Palantir Stock Up 162% in One Year: Is it Too Late to Buy?
Palantir Technologies (PLTR) experienced a 162% stock surge over the past year, fueled by robust performance in its commercial segment and optimism surrounding its Artificial Intelligence Platform (AIP), leading institutional analysts to scrutinize whether the current valuation still offers a compelling entry point.
Black Friday 2025: Record $11.8B Online Spending Amidst Inflation Fears
Black Friday 2025 saw record e-commerce sales hitting $11.8 billion, a 9.5% increase year-over-year, driven by deep discounting and 'buy now, pay later' adoption, even as consumer sentiment surveys indicated elevated financial anxiety.
10-Year Treasury at 4.02%: Fixed Income Strategy for December
The 10-year Treasury yield stabilizing near 4.02% presents a pivotal moment for fixed income investors, requiring strategic adjustments focused on managing duration and leveraging current yield levels before potential Federal Reserve policy shifts in the new year.
Energy Efficient Home Upgrades: Claim $3,200 Tax Credit Before 2025
The expanded Energy Efficient Home Improvement Tax Credit, authorized by the Inflation Reduction Act (IRA), provides homeowners with a substantial financial incentive, offering up to $3,200 annually for qualifying energy upgrades, significantly reducing the effective cost of capital improvements before the 2025 deadline.
Unemployment at 4.4%: Labor market cooling and investment implications
The increase in the US unemployment rate to 4.4% suggests a decisive shift in the labor market cooling narrative, potentially paving the way for Federal Reserve rate cuts and creating distinct opportunities in interest-rate sensitive investment sectors.
Immigration Decline 1 Million in 2025: Housing Market Impact
The projected 1 million reduction in US immigration for 2025 is set to significantly decelerate housing demand growth, potentially easing rental price pressures in key gateway cities like New York and Los Angeles, according to economic models.
S&P 500 rotation away from AI stocks: December market shift impact
The S&P 500 experienced a significant rotation away from artificial intelligence stocks in December 2025, shifting investor capital toward value and defensive sectors amid concerns over AI valuation sustainability and macroeconomic headwinds.
Healthcare stocks surge 9.3% as tech retreats: what’s driving the sector rotation
Healthcare stocks rallied 9.3% amid a sector rotation out of technology, which declined 4.8%, reflecting investor reassessment of valuations, interest rates, and defensive positioning in a shifting economic environment.
AI electricity inflation: how data center demand is spiking your power bills
Electricity inflation is accelerating as artificial intelligence data centers demand record amounts of power, pushing grid strain and household energy bills higher. Industry analysts project energy-intensive AI workloads could increase U.S. electricity consumption by 10-15% within five years, creating significant cost pressures for both consumers and utilities.
Healthcare Led Markets with 9.29% Gain in November While Tech Slipped 4.81%
Healthcare equities delivered a 9.29% gain in November as investors rotated into defensive sectors, while technology stocks retreated 4.81%, signaling a significant shift in market leadership and investor risk appetite.
Tech communications divergence: why market split shocked investors
The technology sector's significant outperformance against communications stocks in 2025 reflects structural shifts in AI adoption, valuation dynamics, and interest rate sensitivity rather than temporary market noise.
Surprise Employment Data Shakes Markets: Key Analysis
This week's unexpectedly strong employment report showed 312,000 new jobs versus 180,000 forecast, triggering Treasury yield spikes and equity sell-offs. We analyze the data sources, sector anomalies, and revised Fed rate expectations driving market turbulence.