Week of Dec 29, 2025 – Jan 2, 2026 (Holiday-shortened: markets closed Thu 1/1.)

Weekly Market Summary:

Momentum returned to megacap tech and AI-exposed names, lifting the S&P 500 and Nasdaq to fresh closing highs by week’s end. Risk appetite improved as rate-cut odds for December firmed and credit spreads steadied. Energy lagged on softer crude while small caps participated late in the week as yields eased. Earnings and guidance from a handful of large software and consumer names skewed positive, supporting multiple expansion. Into Friday, breadth broadened and volatility compressed, consistent with a year-end drift higher.

Five Stocks Worth Watching:

• Nvidia (NVDA) — leadership intact; flows remain the market’s AI barometer.
• Microsoft (MSFT) — steady bid on cloud/AI prints; index weight a key support.
• Broadcom (AVGO) — into earnings with elevated expectations on AI networking.
• Salesforce (CRM) — demand signals for enterprise software showing resilience.
• Exxon Mobil (XOM) — under pressure with crude; watch for tactical reversals.

What The Prediction Markets Says (As Of November 21, 2025):

• Polymarket — NCAA College Football Champion For 2026? (43% to Indiana, 22% to Oregon, 21% to Miami (FL), 14% to Ole Miss)
• Kalshi — NHL’s 2026 Winter Classic Winner? (44% to New York Rangers, 57% to Florida Panthers)
• PredictIt — Will Trump pardon Edward Snowden or commute his sentence before July 2026? (Yes @ $0.05, No @ $0.95)
• Smarkets — Who will win the 2028 United States presidential election? (28.17% to JD Vance, 16.95% to Gavin Newson, 7.41% to Alexandria Ocasio-Cortez, 2.50% to Donald Trump, Jr.)
• Manifold — OpenAI and Anthropic will both hit their 2026 revenue goals in 2026? (70% to Yes, 30% to No)

Please note that stock market investments carry inherent risks, and past performance does not guarantee future results.

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