Blackrock, Nvidia, Microsoft Acquire Aligned Data Centers for $40B; ANZ Forecasts Gold Rally Above $4,200/oz
Key Takeaways
- Blackrock, Nvidia, and Microsoft acquire Aligned Data Centers for $40B to boost AI infrastructure.
- ANZ forecasts gold rally above $4,200/oz, potentially $4,600 by mid-2026, on Fed cuts.
- BofA Securities lifts ASML target to $1,134 on AI-driven growth and EUV demand.
- United Airlines beats Q3 earnings; forecasts strong Q4 EPS between $3 and $3.50.
- Salesforce projects $60B+ revenue by 2030, driven by AI and Agentforce growth.
Top Stories
Blackrock, Nvidia, Microsoft buy Aligned Data Centers for $40 billion, expanding AI infrastructure.
On October 15, 2025, Blackrock, Nvidia, and Microsoft announced a $40 billion acquisition of Aligned Data Centers, aiming to enhance AI infrastructure; the deal is expected to close in early 2026.
ANZ forecasts gold rally above $4,200/oz amid Fed cuts and geopolitical tensions.
On October 16, 2025, ANZ projected gold prices surpassing $4,200 per ounce with potential to reach $4,600 by mid-2026, driven by expected Fed rate cuts and geopolitical demand.
BofA Securities lifts ASML target to $1,134 on AI-driven growth and EUV demand.
On October 15, 2025, BofA Securities raised ASML’s price target to $1,134, citing strong Q3 sales, higher gross margins, and AI infrastructure demand despite China market caution.
United Airlines beats Q3 earnings estimates, forecasts strong Q4 adjusted EPS.
On October 15, 2025, United Airlines reported Q3 adjusted EPS of $2.78, beating estimates, with 7% capacity growth and a $15.23 billion revenue; it forecasted Q4 EPS between $3 and $3.50.
Salesforce projects $60B+ revenue by 2030, driven by AI and Agentforce growth.
On October 15, 2025, Salesforce forecasted over $60 billion revenue by 2030 with organic growth above 10% annually, leveraging Agentforce software and AI partnerships with Anthropic and OpenAI.
Analyst's Take
UBS expects S&P 500 bull market continuation fueled by AI investment and Fed easing.
On October 15, 2025, UBS projected a 10% EPS growth for the S&P 500 in Q3, supported by strong AI spending, consumer resilience, and anticipated Fed rate cuts.
Investment Radar
Investing.com offers stock analyses, defensive picks, market risks, and subscription flash sale.
On October 15, 2025, Investing.com published analyses on small-cap and defensive stocks amid AI and tariff trends, highlighted five key market risks including earnings and labor concerns, and promoted a flash sale for its AI-powered subscription service ending October 16.
Arcellx CFO sells shares; price target raised on positive regulatory outlook.
On October 15, 2025, Arcellx CFO Michelle Gilson sold 5,364 shares under a trading plan; Scotiabank raised the price target to $133 citing favorable FDA regulatory developments.
CRISPR Therapeutics files to offer $600 million new shares on Nasdaq.
On October 15, 2025, CRISPR Therapeutics filed an SEC prospectus to offer up to $600 million in new common shares via Jefferies under an Open Market Sale Agreement.
Eitai upgrades 2025 sales and profits, raises dividend amid growth initiatives.
On October 16, 2025, Eitai raised its 2025 sales forecast by 23.3% to ¥2.929 billion and operating profit by 39.1%, increasing dividends due to new temple openings and enhanced customer attraction.
Market Snapshot
Morgan Stanley and Bank of America beat Q3 earnings estimates with strong revenue growth.
On October 15, 2025, Morgan Stanley reported Q3 EPS of $2.80 and revenue of $18.22B, beating estimates by $0.69 and $1.55B respectively. Bank of America also exceeded Q3 EPS and revenue expectations, with $1.06 EPS and $28.09B revenue, reflecting strong financial sector performance.
Fed Chair Powell signals October rate cut amid geopolitical tensions, weakening US dollar.
On October 15, 2025, Fed Chair Jerome Powell indicated a likely rate cut this month despite economic uncertainties, causing the US dollar to weaken against yen and franc. Powell's remarks at the National Association for Business Economics reaffirmed the Fed's easing path amid geopolitical and economic pressures.
Indian markets close mixed on October 15, 2025, with sector-specific gains and losses.
On October 15, 2025, Indian markets closed with Nifty 50 up 0.73%, led by financials and infrastructure, while FMCG and IT sectors dragged indices lower. Market sentiment remained cautiously neutral amid global uncertainties and sectoral divergences.
US and Japanese markets mixed on October 15, 2025, amid trade tensions and tech gains.
On October 15, 2025, the NY Dow fell 17.15 points while Nasdaq rose 148.38 points, reflecting trade friction concerns and tech sector strength. Japanese markets showed mixed ADR performance, influenced by political stability and US-China trade tensions.
ASX 200 reaches historic high on weak jobs data, fueling RBA rate cut hopes.
On October 15, 2025, the ASX 200 hit a record 9,108.70 points after weak employment data raised expectations for an RBA interest rate cut in November.
CAC 40 jumps 2.5% on government stability bets and LVMH sales boost.
On October 15, 2025, the CAC 40 surged 2.5% as investors gained confidence in Prime Minister Lecornu’s government stability and LVMH’s unexpected Q3 sales growth.
Oil prices modestly rise after Trump’s tariff threat and OPEC supply revisions.
On October 14, 2025, Asian oil prices rose modestly following a near five-month low, influenced by US-China tariff threats and OPEC’s revised 2026 supply-demand balance.