These are Jefferies best stock ideas heading into the second half

Jefferies highlighted its global stock picks as the second half of the year approaches, representing the firm’s highest-conviction stocks with a buy rating.

Stocks are on track for a third straight year of stellar returns. Why a fourth isn’t out of the question. December 29, 2025
After three straight years of 10% or greater returns for the S&P 500, gains in year four are typically more subdued. But that doesn’t mean 2026 won’t be another great year for stocks.
Joseph Adinolfi
Warren Buffett gifts us these 5 investing gems, as Berkshire’s new CEO takes the reins December 29, 2025
Three paragraphs in a 1994 letter to Berkshire Hathaway shareholders reveal the top secret to Buffett’s phenomenal success.
Lawrence A. Cunningham
AI slop is taking over the internet. And it’s here to stay. December 29, 2025
AI tools are more powerful than ever, but they’re creating an internet flooded with low-quality content
Christine Ji
‘I completely trust her’: Should I name my daughter as beneficiary on all my accounts — or add her name instead? December 29, 2025
“She is an intelligent and responsible individual.”
Quentin Fottrell
Google rose to the top in the AI race. Here’s what it’ll take to stay there. December 29, 2025
Alphabet took the title as this year’s top-performing ‘Magnificent Seven’ stock, but the AI competition is fierce
Christine Ji
Here are the ideas that could really help solve America’s affordability crisis in 2026 December 29, 2025
These 10 ideas targeting affordability will be tested in 2026. A look at the ones that could help most, including Trump accounts, free child care and tariff checks.
Venessa Wong
Here’s where AMD can gain ground in the AI chip race next year December 29, 2025
Wall Street will be watching to see if the chip maker’s upcoming AI accelerators and first rack-scale offering will bring it closer in competition with Nvidia
Britney Nguyen
The hot AI trade faces a 1980s style trap and these risks, says this market bull December 29, 2025
Expect more volatility for stocks next year, says Evercore’s Emanuel.
Jamie Chisholm
Microsoft’s business is on fire. So how can its stock break from its curse? December 29, 2025
The OpenAI and Nvidia narratives need to come back into fashion in order for Microsoft shares to move meaningfully higher.
Emily Bary
This hedge-fund veteran who pushed for silver in February now warns of short-term risks December 29, 2025
There are a handful of obstacles to negotiate at the very outset of 2026 but longer-term drivers will soon reassert themselves, says this former hedge-fund head of commodities.
Jules Rimmer