Nauticus Robotics to Participate in Water Tower Research Fireside Chat on October 15, 2025

Nauticus Robotics' CEO John Gibson will participate in a Water Tower Research Fireside Chat on October 15, 2025, covering the company's autonomous underwater drone technologies, market addressability, cost savings, efficiency gains, and carbon emission reductions. The event is open to all investors and can be registered for through Water Tower Research. Nauticus Robotics develops autonomous robots for the ocean industries, with a business model including service, sales, and licensing of software to commercial and defense sectors.

The third quarter of 2025 saw a significant increase in the market capitalization of the S&P 500 (SPX), growing by 13%, more than double the pace of the preceding quarter. According to a Seeking Alpha snapshot, the index closed out 2025-Q3 with a market cap of nearly $59.32 trillion, an increase of $6.82 trillion from the $52.50 trillion reported at the end of 2025-Q2.

The growth was primarily driven by the top 10 component stocks of the S&P 500, which together accounted for over 56% of the total gain in the index's market cap. The snapshot noted that nine of these top 10 stocks have valuations in excess of $1 trillion, with only Berkshire Hathaway (BRK.B) falling below that threshold.

Nvidia (NVDA) emerged as the top performer, with its market cap rising to $4.73 trillion, representing 7.98% of the index. Microsoft (MSFT) and Apple (AAPL) also saw significant gains, with their market caps increasing to $4.00 trillion and $3.93 trillion, respectively, according to the same snapshot.

The "Magnificent Seven" — Alphabet (GOOGL), Amazon (AMZN), Apple (AAPL), Meta Platforms (META), Microsoft (MSFT), Nvidia (NVDA), and Tesla (TSLA) — now account for nearly 37% of the S&P 500's market cap, the highest share on record, according to Mar Vista Q3 commentary. This unprecedented dominance, coupled with a flood of record highs and speculative fervor, has fueled debate over whether the rally is entering bubble territory.

Mar Vista's U.S. Quality Premier strategy returned +6.41% net-of-fees in the third quarter of 2025, while the S&P 500 Index advanced 8.12% to fresh record highs, the commentary reported. The third quarter's top portfolio contributors were Apple, Alphabet, and NVIDIA, while Intuit (INTU), SAP (SAP), and Moody’s (MCO) were among the detractors.

The AI-driven enthusiasm and optimism over the Federal Reserve's dovish pivot have been key drivers of the market's performance. However, the powerful rally has stretched valuations, particularly in U.S. large-cap growth stocks, and Mar Vista's commentary suggests that the heavy concentration in the "Magnificent Seven" means the AI-fueled surge may be approaching its limits.