EXCLUSIVE: 21,000+ trades disclosed for 2025 alone. Trump’s accounts hold stocks in sectors his administration directly shapes: chips ($NVDA, $AMD, $MU), defense and surveillance ($PLTR, $AXON), detention ($GEO, $CXW), plus his own Trump Media ($DJT). Read the full breakdown from Benzinga and @unusual_whales here: benzinga.com/news/politics/2…

Among today’s 30 largest U.S.-listed companies, Micron ($MU) is the biggest five-year winner, up 1,217%. Nvidia ($NVDA) is up 871%, Palantir ($PLTR) 696%, Broadcom ($AVGO) 559% and Eli Lilly ($LLY) 431%.

Amazon ($AMZN) is drawing increased attention from prediction-market traders ahead of its third-quarter earnings report, though bettors remain skeptical the stock will reach $300 this month. Polymarket traders assigned roughly an 11% chance that Amazon will trade at $300 or higher in October, up from about 4% a day earlier. Odds around lower price levels have been volatile. The probability of Amazon topping $296 briefly surged to 54% before falling back to 17%. Traders also priced in about a 31% chance of the stock moving above $288, while assigning roughly a 53% probability that Amazon falls below $280. The short-term caution contrasts with a more bullish Wall Street outlook. Morgan Stanley named Amazon a top pick and raised its price target to $350 from $335. Analyst Brian Nowak framed the setup as a 3-to-1 risk-reward opportunity, with a $220 bear case and a $410 bull case. Other firms have been more cautious, with Wells Fargo and Cantor Fitzgerald cutting their targets earlier in the month. Amazon still carries a consensus Buy rating from 30 analysts, with an average price target around $330. The company is scheduled to report third-quarter earnings after the market closes on Oct. 29, giving investors a key catalyst that could determine whether the stock can make a late-month push toward $300.

Gary Black (@garyblack00) says a SpaceX ($SPCX)-Tesla ($TSLA) merger is “inevitable,” but warns Tesla investors may not get a huge windfall. He expects a potential offer near $420 per TSLA share in an all-stock deal.

Tom Lee (@fundstrat) says the S&P 500 could hit 8,400 by year-end, calling current market sentiment “excessive pessimism.” He sees the midterms as a “clearing event” that could spark a risk-on rally in tech and crypto. benzinga.com/markets/market-…

Iran is escalating threats against undersea internet infrastructure around the Strait of Hormuz, with an Islamic Revolutionary Guard Corps spokesperson warning that critical global communications cables could become targets. IRGC spokesperson Hossein Mohebi said undersea cables passing through the region carry a significant share of global internet and commercial data, warning the U.S. against renewed attacks on Iran. The threat follows similar comments from Iranian security chief Mohsen Rezaei, who said another escalation in fighting could put undersea cables, data centers and AI infrastructure at risk. Despite the rhetoric, prediction-market traders remain skeptical that Iran or its proxy groups will actually damage the cables. Polymarket traders priced roughly a 4% chance of Iran, Hezbollah or the Houthis physically damaging undersea cable infrastructure by the end of October, with the probability rising to about 12% by year-end. The concern extends beyond Hormuz. More than 90% of data capacity between Europe and Asia travels through subsea fiber-optic cables beneath the Red Sea, making the region a major bottleneck for global digital traffic. Iran-backed Houthis also control strategically important coastal territory around the Bab el-Mandeb Strait, giving Tehran another potential pressure point over infrastructure connecting Europe, Asia and the Middle East. The latest threats broaden the Iran conflict beyond energy and shipping, raising the possibility that telecommunications, cloud services and AI infrastructure could become additional targets if fighting intensifies.

Ring The Bell is live 🔔 10 stocks could swing as much as 20% this week. Plus SpaceX and Tesla earnings previews, Cathie Wood’s latest moves, top stories, stock of the day, and more. Read today’s issue: benzingaringthebell.beehiiv.…

Richard Branson went to space as a billionaire. His fortune has been coming back down ever since.

How Markets Turn Opinions into Expectations Everyone has an opinion. Markets put a price on it. Join @Cboe with Gianni DiPoce and Raj Shah, Senior Instructor at Cboe’s Options Institute, to explore how prediction markets turn probabilities into prices and what those prices can reveal about market expectations. 📅 Thursday, Oct. 22 | 11:00 AM ET Register & watch here 👇 benzinga.com/events/turn-opi…

$1,000 invested in Nvidia ($NVDA) 10 years ago would be worth about $131,300 today. The same $1,000 in the S&P 500 would be worth roughly $3,590.

BlackRock ($BLK) CEO Larry Fink says he’s more concerned about AI shortages than an AI bubble, pointing to constraints in power, chips, memory and skilled labor as compute demand keeps climbing. (Via @WOLF_Terminal, Original source: @NBCNews)

Amazon Just Found a Way Around Nvidia’s Biggest Moat. $AMZN $NVDA benzinga.com/trading-ideas/l…

Fiscal Reckoning? $NFLX & $SPCX Report Tonight | PreMarket Playbook + T3 Live | October 20, 2026 nitter.siddz.com/i/broadcasts/1DxleVlNM…

Nvidia ($NVDA) CEO Jensen Huang says the next wave of AI is “physical AI,” with robots that can reason about the physical world. He expects factories to become far more automated over the next decade. (Original source: The Hill & Valley Forum)

RBC says SpaceX ($SPCX) could buy Tesla ($TSLA) for $480 per share in a hypothetical all-stock deal valuing the combined company at $3.74T. Tesla shareholders would own about 48% of the merged company. benzinga.com/markets/predict…

Bank of America says Apple ($AAPL) could be an “eventual winner” in edge AI as iPhone Duo demand stays strong. Global Duo lead times have reached 82 days, with analyst Wamsi Mohan maintaining a $370 price target. benzinga.com/analyst-stock-r…

Peter Schiff (@PeterSchiff) says AI is making it easier to start a business without hiring employees. His advice: “Don’t look for a job; think of a business you can start.” benzinga.com/markets/tech/26…

Trump Says Google ‘Wouldn’t Have Taken My Call’ In First Term, Now ‘They Kiss My…’ — Then Dines With Sergey Brin. benzinga.com/news/politics/2…

Michael Burry Warns Stocks Could Face 15-20 Years of Poor Real Returns: ‘Speculation Has Overrun Investing’ benzinga.com/markets/market-…