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Source document· December 30, 2025

Stock market today: Dow, S&P 500, Nasdaq waver as Fed minutes show division over December rate cut

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq waver as Fed minutes show division over December rate cut US stocks wavered after the opening bell on Tuesday, as Wall Street looked to regroup after a tech-led slide to begin the final stretch of 2025…
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  • Metals and mining sector tailwinds should continue in early 2026, and the sector should outperform again as a result.

    80% confidence
  • We're in a metals war

    80% confidence
  • Globally, supply on metals from lithium to cobalt has been heavily constrained by a mixture of government policy and natural resource decline, and mining companies have faced a mix of pressures including ESG policies, long permitting timelines, and self-imposed capital efficiency requirements following the commodity price bust in the 2010s.

    80% confidence
  • Most participants judged that further downward adjustments to the target range for the federal funds rate would likely be appropriate if inflation declined over time as expected.

    80% confidence
  • If federal budgetary actions push the market downward, Molina's shares could drop below $100, which he labeled a generational buy.

    80% confidence
  • Michael Burry stated he would acquire Molina Healthcare if he had the funds.

    80% confidence
  • Molina Healthcare has the best loss ratio, best expense ratio, best win rate, and most conservative accounting among insurers.

    80% confidence
  • Tesla estimated Q4 deliveries at a 15% drop compared to the same period last year.

    80% confidence
  • Molina Healthcare has a clearer path to significant double-digit long-term growth than Apple.

    80% confidence
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Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Berkshire Hathaway
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