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Jefferies Sees Mounting Risks for US Stock Market in 2025
Are the seven giants of the U.S. stock market out of date? A new combination of "BATMMAAN" is born, and the strongest growth is expected to exceed 60% by 2025!
In short, "BATMMAAN" is the original seven giants plus Broadcom, namely Broadcom, Apple, Tesla, Microsoft, Meta, Amazon, Google, and NVIDIA.
These 5 Artificial Intelligence (AI) Stocks Make Up 28.8% of the Entire S&P 500 Index
Wall Street's most optimistic '2025 prediction': US stocks are expected to rise more than 20% for the third consecutive year!
① Capital Economics predicts that the US stock market is expected to achieve a gain of over 20% for the third consecutive year in 2025. If realized, this will be only the second time in history that the US stock market has had three consecutive years of gains exceeding 20%. ② Capital Economics believes that the driving forces for the bull market's continued rise in 2025 will be similar to last year: investors' enthusiasm for AI and the "American exceptionalism".
Daily Options Tracking | Tesla's total deliveries fell short of expectations for the year! It dropped 6% overnight, with multiple put options expiring on Friday making over 110% profit; NVIDIA rebounded by 3% leading the "Seven Sisters", with multiple doo
KBW has downgraded SoFi Technologies' rating from "in line with the market" to "underperforming the market", with the stock price plunging over 8%. A put option that expires this Friday has made a profit of 10 times.
Technology giants dominate the US stock market once again, but UBS Group is not worried: there is still room for growth!
UBS Group believes that while large Technology stocks continue to see earnings expansion, their valuation growth is slowing down, making them "cheaper" compared to the overall market, and this trend is expected to continue, hence there is still room for appreciation.