Daily Market Insights - December 26, 2025
Market Snapshot
Dow: 48710.76 (-0.04%)
Nasdaq: 23593.13 (-0.09%)
S&P 500: 6929.93 (-0.03%)
Volume: NYSE Adv 1388, Dec 1283, Vol 648.75 mln; Nasdaq Adv 2021, Dec 2626, Vol 5.06 bln
Market Overview
The stock market concluded the holiday week with muted activity, although the S&P 500 managed to reach an all-time high of 6,945.77. The broader market showed slight declines, with the Nasdaq Composite and DJIA remaining close to flat. Despite the subdued trading, all three major indices recorded solid weekly gains of 1.2% or more.
Sector Performance
Strong Sectors: Information Technology, Materials, Health Care, Real Estate
Weak Sectors: Communication Services, Consumer Discretionary, Financials, Energy, Industrials, Consumer Staples, Utilities
Key Market Movers
NVIDIA stood out in the tech sector, gaining 1.02% after announcing a significant licensing deal with AI startup Groq worth approximately $20 billion. The materials sector also performed well, driven by record highs in gold and silver prices, benefiting mining companies like Freeport-McMoRan and Newmont Corporation.
Notable Stocks
Target saw the largest gain among S&P 500 stocks, rising 3.13% following news of a stake acquisition by Toms Capital Investment Management. Conversely, Tesla and cruise line stocks faced profit-taking, with Tesla down 2.10% and Royal Caribbean down 2.88%.
Market Sentiment
Overall, the trading session was characterized by low volume and a sideways drift, typical for the holiday period. Investors are looking for new catalysts as the year comes to a close.
Economic Indicators
U.S. Treasuries ended the week mixed, with the 2-year note yield down three basis points to 3.48% and the 10-year note yield unchanged at 4.14%. No significant economic data was released today.
Year-to-Date Performance
Nasdaq Composite: +22.2% YTD
S&P 500: +17.8% YTD
DJIA: +14.5% YTD
Russell 2000: +13.8% YTD
S&P Mid Cap 400: +8.1% YTD