Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — December 26, 2025
Today’s podcast episode was created from the following stories:
This dividend-yielding tech stock looks a ‘compelling buy’ for 2026 after 2 years of underperformance
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Author: Mohit Oberoi | Date: December 24, 2024
Microsoft lagged in 2025 as heavy AI capital spending pressured near-term profitability and investor sentiment, even as cloud demand stayed strong. Analysts, including Wedbush’s Dan Ives, still see upside into 2026 with price targets around $625 and point to Microsoft’s growing cloud RPO (up 50% to $400B) and the highest dividend yield among the Magnificent 7 as support. The takeaway: elevated capex may weigh on margins now, but secular AI and cloud tailwinds keep the long-term thesis intact.
Dan Ives loves this under-the-radar AI stock for 2026
Read the full story on Barchart
Author: Nauman Khan | Date: December 25, 2025
Nebius, a fast-growing AI infrastructure provider, is on Dan Ives’s short list as a top 2026 pick and a potential acquisition target for a hyperscaler, following 355% YoY revenue growth and new capacity commitments. Despite widening GAAP losses amid heavy data center buildout, EBITDA trends are improving, and the company launched AI Cloud 3.1 with Nvidia’s Blackwell GPUs, underscoring its technical lead. The risk: a rich valuation means execution and contract momentum must stay strong.
