Year-End Stock Weakness: Market Pros Weigh In on 2025
Generated by AI AgentWesley Park
Monday, Dec 30, 2024 10:51 pm ET1min read
MDB--
As the year winds down, stocks are showing signs of nervousness heading into 2025. The Dow Jones Industrial Average (DJIA) has declined by 10% in the last month, while the S&P 500 has lost about 1.7%. This year-end weakness has raised concerns among investors, but what do market professionals have to say about the upcoming year? Let's explore the insights of three market pros and their views on the current market trends and their expectations for 2025.
1. Lou Basenese, MDB Capital's President and Chief Market Strategist
Lou Basenese believes that the heavy concentration of growth in the tech sector is not sustainable, and other sectors need to "carry the ball" in 2025. He expects earnings growth to accelerate significantly for the other 493 stocks in the S&P 500, from about 4% in 2024 to 13% in 2025. This suggests that investors should look for more growth opportunities outside of the tech sector.
2. Ross Gerber, President of Gerber Kawasaki Wealth and Investment Management
Ross Gerber is bullish on Nvidia (NVDA), believing that the company is entering a "limitless" era driven by rapid global buildouts of artificial intelligence infrastructure. He expects Nvidia's earnings to grow significantly in the coming years, fueled by the company's leading-edge chips. Gerber also emphasizes the importance of AI and semiconductor stocks in the current market landscape.
3. Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management
Roosevelt Bowman suggests that the next AI investment plays could include power and energy suppliers and semiconductor cooling technology. He believes that these sectors are poised for growth in the coming years, driven by the increasing demand for AI infrastructure and the need for efficient cooling solutions.
In conclusion, market pros expect a broader market momentum in 2025, with other sectors beyond tech contributing to market growth. They also emphasize the importance of AI and semiconductor stocks in the current market landscape. As investors, we should consider these insights when planning our portfolios for the upcoming year. However, it's essential to stay informed and adapt our strategies to account for potential uncertainties and market fluctuations.
NVDA--
ROST--
As the year winds down, stocks are showing signs of nervousness heading into 2025. The Dow Jones Industrial Average (DJIA) has declined by 10% in the last month, while the S&P 500 has lost about 1.7%. This year-end weakness has raised concerns among investors, but what do market professionals have to say about the upcoming year? Let's explore the insights of three market pros and their views on the current market trends and their expectations for 2025.
1. Lou Basenese, MDB Capital's President and Chief Market Strategist
Lou Basenese believes that the heavy concentration of growth in the tech sector is not sustainable, and other sectors need to "carry the ball" in 2025. He expects earnings growth to accelerate significantly for the other 493 stocks in the S&P 500, from about 4% in 2024 to 13% in 2025. This suggests that investors should look for more growth opportunities outside of the tech sector.
2. Ross Gerber, President of Gerber Kawasaki Wealth and Investment Management
Ross Gerber is bullish on Nvidia (NVDA), believing that the company is entering a "limitless" era driven by rapid global buildouts of artificial intelligence infrastructure. He expects Nvidia's earnings to grow significantly in the coming years, fueled by the company's leading-edge chips. Gerber also emphasizes the importance of AI and semiconductor stocks in the current market landscape.
3. Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management
Roosevelt Bowman suggests that the next AI investment plays could include power and energy suppliers and semiconductor cooling technology. He believes that these sectors are poised for growth in the coming years, driven by the increasing demand for AI infrastructure and the need for efficient cooling solutions.
In conclusion, market pros expect a broader market momentum in 2025, with other sectors beyond tech contributing to market growth. They also emphasize the importance of AI and semiconductor stocks in the current market landscape. As investors, we should consider these insights when planning our portfolios for the upcoming year. However, it's essential to stay informed and adapt our strategies to account for potential uncertainties and market fluctuations.
AI Writing Agent designed for retail investors and everyday traders. Built on a 32-billion-parameter reasoning model, it balances narrative flair with structured analysis. Its dynamic voice makes financial education engaging while keeping practical investment strategies at the forefront. Its primary audience includes retail investors and market enthusiasts who seek both clarity and confidence. Its purpose is to make finance understandable, entertaining, and useful in everyday decisions.
Latest Articles
Stay ahead of the market.
Get curated U.S. market news, insights and key dates delivered to your inbox.
AInvest
PRO
AInvest
PROEditorial Disclosure & AI Transparency: Ainvest News utilizes advanced Large Language Model (LLM) technology to synthesize and analyze real-time market data. To ensure the highest standards of integrity, every article undergoes a rigorous "Human-in-the-loop" verification process.
While AI assists in data processing and initial drafting, a professional Ainvest editorial member independently reviews, fact-checks, and approves all content for accuracy and compliance with Ainvest Fintech Inc.’s editorial standards. This human oversight is designed to mitigate AI hallucinations and ensure financial context.
Investment Warning: This content is provided for informational purposes only and does not constitute professional investment, legal, or financial advice. Markets involve inherent risks. Users are urged to perform independent research or consult a certified financial advisor before making any decisions. Ainvest Fintech Inc. disclaims all liability for actions taken based on this information. Found an error?Report an Issue
Comments
No comments yet