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S&P 500 companies increased share buybacks by 6.2% to $249.0 billion in Q3 2025, reaching a record $1.020 trillion for the 12 months ending in September.
On December 18, 2025, investment experts debated the S&P 500's heavy concentration in the Magnificent Seven, with PNC's CIO calling for a 'recalibration' of what she termed 'nonsensical' valuations.
Corporate giants including Apple, Toyota, and Johnson & Johnson have committed nearly $700 billion to U.S. manufacturing, which Donald Trump credits to his tariff strategy.
America's three most iconic companies, Walmart, Apple, and Berkshire Hathaway, are undergoing leadership changes after their CEOs collectively generated over $5.5 trillion in shareholder value.
IT hardware stocks, including Western Digital which fell 4.76%, declined after a Morgan Stanley report on December 17, 2025, warned of cyclical challenges for the sector in 2026.
Apple's Services division revenue grew 14% in fiscal 2025, driven by strategic expansion in streaming and gaming content, while its stock gained 39.7% over the past six months.
Apple is reportedly planning to expand its iPhone lineup from five to as many as seven models by 2027, including a foldable model rumored for a September 2026 release, as global sales show signs of improvement.
Morgan Stanley predicts Apple will become an AI leader by 2026, driven by a new Siri, even as the company's stock dipped 1.01%.
On December 18, 2025, Apple announced it will comply with Japan's Mobile Software Competition Act by allowing alternative app stores and payment systems, while cutting its App Store commission to 10% for most developers.
The SPDR Portfolio S&P 500 Value ETF (SPYV) has gained 12.14% year-to-date, driven by a low 0.04% expense ratio and heavy allocation to technology stocks like Apple and Microsoft.
Vision Marine Technologies Inc. (VMAR) stock skyrocketed 156.77% to close at $0.976 on December 16, driven by exceptionally high trading volume of over 225 million shares.
Technology stocks showed mixed performance in premarket trading on December 16, as Viavi Solutions (VIAV) dropped 3.36% while the broader tech index and Apple (AAPL) saw slight gains.
A coalition of 20 European developer groups is pressuring the EU to enforce the Digital Markets Act, arguing Apple's new fee structure, implemented after a €500 million fine, continues to disadvantage them.
An analysis on December 16, 2025, raises concerns that continued AI adoption and capital spending could be inflating a market bubble similar to the dot-com era of the late 1990s.
Analysts are divided on Apple's future, with bull price targets reaching $315 while the company's fair value estimate was revised to $287.
Apple is in early discussions with Indian chipmaker CG Semi to assemble and package iPhone components in a strategic move to diversify its manufacturing base away from China.
Record third-quarter profits for semiconductor firms, driven by the AI boom, are fueling concerns of a market bubble. Investors are now rotating capital from overvalued tech giants to cyclical and small-cap stocks, signaling a potential shift in market leadership.
Institutional investors are increasing their positions in mining and precious metals companies, signaling a bullish outlook for the sector. This comes as firms like Mesabi Trust and Buenaventura Mining see significant new investment and positive analyst ratings, respectively, while the broader market faces mixed economic signals.
Surging demand for memory chips from the AI sector is increasing component costs for smartphone manufacturers, leading analysts to forecast a 2.1% decline in global shipments for 2026. This supply-side pressure is expected to increase device prices and squeeze profit margins, particularly for low-end producers.
Jim Cramer has identified Conagra Brands as a crucial barometer for consumer spending habits, suggesting a broader market focus on the underlying strength of the economy. However, this view is contrasted by institutional investor actions, as Cullen Capital Management liquidated its position, signaling potential apprehension about the sector's outlook.