Clough Global Div & Inc Fd

Meta's stock price fell at market open after US non-farm data release

SK Hynix Strengthens Cooperation with Nvidia for AI SSD Development

US stocks open lower, Apple shares fall by 0.39%

NVIDIA Makes Significant Progress in AI Field

Apple's core supplier, Biel Crystal, wins an IDA International Design Award.

NVIDIA Launches CUDA MPS to Enhance GPU Memory Performance

JPMorgan Notifies River UK Micro Cap Ltd of Shareholding Change

Meta Tests Instagram Reels on TVs

Microsoft's AI head makes rare comments on rivals, calling Altman brave, Hassabis versatile, and Musk like a superman

Meta Platforms launches audio editing platform SAM Audio

Forbes analysis suggests Apple stock could drop 30% due to multiple risks

JPMorgan's Voting Rights in Alphawave IP Group PLC Exceed 5%

ViaBill customers in Denmark can now use 'Pay Later' installment plans with Apple Pay

Apple plans to expand its iPhone lineup to seven models by fall 2027

Meta Platforms Launches SAM Audio AI Model for Audio Segmentation

Microsoft hosts a Virtual Training Day on predicting and defending against cybersecurity threats.

US Freezes $42B Trade Pact with UK Over Digital Tax Row

Microsoft and Iberdrola Partner to Expand AI and Energy Projects

Seeking Alpha Analysis: Nvidia Shatters Growth Fatigue Narrative with Record Quarter and Strong Demand

Meta rolls out software update for its AI smart glasses, adding conversation enhancement and Spotify integration

Vision Marine Tech

AMC Robotics

B Riley Financial

Cementos Pacasmayo Saa 

SRX Health Solutions

Adagio Medical

Everbright Digital

Emerald

ChowChow Cloud

AdvisorShares MSOS 2x Daily ETF

Ordinary dividend (cash)

Ex Date: 2025.12.17 (EST), Cash dividend 0.0526 USD

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SOXL

JPMorgan Says to Sell NVDA March $160 Puts. Should You Actually?

Barchart Option

NVIDIA

JPMorgan Chase

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

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

JPMorgan Says to Sell NVDA March $160 Puts. Should You Actually?

SCHW

CNBC's "The Exchange" team discusses what may be next for markets and the U.S. economy in 2026 with Liz Ann Sonders, chief investment strategist at Charles Schwab.

Charles Schwab

Economy to remain K-shaped in 2026, says Charles Schwab's Sonders

SK Hynix is enhancing its partnership with Nvidia to develop next-gen SSDs for AI workloads, addressing the limits of current memory technologies. The collaboration aims to boost SSD performance, advance HBF technology, and develop large-capacity storage. SK Hynix also supplies HBM4 to Nvidia, strengthening ties. Nvidia shares rose 0.71% to $177.55.

- SK Hynix is enhancing its collaboration with Nvidia Corp. to develop next-generation SSDs aimed at supporting AI workloads and overcoming existing memory technology limitations.  
- This partnership also includes collaboration with SanDisk on high-bandwidth flash standards, focusing on improving speed, capacity, and energy efficiency for AI applications.  
- Alongside these efforts, SK Hynix has begun supplying its HBM4 memory to Nvidia, which is set to play a significant role in Nvidia's upcoming Rubin GPU.

benzinga_article

Nvidia Partnership Fuels SK Hynix's Next Big AI Storage Bet

JPMorgan's David Kelly described the U.S. economy as a 'sickly tortoise' with slowing growth and significant labor market weakness. Despite a higher-than-expected nonfarm payroll increase in November, the unemployment rate rose to 4.6%. Kelly predicts uneven growth in 2026, with a temporary boost in H1 from increased tax refunds, followed by a slowdown. He forecasts GDP growth of 3% in H1 and 1% in H2, constrained by limited labor supply and weak investment in sectors like heavy truck sales, construction, and energy.

businessinsider

The economy simulates a ‘sickly tortoise,’ will ‘rev up’ in H1 2026 – JPM’s David Kelly

Meta Platforms

Want To 'Erase' Background Noise? Meta AI Now Lets You Do It Now

Meta has started rolling out a new feature called Conversation Focus for its AI glasses, including Ray-Ban Meta and Oakley Meta HSTN. This feature, available to Early Access Program participants, uses directional microphones to amplify the voice of the person you're speaking to, helping users hear better in noisy environments. Adjustments can be made by swiping the right arm of the glasses or through device settings.

- Meta is launching a new feature called Conversation Focus for its Ray-Ban Meta and Oakley Meta HSTN glasses.  
- The feature utilizes directional microphones to amplify conversations in noisy environments and is adjustable via gestures or settings.  
- While not specifically marketed as an accessibility feature, it enhances user experience for glasses wearers.

The Verge

Meta rolls out AI glasses update with conversation boosting feature

MSFT

Microsoft is releasing a free update for its 2024 Xbox Wireless Headset, introducing Bluetooth Low Energy (LE) Audio. This update offers new features such as improved battery life, lower latency, and enhanced voice chat quality, especially when paired with Xbox handhelds like Xbox Ally and Xbox Ally X. The update aims to overcome limitations of the older Bluetooth Classic mode.

- Microsoft is updating its 2024 Xbox Wireless Headset to include Bluetooth Low Energy (LE) Audio, enabling new features for free.  
- This update is expected to enhance battery life, reduce latency, and improve voice chat quality when used with Xbox handhelds.  
- The transition from Bluetooth Classic to LE will help avoid audio quality drops during two-way voice communication.

Microsoft

Microsoft’s free update brings better Bluetooth to your Xbox Wireless Headset

CRWV

The article discusses whale alerts in the Information Technology sector, highlighting significant options trading activities. It details various put and call option trades with bearish and bullish sentiments for companies like MSTR, CRWV, NVDA, MU, SNDK, ORCL, AVGO, TSM, NOW, and AMD. These trades indicate potential trading opportunities as they involve large sums of money and diverge from normal market estimations.

- The article discusses whale alerts that can help traders identify significant trading opportunities based on large transactions in options.  
- It provides specific examples of recent options activity in the Information Technology sector, highlighting various put and call contracts with their respective sentiments, trade types, and financial details.  
- The information aims to assist traders in understanding market movements and making informed decisions.

ServiceNow

Coreweave

Broadcom

10 Information Technology Stocks With Whale Alerts In Today's Session

JPMorgan Chase & Co has notified River UK Micro Cap Ltd of a change in major holdings. As of December 12, 2025, JPMorgan holds 6.929117% of voting rights, combining direct shares and financial instruments. The notification was completed on December 16, 2025, in London, with JPMorgan Securities plc as the shareholder.

London Stock Exchange

REG - River UK Micro Cap JPMorgan Chase & Co - Holding(s) in Company

OpenAI

Big Tech companies like OpenAI, Meta, and Microsoft support the SPEED Act to reform the federal permit process for AI infrastructure projects in the U.S. The bill aims to streamline permitting, counter China's AI advancements, and address energy constraints. It faces a key House vote, with bipartisan support but opposition from the Freedom Caucus over an amendment limiting presidential power on energy permits.

- OpenAI, Meta, and Microsoft are advocating for Congress to advance the SPEED Act to reform federal permit processes for AI infrastructure.  
- The bill aims to enhance U.S. competitiveness against China by streamlining environmental review timelines and reducing litigation periods under the National Environmental Policy Act.  
- Despite bipartisan support, the SPEED Act faces challenges due to opposition from some House Republicans regarding amendments and concerns from Democrats about environmental protections.

CNBC

AI future: Big Tech faces key House vote on reforming permit process

Meta is testing its Instagram for TV app on Amazon Fire TV devices in the U.S., aiming to expand Instagram's video platform beyond smartphones. The app will feature Reels, short-form videos similar to TikTok, and will maintain vertical video format. Meta plans to expand to other devices and focus on user experience before monetization. The app will allow multiple Instagram accounts and apply content standards for a broad audience.

- Instagram has introduced a privacy setting that will automatically set all underage accounts to private and is launching a new app for TV to stream Reels videos on larger screens.  
- The app will focus on enhancing user experience rather than immediate monetization, with plans to display short-form videos and offer curated content channels based on interests.  
- Meta aims to expand the app to more devices while maintaining a content standard to protect younger audiences from inappropriate material.

Instagram TV app coming to Amazon Fire streaming device

ORCL

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HSBC analyst Stephen Bersey predicts a shift in AI trade focus from hardware to software by 2026, favoring stocks like Oracle, Microsoft, Salesforce, and ServiceNow. Oracle's vectorized database and Microsoft's agentic ecosystem are highlighted as key advantages. Bersey gives high price targets for these stocks, expecting significant growth. Salesforce and ServiceNow are seen as undervalued opportunities despite recent struggles. ServiceNow's potential acquisition of Armis raises concerns. All stocks have a buy rating from HSBC.

- An HSBC analyst predicts a shift from hardware to software investment by 2026, highlighting Oracle's vectorized database as a key asset in the AI application landscape.  
- Prominent software stocks like Salesforce and ServiceNow have declined over 20% this year, but HSBC identifies them and others as undervalued with potential for recovery, particularly with growing demand for AI integration.  
- The analyst anticipates strong earnings growth for Oracle, predicting 25% annual increases from 2025 to 2030, and has set ambitious price targets for Oracle, Microsoft, Salesforce, and ServiceNow.

Dow Jones

Salesforce

Oracle

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Why Oracle and these 3 unloved software stocks could be the next leg of the AI trade

Meta Platforms Rolling Out SAM Audio

marketscreener

Meta Platforms Rolling Out SAM Audio

SSNGY

AAPL

Counterpoint Research predicts a 2.1% decline in global smartphone shipments next year due to a memory chip shortage, reversing this year's 3.3% gain. The shortage, driven by AI demands, is expected to raise handset prices by 6.9% globally. Companies like Apple and Samsung are better positioned to handle the impact, while Chinese brands may struggle. Strategies to mitigate effects include promoting premium models and reusing components.

- Global smartphone shipments are projected to decline by 2.1 percent next year due to a shortage of memory chips, contrasting a previous estimate of a 3.3 percent gain this year.  
- The average selling price for smartphones is expected to increase by 6.9 percent as component costs rise by 10 to 25 percent, affecting manufacturers like Xiaomi and Lenovo, while Apple and Samsung are better positioned to manage these challenges.  
- The shortage may particularly impact entry-level smartphones, pushing companies to encourage consumers towards premium models or lower specifications to mitigate profit losses.

Taipei Times

Samsung Electronics 

Apple

Chip crunch to drive up costs, curb cellphone output next year: researcher

Nvidia's stock rose on Tuesday as investors focused on the company's strategic moves to strengthen its position in AI, despite concerns about an "AI bubble." Key drivers include Nvidia's acquisition of SchedMD, enhancing its control over AI infrastructure, and regulatory clarity on China exports, allowing sales of the H200 chip. However, skepticism remains due to high stock valuation and potential geopolitical risks affecting market access.

- Nvidia stock (NASDAQ: NVDA) increased as investors focused on its expanding AI software capabilities and favorable regulatory clarity on China exports for 2026.  
- Key developments include Nvidia’s acquisition of SchedMD, enhancing its control over AI infrastructure, and the introduction of the Nemotron-3 model family, which aims to reduce AI operation costs.  
- Despite positive market reactions, concerns remain about Nvidia's high valuation and the potential impact of political factors on its access to the Chinese market and broader AI growth.

Invezz

Nvidia stock rises on Tuesday: what’s driving confidence despite growing skepticism?