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WSJ What’s News

WSJ’s Take On the Year: Market Trends to Watch in 2025

Jan 5, 2025
Aaron Back, Deputy Editor at The Wall Street Journal covering food and macroeconomics, joins the conversation to dissect the stock market's highs and lows of 2024. They explore AI's pivotal role in stock performances and detail standout companies, like Vistra and Nvidia. On the flip side, challenges faced by Walgreens and Moderna are discussed. The dialogue also touches on market strategies for 2025, the potential impacts of tariffs, and the growing sports gambling economy. A balanced look at risks and opportunities in the evolving market landscape awaits!
25:22

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • AI-related stocks like Palantir and Nvidia showcased remarkable gains in 2024, reflecting strong investor enthusiasm and ongoing market trends.
  • The decline of companies such as Moderna and Walgreens highlights significant challenges in specific sectors and the need for cautious investment strategies going into 2025.

Deep dives

Stock Market Winners of 2024

The discussion highlights significant performers in the stock market for 2024, focusing on companies that have thrived primarily due to their connections to artificial intelligence. Palantir stands out as the top performer, appreciating over 300%, driven by strong investor sentiment and a passionate community around it. Other notable mentions include Vistra and NVIDIA, with gains exceeding 200% and 150%, respectively, indicating a broad appetite for AI-related stocks. The conversation suggests that the trend of 'cult stocks' and AI adjacency will likely continue to shape the market in 2025, with investors closely monitoring these high-growth sectors.

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