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 Morgan Stanley's latest research forecast predicts that chip stocks will remain one of the best-performing sectors in the US stock market next year, and released the "2026 Preferred Chip Stocks" list, with Nvidia, Broadcom, and Astera Labs ranking in the top three. Morgan Stanley analysts believe that the semiconductor industry's boom cycle is far from over, and the unlimited global demand for artificial intelligence computing power is the key variable.

 according to Delphi Digital data, the total supply of stablecoins has increased by 33% this year, surpassing $304 billion; its adjusted monthly transaction volume has now exceeded Visa and PayPal.

According to Odaily, Nobel laureate and former New York Times columnist Paul Krugman published an analysis stating that the U.S. non-farm employment report for November, released on December 16, indicates that while it may be too early to declare a recession, at the very least, the data suggests the economy is already in a pre-recession phase. He noted that the overall unemployment rate for November was 4.6%, higher than the 2024 average of 4%, and this figure is already close to triggering the "Sahm Rule". Although the Department of Labor was unable to collect key data for October due to a government shutdown, by interpolating between the September unemployment rate of 4.4% and the November rate of 4.6%, it can be estimated that the October unemployment rate was about 4.5%. These three months of unemployment data are very close to the increase predicted by the Sahm Rule, which signals an impending recession. Odaily note: The Sahm Rule, proposed by former Federal Reserve economist Claudia Sahm, is a real-time recession indicator based on the unemployment rate. When the three-month moving average of the U.S. unemployment rate rises by 0.5 percentage points or more above the lowest three-month average of the previous 12 months, the indicator is triggered and is usually seen as an early signal that the economy has entered a recession.