Market Performance - The S&P BSE Sensex increased by 210.50 points, or 0.26%, opening at 82,537.55, while the NSE Nifty 50 rose by 57.30 points, or 0.23%, starting at 25,284.65 [1][13] - IT stocks outperformed, with the Nifty IT index up by 0.9%, and HCLTech shares advanced by 1.6% after reaffirming its full-year revenue growth guidance of 3%–5% [2][13] - Broader markets also saw gains, with smallcap and midcap indexes increasing by 0.4% and 0.3%, respectively [3][13] Economic Indicators - India's retail inflation fell to an eight-year low of 1.54% in September, driven by cooling food prices, which has raised expectations for a potential rate cut by the Reserve Bank of India in December [5][6][13] Investment Trends - A shift in investor preference is noted, with large caps outperforming (Nifty up by 1.05%) and small caps underperforming (Nifty Smallcap index down by 4.77%) over the past year [7][13] - Public sector banks have shown significant outperformance (Nifty PSU Bank index up by 16.77%), while IT stocks have underperformed (Nifty IT down by 16.5%) [7][13] - Valuations are highlighted as a key driver of these trends, with IT stocks perceived as overvalued due to structural issues, while PSU stocks are seen as undervalued despite solid growth [7][13] - The expectation is for continued interest in growth stocks, particularly in digital companies and renewable energy, despite high valuations [7][13] Global Market Context - Asian stocks experienced a decline, with trade tensions between the U.S. and China escalating as both nations imposed port fees on shipping firms [8][9][10] - Hong Kong's Hang Seng Index fell by 0.4%, while China's CSI 300 dipped by 0.1%, contrasting with Taiwan's 0.8% gain [10][13] - Gold prices increased by 1.1% to $4,155.90 an ounce, while Bitcoin and Ether saw declines [11][13] Institutional Investor Activity - Foreign Institutional Investors (FIIs) turned net sellers on October 13, offloading equities worth just over Rs 240 crore, while Domestic Institutional Investors (DIIs) remained net buyers, investing Rs 2,333.42 crore [12][13]

Core Viewpoint - Roblox Corporation (NYSE: RBLX) is being initiated with a Sell rating due to its excessive valuation and unclear path to profitability [1] Financial Performance - The company is currently trading at a high multiple, indicating an inflated valuation [1] Profitability Outlook - There is a noted lack of a clear strategy or roadmap for achieving profitability in the near future [1]

So a lot of people look at the the moment that we are in right now and they see very high valuations and I don't know how you would deem sentiment but there's certainly a lot of enthusiasm around technology like AI. >> Are we in that moment. >> There's enthusiasm.There are high valuations. I I don't know enough about tech stocks or stocks in general or AI specifically to know whether the valuations are excessive. My response to date has been that the valuations are not crazy.High but not crazy. And when whe ...

call me bald but timing tops or bottoms is, by definition, a waste of time unless you have alphawhich you probably don'tjust estimate what you think something should be valued at and keep DCAing until you believe it is no longer undervaluednot exactly rocket surgery ...

My name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking ...

Kalshi raises $300M at a $5B valuation.Full details: https://t.co/ozgUc223pc https://t.co/2zwcylXOOF ...

Predictions marketplace Kalshi secured a $5 billion valuation in its latest funding round, more than double the amount cited during its previous fund raising effort just months ago https://t.co/oKYFdNZh4d ...

Market Outlook - Bull market is expected to continue due to economic growth, resilient corporate profits, and supportive policy [1] - Missing a bull market can be very costly for investors [1][2] - The S&P 500 has increased by 89% since the beginning of the current bull market [2] - The average bull market gains 192% since 1950, suggesting potential for further growth [3] - Historically, the average gain for the S&P 500 in year four of a bull market is 162% [4] - If the historical average gain of 162% is applied, the S&P 500 could reach around 7710 [5] - Seven out of the previous ten bull markets extended beyond three years [5] Investment Strategy - Investors should focus on capturing upside rather than excessive hedging [2] - Retail investors accelerated their weekly stock purchases, with net purchases at $7 billion this week, above the two-month average of 53% per week [8] - Retail investors are favoring ETFs over single stocks [8] - A strong finish to the year is expected, potentially extending into April of next year [11][12]

Now Kalshi has upped its valuation to $5B after latest $300M raise from Coinbase, a16z and Sequoia among others*Walter Bloomberg (@DeItaone):KALSHI RAISES $300M AT $5B VALUATION: NYT ...

Stocks Pause Amid Valuation Concerns; Dollar Dips. Ger market insight on Bloomberg Surveillance. @tomkeene @ptsweeney @LisaMateoTV are LIVE on YouTube https://t.co/m9IglISGoz ...