Three forces that defined 2025

Wall Street Breakfast

Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.

Episode transcripts seekingalpha.com/wsb.

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Top Stocks 2026
Jack Bowman-Bowman Capital Management
Investment News Quiz - Friday, Dec. 26
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Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
Jack Bowman-Bowman Capital Management
Investment News Quiz - Friday, Dec. 26
Tariffs: Latest news and analysis

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
2025-12-26 6 min
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