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Santa rally builds
Santa rally builds with stocks near record highs, investors who did nothing this year did just fine, Tim Cook doubles his stake in Nike, Target faces activist investor pressure, silver pulls back after topping $80 in historic rally...
Market Briefing
December 29, 2025
Good morning.
The Fast Five → Santa rally builds with stocks near record highs, investors who did nothing this year did just fine, Tim Cook doubles his stake in Nike, Target faces activist investor pressure, silver pulls back after topping $80 in historic rally…
📌 AI companies have the chips… the servers… and the data centers under construction. There's just one problem: Power. The grid is already maxed out. There's only one solution—and the US gov’t is about to make a major investment to secure it. One analyst whose firm identified the last 3 government stakes BEFORE they surged 111%, 194%, and 211% believes he's found stake #4. Get the full story → (ad)
Calendar: (*Shutdown may affect key data. All times ET) - Full Calendar »
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Your 5-minute briefing for Monday, Dec 29:
BEFORE THE OPEN
As of market close 12/26/2025. Bitcoin as of 12/28/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↓ 44.14% for Week of DEC 18 2025
Previous week: 44.59%
Market Wrap:
Futures flat after S&P 500 tagged new records
S&P hit 6,945 intraday Friday, closed near flat
YTD: S&P +17.7; Nasdaq +22.2%; Dow +14.5%
2025 shaping up as strongest year since 2021
Santa Claus rally window now underway
S&P averages +1% during Santa rally period
Fed December minutes due Wednesday
EARNINGS
No noteworthy earnings scheduled this week.
3 Government Stakes in 90 Days.
Here Comes #4.
Three times in 90 days, the US government took equity stakes in small American companies. Three times, stocks surged 111%... 194%... and 211%. And three times, one research firm identified them all BEFORE the announcements. Now… it's happening again. A nuclear energy company is getting unprecedented federal support...
The pattern is clear. The timing is urgent. One analyst believes we'll see the announcement in weeks, not months.
This is your chance to get positioned before the next big government windfall.
- a sponsored message from InvestorPlace -
HEADLINES
Markets will enter 2026 fresh off record highs for major stock indexes as investors face a year of 'cautious optimism.'
Those who owned US stocks at the start of the year made good money. Owning foreign stocks was even better. Treasurys did well, and the yield stayed high for cash.
S&P 500 eyes 7,000 mark as investors look for upbeat end to strong 2025 (more)
BofA: These 6 stocks will lead the $1T chip surge in 2026 (more)
Bloomberg: 11 big trades of 2025—Cockroaches, bubbles and a 367% jump (more)
Silver pulls back after topping $80 in historic year-end rally (more)
Oil gains as investors weigh Middle East tensions (more)
Wall St buying potential Trump tariff refunds for pennies on the dollar (more)
Dollar set for worst year since 2003 as rate outlooks diverge (more)
Gold and silver reach fresh highs for second day running (more)
Oil edges up on strong US economic growth, supply risks (more)
China's LandSpace gears up to take on Elon Musk and SpaceX (more)
Nvidia-Groq deal is structured to keep ‘fiction of competition alive’ (more)
Nvidia will license Groq tech, hire its executives (more)
Tim Cook doubles his stake in Nike, shares rise (more)
Target faces activist investor pressure amid sales decline (more)
The year the Big Three backed away from EVs (more)
Michael Burry bets he isn’t too early to go against the AI juggernaut (more)
Louis Gerstner, CEO Credited With Turning Around IBM, Dies at 83 (more)
DEALFLOW
Listings resume Jan 2nd
CRYPTO
BULLISH BITES
📊 The benefits of keeping your investing life simple.
💰 Over-50s ‘Silver Spenders’ are powering investment opportunities.
🐭 Betty Boop, Mickey Mouse works enter the public domain in 2026.
🏠 Wellness perks and nostalgia: The next big home-design features.
DAILY SHARES
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