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Source document· December 12, 2025

Why I'm Expecting A Year-End Rally, And Another Big Year Next Year!

View original at finance.yahoo.com
Why I'm Expecting A Year-End Rally, And Another Big Year Next Year! Hard to believe there’s only 3½ weeks left in the year. But what a year it’s been…
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  • Fed maintains outlook for another rate cut next year

    80% confidence
  • Expecting year-end rally and another big year next year

    80% confidence
  • Stocks with Zacks Rank #1 Strong Buy have beaten the market in 29 of the last 37 years (78% win ratio) with average annual return of more than 24% per year

    80% confidence
  • December has a 77.8% likelihood of finishing higher in post-election years since 1950

    80% confidence
  • AI is the most powerful technology force of our time

    80% confidence
  • AMD could grow by 35% a year for the next 3-5 years because of AI demand

    80% confidence
  • AI market is faster than anything we've seen before

    80% confidence
  • We are at the beginning of a new computing era

    80% confidence
  • AI data center market could grow to $1 trillion by 2030

    80% confidence
  • AI will revolutionize every industry, from healthcare to transportation

    80% confidence
  • Could possibly see 5 years or more of boom times similar to dot-com era

    80% confidence
  • Half of a stock's price movement can be attributed to the group that it's in

    80% confidence
  • Demand for AI is insatiable

    80% confidence
  • Stocks in the top 50% of Zacks Ranked Industries outperform those in the bottom 50% by a factor of 2 to 1

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
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.
Our read on the data ›
Signals we're tracking
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.
Patterns we're watching ›
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.
We flag conflicts openly ›
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Checked against the original source
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