Friday 12.29
Stocks gain as tech leads upside while Yen is sold post BoJ – Newsquawk Early US Market Wrap
Wall St Ends Higher as Tech Rally Continues, Led by Micron – Reuters
S&P 500 posts back-to-back gains Friday as AI trade resurges – cnbc
Centrus Energy Soars After Starting Commercial Uranium Enrichment Activity – Zerohedge
Stocks making the biggest moves midday: Lamb Weston, KB Home, Carnival, Oracle, CoreWeave & more – cnbc
AI Boom Drives Data-Center Dealmaking to Record High, Says Report – Reuters
Oracle stock jumps 7% as cloud provider joins investor group to run TikTok’s U.S. business – cnbc
European Shares Close at Record High Driven by Defence Stocks – Reuters
UMich Survey Sees ‘Current Conditions’ In America As The Worst In 47 Years – Zerohedge
EU Folds On Russian Asset ‘Reparations’, Commits $105BN Loan To Ukraine – Zerohedge
Copper Ticks Higher as Supply Tightness in Focus, Heads for Weekly Gain – Reuters
Futures Rise Ahead Of Record $7 Trillion Opex, Yen Tumbles After BOJ Rate Hike – Zerohedge
Data center deals hit record $61 billion in 2025 amid construction frenzy – cnbc
Puma shares fall 1% after Nike earnings rattle markets; European stocks lower – cnbc
Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2% – cnbc
Loss Of Credibility: Yen Craters, Yields Surge After BOJ Hikes Rates To Highest Since 1999 – Zerohedge
Thursday 12.18
Nike Edges Past Quarterly Revenue Expectations on Resilient Demand – Reuters
FedEx Posts Higher Quarterly Results, Raises Low End of Full-Year Profit Forecast – Reuters
Stocks bid after soft CPI and strong Micron earnings – Newsquawk US Market Wrap
Wall St Closes Higher Fueled by Tech Rally, Soft Inflation Data – Reuters
S&P 500 snaps 4-day losing streak, boosted by cooler-than-expected inflation data – cnbc
Stocks making the biggest moves midday: Rocket Lab, Trump Media, Lululemon, Micron Technology & more – cnbc
European Shares Gain After US Inflation Data, ECB Rate Decision Aids Investor Optimism – Reuters
Fed Inflation Target Nears As US CPI Tumbles More Than Expected In November – Zerohedge
US Consumer Prices Increase Less Than Expected in November – Reuters
Initial Jobless Claims Show No Signs Of Labor Market Distress – Zerohedge
European Central Bank holds rates steady in last gathering of 2025 – cnbc
Futures Rise After 4-Days Of Declines Ahead Of CPI, Central Bank Bonanza – Zerohedge
Bank of England cuts interest rates, in welcome Christmas boost for consumers – cnbc
Activist Investor Elliott Builds Billion Dollar Stake In Lululemon – Zerohedge
Oracle’s debt seems to be affecting data center funding – cnbc
European markets open flat ahead of central bank bonanza – cnbc
Asia-Pacific markets track Wall Street declines as rotation out of tech continues – cnbc
China says U.S. will only ‘harm itself’ after Washington approves $11 billion arms sale to Taiwan – cnbc
China’s ‘Manhattan Project’ Builds Secret EUV Chip Machine Long Blocked By The West – Zerohedge
Wednesday 12.17
Business Live – guardian
Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips – Reuters
Micron shares surge amid sharply higher revenue forecasts on AI-led memory demand – investing
Micron forecasts surging revenue as computer memory demand for AI remains high – CNBC
Ongoing tech woes hit stocks – Newsquawk US Market Wrap
Wall Street Closes Lower as AI Funding Jitters Drag Tech Stocks – Reuters
S&P 500 posts four-day losing streak, Nasdaq tumbles 1.8% as Oracle sells off – cnbc
Perfect Storm of Factors Propels Silver to Record High Above $65/oz – Reuters
Stocks making the biggest moves midday: Oracle, Jabil, Paramount, Texas Pacific & more – cnbc
Oracle Says Michigan Data Center Project Talks on Track Without Blue Owl – Reuters
A rise in this data point could trigger a Fed cut in January, BofA says – investing
European Equities Muted as Tech Valuation Concerns Linger; UK Markets Outperform – Reuters
Oracle stock dips 5% on report Blue Owl Capital won’t back $10 billion data center – cnbc
Nvidia vs. Broadcom: Which AI chip stock to own for 2026? Analyst answers – investing
Futures Rise For First Time In 4 Days As Oil Rebounds From 4 Year Low – Zerohedge
General Mills Earnings Top Expectations But CEO Warns Of ‘K-Shaped’ Bifurcation – Zerohedge
German Business Sentiment Unexpectedly Falls in December, Ifo Survey Finds – Reuters
Defense stocks rally as Germany set to approve $60 billion defense splurge – cnbc
OpenAI in talks with Amazon about investment that could exceed $10 billion – cnbc
European markets head for soft open as sentiment falters – cnbc
Asia-Pacific markets trade mixed as investors parse Japan trade data – cnbc
Shares of Chinese chipmaker MetaX soar nearly 700% in blockbuster Shanghai debut – cnbc
Hong Kong’s largest crypto exchange sees lukewarm market debut, shares gain 3% – cnbc
Why China’s young are flocking to government jobs in record numbers – cnbc
Japan’s exports record fastest growth in nine months, sharply beating expectations – cnbc
Tuesday 12.16
Markets see two-way action on a deluge of mixed US data – Newsquawk US Market Wrap
Wall St Ends Mixed, Healthcare and Energy Stocks Weigh on S&P – Reuters
S&P 500 slips for a third day as jobs report sparks economic fears – cnbc
Tesla stock closes at record as investors rally around Musk’s robotaxi hype despite slow EV sales – cnbc
Democrats Continue Blaming Data Centers For Power Bill Crisis, Ignore Biden-Era Inflation Spike By Green Policies – Zerohedge
Stocks making the biggest moves midday: Southwest Airlines, Circle Internet Group, Halliburton & more – cnbc
What Harvard researchers learned about use of AI in white-collar work at top companies – cnbc
US Threatens Countermeasures After EU Fine on Musk’s X – Reuters
Satyajit Das: AI – Artificial Intelligence or Absolute Insanity? – Zerohedge
EU Drops 2035 Combustion Engine Ban as Global EV Shift Faces Reset – Reuters
Pfizer’s modest 2026 outlook shows its big investments will take time to pay off – cnbc
Wall Street Banks Prepare for Round-The-Clock Stock Trading, Reluctantly – Reuters
European Equities End Lower as Investors Assess US Data; Defence Firms Tumble – Reuters
US PMIs Plunge To 6-Month Lows In December – Zerohedge
U.S. Business Activity Growth Hits 6-Month Low in December – Reuters
Job growth tops expectations in November, retail sales unchanged in October – Reuters
Payrolls Paradox: November Jobs Rise 64K, More Than Expected But Unemployment Rate Jumps To 4 Year High – Zerohedge
Payrolls rose by 64,000 in November after falling by 105,000 in October, delayed jobs numbers show – cnbc
‘K-Shaped’ Economy? Core Retail Sales Surged In October – Zerohedge
US retail sales unexpectedly unchanged in October – Reuters
UBS Upgrades Luxury To “Overweight” For First Time In Three Years – Zerohedge
Stocks making the biggest moves premarket: Pfizer, Roku, Kraft Heinz & more – cnbc
Futures Rebound From Session Lows Ahead Of Long Overdue Jobs Report – Zerohedge
Clean tech demand to rebound in 2026 on data center power needs – investing
German Business Activity Growth Loses Further Momentum in December, PMI Shows – Reuters
Europe poised to water down landmark 2035 ban on new diesel and gasoline cars – cnbc
European markets set to open lower as traders look ahead to central bank action – cnbc
South Korea stocks lead losses in Asia after Wall Street declines on tech sell-off – cnbc
Monday 12.15
Business Live – guardian
Bridgewater Warns Big Tech’s Reliance on External Capital to Fund AI Boom Is ‘Dangerous’ – Reuters
Market Outlook: Why strategists see a Goldilocks setup for 2026 – BBG
Stocks hit as tech weakness weighs, eyes turn to NFP – Newsquawk US Market Wrap
Wall St Closes Lower as Investors Position for Busy Week of Data – Reuters
S&P 500 closes slightly lower as AI plays weigh on market – cnbc
Tesla stock closes at 2025 high after Musk confirms driverless Robotaxi tests underway in Austin – cnbc
AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide – cnbc
Stocks making the biggest moves midday: Zillow, KLA, iRobot, Immunome & more – cnbc
This is the best positioned stock for the next AI phase, BofA says – INVESTING
European Stocks Recover, Banks Lead; ECB Decision, US Data in Focus – Reuters
Interactive Brokers Now Accepts Stablecoins In Bid To Remain Competitive – Zerohedge
CNBC Daily Open: Debt worries continue to weigh on AI-related stocks – cnbc
US PREMARKET
|Stocks making the biggest moves premarket: iRobot, Las Vegas Sands, Tilray & more – cnbc
US Futures Recover Most Of Friday’s Dump As “Bad News Is Again Good News” – Zerohedge
European defense stocks slide as Zelenskyy ditches Ukraine NATO membership bid – cnbc
Citi Sets 2026 S&P 500 Target at 7,700, Expects AI to Remain Key Theme – Reuters
German Economy Recorded Robust Start to Fourth Quarter, Says Ministry – Reuters
Copper could hit ‘stratospheric new highs’ as hoarding of the metal in U.S. continues – cnbc
European markets set to start week of central bank meetings in positive territory – cnbc
South Korea stocks lead losses in Asia-Pacific as investors parse key data from China – cnbc
China’s retail sales growth sharply misses estimates in November, deepening consumption worries – cnbc
Key Events This Very Busy Week: Jobs, Payrolls, CPI. Retail Sales And Central Banks Galore – Zerohedge
Five things to watch in markets in the week ahead – investing
Global week ahead: Europe under fire – cnbc
Week Ahead: BoE, ECB and BoJ Rate Decisions; U.S. and U.K. Jobs Reports; U.S., U.K., Canada and Japan CPIs; Chinese Data; Japan Tankan; ECB Wage Trackers – cb