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CNBC's “Closing Bell” team discusses chip stocks and other top tech plays for 2026 with King Ip of BakerAvenue Wealth Management.

Patrick Mueller says markets are running on a "double espresso" shot, warning that a cooldown is in the cards for 2026. He still believes "tech is king," but he urges investors to diversify their portfolios, noting something like Nvidia (NVDA) not meeting earnings as a sharp catalyst to the downside.

Invesco QQQ Trust ETF faces mounting margin pressures from surging capex, stock-based compensation, and now slowing sales growth. QQQ's largest constituents now exhibit sharply decelerating nominal sales growth, reflecting the limits of scale and the shift in the index away from its mid-cap growth roots.

The global bond market is approaching a stress point driven by concentrated debt maturities and rising refinancing costs rather than a single macro shock. Japan sits at the center of this dynamic as extreme debt levels, rising yields, inflation, and a weak yen undermine its role as a stable source of global funding.

CNBC's "Power Lunch" team breaks down the top areas for the stock market in 2025.

Wall Street's investing calendar has officially changed over into 2026 as Friday marks the first full trading day of the new year. Investopedia Editor-In-Chief Caleb Silver looks ahead and outlines the market trends he will be watching closely in 2026, including some of the risks associated with US midterm elections and how labor market data will dictate the Federal Reserve's monetary policy.

Defensive stock investors are giving up on potential upside. The risk in 2026 is a slowdown in CapEx.

CNBC's "Power Lunch" team discusses what to watch in the market through 2026 with Ed Yardeni of Yardeni Research.

Markets are positioned for a soft landing, but strategists warn pent-up demand and renewed fiscal spending could push growth—and inflation—higher than expected.

CNBC's "The Exchange" team discusses markets with Barbara Doran of BD8 Capital Partners

With a 58% gain, CVS Health had its best year since 1982—and it wasn't the only strong performer.

Despite a sluggish last couple of weeks, all three major indexes finished 2025 with gains , marking their third consecutive year in the black.

CNBC's Eamon Javers reports on the latest tariff policy news, including pasta and furniture tariffs.

The Investment Committee debate the setup for stocks in 2026 and how investors should position their portfolios.

With stock prices near record levels, the easy ride they've enjoyed will be a lot tougher in 2026. Any slight disappointment is bound to cause prices to drop and volatility to spike.
In recent months, several Chinese chipmakers have announced plans to list, including Moore Threads and Biren Technology, while Beijing has increasingly encouraged domestic chip purchases and mobilized billions in public funds towards development. CNBC's Seema Mody reports the latest.

Lithium and steel outshined A.I. in 2025, at least when it comes to CNBC's exclusive Power City Indexes.

Nvidia Corporation continues to lead the AI-driven market surge, now commanding a $4.6 trillion market cap, roughly equal to the annual GDP of Germany. Equity markets remain highly sensitive to the continued health of the AI narrative, with the largest 10 stocks now comprising over 40% of market capitalization.

Elliott Investment Management on Friday told clients that Jason Genrich, who led many of the firm's technology investments, has left the hedge fund, according to two people familiar with the matter.

The year 2025 was scary good for investors.It was scary because the U.S. stock market plunged to several historic drops on worries about everything from President Donald Trump's tariffs to interest rates to a possible bubble in artificial-intelligence technology. In the end, though, it was a good year for anyone with the stomach to stick through the swings.S&P 500 index funds, which sit at the heart of many savers' 401(k) accounts, returned nearly 18% in 2025 and set a record high on Dec. 24.