Teresa Rivas

Internet stocks by and large had a great 2024, but some analysts are betting on even more gains in 2025. Citi analyst Ygal Arounian notes that multiple expansion allowed many internet stocks to outperform last year, but the group doesn’t look overly expensive. Coupled with strong fundamentals and the ongoing benefits of generative artificial intelligence, that sets the group up to do well again.

The outdoor-goods retailer is emerging from a rough patch, and its shares are cheap. Look for the stock to bounce back in 2025.

Just a few trading days in, and it already looks like another tech-driven year, with artificial intelligence once again at the forefront. New Street Research has eight tech picks to start 2025. As of Tuesday’s close the S&P 500 was up 0.5% since the start of the year, while the Nasdaq Composite has climbed 0.9%.

Artificial intelligence is once again leading the market. New Street Research has tech picks to start 2025. Pierre Ferragu’s four picks for 2025 are Micron, Infineon, Nvidia, and Taiwan Semiconductor Manufacturing, with his current price targets implying upside of 42%, 47%, 43%, and 31%, respectively.

As Deutsche Bank strategist Henry Allen notes, large stock market declines without a recession are infrequent, but not impossible.

With the company slated to report key holiday quarter results on Jan. 23, he’s not expecting any real rebound in its anemic sales figures beyond a few green shoots. China is a huge a growing market for luxury, so that nation’s prolonged economic slump has been a drag for the group. The upshot is that companies like LVMH have seen their share prices sag even as the broader market reaches new highs.

Western apparel retailer Boot Barn is the latest company benefiting from Americans’ love of distinctive footwear.

The Treasury will soon have to start running down its cash reserves and turn to “extraordinary measures” to pay the government’s bills.

United Airlines outperformed six of the Magnificent Seven stocks last year, while Delta and American Airlines also notched double digit returns.