^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

Apple Inc (AAPL)

+1.37%

Counterpoint Research reported that the company’s iPhone 17 series outperformed the iPhone 16 lineup, with sales up 14% in the first 10 days across China and the US. Sales of the base model nearly doubled on a year-over-year basis in China. Additionally, Loop Capital and Evercore ISI issued positive notes on the stock. Evercore ISI reiterated its Outperform rating and $290 price target on Apple, citing stronger-than-expected iPhone 17 demand and accelerating Services growth; the analyst also added Apple to its Tactical Outperform list. Loop Capital, meanwhile, upgraded the stock from Hold to Buy and hiked its price target to $315.

Amazon.com Inc (AMZN)

+0.18%

Amazon Web Services (AWS), the company’s cloud unit, experienced a major outage that disrupted global services including Fortnite, Snapchat, and numerous company systems due to increased error rates and latency. This marks the first large-scale internet disruption since last year’s CrowdStrike incident, highlighting AWS’s critical role in powering global digital infrastructure.

Tesla Inc (TSLA)

+0.99%

On watch ahead of its Q3 2025 earnings report, scheduled to be released after the bell on Wednesday, October 22. Analysts are looking for the EV and tech company to post earnings of $0.52 per share and revenue of $26.27 billion. This report comes on the heels of better-than-expected Q3 2025 deliveries for Tesla, which coincided with the end of the EV tax credit in the US.

Crypto Stocks

+3.93%

Trading higher as a group in tandem with a rebound in Bitcoin and Ethereum, both of which are poised for their third straight green session. Cryptocurrencies traded sharply lower alongside the market throughout the previous week as traders digested concerns of loose lending practices in the bank space. Bitcoin is trading near $110,700 as of 7:25 AM ET on Monday, well above the previous week’s low near $103,500.

COIN, MSTR, MARA, RIOT, IBIT, ETHE, HUT, CLSK, IREN, CAN, HIVE

NVIDIA Corp (NVDA)

+0.27%

The company confirmed that CEO Jensen Huang will attend the Asia-Pacific Economic Cooperation (APEC) CEO Summit in South Korea from October 28–31, where he is set to meet with global leaders and top Korean executives. During the visit, he is expected to hold meetings with Samsung Electronics and SK Hynix executives to discuss AI-related memory chip collaboration.

Alphabet Inc (GOOGL)

+0.22%

BofA Securities raised its price target on the stock to $280 from $252 while maintaining a Buy rating ahead of its October 29 earnings report, citing stronger-than-expected ad spending and solid macro trends. The firm expects Q3 revenue of $86 billion, above the consensus estimate, but notes that EPS could fall below estimates due to hefty legal charges. The analyst also emphasized that stable search performance, Gemini momentum, and new Cloud deals could support further upside.

The Boeing Company (BA)

+1.35%

The company has received approval from the FAA to increase 737 MAX production to 42 planes per month, lifting a 38-plane cap imposed after the 2024 Alaska Airlines mid-air incident involving missing door plug bolts. The move marks a key step in Boeing’s efforts to restore financial stability after years of safety issues, production delays, and mounting debt.

Cleveland Cliffs Inc (CLF)

+10.14%

Gapping up after its Q3 2025 earnings report. Adjusted losses of $0.45 per share beat estimates of $0.48, but sales of $4.734 billion missed estimates of $4.9 billion.

Novo Nordisk A/S (NVO)

+1.66%

The company has appointed Greg Miley, formerly AbbVie’s senior vice president of government affairs, as its new global head of corporate affairs. The move comes as the company faces mounting pressure from US President Donald Trump on drug pricing, with Novo seeking Miley’s U.S. policy expertise to navigate political challenges in its largest market. Separately, the company announced that it will be presenting data on its weight loss pill during the ObesityWeek event from November 4 to 7.

Chinese ADRs

-0.32%

On watch as a group as trade tensions between the US and China remain in focus. US President Donald Trump has softened his stance on China since announcing 100% tariffs on the country’s goods on October 10, acknowledging in an interview last week that the tariffs are “not sustainable”. Trump most recently commented that the US can lower tariffs on Chinese goods provided that does similar “things” for the US. Additionally, China’s growth from July to September was reported at 4.8%, the country’s slowest quarter of growth since Q3 2024.

BABA, BIDU, PDD, BILI, JD, LI, NIO, XPEV, KWEB, FXI

WW International Inc (WW)

+5.91%

Trading sharply higher premarket after announcing a partnership with Amazon to deliver medications, including injectable GLP-1 obesity treatments. This collaboration will make it easier for members to access prescriptions. Customers can check stock and receive refrigerated drugs more efficiently through the Amazon Pharmacy option on WeightWatchers’ website.

Beyond Meat Inc (BYND)

+57.22%

Gapping up after posting a 24% gain on Friday. This recent upward momentum, which does not appear to be supported by any positive news catalyst, follows Beyond Meat’s announcement of debt restructuring plans that will result in dilution for shareholders. The stock has a market capitalization of $49.55 million and a float of 62.9 million shares, nearly 63% of which are sold short.

Replimune Group Inc (REPL)

+84.89%

The company announced that the FDA has accepted its resubmitted Biologics License Application for RP1 combined with nivolumab to treat advanced melanoma in patients who progressed on anti-PD-1 therapy. The FDA set a PDUFA target action date of April 10, 2026, under a Class II resubmission timeline. Nearly 27% of the stock’s float is sold h