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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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  • Fed maintains outlook for another rate cut next year

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

    80% confidence
  • AI data center market could grow to $1 trillion by 2030

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

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

    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
  • Expecting year-end rally and another big year next year

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

    80% confidence
  • Demand for AI is insatiable

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

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
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.
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
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
We flag conflicts openly ›
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