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At close: December 17 at 3:51:53 PM GMT+8

Big Tech is dominating the market once again — and that's probably just fine: Morning Brief

December is shaping up to be a tale of two markets.

Yahoo Finance 19 minutes ago

GOOG

AMZN

QQQ
2 things Wall Street has wrong about Trump 2.0: M&A and inflation

Ahead of President-elect Donald Trump's return to the White House, Bank of America Securities head of US equity strategy and US quantitative strategy Savita Subramanian sits down with Market Domination Hosts Julie Hyman and Josh Lipton to talk about what the market has wrong about the Trump trade. "The market is reading the Trump trade as just really excellent for M&A. And M&A is going to be the big theme over the next few years just because now companies can engage in M&A where they were blocked in prior years, [but] I think this is wrong," Subramanian says. The strategist explains, "I think companies are going to buy other companies if there's accretion, if there's value. Being able to buy a company, that's a necessary condition for engaging in M&A, but actually unlocking value and finding accretive value, that's really what companies want to do." Another thing Subramanian says Wall Street has wrong about Trump's second term is "the idea that the Trump trade is just purely inflationary, that's also, I think, incorrect or maybe oversimplifying the issue." She outlines that, while tariffs are "potentially inflationary," tax cuts "could be actually disinflationary." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan.

Yahoo Finance Video 11 hours ago

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^DJI

^IXIC
Nasdaq, 'super-bullish' sentiment, bitcoin: Market Takeaways

While the Dow Jones Industrial Average (^DJI) closes lower for its ninth consecutive session, the Nasdaq Composite (^IXIC) continues to float around its all-time record high above 20,100. Yahoo Finance markets and data editor Jared Blikre joins Asking for a Trend to lay out the biggest market themes of today's trading session, including Bank of America's global fund managers survey which notes "super-bullish" risk sentiments from traders and bitcoin's (BTC-USD) record run above $106,000. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 12 hours ago

^DJI

^NDX

BTC-USD
Tesla stock jumps to another high as Mizuho more than doubles price target to $515

Tesla stock’s end-of-year rampage rolled on, with shares hitting another high based on optimism for Tesla's "autonomous opportunity" and a Trump-controlled executive branch.

Yahoo Finance 14 hours ago

TSLA
Commercial real estate to be 'pain point' for some banks: Strategist

The financial sector (XLF) is readying itself for an eventful 2025, with many on Wall Street expecting an uptick in dealmaking amid possible deregulations under the second Trump administration. Whalen Global Advisors Chairman Chris Whalen sits down with Seana Smith and Madison Mills on Catalysts to talk more about the financial sector. Whalen Global Advisors LLC manages several indexes tracking bank stocks and the financial sector: the WGA Bank Top 10 Index (WBXSW), WGA Bank Top 25 Index (WBXXVW), WGA Bank Top 50 Index (WBLW). "We like to focus on quality and performance. So I think for the better performers in the group, you could see more expansion, frankly. American Express (AXP) could probably flirt with six times book value next year unless we see a negative come around," Whalen tells Yahoo Finance. "But, you know, I don't see that right now. If anything, you know, we've had three quarters where the banks have moved very much." Whalen goes on to call commercial real estate one of the "only pain point[s]" for the industry, but warning: "Banks that don't have a lot of consumer or commercial exposures are going to be fine. Banks that specialize in commercial real estate or have historically specialized in multifamily in some of the blue states, some of the larger cities are going to be taking pain." To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 14 hours ago

GS

C

AXP
Investors' allocation to US stocks hits record high amid 'super-bullish sentiment': BofA survey

Increased optimism about growth in the US economy and new policies from the Trump administration have investors growing increasingly bullish on US stocks heading into 2025.

Yahoo Finance 18 hours ago

^IXIC

SPY

^DJI
Tesla, crypto miners, Hims & Hers Health: Trending Tickers

The Morning Brief team explores the latest stock recommendations from Wall Street analysts. Mizuho analysts have upgraded Tesla (TSLA) stock to Outperform from Neutral, citing potential policy shifts under the upcoming Trump administration. The firm suggests the repealing of EV tax credits by the incoming Trump administration could provide additional upside for the electric vehicle manufacturer. Piper Sandler has initiated coverage on several bitcoin (BTC-USD) miners and crypto firms, including MARA Holdings (MARA), Riot Platforms (RIOT), Hut 8 Mining (HUT), and Galaxy Digital (GLXY.TO) with an Overweight rating. Notably, Piper Sandler singled out MARA Holdings as the most compelling pure-play bitcoin mining stock. Additionally, Morgan Stanley initiated coverage on Hims & Hers Health (HIMS) with an Overweight rating and a $42 per share price target. The firm believes the company is strategically positioned to capitalize on growing personal medication market opportunities. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Angel Smith

Yahoo Finance Video 19 hours ago

MARA

HUT

BRPHF
Futures inch higher as markets await Fed decision

The Fed is widely expected to reduce interest rates by 25 basis points at its meeting. With a rate cut broadly priced in, the Fed's summary of economic projections (SEP), which includes the "dot plot" of rate projections, and comments from Chair Jerome Powell will be in focus for indications on the rate path in 2025. "The prospect of fiscal stimulus among other promised policies by U.S. President-elect Donald Trump will, in our view, force some scaling back in expected rate cuts included in dot plot projections," ING analysts said, adding they still expected a 25 basis point cut at the meeting.

Reuters 5 minutes ago

^GSPC
Is Wolfspeed Stock a Buy Now?

As of Dec. 13, Wolfspeed shares were down by more than 80% in 2024. Wolfspeed is a business in transition. In 2023, it divested itself of its RF devices arm to concentrate on silicon carbide semiconductor products.

Motley Fool 20 minutes ago

WOLF
Short-Term Loans Get Just What They Need: A Long-Term Commitment

It may be no surprise that people are eager to put off paying in full for their holiday shopping. Increasingly, there is an answer: private credit. Buy now, pay later provider Affirm last week announced a $4 billion commitment for lending from investment firm Sixth Street.

The Wall Street Journal 20 minutes ago

ARES

AFRM

OWL
BofA’s Moynihan Hints That He’s Just Getting Started 15 Years In

(Bloomberg) -- As he turned 65, Bank of America Corp.’s Brian Moynihan took the stage at a town hall meeting and sent a jolt through the crowd, saying he wants to still be CEO when the stock eclipses $100.Most Read from BloombergHow California Sees the World, and ItselfThe comment, delivered with a wry smile, turned heads not only because the share price is currently $45. It underscores how long the man on track to become the industry’s senior statesman plans to savor his status.Among the four g

Bloomberg 20 minutes ago

BAC
Up 4%, 10%, and 25% in 3 Months, These 3 Dow Jones Dividend Growth Stocks Are Buys in December

In contrast to the S&P 500 or the growth-fueled Nasdaq Composite, the Dow Jones Industrial Average is more value-focused. At the time of this writing, Microsoft (NASDAQ: MSFT), Visa (NYSE: V), and Walt Disney (NYSE: DIS) are up 4%, 10%, and 25%, respectively, in the last three months.

Motley Fool 29 minutes ago

MSFT

V

DIS
Dow Bids to Avoid Longest Losing Streak Since 1974

The Dow Jones Industrial Average is skidding, with artificial-intelligence darling Nvidia among the stocks dragging it down. Futures tracking the blue-chip index ticked up 93 points, or 0.2%, on Wednesday as it bids to snap its longest losing streak in nearly half a century. If the Dow falls today, it will have dropped 10 days straight, which would be its worst run since October 1974.

Barrons.com 31 minutes ago

^DJI

^GSPC

^TNX
Is Lucid Motors a Millionaire Maker?

Lucid Motors (NASDAQ: LCID) is basically trying to ride the coattails of Tesla (NASDAQ: TSLA). Investors who buy Lucid stock are largely betting that it can, at least to some degree, achieve similar success. While Lucid is making progress toward the goal of becoming a more competitive automaker, it's a long way off from Tesla-level success.

Motley Fool 35 minutes ago

TSLA
Stocks Bounce Back With Federal Reserve in Focus: Markets Wrap

(Bloomberg) -- Global stocks rebounded on Wednesday as investors awaited the Federal Reserve’s final policy decision of the year.Most Read from BloombergHow California Sees the World, and ItselfFuture contracts for the S&P 500 and Nasdaq 100 advanced 0.2% after both gauges retreated on Tuesday. The Stoxx 600 rose by a similar margin after declining for four straight sessions. Asian equities kept steady, snapping a three-day losing streak.Commerzbank AG gained after UniCredit SpA said it has boos

Bloomberg 41 minutes ago

^DJI

^GSPC
These Stocks Are Moving the Most Today: Tesla, Nvidia, Honda, Nissan, Micron, Heico, and More

Tesla stock falls after closing at another record high, Nvidia shares trade higher, and Honda and Nissan confirm they are exploring a merger. Micron reports quarterly earnings Wednesday.

Barrons.com 48 minutes ago

HMC

HEI-A

NVDA
Milei Says Trump Backs Argentina’s Free-Market Makeover

Javier Milei is coming off a strong first year in office after implementing painful spending cuts to bring down the world’s highest inflation rate.

The Wall Street Journal 50 minutes ago

TSLA
2024 Has Been a Year of Extremes in the Stock Market. Can It Last?

As extended as some trends have become this year, investors shouldn’t assume that they are about to revert to the mean.

The Wall Street Journal 50 minutes ago

META

PG

MSFT
Tesla Stock Has Soared. Watch This for When to Sell.

The shares have been on a stellar run since Donald Trump won the presidential election. Timing the offload isn't complicated.

Barrons.com 54 minutes ago

TSLA
S&P 500 Buyers Step in Ahead of Fed Meet Despite Narrow Breadth

(Bloomberg) -- While concern has grown in the past week that narrowing market breadth has tapped the brakes on the S&P 500 Index’s blistering rally, it turns out that stock bulls are still stepping in to snap up shares ahead of the Federal Reserve’s interest-rate decision.Most Read from BloombergHow California Sees the World, and ItselfThe index’s DVAN trend line — a proprietary divergence analysis that measures buying or selling pressure — has been on a buying streak since Election Day, with in

Bloomberg 1 hour ago

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Related News

Big Tech is dominating the market once again — and that's probably just fine: Morning Brief

2 things Wall Street has wrong about Trump 2.0: M&A and inflation

Nasdaq, 'super-bullish' sentiment, bitcoin: Market Takeaways

Tesla stock jumps to another high as Mizuho more than doubles price target to $515

Commercial real estate to be 'pain point' for some banks: Strategist

Investors' allocation to US stocks hits record high amid 'super-bullish sentiment': BofA survey

Tesla, crypto miners, Hims & Hers Health: Trending Tickers

Futures inch higher as markets await Fed decision

Is Wolfspeed Stock a Buy Now?

Short-Term Loans Get Just What They Need: A Long-Term Commitment

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Dow Bids to Avoid Longest Losing Streak Since 1974

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Stocks Bounce Back With Federal Reserve in Focus: Markets Wrap

These Stocks Are Moving the Most Today: Tesla, Nvidia, Honda, Nissan, Micron, Heico, and More

Milei Says Trump Backs Argentina’s Free-Market Makeover

2024 Has Been a Year of Extremes in the Stock Market. Can It Last?

Tesla Stock Has Soared. Watch This for When to Sell.

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