In 2025, US stocks performed well, but international markets outshined them, driven by AI growth in Asia, European economic reforms, and a weaker dollar, prompting investors to diversify globally amid ongoing US resilience.
Despite reports labeling Apple Vision Pro a failure due to low sales and production cuts, the device is positioned as a niche, high-end product aimed at early adopters and enterprise users, serving as a foundation for future AR and spatial computing developments. Its true success may lie in shaping the platform and developer ecosystem rather than immediate sales figures.
Bitcoin remains stagnant near $87,000, missing out on the year-end rally seen in US stocks and gold, following a sharp autumn decline and reduced demand, with technical and market sentiment factors contributing to its subdued performance in 2025.
The article discusses the strong performance of emerging markets in the past year and explores potential developments and trends that could shape their trajectory in 2026.
The article discusses the top-performing and underperforming stocks of 2025, providing insights into market trends and investment opportunities, though full details require a subscription to the Financial Times.
Investors expect quicker returns from AI investments than CEOs, leading to tension that could impact market winners and losers, with investor impatience possibly disappointing by 2026 despite increased AI spending by companies.
The upcoming week will see key economic data releases, including jobs and inflation reports, amid mixed stock market performance influenced by Federal Reserve policies and corporate earnings, with particular attention to small-cap stocks, tech sector, and global monetary policy decisions.
Oklo, a nuclear startup valued over $15 billion with no revenues yet, reported a larger-than-expected Q3 loss but announced significant progress on major projects, including a DOE-approved facility and a prototype reactor expected by July 2026. Its shares surged, driven by optimism about nuclear energy's role in powering data centers and government backing, making it a standout performer among nuclear stocks. Meanwhile, retail investors are shifting focus from meme stocks to gold, with increased trading activity in gold ETFs.
On Veterans Day, the NYSE, Nasdaq, and OTC markets will operate normally, but the U.S. bond market will be closed. Banks and post offices will be closed, though ATMs and online banking remain available. The stock market has historically performed well in November, with an average gain of around 4.8%. Veterans Day honors U.S. military veterans and is observed with various ceremonies and events.
The U.S. stock markets (NYSE and Nasdaq) will be open on Columbus Day, but bond markets and OTC operations will be closed. International markets will remain open, and most banks and post offices will be closed, though ATMs and online banking will be available. The holiday has minimal impact on market performance, with October historically showing mixed results. Columbus Day commemorates explorer Christopher Columbus, though it is increasingly recognized as Indigenous Peoples’ Day in some regions.
Nike's Q1 2026 earnings exceeded expectations, boosting its stock and prompting price target increases from several analysts. While some see signs of a successful turnaround, others remain cautious about sustained growth amid market fragmentation and mixed results across regions. Overall, Wall Street maintains a Moderate Buy rating with a potential upside of around 19%.
Build-A-Bear Workshop has experienced a remarkable 2,150% stock increase over the past five years, driven by strong demand, international expansion, and solid profit margins, making it a surprisingly high-performing investment unrelated to the AI trend, and still trading at a reasonable valuation.
Solana has significantly outperformed Bitcoin and Ethereum this cycle, with Galaxy Digital investing $1.35 billion into SOL, leading to record TVL and increased social chatter, signaling strong institutional interest and a potential major shift in the crypto market.