Stocks Hit Records as Inflation Cools

Cooling inflation and strong earnings pushed U.S. equities to fresh highs. Chip subsidies and autos led single‑stock moves, while energy and margins kept risk balanced.

TL;DR:

• 📉 Cooling inflation fuels record highs
• 🧠 Intel beats, wins $5.7B funding
• 🚙 Ford surges on blowout earnings
• ⚡ Tesla profit drops on rising costs

Cooling Inflation Fuels Record Highs

Major U.S. indices set new records as a cooler-than-expected inflation print and resilient earnings boosted risk appetite. Momentum favored tech and cyclicals, while elevated energy costs kept defensives in play. Traders leaned into growth with an eye on yields and month-end flows. Source

Intel Beats, Wins $5.7B Funding

Intel topped revenue and margin expectations and secured $5.7 billion in U.S. support to bolster domestic chip manufacturing. The news lifted sentiment across semis and supply-chain names as investors priced stronger capex and foundry visibility. Focus stays on execution, node timing, and subsidy disbursement cadence. Source

Ford Surges on Blowout Earnings

Ford posted record Q3 revenue of $50.5 billion and an adjusted EPS beat, sending shares up more than 18%. Strength in trucks and improved pricing drove the upside, with management discipline on costs helping margins. Traders watched guidance and EV mix for durability into year-end. Source

Tesla Profit Drops on Rising Costs

Tesla’s net income fell 37% as operating expenses jumped 50% and tariffs pressured margins, despite record sales and better free cash flow. The print sharpened focus on pricing power, cost controls, and regional mix. Options activity clustered around key support as investors reassessed near-term margin trajectories. Source