The Morning Bull - US Market Morning Update Monday, Oct, 13 2025
US stock futures are pointing higher this morning as hopes for imminent Fed rate cuts help balance mounting anxiety over US-China trade tensions and the continued government shutdown. Investors are weighing lower Treasury yields and steady consumer sentiment against the risk that new tariff threats and policy uncertainty could dampen market confidence in the weeks ahead. This is putting pressure on risk-sensitive names as...
Aftermath Silver Ltd. recently presented at both the Munich Mining Conference 2025 on October 3 and at Nordic Funds & Mines 2025 on October 8, showcasing its projects to investors in Munich and Stockholm.
These back-to-back European conference appearances provided Aftermath Silver critical exposure to international investors, potentially sparking broader interest in its silver development portfolio and growth plans.
Now, we'll explore how this renewed investor engagement in Europe shapes...
USANA Health Sciences recently announced preliminary third-quarter results, revealing a sharper-than-expected decline in profitability and forecasting a net loss of US$6.5 million due to weaker sales and underperformance in its direct-to-consumer business, Hiya.
This setback highlights significant challenges with the company's new compensation plan, which led to a more pronounced slowdown in sales productivity than initially anticipated.
We’ll examine how the unexpected impact of the new...
In recent weeks, TreeHouse Foods announced operational improvements including supply chain optimization, plant closures, and new margin management initiatives aimed at lowering costs and increasing flexibility.
This move addresses ongoing volume declines and operational complexity, signaling a concerted effort to bolster margins and strengthen future free cash flow.
We’ll explore how these supply chain improvements could alter TreeHouse Foods’ overall investment narrative and future...
U.S. GoldMining Inc. has reported its third quarter and nine-month 2025 earnings, posting a CAD 0.372 million net income for the quarter compared to an CAD 8.58 million net loss a year earlier.
The company also reported a reduction in operating losses and exploration expenses, highlighting improved internal discipline and cost management.
We'll explore how U.S. GoldMining’s shift to quarterly profitability could influence its overall investment narrative going forward.
The end of cancer?...
Shares of WNS (Holdings) (NYSE:WNS) have been relatively stable over the past month, catching the attention of investors who are trying to gauge where the stock might head next. Performance year to date has been steady, with a 61% gain.
See our latest analysis for WNS (Holdings).
Momentum around WNS (Holdings) is building, as reflected in a standout year-to-date share price return of over 61 percent. That surge dwarfs short-term moves and puts the spotlight on its improving growth outlook and...
Earlier this month, Hologic announced that its Panther Fusion GI Bacterial and Expanded Bacterial Assays received FDA 510(k) clearance and CE marking in the European Union, enabling rapid molecular detection of common pathogens responsible for infectious gastroenteritis.
This regulatory milestone enhances the company’s molecular diagnostics portfolio, supports antimicrobial stewardship, and extends the reach of Hologic’s automated Panther System into a growing global diagnostics...
ARS Pharmaceuticals (SPRY) just received a boost as the European Patent Office confirmed all claims in its key neffy nasal spray patent. This strengthens its exclusive rights in over 30 European countries through at least 2039.
See our latest analysis for ARS Pharmaceuticals.
ARS’s confirmed European patent adds to a string of encouraging developments this year, such as its $250 million loan deal and steady progress in neffy’s U.S. launch. Even so, the 1-year total shareholder return is down...
On October 2, 2025, Compass Diversified announced that its Board of Directors declared quarterly cash distributions on all three of its preferred share series, with payments scheduled for October 30, 2025, to holders of record as of October 15, 2025.
This announcement comes as investor attention intensifies around Compass Diversified’s subsidiary, Arnold Magnetic Technologies, following recent Chinese export controls on critical rare earth minerals.
We'll assess how increased focus on...
If you’re trying to figure out whether to hold on to, buy into, or move past Daqo New Energy, you’re not alone. The stock has given investors plenty to talk about lately, with a rollercoaster of returns over different time frames. Just in the past week, shares dropped a steep 18.1%, which can be jarring even for seasoned watchers. Still, zoom out and you’ll see that year-to-date, the stock is actually up 17.2%, and over the past year, it’s gained 15.8%. The longer-term picture, though, is a...
Upexi, Inc. recently participated in the Digital Asset Treasury Showcase, where Chief Strategy Officer Brian Benjamin Rudick presented insights into the company’s digital asset and treasury strategies.
This ongoing focus on digital assets is shaping Upexi's investment narrative, while continued regulatory and compliance challenges remain a concern for stakeholders.
We’ll explore how Upexi’s digital asset strategy spotlight informs its investment narrative amid recurring compliance and...
