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💾 Why Chipmakers Could Upload Big Gains in 2025
Plus, why inflation is back on the radar, and more
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Happy Tuesday! Semiconductor stocks are set for a broader rally in 2025, with Nvidia and Marvell poised to lead, thanks to strong AI demand and innovative product growth. Here’s why this shift matters — and how investors can capitalize on the sector’s top opportunities. Also, read why inflation concerns are rattling investors once again.
—Josh Enomoto
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MARKET RECAP
Yesterday: Stocks were mixed Monday, with the Nasdaq underperforming as bond yields climbed, pushing the 10-year Treasury to 4.79%, its highest since October 2023. Investors now shift their attention to upcoming inflation data, which could influence market sentiment and policy expectations for 2025.
On Our Radar: Economists are anxiously awaiting tomorrow’s consumer price index, which will provide yet another clue regarding inflation’s trajectory. On the earnings front, JPMorgan’s Wednesday release will dominate proceedings.
TOP STORY
Analysts predict a breakout year for semiconductor stocks in 2025, with Nvidia and Marvell standing out for their AI-driven growth potential.
SPONSORED CONTENT
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FIVE ZINGERS
Heat Wave: The National Weather Service issued another fire warning, with the worrisome Santa Ana winds picking up. Read the latest on what could be the worst natural disaster in U.S. history.
Home Run: Homebuilder KB Home reported its Q4 results, with highlights including revenue of $2 billion and EPS of $2.52, beating analysts' expectations. Learn why investors are optimistic about the business this year.
Technical Optimism: Although shares of Broadcom encountered some selling pressure, they're holding onto key support lines. Discover why technical analysts are broadly optimistic about AVGO stock.
Hard Ball: Goldman Sachs recently warned that oil prices could potentially shoot skyward amid geopolitical tensions. Here's how Trump may deal with Russian sanctions.
Steel Dreams: Shares of U.S. Steel Corp swung higher on Monday following a potential bid by Cleveland-Cliffs and Nucor. Discover the latest rumblings of this corporate and political drama.
SPECIAL OFFER
Editor’s Note: Every week, Benzinga Edge members receive the Insider Report. It’s a rundown of what to expect from the markets in the week to come, which sectors are outperforming and why, and most importantly, a selection of hand-picked stocks that are poised to move up because of that week’s trends. Here’s a sneak peek:
Last week's jobs report was the last thing that Fed doves wanted to see. It was a classic case of "good news is bad new" when it comes to the prospect of further rate cuts. Remember, the point of easing is to stimulate the economy, but if the jobs market is stronger than expected, why cut?
The unemployment rate is now sitting at 4.1%, which is pretty strong. More jobs were created than expected in December too. Now this week, the market's attention turns towards inflation data. Doves are absolutely banking on a lower-than-expected reading this week after rate cut timing has been pushed back even further than before.
A lot of inflation going forward depends on crude oil, which is pressing up on resistance. Don't forget that earnings season kicks off this week as well, and if anything is going to place momentum back in the camp of the bulls, it could be stronger than expected results on that front.
To keep reading and to find out how investors can prepare for the coming shift in Fed policy, sign up for Benzinga Edge here.
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