The market may be shrugging off tariffs, but companies aren’t.

Nike $NKE ( ▲ 0.79% ), Levi’s $LEVI ( ▼ 1.37% ), McCormick $MKC ( ▲ 1.41% ), and Conagra $CAG ( ▲ 1.59% ) all warned this week that higher import costs are squeezing margins — and could soon hit shoppers.

If brands start passing those costs along, inflation may stick around longer than the Fed or Wall Street expects.

Plus, the shutdown has become the third-longest in history. Scroll down for how to bet on it…

— Brooks & Cas

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Oracle $ORCL ( ▼ 6.93% ) confirmed a cloud deal with Meta $META ( ▲ 0.68% ), but investors questioned its high AI targets.

Fifth Third $FITB ( ▲ 1.31% ) beat Q3 estimates, as did its acquisition target, Comerica $CMA ( ▲ 1.45% ).

Novo Nordisk $NVO ( ▼ 3.07% ) and Eli Lilly $LLY ( ▼ 2.02% ) slipped after President Trump suggested obesity drug costs could be “much lower.”

American Express $AXP ( ▲ 7.27% ) beat expectations and raised full-year guidance.

Micron $MU ( ▼ 0.07% ) will exit the server chip business in China after failing to recover from a 2023 ban.

To monitor hot stocks in real time, check out The Street Feed.

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Baird has turned bullish on Zions Bancorp $ZION ( ▲ 5.84% ), saying investors overreacted to news of a fraud-related write-off. Analyst David George upgraded the regional bank to Outperform from Neutral with a $65 price target, implying 31% upside from today’s close.

Zions shares plunged 13% yesterday after the bank disclosed a $50 million loss linked to two fraudulent borrowers, amid broader concerns about regional bank stability. The sell-off erased more than $1 billion in market capitalization and further amplified fears about weak lending standards across regional banks.

But George called the market reaction “excessive.” He argued the incident was an isolated case, not evidence of systemic risk. “We feel the panic selling provides a great opportunity to buy ZION shares here,” he wrote.

While the $50 million hit is a setback, Baird believes Zions’ fundamentals remain intact. The firm praised its underwriting discipline, relationship-based lending, and controlled loan growth — qualities that historically have limited credit risk.

George said the bank’s long-term credit profile and liquidity position should help it recover faster than peers. He also highlighted that Zions’ losses pale in comparison to the broader market cap decline, framing the episode as more emotional than financial.

Zions joins a long list of regional lenders that have been punished first and analyzed later.

Most analysts remain cautious — 17 of 24 rate the stock a Hold. But Baird sees opportunity in the selloff.

Market panic, George says, has turned a one-day headline into a buying window. If he’s right, investors who stayed calm amid the chaos could be the ones cashing in once the dust settles.

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Reuters: Jefferies $JEF ( ▲ 5.94% ) CEO Rich Handler said the firm was defrauded by bankrupt auto parts maker First Brands Group, which is under DOJ investigation.

CNBC: Apple $AAPL ( ▲ 1.96% ) signed a five-year, $140M-per-year deal to stream all Formula 1 races on Apple TV starting in 2026, replacing ESPN.

Bloomberg: ISS urged Tesla $TSLA ( ▲ 2.46% ) shareholders to reject Elon Musk’s $1T pay package, citing concerns over its size and structure despite his track record.

WSJ: Unemployment claims from federal workers surged to the highest level since 2019, as the government shutdown entered its third week.

TechCrunch: Facebook $META ( ▲ 0.68% ) rolled out an AI feature in the US and Canada that suggests edits and sharing ideas for photos stored on users’ phones.

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Gold is officially a “momentum/meme asset,” per the Bond King himself.

Have we entered the Bullion Bubble?

Are you bullish or bearish on Rocket Lab $RKLB ( ▼ 1.09% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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