Stock Market Today With IBD Bullish Market Trend Continues; Penumbra, Vertiv, JPMorgan In Focus
Dec 5, 2025
Market trends are on the rise as the Nasdaq and S&P show strong performance. A manageable pullback may create healthy opportunities. The tech sector sees a split with emerging leadership beyond just top names. Attention is given to JPMorgan's potential breakout and Vertiv's recovery. The discussion also highlights the mixed signals from gold and materials, alongside retail strength. Upcoming earnings for major companies like Broadcom and Oracle are on the horizon, presenting new opportunities for investment.
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Broad Market Strength Requires More Homework
- The major indexes are creeping toward all-time highs with broad participation across sectors.
- Ed Carson says this breadth means more homework for investors but creates many buyable opportunities.
Fed Cuts Can Coincide With Rising Yields
- Markets expect a Fed rate cut but long-term yields may still rise on that news.
- Ed Carson warns yield moves post-cut could matter more than a small 10 basis point blip.
Chips Participating Through ETFs Not Just NVIDIA
- Software and chip ETFs lagged earlier but are now approaching key moving averages.
- Justin Nielsen and Ed note SMH and XLK are participating, offering diversified ways to play chips without single-stock risk.