Core Insights - U.S. equities have historically generated returns for investors in two out of every three years, indicating a strong long-term performance trend regardless of political and central-bank influences [1] Group 1 - Historical performance of U.S. equities shows a consistent profitability for investors, achieving positive returns in approximately 66.67% of the years [1]

Core Viewpoint - Chewy reported fiscal third-quarter sales that exceeded expectations, driven by a higher retention rate in its Chewy+ subscription program [1] Group 1: Financial Performance - The sales for the fiscal third quarter rose above expectations, indicating strong demand for Chewy's products [1] - The retention rate for the Chewy+ subscription program was higher than anticipated, contributing positively to revenue growth [1]

While ChatGPT still holds the lead in total users, Gemini is growing six times faster, according to a recent report ...

Group 1 - The online used-car retailer's stock has increased nearly 50% over a 12-day winning streak [1] - The company is aiming for an all-time high in its stock price [1]

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. ...

Core Insights - Rising long-end Treasury yields are challenging to explain and may indicate potential issues for investors, according to Apollo's Torsten Slok [1] Group 1 - The increase in long-end Treasury yields could signal trouble ahead for investors [1]

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]

Core Viewpoint - President Donald Trump has indicated that the process of selecting a successor for Fed Chair Jerome Powell, whose term concludes in May, is still ongoing [1] Group 1 - The announcement highlights the uncertainty surrounding the future leadership of the Federal Reserve [1] - Jerome Powell's term as Fed Chair is set to end in May, which raises questions about monetary policy direction [1]

Core Viewpoint - The Federal Reserve is prioritizing job stability over inflation concerns, indicating a shift in focus towards employment metrics in their monetary policy decisions [1] Group 1: Employment Concerns - The Fed's recent statements suggest a heightened concern for job growth and stability, reflecting the importance of the labor market in economic recovery [1] - Recent job data shows a steady increase in employment, which may influence the Fed's future policy adjustments [1] Group 2: Inflation Outlook - Despite ongoing inflationary pressures, the Fed appears less inclined to take aggressive measures that could jeopardize job growth [1] - The central bank is monitoring inflation trends but is currently more focused on ensuring that employment levels remain robust [1]