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Source document· December 15, 2025

12 Days of Investing: My Top 12 Stocks to Buy Before 2026

View original at finance.yahoo.com
12 Days of Investing: My Top 12 Stocks to Buy Before 2026 Key Points There are only 12 investing days left in 2025. Now is a great time to load up on stocks that may win next year -- and over time…
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  • Warren Buffett reinforced his position in Pool Corp. this year

    80% confidence
  • If you invested $1,000 in Netflix when we doubled down in 2004, you'd have $513,353

    80% confidence
  • Apple is on track for an 11% gain for the year, modest considering explosive performance of most AI stocks

    80% confidence
  • If you invested $1,000 in Nvidia when we doubled down in 2009, you'd have $453,954

    80% confidence
  • Vertex's intellectual property should keep it in top CF spot through the coming decade

    80% confidence
  • Intuitive Surgical makes most of its revenue by selling instruments and accessories needed for the surgeries, representing recurrent revenue

    80% confidence
  • If you invested $1,000 in Apple when we doubled down in 2008, you'd have $52,940

    80% confidence
  • TSMC is investing heavily in U.S. manufacturing and should benefit greatly as cloud companies spend potentially trillions on infrastructure

    80% confidence
  • Broadcom has spoken of high demand and continues to sign on more AI business

    80% confidence
  • Amazon Web Services has already reported a $132 billion annual revenue run rate thanks to demand for its AI systems

    80% confidence
  • Apple could be in the early days of its AI growth story

    80% confidence
  • Costco renewal rates are generally high, at more than 90% in the U.S. and Canada

    80% confidence
  • 2026 could represent a year of recovery for Target

    80% confidence
  • Vertex expects significant growth from Casgevy in the coming year

    80% confidence
  • Costco may thrive in any economic environment due to its low prices on essentials such as food and gas

    80% confidence
  • Coca-Cola has been raising its dividend for more than 50 consecutive years, putting it on the Dividend King list

    80% confidence
  • Carnival has progressively been paying down debt, returned to profit, and revenue and bookings have reached record levels

    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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