See the companies we believe could benefit as federal priorities shift.



Daily Market Alert



Monday, October 12, 2026 • Daily Market Alert

You are receiving this email because you are subscribed to Daily Market Alert,
a publication from Behind the Markets.
If you no longer wish to receive these sponsored emails, please unsubscribe
here
<[link removed]>
.




Sponsored Content




Hi Trader,



Forget the political headlines for a moment.



If you're an investor, there's another question worth asking:



Where is Washington actually putting its money and influence?



From domestic manufacturing and strategic resources to energy and technology,
the Trump administration is pushing policies that could create clear
winners—and losers—in the market.



And some companies may be better positioned than others.



We've identified five stocks we believe investors should have on their radar
as these priorities take shape.



Click here to see the 5 stocks
<[link removed]>



We've broken them down in our report:



5 Best Stocks to Buy Under Trump’s Presidency



You don't have to agree with every policy coming out of Washington.



You just need to understand where the money may move next.



Request the full report here
<[link removed]>



Best regards,



The Wealthiest Investor Team

By following the link above you're choosing to opt in to receive insightful
updates from The Wealthiest Investor plus 2 free bonus subscriptions! Your
privacy is important to us. You can unsubscribe anytime. See ourprivacy policy
<[link removed]> for details.

Request the Report Here >
<[link removed]>

 


Additional Reading from Daily Market Alerts:

Strong Buy Stocks for Monday, October 12, 2026: Five Names Riding Friday's
Analyst Upgrades

Five stocks stand out heading into Monday, October 12, 2026, each carrying a
bullish rating change issued on Friday, October 9. Stocks have held up well
despite high borrowing costs, with the S&P 500 and Nasdaq notching record highs
during the week of October 5. The 10-year Treasury yield rose to 5.28% on
October 9. On October 8, Federal Reserve Vice Chair Philip Jefferson said
officials may take more time before raising rates again, and as of October 9,
Kalshi traders priced an 80% chance of a hold at the October 27-28 meeting. The
next major test is the September Consumer Price Index, scheduled for 8:30 a.m.
Eastern on October 14, as third-quarter earnings season gets underway.

The five ideas below span commercial aerospace, market exchanges, edge cloud
services, managed care, and consumer credit cards. Editorial notes only, not
investment advice.

Boeing (BA) – Barclays Initiates at Overweight

Boeing drew a fresh Overweight initiation on Friday from Barclays, part of a
broad aerospace launch that also covered RTX, Rocket Lab, Kratos Defense, and
CAE. Boeing is one of the two dominant makers of large commercial jets. In our
view, steadier production rates and a large order backlog support a multiyear
recovery in deliveries and cash flow.

Shares traded near $190.34 during Friday's session, up about 1.38%, giving
Boeing a market capitalization near $150 billion. The stock sits closer to its
52-week low of $176.77 than its high of $254.35. The trailing price-to-earnings
multiple is 82.36.

Consensus reads strong buy, with 13 bullish ratings and one neutral among 14
tracked firms. The average price target of $274.50 implies roughly 44% upside.
BofA's Ronald Epstein reiterated Buy at $270 on September 18.

Risks: Some bulls have trimmed targets. TD Cowen's Gautam Khanna cut his
target to $240 from $250 on October 9, and Jefferies' Sheila Kahyaoglu cut to
$265 from $295 on September 21. Quality-control issues, regulatory oversight of
production, and supply-chain delays all remain factors to monitor.

Cboe Global Markets (CBOE) – Morgan Stanley Makes a Double Upgrade

Cboe was upgraded two notches, from Underweight to Overweight, on Friday by
Morgan Stanley analyst Michael Cyprys, who raised his price target to $358 from
$258. That new target is the high end of the panel. It follows a TD Cowen
upgrade to Buy on October 5. Cboe runs the largest U.S. options exchange. In
our view, record options trading and market volatility tied to rate uncertainty
support transaction revenue.

Shares traded near $306.63 during Friday's session, up about 4.27%, giving
Cboe a market capitalization near $32 billion. The 52-week range runs from
$227.15 to $371.18, the trailing price-to-earnings multiple is 23.88, and the
dividend yield is near 1%.

Consensus reads buy, with four bullish, four neutral, and one bearish rating
among nine tracked firms. The average price target of $319.78 implies roughly
4% upside, while the Morgan Stanley target implies about 17%.

Risks: Keefe, Bruyette & Woods' Chris Allen held Market Perform at $335 in
May. A drop in trading volumes, competition from rival exchanges, and
regulatory changes to options markets all remain factors to monitor.

Fastly (FSLY) – Oppenheimer Upgrades the Edge Cloud Provider

Fastly was upgraded from Perform to Outperform on Friday by Oppenheimer.
Fastly runs a content delivery and edge computing network that speeds up
websites and apps and protects them from attacks. In our view, AI applications
that need fast responses close to users are creating new demand for edge
computing.

Shares traded near $30.11 during Friday's session, up about 19.06%, giving
Fastly a market capitalization near $4.7 billion. The stock has nearly
quadrupled from its 52-week low of $7.74 and sits near its high of $34.82. The
company is not yet profitable on a trailing basis.

This is a contrarian, speculative call. Consensus reads hold, with two
bullish, four neutral, and one bearish rating among seven tracked firms. The
average price target of $27.57 sits below the current price, while the panel
high of $37 implies roughly 23% upside.

Risks: DA Davidson's Rudy Kessinger held Neutral at $23 on September 24.
Competition from Cloudflare and Akamai, customer concentration, and the stock's
large moves all remain factors to monitor.

Continue Reading →
<[link removed]>


At Daily Market Alert <[link removed]>,
our priority is delivering insightful perspectives on the financial landscape
straight to our audience.The content above is an important message from one of
our highly valued sponsors.






This email is sent on behalf of Daily Market Alert, a Behind the Markets LLC
("the Company") publication, including its managers, employees, and assigns.
The Company does not provide any guarantee or warranty regarding the accuracy
or reliability of the information advertised herein.

The Company is not affiliated with any specific security mentioned in this
email, nor does it receive compensation from any such entity

Please be advised that the Company is not registered or licensed by any
governing body in any jurisdiction to offer investment advice or
recommendations.

None of the content in this email should be construed as personalized
financial advice. Any investment decisions made based on the information
provided should be done so only after consulting with a qualified investment
advisor and conducting a thorough review of the relevant prospectus or
financial statements

You are receiving this because you signed up for the Daily Market Alert
newsletter.

Daily Market Alert is a Behind the Markets <[link removed]>
Publication.

Behind the Markets, LLC

4260 NW 1st Ave #55, Boca Raton, FL.

Unsubscribe
<[link removed]>
Terms of Use <[link removed]> Privacy Policy
<[link removed]>