Mid-America Apartments: The 'Sunbelt Recovery' Is Here At A Decade-High Yield — Positive

MAA   Seeking Alpha — December 29, 2025

Mid-America Apartments is a "Strong Buy," with an expectation of robust 2026 growth as Sunbelt supply headwinds subside. MAA trades at a decade-high yield (~4.4%), offering a high-quality, resilient business model poised for 8% annual returns even without multiple expansion. Consensus sees new supply in MAA's markets reverting to pre-pandemic levels by next year, supporting a recovery in pricing power and operating performance.

image for news Mid-America Apartments: The 'Sunbelt Recovery' Is Here At A Decade-High Yield

Gold, silver see heavy profit taking after both hit new highs — Negative

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  SIL  SILJ  SIVR  SLV  SLVP  UGL   Kitco — December 29, 2025

Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.

image for news Gold, silver see heavy profit taking after both hit new highs

2 Oil Stocks Rising Amid Geopolitical Tensions — Positive

APA  DVN   Schaeffers Research — December 29, 2025

Oil stocks are moving higher today after the most recent talks between President Donald Trump and Ukrainian leader Volodymyr Zelenskyy regarding Russia and Ukraine.

image for news 2 Oil Stocks Rising Amid Geopolitical Tensions

Is Realty Income's 5.7% Yield Attractive Enough to Buy the Stock Now? — Positive

O   Zacks Investment Research — December 29, 2025

O's 5.7% dividend yield stands out, but recent share weakness, mixed estimates and valuation concerns question whether now is the time to buy.

image for news Is Realty Income's 5.7% Yield Attractive Enough to Buy the Stock Now?

Can Microsoft Stock Rally on Dynamics 365 Business Applications? — Positive

MSFT   Zacks Investment Research — December 29, 2025

MSFT's Dynamics 365 revenues jump 21% in Q1 FY26, fueled by AI Copilot adoption and enterprise demand, making business apps a key stock catalyst.

image for news Can Microsoft Stock Rally on Dynamics 365 Business Applications?

Crypto Comeback in 2026? 4 Stocks to Ride the Bitcoin Rally — Positive

CME  HOOD  KLAR  SOFI   Zacks Investment Research — December 29, 2025

Bitcoin's wild 2025 ride, shifting sentiment and growing ETF inflows may drive HOOD, KLAR, SOFI and CME stocks in 2026.

image for news Crypto Comeback in 2026? 4 Stocks to Ride the Bitcoin Rally

Virtu Financial Stumbles, Valuation Shines: Buy After the 24% Dip? — Positive

VIRT   Zacks Investment Research — December 29, 2025

VIRT shares are down nearly 24% in six months, but a low forward P/E, rising margins and strong growth forecasts fuel rebound hopes.

image for news Virtu Financial Stumbles, Valuation Shines: Buy After the 24% Dip?

Can NIKE's "Sport Offense" Reignite Growth Across Key Markets? — Positive

NKE   Zacks Investment Research — December 29, 2025

NKE is betting on its Sport Offense sport-led innovation and faster cycles to rebuild brand heat, fix channels and reignite growth across key markets.

image for news Can NIKE's "Sport Offense" Reignite Growth Across Key Markets?

Mango Momentum Builds: Will AVO Crack the Year-Round Supply Code? — Positive

AVO   Zacks Investment Research — December 29, 2025

Mission Produce's mango business gains traction as diversified sourcing and logistics aim to crack year-round supply, testing if mangoes can scale like avocados.

image for news Mango Momentum Builds: Will AVO Crack the Year-Round Supply Code?

Brinker International Gains From Chili's Momentum Amid Cost Pressures — Positive

EAT   Zacks Investment Research — December 29, 2025

EAT rides Chili's traffic gains, remodels and menu upgrades as margins expand despite inflation and Maggiano's softness.

image for news Brinker International Gains From Chili's Momentum Amid Cost Pressures

S&P 500 2026 Outlook: Why The Fed Is The Whole Story — Neutral

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   Seeking Alpha — December 29, 2025

Key 2026 investment themes include AI-driven market dynamics, macroeconomic headwinds, and U.S. government debt management challenges. Relatively high price‑to‑earnings multiples are easier to justify when Treasury yields are trending lower.

image for news S&P 500 2026 Outlook: Why The Fed Is The Whole Story

Can IBM's AI Investments Secure Future Market Leadership? — Positive

IBM   Zacks Investment Research — December 29, 2025

International Business Machines teams up with Pearson to roll out AI-powered learning tools, expanding its AI footprint in education and enterprise solutions.

image for news Can IBM's AI Investments Secure Future Market Leadership?

Disney vs. Comcast: Which Media Giant Has Better Upside Potential? — Positive

CMCSA  DIS   Zacks Investment Research — December 29, 2025

DIS' streaming turnaround to $1.33 billion profit and record $10 billion Experiences income highlight why DIS may offer stronger upside than CMCSA.

image for news Disney vs. Comcast: Which Media Giant Has Better Upside Potential?

Rosenberg Research's David Rosenberg on what's driving the rise in gold prices — Neutral

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  UGL   CNBC Television — December 29, 2025

David Rosenberg, founder and president of Rosenberg Research, joins CNBC's ‘Money Movers' to discuss his take on the rising prices of gold and silver this year, his outlook on the overall economy, and more.

image for news Rosenberg Research's David Rosenberg on what's driving the rise in gold prices

Can CommScope's Fiber Optics Focus Drive Long-Term Growth? — Positive

COMM   Zacks Investment Research — December 29, 2025

COMM pushes fiber-optic innovation with high-performance solutions for data centers and edge networks, targeting faster, reliable 40G/100G connectivity.

image for news Can CommScope's Fiber Optics Focus Drive Long-Term Growth?

S&P 500 Outlook 2026: Gold, Silver And Defense Raw Materials - Growth Opportunities — Positive

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   Seeking Alpha — December 29, 2025

The U.S. stock market's 2026 SPX price target is set at $7,700, reflecting optimism for precious metals and defense-related sectors amid recession risks. Gold and silver are expected to outperform, driven by safe-haven demand, central bank buying, and geopolitical tensions; gold could reach $5,000/oz, silver $87/oz.

image for news S&P 500 Outlook 2026: Gold, Silver And Defense Raw Materials - Growth Opportunities

Nvidia (NASDAQ:NVDA) has become the face of the artificial intelligence (AI) boom, powering much of the infrastructure behind generative AI and data centers.

image for news If You Invested $10,000 in Nvidia 10 Years Ago, Here's How Much You Would Have Today

Byron Deeter, partner at Bessemer Venture Partners, joins CNBC's ‘Squawk on the Street' to discuss why AI software will be a key focus next year, where he sees opportunities in the AI boom, and more.

image for news 2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter

Is TJX's Q4 Comps Guidance Too Conservative Given Recent Momentum? — Positive

TJX   Zacks Investment Research — December 29, 2025

The TJX Companies guides Q4 comparable sales growth of 2-3%, below recent quarters, reflecting caution despite strong Q3 momentum.

image for news Is TJX's Q4 Comps Guidance Too Conservative Given Recent Momentum?

The S&P 500 ( NYSE:SPY ) has a concentration problem.

image for news The S&P 500 Is Too Exposed To Big Tech, Time To Buy JPMorgan's Mid Cap Equity ETF Instead