After a year dominated by mega-cap winners and AI bellwethers, several notable stocks were left behind in 2025, which are quietly positioning themselves to lead in the new year, at valuations that are still reasonable relative to their industry counterparts.
March S&P 500 E-Mini futures (ESH26) are down -0.20%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.32% this morning, pointing to a weak start on Wall Street in the final trading session of 2025.
The minutes of the December Fed meeting showed that the majority of FOMC representatives allow for further interest rate cuts next year, provided that inflationary pressures gradually ease.
According to a new Grayscale report, crypto market momentum cooled in the fourth quarter of 2025 as investors digested earlier gains and positioned for
Weyerhaeuser is set to report its fourth-quarter earnings next month, and expectations are grim, with analysts projecting a triple-digit plunge in funds from operations that could push FFO into negative territory.
International Paper is set to report its fourth-quarter earnings by the end of next month, with Wall Street bracing for a sharp four-digit surge in the company’s bottom line.
According to a Reuters report, Chinese firms have lined up requests for more than 2 million H200 units slated for delivery in 2026, far more than the roughly 700,000 chips Nvidia currently has.
New restrictions on sugary foods for SNAP recipients in 5 states aim to reduce health issues. Trump admin also halts funding for states not providing identifying info.
Global macro signals heading into the new day point to steady but uneven growth across regions, with inflation generally easing and policy turning more supportive into 2026.
