The online used-car retailer's stock has gained nearly 50% over a 12-day winning streak, and is aiming for an all-time high. ...

Investors were bracing for the Federal Reserve's final interest-rate decision of 2025 on Wednesday, with history showing that the S&P 500 index has tended to see a modest gain on Fed days in December. ...

Enthusiasm for custom chips made by Broadcom has been sweeping Wall Street going into the company's earnings report on Thursday, and some analysts are keeping an upbeat outlook for its next few years. ...

Rising long-end Treasury yields defy easy explanation and could potentially signal trouble ahead for investors, says Apollo's Torsten Slok. ...

Core Insights - Amazon's cloud, advertising, and e-commerce sectors are projected to significantly enhance revenue and margin growth by 2026 according to TD Cowen [1] Group 1: Revenue Growth - The cloud computing segment is expected to be a major contributor to Amazon's revenue growth, driven by increasing demand for cloud services [1] - Advertising revenue is anticipated to grow as Amazon continues to expand its advertising offerings and capabilities [1] - E-commerce sales are projected to rise, benefiting from improved logistics and customer experience initiatives [1] Group 2: Margin Improvement - Enhanced operational efficiencies in the cloud and e-commerce segments are likely to lead to improved profit margins [1] - The shift towards higher-margin services, particularly in advertising, is expected to positively impact overall margins [1] - Investments in technology and infrastructure are anticipated to support margin expansion across all business units [1]

President Donald Trump on Tuesday evening said his process for picking a successor to Fed Chair Jerome Powell, whose term ends in May, isn't over. ...

Fed is more worried about jobs than inflation ...

Core Insights - Rivian is expected to showcase new self-driving technology at its upcoming Autonomy and AI Day event on Thursday [1] Company Developments - The event will focus on advancements in autonomous driving and artificial intelligence [1]

There's a much better way to collect dividends than following the "Dogs of the Dow†strategy of automatically buying stocks with the highest yields. ...

Core Insights - Stubborn inflation is expected to persist, influencing consumer behavior and spending patterns in 2026 [1] - A K-shaped recovery in consumption indicates that different sectors will experience varying levels of growth, leading to a divergence in economic performance [1] - Sectoral rotation will be a significant trend, with investors shifting their focus to industries that are likely to benefit from the prevailing economic conditions [1] Inflation - Inflation rates are projected to remain high, affecting purchasing power and consumer confidence [1] - The persistence of inflation may lead to changes in monetary policy and interest rates, impacting investment strategies [1] Consumption Patterns - The K-shaped consumption trend suggests that higher-income households will continue to spend, while lower-income households may struggle, leading to unequal recovery [1] - This divergence in spending will create opportunities in luxury goods and services, while essential goods may face challenges [1] Sectoral Rotation - Investors are likely to rotate their investments towards sectors that are expected to outperform in an inflationary environment, such as energy and commodities [1] - Technology and consumer discretionary sectors may face headwinds as consumers prioritize essential spending over discretionary items [1]