Donald Trump enters office after a rip-roaring rally in stocks has brought the market to stretched valuation levels amid an uncertain policy path.

Taiwan Semiconductor beats both earnings and revenue estimates on surging demand for advanced chips used in AI applications.

Wall Street expects that President-elect Donald Trump's pro-business administration may boost returns in sectors such as energy (XLE) and financials (XLF), but historical performance under both Trump and President Joe Biden tells a nuanced story. Yahoo Finance Market and Data Editor Jared Blikre joins Morning Brief to break down sector performances during each administration. He highlights strong tech growth under both presidents, the gains seen for industrial and financial stocks under Biden, and surprising shifts in energy which dropped under Trump but surged under Biden. Watch the video above to hear Blikre dive deeper into these themes and share his market expectations for 2025. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Josh Lynch

Utility provider Edison International (EIX) has been upgraded to Neutral from Sell by the team at Ladenburg Thalmann. Edison International's shares underwent a notable sell-off amid escalations in the wildfires that blazed through Southern California. Edison's subsidiary Southern California Edison (SCE) is reportedly under investigation by California fire authorities searching for potential link to the Los Angeles wildfires. Market Domination's Julie Hyman and Josh Lipton review the analyst commentary as EIX's stock gets a nearly 5% lift ahead of the closing bell. Follow along Yahoo Finance's recent coverage of the Southern California forest fires and its impact on various industries: California Edison parent's stock falls amid investigation, lawsuit over alleged role in LA wildfiresHow the LA wildfires may hit Big Bank earnings in 2025Utility, insurance stocks falling as California wildfires blazeWildfire recovery must address insurance: Rep. Mike Flood SouthernCalifornia fires spark insurance crisis, projected losses of $150BInsurance stocks tumble as LA blazes 'among the most costly wildfires' in California historyCalifornia homeowners insurance market tested as fires rageThe risk landscape for insurance in 2025: AXIS CEO talks coverageKey insurance advice amid Southern California wildfires To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan.

Affordability challenges persist for people looking to buy a home after the latest economic data showed housing inflation aligned with expectations. Southern Bancorp CEO Darrin Williams joins Wealth host Brad Smith to discuss how first-time and low-income homebuyers can navigate the challenging housing market. Williams outlines three tips for first-time homebuyers: "First of all, it's so important to know your credit score. Know what's on your credit report," he explains. "Then let's do our best to reduce debt ... to help you position yourself to be ready to really afford a home." Finally, he says, "Let's work with a professional, like our mortgage professionals here at Southern Bancorp, that can help you with researching programs to assist ... first-time homebuyers, a number of opportunities that you can take advantage of." For low-income individuals who are looking to buy a home, Williams notes, "Wealthy people have wealth advisers; well, low-wealth people also need wealth advisers." Watch the video above to learn about Williams' expectations for merger and acquisition (M&A) activity for regional banks. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Naomi Buchanan.

December's Consumer Price Index (CPI) print revealed that shelter inflation increased 0.3% month-over-month and 4.6% annually, showing a slight cooling from the previous month. Intercontinental Exchange (ICE) Vice President of Research and Analysis Andy Walden shares his insights on housing market trends with Catalysts. Walden sees parallels between the CPI shelter data and broader home price trends: "You are seeing home price growth calm down." Looking ahead to 2025, Walden emphasizes that housing market growth will largely depend on interest rates and "what that does for demand." Current trends suggest home price growth ticked up in December 2024 and will moderate to around 3% in early 2025. For a full analysis of how Federal Reserve policy could impact housing markets and regional forecasts, watch Walden's full interview above. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith

President Biden has signed an executive order allowing federal lands to be used for data center buildouts and supporting clean energy facilities. Brian Singer, Goldman Sachs Global Investment Research Global Head of GS Sustain, joins Catalysts to discuss the growing energy demand to power these artificial intelligence data centers. Singer projects AI data center power demand will grow 160% globally by 2030 compared to 2023 levels. "This is a significant expansion in the United States," he says, adding that "that's why we think this all-in approach that governments and corporates and hyperscalers and utilities are taking to try and ensure reliability... is going to be a significant investment theme going forward." According to Singer, the combination of data centers and increased power demands from non-AI sources, industrialization, reshoring, and electrification "is what's going to take power demand in the United States to levels that we haven't seen since the 1990s." Watch the full video above for insights on how the Trump administration's policies could impact this sector. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith

When it comes to investing in artificial intelligence (AI) stocks, there are several great ETFs that will allow you to do that without much individual stock risk. This index fund provides exposure to large-cap AI stocks and more, and with investment fees less than half of most other AI ETFs. Here's a rundown of what the Invesco QQQ ETF is, why it could be a great AI ETF, and other important things to know.

Investors have been speculating about which stocks might perform the best in a second Trump administration since the November election, and even before then. Which Vanguard ETF is most likely to soar during Trump's first year back in office? The Vanguard S&P 500 Growth ETF (NYSEMKT: VOOG) was the best-performing ETF in the Vanguard family in 2024.

Serhant Team Lead and Licensed Real Estate Agent Sean McPeak joins Wealth to discuss the housing market and share advice for home shoppers. McPeak forecasts mortgage rates dropping below 6% in the coming year, with the 30-year fixed rate likely reaching 5.8%. He notes that this decrease depends on the Federal Reserve continuing its interest rate-cutting cycle and proper market risk pricing. "Better conditions for buyers" are emerging across the market, McPeak explains, with cooling prices in various states and increasing inventory in urban and mid-country regions. "I do think conditions have improved; however, in markets like New York City, where there is a lot of regulation and a very high cost of labor, we are seeing less supply come into the market, which is also kind of keeping prices propped up." For prospective homebuyers, McPeak recommends targeting properties that have been listed for extended periods and limiting house tours to six per day, noting that "after a long day of shopping for houses, it all kinds of blends together." He also suggests maintaining a reference file for preferred properties. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Angel Smith