Market predictions are not easy to make and looking at the YTD winners, there are some head-scratchers. Let's take a closer look and make some sense out of the recent performance winners: wet and dry shipping; South Korea; and oil services ETFs.
NVIDIA, Albemarle and Axsome Therapeutics emerge as standout plays as AI, clean energy and healthcare draw massive capital in a split 2026 market.
Biggest S&P 500 Winners Last 5, 10, 20 Years
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Dan Ives of Wedbush Securities says the recent software selloff is overblown. He says major players like Microsoft, Google, and Oracle will benefit from the ongoing AI infrastructure buildout and he sees many buying opportunities.
The 2025 Q4 earnings season continues to be one of positivity, with several companies, including these two that sport buy ratings, knocking it out of the park and raising their outlooks.
While the broader stock market has spent years fixated on the processors that allow artificial intelligence (AI) to think, a massive rotation is occurring into the hardware required to provide AI with a memory. Approximately one year ago, Western Digital NASDAQ: WDC spun off its flash memory business to create SanDisk NASDAQ: SNDK as a standalone entity.
Class A shares of the Alger Weatherbie Specialized Growth Fund outperformed the Russell 2500 Growth Index during the fourth quarter of 2025. Natera, Inc., ACADIA Pharmaceuticals Inc., and Glaukos Corp were among the top contributors to performance. FirstService Corp, AAR CORP., and Kratos Defense & Security Solutions, Inc. were among the top detractors from performance.
A plethora of defense giants just reported their Q4 2025 earnings. The cycle saw some standout performances, as well as others that left investors wanting more.
2026 is well underway and off to a bullish start. The S&P 500 and other major indices are ending January at record highs, and the Russell 2000 INDEXRUSSELL: RUT, which tracks small-cap stocks, is leading the charge.
Winter Storm Fern has slammed into the United States, encasing 34 states in ice and forcing millions of Americans to crank up their thermostats. While meteorologists track the plunging temperatures and an incoming bomb cyclone that could bring blizzard conditions and even more snow to the United States, Wall Street is tracking a different metric: the spark spread.
Winter Storm Fern rattles the United States, lifting heating demand and natural gas prices as UNG stands out while airlines and consumers face headwinds.