Summary: 24/7 Wall St.
The 2025 Q4 earnings season is pretty much over following the highly-awaited NVIDIA release. Throughout the period, these three releases have stood out.
Those looking to harness the best long-term opportunities in the equity market are likely keeping a close eye on how the AI sector is doing. After all, momentum in the AI space proved to be a key driver of the market in 2025.
South Korea ETFs are surging as AI-driven semiconductor demand fuels market highs, strong earnings momentum and bullish outlook for Korean equities.
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.