General News

Latest news from around the World.


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AI Bubble Risk In Our Cautious 2026 S&P 500 Outlook

The S&P 500 (SPY, IVV) is highly exposed to an AI-driven correction, with heavily indexed tech valuations at risk if the AI boom falters. Current AI demand curves are highly uncertain, and supply-side risks — like datacenter overbuild and rapid hardware innovation — could make for poor ROIs on huge amounts of capital.

...keep reeding on seekingalpha.com

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A humanoid-robot revolution is coming. Don't worry — here's why it will take a while.

Robots that mimic humans are set to create a $5 trillion market. But it will take years and a lot of improvements to get there.

...keep reeding on marketwatch.com

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The Fed's Silent Dissenters

Key Takeaways While only two official dissenters opposed the December rate cut, dot-plot projections reveal that six Fed members, including four “silent dissenters,” were against easing, signaling deeper division within the Fed than headlines suggest.

...keep reeding on etftrends.com

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When The Music Stops: 2026 Market Outlook, The Tragedy Of The Consumption Commons

I assign a 'buy' rating to the S&P 500 for 2026, targeting ~10% growth to 7,700, despite macroeconomic concerns. The greatest threat to the bull market is a collapse in Global Aggregate Consumer Consumption, driven by automation, AI, and labor market stagnation.

...keep reeding on seekingalpha.com

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What are the hottest tech stocks for 2026? Here's what ChatGPT and Gemini had to say.

MarketWatch asked the leading LLMs for their top stock picks — but the answers suggest AI may be following the herd instead of truly reasoning.

...keep reeding on marketwatch.com

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What US GDP report means for Fed's rate decision in January

US stocks are inching higher on December 24 after the nation's GDP growth came in at 4.3% for the third quarter, well above expectations of 3.2% only.     The report was delayed due to the extended government shutdown – but the stronger-than-expected data, nonetheless, has reignited debate over the Fed's next move.

...keep reeding on invezz.com

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Prediction Markets Could Bring Tax ‘Loophole' For Sports Bettors

Until the IRS says otherwise, sports betting on Kalshi and Polymarket may have a tax advantage over traditional sportsbooks.

...keep reeding on barrons.com

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Weekly Commentary: Just The Facts

The S&P 500 gained 1.4% and the Dow rose 1.2%, while the Utilities advanced 1.2%. Three-month Treasury bill rates ended the week at 3.5425%.

...keep reeding on seekingalpha.com

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Economist reveals the 'SINGLE BIGGEST RISK' to US economy for 2026

The Heritage Foundation chief economist EJ Antoni discusses his economic outlook for 2026, how Fed policy could be a risk and unaffordable housing on 'Making Money.' #economicoutlook2026 #useconomy #bullishoutlook #economicgrowth #federalreserve #interestrates #housingcrisis #affordability

...keep reeding on youtube.com

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FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026

Ben Emons, Fed Watch Advisors, joins 'Fast Money' to talk what to expect from the Federal Reserve in 2026.

...keep reeding on youtube.com

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5 Stock Market Warning Signs Heading Into 2026

The S&P 500 (SPY) is riding a multi-year rally, but rising risks warrant caution heading into 2026. Key economic indicators—ISM manufacturing, household debt, and surging delinquencies — signal mounting systemic vulnerabilities.

...keep reeding on seekingalpha.com

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Stock Market Firm, Dow Near Highs Ahead Of The New Year

The stock market, including the Dow Jones index, dug in to book weekly gains. The Fed minutes now loom in the shortened week ahead.

...keep reeding on investors.com

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This is a bull market with a 'lower cased b' heading into 2026, says Piper Sandler's Craig Johnson

Craig Johnson, Piper Sandler Chief Market Technician, joins 'Closing Bell Overtime' to talk if the Santa rally is intact.

...keep reeding on youtube.com

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Strong earnings growth will continue for banks in 2026, says KBW's Christopher McGratty

Christopher McGratty, KBW, joins 'Closing Bell' to talk his banking outlook for 2026.

...keep reeding on youtube.com

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Blowout Q3 GDP Turns The Market Narrative On Its Head

One data point just flipped the entire slowdown narrative on its head. Rate cuts may not come the way the market expects - and that's bullish for the right assets.

...keep reeding on seekingalpha.com

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Biotech Stocks Survive The Sector Rotation

Sector rotation hasn't been easy this past quarter. But with multiple tries in biotech stocks, we ended up gaining a profit.

...keep reeding on investors.com

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2025 Year in Review & 2026 Investment Outlook

In this special edition of our weekend video series, Chief Investment Strategist Fritz Folts, CEO/CIO Steve Cucchiaro, and Deputy CIO Eric Biegeleisen all come together to share their 2025 Year in Review & 2026 Investment Outlook.

...keep reeding on etftrends.com

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Macro Risk Advisors' John Kolovos talks possible volatility in 2026

Macro Risk Advisors' John Kolovos talks what he expects out of the markets in 2026.

...keep reeding on youtube.com

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Talk of the tape: Should investors stick with winners or rotate

Scott Chronert, Citi, joins 'Closing Bell' to talk how investors should play this market.

...keep reeding on youtube.com

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Reasonable to be Optimistic About Markets in 2026, Says Rick Gardner

Rick Gardner, CIO of RGA Investments, breaks down his outlook heading into the new year. Garnder says that its reasonable for investors to be 'optimistic' about markets in 2026, expecting uncertainty around policy to die down.

...keep reeding on youtube.com