Top market movers — week of Oct 19 – Oct 25, 2026

“Jensen Huang Fires Back in Berlin: Memory Oversupply by 2029 "Unlikely," Champions Long-Term HBM and LPDDR Demand - BigGo Finance Jensen Huang Fires Back in Berlin: Memory Oversupply by 2029 "Unlikely," Champions Long-Term HBM and LPDDR De”

💡 NVIDIA CEO Jensen Huang dismisses concerns of memory oversupply by 2029, reinforcing long-term demand for HBM and LPDDR, which is bullish for memory manufacturers.

• LONG $MU Micron Technology, Inc. conf 7/10 ▲ +2% expected Buy $856.49 → Sell $891.89 ▲ +4.13% · +$4.13 per $100 ✓ hit expected move
• LONG $NVDA NVIDIA Corporation conf 6/10 ▲ +1.2% expected Buy $212.21 → Sell $215.33 ▲ +1.47% · +$1.47 per $100 ✓ hit expected move
• LONG $SSNLF Samsung Electronics Co., Ltd. conf 6/10 ▲ +1.8% expected Buy $65.21 → Sell $65.21 ▼ 0% · $0.00 per $100

“NVIDIA's Jensen Huang on memory oversupply concerns: “The more, the better” - 파이낸셜뉴스 NVIDIA's Jensen Huang on memory oversupply concerns: “The more, the better” 파이낸셜뉴스”

💡 Jensen Huang's statement downplaying memory oversupply concerns suggests continued strong demand for memory, which is bullish for memory chip manufacturers.

• LONG $MU Micron Technology, Inc. conf 7/10 ▲ +2.5% expected Buy $846.38 → Sell $891.89 ▲ +5.38% · +$5.38 per $100 ✓ hit expected move
• LONG $SMH VanEck Semiconductor ETF conf 6/10 ▲ +1.5% expected Buy $522.50 → Sell $533.62 ▲ +2.13% · +$2.13 per $100 ✓ hit expected move
• LONG $SSNLF Samsung Electronics Co., Ltd. conf 6/10 ▲ +1.8% expected Buy $65.21 → Sell $65.21 ▼ 0% · $0.00 per $100

“Elon Musk invests $1bn in CNN-owner Skydance - The Telegraph Elon Musk invests $1bn in CNN-owner Skydance The Telegraph”

💡 Elon Musk's reported $1 billion investment in Skydance Media, which owns CNN, is bullish for Skydance's parent company, Paramount Skydance, and could also benefit the broader media sector.

• LONG $PSKY Paramount Skydance Corp conf 7/10 ▲ +3.5% expected tracking…
• LONG $XLC State Street Communication Services Select Sector SPDR ETF conf 6/10 ▲ +0.8% expected Buy $107.42 → Sell $107.42 ▼ 0% · $0.00 per $100

“Exclusive / Elon Musk makes $1 billion investment in Ellison’s Skydance - Semafor Exclusive / Elon Musk makes $1 billion investment in Ellison’s Skydance Semafor”

💡 Elon Musk's $1 billion investment in Skydance is bullish for Paramount Global (PSKY) due to increased capital and strategic alignment.

• LONG $PSKY Paramount Skydance Corp conf 7/10 ▲ +3.5% expected Buy $9.78 → Sell $9.78 ▼ −0.05% · $-0.05 per $100

“Pete Hegseth Says US Is Ready for Further Military Action Against Iran - 8AM Media Pete Hegseth Says US Is Ready for Further Military Action Against Iran 8AM Media”

💡 Secretary Hegseth's statement on readiness for military action against Iran is bullish for defense contractors and oil prices, while bearish for airlines and broad market sentiment due to increased geopolitical risk.

• LONG $GD General Dynamics Corporation conf 8/10 ▲ +2.2% expected Buy $344.44 → Sell $351.75 ▲ +2.12% · +$2.12 per $100
• LONG $RTX RTX Corporation conf 8/10 ▲ +2.3% expected Buy $193.34 → Sell $196.15 ▲ +1.45% · +$1.45 per $100
• LONG $LMT Lockheed Martin Corporation conf 7/10 ▲ +2% expected Buy $548.71 → Sell $609.32 ▲ +11.05% · +$11.05 per $100 ✓ hit expected move
• LONG $SH ProShares Short S&P500 conf 6/10 ▲ +1.5% expected Buy $32.24 → Sell $32.71 ▲ +1.44% · +$1.44 per $100
• LONG $USO United States Oil Fund, LP conf 6/10 ▲ +2% expected Buy $160.61 → Sell $170.00 ▲ +5.85% · +$5.85 per $100 ✓ hit expected move
• SHORT $JETS U.S. Global Jets ETF conf 6/10 ▼ −2% expected Buy $26.19 → Sell $25.63 ▲ +2.16% · +$2.16 per $100 ✓ hit expected move

“Tesla and SpaceX are discussing a possible merger, Musk says - The Verge Tesla and SpaceX are discussing a possible merger, Musk says The Verge”

💡 Elon Musk stated that Tesla and SpaceX are discussing a possible merger, which would likely boost Tesla's valuation due to SpaceX's private market value, but could also raise concerns about dilution and regulatory hurdles.

• LONG $TSLA Tesla, Inc. conf 7/10 ▲ +6% expected Buy $379.37 → Sell $394.97 ▲ +4.11% · +$4.11 per $100

“Sam Altman’s World Targets Deepfake Fraud With New Banking Tools - CryptoRank Sam Altman’s World Targets Deepfake Fraud With New Banking Tools CryptoRank”

💡 Sam Altman's new initiative to combat deepfake fraud with banking tools is bullish for cybersecurity and financial technology companies, particularly those focused on fraud detection and AI-driven security.

• LONG $CRWD CrowdStrike Holdings, Inc. conf 6/10 ▲ +2% expected Buy $227.39 → Sell $242.90 ▲ +6.82% · +$6.82 per $100 ✓ hit expected move
• LONG $OKTA Okta, Inc. conf 5/10 ▲ +1.5% expected Buy $187.26 → Sell $211.15 ▲ +12.76% · +$12.76 per $100 ✓ hit expected move
• LONG $PYPL PayPal Holdings, Inc. conf 5/10 ▲ +1.5% expected Buy $56.70 → Sell $57.94 ▲ +2.2% · +$2.20 per $100 ✓ hit expected move