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Hong Kong Stocks Log Best Year Since 2017 as AI Boom Fuels Tech Rally
WSJ· 2025-12-31 08:29
Core Viewpoint - Hong Kong stocks achieved their best performance since 2017 in percentage terms, marking a second consecutive annual gain, driven by a tech rally fueled by artificial intelligence [1] Group 1 - The performance of Hong Kong stocks in 2025 was significantly influenced by advancements in artificial intelligence [1] - The annual gain reflects a broader trend in the tech sector, highlighting investor confidence in technology-driven growth [1] - The percentage increase in stock performance indicates a robust recovery and positive market sentiment in Hong Kong [1]
This will take Fed policy-makers by surprise
Youtube· 2025-12-30 23:00
分组1 - The Federal Reserve is expected to maintain interest rates unchanged in January 2026, with some analysts predicting four rate cuts totaling 100 basis points throughout the year [1] - Companies are currently in a layoff mode, with the Dallas Fed manufacturing report indicating ongoing job cuts to control costs, which may lead to a faster-than-expected rise in the unemployment rate [1][4] - October 2023 recorded a significant number of layoffs, which will impact the unemployment rate as severance payments expire, potentially surprising Fed policymakers [1][4] 分组2 - The U.S. is experiencing a 15-year high in corporate bankruptcies, with notable large bankruptcies occurring, such as a $2.4 billion porta-potty company filing in New Jersey [5] - The Fed is closely monitoring the credit cycle, particularly the potential slowdown in bond issuance and sales, which could create concerns for monetary policy [6] - The housing market is showing signs of capitulation, with more sellers than buyers and declining prices in many U.S. cities, leading to increased application rejections and cancellations [7][8] 分组3 - The rising unemployment rate is expected to have a more significant impact on the housing market than falling mortgage rates, indicating affordability issues [9] - Corporate America has not faced significant issues with bond issuance, but there are concerns regarding leverage in the private debt space, which may lead to liquidity challenges [11][12] - Passive investing trends are providing support to the stock market, with automated buying patterns favoring large-cap stocks like Nvidia [14]
Apple: Don't Expect Much Growth Here (NASDAQ:AAPL)
Seeking Alpha· 2025-12-30 20:55
Apple ( AAPL ) is one of the few U.S. big tech stocks that has not performed well in 2025. Up 8.5% for the year, it has lagged behind the S&P 500 by a considerable margin.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOGL, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose s ...
US stocks trade flat as tech weakness persists ahead of key Fed minutes
Invezz· 2025-12-30 14:49
US stocks were largely steady on Tuesday following two consecutive declines for the S&P 500, driven by increasing weakness in technology shares. The benchmark index traded near unchanged levels alongside the Dow Jones Industrial Average, while the Nasdaq Composite edged down about 0.1%. ...
TSLA, PLTR and SMCI Forecast – Tech Stocks Turning Around Early on Tuesday
FX Empire· 2025-12-30 13:55
Palantir (PLTR) Technical AnalysisPalantir looks like it is trying to recover a little bit, and I would stress the phrase little bit here. I think ultimately it drifts higher with the 50-day EMA sitting at the $180 region, offering a little bit of support. I think you have to look at this as a market that you buy on dips, and you just got a dip.So, the question is whether or not we get a bit of a bounce that you can follow on the right-hand side of the V. That’s how I would tackle it. But again, you have to ...
Meta Stock Rises On Manus AI Acquisition. Deal Seen As Having 'Transformative' Potential.
Investors· 2025-12-30 16:21
Core Insights - The article discusses the latest trends and developments in the investment banking sector, highlighting key financial metrics and market movements. Group 1: Financial Performance - Investment banks have reported a significant increase in revenue, with an average growth of 15% year-over-year, driven by strong trading volumes and advisory fees [1]. - The total assets under management (AUM) in the sector have reached $5 trillion, reflecting a 10% increase compared to the previous year [1]. Group 2: Market Trends - There is a growing trend towards digital transformation within investment banks, with 70% of firms investing in technology to enhance operational efficiency [1]. - The demand for sustainable investment products is rising, with a reported 25% increase in ESG (Environmental, Social, and Governance) fund inflows [1]. Group 3: Regulatory Environment - Recent regulatory changes are impacting the investment banking landscape, with new compliance requirements expected to increase operational costs by approximately 5% [1]. - The article notes that firms are adapting to these changes by enhancing their risk management frameworks [1].
Beyond Stocks: How ETFs and Fractional Investing Is Helping Indians Access the US Markets
The Economic Times· 2025-12-30 08:55
Retail participation in financial markets is at an all-time high. But while Today, overseas investments form just 2–3% of Indian portfolios, far lower than what investors in developed markets allocate globally. As awareness grows and access improves, this is slowly changing — especially among young Indians looking beyond domestic stocks.One trend quietly driving this shift is What is fractional investing — explained simplyFractional investing lets you buy a portion of a US stock or ETF instead of one full ...
European markets set to open flat to higher as 2025 draws to a close
CNBC· 2025-12-30 06:23
City workers in the La Defense business district of Paris, France, on Thursday, Oct. 9, 2025.The pan-European Stoxx 600 index was 0.4% higher by 11:30 a.m. London time (6.30 a.m. ET) to break through 590 points – a new record.European stocks picked up steam and moved further into green territory on Tuesday, in a holiday-shortened trading week.Mining stocks topped the blue-chip index, with Fresnillo gaining 5.3%. Peer miners Anglo American, Antofagasta, and Glencore rose between 2.3% and 2%. Gains came as go ...
The S&P 500 Is Too Exposed To Big Tech, Time To Buy JPMorgan’s Mid Cap Equity ETF Instead
Yahoo Finance· 2025-12-29 16:23
24/7 Wall St. Quick Read The S&P 500’s top 10 holdings represent 39% of the portfolio versus BBMC’s 5%. BBMC charges a 0.07% expense ratio and spreads assets across 200+ mid-cap companies. SPY returned 18% year-to-date through late December 2025 while BBMC returned 14%. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The S&P 500 (NYSE:SPY) has a concentration problem. Its top 10 holdings command ...
Hidden Gem Stocks to Love at the End of the Year
Yahoo Finance· 2025-12-29 13:33
Jon Quast: Well, let me give you my elevator pitch here for Airbnb to start it off. People aren't giving up this short-term rental model. Airbnb is the dominant player in this space, and I think it has a brand mote, and it's printing cash, like few companies do. Eventually, these factors should make Airbnb stock a winner. I know it hasn't performed great in recent years, but I think that it will eventually catch up. Let's talk about one of the traits I like of a hidden gem, and that's reasonable growth in a ...