Here is how Commercial Vehicle Group (CVGI) and Michelin (MGDDY) have performed compared to their sector so far this year.
Source: https://www.zacks.com/stock/news/2854018/is-commercial-vehic…
Nvidia’s and Taiwan Semiconductor’s products are seeing increasing demand. The Trade Desk had a poor 2025.
The S&P 500 has climbed in recent years and finished 2025 with a 16% gain, and growth stocks have fueled the momentum. This has led to high valuations, especially among growth stocks.
If you don’t buy the AI bubble fears and think the increased skepticism over some of the names powering the technology, it might be time to get just a bit more greedy to start 2026 off on the right track.
