Stock market today: Dow, S&P 500, Nasdaq rise for third straight day, gold hits record to extend 2025 rally

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• Rate of positive estimate revisions has been twice as high in retail compared to restaurants

  80% confidence

• Publicly traded retailers are taking share from smaller competitors

  80% confidence

• Investors should expect occasional declines surpassing 10% with record-fast snapbacks as traders realize bubble isn't popping yet

  80% confidence

• Investors should position for further advances in equity markets regardless of whether December rally materializes

  80% confidence

• Circle is building digital currency technology that could be running a substantial portion of new economy

  80% confidence

• Equity volatility will be supported in 2026 because asset bubbles tend to get more unstable as they inflate

  80% confidence

• 2025 has been year of rotation and narrow leadership rather than broad risk-on versus risk-off, leaving VIX at risk of ongoing outsized spikes

  80% confidence

• Intersect acquisition will help expand capacity, operate more nimbly, and reimagine energy solutions for U.S. innovation

  80% confidence

• UBS maintains Attractive rating on US equities with compelling opportunities in tech, healthcare, utilities, and financials

  80% confidence

• Comparable sales in retail outpaced restaurants by 4 percentage points in Q4 2025, widening from 1 percentage point earlier

  80% confidence