Market Overview - Major stock indexes, including the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite, have seen significant year-to-date increases of 14%, 16%, and 20% respectively as of December 19 [1] - Despite historical trends of long-term growth, equities rarely advance in a straight line, indicating potential challenges ahead for investors in the new year [2] Company-Specific Insights Palantir Technologies - Palantir Technologies has a price-to-sales (P/S) ratio of nearly 127, which is considered unsustainable and indicative of a bubble [7] - The company's AI platforms, Gotham and Foundry, provide a sustainable growth rate, but the current valuation is excessively high compared to historical norms [5][6] Beyond Meat - Beyond Meat's stock has experienced volatility, including a 1,600% increase in October due to a debt-for-equity exchange, but the company's operating performance has declined, with U.S. retail sales dropping 18% year-over-year in Q3 [9][11] - The company's share count has significantly increased due to capital raises, reducing the likelihood of a short squeeze and indicating a lack of pricing power [10][11] Tesla - Tesla's sales are projected to decline by 3% in 2025, yet the stock has reached an all-time high, raising concerns about its valuation [13] - The company relies heavily on unsustainable income sources, such as automotive regulatory credits, which could impact its long-term financial health [16] Apple - Apple has a strong market position with its iPhone and growing services segment, but its valuation appears inflated with a price-to-earnings ratio of 33 for fiscal 2026 [19][21] - The company's substantial share repurchase program has masked its true operating performance, with net income growth of only 12% from fiscal 2022 to 2025 [20][21] Strategy (MSTR) - Strategy holds a significant amount of Bitcoin but has seen its stock price drop 43% year-to-date, with concerns about its operating model and reliance on issuing shares to pay dividends on preferred stock [24][26][27] - The company's outstanding share count has increased by 149% over the past three years, raising questions about its sustainability and attractiveness as an investment [27]

Group 1: Market Overview - The S&P 500 index has shown significant fluctuations, reflecting broader market trends and investor sentiment [1] - Recent performance indicates a mixed outlook, with certain sectors outperforming while others lag behind [1] Group 2: Company Analysis - Charles Schwab Corp - Charles Schwab Corp has reported a notable increase in client assets, reaching $7.5 trillion, which represents a 10% year-over-year growth [1] - The company has expanded its service offerings, enhancing its competitive position in the financial services industry [1] Group 3: Company Analysis - Coinbase Global Inc - Coinbase Global Inc has experienced a decline in trading volume, down 30% compared to the previous quarter, impacting revenue projections [1] - The company is focusing on diversifying its revenue streams beyond trading fees to stabilize its financial performance [1]

Group 1 - Apple Inc. is one of the largest tech companies globally, with a market valuation exceeding $4 trillion [2] - The company has maintained its competitive edge through the dominance of its hardware platforms, although there are emerging market concerns [2] - The Value Portfolio focuses on constructing retirement portfolios using a fact-based research strategy, which includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] Group 2 - The Retirement Forum aims to provide actionable ideas, a high-yield safe retirement portfolio, and macroeconomic outlooks to help maximize capital and income [1] - The forum includes features such as model portfolios, macro overviews, in-depth company analysis, and retirement planning information [2]

This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Wednesday. This is TheStreet’s Stock Market Today for Dec. 24, 2025. This post recaps the market day after the abbreviated holiday session. Update: 1:00 p.m ET Closing Bell The U.S. market is now closed. The market is shut early for Christmas Eve, but it still managed to hand bulls one more present ahead of the holiday: green, green, green. ...

Core Insights - The article discusses two exchange-traded funds (ETFs) that provide exposure to artificial intelligence (AI) stocks, appealing to investors who prefer not to select individual stocks [1][2][3]. ETF Overview - ETFs are investment funds that trade like stocks and typically hold a diverse range of stocks, often tracking an index or focusing on a specific theme, such as AI [2]. - The two highlighted ETFs are designed to capitalize on the growth of AI technology by investing in a broad range of AI-related companies [3]. Dan Ives Wedbush AI Revolution ETF - Launched by tech analyst Dan Ives, this ETF tracks 30 top AI stocks and is actively managed, with Ives selecting the stocks [5]. - The ETF's current price is $32.37, with a year-to-date increase of 27% since its launch in June [6][8]. - Major holdings include Nvidia, Tesla, Microsoft, Amazon, and Meta Platforms, which collectively represent about 25% of the fund [7][8]. - The fund has an expense ratio of 0.75%, which is considered high for an ETF [8]. Global X Artificial Intelligence & Technology ETF - This ETF offers a broader diversification with 86 holdings and aims to invest in companies benefiting from AI technology [9]. - The current price is $51.45, with a year-to-date increase of 31%, outperforming the S&P 500 [10][11]. - Top holdings include Alphabet, Samsung, Tesla, Advanced Micro Devices, and Apple, with approximately 70% of holdings in the information technology sector [10]. - The expense ratio for this ETF is 0.68%, also on the higher side [11]. Market Outlook - Despite concerns about a potential bubble in AI stocks, the core stocks in these ETFs are showing strong growth and reasonable valuations, with AIQ having a price-to-earnings ratio of 32 [12]. - The growth potential for AI companies remains strong as more software firms launch AI tools, indicating a favorable outlook heading into 2026 [13]. - Both ETFs are positioned to outperform the market, making them attractive options for investors looking to capitalize on the AI boom [13].

Stocks stocks closed higher on Wednesday, as the Dow Industrials and S&P 500 registered record closing highs in a broad rally during a holiday-shortened session.The blue-chip Dow rose 288.75 points, or 0.60%, to 48,731.16. The S&P 500 gained 0.3% to end at 6,932.05 points, while the Nasdaq climbed 0.2%.Indexes have been climbing in recent days, buoyed in part by a rebound in AI-related names after last week’s selloff that was triggered by concerns about inflated valuations and high capital expenditures dent ...

There is ample evidence suggesting that TSMC's growth could accelerate next year. For instance, TSMC's production capacity of the advanced 2-nanometer (nm) node that will go into production in 2026 is anticipated to double. What's more, TSMC has reportedly sold out its entire 2nm production capacity for 2026.The chips fabricated by TSMC for customers such as Nvidia (NASDAQ: NVDA), AMD , Apple , Broadcom , Qualcomm , and others, go into all the verticals of the semiconductor industry. This is why the company ...

Whales with a lot of money to spend have taken a noticeably bullish stance on Apple.Looking at options history for Apple (NASDAQ:AAPL) we detected 63 trades.If we consider the specifics of each trade, it is accurate to state that 47% of the investors opened trades with bullish expectations and 31% with bearish.From the overall spotted trades, 5 are puts, for a total amount of $389,960 and 58, calls, for a total amount of $3,004,448.What's The Price Target?Based on the trading activity, it appears that the s ...

Core Insights - The lead independent director of the sportswear retailer purchased $2.9 million in shares shortly after the stock price declined due to a disappointing forecast [1] Company Summary - The sportswear retailer's stock experienced a significant drop following a forecast that did not meet market expectations [1] - The timing of the director's share purchase suggests confidence in the company's long-term prospects despite the recent downturn [1]

Core Viewpoint - A federal judge has blocked Texas from enforcing a new age verification law for app stores, leading Apple to pause its plans in the state while monitoring the legal situation [1][3]. Group 1: Law Overview - The law, known as SB2420 or the App Store Accountability Act, aimed to require app stores to verify user ages and obtain parental consent for users under 18 to download apps or make purchases [2]. - The law also mandated that age data be shared with developers [2]. Group 2: Legal Developments - The judge's ruling, which cited First Amendment concerns, prevents the law from being enforced as it was set to take effect in January [3]. - Texas lawmakers plan to appeal the decision, indicating that the legal battle will continue [3]. Group 3: Apple's Response - In anticipation of the law, Apple had previously announced new requirements for apps in Texas, including mandatory Family Sharing for users under 18, where parental consent would be needed for downloads and purchases [4]. - Apple plans to update its Declared Age Range API to comply with age assurance laws and had intended to launch new APIs for parental consent requests upon significant app updates [5]. Group 4: Privacy Concerns - Apple has expressed objections to the law, citing privacy issues rather than concerns for children's protection, arguing that it requires the collection of sensitive personal information for app downloads [6]. - The company emphasized its commitment to online safety for children while raising concerns about user privacy [6]. Group 5: Ongoing Developer Tools - Apple announced that its developer tools for age assurance compliance will remain available for testing, including the Declared Age Range API and other related tools [7]. - The Declared Age Range API continues to be accessible worldwide across various Apple operating systems [7].