Despite a downbeat month for stocks and mounting macroeconomic uncertainty, several Club names outperformed the market in October — and landed in the green. While the S & P 500 had its third consecutive down month — weighed down in part by soaring yields on government bonds and a mixed start to third-quarter earnings season — we held our conviction on certain names and put cash to work as our discipline mandates. Indeed, we made four small buys last week amid an oversold market. Meanwhile, the benchmark index slumped in October, down 2.2% month-to-date. Around 38% of companies listed on the index were outperformers, with just over 29% of listed companies in positive territory for the month of October. The S & P closed up 0.67% Tuesday. Meanwhile, 19 of the Club’s 34 holdings — roughly 55% of the portfolio — outperformed the index for the month. And a total of 15 stocks beat the S & P 500 while ending the month in positive territory — the top 10 of which we unpack here. FL YTD mountain Foot Locker (FL) year-to-date performance Shares of Foot Locker (FL) surged 21% month-to-date, bolstered by peer Nike (NKE) releasing strong quarterly earnings results on Sept. 28. The sneaker giant, which touted improving inventory levels, beat on profit and gross margins, sending its stock soaring. Still, we’re hesitant to chase Foot Locker’s rally. That’s because of Nike’s ongoing reset of its relationship with Foot Locker, as it focuses on expanding its direct-to-consumer business while de-emphasizing wholesale channels. Foot Locker reports quarterly results on Nov. 17. HUM YTD mountain Humana (HUM) year-to-date performance Humana (HUM) shot up 7.6% month-to-date. The health insurance company has been catching up since June when shares experienced a 11% single-day drop on concerns about prolonged higher utilization rates. These woes failed to materialize after a brutal selloff, prompting a slight rebound for the firm in October. On Oct. 6, the Club sold 15 shares of Humana as a result, booking small profits after waiting out the stock’s slump. The company reports third-quarter results on Wednesday. Shares of Humana, which are up 2.2% year-to-date, edged 1% higher Tuesday, to close at $524 apiece. MSFT YTD mountain Microsoft (MSFT) year-to-date performance Microsoft (MSFT), whose shares are up 7.1% month-to-date, has been on a tear since its fiscal first-quarter earnings release on Oct. 24. The Big Tech name recorded revenue beats across the board. Investors, however, cheered a surprise acceleration in revenue at Microsoft’s cloud computing business, Azure, showing that the software giant’s massive bet on artificial intelligence has been paying off. The Club believes Azure will be a key long-term growth driver for Microsoft as the world continues to shift to cloud computing. The software giant’s stock, up 41% since the start of 2023, ticked nearly 1% higher Tuesday, to close at $337.60 per share. AMZN YTD mountain Amazon (AMZN) year-to-date performance Shares of Amazon (AMZN) climbed 4.7% throughout October on the company’s better-than-expected third-quarter results . The ecommerce giant beat analysts’ estimates for earnings, boosted by improving profitability in its retail business, but fell short on concerns over the performance of the Amazon Web Services cloud unit. Once worries over AWS were dismissed by CEO Andy Jassy on the post-earnings conference call, shares pushed higher. Amazon, which jumped 58% year-to-date, traded slightly higher Tuesday, to close at $133 apiece. PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance Shares of Palo Alto Networks (PANW) rose 3.7% month-to-date. The stock has been lifted by strength in the cybersecurity sector, an industry thought to be a haven for investors amid macroeconomic uncertainty. Enterprises need protection regardless of the state of the economy. Palo Alto surged 1.7% during Tuesday trading at $242.7 apiece. The company is up 74% year-to-date. LLY YTD mountain Eli Lilly (LLY) year-to-date performance Eli Lilly (LLY) is up 3.1% month-to-date after a weak September performance. Still, there’s a lot of anticipation around Lilly’s GLP-1 drug Mounjaro , which should prove to be an ongoing tailwind for the pharmaceuticals firm. Eli Lilly reports third-quarter results on Thursday. The stock declined 2% during Tuesday, to close at $554 a share. Still, shares are up 54% year-to-date. PG YTD mountain Procter & Gamble (PG) year-to-date performance Procter & Gamble (PG) edged 2.9% higher in October. Shares of the company got a boost from fiscal first-quarter results that topped analysts’ expectations for earnings and revenue. P & G, down 1% year-to-date, edged slightly higher on Tuesday, to close at $150 a share. LIN YTD mountain Linde (LIN) year-to-date performance Shares of Linde (LIN) rebounded on the company’s stellar quarterly earnings release last week. The industrial gas giant reported double-digit earnings growth and solid operating-margin expansion, along wit an upbeat profit outlook. The stock, up 2.6% in October, has surged 17.2% year-to-date. Shares of Linde gained 0.87% Tuesday, to close at $382.16 each. SWK YTD mountain Stanley Black & Decker (SWK) performance year-to-date Stanley Black & Decker (SWK) increased 1.8% in October on better-than-expected earnings . On Oct. 27, the tool manufacturer’s quarter showed continued progress on its cost savings plans and inventory-reduction programs. The Club reiterated a 1 rating on Stanley Black & Decker on Tuesday. The stock, up 13.2% year to date, edged nearly 1% higher Tuesday, to close at roughly $85 a share. CTRA YTD mountain Coterra (CTRA) year-to-date performance Coterra Energy (CTRA) notched gains of 1.7% in October. The company has received a boost from continued strength in natural gas, along with crude oil gains on the back of the escalating conflict in the Middle East following Palestinian militant group Hamas’ attack on Israel earlier this month. While there is no major oil production in Israel and the Palestinian Territories, analysts have said a broader conflict in the Middle East could create risks for oil supplies. Shares of the company were steady during Tuesday trading, closing at $27.46 apiece. Coterra stock has risen 11.9% since the start of 2023. (Jim Cramer’s Charitable Trust is long FL, HUM, SWK, MSFT, LLY, CTRA, PANW, PG, AMZN, LIN . See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., October 26, 2023.
Brendan Mcdermid | Reuters
Despite a downbeat month for stocks and mounting macroeconomic uncertainty, several Club names outperformed the market in October — and landed in the green.
Today was the official start of racing at the Electrek Formula Sun Grand Prix 2025! There was a tremendous energy (and heat) on the ground at NCM Motorsports Park as nearly a dozen teams took to the track. Currently, as of writing, Stanford is ranked #1 in the SOV (Single-Occupant Vehicle) class with 68 registered laps. However, the fastest lap so far belongs to UC Berkeley, which clocked a 4:45 on the 3.15-mile track. That’s an average speed of just under 40 mph on nothing but solar energy. Not bad!
In the MOV (Multi-Occupant Vehicle) class, Polytechnique Montréal is narrowly ahead of Appalachian State by just 4 laps. At last year’s formula sun race, Polytechnique Montréal took first place overall in this class, and the team hopes to repeat that success. It’s still too early for prediction though, and anything can happen between now and the final day of racing on Saturday.
Congrats to the teams that made it on track today. We look forward to seeing even more out there tomorrow. In the meantime, here are some shots from today via the event’s wonderful photographer Cora Kennedy.
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The numbers are in and they are all bad for Tesla fans – the company sold just 5,000 Cybertruck models in Q4 of 2025, and built some 30% more “other” vehicles than it delivered. It just gets worse and worse, on today’s tension-building episode of Quick Charge!
We’ve also got day 1 coverage of the 2025 Electrek Formula Sun Grand Prix, reports that the Tesla Optimus program is in chaos after its chief engineer jumps ship, and a look ahead at the fresh new Hyundai IONIQ 2 set to bow early next year, thanks to some battery specs from the Kia EV2.
New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news.
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Tesla has launched its new Oasis Supercharger, the long-promised EV charging station of the future, with a solar farm and off-grid batteries.
Early in the deployment of the Supercharger network, Tesla promised to add solar arrays and batteries to the Supercharger stations, and CEO Elon Musk even said that most stations would be able to operate off-grid.
While Tesla did add solar and batteries to a few stations, the vast majority of them don’t have their own power system or have only minimal solar canopies.
Back in 2016, I asked Musk about this, and he said that it would now happen as Tesla had the “pieces now in place” with Supercharger V3, Powerpack V2, and SolarCity:
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All of these pieces have been in place for years, and Tesla has now discontinued the Powerpack in favor of the Megapack. The Supercharger network is also transitioning to V4 stations.
Yet, solar and battery deployment haven’t accelerated much in the decade since Musk made that comment, but it is finally happening.
Tesla has now unveiled the project and turned on most of the Supercharger stalls:
The project consists of 168 chargers, with half of them currently operational, making it one of the largest Supercharger stations in the world. However, that’s not even the most notable aspect of it.
The station is equipped with 11 MW of ground-mounted solar panels and canopies, spanning 30 acres of land, and 10 Tesla Megapacks with a total energy storage capacity of 39 MWh.
It can be operated off-grid, which is the case right now, according to Tesla.
With off-grid operations, Tesla was about to bring 84 stalls online just in time for the Fourth of July travel weekend. The rest of the stalls and a lounge are going to open later this year.
Electrek’s Take
This is awesome. A bit late, but awesome. This is what charging stations should be like: fully powered by renewable energy.
Unfortunately, it will be much harder to open those stations in the future due to legislation that Trump and the Republican Party have just passed, which removes incentives for solar and energy storage, adds taxes on them, and removes incentives to build batteries – all things that have helped Tesla considerably over the last few years.
The US is likely going to have a few tough years for EV adoption and renewable energy deployment.
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