Trading the holiday rally and what to watch for in Bitcoin

Welcome back everyone to Stock Market Weekly Episode #813 for Friday, December 26, 2025 where we will be breaking down the most important trends, price action, and noteworthy moves across financial markets.

As always, we will share extensive analytics on the S&P500 (SPX), Nasdaq 100 (NDX), Russell 2000 (RUT), and current volatility environments.

Markets covered

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Stocks covered

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In this week’s episode

Markets are finishing the year on a strong note, with the S&P 500 (SPY) pushing to new highs while volatility collapses to some of its lowest levels in years. We break down why this calm price action is supportive in the short term, but also why traders should watch confirmation from the Nasdaq 100 (QQQ) and Russell 2000 (IWM) as we head into the new year.

transcript

Outside of U.S. equities, leadership continues to rotate as gold and silver remain standout performers and emerging markets show early signs of a potential longer-term shift. We also examine Bitcoin’s tightening consolidation and highlight key sectors and momentum names that may offer opportunity as year-end flows and 2026 positioning begin to take shape.

Video episode timestamps

• 0:00 Introduction – key events from this week’s trading
• 0:56 Index returns, sector analysis, and market breadth
• 3:16 Major indices price action analysis (SPY, QQQ, IWM)
• 6:46 Volatility analysis and VIX levels
• 6:53 Metals performance – Gold and Silver review
• 8:42 Bitcoin and MSTR technical analysis
• 12:36 Sector spotlight – Financials, Discretionary, and Industrials
• 13:16 Solar sector analysis
• 13:40 Nvidia acquisition news and semiconductor outlook
• 14:03 Stock pick – Talon Energy momentum play
• 14:26 Closing remarks and 2025 wrap-up

We hope that you enjoyed this week’s episode, and look forward to having you back next week!