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- Top Pros' Top Picks 10/13/25
Top Pros' Top Picks 10/13/25
Mike Larson
October 13, 2025
Mike Larson | Editor-in-Chief
After tumbling to close out last week, equities are regaining some ground this morning. Gold and silver are surging again, while crude oil is up a bit, too. The bond market is closed for the holiday.
President Trump and Vice President Vance walked back threats against China over the weekend, helping goose markets after Friday’s meltdown. Trump commented on social media that “The USA wants to help China, not hurt it” and Vance said on Fox News that Trump would be a “reasonable negotiator.” Worries about fresh 100% tariffs on China caused stocks to careen lower at the end of last week, with the S&P 500 Index (^SPX) losing 2.7% and the Nasdaq shedding 3.5%.
JPM, SLV, BAM, BE (YTD % Change)
Meanwhile, precious metals continue to rampage higher in both the spot and futures markets. Spot silver in London jumped more than 3% while lease rates (the cost of borrowing metal) soared as liquidity tightened up and worries about sourcing physical supply grew. Palladium and platinum prices jumped as well, with year-to-date gains now topping 64% in the former and 84% in the latter. The iShares Silver Trust (SLV), for its part, is up 72% YTD.
Elsewhere in the materials markets, JPMorgan Chase & Co. (JPM) said it would invest $10 billion of its own capital in companies that supply rare earths and other critical goods. CEO Jamie Dimon said the US was “too reliant on unreliable sources of critical minerals, products, and manufacturing,” and that its money could help turn the tide. The administration has also been steering federal funds into sector firms, including MP Materials Corp. (MP).
Lastly, Brookfield Asset Management (BAM) is teaming up with Bloom Energy Corp. (BE) on a deal to help power the Artificial Intelligence (AI) revolution. Specifically, BAM will invest up to $5 billion in BE’s fuel cell technology, which could help power the data centers going up in Europe and the US. Already up 291% in 2025, BE shares rose another 29% on the news.r.
S&P 500 6,552.51 (-2.71%) ↓ | VIX 20.25 (-6.51%) ↓ |
Dow Jones Industrial Average 45,479.60 (-1.90%) ↓ | Gold $4,105.10 per ounce (+2.62%) ↑ |
Nasdaq Composite 22,204.43 (-3.56%) ↓ | Oil $59.53 per barrel (+1.07%) ↑ |
As strong as precious metals have been this year, could they run even further? And should you be worried about potential market manipulation as a metals investor? I recently sat down with Brien Lundin, executive editor of Gold Newsletter, and David Morgan, precious metals analyst at TheMorganReport, to talk about those issues — and much more. Check out the session from our recent MoneyShow Virtual Expo.
CCL: After Another Great Quarter, Give this Cruise Line Stock a Look
👉️ TICKER: CCL
Carnival Corp. (CCL) recently posted another record quarter. People are still cruising – and this Zacks Rank #1 (Strong Buy) stock is expected to grow earnings by 47.9% this year, highlights Tracey Ryniec, senior stock strategist at Zacks Investment Research.
COST: Richly Valued, But on the Right Track
👉️ TICKER: COST
In a market high on AI hype and $10 billion chip orders, one of the best-performing stocks sells toilet paper in bulk. If you’re judging by long-term ownership, investor trust, and consistent outperformance with zero drama, you might want to look at Costco Wholesale Corp. (COST), advises Nicholas Vardy, editor of The Global Guru.
