Core Viewpoint - Nvidia's recent $20 billion licensing agreement with Groq positions the company as a pivotal player in the AI data center sector, with significant implications for future chip demand [1][3]. Company Summary - Nvidia's stock closed at $190.53, reflecting a 1.02% increase, with a market capitalization of $4.6 trillion [2]. - The company has experienced a remarkable growth of 464,416% since its IPO in 1999 [2]. - Nvidia's trading volume was 136.8 million shares, which is approximately 27% below its three-month average of 188.5 million shares [2]. Industry Summary - The $20 billion acquisition of Groq, a chip start-up founded by developers of Alphabet's TPU, is seen as a strategic move to enhance Nvidia's AI capabilities [6]. - The deal includes the integration of Groq's AI inference technology and its executives into Nvidia, further solidifying its leadership in the AI sector [6]. - Nvidia's recent stock performance has shown an upward trend, with an increase of over 11% in the past six days [7].

The S&P 500 hit a new intraday high while gold and silver continue to soar, today, Dec. 26, 2025.The S&P 500 (^GSPC 0.03%) slipped 0.03% to 6,929.94, the Nasdaq Composite (^IXIC 0.09%) eased 0.09% to 23,593.10, and the Dow Jones Industrial Average (DJINDEX: ^DJI) edged down 0.04% to 48,710.96, all cooling slightly after recent highs in thin post‑Christmas trade.Market moversNvidia (NVDA +1.02%) ticked higher as investors reacted to its Christmas Eve deal to buy about $20 billion in assets from AI startup Gr ...

Market Overview - The S&P 500 is nearing a new record, contributing to a strong market performance in 2025, with investors hoping to maintain the Santa Claus rally [1][2] - Major averages are on track for solid weekly gains, with a focus on cyclical sectors like financials and industrials leading the market [5][6] Economic Outlook for 2026 - The consumer sector is crucial for economic growth in 2026, with potential risks stemming from a weakening job market and consumer confidence [3] - Profit growth is expected to be broad, particularly in industrials and materials, indicating a healthy economic expansion [6][8] Sector Performance - Financials and industrials have shown significant growth, with earnings growth projected at 10% in Europe and Japan, and high teens in emerging markets [9] - The healthcare sector is viewed as both offensive and defensive, benefiting from AI advancements to improve profitability [15][16] Interest Rates and Federal Reserve - The Federal Reserve is anticipated to implement two rate cuts in 2026, aiming for a neutral rate between 3% and 3.5% [10][11] - Stable inflation and interest rates are expected to support market valuations, allowing for continued earnings growth [8][9] AI and Technology Trends - Companies investing in AI are expected to focus on the return on investment rather than just having an AI strategy, with tech firms maintaining strong profit margins [12][13] - The software sector has underperformed compared to the broader market, with concerns about AI's impact on established applications [31][32] Credit Market Concerns - The private credit market is facing scrutiny, with potential risks of a credit cycle emerging as lenders become more selective [88][89] - Investors are advised to monitor high-yield bonds, regional bank stocks, and consumer credit delinquencies as indicators of credit market health [94][95] Streaming and Entertainment Industry - The Oscars will move to YouTube starting in 2029, marking a significant shift in how major award shows are broadcast, aiming to reach a broader audience [98][99] - This transition reflects the growing influence of tech companies in Hollywood and the need for traditional media to adapt to changing viewer habits [100][101]

分组1 - The stock market is experiencing mixed trading, with Dow Jones futures dropping 0.1% and S&P 500 futures also losing ground as Wall Street aims to close the holiday week with gains [5] - Nvidia is actively involved in the market, having licensed key technology from AI chip startup Groq and hiring top personnel, indicating a strategic move to enhance its AI capabilities [6] - The S&P 500 has reached a record high, driven by strong performances from Nvidia and Google, amidst hopes for a Santa Claus Rally [10] 分组2 - There is a growing concern regarding AI stocks in the S&P 500 that are accumulating significant debt, which could pose risks to their future performance [7] - Predictions for the stock market in 2026 are deemed unreliable, suggesting that a more strategic approach is necessary for investors [8] - The market is closely watching companies like Travere Therapeutics, Figure Technology, and Palantir, which are currently in focus due to their potential growth and market movements [10]

NVIDIA and MetaX chips side by side, highlighting competitive pressure after MetaX’s 700% IPO surge. Key Points After China-based GPU manufacturer MetaX recently debuted on the Shanghai market, the stock gained 700%.   With investors rotating out of U.S.-listed AI stocks, the news was reminiscent of January 2025’s DeepSeek market scare. But NVIDIA’s central role in the AI landscape and its strategic partnerships with companies like OpenAI nearly assures its long-term success. Interested in NVIDIA Corp ...

Market Trends - Retail investors continue to show strong interest in momentum stocks, with a pattern of net buying observed in the most active stocks on the platform, indicating ongoing capital inflow [2][7] - Key stocks attracting retail interest include Tesla, Nvidia, Micron, Oracle, and Broadcom, reflecting their strong performance and market relevance [3][4] Investor Behavior - The customer base of the platform is characterized by a mix of casual and semi-professional investors, with many employing sophisticated trading strategies [5] - Dip buying remains a popular strategy among investors, contributing to market stability, as evidenced by aggressive buying during market dips [6][8] Market Dynamics - Retail participation is now considered a significant factor in market dynamics, comparable to stock buybacks that supported equities in previous years [7][8] - The trend of momentum trading has led to a situation where institutions have adapted to retail trading behaviors, further influencing market trends [9] Trading Instruments - The triple-leveraged ETF TQQQ has become more active than its underlying index QQQ, indicating a growing preference for leveraged trading among investors [11] - Tesla remains a top trading stock, with its double-leveraged counterpart TSLL frequently appearing in the top 25, showcasing investor interest in leveraged positions [12]

Now, Mackenzie Sagalos has more in today's tech check. And Mackenzie, I I sort of stopped short when I was reading about this. Maybe you can help explain because he called this a licensing deal, but then it said, I believe, if I'm not mistaken, that the CEO of Gro is going to go work for Nvidia and that it's non-exclusive.I'm like, what is this. An acquisition or what is this. >> It's not an acquisition.They've been very specific in saying that. But this Grock deal came together in just a few days. in the s ...

Groq and Nvidia chips glow side-by-side in a server rack, symbolizing a high-performance AI partnership. Key Points NVIDIA has solidified its leadership position by securing the industry's fastest inference technology to power real-time artificial intelligence applications. The company used its substantial free cash flow to fund this strategic expansion while also returning capital to investors through a cash dividend. This strategic move effectively neutralizes potential competition by integrating top ...

Market Overview - The market and leading AI stocks are at an inflection point, with potential for near-term volatility or pullback, but long-term opportunities remain compelling, extending into 2026 and beyond [1] - AI capital spending is projected to reach approximately $571 billion by 2026, with Nvidia, Broadcom, and Vertiv positioned as critical enablers of this infrastructure buildout [2] Nvidia - Nvidia is a key player in the AI boom, leading in GPU technology, and has seen a 42% return in 2025 despite a subdued year [6] - The company has advanced its largest acquisition to date, acquiring assets from AI chip startup Groq for about $20 billion, which strengthens its competitive position in AI semiconductors [7][8] - Analysts have raised earnings estimates for Nvidia, leading to a Zacks Rank 2 (Buy), with a consensus forecast of nearly 16% earnings growth for the next year and 46.3% annual EPS growth over the next three to five years [9] - The technical picture for Nvidia has improved, breaking out from a descending bullish wedge, indicating potential for further upside as 2026 approaches [10] Broadcom - Broadcom has become increasingly important in the AI ecosystem, particularly as Alphabet reasserts its leadership in AI and large language models [12] - The company plays a critical role in supporting Alphabet's AI infrastructure, providing expertise in ASIC design and networking, which is essential for scaling AI systems [13] - Broadcom currently holds a Zacks Rank 3 (Hold), with consensus estimates projecting 35.7% annual EPS growth over the next three to five years, and trades at approximately 36x one-year forward earnings [14][15] - The stock has shown resilience, finding support after a selloff, and the technical outlook remains encouraging as long as that support holds [16] Vertiv - Vertiv supplies essential power, cooling, and thermal-management solutions for data centers, reinforcing its position in the AI infrastructure buildout [17] - The company has announced expanded partnerships and highlighted strong backlog growth tied to AI-driven capacity expansion, with consensus forecasts indicating 30.2% annual EPS growth over the next three to five years [18] - Vertiv trades at a 40.6x forward earnings multiple, which is justified by its growth rate and role in AI infrastructure [18] - The stock has been consolidating within a defined trading range, with a key resistance level around $180, indicating potential for further upside if that level is broken [19][23] Investment Consideration - Nvidia, Broadcom, and Vertiv collectively offer complementary exposure to the AI buildout, covering compute, custom silicon, networking, and physical infrastructure [24] - Despite potential near-term volatility, the fundamentals, earnings momentum, and long-term demand visibility for these companies remain strong, favoring opportunistic accumulation as the AI investment cycle extends into 2026 and beyond [24]

The right time for investors to make a move may be sooner than they think. - MarketWatch/iStockphoto The investments that have made the biggest gains this year are ending on a high note. Silver SI00, gold GC00, shares of Nvidia NVDA, and stock-market indexes like the Dow Jones Industrial Average DJIA, the S&P 500 SPX and the Nasdaq composite COMP have all surged in December, capping in some cases a remarkable run. Silver, up over 150% this year, rose more than 4% on the day after Christmas. Most Read f ...