Berkshire Hathaway stock underperformed the broader market in 2025, but there’s ample reasons to believe BRK.B shares will recover under Greg Abel next year.
In a move that signals a paradigm shift in federal technology procurement, the U.S. General Services Administration (GSA) has finalized a massive $3.1 billion agreement with Microsoft (NASDAQ: MSFT). Announced as part of the GSA’s "OneGov" strategy, the deal aims to modernize the federal workforce by providing "free" access to Microsoft 365 Copilot for a [...]
Intel shares have gained nearly 80% under the leadership of Lip-Bu Tan who joined as the firm’s chief executive in March. But can INTC stock replicate this outperformance in 2026?
In a move that signals a tectonic shift in the relationship between artificial intelligence and the labor market, OpenAI and Walmart (NYSE: WMT) have officially launched a comprehensive AI Jobs Platform and a suite of industry-standard AI Certifications. Announced late in 2025, this partnership aims to bridge the widening "skills gap" by providing millions of [...]
As 2025 draws to a close, Apple (NASDAQ: AAPL) is reportedly accelerating a fundamental transformation of its flagship virtual assistant, Siri. Internal leaks and industry reports indicate that the Cupertino giant is deep in development of a massive 2026 upgrade—internally referred to as "LLM Siri"—that utilizes a sophisticated synthetic data pipeline to close the performance [...]
Shares of freight Delivery Company RXO (NYSE:RXO)
fell 2.9% in the afternoon session after major indices pulled back from record highs reached the previous week.
A number of stocks fell in the afternoon session after major indices pulled back from record highs reached the previous week. The S&P 500 and Nasdaq were under pressure as the dominant artificial intelligence trade cooled off.
In a move that has fundamentally reshaped the semiconductor landscape on the eve of 2026, Nvidia (NASDAQ: NVDA) announced a landmark $20 billion deal to acquire the core intellectual property and top engineering talent of Groq, the high-performance AI inference startup. The transaction, finalized on December 24, 2025, represents Nvidia's most aggressive effort to date [...]
In a move that signals a definitive end to the "walled garden" era of artificial intelligence, Anthropic announced earlier this month that it has officially donated its Model Context Protocol (MCP) to the newly formed Agentic AI Foundation (AAIF) under the Linux Foundation. This landmark contribution, finalized on December 9, 2025, establishes MCP as a [...]
In a move that signals a seismic shift in the artificial intelligence landscape, Amazon (NASDAQ: AMZN) is reportedly in advanced negotiations to invest over $10 billion in OpenAI. This massive capital injection, which would value the AI powerhouse at over $500 billion, is fundamentally tied to a strategic pivot: OpenAI’s commitment to integrate Amazon’s proprietary [...]
In a series of high-stakes financial maneuvers that have sent shockwaves through global markets, SoftBank Group (OTC: SFTBY) is aggressively liquidating billions of dollars in blue-chip assets to fulfill a monumental $22.5 billion funding commitment to OpenAI. This capital injection, the largest single investment in the history of the artificial intelligence sector, is the cornerstone [...]
Fluor's business is gaining strength, and it is monetizing a major investment; however, the market may already be factoring all of this into the stock price.
In a move that signals the definitive end of the "blue link" era, Alphabet Inc. (NASDAQ:GOOGL) has officially overhauled its flagship product, making Gemini 3 Flash the global default engine for AI-powered Search. The rollout, completed in mid-December 2025, marks a pivotal shift in how billions of users interact with information, moving from simple query-and-response [...]
In a move that fundamentally reshapes the American regulatory landscape, President Donald Trump has signed Executive Order 14365, titled "Ensuring a National Policy Framework for Artificial Intelligence." Signed on December 11, 2025, the order seeks to dismantle what the administration describes as a "suffocating patchwork" of state-level AI regulations, replacing them with a singular, minimally [...]
Nvidia stock is trading well below its record high heading into 2026, but Raymond James analysts believe NVDA shares will more than recover early next year.
In a move that has sent shockwaves through both Silicon Valley and Hollywood, The Walt Disney Company (NYSE: DIS) and OpenAI have finalized a landmark $1 billion partnership to integrate the Sora video generation platform into Disney’s legendary production ecosystem. Announced earlier this month, the deal marks a historic "peace treaty" between the world’s most [...]
Palantir shares had a blockbuster 2025 on the back of rapid commercial growth and continued strength in its government business. Here’s what could drive PLTR stock up further next year.
As the final trading days of 2025 come to a close, Wall Street is pivoting its focus from the hardware-driven "AI Gold Rush" toward a 2026 outlook defined by practical utility, autonomous software, and a massive structural overhaul of the American energy grid. With the S&P 500 coming off
SAN FRANCISCO — In a decisive move to re-establish its dominance in an increasingly fractured artificial intelligence market, OpenAI has officially released GPT-5.2. The new model series, internally codenamed "Garlic," arrived on December 11, 2025, following a frantic internal "code red" effort to counter aggressive breakthroughs from rivals Google and Anthropic. Featuring a massive 256k [...]
March NY world sugar #11 (SBH26 ) on Monday closed up +0.09 (+0.59%). March London ICE white sugar #5 (SWH26 ) closed down -0.60 (-0.14%). Sugar prices settled mixed on Monday, with NY sugar matching last Wednesday's 2.25-month high. Sugar prices h...
As the 2025 trading year draws to a close, the CBOE Volatility Index (CBOE:VIX), widely known as the market’s "fear gauge," is exhibiting a rare and unsettling behavior. While the S&P 500 (NYSEARCA:SPY) hovers near the historic 7,000 milestone and the Nasdaq Composite (NASDAQ:QQQ)
March ICE NY cocoa (CCH26 ) on Monday closed up +289 (+4.85%). March ICE London cocoa #7 (CAH26 ) closed up +276 (+6.55%). Cocoa prices rallied sharply on Monday, posting 2-week highs. The slower pace of cocoa arrivals at ports in the Ivory Coast h...
As the calendar turns to late 2025, the semiconductor industry is witnessing its most profound architectural shift in over a decade. The arrival of Backside Power Delivery (BSPD), spearheaded by Intel Corporation (NASDAQ: INTC) and its proprietary PowerVia technology, has fundamentally altered the physics of chip design. By physically separating power delivery from signal routing, [...]
As the final trading days of 2025 wind down, the S&P 500 stands as a testament to the resilience of the American economy and the transformative power of artificial intelligence. Despite a year punctuated by geopolitical friction and a mid-year "tariff storm," the index has defied skeptics to deliver
As of December 29, 2025, the global semiconductor landscape has reached a definitive turning point, marked by the meteoric rise of the open-source RISC-V architecture. Long viewed as a niche academic project or a low-power alternative for simple microcontrollers, RISC-V has officially matured into the "third pillar" of the industry, challenging the long-standing duopoly held [...]
The global silver market experienced a seismic shift on December 29, 2025, as a historic parabolic rally met a brutal wall of liquidations. After shattering all-time records earlier in the morning with spot prices touching a staggering $85.87 per ounce, the "white metal" underwent a dramatic "flash crash," plummeting
As 2025 draws to a close, the frantic, gold-rush atmosphere that defined the artificial intelligence sector for nearly three years has finally met its match in a period of "measured consolidation." Investors who spent the better part of the last 24 months bidding up any stock with an "AI" suffix
As the artificial intelligence industry continues its relentless expansion, NVIDIA (NASDAQ: NVDA) has officially pulled back the curtain on its next-generation architecture, codenamed "Rubin." Slated for a late 2026 release, the Rubin (R100) platform represents a pivotal shift in the company’s strategy, moving from a biennial release cycle to a blistering yearly cadence. This aggressive [...]
As 2025 draws to a close, the high-octane rally that propelled Tesla, Inc. (NASDAQ:TSLA) to the brink of a $500 share price has hit a significant roadblock. In the final week of December, the electric vehicle (EV) pioneer saw its stock retreat by more than 6%, falling from a
As 2025 draws to a close, the global automotive industry is undergoing a foundational shift in its power architecture, moving away from traditional silicon toward wide-bandgap (WBG) materials like Silicon Carbide (SiC) and Gallium Nitride (GaN). At the heart of this transition is ON Semiconductor (Nasdaq: ON), which has spent the final quarter of 2025 [...]
As the artificial intelligence "supercycle" continues to accelerate, driving global chip sales to a record $72.7 billion in October 2025, the semiconductor industry is facing an unprecedented resource crisis. The transition to 2nm and 1.4nm manufacturing nodes has proven to be a double-edged sword: while these chips power the next generation of generative AI, their [...]
As the calendar turns to the final days of December 2025, a massive, invisible hand is moving the levers of the global financial markets. This week, institutional giants—ranging from sovereign wealth funds to massive pension plans—are engaged in a "mechanical de-risking" cycle estimated to involve over $1 trillion
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, pulling capital from the high-flying technology sector that dominated the post-April recovery and rotating it into "value-oriented" and defensive sectors like
As 2025 draws to a close, the primary bottleneck in the global artificial intelligence race has shifted from the raw fabrication of silicon wafers to the intricate art of advanced packaging. Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) has officially set its sights on a massive expansion for 2026, aiming to increase its CoWoS (Chip-on-Wafer-on-Substrate) [...]
An improving earnings profile, aggressive buybacks, and a renewed focus on margins might be changing how long-term investors think about this healthcare distributor.
