Going old school

Wall Street goes old school for growth in 2026, Wall Street betting on what pops AI bubble, Trump's approval rating on economy hits record low, SpaceX share sale sets $800 billion valuation, and Oracle’s $300B AI bet has fast become a bubble barometer...

Author

Market Briefing
December 15, 2025

 

Good morning.

The Fast Five → Wall Street goes old school for growth in 2026, Wall Street betting on what pops AI bubble, Trump's approval rating on economy hits record low, SpaceX share sale sets $800 billion valuation, and Oracle’s $300B AI bet has fast become a bubble barometer…

📌 What Do President Trump and Silicon Valley's Elite Have in Common? The Wall Street Journal reports "a high-tech race is underway" as tech giants and President Trump all rush to back a technology (not AI) that could change our daily lives forever. Don't be caught off guard - find out what's going on right here before Jan. 1. (ad)

Calendar: (*Shutdown may affect key data. All times ET) - Full Calendar »

  • Today:
    None watched

  • Tomorrow:
    Non-Farm Employment, 8:30A
    Retail Sales, 8:30A
    Unemployment Rate, 8:30A

Your 5-minute briefing for Monday, Dec 15:

BEFORE THE OPEN

As of market close 12/12/2025. Bitcoin as of 12/14/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 44.59% for Week of DEC 11 2025

Previous week: 44.29%

Market Wrap:

  • Futures slightly lower after mixed week and tech rotation

  • S&P -0.6%, Nasdaq -1.7%; Dow +1.1% on lower tech exposure

  • Oracle -12.7%, Broadcom -7% fuel AI pullback

  • S&P tech sector down 2.3% last week

  • Rotation favors cheaper, non-AI names

  • Key data ahead: payrolls, retail sales, CPI

EARNINGS

Here’s what we’re watching this week:

A MESSAGE FROM STANSBERRY RESEARCH

Did This Oil Company Just Kill the
Fossil Fuel Industry?

On September 22, a Big Oil firm invested $1 billion in a technology that could - according to Live Science - "make oil obsolete." In fact, ExxonMobil, Chevron, Eni, and Shell are ALL locked in a race to harness a breakthrough that could spell the end for Oil & Gas.

Why are they taking on this apparent suicide mission?

And what does it mean for your money?

- a message from Stansberry Research -

HEADLINES

It’s been three years since OpenAI set off euphoria over artificial intelligence with the release of ChatGPT. And while the money is still pouring in, so are the doubts about whether the good times can last.

One theme is becoming prevalent as the new year approaches: The technology giants that have been shouldering this bull market will no longer be running the show.

  • Not 'very hawkish at all': Wall Street optimistic for 2026 market rally (more)

  • Trump's approval rating on the economy hits record low 31% (more)

  • Corporate-bond investors party as hangover looms (more)

  • Rich world’s rate-cut momentum is fading away (more)

  • Currencies on guard ahead of major central bank decisions (more)

  • China's factory output, retail sales weaken in November (more)

  • Oil rises on fears of supply disruption as tensions escalate (more)

  • Oracle’s $300B AI bet has fast become a bubble barometer (more)

  • SpaceX share sale sets $800 billion valuation (more)

  • Alphabet poised for another paper gain as SpaceX valuation jumps (more)

  • Transportation stocks are hitting their stride, a good sign for investors (more)

  • Bitcoin hoarding company Strategy remains in Nasdaq 100 (more)

  • Nomura seeking private debt acquisitions in alternatives push (more)

How a Quiet Project Sparked a Gold Rush

It started as a whisper - an obscure technology buried in research labs. Then Sam Altman made his largest personal investment. Bill Gates doubled down. Even the White House stepped in.

And now a January 1st deadline could flip the switch. The story is bigger than anyone realizes.

- a message from Stansberry Research -

DEALFLOW

M+A | Investments

  • Adobe agreed to acquire Runway Systems

  • Salesforce agreed to acquire PromptLayer

  • PayPal acquired Loop Returns

  • Intuit acquired GridPay

  • Workday acquired TalentSignal

  • ServiceNow agreed to acquire Aisera

VC

  • Helix Carbon, a carbon-capture technology startup, raised $34M in Series B funding

  • NovaGen Health, an AI-enabled clinical trials platform, raised $28M in Series A funding

  • BrightPeak Energy, a distributed energy software company, raised $22M in growth funding

  • Atlas Grid, a grid-scale battery optimization software company, raised $19M in Series A funding

  • Stackwise AI, an enterprise AI cost-optimization startup, raised $15M in Series A funding

  • CarePilot, an AI care-coordination platform for health systems, raised $12M in Seed funding

  • LumaForge Bio, a synthetic bio company, raised $11M in Seed funding

  • ForgeOps AI, a DevOps automation startup, raised $9M in Seed funding

  • Railbird AI, a sports analytics and betting intelligence company, raised $8.5M in Seed funding

  • ClarityEd, an AI-powered student assessment platform, raised $6M in Seed funding

CRYPTO

  • Barclays sees ‘down-year’ for crypto in 2026 without big catalysts (more)

  • Crypto winter could spur 'Darwinian phase' for digital asset treasury firms (more)

  • BOJ set to hike rates to 30-year high, posing another threat to Bitcoin (more)

  • Crypto’s biggest players troop to Abu Dhabi, looking for a financial boost (more)

BULLISH BITES

🤔 Making sense of the risky Netflix-Warner Bros. deal.

🤖 The eerie parallels between AI mania and the dot-com bubble.’

👉 Merry Christmas, you're fired! The holiday layoff comeback.

🎄 It's beginning to look a lot like (AI) Christmas.

DAILY SHARES

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