The highly anticipated "Santa Claus Rally" of 2025 has officially failed to materialize, leaving investors with a lump of coal as they ring in the new year. While the broader market enjoyed a year of respectable double-digit gains, the traditional seven-session window—encompassing the last five trading days of December
Yesterday marked the official commencement of the first-ever "Maximum Fair Prices" (MFPs) for ten of the most widely used drugs in the Medicare program, a direct result of the Inflation Reduction Act’s (IRA) negotiation provisions. This milestone represents a fundamental shift in the federal government’s role in drug
As the calendar turns to January 2, 2026, the semiconductor industry is no longer defined by the boom-and-bust cycles of the past. Instead, a "structural reset" has taken hold, driven by the insatiable demand for High Bandwidth Memory (HBM) required to fuel generative AI. The memory chip market, once a
As the sun rises on January 2, 2026, the global financial markets find themselves at a precarious but tantalizing crossroads. Investors are entering the new year with a "New Year, New Bull" sentiment, fueled by a resilient 2025 that saw the S&P 500 climb 18% despite a series of
As the sun rises on 2026, the aerospace and defense sector stands at the center of a global industrial renaissance. Driven by a historic $1.01 trillion U.S. defense budget and a radical shift in NATO spending priorities, the industry has transitioned from a period of supply chain recovery
As the opening bells of 2026 ring across Wall Street, the financial landscape is undergoing a profound structural shift. After two years of unprecedented dominance by mega-cap technology and artificial intelligence "builders," the market is witnessing a determined rotation into value and defensive sectors. While the S&P 500 Index
As the calendar turns to 1/2/2026, investors are finding little comfort in the traditional optimism of a new year. The final trading sessions of 2025 were marked by a sobering reality check, as a synchronized market decline effectively neutralized the long-awaited "Santa Claus Rally." While the S&P
Global markets endured a volatile run in 2025, but when the last trades closed on Dec. 31 all the major asset classes posted gains for the year, based on a set of ETFs.
The first trading session of 2026 has revealed a stark divergence in the American equity markets, setting a polarized tone for the new year. As of January 2, 2026, the tech-heavy Nasdaq Composite has surged by more than 1.3%, fueled by an insatiable investor appetite for artificial intelligence infrastructure
As the global markets open for the first full trading sessions of 2026, the geopolitical landscape in the Middle East has once again taken center stage, dictating the tempo for investors. Following a series of precision strikes by the Israel Defense Forces (IDF) against Hezbollah positions in Southern Lebanon and
As the opening bells of 2026 ring across Wall Street, Bank of America Securities has released its highly anticipated "Top 10 U.S. Stock Ideas for Q1 2026." The report, a cornerstone for institutional strategy at the start of the year, arrives at a moment of heightened market sensitivity, as
As the calendar turns to January 2, 2026, the investment landscape is undergoing a tectonic shift. After years of dominance by mega-cap technology giants, the "Great Rotation" has finally reached the small-cap sector. Investors, weary of the sky-high valuations in the S&P 500, are increasingly turning toward the S&
As the sun rises on 2026, the financial markets are shedding the "valuation fatigue" of late 2025 in favor of a robust "New Year, New Bull" sentiment. At the center of this optimism is the Vanguard S&P 500 ETF (NYSE Arca: VOO), which has officially solidified its position as
As the calendar turns to 2026, the landscape for weight-loss and diabetes medication has been fundamentally transformed. What began two years ago as a "wild west" of $1,000-a-month list prices and chronic shortages has evolved into a highly competitive, government-influenced market where affordability and accessibility have finally taken center
The S&P 500 (INDEXSP:.INX) entered the new year on a tenuous footing, grappling with a rare four-session losing streak that capped off an otherwise stellar 2025. After finishing the final trading day of the year at 6,845.50, the index is now facing its first major technical
As the calendar turns to January 2, 2026, the global financial community is laser-focused on a singular question: will the Federal Reserve provide enough monetary grease to keep the current bull market's wheels turning? Following a strategic 25-basis-point cut in December 2025, which brought the federal funds rate to a
As the opening bells of 2026 ring across Wall Street, the narrative dominating the financial landscape is no longer just about the potential of Artificial Intelligence, but the staggering physical reality of its build-out. With global hyperscalers projected to pour more than $600 billion into capital expenditures this year, the
As the calendar turned to 2026, the global financial markets were met not with the typical New Year optimism, but with a thunderous rush toward "hard assets." Gold and silver prices have surged to unprecedented levels in the opening days of January, signaling a profound shift in investor sentiment. Spot
In a bold signal that the semiconductor industry’s most volatile sector has reached a new era of stability and growth, Bernstein SocGen Group has dramatically raised its price target for Micron Technology (NASDAQ: MU) to $330. This upgrade, issued on the second day of 2026, reinforces an 'Outperform' rating
As the first trading week of 2026 unfolds, the world’s most watched electric vehicle maker, Tesla (NASDAQ: TSLA), finds itself at a defining crossroads. On January 2, 2026, the company released its fourth-quarter and full-year 2025 delivery results, confirming what many bears had feared: the automotive core of the
The first trading day of 2026 has arrived with a resounding statement from the technology sector, as a massive surge in semiconductor stocks propelled the markets to new heights. Driven by a potent mix of favorable fiscal policy and an insatiable appetite for artificial intelligence infrastructure, the "New Year Cheer"
For long-term investors, Alphabet offers unmatched scale, balance sheet strength, and optionality across artificial intelligence, cloud computing, and global digital services.
