HAPPY THURSDAY TO THE STREET.
It’s spooky season for real estate — and we’re not talking about Halloween decor.
Redfin says 1 in 6 home deals is getting “ghosted” as buyers bail before closing. Between sky-high prices and scary mortgage rates, sellers are learning that today’s buyers expect perfection — or they disappear into the ether.
🟩 | US stocks rose as tech led a rebound on strong earnings, hitting highs after a Trump–Xi meeting was set, easing trade jitters.
📈 | One Notable Gainer: Hexcel $HXL ( ▲ 11.31% ) jumped to a 52-week high after beating Q3 estimates with $456M revenue and approving a $600M share buyback.
📉 | One Notable Decliner: Super Micro Computer $SMCI ( ▼ 8.72% ) fell after slashing its Q1 revenue forecast to about $5B from a previous range of $6B–$7B.
Plus, is the perfect storm brewing for the smallest float in critical minerals? Scroll down for more.
— Brooks & Cas
Presented & Disseminated by Foremost Clean Energy
Timing is everything — and Foremost Clean Energy (NASDAQ: FMST) is executing at the perfect moment.
The firm is moving fast as the Pentagon launches a $1B minerals push and AI drives uranium demand through the roof, drilling on two fronts:
Jean Lake, where results hit 3.28 oz/ton gold and 1.26% Li₂O
Athabasca Basin, home to uranium grades 10-100x the global average.
With multi-billion dollar uranium producer Denison Mines (NYSE: DNN) holding ~19% of FMST shares and providing the technical firepower, this could be a de-risked play with a clear path to production.
MARKET SNAPSHOT
All Stock Heatmap. Credit: Finviz
Market Movers
AMERICAN AIRLINES, SOUTHWEST, HONEYWELL
American Airlines $AAL ( ▲ 5.62% ) posted a narrower-than-expected quarterly loss and issuing upbeat guidance.
Southwest $LUV ( ▼ 6.25% ) fell despite a surprise profit as the airline forecast modest unit revenue growth and higher capacity.
Honeywell $HON ( ▲ 6.81% ) reported better-than-expected quarterly earnings and revenue.
T-Mobile $TMUS ( ▼ 3.26% ) reported weaker equipment sales and higher capital spending.
Hilton Grand Vacations $HGV ( ▼ 1.97% ) edged higher after strong partner earnings lifted sentiment across the sector.
To monitor hot stocks in real time, check out The Street Feed.
UPGRADES & DOWNGRADES
📈 Upgrades
BofA upgraded Zions Bancorp $ZION ( ▼ 0.02% ) to Neutral
Scotiabank raised Newmont $NEM ( ▲ 2.18% ) to Outperform from Sector Perform
Northland lifted Transcat $TRNS ( ▲ 6.17% ) to Outperform from Market Perform
📉 Downgrades
Freedom Capital cut PepsiCo $PEP ( ▼ 0.99% ) to Hold from Buy
Citi downgraded Arcturus Therapeutics $ARCT ( ▲ 3.99% ) to Neutral from Buy
Leerink lowered Avadel $AVDL ( ▲ 0.19% ) to Market Perform from Outperform
This is just a fraction of the calls we feature all day on The Street Feed. Street Sheet Research Subscribers can see why the analysts upgraded or downgraded the stocks above and updated price targets. Get immediate access today.
Tomorrow's Trade Idea, Today
AMAZON’S ROBOT ARMY TAKES OVER
Billions in the Balance
Amazon $AMZN ( ▲ 1.44% ) is about to replace humans with hardware. Morgan Stanley $MS ( ▲ 0.75% ) says the cost savings could be enormous.
The bank reiterated its Overweight rating and $300 price target, implying 36% upside, while projecting between $2-$4 billion in annual recurring savings by 2027.
The shift comes as Amazon pushes toward automating 75% of its operations, according to internal documents cited by The New York Times $NYT ( ▼ 0.09% ). The company plans to add 40 next-generation robotics warehouses and retrofit existing facilities, replacing roughly 600,000 human jobs in the process.
Robots That Deliver Returns
At its current pace, Amazon could cut fulfillment costs by as much as 40%. Morgan Stanley’s Brian Nowak says even modest efficiency gains of 20%–25% per order could meaningfully boost margins in the coming years.
Amazon CEO Andy Jassy has long touted robotics as a key to lower costs and faster deliveries. The tech giant already operates more than one million robots, and its Louisiana fulfillment center has shown what the next phase looks like, reducing per-order costs by about 25%.
Nowak believes the company’s next-gen “Blue Jay” system — capable of picking, storing, and sorting 75% of warehouse items — could accelerate automation further. The new system builds on years of in-house R&D and could help Amazon avoid hiring more than 160,000 new workers by 2027.
The Bigger Picture
While short-term investors may focus on Amazon Web Services’ dominance — and accompanying technical difficulties — Morgan Stanley argues that robotics will quietly become the company’s next major margin driver.
If Nowak’s math holds, automation could transform Amazon from an e-commerce giant into a logistics powerhouse — one that makes more money every time it skips the human touch.
Presented & Disseminated by Foremost Clean Energy
For Foremost Clean Energy (NASDAQ: FMST), pressure is building below the surface. And it’s not just from one source. Here are several of the eye-popping potential catalysts on the horizon for FMST:
Multiple Catalysts: Active drilling in uranium and gold/lithium.
Massive Backing: Partnered with a $2.5B uranium leader (Denison).
Proven Potential: Lithium is already battery-grade; uranium properties are pre-vetted.
Tight Float: With only ~9.55 million shares, this is a coiled spring.
With a perfect storm of catalysts and a tiny float, FMST is positioned for a parabolic move. Don't just watch it happen.
OVERHEARD ON THE STREET
Axios: Microsoft $MSFT ( ▲ 0.0% ) introduced Mico, a new “human-centered” AI companion designed to be more personal and emotionally aware than Copilot or ChatGPT.
BBC: Amazon Web Services apologized for Monday’s major outage that disrupted over 1,000 sites, blaming internal connection errors.
Bloomberg: OpenAI acquired Software Applications Inc., an AI interface startup founded by ex-Apple $AAPL ( ▲ 0.44% ) staff.
CNN: Elon Musk defended his record Tesla $TSLA ( ▲ 2.28% ) pay plan, saying he needs greater voting control to protect the company from proxy firms.
The Verge: Netflix $NFLX ( ▼ 0.25% ), Amazon, and Apple are exploring bids for Warner Bros. Discovery $WBD ( ▲ 3.51% ).
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RESEARCH REVIEW: WHIPSAWING SENTIMENT
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Here are some of the pressing questions we answered:
Why is clean energy outpacing the S&P 500 under Trump 2.0?
What makes one psychedelics firm “potentially game-changing"?
Which blue-chip mega-rally went "too far, too fast"?
And many more. Get these answers, along with instant access to our source for real-time investing info, The Street Feed, and our first-ever Equity Research Report, An Aging America. Sign up for Street Sheet Research today.
STREET TWEET
Imagine spending 40 years here 😍
— #East Village Guy (#@eastvillageguy)
2:29 PM • Oct 23, 2025
Fits a few more employees than the Severance office…
But the differences end there.
POLL RESULTS
Are you bullish or bearish on AppLovin $APP ( ▲ 4.41% ) over the next 12 months?
▇▇▇▇▇▇ 🐂 Bullish
▇▇▇▇▇▇ 🐻 Bearish
And, in response, you said:
🐂 Bullish — “It was a bit unnerving today but all will be good.”
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