Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — December 27, 2025
Today’s podcast episode was created from the following stories:
S&P Futures Muted in Thin Post-Christmas Trade
U.S. equity futures were flat in light, post-holiday trading as the 10-year Treasury yield hovered near 4.15%, a day after the S&P 500 set a new record. Markets still expect two Fed rate cuts next year, while stock-specific moves ranged from Nike’s pop on insider buying to Sanofi’s deal for Dynavax; Asia closed broadly higher and China announced sanctions on select U.S. defense firms. With a quiet data calendar, rates and year-end seasonality remain in focus.
This dividend giant yielding 4.5% is Wall Street’s top telecom pick for 2026
JPMorgan named AT&T its lone top telecom pick for 2026 with an Overweight rating and a $33 price target, implying roughly 35% upside and supported by a ~4.5% forward yield. The call leans on gains in postpaid wireless, accelerating fiber momentum, and moderating capex that could bolster free cash flow for debt reduction and the dividend. Consensus remains a Moderate Buy, with most analysts seeing room for appreciation from current levels.
AI Bubble Fears Scaring You Off? Buy This Magnificent 7 Stock for Stability.
With investors skeptical of ever-rising AI capex, Apple stands out as a steadier play: it’s layering AI features at a deliberate pace and leaning into privacy as a differentiator. While that measured approach could cushion the stock if AI exuberance fades, Apple’s rich ~34x forward P/E and modest average price target imply tempered upside into 2026. Net-net, it’s a defensive mega-cap option rather than a high-beta AI bet.
These 5 ‘Boring’ AI Stocks Tripled While Everyone Chased Nvidia
Behind the AI headlines, infrastructure names — Lumentum, Celestica, Western Digital, Seagate, and Micron — more than tripled in 2025 as data center spending and demand for memory, storage, and optical networking surged. The rotation highlights how “picks-and-shovels” suppliers can outpace marquee chip designers when capex cycles accelerate. Still, analysts flag slower growth ahead into 2027, a reminder not to chase yesterday’s leaders.
