Core Insights - The article discusses the potential for a "Santa Claus rally" in December, despite recent struggles in the stock market [1] Group 1 - Investors are still hopeful for a year-end rally, indicating a positive sentiment in the market [1]

On December 10, Meghan Shue, Wilmington Trust chief investment strategist, appeared on CNBC’s ‘The Exchange’. Given the then-upcoming Fed meeting scheduled for that day, Shue thought that the Fed should cut interest rates (the Fed did cut interest rates by 25 basis points). Shue also stated that she believed there would be more cuts after that day, specifically three more cuts next year, which she noted is largely in line with market expectations. She then provided justification based on the Fed’s dual mand ...

The Santa Claus rally is ready to roll into the end of the year. The Federal Reserve is starting to pump capital back into the market. Now, this Q is happening at a time where the US government's finances are improving, too.Treasury Secretary Scott Besson said yesterday the current calendar year-to-ate deficit is $1.5% trillion. But that compares to a deficit of $ 1.9% trillion for the period last year. It's a 21% drop year-over-year. Now, it's not only that it's a smaller deficit.The economy is also bigger ...

Market Overview - U.S. stocks closed higher on Friday, with a rebound in technology shares offsetting declines in consumer stocks like Nike [8] - The Dow Jones Industrial Average rose by 183.04 points (0.38%) to 48,134.89, the S&P 500 gained 59.74 points (0.88%) to 6,834.50, and the Nasdaq Composite increased by 301.26 points (1.31%) to 23,307.62 [8] - For the week, the S&P gained 0.11% and the Nasdaq rose 0.48%, while the Dow fell by 0.67% [2] Sector Performance - Seven of the S&P 500 sectors closed higher on Friday, while utilities and consumer staples stocks lost 1.34% and 0.49%, respectively [3] - Nike shares dropped by 10.5% due to a decline in gross margins for the second consecutive quarter, impacted by poor sales in China [3] - Lamb Weston experienced a nearly 26% plunge after signaling muted demand for its products for the remainder of the fiscal year [3] - Conagra fell by 2.5% following weak earnings reports [3] Technology Sector Insights - Micron Technology's strong forecasts reignited optimism around AI-related shares, which had faced pressure due to high valuations and funding concerns [8] - Micron reached a record closing high on Friday, ending the day up 7% [8] - Nvidia rose by 3.9% as the U.S. initiated a review that could permit the first shipments of Nvidia's second-most powerful AI chip to China [8] - Oracle jumped by 6.6% after ByteDance signed agreements to transfer control of TikTok's U.S. operations to a group of investors, including Oracle [8] Economic Indicators - Investors found reassurance in U.S. consumer prices rising less than expected in November, although some analysts cautioned that the data might be distorted due to a 43-day government shutdown [3] - Traders are betting on at least two 25-basis-point interest rate cuts from the Federal Reserve next year, with a 20% chance of the first reduction as early as January [5] Market Dynamics - Analysts warned of increased volatility due to "triple witching," which involves the simultaneous expiration of stock options, stock index futures, and stock index options contracts [6] - Advancing issues outnumbered decliners by a 1.44-to-1 ratio on the NYSE, with 269 new highs and 72 new lows recorded [7] - On the Nasdaq, 2,781 stocks rose and 1,890 fell, with advancing issues outnumbering decliners by a 1.47-to-1 ratio [7] - The S&P 500 posted 16 new 52-week highs and five new lows, while the Nasdaq Composite recorded 85 new highs and 158 new lows [7] - Volume on U.S. exchanges was 24.60 billion shares, compared to the 17.19 billion average over the last 20 trading days [8]

So, at the end of a week of wild swings, what have we learned about this trade. Or is this just sort of a blip in the bigger AI trade. Tim, what do you think.>> Uh, no. I look, I think the last month has been important in terms of evaluating free cash flow from companies that that were gold standard by looking at the debt markets by assessing the dynamics of does Oracle have funding. Are the the blue owls of the world sticking by.There's other folks that are uh you know, that's emblematic of a broader story ...

So, at the end of a week of wild swings, what have we learned about this trade. Or is this just sort of a blip in the bigger AI trade. Tim, what do you think.>> Uh, no. I look, I think the last month has been important in terms of evaluating free cash flow from companies that that were gold standard by looking at the debt markets by assessing the dynamics of does Oracle have funding. Are the the blue owls of the world sticking by.There's other folks that are uh you know, that's emblematic of a broader story ...

It’s beginning to look a lot like Christmas for the stock market, which may be headed for a “Santa Claus Rally,” according to analysts, including those at Goldman Sachs and Citadel Securities. Most Read from Fast Company “Barring any major shocks, it will be hard to fight the overwhelmingly positive seasonal period we are entering and the cleaner positioning set-up,” Goldman Sachs Group Inc.’s trading desk team said in a client note, as reported by Bloomberg. “While we don’t necessarily see a dramatic ra ...

Tom, just a couple of final thoughts on today and also the week session as we look back. I mean, I think it was really two stories driving the market narrative this week. It was the macro data, the delayed economic updates that we finally got and also Micron's earnings.We got as I mentioned that backwards looking inflation print or I shouldn't say backwards looking but it was at least delayed a week but you know there were perhaps a few holes in it and as Colin Martin over at Charles Schwab told me this mor ...

The market moved in tandem with a volatile tech sector for most of the week, while a handful of key economic indicators were in focus as well. Software giant Oracle (ORCL) was one of the biggest players, dragging tech earlier in the week, but boosting the market toward the end after news that TikTok agreed to sell its U.S. operations to an Oracle-led investor group. The Dow Jones Industrial Average (DJI) and S&P 500 Index (SPX) snapped a four-day losing streak on Thursday, with help from softer-than-expecte ...

Key Points Bitwise submitted registration documents yesterday to launch a new spot ETF tracking the price of Sui. This application adds to the existing proposals on the SEC's desk, with two other prospective funds awaiting approval. Capital flows matter a great deal in the digital assets space, so increased fervor from institutional players could be a big upside catalyst for Sui over the long-term. 10 stocks we like better than Sui › With many investors now viewing certain key developments this ...