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In 2026, I expect a shift from narrative-driven momentum to a regime rewarding cash flows, capex management, and ROIC. Utilities (XLU) and Industrials (XLI) are best positioned for outperformance, benefiting from rising power demand and high capex cycles.
The U.S. jobs market took a sharp turn for the worse in 2025, and it doesn't look like hiring will catch fire in the new year.
Prediction markets saw exponential growth in 2025 — and things are just getting started.
My dividend growth portfolio, launched in 2021, was initially designed as a 'Never Sell' long-term wealth builder. Life changes, including a move to Albania and new tax considerations, prompted a reassessment of my portfolio strategy. I realized prioritizing high-yield, income-focused stocks like REITs and utilities was suboptimal for younger investors seeking long-term growth.
My 2026 S&P 500 outlook is bullish, with a 9% return target driven by trend-following and continued tech sector leadership. I expect lower interest rates, Fed liquidity actions, and an improving economy to support S&P 500 gains and technology outperformance.
Yahoo Finance anchor Josh Lipton breaks down key investing themes as we head into 2026. Some of the topics covered are the economic outlook, stocks, bonds, the Federal Reserve, crypto, tariffs, and more.
The latest Global Fund Manager Survey published by the Bank of America is out. The sentiment indicator is the highest it has been since July 2021.
The Bank of Japan raised its policy rate by 0.25 percentage points to around 0.75%, a three-decade high, and signalled its readiness to continue monetary tightening if conditions are right. The yen closed the week less than 3% from July 2024's multi-decade low (161.69) vs.
Residual angst from Oracle and Broadcom's earnings underscored rising investor scrutiny within the AI complex, though sentiment improved late in the week following Micron's strong earnings and a bullish analyst update on CoreWeave. Economic results continue to support an accommodative Federal Reserve as we transition into a new year.
I am bullish on XLK (Technology), XLC (Communications), and XLE (Energy) for the remainder of this year and into next. Tech's AI-driven CapEx cycle should sustain outperformance, provided profit margins remain resilient and consumer health holds up.
As part of Yahoo Finance's exclusive coverage with executives at Apollo Global (APO), Yahoo Finance Executive Editor Brian Sozzi sits down with Apollo Global Management to discuss the Federal Reserve's rate cut decision, the rise of private credit markets, and data centers, AI, the economy, private equity, and more. Apollo Global Management is the parent company of Yahoo Finance.
CNBC's Jim Cramer breaks down the AI trade, the market rotation into consumer-facing names, the recent Oracle volatility, where the data center trade may head from here and more.
Federal Reserve Board Governor Stephen Miran discusses the role of cryptocurrency in society on 'Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #cryptocurrency #crypto #stablecoins #digitalcurrency #blockchain #economy #finance #markets #federalreserve #fed #regulation #policy #inflation #banking
CNBC's Jim Cramer on Friday explained how he thinks the data center sector can regain its footing on the market. He suggested OpenAI needs to raise cash to pay Oracle some of the $300 billion it owes the software outfit.
UnitedHealth Group (UNH), Salesforce (CRM), Procter & Gamble (PG), Nike (NKE), and Honeywell (HON) are the worst performers of the Dow Jones Industrial Average (^DJI) in 2025. Yahoo Finance Markets and Data Editor Jared Blikre examines the index's 2025 losers.
Federal Reserve Board Governor Stephen Miran unpacks the consumer price index and where inflation is headed on 'Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #cryptocurrency #crypto #stablecoins #digitalcurrency #blockchain #economy #finance #markets #federalreserve #fed #regulation #policy #inflation #banking
The market reacts, overreacts, and recovers quickly these days, and a lot of it amounts to nothing. We suggest embracing the number 13
The Nasdaq composite led another stock market rally Friday as AI stocks outperformed. Palantir and Rocket Lab scored technical breakouts.
From Micron (MU) earnings to the A.I. trade lifting the market, Sam Vadas and Tom White turn to these headlines.
Inflation cooled to 2.7%, supporting Fed easing, but shutdown-related data gaps mean the disinflation trend still lacks full confirmation. The Fed's hawkish cuts improve valuation support without encouraging excess speculation, creating supportive but disciplined liquidity conditions for 2026.