Seven Themes Investors Should Focus On In 2026

TalkMarkets - Sat, 12/13/2025 - 13:40
It's worth reflecting back on the remarkable period we've just experienced. For the sixth time in seven years, the stock market has delivered double-digit returns. Now, here are seven key themes likely to shape markets in 2026.

The 10 Largest Companies - Saturday, Dec. 13

TalkMarkets - Sat, 12/13/2025 - 13:30
Here is a short look at the 10 largest companies by market capitalization as of Saturday, Dec. 13, 2025. Additionally, I have included the percentages of their gains on a year-to-date basis. Let's dive into the numbers.

Why $190 Was The Level To Watch On Oracle

TalkMarkets - Sat, 12/13/2025 - 13:20
24 hours before Oracle's earnings, someone bought 24,000 puts at exactly one strike: $190. The next morning, Oracle gapped down and stopped right there. They understood something most traders miss about how stocks behave after disappointing earnings.

The DC Energy Bill Investors Are Watching Next

TalkMarkets - Sat, 12/13/2025 - 13:00
It may have been easy to miss a stealthy bipartisan bill that passed this week in the U.S. House of Representatives. Yet, the “hidden” in plain sight House bill could have critical infrastructure implications over the near- and long-term.

This Year’s REIT Winners And Losers

TalkMarkets - Sat, 12/13/2025 - 12:40
In the commercial real estate sectors that we follow so closely, there were clear winners and losers. Today, we’ll have a closer look at which property sectors made the most of 2025, and which fell short.

Rocket Lab Launches Higher As SpaceX Prepares For 2026 IPO

TalkMarkets - Sat, 12/13/2025 - 12:20
​​​​​​​Rocket Lab stock surged 10% in recent trading, closing the week at $61.49 per share, fueled by fresh reports that Elon Musk's SpaceX is gearing up for a blockbuster initial public offering in 2026.

Eli Lilly Dividend Increase

TalkMarkets - Sat, 12/13/2025 - 12:10
On Dec. 8, 2025, Eli Lilly increased its dividend by 15.33%, from $1.50 to $1.73 per share. The dividend is payable on March 10, 2026 to shareholders of record on Feb. 13, 2026.

Think Ahead: A Busy Week Of Central Bank Rate Decisions

TalkMarkets - Sat, 12/13/2025 - 12:00
The Bank of England, the National Bank of Hungary, the Czech National Bank, and the Central Bank of Armenia all meet next week to decide on the direction for interest rates. Here's what we're expecting.

Wall Street's Top 10 Stock Calls This Week - Saturday, Dec. 13

TalkMarkets - Sat, 12/13/2025 - 11:40
What has Wall Street been buzzing about this week? Here is a quick look at the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the trading week of Dec. 8-12, 2025.

AT&T Versus Comcast: Which Telecom Stock Should You Bet On?

TalkMarkets - Sat, 12/13/2025 - 11:20
With deep industry acumen, both AT&T and Comcast hold a strong foothold in the highly competitive U.S. telecom sector. Given the numerous factors driving growth in the space, which stock would be the better bet?

Next Week: Six G-10 Central Banks Meet, But Only Two Move - BOE Cuts And BOJ Hikes

TalkMarkets - Sat, 12/13/2025 - 11:00
The Federal Reserve's rate cut coupled with new effort to provide ample reserves via T-bill purchases sent the greenback lower.

Stocks Are "As Expensive As I've Ever Seen Them"

TalkMarkets - Sat, 12/13/2025 - 10:42
Short of a dramatic surprise in the next few weeks, the markets should end 2025 with another big double-digit positive return, for the third year in a row.

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