Market Briefing

A month before the crash

Our Economy’s Last Gasp?

Oracle revives worry

Trump signs executive order for single national AI regulation, Disney licenses characters to OpenAI—takes $1 bln stake, Rivian unveils AI chip for Robotaxi, OpenAI fires back at Google with GPT-5.2, and Time Magazine names 'architects of AI' person of the year...

Fed said yes

Fed cuts rates with three dissents, Trump: Fed should have 'at least doubled' cut, Oracle knocks stocks, Emirates’ Gulf ambitions stir rivalries on Wall Street, and Cisco shares finally top dot-com record after more than 25 years...

Bracing for decision

Wall Street braces for 'hawkish cut' from Fed, Trump grades his economy "A+++++", the great income squeeze begins, spot silver climbs to $60 for first time, and SpaceX to pursue 2026 IPO raising over $30B...

Nod of approval

Nvidia wins Trump’s approval to sell H200 AI chips in China, Paramount makes hostile bid for Warner Bros., Trump to sign executive order curbing state AI rules, Jamie Dimon forms adviser Supergroup for $1.5 trillion, and Oppenheimer sets street-high 8,100 S&P 500 target for 2026...

Gold, dethroned

Silver and Copper eclipse gold as the top metals, stock funds up 12.6% as year nears an end, Netflix wooed Trump personally, Berkshire Hathaway on track to lag behind the S&P 500 in Buffett’s last year, and OpenAI goes from stock market savior to burden...

'Secret sauce'

Alphabet’s AI chips are a potential $900B ‘secret sauce’, ‘China’s Nvidia’ Moore Threads surges 469% on trading debut, layoffs this year the most since pandemic, Warner Bros. begins exclusive deal talks with Netflix, and Amazon considering directly competing with USPS...

Major coup

Huang: Nvidia is the world's only tech company, Apple design exec poached by Meta in major coup, Wall St shifts AI narrative from 'bubble' to 'air pocket', Fanatics launches prediction market in 24 states, and major banks running crypto-trading pilots with Coinbase...

Baby boom

Michael Dell to fund investment accounts for 25 million kids, Trump will announce Fed chief nominee in early 2026, forecast: AI bubble a "key downside risk", Intel soars on report it will supply chips for Apple, and OpenAI’s Altman declares ‘Code Red’ as rivals threaten AI lead...