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Source document· December 31, 2025

Trump 2.0, stocks soar again, gold hits records, AI boom rolls on — Yahoo Finance's 2025 year in review

View original at finance.yahoo.com
Trump 2.0, stocks soar again, gold hits records, AI boom rolls on — Yahoo Finance's 2025 year in review When the closing bell rings on Wall Street Wednesday afternoon, the S&P 500 (^GSPC) will clinch its third straight year of double-digit gains and end the year near a record high…
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  • Called market rally the 'biggest day in financial history'

    80% confidence
  • DeepSeek AI model can rival OpenAI models for a fraction of the cost

    80% confidence
  • Authorized 90 day pause and substantially lowered reciprocal tariff to 10%, while raising China tariffs to 125%

    80% confidence
  • This is a critical time for ChatGPT after Gemini 3 release

    80% confidence
  • Stock and bond market was 'yippy' and people were jumping a bit out of line

    80% confidence
  • AI-related investment will be notably larger than $71 billion planned for 2025

    80% confidence
  • Criticized One Big Beautiful Bill as a 'disgusting abomination'

    80% confidence
  • Recommended to Berkshire board that Greg Abel be designated CEO with start date of Jan 1, 2026

    80% confidence
  • Economic outlook and labor market changes may warrant shift in Fed's interest rate stance

    80% confidence
  • Tesla's autonomous future will focus far less on selling cars

    80% confidence
  • Lisa Cook fired for alleged mortgage fraud related to buying two properties

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
Our read on the data ›
Signals we're tracking
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.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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Trump 2.0, stocks soar again, gold hits records, AI boom rolls on — Yahoo Finance's 2025 year in review — Source | Via News | ViaNews EU