Zacks Investment Ideas feature highlights Amazon, Advanced Micro Devices, Nvidia, Bloom Energy and Coreweave

For Immediate ReleaseChicago, IL – November 26, 2025 – Today, Zacks Investment Ideas feature highlights Amazon AMZN, Advanced Micro Devices AMD, Nvidia NVDA, Bloom Energy BE and Coreweave CRWV.Why a December Fed Rate Cut Will Reignite the 2025 Bull MarketOn November 5th,I wrote about how, though the 2025 bull market persisted at the time, cracks began to appear, including a “Hindenburg Omen” signal, a Fib extension target, and a poor breadth reading. Since then, the major indices have corrected, with individual stocks getting hammered beneath the surface. However, three signs paint a bullish picture into year-end:The Fed Will Cut Interest Rates in December“Earnings don’t move the overall market; it’s the Federal Reserve Board…focus on the central banks, and focus on the movement of liquidity…most people in the market are looking for earnings and conventional measures. It’s liquidity that moves markets.” ~ Stanley DruckenmillerLegendary investor, money manager, and billionaire Stanley Druckenmiller is arguably the most consistent investor of his time. Despite a wide variety of market conditions, Druckenmiller has produced positive returns for more than 30 years, registering only a handful of negative quarters. Druckenmiller recommends that investors focus on central bank liquidity, as that is the key driver of markets.Investors have been uncertain about whether an interest rate cut will occur in December due to delayed or missing economic data from the recent government shutdown. However, two indicators suggest very high probabilities of a rate cut in December.The CME FedWatch tool, which uses fed fund futures pricing to estimate the likelihood of interest rate decisions, gives an 82.7% chance of a 25-bps rate cut next month. Polymarket, one of the largest betting markets, echoes those odds, putting the chances of a 25-bps rate cut at 86%.Most Corrections Do Not Turn into Bear Markets“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” ~ Peter LynchWhen markets begin to correct, investors often fear the worst – a full-blown bear market. Since 2009, there have been 31 corrections of 5% or more. However, only four of those corrections turned into bear markets (corrections of 20% or more), and most ended between 5% and 6%. In other words, “garden variety corrections” are common, and bear markets are relatively rare.AI Executive Order & Tariff Dividend ChecksEarlier this week, President Trump doubled down on his efforts to ensure that the US wins the AI race by signing an AI executive order with urgency akin to the “Manhattan Project.” Clearly, the US government is getting more involved in AI, which is a bullish catalyst for Wall Street’s hottest industry.Meanwhile, Amazon recently announced it will invest up to $50 billion in AI infrastructure to support US government agencies. These AI investments have a snowball effect, positively impacting AI supply chain companies such as Advanced Micro Devices, Nvidia, Bloom Energy and Coreweave.In addition to a burgeoning AI industry, stocks may soon get a boost from “Tariff Dividend Checks” that the Trump administration plans to send to low- and middle-class Americans. Recall that Trump’s $2k COVID stimulus checks set the markets ablaze in March 2020.Bottom LineWhile the recent correction has rattled investors, the broader landscape shows more reasons for optimism than fear. A highly probable Fed rate cut, historically benign correction patterns, and powerful catalysts in AI and consumer stimulus collectively point toward renewed market strength.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Free Report: Profiting from the 2nd Wave of AI ExplosionThe next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.Investors who bought shares like Nvidia at the right time have had a shot at huge gains.But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.Access AI Boom 2.0 now, absolutely free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amazon.com, Inc. (AMZN): Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Bloom Energy Corporation (BE): Free Stock Analysis Report CoreWeave Inc. (CRWV): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks