PRG

[Evan @StockMKTNewz]

There are currently 10 stocks in the S&P 500 that have more than doubled so far in 2025

👑 Western Digital $WDC +262.5%🟢
🥈 Robinhood $HOOD +244.9%🟢
🥉 Seagate $STX +220.6%🟢
4 Micron $MU +181%🟢
5 Newmont $NEM +143.8%🟢
6 Warner Bros. Discovery $WBD +127.1%🟢
7 Palantir $PLTR +122.7%🟢
8 Lam Research $LRCX +116%🟢
9 Amphenol $APH +102.9%🟢
10 Intel $INTC +102.3%🟢

[Evan @StockMKTNewz]

Here are the updated WORST performing NASDAQ 100 stocks so far in 2025

💩 Trade Desk $TTD -66.3%🔴
2 Lululemon $LULU -51.8%🔴
3 Charter $CHTR -41.6%🔴
4 Strategy $MSTR -38.8%
5 Atlassian $TEAM -38.6%🔴
6 CoPart $CPRT -32.1%🔴
7 Comcast $CMCSA -28.9%🔴
8 Adobe $ADBE -28%🔴
9 PayPal $PYPL -26.6%🔴
10 Old Dominion $ODFL -23.3%🔴

[Evan @StockMKTNewz]

Here is how the top 50 largest US stocks have performed over the last DECADE (10 year average annual return)

Nvidia $NVDA +72.8%🟢
Apple $AAPL +26.4%🟢
Google $GOOGL +23.7%🟢
Microsoft $MSFT +26.3%🟢
Amazon $AMZN +21.1%🟢
Broadcom $AVGO +44.6%🟢
Meta Platforms $META +19.7%🟢
Tesla $TSLA +39.5%🟢
Berkshire Hathaway $BRK.B +14.2%🟢
Eli Lilly $LLY +31.7%🟢
Walmart $WMT +20.7%🟢
JPMorgan $JPM +19.7%🟢
Visa $V +16.2%🟢
Oracle $ORCL +19.8%🟢
Johnson & Johnson $JNJ +10.4%🟢
Mastercard $MA +19.4%🟢
Exxon Mobil $XOM +8.2%🟢
Netflix $NFLX +23.9%🟢
Costco $COST +20.8%🟢
Abbvie $ABBV +19.1%🟢
*Palantir $PLTR* Went public in September 2020 and does not have a 10 year ARR yet
Bank of America $BAC +14.2%🟢
Home Depot $HD +12.8%🟢
$AMD +56.8%🟢
Procter & Gamble $PG +9.9%🟢
General Electric $GE +8.8%🟢
Coca-Cola $KO +8.7%🟢
Chevron $CVX +9.7%🟢
Cisco $CSCO +14.3%🟢
UnitedHealth $UNH +12.9%🟢
$IBM +13.4%🟢
Wells Fargo $WFC +11.1%🟢
Caterpillar $CAT+26.2%🟢
Morgan Stanley $MS +20.8%🟢
Merck $MRK +10.8%🟢
Micron $MU +31.2%🟢
American Express $AXP +19.3%🟢
Goldman Sachs $GS +31.1%🟢
Philip Morris $PM +21.2%🟢
T-Mobile $TMUS +10.7%🟢
Raytheon $RTX +21.4%🟢
Abbott $ABT +13.1%🟢
McDonald's $MCD +13.3%🟢
Thermo Fisher $TMO +16%🟢
Salesforce $CRM +11.1%🟢
Intuitive Surgical $ISRG +25.9%🟢
Pepsi $PEP +7.1%🟢
Applied Materials $AMAT +31.3%🟢
*Applovin $APP* Went public in April 2021 and does not have a 10 year ARR yet
Lam Research $LRCX +36.9%🟢

For comparison

+14.5% - S&P 500 10 year average annual return
+19.2% - NASDAQ 100 10 year average annual return

[Coin Bureau @coinbureau]

NVIDIA vs BITCOIN vs GOLD over the years... 👀

[WOLF @WOLF_Financial]

Here's how Google $GOOGL stock has performed every year since going public

2005: +115.2%🟢
2006: +11%🟢
2007: +50.2%🟢
2008: -55.5%🔴
2009: +101.5%🟢
2010: -4.2%🔴
2011: +8.7%🟢
2012: +9.5%🟢
2013: +58.4%🟢
2014: -5.3%🔴
2015: +46.6%🟢
2016: +1.9%🟢
2017: +32.9%🟢
2018: -0.8%🔴
2019: +28.2%🟢
2020: +30.9%🟢
2021: +65.3%🟢
2022: -39.1%🔴
2023: +58.3%🟢
2024: +36%🟢
2025*: +71.4%🟢 (So far)

[*Walter Bloomberg @DeItaone]

JPMORGAN SAYS S&P 500 COULD REACH 8,000 IN 2026 WITH MORE FED EASING

JPMorgan says the S&P 500 could climb to 7,500 by year-end 2026, and potentially surpass 8,000 if the Federal Reserve cuts rates more aggressively than expected.

In its 2026 Global Equity Outlook, the bank forecasts double-digit global equity gains, driven by strong earnings, lower rates, and easing policy pressures. The U.S. is expected to remain the main growth engine, supported by a resilient economy and an AI-driven investment boom.

JPMorgan projects 13–15% earnings growth for U.S. companies over the next two years and says high valuations are justified by accelerating AI capex, rising shareholder payouts, and potential policy tailwinds.

The bank also warned that rapid AI disruption could amplify existing economic imbalances and lead to volatile investor sentiment.

[The Kobeissi Letter @KobeissiLetter]

The S&P 500 is down -3% from its record high and up +110 points today.

Meanwhile, "Extreme Fear" remains in the market.

Once again, this is NOT what you see before a crash.

[Evan @StockMKTNewz]

MICHAEL WILSON SEES US STOCK PULLBACK COMING TO AN END

US stock markets are likely nearing the end of the recent selloff, according to Morgan Stanley strategist Michael Wilson, who reiterated his bullish outlook for next year

The banks views “any further weakness in the short-term as an opportunity to add long exposure into next year”

The strategists expect the S&P 500 to rally to 7,800 a year from now, making it among the highest predictions among other Wall Street firms tracked by Bloomberg

The forecast implies about an 18% rally from current levels

(Source Bloomberg)

[The Kobeissi Letter @KobeissiLetter]

Morgan Stanley on "AI Bubble" Fears:

“Any weakness in the short-term is an opportunity to add long exposure into 2026."

Morgan Stanley is now calling for a +1,000 POINT rally in the S&P 500 over the next 12 months, to 7,800.

Use the volatility to your advantage.

[*Walter Bloomberg @DeItaone]

MORGAN STANLEY: BUY THE DIP NOW FOR 2026 GAINS

Michael Wilson says the current stock market pressure is a tactical correction caused by Fed liquidity jitters, NOT fundamental deterioration.

🔸 The damage "under the surface" suggests the correction is nearing its end.

🔸 Wilson remains highly bullish, expecting the Fed to cut rates and forecasting 17% EPS growth in 2026.

🔸 Action: Use this weakness as a chance to buy.

Focus Areas (Overweight):
Small Caps, Consumer Discretionary, Healthcare, Industrials, and Financials.

[*Walter Bloomberg @DeItaone]

DEUTSCHE BANK SETS 2026 S&P 500 TARGET AT 8,000

Deutsche Bank expects the S&P 500 to reach 8,000 by end-2026, the most bullish call on Wall Street. Strategist Matthew Luzzetti cites rapid AI investment as a key driver of market sentiment and productivity gains, though the bank warns of continued volatility.

The U.S. economy is forecast to re-accelerate as trade uncertainty eases and tax cuts lift incomes, with S&P 500 earnings projected at $320. Germany is expected to post a strong rebound, Europe to slow slightly before improving, China to moderate, and India to continue its rise.

Inflation should keep easing, with Deutsche Bank expecting two Fed rate cuts and the ECB staying on hold until at least mid-2027.

[Investing visuals @InvestingVisual]

MAG7 ranked by past 5 years performance:

1| $NVDA +1,249%
2| $AVGO +761%
3| $GOOGL +235%
4| $MSFT +132%
5| $AAPL +119%
6| $META +113%
7| $AMZN +38%

[Bourbon Capital @BourbonCap]

$GOOG and $AAPL are the only tech stocks near all time highs during this sell off

% Decline From Record High:

$GOOG all time high
Apple $AAPL -1%
Cisco Systems $CSCO -3%
Taiwan Semiconductor $TSM -8%
Intuitive Surgical $ISRG -8%
Broadcom $AVGO -12%
KLA Corporation $KLAC -11%
Applied Materials $AMAT -12%
Microsoft $MSFT -13%
Amazon $AMZN -13%
Lam Research $LRCX -14%
Nvidia $NVDA -14%
Uber $UBER -16%
ASML $ASML -17%
Shopify $SHOP -17%
Palo Alto Networks $PANW -17%
Micron Technology $MU -18%
Booking Holdings $BKNG -18%
Intuit $INTU -18%
Tesla $TSLA -19%
Cadence Design $CDNS -20%
Netflix $NFLX -22%
AMD $AMD -23%
Meta $META -25%
Palantir $PLTR -25%
Kraken Robotics $PNG.TO -27%
Arista Networks $ANET -28%
Texas Instruments $TXN -28%
Arm Holdings $ARM -29%
Robinhood $HOOD -30%
ServiceNow $NOW -31%
DoorDash $DASH -33%
Dell $DELL -32%
Symbotic $SYM -34%
Salesforce $CRM -38%
Marvell Technology $MRVL -39%
Nebius Group $NBIS -39%
Synopsys $SNPS -40%
Oracle $ORCL -40%
Adobe $ADBE -52%

[Carbon Finance @carbonfinancex]

10 Tech Stocks in a Bear Market:

1/ $META: -25%
2/ $HOOD: -30%
3/ $NBIS: -41%
4/ $ADBE: -42%
5/ $ORCL: -43%
6/ $RGTI: -59%
7/ $CRWV: -62%
8/ $DUOL: 68%
9/ $FIG: -76%
10/ $BMNR: -84%

[Shay Boloor @StockSavvyShay]

THE TOP GROWTH PERFORMERS OF 2025

1. $IREN +330%
2. $OPEN +322%
3. $OKLO +316%
4. $MP +254%
5. $CIFR +205%
6. $NBIS +201%
7. $HOOD +188%
8. $PL +176%
9. $ONDS +163%
10. $JMIA +158%
11. $EOSE +154%
12. $MU +146%
13. $ASTS +143%
14. $QBTS +143%
15. $PGY +133%

[Charlie Bilello @charliebilello]

% Below All-Time High
Apple: -2%
Google: -2%
S&P 500: -5%
Gold: -7%
Amazon: -15%
Microsoft: -15%
Nvidia: -16%
Tesla: -20%
Meta: -25%
Palantir: -26%
Bitcoin: -33%
Ethereum: -45%
Coinbase: -46%
MicroStrategy: -69%
Dogecoin: -81%
Trump Coin: -92%
Fartcoin: -93%
Melania Coin: -99%

[Shay Boloor @StockSavvyShay]

Brutal pullbacks across a lot of the Fintwit favorites from their 52-week highs:

• $BMNR -82%
• $DUOL -70%
• $CRWV -64%
• $RGTI -63%
• $IONQ -54%
• $OKLO -54%
• $UUUU -53%
• $HIMS -52%
• $IREN -49%
• $ASTS -48%
• $ONDS -46%
• $CIFR -46%
• $OSCR -43%
• $ORCL -41%

[The Kobeissi Letter @KobeissiLetter]

Percentage Decline From Record High:

1. Oracle, $ORCL: -44%
2. Palantir, $PLTR: -30%
3. Meta, $META: -27%
4. AMD, $AMD: -27%
5. Tesla, $TSLA: -22%
6. Netflix, $NFLX: -22%
7. Nvidia, $NVDA: -19%
8. Amazon, $AMZN: -17%
9. Microsoft, $MSFT: -16%
10. Broadcom, $AVGO: -15%

Many of the market's largest names have ALREADY experienced another bear market.

[Charlie Bilello @charliebilello]

% Below 52-Week High
Google: -4%
Apple: -4%
S&P 500: -4%
Gold: -7%
Microsoft: -9%
Amazon: -14%
Nvidia: -15%
Tesla: -18%
Palantir: -19%
Meta: -25%
Bitcoin: -27%
Ethereum: -38%
Coinbase: -42%
MicroStrategy: -62%
Dogecoin: -67%
Fartcoin: -90%
Trump Coin: -91%
Melania Coin: -99%

[Investing visuals @InvestingVisual]

MAG7 ranked by YTD performance:

1 | $GOOGL +52%
2 | $AVGO +47%
3 | $NVDA +32%
4 | $MSFT +18%
5 | $AAPL +10%
6 | $AMZN +2
7 | $META flat.