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As 2025 winds down, leading tech stocks once again helped lead the market higher by double-digit percentages. Continued strong momentum in the sector should continue through December and into 2026, making now a good time to look at two tech stocks to see if they are worth buying before the end of the year.
Companies that service power grids are surging, and analysts at JPMorgan and elsewhere see that trend continuing amid the AI boom and push for electrification.
One such opportunity is Celestica — a high‑beta, AI/semiconductor play that’s pulled back ~10% after huge gains; speculative and volatile (≈37.5x forward P/E) but offers big upside for growth‑oriented investors.
Next Winners. Hi everyone. Longtime readers know I’m a big fan of the Dan Benton school of investing. Benton, who once ran the world’s largest technology hedge fund, prioritized finding the best product cycles that can drive positive earnings surprises. When it comes to picking tech stocks, products can mean more than valuations.
More competition is coming for the “juicy profit margins” of the “Magnificent Seven,” Ed Yardeni said, and he’s ready to look elsewhere for gains.
Alphabet ( GOOG 2.55%)( GOOGL 2.51%) has made an impressive turnaround this year. In April, its share price sank as low as $141. It's currently sitting above $300 and is up nearly 69% year to date (as of Dec. 5).
The AI boom is having a ripple effect. We’ve seen interest in nuclear and geothermal energy spike. Now, you can add grid tech to the list.
Investors are picking regular companies over the tech sector for the first time in a while. The Dow Jones Industrial Average climbed 1.2% midday and hit a new intraday record above 48600 while the S&P 500 and Nasdaq composite slid,
Shares of Bloom Energy (NYSE: BE) plunged 19.5% this week through 11:40 a.m. ET Friday, according to data provided by S&P Global Market Intelligence. There's no company-specific news, but updates from a customer are rattling investors in the hydrogen stock and compelling some to take some profits off the table. Image source: Getty Images.
Canada's main stock index opened lower on Thursday, with technology stocks leading losses, as renewed fears about lofty valuations following Oracle's disappointing results outweighed a widely expected rate cut from the U.