Nvidia (NASDAQ: NVDA) closed Monday at $135.34, down 1.15%, with the stock briefly falling to $132.08 during intraday trading before managing to recover slightly by the end of the session.

The S&P 500 is the most widely recognized stock market index in the U.S., consisting of the 500 largest companies in the country. Given the extensive reach of its member companies, it's considered by many to be the most reliable gauge of overall stock market performance.

Disney streaming business has been picking up steam in recent quarters. While streaming giant Netflix remains the dominant player in the streaming space - with its stock up over 85% this year, compared to Disney's 31% gain, and a market cap surging to over $380 billion, roughly twice Disney's $200 billion - Disney is quietly making strides in the streaming space that investors shouldn't overlook.

GENK reported Q3 comparable sales decline of 9.6% YoY, with hurricanes and cannibalization cited as key challenges. October showed improvement, with comps down 4.5%. GEN Restaurant Group's footprint expanded to 43 locations in Q3, with plans to open 4–5 more in Q4, achieving a 27–29% YoY growth rate. AUVs remain strong at $5.5M despite a 7.5% year-over-year decline; restaurant-level margins are at 18%.

Small caps have surged recently, but emerging market small caps lag. DGS offers a high 3.6% yield but has underperformed since Q3. Despite weak recent performance, I maintain a buy rating on DGS due to its attractive valuation, diversification, and bullish seasonal trends. DGS has a low P/E ratio of 10.2, a PEG ratio below one, and a diversified portfolio with significant exposure to Industrials and Financials.

Janus Henderson U.S. Real Estate ETF returned 17.21% and the FTSE Nareit Equity REITs Index returned 16.09%. Commercial real estate company CBRE Group was a top contributor to relative outperformance, while Wyndham Hotels & Resorts detracted. With the Federal Reserve now cutting rates, we believe we are not at an inflection point for U.S. Real estate.

Nvidia's 1Q25 earnings beat expectations, but investor fatigue led to a muted stock response, creating a buying opportunity for long-term investors. NVDA's sales nearly doubled YoY, driven by strong data center GPU demand, with profits growing even faster than sales. The upcoming Blackwell-themed data center GPU launch in Q4 is expected to be a significant catalyst for Nvidia's sales and profit growth in 2025.

This has been a banner year for the stock market. All three major indexes -- the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite -- have catapulted to multiple record-closing highs, with excitement surrounding artificial intelligence (AI), stock-split euphoria, and optimism following the election of Donald Trump driving gains in 2024.

Uber Technologies (UBER 0.08%) operates the world's largest ride-hailing platform, but it's also home to its food delivery service, and the Uber Freight commercial logistics network.

German blue-chip stocks show more promise than their French counterparts, Barclays' strategists wrote in a note Friday, saying France has weak "long-term fiscal and growth fundamentals" and a looming risk of bond vigilantes sweeping in. France is staring down years of potential political uncertainty, given its fiercely divided parliament, and is facing investor concerns over whether it can reduce its hefty debt pile.