The Trading Post | 10.24.25

Good morning,

Markets are looking chipper heading into Friday’s CPI report, fueled by a rare Trump-Xi détente, an Intel comeback story, and the return of oil-market drama. In short: the Fed’s about to cut, traders are about to spin, and inflation’s about to take center stage.

Discover how Brandon Wendell, CMT, simplifies futures trading for traders who want less stress, more flexibility, and a systematic approach that works—no matter your schedule. 

Let’s jump in.

Pre-Market Performance

As of 10.23.25 market close.

Market News

  • Inflation Report Takes Center Stage: Traders await the delayed September CPI, expected to rise 0.4% MoM and 3.1% YoY, keeping the Fed’s 25bps cut (97% priced in) on track for next week. Trading insight: CPI week + Fed meeting = high-volatility setup for bonds, banks, and gold. WSJ

  •  Trump-Xi Meeting Sparks Risk-On Rally: The White House confirmed a Trump-Xi meeting Oct 30 in South Korea to extend the tariff truce. Asian techs ripped higher (SK Hynix +6.9%). Trading insight: Play the relief rally in chips and China-exposed names, but fade the euphoria if no deal materializes. CNBC

  •  Intel Soars 8% on Surprise Profit Beat: Revenue hit $13.7B vs. $13.15B est., EPS $0.23 vs. $0.01 expected — mostly thanks to $3B in one-time asset sales. Trading insight: Great headline, weak core. Take profits on gap-ups; chip bulls may get indigestion soon. Yahoo Finance

  • Corporate America Cuts Deep: Target (-30% YTD) slashes 1,800 jobs, AMAT trims 1,400 amid export curbs, and Rivian axes 600 ahead of 2026 R2 launch. Trading insight: Retail layoffs = consumer pain. AMAT’s China exposure remains a rally trap. CNN

  • Oil Surges 5% on Trump’s Russia Sanctions: Trump sanctions Rosneft and Lukoil, which pump nearly half of Russia’s crude exports. Brent nears $66, WTI tops $61. Trading insight: Expect a 30-day buying window before sanctions bite — but fade if ceasefire chatter returns. Reuters

  • Earnings Winners: Intel (+8% AH), Ford (+4% AH on $50.5B revenue), P&G (+2% premarket). Nasdaq

  • Earnings Losers: Tesla (-2% AH after mixed Q3; EPS miss $0.50 vs $0.54). Yahoo Finance

  • Quantum Computing Frenzy: IonQ, Rigetti, and D-Wave popped 12–16% as Trump eyes equity stakes for federal funding. JPMorgan joining the quantum arms race. Reuters

  • Fed Watch: 97% odds of a 25bps cut next week. Powell says jobs > inflation. Reuters

A Message From Wealth Builders HQ

Trade Futures the Simple Way 

If you've been looking for a trading approach that offers flexibility, lower stress, and works around your schedule—futures trading might be exactly what you need. 

Brandon Wendell, a Chartered Market Technician with over 20 years of professional futures trading experience, is hosting a free training that breaks down everything you need to know about trading futures successfully. 

In this training, you'll discover: 

The Key Differences Between Options and Futures – Learn why many traders are making the switch to futures and how the learning curve is easier than you think. 

How to Find High-Probability Candidates – Stop wasting time on dead-end positions. Brandon shows you his systematic approach to identifying the best opportunities. 

Position Management Strategies – Set up your trades for optimal results without tying up capital for extended periods. 

This training is perfect if you: 

  • Want a less frantic alternative to fast-paced options trading 

  • Have a day job and can't monitor markets constantly 

  • Don't have a massive account but still want solid opportunities 

  • Are tired of complicated strategies that don't deliver 

The futures market is open nearly 24 hours a day, meaning you can trade on your schedule—even at 3 AM if that works for you. Plus, with Brandon's simplified approach, you'll spend less time stressing over trades and more time executing with confidence. 

This is a completely free class with no credit card required. Reserve your spot now and see why thousands of traders trust Brandon's systematic approach to futures. 

Earnings We’re Watching

  • General Dynamic Corp. (GD) - Friday (BMO) 

  • Procter & Gamble Co. (PG) - Friday (BMO) 

Trade Ideas

Zscaler, Inc (ZS), Autodesk, Inc (ADSK), Apollo Global Management, LLC (APO), Buileders FirstSource, Inc (BLDR)

Toll Brothers Inc (TOL), Targa Resources Corp (TRGP), Taiwan Semiconductor Manufactu (TSM), Vulcan Materials Company (VMC)

Philip Morris International (PM), Royal Caribbean Cruises (RCL), Restoration Hardware Holdings (RH), Roku, Inc (ROKU)

Marathon Petroleum Corporation (MPC), Oracle Corporation (ORCL), Pinduoduo Inc (PDD), Palantir Technologies Inc (PLTR)

Lennar Corporation (LEN), Linde plc - Ordinary Shares (LIN), Cheniere Energy, Inc. (LNG), Marriot International (MAR)

Costco Wholesale Corporation (COST), Dick’s Sporting Goods Inc (DKS), Hilton Worldwide Holdings Inc (HLT), Kkr (KKR)

Autodesk, Inc (ADSK), Apollo Global Mangement, LLC (APO), Builders FirstSource, Inc. (BLDR), CIGNA Corporation (CI)

Want to learn how we trade these? Learn the setup we call the “High Volatility Switchback” trade.

Get these ideas delivered to your inbox daily with Trade With Rob. It’s 100% free. Sign up here.

Daily Moment of Zen

In the long run we are all dead.

John Maynard Keynes

Why It Matters:

A masterclass in brutal simplicity. In markets, intentions are as worthless as a stop loss you didn’t set. The Fed can intend to land softly, CEOs can intend to cut costs responsibly, and you can intend to sell before the reversal. But the market doesn’t pay you for good intentions — it pays you for outcomes. In short: trade the tape, not the talk.