Investorsยท2025-10-18 14:09Market Overview - The Nasdaq and S&P 500 indexes rebounded after a previous decline due to China tariff concerns, finding support at their 21-day exponential moving averages [1] - The S&P 500 gained over 9% from June 27 to October 10, a typical recovery pattern after declines of 10% to 20% since 1945 [2] Upcoming Earnings - Key companies reporting earnings include Netflix (NFLX) and Tesla (TSLA), with significant focus on defense/aerospace stocks and mining/steelmaking sectors [3] - Analysts expect Netflix to report earnings of $6.96 per share on sales of $11.51 billion, reflecting gains of 29% and 17% respectively [7] - Tesla's third-quarter earnings are anticipated to show a 26% decline in EPS to 54 cents, with sales increasing about 4% to $26.27 billion [6] Sector Highlights - In the defense/aerospace sector, companies like Lockheed Martin, GE Aerospace, and Northrop Grumman are expected to report mixed results, with earnings declines and revenue gains projected [8] - The mining sector anticipates Cleveland-Cliffs to show 7% topline growth, while Newmont is expected to post a 77% EPS increase on 12% revenue growth [9] Stock Performance - Alnylam Pharmaceuticals, Guardant Health, Walmart, FTAI Aviation, and Cloudflare are identified as stocks near buy points despite market volatility [4] - Valmont Industries is projected to have a 31% year-to-date gain, with an overweight rating from JPMorgan [11] - GE Vernova is expected to report a quarterly EPS of $1.72, up from a loss of 16 cents per share a year ago [12]