Stock Region Watchlist
Stock Region Watchlist: Tuesday, October 28, 2025
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Good morning, everyone! Let’s dive right into some massive market-moving news. There’s a lot happening today, from a blockbuster merger to an e-commerce giant flexing its muscles.
A Semiconductor Giant is Born: Skyworks ($SWKS) and Qorvo ($QRVO)
Wow. This is the kind of news that sends ripples through an entire industry. Skyworks and Qorvo announced a $22 billion merger, and honestly, it’s a powerhouse move. They’re combining forces to create a US-based leader in the high-performance semiconductor space.
This is a brilliant strategic play. Instead of competing, they’re consolidating to dominate. They’re projecting $500 million in annual cost savings, which is a huge number that will directly benefit the bottom line. This new entity will be a beast in mobile tech, but also has its sights set on defense, IoT, AI, and automotive markets. Keep a very close eye on these two. The combined strength could create a company that’s much more valuable than the sum of its parts.
Wayfair ($W) Just Won’t Quit
Just when you think the home goods craze has cooled, Wayfair comes in and absolutely crushes it. The company reported an adjusted EPS of $0.70 for Q3, blowing past the expected $0.44. That’s not just a beat; that’s a statement.
The market is loving it, and the stock is hovering near its 52-week high. To add fuel to the fire, JPMorgan raised their price target from $82 all the way up to $105. This signals some serious confidence from Wall Street. It feels like Wayfair has found its rhythm again, and the momentum is clearly on its side. I’m impressed with their ability to navigate a tough consumer environment and still deliver strong results.
All Eyes on Big Brown: UPS ($UPS)
It’s that time again. UPS is on deck to report its quarterly earnings, and this one will be closely watched. Their report is more than just numbers; it’s a barometer for global shipping and consumer demand.
With the holiday season right around the corner, this is where UPS traditionally shines. Increased e-commerce activity is their bread and butter. I’m looking for any guidance they provide on their holiday outlook. For the short term, the levels I’m watching are $100.00 on the upside and $99.06 on the downside. A break above $100 could signal strength, while a dip below $99.06 might indicate some weakness ahead of the report. Let’s see what they deliver.
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Great watchlist compilation! The Skyworks-Qorvo merger is absolutley massive - $22B creating a US semiconductor powerhouse. The $500M annual cost savings projection shows serious synergies, and the strategic positioning in mobile, defense, IoT, AI, and automotive gives them multiple growth vectors. This consolidation move makes total sense in a market where scale matters enormously. The Wayfair story is equally impressive - blowing past EPS estimates by 59% ($0.70 vs $0.44 expected) and JPMorgan raising their price target from $82 to $105 shows real conviction. For a home goods company to perform this well in a challenging consumer environment says a lot about their execution. Your technical levels for UPS at $100 upside and $99.06 downside are helpful for trading the earnings catalyst. Thanks for the actionable insights!