Stocks gave up all the post-election gains after the December jobs report came in hotter than expected. The rate on the 10-year Treasury note climbed above 4.7%, and the 30-year note is close to 5%, which is bearish for the housing market. Investors now have to consider that there may be no interest rate cuts in 2025. And things could get worse when the December readings for inflation come out next week. Confirmation that inflation is rising may cause stocks to drop even further as President-elect Donald Trump’s policies are likely to be inflationary in the near term. Next week also marks the start of the next earnings season. That means investors will hear from the big banks. However, if the banks deliver on the strong earnings growth that’s expected, it could put a floor on the current sell-off. 2025 is off to a volatile start, but you can count on the MarketBeat team of analysts to help make sense of the stocks and stories moving the markets. Here are some of our most popular stories this week. Amidst the volatility in the markets, healthcare stocks are likely to be a solid option. This week, Jea Yu explained why The Cigna Group Inc. (NYSE: CI) is becoming a best-in-class health insurance company that should be at the top of investors’ watch lists if they’re looking for opportunities in the sector in 2025. Investors who piled into gene editing stocks at the beginning of 2024 were disappointed by the deliberate pace of progress that held these stocks back. However, Yu explained why progress is still being made and offered investors three gene editing stocks poised for a sector comeback in 2025. President-elect Trump will sign executive orders on January 20 as part of his campaign pledge to expand U.S. oil production and exploration. Energy stocks are likely to benefit, but Yu highlighted three other stocks likely to benefit from lower fuel costs and higher airline profits. Articles by Thomas Hughes NVIDIA Corp. (NASDAQ: NVDA) continues to be the most important stock in the market. That’s the premise of this week’s article from Thomas Hughes that summarizes the highlights from NVIDIA CEO Jenson Huang’s keynote speech at this week’s Consumer Electronics Show (CES). Hughes explained why the technological advances Huang revealed mean the stock may outperform current-year estimates. Depending on where you live, you may be thinking, “Baby, it’s cold outside.” That’s why you may want to keep a close eye on natural gas stocks. That was the focus of Hughes’ article on three natural gas stocks and ETFs to consider as demand for natural gas is soaring. Congressional stock trading is a topic that stirs the passions of MarketBeat subscribers. This week, Hughes highlighted the top five stocks purchased by members of Congress in 2024 and explained why those stocks will continue to be some of the best stock picks in 2025. One of our most popular articles this week showed why demand for dividend-paying stocks remains strong. Sam Quirke wrote about the creme de la creme of dividend stocks known as Dividend Kings. The term refers to companies that have increased their dividend for at least 50 consecutive years. Quirke highlighted three dividend kings that will reward investors no matter how stocks perform. Articles by Chris Markoch Moderna Inc. (NASDAQ: MRNA) shot higher this week along with other vaccine makers over concerns regarding the first confirmed bird flu death in the United States. While the rally fizzled quickly, Markoch explained why institutional investors view Moderna’s pipeline as supportive of a speculative Buy. E-commerce continues to command more market share, but many investors may only focus on the United States. This week, Ryan Hasson suggested that investors may want to take a wider view and consider MercadoLibre Inc. (NASDAQ: MELI), Latin America’s leading e-commerce player. The stock has shown tremendous growth since 2020, but a recent sell-off from its all-time high presents an opportunity for investors. Articles by Gabriel Osorio-Mazilli More speculative investors may want to look at stocks with high short interest in hopes that they will prompt a short squeeze. Osorio-Mazilli analyzed the possibility of a short squeeze in three stocks with high short interest. Drones have been in the news a lot recently. However, Leo Miller explained why investors should view this as more than a curiosity and instead as an investment opportunity. With that in mind, Leo Miller wrote about two autonomous drone stocks that should be on the radar of growth-hungry investors. Electric vehicle sales continue to rise in the United States and China. Miller explained that the industry still faces headwinds, but one way to get around them is by investing in one of these three ETFs that focus on electric vehicles. Earnings season starts next week. For some companies, that will bring news of fresh stock buybacks. Frequently, investors can look at companies that recently authorized buybacks as good contenders for future buybacks. That’s the bullish case that Miller made for three stocks that look like solid contenders for stock buybacks in 2025. |
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