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Source document· December 12, 2025

Why I'm Expecting A Year-End Rally, And Another Big Year Next Year!

View original at finance.yahoo.com
Why I'm Expecting A Year-End Rally, And Another Big Year Next Year! Hard to believe there’s only 3½ weeks left in the year. But what a year it’s been…
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  • AI data center market could grow to $1 trillion by 2030

    80% confidence
  • AI is the most powerful technology force of our time

    80% confidence
  • AMD could grow by 35% a year for the next 3-5 years because of AI demand

    80% confidence
  • We are at the beginning of a new computing era

    80% confidence
  • Fed maintains outlook for another rate cut next year

    80% confidence
  • Expecting year-end rally and another big year next year

    80% confidence
  • December has a 77.8% likelihood of finishing higher in post-election years since 1950

    80% confidence
  • AI will revolutionize every industry, from healthcare to transportation

    80% confidence
  • Could possibly see 5 years or more of boom times similar to dot-com era

    80% confidence
  • Demand for AI is insatiable

    80% confidence
  • AI market is faster than anything we've seen before

    80% confidence
  • Half of a stock's price movement can be attributed to the group that it's in

    80% confidence
  • Stocks in the top 50% of Zacks Ranked Industries outperform those in the bottom 50% by a factor of 2 to 1

    80% confidence
  • Stocks with Zacks Rank #1 Strong Buy have beaten the market in 29 of the last 37 years (78% win ratio) with average annual return of more than 24% per year

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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