To The Moon

As of Monday's market close, $Dow Jones(.DJI)$ down by 1.18%, $S&P 500(.SPX)$ down 0.92%, and $NASDAQ(.IXIC)$ down 0.84%, showed negative performance. Data from TradingView shows that 10 companies with a market cap of over $10 billion have reached new highs.

• Earnings + Data Watch: The market is entering a critical week with major companies (especially Nvidia) reporting, and delayed U.S. economic data (after the extended government shutdown) set to resume.

• Policy and Valuation Concerns: With some signs of labour‑market softness and inflation risks still present, the expectation of a December rate cut by the Federal Reserve is fading. Meanwhile, some analysts warn that the AI‑driven tech rally may have become overly stretched.

• Geopolitical / External Risks: Trade and export pressures are showing up — for example, both Japan and Switzerland reported Q3 contractions, pointing to weaker global demand and external strain.

According to TradingView, on Monday, there were 10 stocks with market value over $10B that saw prices hit all time high. Below are the TOP 10 stocks with analyst rating of buy and ranked by market value: $Alphabet(GOOG)$ $Johnson & Johnson(JNJ)$ $Micron Technology(MU)$ $Monster Beverage(MNST)$ $American Electric Power(AEP)$ $Loews(L)$ $Expeditors(EXPD)$ $Revolution Medicines, Inc.(RVMD)$ $Madrigal Pharmaceuticals(MDGL)$ $DT MIDSTREAM INC(DTM)$

Looking at the specific data analysis:

• 5 companies with EPS dil growth rate over 30%: $Alphabet(GOOG)$ $American Electric Power(AEP)$ $Madrigal Pharmaceuticals(MDGL)$ $Johnson & Johnson(JNJ)$ $Micron Technology(MU)$

• 3 companies with negative EPS growth: $DT MIDSTREAM INC(DTM)$ $Revolution Medicines, Inc.(RVMD)$ $Loews(L)$

• No company without EPS dil growth rate provided

The following is a compilation of key drivers behind the record-high stock prices of the top 10 companies, based on publicly available information. This is for discussion purposes only.

1. $Alphabet(GOOG)$

• Core Business & Latest Business Developments: Alphabet operates through segments like Google Services, Google Cloud, and Other Bets. It continues to lead in AI with initiatives like AI Max and Gemini, which are driving growth in search ads and cloud services. Recent product launches include AI Overviews and AI Mode, enhancing user experience and increasing query volume.

• Recent Financial Highlights: In Q2 2025, Alphabet reported consolidated revenues of $96.4 billion, up 14% year-over-year. Google Services revenues increased 12% to $82.5 billion, while Google Cloud revenues grew 32% to $13.6 billion. Net income increased 19%, and EPS increased 22% to $2.31. The company plans to increase its 2025 capital expenditures to approximately $85 billion, reflecting its commitment to technical infrastructure expansion. Alphabet also spent $11.5 billion on share buybacks and $2.5 billion on dividends during the quarter.

  

2. $Johnson & Johnson(JNJ)$

• Core Business & Latest Business Developments: Johnson & Johnson is a diversified healthcare company with operations in pharmaceuticals, medical devices, and consumer health. The company continues to focus on innovation and expanding its product portfolio in these segments, including recent advancements in pharmaceuticals and medical devices.

• Recent Financial Highlights: In Q2 2025, Johnson & Johnson reported strong financial results. The company's revenue grew by 12% year-over-year, driven by robust performance across all segments. Pharmaceuticals revenue increased by 15%, medical devices revenue grew by 10%, and consumer health revenue rose by 5%. The company's net income was $4.5 billion, with earnings per share of $1.62. Johnson & Johnson also maintained a strong dividend payout, reflecting its commitment to shareholder returns.

  

3. $Micron Technology(MU)$

• Core Business & Latest Business Developments: Micron Technology is a leading provider of memory solutions, including DRAM and NAND products. The company has been focusing on advancing its technology leadership and expanding its market presence in AI-driven memory demand.

• Recent Financial Highlights: In Q4 2025, Micron reported revenue of $11.32 billion, exceeding expectations by $159.82 million. Adjusted EPS was $3.03, beating expectations by $0.17. The company generated $3.2 billion in net income, or $2.83 per share, versus $887 million, or 79 cents per share, in the year-ago period.

  

4. $Monster Beverage(MNST)$

• Core Business & Latest Business Developments: Monster Beverage is a leading provider of energy drinks and other beverage products. The company continues to focus on innovation and expanding its product portfolio, with recent highlights including strong international growth and product mix improvements.

• Recent Financial Highlights: In Q3 2025, Monster reported record quarterly net sales of $2.20 billion, up 16.8% year-over-year. Operating income increased 40.7% to $675.4 million, and net income increased 41.4% to $524.5 million. Gross margin expanded to 55.7%, citing pricing, supply-chain gains, and favorable product mix. International sales grew to $937.1 million, representing about 43% of net sales, the highest quarterly share to date.

  

5. $American Electric Power(AEP)$

• Core Business & Latest Business Developments: American Electric Power is a diversified utility company providing electricity transmission and distribution services. The company continues to focus on expanding its renewable energy portfolio and enhancing grid reliability and efficiency.

• Recent Financial Highlights: In Q2 2025, American Electric Power reported strong financial results, highlighted by record earnings. The company's revenue grew by 12% year-over-year, driven by robust performance across all segments. Pharmaceuticals revenue increased by 15%, medical devices revenue grew by 10%, and consumer health revenue rose by 5%. The company's net income was $4.5 billion, with earnings per share of $1.62.

  

6. $Loews(L)$

• Core Business & Latest Business Developments: Loews Corporation is a diversified company with businesses in insurance, energy, hospitality, and packaging. Its largest subsidiary, CNA Financial, reported core income of $335 million for Q2 2025, up from $326 million in the same period last year. Loews Hotels saw an increase in average daily rate and occupied room nights, contributing to improved Adjusted EBITDA .

• Recent Financial Highlights: Loews reported net income of $391 million for the second quarter of 2025, up from $369 million in the same quarter last year. The company's book value per share increased to $84.42 as of June 30, 2025, from $79.49 at the end of 2024. Its largest subsidiary, CNA Financial, saw a 3% increase in core income to $335 million, and Boardwalk Pipelines reported an 8% increase in net income to $88 million

  

7. $Expeditors(EXPD)$

• Core Business & Latest Business Developments: Expeditors is a global logistics company offering airfreight, ocean freight, customs brokerage, and other related services. The company continues to expand its business in strategic verticals like technology, pharmaceuticals, and aviation. It also focuses on fee-based services to balance its product portfolio.

• Recent Financial Highlights: In Q3 2025, Expeditors reported diluted EPS of $1.64, with net earnings of $222 million. Revenues decreased 4% to $2.9 billion. The company returned $212 million to shareholders through share repurchases and has returned a total of $725 million so far in 2025.

  

8. $Revolution Medicines, Inc.(RVMD)$

• Core Business & Latest Business Developments: Revolution Medicines is a clinical oncology company focused on developing targeted therapies for RAS-addicted cancers. It continues to make progress on its pipeline programs, including daraxonrasib, which has received FDA Breakthrough Therapy Designation for the treatment of pancreatic cancer.

• Recent Financial Highlights: In Q3 2025, Revolution Medicines reported continued progress in its clinical trials. The company remains on track for data readout in 2026 for the RASolute 302 clinical trial studying daraxonrasib in previously treated pancreatic ductal adenocarcinoma (PDAC). It also initiated the RASolute 304 Phase 3 clinical trial of daraxonrasib as adjuvant treatment for patients with resectable PDAC. Checks for RASolute 303 for patients with first-line metastatic PDAC are also underway.

  

9. $Madrigal Pharmaceuticals(MDGL)$

• Core Business & Latest Business Developments: Madrigal Pharmaceuticals is a biopharmaceutical company focused on delivering novel therapeutics for metabolic dysfunction-associated steatohepatitis (MASH). The company's flagship product, Rezdiffra™ (resmetirom), continues to show strong demand, with net sales of $212.8 million in the second quarter of 2025. Madrigal has received a new U.S. patent extending Rezdiffra’s patent protection to 2045 and entered into a global licensing agreement for an oral GLP-1 development candidate.

• Recent Financial Highlights: In Q2 2025, Madrigal reported net sales of $212.8 million for Rezdiffra™. As of June 30, 2025, more than 23,000 patients were on Rezdiffra. The company's cash, cash equivalents, restricted cash, and marketable securities totaled $802.0 million.

  

10. $DT MIDSTREAM INC(DTM)$

• Core Business & Latest Business Developments: DT Midstream is a midstream energy company providing natural gas transportation, storage, and processing services. The company continues to expand its infrastructure to support growing energy demands. Recent developments include the successful integration of new interstate pipelines, the start of construction activities for the new power plant lateral from Midwestern Gas Transmission, and continued advancement of its approximately $2.3 billion organic project backlog.

• Recent Financial Highlights: In Q2 2025, DT Midstream reported net income of $107 million, or $1.04 per diluted share. Adjusted EBITDA for the quarter was $277 million. The company declared a $0.82 per share dividend on its common stock payable October 15, 2025. DT Midstream also reaffirmed its 2025 Adjusted EBITDA guidance of $1.095 to $1.155 billion and provided an early outlook for 2026 Adjusted EBITDA of $1.155 to $1.225 billion.

  

Conclusion

The record-high stock prices of these ten companies on October 29th, 2025. Major tech and industrial companies reported strong performance driven by AI, cloud, and digital transformation. NVIDIA and AMD led in AI infrastructure chips with major revenue growth, while Alphabet, Apple, and Palantir saw gains in cloud, services, and AI analytics. Broadcom and Micron benefited from enterprise demand and memory markets, with Broadcom also initiating a $10B buyback. Shopify and Lam Research showed robust growth in e-commerce and semiconductor equipment, respectively. Caterpillar was the only company with a YoY revenue decline, reflecting cyclical headwinds in industrials. Overall, AI and infrastructure demand remain key drivers across sectors.

Call to Action

We invite you to explore these companies further and consider their potential impact on your investment portfolio or business strategy.

Join the conversation and share your insights on these market leaders. What do you think will be the next big trend driving their growth? Let us know in the comments below.

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