HAPPY THURSDAY TO THE STREET
Wall Street is officially paying attention. Goldman Sachs $GS ( ▲ 4.63% ) CEO David Solomon says the bank is actively studying prediction markets, meeting with the biggest platforms, while treating some contracts as increasingly derivative-like. When Goldman starts circling, the fringe usually is not far from becoming formal.
🟩 | US stocks climbed as chip strength and bank beats lifted sentiment, aided by lower oil and cooler jobless claims.
📈 | One Notable Gainer: Humana $HUM ( ▲ 3.58% ), Centene $CNC ( ▲ 2.38% ), Molina Healthcare $MOH ( ▲ 2.57% ), and UnitedHealth $UNH ( ▲ 1.19% ) shares rose after President Trump urged Congress to advance his healthcare framework.
📉 | One Notable Decliner: Eli Lilly $LLY ( ▼ 3.76% ) fell after reports said the FDA delayed a decision on its obesity pill.
— Brooks & Cas
Presented by VisionWave
VisionWave Holdings (NASDAQ: VWAV) is emerging as a strategically positioned AI-defense company as militaries shift toward autonomous intelligence. Built around its Vision-RF and Evolved Intelligence platforms, VWAV holds more than 50 granted patents and has launched pilots across the US, Israel, India, and the Gulf region.
These programs include live-fire evaluations, US Army C-UAS submissions, and long-term collaboration frameworks. As defense radar markets expand, new advisory board additions bring command-level and procurement expertise as VWAV works to convert pilots into multi-year contracts.
Supported by a debt-free balance sheet and committed growth capital, the company is positioning for broader adoption.
MARKET SNAPSHOT
All Stock Heatmap. Credit: Finviz
Market Movers
BOSTON SCIENTIFIC, COINBASE, TSMC
Boston Scientific $BSX ( ▼ 3.96% ) agreed to acquire Penumbra $PEN ( ▲ 11.82% ) in a $14.5B cash-and-stock deal.
Coinbase $COIN ( ▼ 6.48% ) pulled support for a US Senate crypto market structure bill.
TSMC $TSM ( ▲ 4.44% ) posted a record quarter with strong AI-driven profit growth.
ASML $ASML ( ▲ 5.37% ) gained after TSMC outlined larger-than-expected capital spending plans.
BlackRock $BLK ( ▲ 5.94% ) beat earnings and revenue expectations.
To monitor hot stocks in real time, check out The Street Feed.
Tomorrow's Trade Idea, Today
WHY THIS COULD BE A BUYABLE RESET
The Overreaction
Shares of F5 $FFIV ( ▲ 2.45% ) have been under heavy pressure since the company disclosed a data breach on October 22.
The attack, attributed to a sophisticated nation-state actor, knocked the stock down about 22% since mid-October and reset sentiment across the name.
JPMorgan $JPM ( ▲ 0.45% ) now says the selloff has overshot reality. The bank upgraded F5 to Overweight from Neutral and lifted its price target to $345, implying 26% upside from today’s clsoe.
Damage Looks Contained
The core argument is simple. The market priced in a long-lasting hit to growth and earnings that JPMorgan does not see materializing.
Analyst Samik Chatterjee said investor assumptions around the financial impact of the breach were “overly conservative,” particularly for fiscal 2026. In JPMorgan’s view, any disruption to customer activity should be largely confined to a single quarter.
Equally important is how F5 handled the incident. Management moved quickly to support customers, which JPMorgan believes helped preserve trust and prevent meaningful customer churn.
A Reset With Upside
With the stock still well below pre-breach levels, JPMorgan sees room for both earnings estimate upside and multiple expansion as the narrative normalizes.
That sets up a recovery trade in a name that is now priced for damage JPMorgan does not expect to persist.
The call is contrarian. Only a handful of analysts currently rate F5 a buy.
But JPMorgan’s view is that the breach is becoming a rear-view-mirror issue, not a structural one. In other words, the security scare may have created an entry point rather than a reason to stay away.
Presented by VisionWave
VisionWave Holdings (NASDAQ: VWAV) is carving out a differentiated role in defense technology by combining AI-driven sensing, RF imaging, and autonomous decision-making into a single edge-ready platform.
Unlike cloud-dependent AI, VWAV’s Evolved Intelligence architecture operates in real time within contested environments, enabling autonomous drones, vehicles, and radar systems to act without constant human oversight. These capabilities have been validated through live-fire tests and Tier-1 defense pilots.
With defense radar and autonomy markets expanding, recent advisory additions, platform acquisitions, and a clean balance sheet position VWAV to convert pilots into longer-term contracts.
OVERHEARD ON THE STREET
CNBC: Amazon $AMZN ( ▲ 0.65% ) objected to Saks Global bankruptcy financing, saying its $475M Neiman Marcus stake was worthless and harmed creditors.
The Verge: Spotify $SPOT ( ▼ 3.95% ) raised US Premium prices, lifting individual plans to $12.99 in its third hike since 2023.
TechCrunch: US senators demanded answers from X, Meta Platforms $META ( ▲ 0.86% ), and Alphabet $GOOGL ( ▼ 0.91% ) over protections against sexualized AI deepfakes.
Axios: Royal Caribbean Group $RCL ( ▼ 0.44% ) launched Points Choice, letting guests earn and use loyalty points across all its cruise brands.
QZ: Verizon $VZ ( ▼ 1.18% ) said a 10-hour network outage was resolved and promised account credits to affected customers.
WEDNESDAY’S POLL RESULTS
Are you bullish or bearish on KLA Corporation $KLAC ( ▲ 7.7% ) over the next 12 months?
▇▇▇▇▇ 🐂 Bullish
▇▇▇▇▇ 🐻 Bearish
And, in response, you said:
🐂 Bullish — “They're already cornering over 50% of a very specialized industry with not much chance of imitation.”
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