Closing Bell Closing Bell: Stocks Staging an End-Of-Year Run? 12/5/25
Dec 5, 2025
Jeremy Siegel, a finance professor and market expert, shares insights on stock valuations and compares today's market to the late '90s. Bryn Talkington discusses fiscal impacts and consumer trends, while Ankur Crawford reveals top stock picks for the AI and tech sectors in 2026. Alex Lasry, CEO of the FIFA World Cup host committee, talks about infrastructural planning and economic benefits of the upcoming tournament. The conversation also delves into interest rates, holiday sales, and the implications of market dynamics.
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Market Looks Solid Heading Into December
- Jeremy Siegel sees the market as "very, very solid" and cautions against relying solely on seasonal patterns.
- He notes the Christmas-to-New-Year trading days are historically strong and could push indices to new records.
Holiday Sales And Jobs Paint A Stable Picture
- Jeremy Siegel cites healthy holiday sales and low jobless claims as evidence the economy is moving at roughly 2–2.5% GDP pace.
- He calls the current labor market "extreme" and unusually hard to interpret.
Rally Broadening Beyond Mega Caps
- Jeremy Siegel says the rally is broadening beyond the MAG-7 and he sees less FOMO than weeks ago.
- He welcomes the breadth as healthier market leadership.