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SOXX vs. FTEC: Are Investors Better Off With a Semiconductors ETF or Broad Tech Exposure?
The Motley Fool· 2025-12-30 22:48
Expense differences, sector breadth, and risk profiles set these two leading tech ETFs apart for investors seeking tailored exposure.The iShares Semiconductor ETF (SOXX 0.13%) and the Fidelity MSCI Information Technology Index ETF (FTEC 0.32%) differ most in sector focus, cost, and historical risk, giving each a distinct role for tech-focused investors.SOXX focuses on U.S. semiconductor stocks, while FTEC tracks a broader U.S. tech index that encompasses hardware, software, and communications. For those wei ...
The bull market will keep roaring next year, expert reveals
Youtube· 2025-12-30 22:00
guest joining me right now. Morgan Stanley senior vice president and senior portfolio management director Jim Lampam. Jim, always great to have you on this program.So, can you answer that. Does the bull market keep roaring next year. >> I think so, Taylor.It would be very unusual for a market to stop when interest rates are falling, especially when interest rates are falling with the market at an all-time high. That's a very bullish signal. Generally, earnings expectations are rising. Capex plans for busine ...
Technical Tuesday: SPX, SMNEY & Crude Oil
Youtube· 2025-12-30 20:30
Welcome [music] back to the watch list. I'm Nicole Pedales. It's Tuesday, so that means it's technical Tuesday and we dive into the charts.Ben Watson is joining us. Senior manager trading derivatives coaching education, Charles Schwab. It's great to see you, Ben.I haven't seen you in a while. And I know you're looking at the S&P 500 today at some levels and some trends and things that we should be paying attention to. Please share.>> Well, I'll tell you what, Nicole. uh the S&P 500 has been uh you know the ...
Stifel Lifts Federal Realty (FRT) Target After $170M Asset Sale
Yahoo Finance· 2025-12-30 20:15
Federal Realty Investment Trust (NYSE:FRT) is included among the 14 Best Dividend Aristocrats to Invest in Heading into 2026. Stifel Lifts Federal Realty (FRT) Target After $170M Asset Sale On December 18, Stifel analyst Simon Yarmak raised the firm’s price target on Federal Realty Investment Trust (NYSE:FRT) to $109.50 from $104.50 and kept a Hold rating on the shares. The update followed Federal Realty’s announcement that it sold Pallas at Pike & Rose and Bristol Plaza for a combined $170 million. The ...
Federal Reserve: Inflation risk tilted to upside, labor market tilted to downside
Youtube· 2025-12-30 19:27
分组1 - The Federal Reserve's recent rate cut of 25 basis points was a closer call than it appeared, with some members expressing a preference for no change or a larger cut [1] - There is a debate within the Fed regarding the balance between inflation concerns and labor market conditions, with some members advocating for future cuts if inflation declines as expected [1] - The Fed acknowledges a K-shaped economy, where higher-income households are spending strongly while lower-income households are adjusting to inflation [1] 分组2 - Concerns about persistent inflation are present, with some members worried that the Fed's commitment to the 2% inflation target could be undermined [1] - The labor market is expected to continue softening but may stabilize next year with appropriate policy measures [1] - The impact of tariffs on inflation is seen as diminishing, but there are still concerns about entrenched inflation and its effects on the economy [1][2]
Why 2026 Could Be A Riskier Year For Stocks
Youtube· 2025-12-30 18:03
Joining me now, Ron Santelis, CEO and CIO of Equitable Shares. Ron, thanks so much for being here. >> Caroline, thanks for having me today.I'm h happy to be here. >> Well, happy to have you. We are nearing the finish line for 2025.How would you describe current equity market conditions right now, Ron. >> You know, I think it's really been an extraordinary time, Caroline, when you think about it, right. the the S&P has annualized about 11% since 1970, but as of today, it's it's up over 23% a year for the las ...
Citi's Scott Chronert on what will drive earnings higher in 2026
Youtube· 2025-12-30 17:18
Joining us now is Cityroup's head of US equity strategy, Scott Croner. Scott, you you guys have a pretty rosy view of of the year ahead. Does this sort of final action tell you anything.>> Hey Sarah, happy new year. I guess we can say I'm not the mystery broker, otherwise I wouldn't be on here. So that's going to be very interesting to watch.But look at what what I would say our view is that you know this this boom versus bubble discussion keeps coming up and we're in the boom phase and in our view which we ...
Why This Small Cap Mining Stock Surged 1,000%+ in 2025
Yahoo Finance· 2025-12-30 15:36
Open-pit graphite mine with haul trucks and excavators reflects Titan Mining’s surge amid EV, AI and U.S. supply chain demand. Key Points As demand for lithium-ion batteries rises, it will require more graphite, which is an integral input material. That demand has proven to be a boon for little-known Titan Mining, a zinc-first miner that is branching into graphite projects. In 2025, shares of Titan Mining have gained over 1,000% as investors speculated that the United States would reduce its reliance ...
Commercial real estate leaders expect higher expenses in 2026
Youtube· 2025-12-30 15:26
Core Insights - The commercial real estate sector is facing challenges, with leaders expressing less optimism for 2026 compared to previous years [1][2] Group 1: Market Sentiment - A survey indicates that 83% of respondents expect revenue improvements by the end of 2026, down from 88% last year [2] - Fewer respondents plan to increase spending, with 68% anticipating higher overall expenses next year [2] Group 2: Office Sector - Vacancy rates in the office sector are expected to drop below 18% as tenant demand increases, with a notable flight to quality in Class A buildings [3] - Office construction is at its lowest level in over 30 years, indicating a significant slowdown in new developments [3] Group 3: Multifamily Sector - In the multifamily sector, rents are beginning to ease due to a record level of new supply, although it has led investment sales volume since 2015 [4] - The share of multifamily in total investment volume is expected to decrease as investors diversify into other sectors like office and data centers [4] Group 4: Data Centers - Data centers are highlighted as a bright spot in the commercial real estate landscape, with demand significantly outpacing supply [5] - Nine major global markets have fully pre-leased their new construction pipeline, indicating strong demand [5] - However, data centers face challenges related to financing, grid capacity, zoning, and local politics [6] Group 5: Prop Tech and AI Integration - The integration of AI in real estate operations is becoming increasingly significant, with many companies relying on AI to inform investment decisions [7][9] - The interest in property technology (Prop Tech) is surging, reflecting the growing importance of data in commercial real estate [8]
Credo Releases 2025 Environmental, Social, and Governance (ESG) Report
Businesswire· 2025-12-30 14:00
SAN JOSE, Calif.--(BUSINESS WIRE)--Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing secure, high-speed connectivity solutions that deliver improved reliability and energy efficiency, has released its 2025 Environmental, Social, and Governance (ESG) Report. The report outlines Credo's progress across key ESG priorities and highlights how these efforts support responsible growth and long-term value creation. Credo's approach to ESG is rooted in strong oversight, a culture o ...