CheckMan Stock Market Overview

Spending on cybersecurity remained resilient in the third quarter, with enterprise budgets running ahead of last year's pace and government shutdown fears turning into a surprise tailwind for deal activity, according to a Wedbush report. Roughly 86% of corporate cyber budgets have been used so far this year, compared with about 67% at this point in 2024, Wedbush said, suggesting more companies are locking in long-term security contracts despite tighter IT spending elsewhere.

IBKR's strong client activity, tech edge and global expansion fuel optimism ahead of its Q3 earnings release.

Deal OverviewOn October 2, 2025, reports surfaced that Siemens AG (US OTC: SIEGY ADR, $142.89; Market Capitalization: $228.6 billion) is actively evaluating a potential spin-off of a substantial portion of its majority stake in Siemens Healthineers (US OTC: SMMNY ADR, $27.31; Market Capitalization: $61.6 billion), its publicly listed medical technology subsidiary.

GoldMining Inc. stock has more than doubled in 2025, vastly outperforming the S&P 500 and gold ETFs thanks to its high leverage to the price of gold. GLDG is a speculative, high-risk, high-reward exploration company with no revenues yet, but a promising multi-country project pipeline and a net cash position. Persistent global inflation, high government deficits, and likely lower interest rates support a bullish outlook for gold, benefiting GLDG's long-term prospects.

I'm initiating Restoration Hardware at a "Buy" rating, despite new tariffs impacting the furniture industry and RH's supply chain. RH's robust demand, strong gross margins, and significant supply chain mitigation efforts position it to withstand further tariff pressures. Even under aggressive tariff scenarios, RH remains undervalued at single-digit EV/EBITDA multiples, offering a compelling value opportunity.

Wall Street analysts recently issued a wave of downgrades on several homebuilding stocks, raising fresh concerns about the outlook for the real estate sector. But does their bearish stance hold up under closer inspection?

Accelerating momentum in AI-focused equities and the so-called “FX debasement trade” are two themes that have dominated market movements since early September, according to Goldman Sachs Group Inc (NYSE:GS, ETR:GOS) analysts. In a note to clients on Tuesday, the firm highlighted that technology and AI-exposed stocks have materially outperformed broader indices year-to-date, while gold and other precious metals have surged as investors seek hedges against currency debasement.

Vancouver, British Columbia--(Newsfile Corp. - October 14, 2025) - Ynvisible Interactive Inc. (TSXV: YNV) (FSE: 1XNA) (OTCQB: YNVYF) (the "Company" or "Ynvisible"), a leading provider of printed low-power e-paper display products, is pleased to announce that it has been awarded European Union funding under the Portugal 2030 program to advance the Company's international marketing, investor outreach, and trade show expansion strategy. The total investment exceeds €700,000, with 40% co-financed by the EU under the Lisboa 2030 regional component.

SAN JOSE, Calif.--(BUSINESS WIRE)---- $CALX #calix--Today, Calix, Inc. (NYSE: CALX) announced that Peñasco Valley Telephone Cooperative (PVT) boosted average revenue per user (ARPU) by over 7 percent in just six months among existing subscribers and tripled year-over-year website traffic—highlighting strong subscriber interest in lifestyle-based residential Wi-Fi packages with Calix SmartHome™. Just over a year ago, PVT leveraged the Calix Broadband Platform to launch subscriber self-installation, replacing leg.

CHICAGO--(BUSINESS WIRE)--NielsenIQ (NYSE: NIQ) (the “Company”, or "NIQ"), a leading global consumer intelligence company, plans to report its financial results for the fiscal third quarter ended September 30, 2025, on Thursday, November 13, 2025, before the market opens. The Company will hold a conference call on the same day at 8:30 a.m. ET to discuss its financial results, business highlights, and certain forward-looking information. The press release and a webcast of the earnings conference.