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Microsoft
(NQ:
MSFT
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472.94
-10.68 (-2.21%)
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Updated: 4:00 PM EST, Jan 2, 2026
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The Great Rebalancing: Investors Pivot Away from Big Tech as 2026 Looms
December 29, 2025
As the final trading days of 2025 wind down, a massive tactical shift is sweeping through Wall Street. Institutional fund managers and retail investors alike are aggressively rebalancing portfolios,...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
One Fund Bought Up Henry Schein Stock Amid Record Quarterly Results and a New $200 Million Efficiency Plan
↗
December 29, 2025
An improving earnings profile, aggressive buybacks, and a renewed focus on margins might be changing how long-term investors think about this healthcare distributor.
Via
The Motley Fool
Topics
Regulatory Compliance
The Great Decoupling: Microsoft and Amazon Challenge the Nvidia Hegemony with Intel 18A Custom Silicon
December 29, 2025
As 2025 draws to a close, the artificial intelligence industry is witnessing a tectonic shift in its underlying infrastructure. For years, the "Nvidia tax"—the massive premiums paid for high-end H100...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Down 40%, This Growth Stock Could Be Set for a Recovery in 2026
↗
December 29, 2025
Oracle is transforming from a tech stalwart to a major player in infrastructure and services for high-performance computing.
Via
The Motley Fool
Topics
Artificial Intelligence
S&P 500 Tests Critical Support: Can the Bull Market Survive the Year-End Pullback?
December 29, 2025
As the sun sets on a historic 2025, the S&P 500 (NYSE:SPY) is facing a moment of technical reckoning. After reaching a breathtaking all-time high of 6,932.05 on Christmas Eve, the index has entered a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
The Silicon Soul: How Intel’s Panther Lake Is Turning the ‘AI PC’ from Hype into Hard Reality
December 29, 2025
As we close out 2025, the technology landscape has reached a definitive tipping point. What was once dismissed as a marketing buzzword—the "AI PC"—has officially become the baseline for modern...
Via
TokenRing AI
Topics
Artificial Intelligence
From Euphoria to Exhaustion: The 2025 Market Reset and the Great Reality Check
December 29, 2025
As 2025 draws to a close, the exuberant "Goldilocks" narrative that defined the start of the year has been replaced by a sobering reality check. What began as a relentless march toward record highs,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Why Q4 Earnings Season Could Be a Bullish Catalyst for S&P 500 Stocks
↗
December 29, 2025
Via
MarketBeat
Topics
Stocks
The US CHIPS Act Reality: Arizona’s Mega-Fabs Hit High-Volume Production
December 29, 2025
As of late 2025, the ambitious vision of the U.S. CHIPS and Science Act has transitioned from a legislative gamble into a tangible industrial triumph. Nowhere is this more evident than in Arizona’s...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Supply Chain
The Great Rotation: Tech Megacaps Stumble as the 'Magnificent Seven' Drag Down Major U.S. Indices in Late 2025
December 29, 2025
As the final trading days of 2025 unfold, the "AI-at-any-cost" mantra that propelled the markets for nearly three years has hit a formidable wall. A collective retreat by the tech megacaps,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
The Front Page of the AI Internet: Why Wall Street is Betting Big on Reddit for 2026
December 29, 2025
As 2025 draws to a close, the financial narrative surrounding social media has undergone a radical transformation. No longer viewed simply as a collection of niche forums, Reddit (NYSE: RDDT) has...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Micron’s AI Supercycle: Record $13.6B Revenue Fueled by HBM4 Dominance
December 29, 2025
The artificial intelligence revolution has officially entered its next phase, moving beyond the processors themselves to the high-performance memory that feeds them. On December 17, 2025, Micron...
Via
TokenRing AI
Topics
Artificial Intelligence
Earnings
Economy
Intel Reclaims the Silicon Throne: 18A Process Node Enters High-Volume Manufacturing
December 29, 2025
Intel Corporation (NASDAQ: INTC) has officially announced that its pioneering 18A (1.8nm-class) process node has entered High-Volume Manufacturing (HVM) as of late December 2025. This milestone marks...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The Great Tech Pivot: Investors Secure Gains as S&P 500 Retreats from Record Peaks
December 29, 2025
As the final trading days of 2025 unfold, a wave of profit-taking has swept through the technology sector, pulling the S&P 500 back from historic highs reached just before the holiday break. After a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tech Titans Stumble: Nvidia and Tesla Lead Year-End Market Slide as 2025 Draws to a Close
December 29, 2025
The final trading week of 2025 opened on a somber note for Wall Street as a sharp retreat in high-flying technology stocks pulled major indices into the red. On Monday, December 29, 2025, the market’s...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
1 Unstoppable Stock That Could Join Nvidia, Alphabet, Apple, and Microsoft in the $3 Trillion Club in 2026
↗
December 29, 2025
Amazon is making a habit of beating Wall Street's expectations, so its stock might be undervalued right now.
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
2 Growth ETFs to Buy With $1,000 and Hold Forever
↗
December 29, 2025
These have both outperformed the S&P 500 over time.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
The Quadruple Crown: Wall Street Sets Sights on a Historic Fourth Year of Gains for 2026
December 29, 2025
As the final trading days of 2025 draw to a close, the financial world is shifting its gaze toward a milestone rarely seen in market history: a fourth consecutive year of gains for U.S. equities. With...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Immigration
The Great Silicon Rebalance: How 2026 Will Define the Next Decade of Semiconductor Dominance
December 29, 2025
As 2025 draws to a close, the global semiconductor industry stands at the precipice of its most significant structural shift since the invention of the integrated circuit. The frantic "AI gold rush" of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tech Fatigue: Nasdaq 100 Stumbles as 2025 Draws to a Close
December 29, 2025
As the final trading days of 2025 wind down, the tech-heavy Nasdaq 100 (Nasdaq: ^NDX) is showing uncharacteristic signs of exhaustion. After a year defined by the relentless expansion of artificial...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Apple Is Likely to Return to Double-Digit Revenue Growth in Fiscal 2026 -- and the Stock Looks Like a Buy
↗
December 29, 2025
Apple's latest holiday-quarter outlook points to a return to faster growth, helped by iPhone and Services.
Via
The Motley Fool
Topics
Earnings
S&P 500 Hits Resistance Near 7,000: Technical Analysis Reveals Key Floors as Record-Breaking 2025 Winds Down
December 29, 2025
As the final trading days of 2025 unfold, the S&P 500 is showing signs of a tactical "breather" after a historic year that saw the index surge nearly 20%. After touching an all-time intraday high of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great Rebalancing: Tech’s Crown Slips as Investors Pivot for 2026
December 29, 2025
As the final trading days of 2025 draw to a close, a profound shift is recalibrating the landscape of Wall Street. The "Magnificent 7" dominance that defined the market for nearly three years is facing...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Backbone of the Million-GPU Cluster: Broadcom’s Dominance in the 2026 AI Networking Supercycle
December 29, 2025
As the calendar turns toward 2026, the semiconductor industry is no longer just a story of processing power; it has become a story of connectivity. Broadcom Inc. (NASDAQ: AVGO) has emerged as the...
Via
MarketMinute
Topics
Artificial Intelligence
Intellectual Property
Supply Chain
From Hype to Hard Assets: The 2026 AI Infrastructure Pivot and the New Market 'Base Case'
December 29, 2025
As the calendar turns to 2026, the artificial intelligence (AI) narrative in the United States stock market has undergone a fundamental transformation. What began in 2023 as a speculative frenzy has...
Via
MarketMinute
Topics
Artificial Intelligence
Why I Will Never Sell This Growth ETF in My Retirement Account
↗
December 29, 2025
This growth ETF can take your investment portfolio to new heights.
Via
The Motley Fool
Topics
ETFs
Retirement
The $5 Trillion Threshold: Is Nvidia’s Year-End Cooling a Healthy Correction or an AI Peak?
December 29, 2025
As the curtain closes on 2025, NVIDIA (NASDAQ: NVDA) finds itself at a familiar yet intensified crossroads. After a year that saw the company briefly touch a historic $5 trillion market capitalization,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Could These 3 "Recession-Proof" Dividend Stocks Surge 100% by 2031?
↗
December 29, 2025
All three are buys, but for different reasons.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Intellectual Property
The Palantir Ascendancy: How the ‘AI Operating System’ Conquered the Enterprise in 2025
December 29, 2025
As the final trading days of 2025 draw to a close, the financial world is reflecting on a year defined by the "Great AI Decoupling"—a period where the market finally distinguished between companies...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
AppLovin’s Ascent Stalls: Shares Slip Below Key $700 Support as 2025 Tech Rally Cools
December 29, 2025
The meteoric rise of AppLovin (NASDAQ:APP) faced its most significant technical challenge of the year today as shares slipped below the psychologically critical $700 threshold. On December 29, 2025,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
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