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Market Briefing For Monday, Dec. 15

Friday's market activity was dominated by a 'pain trade' mood, influenced by concerns over 'debanking', 'credit default swaps', and a drop in Bitcoin/crypto. Oracle's delay of data-center projects to 2028 highlighted a shift from classical GPU computing to quantum computing. The market saw defensive moves, with small-caps gaining focus. The briefing also discussed past investment decisions and the potential of quantum computing stocks. The primary pressure on the market was Oracle's delay, which could signal a broader shift in technology investment strategies.

Talkmarkets·
US
ORCL
-4.47%
Talkmarkets·
US
ORCL
-4.47%

JPMorgan's base case for India's Nifty 50: 30,000 by end-2026

Rajiv Batra, head of Asia equity strategy and co-head of global EM equity at JPMorgan, explains why JPM is overweight on Indian equities. Batra highlights earnings recovery and potential double-digit growth in the upcoming quarters.

MSN·
US
JPM
+0.36%
MSN·
US
JPM
+0.36%

JPMorgan Chase 2026 Storage Market Outlook: This year's giant market capitalization approaches $1 trillion, $1.5 trillion in 2027

JPMorgan Chase predicts that the storage chip industry will experience the longest boom cycle in history: the market value of leading manufacturers is expected to approach USD 1 trillion this year and soar to USD 1.5 trillion by 2027, an increase of over 50%. The demand for HBM continues to squeeze traditional DRAM production capacity, and AI inference consumes three times the memory compared to training, leading to a supply-demand gap that will persist until 2027. It is forecasted that DRAM prices will surge by 53% in the fiscal year 2026, with strong enterprise market performance completely offsetting pressure from the consumer side

Wallstreetcn·
US
JPM
+0.36%
Wallstreetcn·
US
JPM
+0.36%

Oracle Launches Oracle Database on Google Cloud in India

Oracle Corporation has launched Oracle Database@Google Cloud in India, allowing Indian enterprises to access Oracle AI Database services on Oracle Cloud Infrastructure while integrating with Google Cloud's AI and analytics capabilities. This supports multicloud strategies, IT modernization, and digital transformation for clients.

Reuters·
US
ORCL
-4.47%
Reuters·
US
ORCL
-4.47%

Broadcom CEO: Silicon photonics is a necessary path, but it will take time

Broadcom CEO Chen Fu Yang stated that silicon photonics technology will not impact data centers in the short term, but it will become a necessary path in the future. Chen pointed out that before silicon photonics technology becomes essential, it needs to go through two waves of innovation: expanding copper-based interconnect technology and pluggable optical devices. Broadcom is already conducting research and development to meet future demands and emphasized that the demand for artificial intelligence hardware will continue to exist

Wallstreetcn·
US
AVGO
-11.43%
Wallstreetcn·
US
AVGO
-11.43%
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