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The blunt truth on Nvidia, the 'Magnificent 7,' and markets

With great promise, comes great expectations — sometimes too lofty of expectations.

Yahoo Finance yesterday

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Mortgage rates could fall to 5.8% by year's end: Serhant agent

Serhant Team Lead and Licensed Real Estate Agent Sean McPeak joins Wealth to discuss the housing market and share advice for home shoppers. McPeak forecasts mortgage rates dropping below 6% in the coming year, with the 30-year fixed rate likely reaching 5.8%. He notes that this decrease depends on the Federal Reserve continuing its interest rate-cutting cycle and proper market risk pricing. "Better conditions for buyers" are emerging across the market, McPeak explains, with cooling prices in various states and increasing inventory in urban and mid-country regions. "I do think conditions have improved; however, in markets like New York City, where there is a lot of regulation and a very high cost of labor, we are seeing less supply come into the market, which is also kind of keeping prices propped up." For prospective homebuyers, McPeak recommends targeting properties that have been listed for extended periods and limiting house tours to six per day, noting that "after a long day of shopping for houses, it all kinds of blends together." He also suggests maintaining a reference file for preferred properties. 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 yesterday

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QQQ, SCHG, SCHD: 3 Great ETFs to Start Investing in 2025

Looking to get started on your investing journey in 2025? Exchange-traded funds (ETFs) are a great place to start, as they offer diversified exposure to a wide group of the market’s best stocks in one simple, convenient instrument. Here are three of the best ETFs to consider as you set out on your path as an investor – the Schwab U.S. Large-Cap Growth ETF (SCHG), the Schwab U.S. Dividend Equity ETF (SCHD), and the Invesco QQQ Trust (QQQ). All three offer diversified exposure to great stocks, var

TipRanks 2 days ago

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Nvidia isn't in this portfolio manager's top picks, but cash is

US stocks (^DJI, ^GSPC, ^IXIC) are off to a volatile start in 2025. Niles Investment Management founder and portfolio manager Daniel Niles joins Seana Smith and Madison Mills to share his five top investment picks for 2025: cash, Cisco (CSCO), KBWB Bank ETF (KBWB), S&P Midcap Value ETF (IJJ), and Adtran (ADTN). Niles explains why Nvidia (NVDA), investors' artificial intelligence (AI) darling, is not on his list. He says that "Nvidia has been a big beneficiary" of "really strong AI spending on infrastructure over the last two years," but he expects "a pause or digestion phase in AI spending as you get into 2025." Niles says investors should focus on sectors that benefit from the incoming Trump administration's policy priorities, specifically deregulation and tax cuts. He says Trump's expected policies will benefit "more of the small and the mid-cap type of names," especially as the Federal Reserve may be more hawkish. "The last time I picked cash as a top-five pick was in 2022 as the S&P went down 19%, and you got pummeled on bonds as well because, remember, inflation was going up," Niles explains. "If everything goes right [in the S&P 500], it's up 10%, but the downside is down 20[%] to 30[%] because multiples compress because inflation comes in higher than what we're thinking, and the Fed doesn't cut, in fact, pauses or raises then yes, obviously, you know cash is in there for a reason." To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan.

Yahoo Finance Video 3 days ago

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Energy stocks take 'early lead' in 2025 as natural gas shines

Energy stocks started the new year with a bang as January proves to be a robust month for oil and gas.

Yahoo Finance 3 days ago

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Carter Funeral Suspends Stock Market; What to Expect Friday

Expectations are for 155K jobs to have been filled in December, with an Unemployment Rate holding steady at +4.2%.

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'Drill, baby, drill' should allow US to 'keep a lid' on oil prices

Oil (CL=F, BZ=F) prices are decreasing, with Exxon Mobil (XOM) and Shell (SHEL) shares ticking down as they respectively cite narrowing refining margins and slowing natural gas (NG=F) sales. On Market Domination, Tortoise senior portfolio manager and managing director Rob Thummel discusses the valuation of top energy companies while addressing the mantra behind Republican leaders and President-elect Donald Trump's stance on US oil, better known as "Drill, baby, drill." "We have a significant amount of reserves across the US. And so what? Drill, baby drill means to me is that when we need it, we'll be able to drill more and produce more," Thummel explains. "But the goal will be to keep inflation moderated, and keep oil and natural gas prices at moderate levels so that they just don't get out of control." Thummel also highlights that geopolitical tensions between the US and Iran under a Trump 2.0 administration could put a further strain on oil pricing: “If you sanction Iran then and actually apply the sanctions, you're going to have a basically less oil supply because the result will be lower exports of crude oil from Iran — which basically takes supply off of the market." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch

Yahoo Finance Video 4 days ago

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Constellation Energy nearing $30B deal with Calpine: BBG

Energy company Constellation Energy (CEG) nears a deal worth $30 billion with major electricity generator Calpine, according to Bloomberg. Market Domination hosts Julie Hyman and Josh Lipton review what could be a major play in the energy sector. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 4 days ago

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Nvidia, bitcoin, energy sector: Market takeaways

Yahoo Finance Markets and Data Editor Jared Blikre joins Asking for a Trend to review takeaways from the trading day, including Nvidia's (NVDA) pullback, bitcoin's (BTC-USD) fall from $100,000, and the energy sector's (XLE) gains. 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 Naomi Buchanan.

Yahoo Finance Video 5 days ago

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CBRE transaction data points to CRE recovery after 2-Year slump

CBRE Group (CBRE) reported the first increase in real estate transaction volume in over two years during the third quarter of 2024. Janus Henderson Investors portfolio manager of global real estate Gregory Kuhl joins Catalysts to analyze the implications of this transaction data for the broader commercial real estate sector. According to Kuhl, transaction data reveals a sharp decline throughout 2022 and 2023, followed by a recovery in 2024. He explains that higher interest rates necessitated a commercial real estate market revaluation, stating, "That basically has taken place over the last 2 years." With buyers and sellers now reaching consensus on price levels conducive to transactions, Kuhl anticipates further improvement in the first quarter of 2025. For a full analysis of how Kuhl believes interest rates will influence commercial real estate sector performance in 2025, viewers can watch the full video above. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith

Yahoo Finance Video 5 days ago

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Buffalo, NY leads top 5 housing markets in 2025: Zillow

Zillow (Z, ZG) has unveiled its predictions for the top five housing markets in 2025, with Buffalo, New York securing the leading position. Indianapolis, Indiana takes second place, followed by Providence, Rhode Island in third. Hartford, Connecticut and Philadelphia, Pennsylvania complete the rankings. Wealth host Brad Smith examines Zillow's hot market criteria and what these predictions signal for the broader housing market. 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 6 days ago

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Housing stalemate: Do sellers have to lower their expectations?

Redfin chief economist Daryl Fairweather joins Asking for a Trend to explain that while an increase in available home listings appears helpful to prospective homebuyers, these homes may be sitting on the market longer due to overpricing and various other realty obstacles. Fairweather discusses the "stalemate" situation where homeowners feel hesitant to lower their asking prices because they’re holding onto low mortgage rates. "A lot of homeowners record low mortgage rates, and they're not really willing to budge on price because they feel like it's not worth it for them to sell and then have to buy again if they're not getting a high enough price on the home that they currently have," Fairweather explains. Fairweather says the stalemate is going to have to "resolve somehow," mentioning homeowners lowering their price or delisting as possible answers. She goes on to comment on the trajectory of mortgage rates in the latter half of 2025, believing they will "stay flat" while exhibiting volatility that is to be expected. 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 Josh Lynch

Yahoo Finance Video 6 days ago

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Biden’s oil, gas offshore drilling ban faces a Trump reversal

President Biden’s offshore oil (CL=F, BZ=F) and gas (NG=F) drilling ban challenges President-elect Donald Trump’s energy agenda. Now, a reversal could take years, Clear Street Senior Research Analyst Tim Moore tells Market Domination hosts Julie Hyman and Josh Lipton. After seeing the sector underperform, Moore says oil and gas stocks are expected to surge in 2025 due to regulatory easing under a second Trump administration. "They [the Trump administration will] remove a lot of red tape. We expect that will... bring out some new drilling projects on lands," Moore explains. "And we also want to emphasize the Trump administration has come out with rhetoric and statements that... they want to secure energy. They want the US to be the leader in production and development of oil and gas in the whole world." Moore also highlights solar energy as a key growth area, with a company like Sunrun (RUN) as a top pick for him. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch

Yahoo Finance Video 6 days ago

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2025 is a 'big year for nuclear': Why Vistra and Talen are top picks

Constellation Energy (CEG) is in focus after the company secured a $1 billion government contract to supply power to numerous governement agencies. The record-setting deal comes as Big Tech companies turn to nuclear energy to power artificial intelligence (AI) data centers. Jefferies managing director of US power, utilities, and clean energy research Paul Zimbardo joins Catalysts with Seana Smith and Madison Mills to discuss his outlook for the nuclear energy space in 2025. "I think 2025 is going to be a big year for nuclear, both [for] existing nuclear as well as new nuclear," Zimbardo says, explaining, "And it comes back to a topic that we've been following closely. It's just the power demand from data centers, and AI is accelerating." The analyst says related stocks still have room to run, with Vistra (VST) and Talen Energy (TLN) as his top picks. While there may be some concerns among investors that President-elect Donald Trump's policies could be negative for nuclear energy, Zimbardo notes the nuclear shift comes from the necessity for more power for AI data centers. "There's no real options besides the existing nuclear plant. If you want to add your data centers in the next five to seven years." Zimbardo expects hyperscalers like Microsoft (MSFT), Alphabet (GOOG, GOOGL), Amazon (AMZN), and Meta Platforms (META) to continue to acquire nuclear power as well as "all of the players in large size as well." Catch Yahoo Finance's full interview with Goldman Sachs' Carly Davenport on the role regulated utilities will have in building out the energy infrastructure for AI data centers. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan.

Yahoo Finance Video 7 days ago

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Commodity ETF (USCI) Hits New 52-Week High

This Commodity ETF hits a new 52-week high. Are more gains in store for this ETF?

Zacks 7 days ago

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Biden releases hydrogen tax credit. Nuclear energy stocks rise.

A number of nuclear energy providers and generators — including Oklo (OKLO), NuScale Power (SMR), and Nano Nuclear Energy (NNE) — are seeing their shares take off after the Biden administration eased their tax credit rules for clean hydrogen producers. Market Domination's Josh Lipton and Josh Schafer weigh in on this news as many nuclear and clean energy companies are positioning themselves to build out the next phase of the AI revolution. Catch Yahoo Finance's full interview with Goldman Sachs' Carly Davenport on the role regulated utilities will have in building out the energy infrastructure for AI data centers. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 9 days ago

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Regulated utilities positioned to drive AI infrastructure expansion

Vistra (VST) and Constellation Energy (CEG) saw massive gains in 2024 as the next phase of the so-called AI Revolution looks to build out the infrastructure for data centers, starting with an energy grid capable of supplying and powering them. "As we think about this theme, there's so much investment that's going to be needed to prepare a system that hasn't seen power demand growth in over a decade, to be able to actually connect all of these facilities to the grid," Carly Davenport, Goldman Sachs Vice President in Global Investment Research covering US utilities (XLU), tells Madison Mills on Catalysts. "So we think the regulated utilities are very well positioned to do that, and we think it's going to drive an expansion in their capital investment." Davenport also speaks about investment opportunities seen in NextEra Energy (NEE) and the potential for nuclear energy to power the AI infrastructure set up by President Biden's Inflation Reduction Act (IRA). 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 9 days ago

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Expect another 'sluggish' housing market in 2025: Broker's advice

Challenge conditions for the US housing market could be staying around longer than expected in 2025. Sotheby's International Realty Global Real Estate Advisor Jenna Stauffer appears on Wealth with Brad Smith to provide tips for homebuyers attempting to navigate a sluggish market. Stauffer notes that the housing market saw affordability and inventory constraints, which she believes will stick around this year and lead to downward pressure on home prices. Her advice for home buyers is to stay persistent, noting sellers are still pricing homes based on past market conditions. "There are some sellers that still have priced their homes according to, maybe, prices we were seeing more back in 2022," Stauffer explains. "And now they're going to have to adjust their expectations. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Josh Lynch

Yahoo Finance Video 10 days ago

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Mortgage rates tick up for third straight week, flirting with 7%

Mortgage rates ticked up from the week prior with the 30-year fixed-rate mortgage rising from 6.85% to 6.91%. This marks the third straight week of gains for rates, as reported by Freddie Mac. Yahoo Finance senior housing reporter Claire Boston joins Brad Smith on Wealth to discuss what rates reaching 7% could signal for US housing market demand. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 11 days ago

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Fannie Mae and Freddie Mac could go private, Bill Ackman says

Fannie Mae (FNMA) and Freddie Mac (FMCC) — the Federal National Mortgage Association and Federal Home Loan Mortgage Corporation, respectively — are trading higher after billionaire activist investor Bill Ackman said the companies could go private around 2026, exiting government conservatorship which the mortgage companies have been under since the 2008 housing crisis. Julie Hyman outlines what investors need to know on Market Domination. 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.

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