These are the main themes taking over the markets in 2025, ones that investors should consider when aligning their portfolios.

Now that the value vs. growth spreads are bottoming at multi-year lows, investors should start considering potential buys in this value list.

As value stocks underperform growth stocks the most over a multi-year period, oil stocks might become a potential buy in the coming months.

The winners keep on winning. That sums up the horse race for much of this year based on a set of ETFs targeting the main US equity factor risk premiums.

As inflation risks for the United States economy come back online, the trade for a yield curve steepening becomes the best alternative for investors to watch

These are the top investment trends for investors to consider in the coming quarters, primarily through the price action in these different asset classes.

Some investors may think that the Federal Reserve has tamed inflation risks, but recent price action in some assets suggests that reinflation trades are on.

There are signs of a potential rotation in the stock market, which would favor value stocks and hurt growth stocks. Individual stocks amplify these rotations

Ray-Ban Meta glasses are the top-selling product in 60% of European stores, driving significant sales for parent company EssilorLuxottica.

Microsoft to launch autonomous AI agents for businesses in November, streamlining enterprise functions and boosting efficiency.

Don't make it complicated -- and don't make time-based assumptions.

Production delays for Nvidia's Blackwell chips until 2025 have prompted Amazon Web Services & Dell to wait for bulk volumes, impacting their plans.

China's prioritization of domestic AI chips over Nvidia's could affect the company's H20 GPU revenue. China also reportedly ordered its companies to use Huawei chips instead. Nvidia's stock is down and investors can gain exposure through XLK and IVW.

Investors await update on Nvidia's Blackwell chip rollout at upcoming Goldman Sachs conference, amid concerns flagged by analysts and key supplier Taiwan Semiconductor.

Microsoft's new line of AI-capable Windows PCs, powered by Qualcomm and Arm Holdings, faces gaming compatibility issues. Intel's upcoming AI chips may regain market share.

Nvidia Corp (NVDA) retains employees with high compensation packages and a demanding work environment. Stock growth has created millionaires.

Meta's political content control caused a 65% decline in viewership for popular Instagram accounts. The company faced backlash and suspensions.

The significant outperformance of large cap growth stocks versus small cap value stocks is due for an imminent reversal.

The sectors and factors are more aligned technically than they were. However, the market’s breadth could worsen if the rotation toward value and small caps continues.

Reviewing the major US equity factors on a year-to-date basis continues to show large-cap growth leading the horse race, based on a set of ETF prices.

Small-cap stocks are surging, with the iShares Russell 2000 ETF up 9% in the last 5 days. This is due to expectations of Fed rate cuts, causing investors to rotate from tech to small caps.

Tesla (NASDAQTSLA) hiring 800 new employees after significant layoffs. Job openings related to AI, robotics, self-driving, customer-facing, and energy.

Nvidia (NVDA) stock surged 167% in 2024 due to continued AI frenzy. Investor expects market cap of $50 trillion in 10 years. DNB adjusts stake.

Nvidia stock soars due to AI hype, reaching $3.34 trillion valuation. Cloud providers see 5-7x ROI with Nvidia GPUs, and inferencing tasks even more profitable. Early collaboration is key for data center projects. Vanguard Information Tech ETF and iShares S&P 500 Growth ETF offer exposure to Nvidia. NVDA shares up 0.90% premarket at $128.55.

Undervalued growth stocks can seem as rare as hen's teeth when a fast-rising tide is lifting all boats but these three hidden gems can shine.