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Source document· December 31, 2025

Trump 2.0, stocks soar again, gold hits records, AI boom rolls on — Yahoo Finance's 2025 year in review

View original at finance.yahoo.com
Trump 2.0, stocks soar again, gold hits records, AI boom rolls on — Yahoo Finance's 2025 year in review When the closing bell rings on Wall Street Wednesday afternoon, the S&P 500 (^GSPC) will clinch its third straight year of double-digit gains and end the year near a record high…
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  • Authorized 90 day pause and substantially lowered reciprocal tariff to 10%, while raising China tariffs to 125%

    80% confidence
  • This is a critical time for ChatGPT after Gemini 3 release

    80% confidence
  • AI-related investment will be notably larger than $71 billion planned for 2025

    80% confidence
  • Economic outlook and labor market changes may warrant shift in Fed's interest rate stance

    80% confidence
  • Lisa Cook fired for alleged mortgage fraud related to buying two properties

    80% confidence
  • Called market rally the 'biggest day in financial history'

    80% confidence
  • DeepSeek AI model can rival OpenAI models for a fraction of the cost

    80% confidence
  • Criticized One Big Beautiful Bill as a 'disgusting abomination'

    80% confidence
  • Tesla's autonomous future will focus far less on selling cars

    80% confidence
  • Recommended to Berkshire board that Greg Abel be designated CEO with start date of Jan 1, 2026

    80% confidence
  • Stock and bond market was 'yippy' and people were jumping a bit out of line

    80% confidence
What we know · the intelligence behind this page
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What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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