Guotai S&P 500 ETF(QDII)

Zhitong Finance analyzes Nvidia's partnership with Groq, suggesting the era of AI inference may test its high gross margin myth

US stocks fluctuated in a narrow range at the close on Friday, with the three major indexes closing slightly lower

Amazon Launches ECS Express Mode

NVIDIA responds to H200 chip supply plan for China, stating it won't affect global supply capabilities.

Google lists 1.05 billion euros in EU fines as regular expense

Report: Tech companies are keeping $120 billion in data center spending off balance sheets using SPVs

KeyBanc Raises Meta's Target Price to $800, Meta's Stock Draws Attention

Brokerage releases 2025 year-end review, noting Google's stock rose 66% throughout the year

NVIDIA Acquires AI Startup Groq for $20 Billion

Sina Finance analysis points to future growth concerns for Apple despite record high stock price

NVIDIA Stock Surges 4.2% to Lead Dow on Strong Blackwell Yields and Sovereign AI Deals

Report Analyzes Tesla Cybertruck's Difficult Path to the European Market

US Regulator Probes Nearly 180,000 Tesla Model 3s Over Door Release Issue

Nadella Personally Intervenes in Microsoft's AI Recruitment Offering High Salaries

Rumor: iPhone 18 Pro Camera Sensors May Be Produced in the US

24 US giants launch 'Project Genesis', targeting the combination of AI and energy

Chinese research team achieves a major breakthrough in quantum error correction, surpassing Google in efficiency

Apple wins temporary legal victory in Apple Watch patent dispute with Masimo

Short selling options on Tesla et al. could yield significant returns in the next 30 days

Google acquires energy infrastructure firm Intersect for $4.75 billion to power AI growth

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Nvidia has strategically acquired assets and talent from Groq for $20 billion without labeling it as a formal acquisition, likely to avoid antitrust scrutiny. This move allows Nvidia to enhance its AI capabilities while preventing rivals from accessing Groq's technology. The deal structure, labeled as a non-exclusive license, reflects a trend among Big Tech companies to secure AI talent and technology without triggering full merger reviews. Analysts view the deal as both offensive and defensive, with Nvidia maintaining its market dominance.

- Nvidia secured a $20 billion deal to acquire assets from Groq without classifying it as a formal acquisition, allowing for quicker closure and reduced antitrust scrutiny.  
- The deal, which involves key Groq leaders joining Nvidia while Groq operates independently, is part of a broader trend among major tech firms seeking AI talent without triggering mergers and acquisitions reviews.  
- Nvidia's stock is up significantly this year, reflecting its robust market position, while questions remain regarding the ownership of Groq's intellectual property and its potential impact on competition.

Cryptopolitan

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

Nvidia avoids acquisition label with Groq structure to calm antitrust concerns

Talkmarkets

Meta Platforms

Amazon

Microsoft

Alphabet - C

Alphabet

Looking Ahead To 2026: Why Hyperscalers Can’t Slow Spending Without Losing The AI War

Meta shares drew fresh attention after KeyBanc raised its price target to $800 on July...

KeyBanc lifts Meta target to $800

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Google's latest quarterly filing reveals that it now lists $10.5 billion in EU fines as a regular expense, highlighting how such penalties have become routine for major U.S. tech firms in Europe. The fines cover issues related to ads, Android, and AI. This financial burden exceeds the tax contributions of European tech companies, indicating a growing revenue stream for the EU. The situation has led to political tensions between the EU and the U.S., with accusations of discriminatory practices against American firms.

- Google's quarterly filing reveals that the company now categorizes "European Commission fines" as a routine expense, totaling $10.5 billion by September 30.  
- The fines paid by U.S. tech firms in Europe surpassed the income tax contributions from European companies, raising concerns about the sustainability of the EU’s tax base.  
- Tensions between the U.S. and EU have escalated, with accusations of discriminatory practices against U.S. firms, while new regulations like the Digital Services Act and Digital Markets Act impose strict compliance requirements on major tech companies.

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Google now lists $10.5B in EU fines as a regular expense in its reports

PLTR

Stock Market Today: The major indexes close incrementally lower on Friday following the Christmas holiday.

Palantir Tech

Stock market today: Nvidia can't lift Dow; Palantir falls below this mark (live coverage)

BABA

TSLA

HOOD

BHP(BHP) rose 1.68%, with a trading turnover 87.2 Million USD, and a year-to-date rose 32.2%. Rio Tinto(RIO) rose 1.67%, with a trading turnover 155.9 Million USD, and a year-to-date rose 48.5%. Palantir Tech(PLTR) fell 2.81%, with a trading turnover 4.8 Billion USD, and a year-to-date rose 149.5%. Tesla(TSLA) fell 2.1%, with a trading turnover 28.0 Billion USD, and a year-to-date rose 17.7%.

- The Nasdaq Composite Index decreased by 0.09%, with a year-to-date gain of 22.2%.  
- The S&P 500 Index fell by 0.03%, accumulating a 17.8% increase this year, while the Dow Jones Index dropped by 0.04%, with a 14.5% gain year-to-date.  
- BHP increased by 1.68%, whereas Rio Tinto rose by 1.67%, while Palantir Technologies and Tesla saw declines of 2.81% and 2.1%, respectively.

Top Gainers & Losers

Rio Tinto

Alibaba

Taiwan Semiconductor

Tesla

Robinhood

AppLovin

Top 5 US Stock Gainers/Losers (>100B) (12.26)

CRCL

AMZN

Walmart and Amazon are exploring launching their own stablecoins to reduce transaction fees and improve settlement times, posing a threat to traditional credit card companies. This move could transform them into financial hubs, impacting existing payment systems. Meanwhile, silver is gaining momentum, with SLV up 75% since June 2025, and further price increases expected in 2026. The GENIUS Act, a bill for stablecoin regulation, is progressing, potentially paving the way for mainstream crypto adoption.

- Walmart and Amazon are exploring stablecoin initiatives to reduce credit card processing fees, which could significantly impact traditional payment processors.  
- Concurrently, silver is gaining momentum, rising approximately 75% since June 2025, as supply constraints and increased industrial demand boost its value.  
- Additionally, the proposed "Trump Accounts" may inject billions into the stock market, potentially altering the financial landscape for new investors.

InvestorPlace

Walmart

Circle

A Major Shakeup in the Fintech Space