Dow, S&P 500, Nasdaq futures rebound as Trump tempers tariff talk toward China

🤖 TSMC Q3 profit expected to soar 28% on AI spending boom

TSMC (TSM), the world's largest manufacturer of advanced artificial intelligence chips, is expected to post a 28% jump in third-quarter profit to a record due to the insatiable demand for AI infrastructure, though U.S. tariffs could impact its outlook.

TSMC's stock rose almost 5% before the bell on Monday. Taiwan Semiconductor Manufacturing Co, the world's No. 1 contract chipmaker and a key supplier to Nvidia (NVDA) and Apple (AAPL), is forecast to report a net profit of T$415.4 billion ($13.55 billion) for the three months through September 30, according to an LSEG Smart Estimate compiled from 20 analysts. Yahoo Finance reports.


🚜 Caterpillar to buy mining software firm RPMGlobal; shares up pre-bell

Caterpillar (CAT) said Sunday it agreed to acquire Australia-based mining software company RPMGlobal Holdings.

The company expects the deal to close in Q1, subject to RPMGlobal shareholder approval and other conditions. Caterpillar shares were up 2.7% in recent premarket activity Monday. MarketScreener reports.


🚙 Microsoft, SoftBank in talks for $2 billion investment in UK's Wayve, FT reports

British autonomous driving technology group Wayve is in talks with investors, including Microsoft and SoftBank, to raise as much as $2 billion in funding, which could value the start-up at about $8 billion, the Financial Times reported on Monday, citing sources. MarketScreener reports.


📊 JPMorgan unveils $1.5 trillion plan to boost investments in US strategic industries

JPMorgan Chase launched a $1.5 trillion plan on Monday to facilitate, finance and invest in industries deemed critical to the U.S. national security and economic resilience, including defense, energy and advanced manufacturing.

As part of the 10-year initiative, the largest U.S. lender also plans to hire more bankers and invest up to $10 billion into U.S. companies through direct equity and venture capital investments, focusing on fast-growing businesses and key manufacturers.

The announcement comes as U.S. President Donald Trump's administration looks to modernize infrastructure and reduce dependence on foreign supply chains, particularly in sectors like pharmaceuticals, semiconductors, clean energy and rare earths. Yahoo Finance reports.


🚙 Tesla Cybertruck sales are stalling

Tesla's Cybertruck sales have more than halved since last year.

The EV giant sold around 5,400 of Elon Musk's "apocalypse-proof" pickup trucks last quarter, down 62.6% from the same period last year, according to data from Cox Automotive.

That fall came despite both Tesla and the broader EV market reporting record quarterly sales as buyers rushed to purchase electric vehicles before the federal tax credit expired.

Back in 2023, Musk said Tesla could end up making 250,000 Cybertrucks a year. Nearly two years after its launch, the stainless steel-clad pickup is nowhere near that lofty target, with Tesla having sold around 16,000 Cybertrucks so far in 2025. Yahoo Finance reports.

*Estimate and Actual numbers represent Earnings Per Share in US Dollars


FAST: Fastenal
Q3 2025
Before Market Open
Estimate: 0.300
Actual: N/A

“The markets are always right; the only question is are you right or wrong.”

– Jesse Livermore

Sourced in: 100 Top Motivational Trading Quotes by “The Robust Trader

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