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More sectors, stocks need to 'carry the ball' in 2025: Strategist

The Magnificent Seven tech stocks are pulling back as US market indexes (^DJI, ^IXIC, ^GSPC) decline, contrary to Wall Street's hopes for a Santa Claus rally. What is the next phase of the AI trade and Mag Seven momentum looking like going into 2025? MDB Capital president and chief market strategist Lou Basenese sits down in-studio with Seana Smith and Madison Mills for a conversation about where he expects market momentum to broaden out in the coming new year. "The heavy concentration is the fact that if we look at the other 493 stocks in the S&P 500 (^GSPC), expectations are for their growth in earnings to accelerate significantly. So from about 4% this year to 13%," Basenese explains. "So we need other names to pick up and carry the ball in 2025. And I think we're going to see that happen. The tech sector is obviously going to have the strongest growth, but we need to see everyone else participating." Basenese goes on to comment about where bitcoin (BTC-USD), the volatility index (^VIX), and even the Federal Reserve fit into market expectations. Bernstein Private Wealth Management Senior Investment Strategist Roosevelt Bowman told Yahoo Finance earlier today that the next AI investment plays could include power and energy suppliers and semiconductor cooling technology. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 10 minutes ago

AAPL

^IXIC

META
AI trade will move to power and cooling in 2025: Strategist

Bernstein Private Wealth Management Senior Investment Strategist Roosevelt Bowman joins Wealth to discuss the AI landscape heading into 2025. Bowman expects the AI sector to "evolve" beyond its current focus on semiconductors and cloud computing. In 2025, he anticipates expansion into power infrastructure and cooling technologies, "and other parts of making sure you're able to run your models and get results from them." The power requirements for AI models are "tremendous," Bowman explains, pointing out data centers that require "real energy sources." He sees this as creating new market opportunities. However, he cautions about "too much optimism" in markets, predicting slower US growth in the coming year. Given these conditions, Bowman recommends investors adopt a "defensive stance," suggesting healthcare and consumer staples sectors as additional potential safe-havens. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Angel Smith

Yahoo Finance Video 2 hours ago

TSM

TSMWF

^DJI
Futures fall, Jeju Air crash, Jimmy Carter's legacy: 3 Things

Stock futures (ES=F, NQ=F, YM=F) are falling in Monday's pre-market — the final full trading day of 2024 — as Wall Street's hopes for a Santa Claus rally begin to sour with markets (^DJI, ^IXIC, ^GSPC) declining in the past several trading sessions. South Korean officials order inspections of all of Boeing's (BA) 737-800 aircraft following a Jeju Air (089590.KS) plane crash that killed 179 people. Former President Jimmy Carter died on Sunday at the age of 100, leaving behind a long political legacy with his administration notably contending with high inflation that saw gas prices surged and the Iranian hostage crisis. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 6 hours ago

^DJI

^GSPC

^IXIC
The Dow sinks 250 points in the final days of 2024

The Dow dropped over 250 points on Monday afternoon as lighter trading volumes were anticipated in the final days of 2024. The market experienced a wave of profit-taking, especially in the technology sector.

Quartz 17 minutes ago

^DJI
Stocks Decline, Bonds Rally With 2024 Almost Over: Markets Wrap

(Bloomberg) -- A banner year for US stocks is ending badly as a retreat in technology stocks extended a stretch of losses that began when the Federal Reserve cooled expectations for interest-rate cuts two weeks ago. Most Read from BloombergMigrant Crisis Pushed US Homelessness to Record High in 2024The S&P 500 pared declines after falling as much as 1.7% earlier. Apple Inc., Microsoft Corp. and Tesla Inc. weighed on the index. The Nasdaq 100 dropped 0.9%. Treasuries rallied, with the 10-year yie

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Equities Fall Intraday in Penultimate Session of 2024

US benchmark stock indexes retreated along with government bond yields after midday Monday in the pe

PREMIUM
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^GSPC

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Broadcom, Micron Technology, and SoundHound AI Are Falling as the Dow Sheds 250 Points

All major market indexes declined today led by the Dow Jones Industrial Average, which at one point this morning fell 600 points, although has since recouped some of those losses. The broader benchmark S&P 500 and Nasdaq Composite also dipped this morning, but had recovered some of those losses and traded less than 1% down as of 12:04 p.m. ET today. Shares of the chipmakers Broadcom (NASDAQ: AVGO) and Micron Technology (NASDAQ: MU) were both down 2.7%.

Motley Fool 1 hour ago

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The Dow Is Showing Signs of Life. Energy Stocks Are Shining.

The stock market is showing some signs of life. After falling 700 points earlier in the morning, the Dow was down just 262 points, or 0.6%, shortly before 1 p.m. ET. The Nasdaq Composite was down 0.6%, as well.

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^GSPC
US Equity Indexes Fall Along With Treasury Yields in Penultimate Session of 2024

US benchmark stock indexes retreated along with government bond yields after midday in the penultima

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Top Stock Movers Now: Boeing, MicroStrategy, EQT, and More

U.S. equities sank at midday with investors apparently looking to lock in 2024 profits ahead of tomorrow's last trading day of the year.

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BA

MSTR

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Clinton Remains Stock-Market Champ, Trump Third, Biden Ninth

A look at how the stock market performed during various presidential cycles

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S&P 500 Banks Perform Well in 2024: 5 Stocks Worth Considering

Bank stocks like GS, BK, WFC, JPM and MTB soar in 2024, driven by Fed rate cuts, booming M&A activity and economic optimism.

Zacks 3 hours ago

^GSPC

BK

WFC
US stocks fall with one trading day left in 2024

US stocks dropped Monday, with the Dow falling by more than 300 points as markets close out a record year.

CNN Business 3 hours ago

^GSPC

BA
Markets Tumble to Close a Record Year--What's Next for 2025?

Stock gains in 2024 hit records, but Monday's dip hints at cautious sentiment heading into the new year.

GuruFocus.com 3 hours ago

^GSPC
Wall Street Got a Lump of Coal. So Much for the Santa Claus Rally.

Wall Street must have been on Santa's naughty list. The major indexes were sliding again on the fourth day of the so-called Santa Claus rally window. The Dow was down 433 points, or 1%. The S&P 500 was down 1.

Barrons.com 3 hours ago

COMP

^GSPC
Aflac Stock Gains 16.1% in 6 Months: What Should Investors Do Now?

AFL's growth is driven by strong sales in both segments, product launches and the integration of digital solutions into offerings.

Zacks 3 hours ago

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^GSPC
Stock Market Holidays 2024: The New Year's Eve Trading Schedule

Take a look at this list of stock market holidays in 2024 to find out whether the market will be open on days like Labor Day, Black Friday, Christmas Eve and more.

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^GSPC
Why Lucid (LCID) Shares Are Falling Today

Shares of luxury electric car manufacturer Lucid (NASDAQ:LCID) fell 5.5% in the morning session after the major indices tumbled (Nasdaq down 1.9%, S&P 500 down 1.7%), marking a volatile ending to an otherwise good year for stocks. This marks the second straight day of broad-based declines with similar downturns (Nasdaq down 1.5%, S&P 500 down 1.1%) recorded on the previous trading day, Friday, December 27, 2024. This suggests that perhaps investors are locking in gains and positioning portfolios

StockStory 4 hours ago

^GSPC
Why Unity (U) Shares Are Plunging Today

Shares of game engine maker Unity (NYSE:U) fell 5.6% in the morning session after the major indices tumbled (Nasdaq down 1.9%, S&P 500 down 1.7%), marking a volatile ending to an otherwise good year for stocks. This marks the second straight day of broad-based declines with similar downturns (Nasdaq down 1.5%, S&P 500 down 1.1%) recorded on the previous trading day, Friday, December 27, 2024. This suggests that perhaps investors are locking in gains and positioning portfolios for 2025.

StockStory 4 hours ago

U

^GSPC
S&P 500’s 2024 Rally Shocked Forecasters Expecting It to Fizzle

(Bloomberg) -- By this time last year, the stock market’s rally had blown past even the most optimistic targets and Wall Street forecasters were convinced it couldn’t keep up the dizzying pace.Most Read from BloombergMigrant Crisis Pushed US Homelessness to Record High in 2024So as strategists at Bank of America Corp., Deutsche Bank AG, Goldman Sachs Group Inc. and other big firms sent out their calls for 2024, a consensus took shape: After surging more than 20% as artificial intelligence breakt

Bloomberg 4 hours ago

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