Stocks to watch in 2025 — What to watch for
Stocks are entering 2025 with mixed momentum. After a strong rally following Donald Trump’s presidential win, U.S. markets slowed in December due to the Federal Reserve lowering its forecast for interest-rate cuts. The Dow Jones had its worst month in over two years, and the S&P 500 saw its biggest drop since April, while the Nasdaq barely managed a gain. Wall Street remains hopeful about stock performance in 2025, but concerns remain around interest rate movements and the broader economic impact of Trump’s policy direction.
Here are a few key stocks and trends to watch upcoming January:
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Nvidia (NVDA): CEO Jensen Huang will open CES on Jan. 6, discussing Blackwell chips and 2026’s Rubin chips amid soaring demand.
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Tesla (TSLA): Up 60% since the election, Tesla faces delivery and earnings tests while policy changes, like the EV tax credit cut, raise uncertainty.
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Intel (INTC): After a 60% loss in 2024 and CEO change, its January earnings will be a key moment for its recovery path.
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Crypto and private prison stocks: Companies like Coinbase, MicroStrategy, GEO Group, and CoreCivic have jumped on expectations tied to Trump’s policy plans.
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Delta Air Lines (DAL): Reporting on Jan. 10, Delta’s results will test recent gains in the airline sector, with all analysts currently rating it a “buy.”
These companies reflect the broader investor hopes—and risks—linked to changing economic policies and global demand shifts heading into the new year.
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