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BofA Picks 6 Leaders for 2026’s $1T Chip Boom
5 articles I'm watching carefully
Tyler Dupont
December 30, 2025
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Tyler Dupont  Good morning 👋 Here's the latest news I'm tracking today. |
📈 Stocks / Finance
BofA Picks 6 Leaders for 2026’s $1T Chip Boom
Bank of America expects chip sales to pass $1T in 2026 with Nvidia and Broadcom leading the AI push. Lam Research, KLA, Analog Devices, and Cadence are also listed as strong picks as AI spending grows.
Wall Street Cools Off Into Year End
US stocks slipped in quiet holiday trading as 2025 nears its end, with big tech easing, energy shares helped by higher oil, and gold and silver retreating. Indexes remain sharply higher for the year despite the pullback.
Wall StreeOklo’s Big Year Raises Big Valuation Questions
Oklo’s stock has surged over 270% as it promotes small nuclear reactors for data centers, but with no revenue yet and a rich valuation, investors are questioning whether the hype has already peaked.
🪙 Crypto
Crypto Looks to SEC as Key 2026 Decisions Stall
With major crypto rules stalled in Congress, the industry is now counting on the SEC to push progress in 2026. While global regulators move ahead, firms say US leadership and clearer guidance are still the biggest priorities.
🌎 Global Economy
Why Currency Swings Matter More Than Ever
The article explains how inflation, interest rate gaps, geopolitics, and digital assets are making exchange rates jump, hurting trade, profits, and portfolios. It outlines how hedging, diversifying, and better global finance skills can manage this risk.
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