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...

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Market Briefing
December 09, 2025

 

Good morning.

The Fast Five → 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…

📌 Nvidia’s charging into two seismic tech frontiers projected to be worth over $24 Trillion. And they’re in a race to dominate first. But here’s the dirty secret Nvidia won’t admit… they can’t do it alone. Nvidia needs 3 Silent Partners—and this $24T pivot hinges on them. Go here now and find out about 3 companies critical to Nvidia’s success in 2026.  (ad)

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

  • Today:
    ADP Weekly Employment (tentative)
    JOLTS Job Openings, 10:00A

  • Tomorrow:
    Federal Funds Rate, 2:00P
    FOMC Econ. Projections, 2:00P
    FOMC Press Conference, 2:30P

Your 5-minute briefing for Tuesday, Dec 9:

BEFORE THE OPEN

As of market close 12/8/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 44.29% for Week of DEC 04 2025

Previous week: 32.03%

Market Wrap:

  • Futures flat despite Nvidia pop on China chip approval.

  • NVDA +2% after Trump okays H200 sales with 25% U.S. cut.

  • Tech was Monday’s lone winning sector.

  • Yields rising as inflation worries linger.

  • Fed decision tomorrow; ~89% odds of a cut.

  • Soft PCE fueled last week’s rally.

  • Earnings ahead: Oracle, Broadcom, Costco, Lululemon.

EARNINGS

Here’s what we’re watching this week:

Nvidia’s Most Valuable List for 2026

Many companies partnering with Nvidia have seen their own stocks go up …

That includes ASML, up 4,501% …

Synopsys, up 3,745%.

And Taiwan Semiconductor, which has soared as much as 9,793%.

You won’t find these companies anywhere in Nvidia’s official Partner Network.

In 2026, a new set of them is poised to benefit.

Find out who they are right away.

- a message from Weiss Ratings -

HEADLINES

The move, which has the support of Lutnick, could bolster Nvidia’s revenue by opening up a huge market for its chips while ensuring US technology remains the standard worldwide.

The fight over the future of Hollywood just got nastier.

  • Stocks end lower as investors wait for Fed rate decision (more)

  • Trump says he’ll sign executive order curbing state AI rules (more)

  • Fed could find itself in a bind as it sets the stage for Powell's successor (more)

  • This week's expected rate cut could be the last one for a while (more)

  • Oppenheimer sets street-high 8,100 S&P target for 2026 (more)

  • US dollar gains as investors brace for 'hawkish' Fed this week (more)

  • Trump to unveil $12B in long-awaited farm aid program (more)

  • China’s trade surplus climbs past $1 trillion for first time (more)

  • Jamie Dimon forms adviser Supergroup for $1.5 trillion (more)

  • NextEra to build 15 gigawatts of power for data centers by 2035 (more)

  • Confluent stock soars 29% as IBM announces $11B acquisition deal (more)

  • Warren Buffett's Berkshire Hathaway shakes up its leadership (more)

  • Tiger Global launches new fund eyeing $2.2B raise, disciplined approach (more)

  • Silicon Valley-backed defense firms face growing pains after hot streak (more)

TOGETHER WITH ROKU

Shoppers are adding to cart for the holidays

Peak streaming time continues after Black Friday on Roku, with the weekend after Thanksgiving and the weeks leading up to Christmas seeing record hours of viewing. Roku Ads Manager makes it simple to launch last-minute campaigns targeting viewers who are ready to shop during the holidays. Use first-party audience insights, segment by demographics, and advertise next to the premium ad-supported content your customers are streaming this holiday season.

Read the guide to get your CTV campaign live in time for the holiday rush.

DEALFLOW

M+A | Investments

  • IBM buying Confluent for $11 billion in AI push

  • Alexander & Baldwin agreed to be taken private in a $2.3B all-cash transaction by a JV formed by MW Group, Blackstone Real Estate funds, and DivcoWest

VC

  • Castelion, a defense-tech startup building hypersonic missiles, raised $350M in Series B funding.

  • Blue Current, a solid-state battery company, raised about $80M in a Series D extension round

  • Niobium Microsystems, a semiconductor startup focused on fully homomorphic encryption chips, raised over $23M in Series A funding

  • Resemble AI, a deepfake-detection and AI-security platform, raised $13M in Series A funding

  • Helmet Security, a startup monitoring “agentic AI” tools inside enterprise networks, emerged from stealth with $9M in funding

  • AllScale, a fintech startup building a self-custody stablecoin neobank for microbusinesses, raised $5M in Seed funding

  • Honeyjar, an AI-powered platform for PR/communications workflows, raised $2M in Pre-Seed funding

  • Rotostitch, a hardware startup automating garment manufacturing, raised $1M in Pre-Seed funding

CRYPTO

  • Strategy rises on $963M Bitcoin buy, largest since July (more)

  • Saylor pitches Bitcoin-backed banking system to nation-states (more)

  • Tom Lee's BitMine ramps up Ether acquisition, adding $435M ETH to treasury (more)

  • Wall Street piles in: How Ripple’s quiet pivot led to a $40B valuation (more)

BULLISH BITES

✏️ The accounting uproar over how fast an AI chip depreciates.

🤖 Can AI make you the next Warren Buffett? One bank is working to find out.

🕰 Financial advisers urge clients to wait as long as possible to collect Social Security.

💡 Levi’s is doing a limited reissue of a leather jacket that Albert Einstein bought in the 1930s and wore regularly.

DAILY SHARES

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