🚀 U.S. Markets & Tech Hotlist – Dec 16, 2025 🚀
Hey brilliant investors! Another big day in the markets with movers, shakers, and headline-makers. Let’s break down what’s buzzing this Tuesday:
🔥 Fed Chair Race Heats Up
Kevin Hassett is facing pushback from Trump’s inner circle over concerns about Fed independence. Kevin Warsh is emerging as a strong alternative. Prediction markets are shifting — who do you think will get the nod?
📈 Nasdaq Goes (Almost) 24/7
Nasdaq is applying for a “5x23” trading model — 23 hours a day, 5 days a week! Day and night sessions could change how we trade across time zones. Is round-the-clock trading the future or too much?
⚖️ Commodities Rebalancing: Gold & Silver in Focus
Big rebalancing coming in Jan 2026 for the Bloomberg Commodity Index. Gold and silver are overweight after a strong run. JP Morgan predicts selling pressure (~9% silver, ~3% gold). Time to take profits or hold?
💸 Oracle’ AI Spend Spooks Bond Market
Oracle’s aggressive AI capex is raising eyebrows — and bond market jitters. JP Morgan warns of pressure from debt financing. Stock dipped on revenue miss and capex hike. Smart investment or too risky?
📈 Tesla Hits New Yearly High
Tesla hits a new yearly high, fueled by a major milestone: its Robotaxis are now testing in Austin with no human safety drivers behind the wheel. Bullish on the full self-driving narrative, or think the hype is getting ahead of reality?
🤖 NVIDIA Drops Nemotron 3 with 1M-Token Window
NVIDIA’s new open model family — Nemotron 3 — features Mixture-of-Experts and a crazy 1-million-token context window. Next-level agentic AI is here. Thoughts on the AI arms race?
🎬 Disney + OpenAI = Mega Deal
Disney is licensing characters to OpenAI’s Sora video platform AND making a $1B all-stock investment in OpenAI. Content meets AI in a big way. Game-changer for entertainment?
🎁 Comment & Earn!
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