Here Are Monday’s Top Wall Street Analyst Research Calls: Doximity, KB Home, NVIDIA, Okta, On Holdings, Take-Two Interactive, Vail Resorts, and More

Market Overview - Futures are trading lower as the final trading week of 2025 begins, with major indices finishing modestly lower on Friday. The S&P 500 reached a new all-time high before closing at 6,929, down 0.03% [2] - The Dow Jones Industrial Average closed at 48,710, down 0.04%, and the Nasdaq finished at 21,593, down 0.09% [2] Treasury Bonds - Yields were flat to moderately lower on Friday, influenced by portfolio shuffling and light profit-taking. Strong GDP data has led to a more hawkish stance among some Federal Reserve officials, challenging expectations for aggressive interest rate cuts next year [3] - Current market pricing implies up to two rate cuts in 2026, while the median policymaker projection indicates only one. Goldman Sachs expects two more 25-basis-point reductions in 2026 [3] - The 30-year long bond closed at 4.82%, and the benchmark 10-year note was last seen at 4.13% [3] Oil and Gas - Major oil benchmarks closed lower on Friday, with Brent Crude at $60.87, down 2.2%, and West Texas Intermediate at $56.94, also down 2.2%. Concerns about a global supply glut outweighed geopolitical supply risks [4] - Natural Gas surged 3.5% to close at $4.39, attributed to cold weather, high LNG exports, and tighter storage levels, which are expected to drive winter demand upward [4] Sector Trends - The S&P 500 is on track for its third consecutive year of double-digit returns, barring any market meltdown this week. The AI/Datacenter trade remains a focal point as 2026 approaches, with expectations for more sector rotation next year [5]