---
title: "🔥 U.S. MARKET HOT TAKE — Friday, Dec 12, 2025"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000350501.md"
description: "Hey brilliant investors! Another wild day in the markets with some major moves and AI drama. Let’s break it down!🤫 Ps: Task Coins are waiting for you, read till the end."
datetime: "2025-12-12T02:35:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000350501.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000350501.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000350501.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# 🔥 U.S. MARKET HOT TAKE — Friday, Dec 12, 2025

Hey investors! Another wild day in the markets with some major moves and AI drama. Let’s break it down:

📈 **Silver just smashed records** — soaring past **$64/oz**! Driven by supply shortages, green tech demand, and Fed cut hopes. Are we entering a new commodity supercycle?

📉 **Oracle crashed ~12%** — biggest loser of the day. Weak cloud growth + massive AI capex with long payback = investor panic. Overreaction or justified sell-off?

🤖 **Broadcom’s AI revenue surged 74%**… but stock dipped on margin squeeze. AI products are growing fast but less profitable. Is the AI trade getting crowded?

🧠 **OpenAI dropped GPT-5.2** — direct shot at Google. Better reasoning, better coding. Google stock fell on rivalry fears. Who’s winning the AI war now?

🎬 **Disney x OpenAI = $1B deal** — Disney licensing Marvel & Star Wars for AI video generation (Sora). Stock up. Would you watch an AI-made Avengers movie?

So... which move surprised you the most today?  
👇 Drop your thoughts below and repost it (as the picture below shown) to **earn 288 Task Coins!**

### Related Stocks

- [AMP.US](https://longbridge.com/en/quote/AMP.US.md)
- [DAY.US](https://longbridge.com/en/quote/DAY.US.md)
- [TECH.AU](https://longbridge.com/en/quote/TECH.AU.md)
- [TECH.US](https://longbridge.com/en/quote/TECH.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [FAST.US](https://longbridge.com/en/quote/FAST.US.md)
- [ING.US](https://longbridge.com/en/quote/ING.US.md)
- [NOW.US](https://longbridge.com/en/quote/NOW.US.md)
- [DIS.US](https://longbridge.com/en/quote/DIS.US.md)
- [CUT.US](https://longbridge.com/en/quote/CUT.US.md)

## Comments (8)

- **long x long 44 · 2025-12-13T01:49:20.000Z**: Dell might be next M&A target . Imo
- **LazyCat · 2025-12-12T17:51:07.000Z**: I must say that the Disney x Open ai partnership surprises me the most. It seems that companies are beginning to think of ways to monetize AI.
- **AnilMishra · 2025-12-12T09:11:34.000Z**: Disney x OpenAI partnership for video generation. will be interesting to see what comes out from AI powered content.
- **Heroic Lifesaver · 2025-12-12T02:55:10.000Z**: Silver is surprising to the upside. Was expecting a retreat as liquidity improves.
- **Valenxis · 2025-12-12T02:53:14.000Z**: Silver not stopping and no technical pullback yet?
- **NewUser_oDPBc9 · 2025-12-12T02:45:45.000Z**: AI stocks all up down up down. Broadcom earn so much also drop? The market siao dy🤨
- **KC1028 · 2025-12-12T02:43:37.000Z**: Disney’s move could be a hedge against rising production costs. Smart use of IP!
- **Kellyk310 · 2025-12-12T02:40:45.000Z**: disney make ai avengers? sounds fun but also a bit scary ah


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**