RJ Hamster
The S&P 500’s Top-Performing Sectors: 3 Lead the Pack…
| Unsubscribe |
| Elon Warns “America Is Broke”. Trump’s Plan Inside. (From American Hartford Gold)The S&P 500’s Top-Performing Sectors: 3 Lead the Pack in 2025Written by Leo Miller on January 5, 2026 SummaryThe S&P 500 returned 18% in 2025, but only three sectors—technology, communications, and industrials—outperformed the index.AI adoption was the dominant driver of gains across all three sectors, from chipmakers and hyperscalers to defense firms and power infrastructure.Key stock contributors included NVIDIA, Broadcom, Alphabet, GE Aerospace, and Micron—all of which fueled sector-level outperformance.Despite notable volatility, the S&P 500 Index delivered an 18% total return in 2025—its third consecutive year of 15% or higher gains. However, the strength was not evenly distributed across all 11 sectors.Only three outperformed the broader index, driven by distinct tailwinds such as AI momentum, infrastructure investment, and content demand. Sector-level performance is based on State Street’s SPRD Sector ETFs.7 High-Yield Dividend Stocks You Need to See (Ad)7 High Yield Dividend Stocks to Buy Now 💰 Love steady payouts? This free report reveals 7 high-yield dividend stocks you need to know about. From Company #3, a tobacco giant innovating with smokeless products, to Company #4, famously known as “The Monthly Dividend Company,” these picks deliver steady income you can count on.Perfect for income-focused investors.Industrials Soar as Aerospace, Defense, and Power Drive GrowthComing in third place is the industrial sector, which slightly outperformed the index with a 19.5% return. Two key investment themes, aerospace and defense, as well as data centers, influenced the strong performance of this sector. GE Aerospace (NYSE: GE) and RTX (NYSE: RTX)delivered returns of 86% and 61%, respectively. Together, these gains contributed around 600 basis points to the sector’s total return. Both firms saw strong sales growth from commercial and defense customers. GE Aerospace ended last quarter with a backlog of $175 billion, while the figure came in at $250 billion for RTX. These numbers are several times higher than the revenue GE and RTX generated over the last 12 months, providing significant revenue visibility going forward.Caterpillar (NYSE: CAT) delivered a return of 61%, benefiting greatly from data center buildouts. Caterpillar’s power generation business sells reciprocating engines. This machinery provides backup power to data centers in case electrical grids fail, and companies are increasingly using it to supply power in non-emergency situations.Hyperscalers and Mega-Merger Awards Communications Sector Second PlaceThe communications sector takes the silver medal in 2025, delivering a total return of 23%. Although often associated with the tech sector, Meta Platforms (NASDAQ: META) and Google parent company Alphabet (NASDAQ: GOOGL) are technically communications stocks. These names rose 13% and 66%, respectively, in 2025.Meta’s revenue growth accelerated in every quarter, driven by its investments in artificial intelligence (AI). The same was true for Google, with the company’s 16% revenue growth in Q3 2025 being its fastest in over three years. Google Search, Google Cloud, and YouTube ads all saw strong growth, driven by AI. Google also established itself as a leader in large language models through Gemini. These two stocks contributed 1,110 basis points to the sector’s return.Warner Bros. Discovery (NASDAQ: WBD) also played a key role, contributing more than 300 basis points of return. The stock surged 172% as multiple companies jockeyed for the right to acquire it, with WBD ultimately accepting Netflix’s (NASDAQ: NFLX) offer.5 Stocks That Could Double in 2026 (Ad)While everyone’s making predictions about what might happen in 2026, we’ve identified 5 stocks with catalysts that are already locked and loaded. These aren’t hopes or projections. These are scheduled events, signed contracts, and approved projects that will play out over the next 12 months. The difference between 100% gains and missing out completely? Positioning before 2026 arrives.Click here to get your free copy of this reportAI Pushes Tech to the Top of the HeapUnsurprisingly, technology took the cake for the best-performing sector in 2025, delivering a total return of 24.6%. AI drove gains across the sector. Advanced chip designers NVIDIA (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) delivered returns of 39% and 51% as hyperscalers continued to demand more of their products. Together, these stocks contributed 760 basis points to the sector’s return.The memory chip trade also did some heavy lifting. Memory chip stock Micron Technology (NASDAQ: MU) soared 240%, and wafer fabrication equipment maker Lam Research (NASDAQ: LRCX) shot up 140%. Memory chips are experiencing a surge in demand due to the rise of AI. Micron has already sold its entire 2026 production capacity for high-bandwidth memory chips (HBM). This benefits Lam Research, as memory chip makers need to buy its equipment to increase production capacity. Combined, Micron and Lam contributed 380 basis points to the technology sector’s return.When it comes to AI applications, Palantir Technologies (NASDAQ: PLTR) is arguably the biggest winner in the sector. The stock rose 135%, with government and commercial customers in the United States spending billions to deploy its Artificial Intelligence Platform (AIP) software.AI Makes Its Mark Across Industrials, Communication, and TechnologyAI was the clear thread connecting all three of these sectors in 2025. From heavy machinery to software applications, the technology is making its presence felt throughout vast swaths of the economy.While analysts expect AI investment to continue rising in 2026, the winners in this space are likely to evolve, like the technology itself.Read this article online ›Featured StoriesThe AI Tech Paradox: Insiders Sell, the Case for Buying Gets StrongerThe AI stocks no one’s talking about (but institutions are quietly buying) (From TradingTips)Notable Newcomers: These 2025 IPOs Dominated the Year5 Stocks Under $5 (From TradingTips)Flu Season’s Here—This Dividend-Payer Controls the Shot Market3 Stocks Delivered +10% Buyback Yields in 2025—What’s Next in 2026?5 Stocks Retail Investors Are Betting on for 2026 Did you enjoy this article? |
Thank you for subscribing to Insider Trades Daily, which covers the most recent insider buying and selling activity from Wall Street CEO’s, CFO’s, COO’s and other insiders. If you need help with your account, don’t hesitate to contact our South Dakota based support team at contact@marketbeat.com. If you no longer wish to receive email from InsiderTrades.com, you can unsubscribe. Copyright 2006-2026 MarketBeat Media, LLC. All rights reserved. 345 N Reid Pl., Suite 620, Sioux Falls, South Dakota 57103. United States of America..Link of the Day: Forget AI, This Will Be the Next Big Tech Breakthrough (From Brownstone Research) |




We are issuing this disclosure in compliance with Section 17(b) of the Securities Act, which requires us to disclose any compensation received or expected to be received in cash or in kind in connection with the purchase or sale of any security.We would like to inform you that we have received or expect to receive compensation in connection with the purchase or sale of the securities of BioStem Technologies Inc. (OTC: BSEM) . The compensation consists of up to $6,500 and was received/will be received from Sideways Frequency.This compensation should not be considered as an endorsement of the securities of BioStem Technologies Inc. (OTC: BSEM) and we are not responsible for any errors or omissions in any information provided about the securities of BioStem Technologies Inc. (OTC: BSEM) by Huge Alerts.We encourage you to conduct your own due diligence and research before making any investment decisions. You should also consult with a financial advisor before making any investment decisions.This disclosure is made as of 01/06/2026.Our mailing address is: 
Dear Reader,Something massive has developed since we first released our Apple presentation.I’m hearing that SpaceX – yes, Elon Musk’s SpaceX – is quietly in talks to acquire the same tiny company Apple has been secretly partnering with.Think about what this means…Two of the world’s most innovative companies are now interested in the same stock.Apple has already invested $1.5 billion and owns 20% of this company.Now SpaceX wants it too.Why?Because this small company owns something that CANNOT be bought anywhere else.When Wall Street realizes that both Apple AND SpaceX are interested in this tiny company…When CNBC starts talking about it…The share price won’t just rise. It could absolutely explode higher.That’s why I’m urging you – no, I’m WARNING you – watch 

The Implications of U.S. Intervention in VenezuelaThe U.S. capture of Nicolas Maduro in Venezuela and the announcement of temporary U.S. control over the country have triggered significant global attention. While the revitalization of Venezuela’s oil industry is a stated goal, the immediate market response has been muted, as expected. However, these developments raise several important questions:1.How might these actions impact the role of the U.S. on the global political stage in an increasingly fragmented world?2.Could a leadership change in Venezuela lead to greater oil production from the country with the world’s largest reserves, and what might this mean for global energy markets in both the near and long term?3.What are the potential implications for the region, in a year in which both Colombia and Brazil face presidential elections? How could these events shape the future of optionality for Latin America?Please join Derek Chollet, Nur Cristiani, Clay Erwin and Stephen Jury as our team explores what may be next for Latin America, Venezuela and the broader global geopolitical landscape.
Derek CholletHead of the JPMorganChase Center for Geopolitics
Nur CristianiHead of LATAM Investment Strategy
Stephen JuryGlobal Commodity Strategist
Clay ErwinGlobal Head of Investment Sales & Training
UNLOCK YOUR ACCESS TO INSIGHTS FROM OUR INDUSTRY LEADERSAccess our on-demand webcast library for the latest market commentary and gain valuable insights from industry leaders.
Email Security InformationEmail intended for: