Good MorningEquity markets capped an up week with a down day on Friday. The S&P 500 fell more than 1%, led by a larger decline in the NASDAQ, as investors shed big tech in favor of cash. The move aligns with an ongoing sector rotation that began over the summer and points to a broadening stock rally in 2025. The broader rally will include small and midcap stocks and a wider variety of sectors.
Among the risks for investors is a growing chance for a major price correction early in 2025. The S&P 500 appears to have hit a top in December and is set up for a fall. The VIX aligns with this outlook, spiking on the Fed's announcement two weeks ago and confirming a bullish reversal last. A bullish reversal in fear is bearish for the S&P 500 and could lead the market into a 10% to 15% correction relative to the all-time high.
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Technology | | This year, everyone has been focused on one theme and one theme only: the technology sector’s role in the development and adaptation of artificial intelligence. While there have been some clear winners in the semiconductor industry as the primary supporters of this new technology, others in di... Read the Full Story |
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From Our Partners | | Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005.
Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade. | | Click here to get all three AI stock names from Alexander Green |
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Technology | |
The gaming industry is experiencing explosive growth, fueled by rapid technological advancements and soaring consumer demand. Valued at $220 billion in 2024, the gaming sector is projected to reach $260 billion by 2026. While industry titans like Sony (NYSE: SONY) and Microsoft (NASDAQ: MSFT) ofte... Read the Full Story |
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Finance | | 2025 is likely to bring a host of unknown variables into play for investors, including ongoing geopolitical controversies around the world and a rush of new policies and priorities from the U.S. government under the second administration of Donald Trump. On the one hand, defensive plays may appeal t... Read the Full Story |
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From Our Partners | | AI doesn't run on chips - it runs on natural gas. Analysts are now tracking roughly 100 gigawatts of new behind-the-meter gas generation lining up behind the AI buildout, and on June 22, one of the world's largest energy companies signed a 20-year, 2.67-gigawatt deal to power a single data-center project.
Ken Griffin has reportedly put more than a billion dollars into this corner of the market. Porter Stansberry has identified two picks-and-shovels plays in AI's power supply, plus 6 stocks to buy and 10 to sell - all detailed in a new documentary. | | Watch the documentary now to see all 16 stock positions |
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Energy | | After six months of inactivity, Warren Buffett and Berkshire Hathaway (NYSE: BRK.A) rose to the bait and bought more Occidental Petroleum (NYSE: OXY). The bait was a multi-year low share price not seen since the firm started buying common stock. The purchases in mid-December amounted to roughly 8 mi... Read the Full Story |
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Markets | |
The Federal Open Market Committee closed 2024 with its third consecutive reduction to the overnight borrowing rate, while Chair Jerome Powell suggested the pace of rate cuts is likely to slow in the coming year or more. Though the Fed lowered rates multiple times in recent months amid strong econo... Read the Full Story |
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From Our Partners | | In June 2024, a 50-year arrangement tying Saudi oil to the U.S. dollar quietly expired. Garrett Goggin, CFA, CMT - whose gold portfolio has climbed more than 1,200% over the past two years, including a 1,023% gain in G2 Goldfields - believes this is the biggest opportunity of his 31-year career.
Central banks are buying gold bullion at a pace not seen since 1950. The last time the monetary system shifted this dramatically, in 1971, gold surged from $35 to $850. Goggin has identified four specific positions for the next leg of this rally, plus two bonus opportunities for readers. | | Read the free briefing and see all four positions now |
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Technology | |
Among chip stocks, these three stand out for their ability to dominate their respective markets. Combined with the AI arms race in big tech, their leading positions set their stocks up for massive returns in 2024. That is exactly what happened, with these names returning 182%, 123%, and 97% as of ... Read the Full Story |
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Markets | |
The global economy is undergoing a profound transformation that is being driven by the rapid advancement of technologies that promise to reshape industries and redefine the way we live. Electric vehicles (EV), renewable energy systems, robotics, automation, and high-powered computing (HPC) are no ... Read the Full Story |
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Markets | |
The S&P 500 enjoyed an excellent performance trajectory throughout 2024, having returned more than 26% in the year leading to December 27. As a proxy for the broader U.S. economy, this index has demonstrated that the economic environment is strong and continuing to grow, broadly speaking. Of c... Read the Full Story |
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Technology | | MongoDB (NASDAQ: MDB) had a rough year in 2024, with shares down an excruciating 40% as of the Dec. 26 close. However, Wall Street analysts appear to see light at the end of the tunnel for this tech stock. Among 24 price targets released in December, their average indicates an upside in the stock of... Read the Full Story |
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Energy | | Whenever retail investors can get their hands on the latest set of investment flow data, they should pay attention to it. Not only to figure out who is buying what and what asset classes – or individual stocks – might come into favor in the following months but actually so that they can ... Read the Full Story |
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Monday's Early Bird Stock Of The Day Commvault Systems, Inc. provides data protection platform that helps customers to secure, defend, and recover their data in the United States and internationally. The company offers Commvault Backup and Recovery, a backup and recovery solution; Commvault Disaster Recovery, a replication and disaster recovery solution; Commvault Complete Data Protection, a data protection solution; and Metallic Data Protection as-a-service, which delivers enterprise-grade data protection as a service on a cloud platform, with advanced built-in security controls. It also provides Commvault HyperScale X, an easy-to-deploy scale-out solution; and Metallic Recovery Reserve, an easy button to adopt secure and scalable cloud storage in minutes. In addition, the company provides technology consulting, Ransomware recovery, education, and remote managed services. Further, it sells appliances that integrate the software with hardware for use in a range of business needs and use cases; and offers customer support, consulting, assessment and design, and installation services, as well as customer education and as-a-service under the Metallic brand. The company sells its products and services directly through its sales force, and indirectly through its network of distributors, value-added resellers, systems integrators, corporate resellers, and original equipment manufacturers to large enterprises, small or med-sized businesses, and government agencies. It supports customers in a range of industries, including banking, insurance and financial services, government, healthcare, pharmaceuticals and medical services, technology, legal, manufacturing, utilities, and energy. Commvault Systems, Inc. was founded in 1988 and is headquartered in Tinton Falls, New Jersey. | | View Today's Stock Pick |
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