October stock check-in: P&C gets left behind in Q3 earnings

Fears of the oncoming soft market are causing a sector rotation away from P&C.

By Henry Meiners Noah Marchese Amit Kumar

November 03, 2025

stock check in october 2025.png

The S&P 500 continued to climb in October, driven by yet another quarter of strong Big Tech earnings led by giants such as Amazon, Apple and Nvidia.

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