Stock Region Watchlist
EA’s $55B Deal & My Watchlist for the Week.
EA’s $55B Deal & My Watchlist for the Week
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Hey everyone, and welcome to your weekly watchlist from Stock Region.
Before we dive in, a quick but important note: This newsletter is for informational and entertainment purposes only. I am not a financial advisor, and the content here should not be taken as financial advice. Always do your own research and consult with a professional before making any investment decisions.
Now, let’s get to the good stuff. What a week it’s shaping up to be. There’s a lot of movement, and I’ve got my eye on a few companies that are making some serious waves. Here’s what’s on my radar for Monday, September 29, 2025.
Electronic Arts (EA): The Big Buyout Shakes Things Up
Wow. Just wow. EA going private in a massive $55 billion deal is the kind of news that makes you sit up and pay attention. Offering shareholders $210 per share in cash is a bold move and shows just how much confidence the buyers have in EA’s future. Honestly, I’m not surprised.
Our Take: With powerhouse franchises like Battlefield and Madden NFL consistently printing money, EA has always been a titan. The upcoming Battlefield 6 is poised to be another blockbuster. This deal feels like a smart play to unlock even more value away from the pressures of the public market. The stock has already seen a nice pop, but we’ll be watching the $193.35 level closely. If it dips below that, it could signal some short-term profit-taking.
Novo Nordisk ($NVO): The Unstoppable Health Giant
It seems like you can’t talk about the market these days without mentioning Novo Nordisk. Their dominance in the obesity and diabetes space with drugs like Wegovy and Ozempic is just incredible. The demand is through the roof, and the company is racing to scale up production.
Our Take: This isn’t just a fleeting trend. The global focus on health, particularly managing obesity and diabetes, provides a powerful, long-term tailwind for NVO. They are in the right place at the right time with the right products. We’re watching for a potential breakout above $56.46. On the flip side, a drop below $47.07 might present a buying opportunity if you believe in the long-term story as much as I do.
Lam Research ($LRCX): The Unsung Hero of Tech
While everyone is talking about AI stocks, I love looking at the companies that make it all possible. Lam Research is one of those critical “picks and shovels” plays. They build the advanced equipment needed to manufacture semiconductors—the brains behind AI, 5G, and modern cars.
Our Take: LRCX is a fundamentally strong company in a sector that’s only getting bigger. As the world’s appetite for more powerful chips grows, Lam’s role becomes even more crucial. Their financials are solid, and their position in the supply chain is enviable. Keep an eye on the $132.20 level for a potential push higher and $126.32 for support.
Oracle ($ORCL): The Cloud Contender
Let’s be real, for a while, it felt like Oracle was the old guard getting left behind in the cloud wars. But they have been quietly and impressively clawing their way back. Their cloud infrastructure and applications are gaining serious traction, and they’re making smart, heavy investments in AI to sweeten the deal.
Our Take: I have to give credit where it’s due. Oracle’s resilience is impressive. They are proving they can still innovate and compete with the younger tech giants. Their pivot to cloud and AI makes them a compelling story for long-term growth. The key levels I’m watching are $291.33 on the upside and $283.46 on the downside.
That’s all for this week! It’s a fascinating market out there, and these are the names that have caught our attention. Stay sharp and do your homework.
Happy trading,
The Stock Region Team
Disclaimer: All content provided in this newsletter is for informational purposes only and does not constitute financial, investment, or other professional advice. The views and opinions expressed are personal and should not be considered a recommendation to buy or sell any security. Investing in the stock market involves risk, including the potential loss of principal. Please conduct your own thorough research and consult with a qualified financial advisor before making any investment decisions. Stock Region is not liable for any losses or damages arising from the use of this information.