The stock market declined on Wednesday, marking its first consecutive losses of the year, as investors weighed a new round of earnings from major banks and evaluated ongoing geopolitical risks. Markets were also unsettled by President Trump’s continued legal challenges targeting Federal Reserve Chair Jerome Powell.
Overall, S&P 500 fell 0.5% to 6,927, while NASDAQ dropped 1.0% to 23,472.
Chart of the Day
Here is the one-year chart of Sea (SE) as of December 22, 2025, when the stock was at $125.
Sea is improving its logistic capability — a highly strategic moat — to build a long-term advantage across Southeast Asia. The company does this through its in-house network, SPX Express which lets Shopee control delivery speed, cost, and service quality instead of relying on third parties.
In Indonesia, Sea rolled out same-day and instant delivery in cities, driving over 35% year-over-year growth in fast -delivery orders, while in rural areas it introduced cheaper delivery options that cut cost per order by 20%.
In Taiwan, Sea expanded its automated locker network to over 2,500 locations, now handling over 70% of deliveries, while lowering cost by more than 30% per order.
Despite these operational improvements, the stock has been going down because investors are worried about near-term profits, as Sea is spending heavily on logistics, fulfillment, and AI, which pressure margins today even though these investments are likely to drive stronger growth and profitability in the future.
SE is part of our Growth Portfolio and Aggressive Growth Portfolio. 2025 was a bad year for ecommerce stocks. Sea stock has very good upside heading into 2026.
