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I see little reason to believe we have seen the end of this rally. There is no fiscal discipline anywhere.

And bingo, VIX is right back down - sharply. I am not surprised, but want to see rotation back to the new-era tickers, and expect that soon.

As U.S.-China trade tensions continue to escalate amid President Donald Trump's threat to add another 100% tariff on imports from the nation starting Nov. 1, Chinese President Xi Jinping is facing a rare challenge at home, according to political scientist Gordon Chang.

Apple shares hit a record high after Counterpoint Research data showed iPhone 17 sales jumped 14% year-over-year, prompting analyst Gene Munster to predict over 8% iPhone growth through 2026 amid strong demand, bullish upgrades, and Apple's renewed investment push in China.

Fluid and coating equipment company Graco (NYSE:GGG) will be reporting results this Wednesday after market hours. Here’s what investors should know.

RV Manufacturer Winnebago (NYSE:WGO) will be announcing earnings results this Wednesday before the bell. Here’s what to look for.

Rail equipment company Westinghouse Air Brake Technologies (NYSE:WAB) will be reporting results this Wednesday morning. Here’s what you need to know.

Property and casualty insurer Selective Insurance Group (NASDAQ:SIGI) will be reporting results this Wednesday after market hours. Here’s what to expect.

Title insurance provider Stewart Information Services (NYSE:STC) will be announcing earnings results this Wednesday after the bell. Here’s what to look for.

Insurance holding company Globe Life (NYSE:GL) will be reporting results this Wednesday after the bell. Here’s what to expect.

Data center products and services company Vertiv (NYSE:VRT) will be reporting results this Wednesday morning. Here’s what investors should know.

Homebuilder Taylor Morrison Home (NYSE:TMHC) will be announcing earnings results this Wednesday before market hours. Here’s what investors should know.

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) will be announcing earnings results this Wednesday after the bell. Here’s what investors should know.

Financial derivatives exchange CME Group (NASDAQ:CME) will be reporting earnings this Wednesday before market open. Here’s what you need to know.

Automotive retailer Lithia Motors (NYSE:LAD) will be reporting results this Wednesday before market hours. Here’s what to expect.

Digital imaging and instrumentation provider Teledyne (NYSE:TDY) will be reporting results this Wednesday before market open. Here’s what investors should know.

Climate control solutions innovator Lennox International (NYSE:LII) will be announcing earnings results this Wednesday before market hours. Here’s what investors should know.

Freight and logistics provider Covenant Logistics (NASDAQ:CVLG) will be reporting earnings this Wednesday afternoon. Here’s what to look for.

Clinical research company Medpace Holdings (NASDAQ:MEDP) will be announcing earnings results this Wednesday afternoon. Here’s what to expect.

Medical device company Boston Scientific (NYSE:BSX) will be announcing earnings results this Wednesday morning. Here’s what to expect.

Title insurance provider First American Financial (NYSE:FAF) will be announcing earnings results this Wednesday after market hours. Here’s what investors should know.

Digital lending platform LendingClub (NYSE:LC) will be reporting results this Wednesday after market close. Here’s what investors should know.

Adhesive manufacturing company Avery Dennison (NYSE:AVY) will be reporting earnings this Wednesday before market open. Here’s what you need to know.

Defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) will be reporting results this Wednesday afternoon. Here’s what to expect.

Financial technology company PROG Holdings (NYSE:PRG) will be announcing earnings results this Wednesday morning. Here’s what investors should know.

Electronic manufacturing services company Plexus (NASDAQ:PLXS) will be reporting results this Wednesday after market close. Here’s what investors should know.

Financial services firm Stifel Financial (NYSE:SF) will be announcing earnings results this Wednesday before the bell. Here’s what to look for.

Electric vehicle pioneer Tesla (NASDAQ:TSLA) will be announcing earnings results this Wednesday afternoon. Here’s what you need to know.

Freight delivery company Knight-Swift Transportation (NYSE:KNX) will be reporting results this Wednesday after the bell. Here’s what investors should know.

Healthcare insurance company Molina Healthcare (NYSE:MOH) will be announcing earnings results this Wednesday afternoon. Here’s what you need to know.

Financial services company Northern Trust (NASDAQ:NTRS) will be reporting results this Wednesday before market open. Here’s what to expect.

Financial technology provider SEI Investments (NASDAQ:SEIC) will be announcing earnings results this Wednesday after market close. Here’s what investors should know.

Household products company WD-40 (NASDAQ:WDFC) will be reporting results this Wednesday after market hours. Here’s what investors should know.

Auto parts and accessories retailer O’Reilly Automotive (NASDAQ:ORLY) will be reporting earnings this Wednesday after the bell. Here’s what to expect.

Regional banking company United Community Banks (NYSE:UCB) will be reporting earnings this Wednesday before market open. Here’s what investors should know.

Regional banking company WesBanco (NASDAQ:WSBC) will be reporting earnings this Wednesday after the bell. Here’s what investors should know.

Hospitality company Travel + Leisure (NYSE:TNL) will be reporting earnings this Wednesday before the bell. Here’s what you need to know.

Aerospace and defense company Hexcel (NYSE:HXL) will be announcing earnings results this Wednesday after market hours. Here’s what to expect.

Mortgage finance REIT Annaly Capital Management (NYSE:NLY) will be announcing earnings results this Wednesday afternoon. Here’s what investors should know.

Regional banking company Origin Bancorp (NYSE:OBK) will be reporting results this Wednesday after market close. Here’s what you need to know.

Hotel franchising company Wyndham (NYSE:WH) will be reporting results this Wednesday after market close. Here’s what you need to know.

Life sciences company Thermo Fisher (NYSE:TMO) will be announcing earnings results this Wednesday morning. Here’s what investors should know.

Regional banking company SouthState (NYSE:SSB) will be reporting earnings this Wednesday after market hours. Here’s what investors should know.

Regional bank Banc of California (NYSE:BANC) will be reporting earnings this Wednesday afternoon. Here’s what to expect.

IT services provider ASGN (NYSE:ASGN) will be announcing earnings results this Wednesday after the bell. Here’s what you need to know.

Telecommunications conglomerate AT&T (NYSE:T) will be reporting results this Wednesday before market hours. Here’s what to look for.

Puerto Rican financial services company OFG Bancorp (NYSE:OFG) will be reporting earnings this Wednesday before market open. Here’s what investors should know.

Regional banking firm Texas Capital Bancshares (NASDAQ:TCBI) will be reporting earnings this Wednesday after market hours. Here’s what to expect.

Workplace uniform provider UniFirst (NYSE:UNF) will be reporting earnings this Wednesday morning. Here’s what investors should know.

Regional banking company First Merchants (NASDAQ:FRME) will be reporting earnings this Wednesday after the bell. Here’s what to look for.