeaway:
Institutions are doubling down on income-producing and logistics assets — while regional loan distress continues to ripple. Smart money is seeking yield with safety, favoring low-leverage REITs and cash-flow-positive commercial plays.
Resource Debriefing
Commodities showed a mild weekly pullback after a previously strong stretch, with energy and metals settling lower amid stable inflation and firmer equities.
Energy Markets:
WTI Crude: $61.50 ↓ -0.47%
Brent Crude: $65.94 ↓ -0.08%
Natural Gas: $3.30 ↓ -1.20%
Gasoline (RBOB): $192.27 ↓ -0.22%
Heating Oil: Flat
While Brent briefly surged midweek (+5.4%) on global demand optimism, prices later cooled as traders eyed OPEC’s next policy signals.
Precious Metals:
Gold: $4,127.80 ↓ -0.38%
Silver: $48.84 ↓ -0.45%
Platinum: $1,621 ↓ -1.29%
Palladium: $1,453 ↓ -2.10%
💡 Market View:
Gold remains stable amid cooling inflation, while platinum and palladium slid on weaker industrial demand. Energy spreads (Brent vs. WTI) are widening again — suggesting global supply risk may return as a theme in November.
Next Week’s Expectations
A busy final week of October awaits investors:
Earnings Wave: Reports from Meta, Amazon, Alphabet, and ExxonMobil could steer major index moves.
Economic Data: U.S. GDP (Q3) and PCE inflation due midweek — both key for Fed tone heading into November.
Crypto Catalysts: Watch ETH’s $4,000 breakout zone and BTC’s $112K resistance for trend confirmation.
Commodities: Traders will monitor OPEC+ chatter and U.S. energy inventory data.
Bond Yields: If yields stay soft, expect continued equity and gold strength.
📅 Market Outlook: The setup into November looks constructive — cooling volatility, steady growth data, and strong corporate earnings could sustain the rally unless yields surprise higher.
That’s All For Today
I hope you enjoyed today’s issue of The Wealth Wagon. If you have any questions regarding today’s issue or future issues feel free to reply to this email and we will get back to you as soon as possible. Come back tomorrow for another market update, and snapshot. I hope to see you. 🤙
— Ryan Rincon, CEO and Founder at The Wealth Wagon Inc.
Disclaimer: This newsletter is for informational and educational purposes only and reflects the opinions of its editors and contributors. The content provided, including but not limited to real estate tips, stock market insights, business marketing strategies, and startup advice, is shared for general guidance and does not constitute financial, investment, real estate, legal, or business advice. We do not guarantee the accuracy, completeness, or reliability of any information provided. Past performance is not indicative of future results. All investment, real estate, and business decisions involve inherent risks, and readers are encouraged to perform their own due diligence and consult with qualified professionals before taking any action. This newsletter does not establish a fiduciary, advisory, or professional relationship between the publishers and readers.
