Stock Market News
From Christmas Treats To GPS Collars: How Americans Are Still Spending On Pets And What It Means For Pet Care Stocks In 2026
U.S. pet spending proved more resilient than many other consumer categories in 2025, even as households faced persistent affordability pressures, reinforcing the sector's defensive appeal while exposi...
Stocks poised to win if the Supreme Court strikes down tariffs
Wall Street forecasts that US stocks are poised for another year of solid gains next year but several wildcards could disrupt the bullish narrative.
The Rotation Fear Won't Last; Betting On Tech's 2026 Comeback
The S&P 500 is poised for a strong close in 2025, paving the way for new highs to be attained through 2026. I present my crystal ball price target.
If Santa Claus Should Fail To Call, Bears May Come To Broad And Wall
The Santa Claus Rally pertains to the S&P 500 Index's performance in the last five trading days of the year and the first two days in the following new year. 2023 and 2024 were negative SCR periods, b...
Tariffs hit boots, bags and more as leather prices jump — and relief could be years away
Tariffs and supply chain disruptions have pushed leather prices higher in 2025, with boots, handbags and furniture rising, some at near double-digit rates, at retail. Companies like Twisted X, Coach o...
S&P500: Benchmark Posts Record Close While Major US Indices Hold Steady in Holiday Trade
US stocks hit fresh records in pre-Christmas trade as the S&P500 and Dow Jones rise, boosted by strong GDP data and steady sentiment across major US indices.
The Economic Divide Between Big and Small Companies Is Growing
The economic fortunes of low- and high-income Americans are diverging. The same pattern is happening with companies.
Restaurants, Weed, and Other Stock Themes On Our 2026 Radar
Barron's Investor Circle reporters pick their favorite ideas for the coming year.
The AI Revolution: 3 Major Hurdles That Need To Be Overcome In 2026
The article below discusses the AI Revolution that is powering most of the gains in equities and is a key driver of current economic growth. For this theme to continue in 2026, significant progress wi...
Jobless Claims Decline by 10,000 Amid ‘No Hire, No Fire' Labor Market
There was a decline in initial claims for unemployment together with an increase in insured employment last week. Observers said this combination reflected a continuation of a “no hire, no fire” labor...
Here comes the stock market's ‘Santa Claus rally' — gift-wrapped and delivered on time
The seasonal rally typically runs through the first two trading days of the new year.
Markets hover near record levels as Wall Street prepares to close early for Christmas holiday
Wall Street was largely unchanged early Wednesday as markets hovered near record levels on a holiday-shortened trading day.The Dow Jones Industrial Average was up 0.1% as of 9:45 a.m. Eastern. The S&P...
Above The Noise: Rethinking 2025 Narratives
Investors have been told to worry if Kevin Hassett becomes Fed chair, but the market doesn't appear concerned. Many assume that the market's success hinges on the Magnificent 7 stocks, but five lagged...
2026 Federal Reserve outlook, the biggest cybersecurity risks to watch for
Market Domination Overtime anchor Josh Lipton breaks down the latest market news for December 24, 2025. The Federal Reserve is expected to have an eventful 2026, with the central bank's officials divi...
Dow and S&P 500 close at record highs
Patrick Fruzzetti, Rose Advisors Managing Director and Portfolio Manager, joins 'Closing Bell Overtime' to talk the day's record market action.
Wall Street close: S&P 500 ends at record high, Dow gains 289 points
Wall Street closed higher for a fifth consecutive session on Wednesday, with the Dow Jones Industrial Average gaining approximately 300 points to reach a fresh record high as investors welcomed weaker...
Dow, S&P 500 close at record highs in holiday-shortened trading session
Indexes have been climbing in recent days, buoyed in part by a rebound in AI-related names after last week's selloff that was triggered by concerns about inflated valuations and high capital expenditu...
How Likely Is A Big Stock Market Drop?
The probability of a 30% U.S. stock market drop in the next year is estimated at 8%, based on options market-derived methodology. Survey and pundit-based crash probabilities are notably higher, but la...
Interest rates declining favor regional banks, says Fundstrat's Tom Lee on his 2026 outlook
Tom Lee, Fundstrat, joins 'Power Lunch' to talk recent market action, the Santa Claus rally, what he is watching heading into 2026, and more.
ETF Prime: Advisors Bullish On Markets Despite Three-Year Rally
Cinthia Murphy, investment strategist at VettaFi, joined host Nate Geraci this week on ETF Prime to preview 2026 through fresh advisor survey data gathered between mid-November and late December. Murp...
Fundamentals are confirming the recent price advance in stocks, says CFRA's Sam Stovall
Sam Stovall, CFRA chief investment strategist, joins 'The Exchange' to discuss the market performance into year end.
How Trump's policy could impact markets in 2026, top 3 consumer internet stock picks
Market Catalysts anchor Ines Ferré breaks down the latest market moves for December 24, 2025. Pangaea Policy founder Terry Haines discusses fiscal and monetary policy expectations in 2026 and the outl...
2026 Market Outlook: Investors Valuation Expectations Are Far More Optimistic Than Analysts
The S&P 500 is currently trading at a historically elevated P/E, reflecting aggressive expectations for earnings growth through 2027. Consensus forecasts require 14%+ annual earnings growth in 2026 an...
For investors, the real gift from Wall Street comes one day after Christmas
For the S&P 500, Dec. 26 has historically been the most reliably positive day of the year.
Biggest market surprises in 2025, Santa Claus rally hopes, why markets could continue to rally
Yahoo Finance Executive Editor Brian Sozzi speaks with CFRA Research chief investment strategist Sam Stovall and Annandale Capital's George Seay about 2025 being a record-breaking year for markets, op...
Tech Will Deliver In 2026: AI, Quantum Computing To Propel Stocks Higher
Technology (XLK) stands out as the top sector pick for 2026, rated 8.2, driven by AI, quantum computing, and favorable monetary conditions. Materials (XLB), Communication Services (XLC), Energy (XLE),...
At least two more Fed cuts likely in 2026, says Moody's Mark Zandi
Mark Zandi, Moody's Analytics chief economist, joins 'Squawk on the Street' to discuss the latest employment data, what could be a theme for next year and much more.
2026 Set Up for Continuation Rally
In Wednesday's shortened trading day, Kevin Green examines the weekly Jobless Claims and trends in the housing sector with the release of the MBA Mortgage Application data. Stocks hit new highs this w...
Labor market is setting markets up for a good 2026, says Wharton's Jeremy Siegel
Jeremy Siegel, Wharton professor emeritus, joins 'Squawk on the Street' to discuss the latest jobs data, the Federal Reserve picture and much more.
2025 AI surprises, why investors may be 'underestimating' the strength of the economy next year
On the Morning Brief, Yahoo Finance executive editor Brian Sozzi is examining the biggest developing market stories on December 24, 2025. The US stock market will close early at 1:00 P.M.
'Santa Claus Rally' Started Early, Dawson Says
Cameron Dawson of Newedge Wealth says the "Santa Claus Rally" seemed to start earlier this year, but they don't read much into it because it's just end of the year position chasing. She is on "Bloombe...
Dow Gains Over 100 Points; US Jobless Claims Decline
U.S. stocks traded higher this morning, with the Dow Jones index gaining more than 100 points on Wednesday.
Peter Schiff Says Fed Reversal, Inflation Clash With Trump, and Silver Surge Point to a Volatile 2026
As markets move toward 2026, Peter Schiff says the Federal Reserve has quietly returned to the policies that fueled past inflation shocks, even as political leaders publicly dispute whether inflation ...
US stocks hold steady on Christmas Eve as investors watch Santa Claus rally
US stocks held steady on Christmas Eve, with the broad market opening virtually flat. The Dow edged marginally higher, while the Nasdaq Composite matched the S&P's sluggish performance in a shortened ...
US Initial Jobless Claims Fall, Continuing Claims Rise
Initial jobless claims in the US fell by 10,000 to 214,000 in the week ending Dec. 20. The median forecast called for 224,000 applications.
Deutsche Bank's Brett Ryan on the disconnect between U.S. jobs data and GDP
Brett Ryan, senior U.S. economist at Deutsche Bank, joins ‘Squawk Box' to discuss the latest jobless claims data, the state of the economy, and more.
ETF Year In Review, 2025 Edition
As of December 18, active ETF AUM in the United States sits at $1.49 trillion and will hit $1.5 trillion this year. The number of active ETFs is now more than 500 ahead of index ETFs - 2,682 to 2,174.
Notes from the Desk: Pressing Pause in 2026
Last week's central bank decisions reinforced the end of the global rate-cutting trend, a view we highlighted in a prior note. On Thursday, the Bank of Japan (BOJ) raised its benchmark interest rate b...
5 Things to Know Before the Stock Market Opens
Stock futures are little changed after yesterday's record for the S&P 500; trading ends early today for the Christmas Eve holiday; gold and silver hit records for a third straight day; shares of AI so...
5 Quiet Signals That Lurk In The 2026 Market Outlook
For 2026, the S&P 500 and its 11 SPDR sub-sectors present compelling opportunities, but investors must heed emerging risks. Key quiet signals include persistent inflation, rising Japanese bond yields,...
Jobless Claims Fell Last Week
The number of Americans who filed for new unemployment benefits declined last week, as the U.S. labor market faces heightened economic uncertainty.
Jobless claims fall again — and they're even lower than last year
Much has changed in the U.S. economy since President Trump took over from President Biden nearly one year ago, but one thing hasn't: The low level of layoffs.
Initial jobless claims come in at 214,000 for the week of December 20
CNBC's Rick Santelli reports on the latest economic data to cross the tape.
2026 Playbook: My Market Outlook Is To Bet On The Consumer And Double Down On AI
I rate the S&P 500 a 'Buy' for 2026, driven by tax provisions creating an increase in consumer tax returns, facilitating an environment similar to the Covid Stimulus Checks. Backdated tax cuts from th...
A stagflationary period lies ahead for the U.S. economy, but reacceleration will follow, economist predicts
The k-shaped consumer economy is set to persist and investors must be wary of any slowdown in AI investment affecting the broader economy, says Apollo economist.
The uptrend is still very much alive and well, says Fairlead's Katie Stockton
Katie Stockton, Fairlead Strategies founder and managing partner, joins 'Squawk Box' to discuss the latest market trends, technical indicators to watch for, 2026 outlook, and more.
2026 Market Outlook: Heading Towards Major Crossroads
The S&P 500 has delivered three consecutive years of strong gains, but now trades at historically rich forward P/E multiples. Fed interest rate cuts and a potential new Fed Chief could support higher ...
Strong GDP and Fed pressure set market tension: Claris's Lee Baker
Lee Baker, Owner & President at Claris Financial Advisors, highlights Weyerhaeuser as a value play backed by timber assets, weighs a strong GDP print against rate-cut expectations, and flags potential...
Santa rally favors tech, crypto and gold, says Fed Watch's Ben Emons
Ben Emons, Founder at FedWatch Advisors, says markets are setting up for a Santa rally, favoring tech, consumer discretionary, bitcoin, and gold, with seasonality, dip-buying psychology, and geopoliti...
Will Santa Come To Wall Street This Year?
Things are looking good for an upcoming "Santa Claus Rally" after the S&P 500 (SP500) logged its 38th record close of 2025.
It's a Wonderful Market—if You Know How to Play It
The Cboe Volatility Index's long-term average is around 19, so the present level of 14 suggests peace in markets and goodwill toward investors. At least for a month.
Stock Futures Inch Lower; Metals Extend Rally
A record-breaking run in metals continued, while stock futures posted small moves ahead of a shortened day of trading.
Expect the bull market to continue in 2026, albeit with much more volatility, says Kevin Mahn
Kevin Mahn, Hennion & Walsh Asset Management president and CIO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, 2026 outlook, and more.
Wall Street Expects a Solid 2026 for Stocks. But the 'Risks Are Growing'
It was a rollercoaster of a year on Wall Street. Most experts think the ride isn't over.
Chinese tariffs on EU dairy to help 'bleeding' domestic industry, send message abroad
China's farmers are up to their ears in milk and Beijing's decision to apply tariffs on dairy imports from the European Union is expected to give them a measure of protection as they branch out into h...
10-year Treasury yield lower as investors mull rates path following strong GDP data
The 10-year benchmark yields edged lower at the start of a shorter trading day.
Sen Elizabeth Warren is doubling down on ‘hysteria' around tariffs, Brianna Lyman says
‘Stacy on the Right' host Stacy Washington and ‘The Federalist' elections correspondent Brianna Lyman break down Sen. Elizabeth Warren, D-Mass.
The AI Bubble Is A Myth: Why I'm Concentrating Into Networking And Cooling
AI stock valuations in public markets are largely reasonable, with bubble concerns overstated versus S&P 500 multiples and underlying growth rates. Memory companies like Micron, SK Hynix, and Samsung ...
Trump's Fed Chair Pick Puts Bessent in the Crosshairs. What He Has to Lose.
Scott Bessent has offered up candidates who share his vision of lower rates and cooperation with the White House. It could all backfire.
VanEck CEO Jan Van Eck says the ‘AI bubble already popped'
VanEck CEO Jan Van Eck gives his expertise on the current state of the AI market and how companies are missing large macro trends on ‘The Claman Countdown.'
The U.S. economy continues to power through the trade and immigration shocks of 2025, defying widespread expectations of a slowdown or even a recession
The unrelenting American consumer spends through a sour mood and a cooling labor market.
Potential candidate for Fed chair says the numbers show Trump's policies are working
White House National Economic Council Director Kevin Hassett highlights President Donald Trump's economic record on ‘Kudlow.'
Conservative states see lower inflation than liberal ones nationwide, White House data shows
White House analysis finds 2025 inflation lower in conservative states at 2.5% vs 3.0% in liberal states, with energy and transportation driving the gap.
Treasury Official Joe Lavorgna talks robust Q3 GDP numbers
Joe Lavorgna, Treasury Department, joins 'Fast Money' to talk the Q3 GDP read and what it signals about the economy at large.
My Market Outlook For 2026: AI Takes A Breather While The Consumer Comes Roaring Back
I expect the S&P 500 to trade flat through 2026 as improving consumer strength offsets tech multiple compression. AI-driven tech stocks face downside risk from elevated valuations and rising Chinese c...
CNBC's Mike Santoli on market drivers in the new year
CNBC's Mike Santolli joins 'Closing Bell' to talk what is impacting the markets in 2026.
Researcher Ed Yardeni shares his case for the 'roaring 2020s'
Ed Yardeni, Yardeni Research, joins 'Closing Bell' to talk why he believes we are in a 'roaring 2020s'
Will the Santa Claus Rally Deliver This Winter—and Lift Stocks in 2026?
If Santa delivers this Christmas, investors could be cheering through 2026.
Wall Street Strategist Reveals the Sectors Poised to Lead the Stock Market in a 'Boring, Normal Year' in 2026
After three consecutive years of double-digit gains, the S&P 500 is headed for “a boring, normal year,” according to one Wall Street strategist.
'The Fed can continue to lower interest rates' next year, Bessent advisor says
US GDP (gross domestic product) rose by 4.3% in the third quarter, largely driven by consumer spending. US Treasury Department Counselor to the Secretary Joe Lavorgna joins Jennifer Schonberger to dis...
MARKET TENSION: Inflation signals clash with red-hot economy
‘The Big Money Show' panel discusses record economic growth, rising corporate profits and the market impact of artificial intelligence.
Here's what a strong GDP means for stocks
The Investment Committee debate what effect a strong GDP will have on stocks, rates and your money.
Economic Outlook: Fed Risk & Low Labor Market
William Lee and Rick Pederson discuss the U.S. economic outlook. Lee notes strong GDP productivity, a weakening labor market, and Fed policy risk.
Trump Tariffs Ended China's Monopoly on US Video Game Consoles
Millions of holiday shoppers across America are filling their baskets with pricey video game consoles, likely unaware of a seismic supply-chain shift that's done away with the familiar “Made in China”...
This is a stock pickers market, don't abandon tech, says Capital Wealth's Kevin Simpson
Kevin Simpson, Capital Wealth Planning, joins 'Closing Bell' to talk AI tailwinds, his bull case for gold, and the diverging tech picture and more.
Talk of the Tape: Road ahead for the bull market
Bryn Talkington, Requisite Capital Management, Adam Parker, Trivariate Research, and Cameron Dawson, New Edge Wealth, joins 'Closing Bell' to talk the day's market action as the market approaches clos...
Fed Chair Should Cut Rates If Market Does Well, Trump Says
President Donald Trump said in a Truth Social post that the next Federal Reserve chair should cut rates if the economy is doing well. “In the old days, when there was good news, the Market went up,” T...
All Eyes on Inflation & A.I. in 2026
The data disruption due to the government shutdown means that investors are uncertain on what data points the Fed will be factoring in and discounting according to Marta Norton of Empower. The biggest...
A Decline Is Coming, But Think 2021, Not Dot-Com
The S&P 500 is at extreme, dot-com-level overvaluations, setting up for an inevitable market decline. AI-driven capex waves are cyclical and will likely lead to a melt-up, then a significant collapse ...
A lot of fiscal tailwind coming but it's not all in one direction, says TD Cowen's Chris Krueger
Chris Krueger, TD Cowen, joins 'The Exchange' to discuss the risks ahead for tax refunds, the tax refund money that's coming and much more.
2026 set to be the 'prove it' moment for AI, says Wedbush's Dan Ives
Dan Ives, Global Head of Tech Research at Wedbush Securities, says investors continue to underestimate the scale and scope of the AI buildout. He adds that 2026 is shaping up to be a pivotal year for ...
Economy is currently supercharging the productivity story, says Jefferies' David Zervos
David Zervos, Jefferies chief market strategist, joins 'Power Lunch' to discuss the latest economic data.
Treasury yields rise on robust GDP growth
CNBC's Rick Santelli reports on news regarding bond markets.
After A 4.3% GDP Boom, Traders Bet US Economy Cools Next
The U.S. economy just delivered a blockbuster third quarter, but traders are already betting that the pace will start to cool sharply.
Wall Street's ‘fear gauge' shows investors feeling confident heading into 2026 — and overlooking some big risks
The VIX has been on a wild ride this year, but it is on track to finish 2025 at or around its lowest level since December 2024.
Jobs are harder to get and fewer are planning to buy homes or cars, says The Conference Board CEO
Steve Odland, The Conference Board CEO, joins 'The Exchange' to discuss the state of consumer confidence, the overall economy and much more.
Mergers and Acquisitions Soared This Year. 2026 Could Be Even Bigger.
Bigger deals, falling rates, and abundant private equity cash could support more M&A in 2026.
Market has to broaden from megacap tech for interest rates to fall, says Smead Capital's Bill Smead
Bill Smead, Smead Capital Management CIO, joins 'The Exchange' to discuss the state of the economy, what could help people kickstart families and much more.
Jerome Powell was right all along
If the president had gotten his way, inflation would surely be rocketing again, the economy would be overheating and the Fed would have to raise short-term rates again.
Wall Street is quiet ahead of holiday closures as markets await new U.S. economic data
Markets are flat early Tuesday in holiday-thinned trading before head of the release of new data on how the U.S. economy fared in the third quarter.Futures for the S&P 500, the Dow Jones Industrial Av...
Dow Gains 100 Points; US Durable Goods Orders Decline In October
U.S. stocks traded higher midway through trading, with the Dow Jones index gaining more than 100 points on Tuesday.
UBS Global Wealth's Alan Rechtschaffen: Tariff doomsayers were 'just wrong'
Alan Rechtschaffen, UBS Global Wealth senior portfolio manager, joins 'Money Movers' to discuss market risks heading into 2026, the U.S. Q3 GDP numbers, and more.
Daily Trader: Markets Look Past Strong Data
Tuesday brought the delayed 3Q GDP report, which showed strong growth in the U.S., but due to the government shutdown markets may be discounting the importance. Kevin Hincks takes us the key data poin...
Consumer Spending Boosts US Economic Growth As Confidence Dips
Two new sets of data show consumers are spending strongly but not feeling confident. U.S. gross domestic product climbed at a seasonal and inflation-adjusted 4.3% annual rate in the quarter running fr...
The AI Investment Boom Continues to Drive GDP Growth
There is reason to be skeptical of the third-quarter data, however.
U.S. pushes additional tariffs on Chinese chips to June 2027
The U.S. will increase tariffs on Chinese semiconductor imports in June 2027, at a rate to be determined at least a month in advance. The U.S. found that China is engaging in unfair trade practices in...
Americans say the economy is lousy, but their spending habits say the economy is pretty good. What's going on?
Tariffs, rising inflation and fewer new jobs cast a pall over the economy in 2025. Next year might be different.
Developing The 6G Infrastructure Could Be Crucial For AI In 2026
6G infrastructure is poised to become a dominant investment theme by 2026, enabling edge AI and supporting explosive growth in select satellite and network companies. Edge AI will gain prominence as c...
UK stocks muted in holiday-shortened week
UK stocks were little changed on Tuesday, as gains in healthcare were offset by losses in consumer staples, with trading subdued during a shortened three-day week leading up to Christmas.
Fed chair candidate Hassett says U.S. is way behind the curve on lowering rates
Top White House economic advisor Kevin Hassett said the Fed is not cutting rates quickly enough, even after the U.S. economy grew faster than expected in the third quarter. Hassett is considered a lea...