December 14, 2025 

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Market Week Ahead:

Good Morning.

Markets pulled back Friday as the rotation from tech to value accelerated, with Broadcom cratering 11% despite beating earnings and forecasting AI chip sales to double. The selloff dragged the S&P down 1.07% and Nasdaq 1.69%, while the Dow and Russell 2000 both hit fresh intraday records before closing lower. 

As AI names like AMD, Palantir and Micron slid, money poured into financials and healthcare with Visa, Mastercard and UnitedHealth leading the charge. One portfolio manager noted investors are “skittish as it relates to AI – not outright pessimistic, but just cautious and nervous.” 

Poll: With the great rotation from tech to value in full swing, where are you positioning?

• Stay with AI/tech – this is just healthy profit-taking before the next leg up
• Ride the rotation – cyclicals and value have more room to run
• Go balanced – spread bets across both growth and value
• Step aside – market’s indecision signals choppy waters ahead

One Stock to Replace Nvidia

This company is the lifeblood of AI data centers, yet almost no one has caught up with the story. Their hardware is so essential that the data center industry uses enough of it to stretch around the world 8 times – in a single building! So, if you own Nvidia stock now, you might be well-served to sell those shares and check out this under-the-radar play instead. 

Or if you missed the boat on Nvidia, this is a rare second chance to target tremendous profit potential as AI data centers spring up in every corner of the world.

Get my full take on this exciting play right here…

– a sponsored message from InvestorPlace –

MARK YOUR CALENDAR

📌Notable events this week:

• Earnings Highlights: full watch list »
  • WED: Micron Technology $MU ( ▼ 6.7% ) 
  • THU: FedEx $FDX ( ▼ 0.16% ) , Nike $NKE ( ▼ 0.4% ) 

• Economic Highlights: (all times EST) – full calendar »
  • THU: Consumer Price Index (CPI), 8:30A

IN CASE YOU MISSED IT

A roundup of MB readers’ top five most-read headlines of the past (short) week: 

Your Top 5 Most-Read:

1. SpaceX to Pursue 2026 IPO Raising Far Above $30 Billion
2. Cisco Finally Tops Dot-Com Record After More Than 25 Years
3. Dip Buyers Push S&P 500 to Record High as Oracle Shares Slide
4. Jamie Dimon Forms Adviser Supergroup
5. Fed Cuts Rates With Three Dissents, Projects One Cut in 2026

💼 Look for tomorrow’s full briefing in your inbox at 7:00 AM ET. 

See you in the morning —

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