It's the talk of the market ‑' has the rapid ascent of AI technologies overly inflated stock market valuations? Ask five investors and one may get five different opinions. Still, the answer has significant bearing on how market watchers look at 2026. Recent insight from T. Rowe Price explored the topic – and how investors can chart a course through it. See more: What Do Investors Do With the November Jobs Report? Tim Murray. T. Rowe Price capital markets strategist, penned a research piece asking whether th ...

Market Sentiment - Recent market sentiment is characterized by skepticism regarding the sustainability of high AI valuations in the technology sector [1] - This skepticism is reflected in the prolonged underperformance of the S&P 500 Information Technology index, which has seen a decline [1]

Core Insights - The emergence of artificial intelligence (AI) has prompted a collaboration between tech giants Apple and Alphabet, previously rivals in the smartphone market [1][2]. Apple - Apple plans to license Alphabet's Gemini AI model for its Siri voice assistant at an annual cost of $1 billion, benefiting Alphabet as its stock price increased nearly 60% in 2025 [2]. - Apple reported record revenue of $416.2 billion for the fiscal year ending September 27, 2025, up from $391 billion the previous year, with a strong fourth quarter contributing $102.5 billion [5][6]. - The company appointed Amar Subramanya as the new head of AI strategy, indicating a commitment to enhancing its AI capabilities [7]. - Apple released the M5 chip in October, designed to support AI applications on its devices [8]. Alphabet - Alphabet has made organizational changes to improve its AI strategy, culminating in the launch of the Gemini 3 AI model in November [10]. - Google search revenue reached $56.6 billion in Q3 2025, up from $49.4 billion in 2024, driven by AI enhancements [11]. - Alphabet's AI initiatives are also supporting its self-driving car business, Waymo, which is expanding internationally [12]. Investment Comparison - The AI industry is projected to grow from $189 billion in 2023 to $4.8 trillion by 2033, indicating significant growth potential for both companies [14]. - Alphabet is considered a better investment option compared to Apple based on share price valuation, as its price-to-earnings (P/E) ratio has been lower throughout 2025 [15][17].

Core Viewpoint - Leverage Shares by Themes is expanding its offerings in the single-stock leveraged ETF market with the launch of seven new products aimed at traders seeking amplified exposure to individual equities [1]. Group 1: New Product Launches - The new ETFs will begin trading on December 18 and are designed to deliver 200% of the daily performance of their underlying stocks, making them suitable for short-term trading rather than long-term investment [2]. - The new launches cover various sectors, including technology, health care, energy, and materials, indicating a strong demand for targeted leverage on popular stocks [3]. - The lineup includes: - Leverage Shares 2X Long NIO Daily ETF (NASDAQ:NIOG) focused on Nio Inc [3] - Leverage Shares 2X Long SNAP Daily ETF (NASDAQ:SNAG) linked to Snap Inc [3] - Leverage Shares 2X Long BIDU Daily ETF (NASDAQ:BIDG) for Baidu Inc [4] - Leverage Shares 2X Long CNC Daily ETF (NASDAQ:CNCG) tracking Centene Corp [4] - Leverage Shares 2X Long KLAC Daily ETF (NASDAQ:KLAG) associated with KLA Corp [4] - Leverage Shares 2X Long PBR Daily ETF (NASDAQ:PBRG) tied to Petrobras [5] - Leverage Shares 2X Long VALE Daily ETF (NASDAQ:VALG) focused on Vale SA [5]. Group 2: Market Positioning - All seven ETFs have an expense ratio of 0.75%, which is among the lowest in the single-stock leveraged ETF category, making them cost-efficient options for sophisticated traders and active retail investors [5]. - With these new additions, Leverage Shares by Themes now offers a total of 60 single-stock daily leveraged ETFs, reflecting the increasing demand for high-conviction, short-term trading instruments [6].

WATERLOO, ON / ACCESS Newswire / December 22, 2025 / BlackBerry Limited (NYSE:BB)(TSX:BB) today confirmed that it will host an investor-focused presentation and Q&A session with members of the management team, to be streamed from the QNX booth at CES 2026 in Las Vegas. The session will discuss the key announcements from CES and how they are driving growth for QNX. ...

Hello everyone. Retail investors can't stop buying the dip and they are making money. A guy in San Francisco just proved how pervasive AI is going to be. An open door CEO, he just pulled back the curtain and revealed how big companies are becoming more efficient. We're live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help. We currently have 41,431 subscribers on this channel. My goal is to get to a million. Maybe we're going to do it in 2026, but it all starts to ...

Group 1: Market Insights - IBD Live offers real-time market action discussions with top analysts, providing valuable insights for investors [2] - The Santa Claus Rally is highlighted as a potential market phenomenon, suggesting significant market movements may occur during the holiday season [3] Group 2: Company Developments - Heico (HEI) and Howmet (HWM) are both aerospace stocks that have shown substantial gains this year, moving towards buy points following positive news including an M&A announcement [5] - Howmet's stock rose nearly 2% after announcing its acquisition of Stanley, indicating strong market interest and potential growth opportunities [5] Group 3: Stock Ratings and Performance - Heico's IBD SmartSelect Composite Rating improved from 90 to 97, reflecting enhanced performance metrics and investor confidence [6] - Heico's Relative Strength (RS) Rating also saw an increase to 78, further indicating its strong market position [10] Group 4: Sector Trends - Gold and silver miner Pan American is leading a group of 11 newcomers to stock watchlists, showcasing the growing interest in mining stocks [8] - Defense stocks are also gaining attention, with Embraer breaking out and entering a buy zone, indicating a positive trend in the defense sector [8]

I think for the near-term and near-term in this context, May being 2026, I think we should expect more M&A. And one of the reasons why I say that is because on one hand, you're seeing reasonably strong equity markets and some stability in rates. And, you know, you look at Treasury volatility, that's much lower.Rates may not be as low as some would like, but the rate volatility is lower. It sets a better platform. But I think the other sort of overarching theme here is that, you know, we have this k-shaped e ...

Alphabet agreed to buy Intersect for $4.75 billion, a deal the Google parent said would help address the near insatiable demand for energy to power the expansion of artificial intelligence https://t.co/LUKR5nR1jp ...

Key Takeaways from Hack the Track - The event aimed to empower young people to be problem solvers, not just future leaders [8] - Hack the Track was the first high school hackathon in Kentucky [4] - The hackathon featured five challenge tracks aligned with the mayor's goals: education, environment, housing accessibility, public safety, and downtown revitalization [5] - Students from 15 different schools across Kentucky participated [7] Impact and Outcomes - Students grew in confidence, grit, and compassion through the real-world opportunity [12] - AI requires human direction and collaboration; students learned to collaborate, compromise, and learn from different perspectives [13] - Technology facilitated collaboration, but students carried each other [14] - Projects focused on community impact, such as improving public safety and addressing food insecurity [15][16][17][18] Call to Action - Educators should give students problems to solve that matter [19] - City leaders should invite young technologists to the table [19] - Students should create spaces that don't exist [20] - The future is actively being built, and young people can transform communities [21]