Key Points UiPath has a huge opportunity as it looks to become an AI agent orchestration platform. GitLab's switch to a new model could be a strong growth driver for the beaten-up stock. Adobe's stock has been beaten down but it continues to demonstrate solid growth. 10 stocks we like better than UiPath › While artificial intelligence (AI) stocks have helped drive the market higher, not every AI stock has been a big winner. In fact, the market has often been quick to dub some stocks as AI losers ...

Upgrades - Argus upgraded BHP Group (BHP) to Buy from Hold with a price target of $68, citing firming prices for iron ore, copper, and coal as the global economy improves [1] Downgrades - Jefferies downgraded Mereo BioPharma (MREO) to Hold from Buy with a price target of $0.50, down from $7, due to Setrusumab missing primary endpoints in trials [2] - RBC Capital downgraded DigitalBridge (DBRG) to Sector Perform from Outperform with a price target of $16, down from $23, following SoftBank's acquisition announcement at $16 per share [3] Initiations - Stephens initiated coverage of Commvault (CVLT) with an Overweight rating and a $162 price target, highlighting its evolution in data protection and transition to Software-as-a-Service [4] - Stephens initiated coverage of Rubrik (RBRK) with an Overweight rating and a $105 price target, noting its attractive growth outlook in data protection and data security [4] - Stephens initiated coverage of Varonis (VRNS) with an Equal Weight rating and a $40 price target, emphasizing its growth potential in data security as a Software-as-a-Service platform [4] - Freedom Capital initiated coverage of Ero Copper (ERO) with a Buy rating and a $32 price target, citing its high-grade, low-cost asset portfolio in Brazil [4] - H.C. Wainwright initiated coverage of Terra Innovatum (NKLR) with a Buy rating and a $25 price target, believing its use of off-the-shelf components will reduce regulatory barriers [4]

Market Overview - US stocks experienced fluctuations as Wall Street concluded a volatile trading year with significant gains, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all losing around 0.1% in early trading [1][6] - The S&P 500 is up over 17% for the year, marking its sixth year of gains exceeding 15% in the last seven years, while the Nasdaq Composite has risen over 20% and the Dow is up over 13% [2] Economic Indicators - Initial jobless claims for the week ending December 27 fell to 199,000 from a revised 215,000, surprising economists who had expected an increase to 218,000 [7][8] - Continuing claims also decreased to 1.86 million from 1.91 million, contrary to predictions of a smaller decline to 1.90 million [9] Federal Reserve Outlook - The Federal Reserve's interest rate strategy remains a focal point, with 85% of market bets indicating that rates will remain steady in January [5][10] - The central bank's decision-making process is influenced by labor market conditions rather than inflation data, as indicated by the minutes from the December meeting [10] Commodity Market - Sugar prices are on track for their largest annual decline since 2017, dropping approximately 21% due to oversupply [12] - Other agricultural commodities like cocoa, potatoes, and rice have also seen significant price declines, with cocoa and rice futures falling by 48% and 32%, respectively [14] Currency Market - The US dollar is set to finish its weakest year since 2017, with a year-to-date drop of over 9% attributed to economic concerns and a dovish Federal Reserve outlook [15] - In contrast, the euro and pound have gained 13% and 7% respectively, marking their largest yearly gains in eight years [16]

US stocks wavered early Wednesday as Wall Street prepared to wrap up an eventful, roller-coaster trading year with sizable gains. The blue chip-heavy Dow Jones Industrial Average (^DJI), S&P 500 (^GSPC), and tech-heavy Nasdaq Composite (^IXIC) all lost around 0.1%. After three straight losing sessions that have dimmed hopes for a "Santa Claus rally," Wall Street is nevertheless ready to celebrate its gains in 2025. The benchmark S&P 500 (^GSPC) is up over 17% this year, on track for its sixth year of 15 ...

面壁智能公共事务负责人郭洁昕向记者介绍，东南亚、欧洲、南美等地的网络并没有实时性，那么断网 环境中的智能应用就会成为一个刚需。面壁智能和中科创达（300496）一起做的智能座舱场景应用，里 面内置了面壁的mini cpm的端测模型，在智驾的场景可以不联网实现智能的功能。 ...

BREAKING: Futures Fall Heading Into Final Day Of 2025 Today's Spotlight Leaderboard New Year's Sale Start your 2026 investing resolutions with 1 month of Leaderboard for $29. Free Investing Podcast Listen to IBD's podcast for new investing tips and trade ideas every week. Subscribe today! Get Market Insights on IBD Live Join IBD Live to watch and discuss the market action in real time with top market analysts. More News (© Chris Gash) Next Data Center Roadblock For Google, Microsoft, Oracle, Meta Is On Main ...

Group 1: Market Trends and Predictions - The S&P 500 closed at 6,896, up from 6,100 at the beginning of 2025, indicating a positive market trend [2] - The best-performing AI stock in 2025 was Palantir (PLTR), which saw a 139% increase, followed by Broadcom (AVGO) at 51% and Microsoft (MSFT) at 16% [2] - A survey indicated that 2026 is the earliest expected time for lower mortgage rates to make homeownership more affordable [2] Group 2: Sector Performance - In the nuclear power sector, Oklo (OKLO) gained 28%, Constellation Energy (CEG) increased by 11%, and Cameco (CCJ) rose by 23%, while NuScale Power (SMR) experienced a decline of 64% [4] - The sentiment around Trump's trade strategy was split, with opinions divided on its effectiveness [4] Group 3: Future Outlook - The next quarterly rebalance for the S&P 500 is scheduled for March 2026, with companies like Strategy (MSTR), Reddit (RDDT), and SoFi Technologies (SOFI) being considered for inclusion [5] - Potential candidates for the next Federal Reserve Chair include Kevin Hassett, Kevin Warsh, Christopher Waller, Michelle Bowman, and Rick Rieder [5]

Equity benchmark indices Sensex and Nifty jumped nearly 1 per cent on Wednesday, the final trading session of 2025, after days of range-bound trading amid sustained buying by domestic institutional investors.Photograph: Francis Mascarenhas/ReutersAfter five days of decline, the 30-share BSE Sensex jumped 545.52 points, or 0.64 per cent, to settle at 85,220.60.During the day, it surged 762.09 points, or 0.90 per cent, to 85,437.17.The 50-share NSE Nifty soared 190.75 points, or 0.74 per cent, to end at 26,12 ...

Core Insights - The year 2025 was marked by significant market events, including AI advancements, political developments, and economic shifts, which required investors to continuously reassess risks and opportunities [2][3]. Monthly Highlights - **January**: Introduction of Deepseek, a project funded by a Chinese hedge fund, which explored cost-effective methods for developing Large Language Models [4]. - **February**: Political news emerged as the Trump administration prepared for potential large-scale layoffs, impacting economic outlook and consumer spending [5]. - **March**: Quantum computing gained attention, particularly during Nvidia's first-ever quantum day at its GTC conference, legitimizing the sector [6]. - **April**: The announcement of tariffs by Trump led to market sell-offs, as concerns grew over their impact on consumers and trade demand [7]. - **May**: The bond market reacted strongly, with rising rates influencing stock performance and prompting discussions around tariff adjustments [8][9]. - **June**: A public fallout occurred between President Trump and Elon Musk, highlighting tensions over fiscal policies [10]. - **July**: Regulatory changes favored nuclear power, allowing companies to operate more freely and potentially increase profitability [11]. - **August**: President Trump's attempt to remove Fed Governor Lisa Cook raised questions about his influence over the Federal Reserve [12]. - **September**: A legal ruling determined that Google was not obligated to sell Chrome, impacting the tech landscape [12]. - **October**: The longest government shutdown in U.S. history disrupted economic reporting, leading to a reliance on corporate news for market sentiment [13]. - **November**: Michael Burry's hedge fund closure signaled shifts in investment strategies [14]. - **December**: An executive order by President Trump regarding marijuana rescheduling spurred interest in cannabis stocks, leading to a sell-the-news reaction [14].

Core Viewpoint - Several notable stocks, particularly in the AI sector, are positioned for significant growth in 2026 after underperforming in 2025, with reasonable valuations compared to industry peers. Group 1: Apple Inc. - Apple Inc. has gained only 12.12% year-to-date, lagging behind the "Mag 7" peers which averaged 25.54% [2] - Analysts predict a turnaround for Apple in 2026, with expectations of strong iPhone sales and the launch of a new Siri before April 30 [3][4] - Apple scores high on Momentum and Quality in stock rankings, indicating a favorable price trend [4] Group 2: Adobe Inc. - Adobe Inc. is down 19.77% year-to-date despite being a key player in AI, but is seeing significant growth in its AI tools [5] - Analysts at JPMorgan Chase maintain an "Overweight" rating with a price target of $520, suggesting a 46.97% upside [6] - The stock trades at 15 times forward earnings, its lowest in many years, indicating potential for recovery [6] Group 3: Palo Alto Networks Inc. - Palo Alto Networks has only increased by 4.27% year-to-date, but analysts expect it to benefit from the intersection of AI and cybersecurity in 2026 [7][8] - The stock is considered a top pick for 2026, with a consensus price target of $225.32, representing a 19.56% upside [9] - Despite its high valuation at 49 times forward earnings, analysts remain bullish on its growth potential [10] Group 4: Airbnb Inc. - Airbnb has seen a modest gain of 4.06% year-to-date, with analysts expecting improvement in 2026 due to strong first-party data and upcoming events like the Milan Olympics [11][12] - RBC Capital Markets upgraded the stock to "Outperform" with a price target of $170, indicating a 24.25% upside [12] - The stock performs poorly on Momentum, Growth, and Value but has a favorable price trend [13] Group 5: Target Corp. - Target Corp. is down 27.44% year-to-date, facing challenges from declining foot traffic and inflationary pressures [14] - The company is undergoing leadership changes and is working to reduce reliance on Chinese imports [15][16] - Target is enhancing its AI capabilities through a partnership with OpenAI, trading at just 12.76 times forward earnings, which is lower than competitors [16][17] - Analysts have a price forecast of $110, suggesting a 10.49% upside, with recent activist investment seen as a potential catalyst [17][18]