AVGE: Strong Start, But Shaky End In Mixed 2025 — Neutral

AVGE   Seeking Alpha — December 25, 2025

Avantis All Equity Markets ETF has underperformed the passive ACWI index, particularly in late 2025, due to sector and regional misallocation. AVGE's active management and fund-of-funds structure have not delivered superior returns, with a higher beta (1.04) and lower Sharpe ratio (0.84) than peers. The ETF's portfolio is overweight energy and emerging markets, underweight tech, and includes all Avantis offerings, diluting its effectiveness versus benchmarks.

image for news AVGE: Strong Start, But Shaky End In Mixed 2025

Why 2026 Will Be the Year of the Tesla Robotaxi — Neutral

TSLA   The Motley Fool — December 25, 2025

Tesla plans to begin Cybercab production in 2026, but it still needs key regulatory approvals for the vehicles to operate. The case for robotaxis is strong, but Tesla's autonomous vehicles may take longer than expected to get regulatory clearance.

image for news Why 2026 Will Be the Year of the Tesla Robotaxi

FNDF Over EFA: Escaping The Market-Cap Trap With Fundamental Indexing — Positive

EFA  FNDF   Seeking Alpha — December 25, 2025

The Schwab Fundamental International Equity ETF (FNDF) earns a buy rating for its fundamentals-based, value-oriented smart beta approach, outperforming market-cap weighted peers. FNDF's broader geographic reach, including a 7.55% allocation to South Korea, and sector tilt toward hard assets position it for value rotation and supply chain shifts. FNDF trades at a significant valuation discount (P/E 12.15 vs. EFA's 15.21) and offers higher risk-adjusted returns and better capital preservation in volatile environments.

image for news FNDF Over EFA: Escaping The Market-Cap Trap With Fundamental Indexing

Tim Cook just gave Nike a much-needed holiday boost — Positive

NKE   Business Insider — December 25, 2025

Tim Cook bought $3 million in Nike shares, nearly doubling his stake in the company. Nike shares jumped after Cook's purchase, signaling support for CEO Elliott Hill's turnaround plan.

image for news Tim Cook just gave Nike a much-needed holiday boost

Global X Copper Miners ETF is rated a long-term Buy, driven by structural demand from AI data centers and the energy transition. COPX outperforms peers on momentum, liquidity, and expenses, with superior past price performance and strong Seeking Alpha ratings. Valuation remains attractive as P/E and P/B ratios have contracted despite a robust year, reflecting earnings expansion.

image for news COPX: Copper Outlook And Long-Term AI, Energy Transition Tailwinds Support Rally

Tesla Robotaxis Are Big on Wall St. but Lagging on Roads — Positive

TSLA   NYTimes — December 25, 2025

Shares of Tesla have hit new highs on optimism about the company's self-driving taxis. But experts say Tesla is far behind Waymo, which has a big head start.

image for news Tesla Robotaxis Are Big on Wall St. but Lagging on Roads

Lucid Touches All-Time Lows. Is It Finally Time for Investors to Risk Buying? — Positive

LCID   The Motley Fool — December 25, 2025

Lucid has shed roughly 50% of its value this year, while Rivian and Tesla have posted significant gains. Lucid sent a message to investors acknowledging a rough period but promising transparency and strong liquidity.

image for news Lucid Touches All-Time Lows. Is It Finally Time for Investors to Risk Buying?

Stocks with the most ‘Buy' analyst recommendations for 2026 — Positive

AMZN  AVGO  NVDA   Finbold — December 25, 2025

Wall Street remains bullish on a number of companies, but only some of them enjoy an overwhelmingly ‘Buy' consensus. As the new year is fast approaching, Finbold has come up with a list of 3 stocks with the most ‘Buy' analyst recommendations for 2026.

image for news Stocks with the most ‘Buy' analyst recommendations for 2026

$1,000 invested in Nvidia stock at the start of 2025 returned — Positive

NVDA   Finbold — December 25, 2025

Nvidia is wrapping up 2025 on a strong note, with its stock extending a powerful year-long rally despite some volatility in recent sessions. Shares of the AI chipmaker closed at $188.61 on December 24, marking a 40.45% gain year to date.

image for news $1,000 invested in Nvidia stock at the start of 2025 returned

Where Will Realty Income Stock Be in 5 Years? — Positive

O   The Motley Fool — December 25, 2025

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).

image for news Where Will Realty Income Stock Be in 5 Years?

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.

image for news Tuya Smart Launches "Hey Tuya:" A Super AI Life Assistant Bringing Physical AI to Everyday Life

Billionaires Are Buying an AI Stock That Could Be the Apple of the 2030s — Positive

META   The Motley Fool — December 25, 2025

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.

image for news Billionaires Are Buying an AI Stock That Could Be the Apple of the 2030s

EOG Resources: Buy The Dip For A Reputable Producer — Positive

EOG   Seeking Alpha — December 25, 2025

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.

image for news EOG Resources: Buy The Dip For A Reputable Producer

5 Beloved Stocks on Wall Street I'd Sell Right Now — Negative

AAPL  BYND  MSTR  PLTR  TSLA   The Motley Fool — December 25, 2025

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.

image for news 5 Beloved Stocks on Wall Street I'd Sell Right Now

Could TJX Reach $200 in 2026? The Answer May Blow Your Mind. — Positive

TJX   The Motley Fool — December 25, 2025

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.

image for news Could TJX Reach $200 in 2026? The Answer May Blow Your Mind.

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.

image for news What Will Drive Starbucks (SBUX) Stock in 2026? 3 Important Factors Investors Must Watch.

Navan: A Misunderstood AI Beneficiary — Positive

NAVN   Seeking Alpha — December 25, 2025

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.

image for news Navan: A Misunderstood AI Beneficiary

Honeywell: Stable Margins Hiding Behind Portfolio Noise — Positive

HON   Seeking Alpha — December 25, 2025

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.

image for news Honeywell: Stable Margins Hiding Behind Portfolio Noise

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.

image for news China says it hopes firms seek lawful, balanced solutions over TikTok deal

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.

image for news ISCF: Japan-Heavy ETF With Banner 2025, Yet Skeptical Stance Is Warranted For 2026