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Morning Commentary

REVVING UP THE ENGINE

By Charles Payne, CEO & Principal Analyst
10/27/2025 9:51 AM

Semiconductors paved the way again as the market powered to a new all-time high for the 35th time this year. How about Ford (F) and International Business Machines (IBM) among the four biggest movers?  It's like going back in time when they were the cream of the blue-chip crop.

The market broke out on Friday, and that typically bodes very well for the following week.

Trade Deal?

Great news and vibes over the weekend – we might see a major trade deal on Thursday when President Trump and President Xi meet.

Today’s Session

The market is looking to move higher this morning as investors await a potential China – US trade deal as well as further rate cuts.

Earnings season is still in full swing, with the bulk of the mag seven reporting this week.


 

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