Realty Income today is a top REIT with a diversified portfolio and a high dividend yield that's attractive to income investors. Key trends impacting the REIT's future include growth in real estate financing (particularly in Europe).

Is the real-life J.A.R.V.I.S AI assistant from Marvel's Iron Man movies almost here? HANGZHOU, China , Dec. 25, 2025 /PRNewswire/ -- Tuya Smart (NYSE: TUYA; HKEX: 2391), a global AI cloud platform service provider, today announced the launch of Hey Tuya, a next-generation Super AI Life Assistant designed to seamlessly integrate artificial intelligence into daily life.

Meta recently debuted its first pair of augmented reality smart glasses, a stepping stone along a roadmap that leads to fully-immersive glasses powered by superintelligence. Just as smartphones have replaced personal computers for many tasks, Mark Zuckerberg says smart glasses will displace smartphones as our primary computing devices in the future.

EOG Resources trades near 50-week lows despite peer-leading operational efficiency and robust shareholder returns. EOG maintains a 4% dividend, ongoing share repurchases, and targets an 8% FCF yield at $65 WTI, backed by a strong balance sheet. The $5.6B Encino acquisition expands EOG's Utica Shale footprint, unlocking 2+ billion barrels of resources and $150M in first-year synergies.

Investors have every reason to smile, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite, respectively, climbing by 14% to 20% year-to-date. Unfortunately, historical headwinds are mounting for the stock market.

The TJX Companies remains one of the best-performing retail stocks. Up 340% over the past decade, a 28% jump in 2026 isn't so far-fetched.

Starbucks is in the middle of turning its business around, with a focus on boosting customer engagement. Partnering with a Chinese investment firm to bolster its position in China could help Starbucks achieve long-term success in that critical market.

Navan leverages proprietary AI and data scale to disrupt business travel management, driving improved user experience and financials. NAVN's revenue growth remains robust at 29% YoY, with increasing gross margins as AI automates more user interactions and operating leverage improves. Shares trade at a deep discount to IPO, reflecting high-risk/high-reward dynamics amid economic sensitivity and intensifying competition.

Honeywell offers durable earnings and margin stability, driven by Aerospace aftermarket and service-led automation, yet trades at a discounted industrial valuation. Portfolio simplification and spinoffs, including Solstice Advanced Materials and Automation/Aerospace separations, are expected to enhance earnings quality and margin predictability by FY27. Guidance for FY25 includes 6% organic revenue growth, adjusted EPS of $10.6–$10.7, and segment margins of 22.9–23.0%, with margin recovery anticipated post-portfolio reset.

The Chinese government would like to see companies reach solutions that comply with Chinese laws and regulations and balance the interests of all parties, a commerce ministry spokesperson said on Thursday when asked about the hand-over of TikTok's U.S. operations.

iShares International Small-Cap Equity Factor ETF offers exposure to around 1,097 developed-world small-cap equities selected using a nuanced factor-driven process. Heavy in Japanese and UK stocks, ISCF has beaten IVV by about 14.9% in 2025, supported by the robust performance of the euro, pound sterling, and Australian dollar. Nevertheless, over March 2023–November 2025, with its 15.13% annualized return, ISCF significantly underperformed IVV and SPDW.

Gold and silver prices hold firm following Christmas trading, as technical support, Fed policy outlook, and global uncertainty support the uptrend.

Natural gas and oil prices stall during the Christmas shutdown as geopolitical risks, falling US rigs, and key resistance levels shape the near-term outlook.

TSMC's foundry models allow it to manufacture specialized chips that tech companies design themselves. TSMC has a virtual monopoly on artificial intelligence (AI) chip manufacturing.

Immatics executes a three-wave strategy, progressing from melanoma treatment to broader solid tumors and scalable bispecific TCR therapeutics. IMTX's $505.8M cash position funds operations through 2027, covering BLA submission and anticipated commercial launch, reducing near-term financing risk. Anzu-cel's Phase 3 SUPRAME trial and IMA203CD8's promising ovarian cancer data support a robust, expanding clinical pipeline with significant addressable markets.

Despite rising 84% YTD, StoneCo stock remains >80% below its highs and has stalled recently. The Linx divestiture is part of the reason, but there is more to the story. The credit portfolio surged 27% sequentially in Q3, while NPLs ticked up to 5.03%, triggering investor PTSD of the 2021 credit collapse that wiped out 80% of StoneCo's market value. Data shows the Credit 2.0 product is structurally immune to the 2021 flaws, protected by a direct integration with the Registry of Receivables and a fortress-like 265% coverage ratio.

WTI oil rebounded from $55 on holiday-thinned liquidity and geopolitical risks, while natural gas held a bullish structure above $2.60 amid a weakening U.S. Dollar Index.

Nuveen Churchill Direct Lending Corp. is rated a sell due to declining NAV, weak earnings, and unsustainable dividend coverage. NCDL trades at a 22.46% discount to NAV, reflecting persistent headwinds, not a value opportunity. Net investment income fell to $0.43 per share, below the $0.45 dividend, signaling risk of a future cut.

Invesco Ultra Short Duration ETF is recommended as a tactical cash-plus vehicle for parking liquidity amid current rate dynamics. GSY's active management, short duration (0.51 years), and diversified credit exposure deliver higher yields than Treasury bill-only peers. Despite a 0.22% expense ratio, GSY consistently outperforms both risk-free and cash-plus ETF peers in total return.

Palo Alto Networks remains a buy, trading at reasonable levels amid a substantially expanded $300B TAM and strong organic execution. PANW's $3.35B Chronosphere acquisition, with $160M ARR growing triple digits, offers attractive economics and strategic entry into observability. Recent M&A, including Chronosphere and CyberArk, positions PANW to compete directly with Datadog and expand beyond core cybersecurity.