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Investing Club Reveals Top 10 Stock Market Watchlist for 2024

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  Published in Stocks and Investing on Saturday, December 27th 2025 at 22:01 GMT by CNBC

Navigating the New Year: The Investing Club's Key Stock Market Watchlist

As 2024 draws to a close, CNBC’s “Investing Club” – a group of seasoned investors who share their stock picks and analysis with viewers – has released its top ten things to watch in the stock market heading into the new year. The list, published December 26th, reflects a cautious optimism tempered by ongoing economic uncertainties and a desire for identifying opportunities amidst potential volatility. It's not just about what’s happening now, but what signals investors should be looking for as we move forward. This summary breaks down those key areas, offering context and explaining why they are on the Club’s radar.

1. The Fed's Rate Cut Timeline & Inflation Data: The overarching theme dominating the Investing Club's watchlist is the Federal Reserve’s monetary policy. For months, market participants have been anticipating interest rate cuts in 2024. While a December meeting already saw the Fed signal potential easing, the timing and magnitude of those cuts remain crucial. The Club emphasizes that upcoming inflation data – particularly the Personal Consumption Expenditures (PCE) index – will be paramount in shaping expectations. A hotter-than-expected inflation report would likely push back rate cut timelines, potentially impacting stock valuations, especially for growth stocks sensitive to interest rates. Conversely, a cooling of inflation could fuel optimism and support further market gains. As noted by the Club, the "market is pricing in quite a bit" of cuts, meaning any deviation from expectations will be heavily scrutinized.

2. Nvidia's (NVDA) Continued Dominance & AI Landscape: Nvidia’s remarkable run has been a defining feature of 2023. The company continues to dominate the artificial intelligence chip market, and its performance remains a bellwether for the broader AI revolution. The Investing Club highlights that Nvidia’s upcoming earnings report will be closely watched not just for financial results but also for insights into demand trends and future product roadmaps. However, they caution against complacency. Increased competition from companies like AMD (AMD) and Intel (INTC), alongside potential regulatory scrutiny of Nvidia's market power, could pose challenges in the coming year. The Club notes that while AI remains a powerful force, its impact needs to be carefully assessed for sustainable growth.

3. Tesla’s (TSLA) Challenges & Electric Vehicle Demand: Tesla has faced significant headwinds recently, including price cuts and concerns about slowing demand. The Investing Club acknowledges these challenges but sees potential opportunities if the company can address them effectively. Key areas of focus include production efficiency improvements, navigating increasing competition in the EV space from both established automakers and new entrants (like BYD), and demonstrating continued innovation beyond just vehicle manufacturing – particularly in energy storage solutions. The Club emphasizes that Tesla's valuation remains high and requires strong execution to justify it.

4. Bank of America’s (BAC) Earnings & Financial Sector Health: The health of the financial sector is vital for overall economic stability, and the Investing Club believes Bank of America's upcoming earnings report will provide valuable insights. Analysts will be looking for signs of strength in lending activity, credit quality, and net interest margins – all crucial indicators of the banking system’s resilience. Concerns around commercial real estate loans continue to linger, so any commentary from BAC regarding this sector will be closely analyzed.

5. Home Depot's (HD) Performance & Housing Market Trends: Home Depot serves as a proxy for the health of the U.S. housing market. The Club points out that while interest rates have suppressed home sales, underlying demand remains relatively strong. The company’s earnings report will offer clues about consumer spending on home improvement projects and overall sentiment within the housing sector. A positive outlook from Home Depot could signal a potential rebound in the housing market later in 2024.

6. UnitedHealth Group's (UNH) Impact on Healthcare: As one of the largest healthcare companies, UnitedHealth’s performance significantly influences the entire industry. The Club will be watching for insights into cost pressures, regulatory changes, and innovation within the healthcare sector. The ongoing debate around drug pricing and access to care continues to pose risks, but UNH's size and diversification offer some protection.

7. CrowdStrike (CRWD) & Cybersecurity Concerns: With geopolitical tensions remaining high and cyberattacks becoming increasingly sophisticated, cybersecurity remains a critical priority for businesses and governments alike. CrowdStrike, a leading provider of endpoint security solutions, is highlighted by the Club as a key indicator of demand within this sector. Their earnings report will provide insights into the ongoing threat landscape and the effectiveness of their defenses.

8. Amazon's (AMZN) AWS Growth & Cloud Computing: Amazon Web Services (AWS), Amazon’s cloud computing division, is a significant profit driver for the company. The Club believes that monitoring AWS growth is essential to understanding Amazon’s overall financial health. Competition in the cloud space remains fierce, with Microsoft Azure and Google Cloud Platform vying for market share.

9. Constellation Brands' (STZ) Beer Portfolio & Consumer Spending: Constellation Brands, known for brands like Modelo and Corona, provides a window into consumer spending habits, particularly within the beverage alcohol category. The Club notes that discretionary spending is an area of concern as inflation persists, so Constellation’s performance will be scrutinized to gauge consumer resilience.

10. Palantir (PLTR) & Government Contracts: Palantir, specializing in data analytics for government and commercial clients, has benefited from increased demand for its services. The Club highlights the importance of monitoring Palantir's ability to secure new government contracts and demonstrate sustainable growth beyond initial projects.

In conclusion, the Investing Club’s watchlist paints a picture of cautious optimism tempered by significant uncertainties. The focus on Federal Reserve policy, inflation data, and key earnings reports underscores the need for investors to remain vigilant and adaptable as they navigate the complexities of the coming year. While opportunities exist within sectors like AI and cybersecurity, careful analysis and risk management will be crucial for success in 2024.