2025 outlook

JPMorgan analyst Doug Anmuth has rolled out an optimistic internet 2025 outlook, emphasizing mega-cap tech leaders as top picks. The big winners? Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google, and Spotify Technology SA (NYSE...

As the tech sector pivots from AI-fueled growth to a broader market recovery, JPMorgan analyst Samik Chatterjee highlights a cyclical rebound powering upside for traditional IT infrastructure and industrial tech. Top picks like Dell Technologies Inc (NYSE:DELL), Corning Inc (NYSE:GLW) and Coherent...

U.S. competitiveness takes center stage in 2025 with four key investment themes—energy independence, defense innovation, infrastructure, and automation—poised to bolster portfolio growth. Global X's 2025 Investment Outlook, led by Scott Helfstein, highlights these transformative trends as critical...

Expect a manufacturing revival and a small-cap resurgence in 2025. That’s according to Scott Helfstein, head of investment strategy at Global X ETF. After a grueling 23 months of contraction, “modest protectionist policy might help jump-start production,” he says. Manufacturing:...

Morgan Stanley is raising red flags about U.S. equity markets heading into 2025. Sky-high valuations could set the stage for a turbulent year, according to Mike Wilson, the bank's chief U.S. equity strategist. The S&P 500 is "extremely expensive" and investors should brace for lower multiples...

The U.S. economy could face a high-stakes, casino-like scenario in 2025, with risks swinging between a potential boom fueled by tax cuts and deregulation and a possible stagflationary bust triggered by policy uncertainty and trade restrictions. This is the core message from JPMorgan’s chief...

Wall Street analysts are painting optimistic pictures for the U.S. stock market heading into 2025, with the S&P 500 index — as tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY) — expected to climb to 6,500 points by year's end, according to both Goldman Sachs and Morgan Stanley. That...