Morgan Stanley: The dominance of large Technology stocks will be shaken in 2025.
As profit growth slows, the seven major Technology giants may still struggle to dominate the market by 2025.
U.S. stocks closed: the S&P and Nasdaq recorded five consecutive daily losses while Small Cap stocks saw a surge in speculative trading.
① The three major Index opened high but closed low, with the S&P and Nasdaq recording a decline for the fifth consecutive day; ② Tesla's annual delivery data has decreased for the first time in over a decade; ③ USA AI Nuclear Power Concept stocks secured a government L of 1 billion dollars; ④ "Roaring Kitty" leads the way, Small Cap thematic concept stocks gained hype.
Microsoft Options Spot-On: On January 2nd, 320.14K Contracts Were Traded, With 2.35 Million Open Interest
Unusual Options Activity: ON, XOM and Others Attract Market Bets, ON V/OI Ratio Reaches 299.1
The Big 6 Stocks' Valuations Are Cheaper Than the Rest of the S&P 500 – UBS
Elon Musk and OpenAI's Sam Altman Are Battling in Court. Google Could Be the Big Winner. -- Barrons.com
