Good MorningU.S. stocks closed the year with tech still driving gains, though the Magnificent Seven produced a mixed performance—Apple rose under 12% versus the S&P 500’s 17.49% in 2025—highlighting room for rotation as investors look to 2026 winners. Markets rallied in the fourth quarter as the Federal Reserve began cutting rates, but the Fed remains divided, and traders are split on whether cuts will continue or pause.
Economic data showed the labor market holding up: weekly jobless claims fell to 199,000, signaling layoffs remain limited even as broader growth cools. At the same time, safe-haven and industrial metals—such as gold, silver, and copper—have surged, drawing attention to commodity-driven inflation risks and alternative places to allocate capital, despite some exchanges hiking margin requirements.
With the Fed’s path still uncertain, investors are watching rate decisions and employment reports closely. Stocks that benefit from lower rates, as well as defensive plays tied to commodities or financials, may fare best if cuts continue, while previously lagging mega-caps could rebound if earnings momentum returns. Featured: The next AI rotation is already underway are you positioned? (Ad) 
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Technology | |
The S&P 500 is on the verge of closing out another formidable year for investors, with the SPDR S&P 500 ETF (NYSEARCA: SPY) delivering a return of 17.22% heading into the final trading day of the year. And the year was defined by a set of powerful themes. Perhaps most notable was the mas... Read the Full Story |
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From Our Partners | | Porter Stansberry spent 30 years ignoring outside investment systems - until he met Emmet Savage in Dublin. Savage's model, built on Hamiltonian mechanics applied to equity analysis, has delivered nearly 2,000% returns over 17 years with only one losing year.
What convinced Porter wasn't the returns. It was the sell discipline - a framework that identifies the exact moment a position's energy begins to decay, signaling an exit before the decline. He calls it the most rigorous sell system he has ever seen, comparing its edge to RenTech's famed Medallion Fund. | | Watch Porter's full breakdown of Project Prophet and Emmet's system |
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Medical | |
After a year that has been anything but smooth sailing, pharmaceutical giant Novo Nordisk A/S (NYSE: NVO) is closing out 2025 on a positive note. Shares received a significant 7% boost on Dec. 23. That day, markets reacted to the U.S. Food and Drug Administration's (FDA) approval of Novo’s w... Read the Full Story |
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Technology | |
For over a decade, the semiconductor industry was defined by a rivalry between Intel (NASDAQ: INTC) and NVIDIA (NASDAQ: NVDA). One company dominated the Central Processing Unit (CPU) market that powered personal computers, while the other quietly built an empire in Graphics Processing Units (GPUs)... Read the Full Story |
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From Our Partners | | Trader Jeffry Turnmire has found a way to track institutional dark pool activity and act on it using a class of securities he calls Supercharged Tickers.
These instruments are designed to deliver double or triple-digit returns similar to options - but without the strikes, expiration dates, or time decay that trip up even experienced traders. | | See how Supercharged Tickers work and get started today |
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Auto/Tires/Trucks | |
Despite disappointing performance throughout most of 2025, shares of Rivian Automotive (NASDAQ: RIVN) are finishing the year strong. Through the Nov. 4 close, the automaker was down 6% in 2025. However, the stock has soared by 57% since then, bringing its year-to-date return to 47% through the Dec... Read the Full Story |
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Finance | |
Will they or won’t they? Stocks have moved higher in the last quarter of 2025 as the Federal Reserve started to cut interest rates. However, investors are wondering what’s next. There are arguments for cutting or for pausing, and even the Federal Reserve is divided on the next move.
T... Read the Full Story |
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From Our Partners | | Your account is not currently signed up for MarketBeat's free Monday morning stock ideas. Our team is going to be releasing an important pick on Monday morning (at 11am ET) and we want to make sure that you are able to see it. | | Add your name to the distribution list here |
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Technology | |
Advanced Micro Devices (NASDAQ: AMD) appears to be one of the most compelling AI setups for 2026, due to the company's position in the GPU market and the expected launch of its MI450 line, which has the potential to impact revenue and earnings.
AMD is planning to launch its MI450 lineup of AI ch... Read the Full Story |
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Technology | |
It’s not often that investors have heard the words Microsoft (NASDAQ: MSFT) and “market laggard” in the same sentence. But that’s the situation with MSFT stock with just a few trading sessions left in 2025. To be clear, Microsoft is up more than 15% in 2025; that’s ha... Read the Full Story |
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Retail/Wholesale | |
As the calendar turns from 2025 to 2026, investors are scanning the horizon for stability. The high-growth tech sector rallies of the past year are showing signs of fatigue, and economic forecasts for 2026 remain mixed. In environments like this, smart money often rotates into safe harbors. These ... Read the Full Story |
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Markets | |
The market of 2025 will be remembered for its extremes. While investors poured billions into technology sector giants and companies manufacturing weight-loss drugs, traditional pharmaceutical leaders were left in the cold. Nowhere is this more evident than with Pfizer Inc. (NYSE: PFE). Trading nea... Read the Full Story |
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Basic Materials | |
Despite an end-of-year fall after derivatives exchange company CME Group Inc. (NASDAQ: CME) increased its precious metals contract margin requirements, metals including gold, silver, and copper have been on an incredibly run in recent months. The pace of the rally may provoke concern among investo... Read the Full Story |
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Thursday's Early Bird Stock Of The Day Stereotaxis, Inc. designs, manufactures, and markets robotic systems, instruments, and information systems for the interventional laboratory in the United States and internationally. Its robotic magnetic navigation (RMN) systems include the Genesis RMN and Niobe systems, which enable physicians to complete complex interventional procedures by providing image-guided delivery of catheters and guidewires through the blood vessels and chambers of the heart to treatment sites. The company provides Odyssey, a real-time information solution to manage, control, record, and share procedures across networks; and Stereotaxis Imaging Model S X-ray system, a single-plane, full-power x-ray system, including c-arm, powered table, motorized boom, and monitors for a robotic interventional operating room. In addition, it offers disposables and other accessories, such as QuikCAS automated catheter advancement disposables for the remote advancement of electrophysiology catheters. Further, the company provides Vdrive, a system that offers navigation and stability for the diagnostic and therapeutic devices designed to improve interventional procedures; and V-Loop, V-Sono, and V-CAS disposable components. It markets its products through direct sales force, distributors, and sales agents. The company has a strategic collaboration with MAGiC catheter for cardiac ablation procedures. Stereotaxis, Inc. was incorporated in 1990 and is based in Saint Louis, Missouri. | | View Today's Stock Pick |
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