Best Stocks to Buy Now in the U.S. Stock Market (Dec. 12, 2025): Top Picks as the Fed Cuts Rates and the AI Trade Wobbles
The S&P 500 closed at a record high Thursday as investors shifted from AI mega-caps into financials and materials after the Fed cut rates. Oracle and Broadcom earnings reignited concerns about AI profitability, triggering volatility in the sector. Markets remain focused on next week’s delayed jobs and inflation data, which could influence further rate moves. Valuations are elevated, with the S&P 500 trading at 22 times expected earnings.