Tue, Dec 30, 2025

The year is closing with a reversal no one saw coming. General Motors is hitting all-time highs, up 55% for 2025 – its best performance since emerging from bankruptcy in 2009. Five straight months of gains. Aggressive buybacks, consistent earnings beats, and looser emissions standards under Trump. Tesla, the stock that was supposed to represent the future, is up just 17%.

The market spent all year betting on artificial intelligence and data centers. It's ending with Detroit beating Silicon Valley.

Meanwhile, the infrastructure bets keep stacking.  ...