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Source document· December 12, 2025

Why I'm Expecting A Year-End Rally, And Another Big Year Next Year!

View original at finance.yahoo.com
Why I'm Expecting A Year-End Rally, And Another Big Year Next Year! Hard to believe there’s only 3½ weeks left in the year. But what a year it’s been…
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What we drew from this source

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  • We are at the beginning of a new computing era

    80% confidence
  • AI market is faster than anything we've seen before

    80% confidence
  • Stocks in the top 50% of Zacks Ranked Industries outperform those in the bottom 50% by a factor of 2 to 1

    80% confidence
  • Expecting year-end rally and another big year next year

    80% confidence
  • AI will revolutionize every industry, from healthcare to transportation

    80% confidence
  • Could possibly see 5 years or more of boom times similar to dot-com era

    80% confidence
  • AMD could grow by 35% a year for the next 3-5 years because of AI demand

    80% confidence
  • Half of a stock's price movement can be attributed to the group that it's in

    80% confidence
  • Demand for AI is insatiable

    80% confidence
  • Fed maintains outlook for another rate cut next year

    80% confidence
  • Stocks with Zacks Rank #1 Strong Buy have beaten the market in 29 of the last 37 years (78% win ratio) with average annual return of more than 24% per year

    80% confidence
  • December has a 77.8% likelihood of finishing higher in post-election years since 1950

    80% confidence
  • AI data center market could grow to $1 trillion by 2030

    80% confidence
  • AI is the most powerful technology force of our time

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Keeps Flowing as Enterprise Adoption and Government Contracts Validate the Bet
A late-August surge of nine-figure funding rounds (Socure, Stability AI, Generalist AI, Gatik, Regent Craft, Emerald AI, Owner) shows venture capital still pouring into AI infrastructure, identity/fintech, and autonomy, even as public-market sentiment stays jumpy — Palantir's stock fell 6% the same week it landed the Army's TITAN contract. UiPath's raised guidance and strong Q2 results, alongside efficiency breakthroughs like Multiverse Computing's model compression, point to real enterprise monetization catching up to the funding hype.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts record the same attribute (net_income) for JPMorgan Chase & Co. in the identical fiscal period (Q1 2026) and observation date (2026-03-31), but report values that differ by approximately 1 billion times: $16,494,000,000 vs $16.49. These cannot both be true simultaneously. The discrepancy suggests either a unit mismatch (e.g., one is total net income, the other earnings per share mislabeled as net_income), a decimal point error, or data entry corruption. For the same entity, attribute, and time period, only one value can be correct.
We flag conflicts openly ›
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