Morning Brief AI bubble concerns heading into 2026, Warren Buffett's last day as CEO
On the Morning Brief, Yahoo Finance executive editor Brian Sozzi is examining the biggest developing market stories on December 31, 2025 — the final trading day of the year! JonesTrading Chief Market Strategist Michael O'Rourke and EMJ Capital Founder and President Eric Jackson come on today's program for a panel discussion spanning several topics, including a look back on 2025's strongest stock finishes and Berkshire Hathaway (BRK-A, BRK-B) CEO Warren Buffett's final day as chief executive.
In the final trading day of 2025, investors are both looking back on the year's biggest stock theme and ahead to the next big opportunities and risks in 2026. Wall Street worries that an AI bubble growing around markets could be here to stay into the New Year. EMJ Capital Founder and President Eric Jackson, JonesTrading Chief Market Strategist Michael O'Rourke, and Yahoo Finance senior markets reporter Ines Ferré each share their perspective on the existence of an AI-driven market bubble. Also watch Eric Jackson compare Nvidia (NVDA) and AI bubble risks with his so-called pizza and retail bubbles.
Takeaways:
- US stock futures are hovering slightly above the flatline as equities look to close out the final trading day of 2025 — and the year in total — on a high note
- Berkshire Hathaway CEO Warren Buffett is set to step down from his chief executive role when the clock strikes midnight tonight, handing the leadership reins over to Greg Abel
- Buffett will stay on as Berkshire's chairman
- Nike (NKE) CEO Elliott Hill buys $1 million worth of shares in the sports apparel giant
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