Core Insights - Oil prices increased by over 1.5% following President Trump's directive for a total blockade of all sanctioned tankers entering and leaving Venezuela, which heightens the risk of extended supply disruptions in the oil market [1] Group 1 - The blockade is expected to impact the supply chain significantly, potentially leading to tighter oil supplies globally [1] - The move reflects ongoing geopolitical tensions and its implications for oil prices and market stability [1] - Market participants are likely to react to the potential for reduced Venezuelan oil exports, which could further influence global oil pricing dynamics [1]

Core Insights - Paramount Skydance's financing for its $108 billion bid for Warner Bros. Discovery has faced a setback due to Jared Kushner's withdrawal from the hostile takeover attempt [1] Group 1 - The bid amount for Warner Bros. Discovery is $108 billion, indicating a significant financial commitment from Paramount Skydance [1] - Jared Kushner's exit from the takeover attempt represents a critical blow to the financing strategy of Paramount Skydance [1]

Core Insights - Shares achieved their first record close since December 2024, indicating a strong market performance and investor confidence [1] - The performance is attributed to the continued dominance of the "Magnificent Seven," a group of leading technology stocks that have significantly influenced market trends [1] Company and Industry Summary - The "Magnificent Seven" refers to a select group of technology companies that have been pivotal in driving market growth and investor interest [1] - The record close of shares suggests a positive outlook for the technology sector, reinforcing its status as a key driver of economic performance [1]

Atlanta Fed President Raphael Bostic said he thought the economy was no longer in danger of a sharp rise in the unemployment rate that might spur a recession. ...

Forget turtledoves and golden rings. When December rolls around, investors expect Wall Street strategists to deliver actionable trade ideas. ...

Shares of U.S. and Canadian cannabis stocks continued their rally on Tuesday, after President Donald Trump a day earlier said he was "very strongly†weighing an executive order to reschedule the drug, a move that could lift some regulations on the substance. ...

"We see 2026 as the year that investors begin to shift their focus from hardware to software positions,†an HSBC analyst wrote. ...

Core Insights - The terms of Stern's deal remain undisclosed, indicating a lack of transparency regarding the financial aspects of the agreement [1] - Despite having a smaller audience compared to his peak, Stern still commands a larger audience than most in the industry [1]

The U.S. economy stumbled at the end of the year, new surveys showed, as rising prices tied to tariffs reduced customer demand and spurred businesses to further tighten the reins on hiring. ...

Fears of an AI bubble are likely here to stay. But a strong spending landscape means many semiconductor stocks can still thrive, according to J.P. ...