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Oracle’s success will be directly tied to OpenAI’s financial strength, says Jefferies’ Brent Thill
What the Nvidia-Groq deal means for the AI trade, plus precious metal bubble talk
Bloomberg Surveillance 12/26/2025
How geopolitical tensions could impact oil prices
Bernstein’s Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space
Nvidia's $20B deal with Groq, plus 2026 investing resolutions and market outlook
AI story is no longer an equity story, says Apollo Global’s Torsten Slok
Nike is going to get its act together, says Jefferies' Randy Konik
Strategy builds cash reserve and pauses Bitcoin purchases
Tesla will have to bend over backwards to keep share price up, says The Westly Group's Steve Westly
IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen
Growth forecasts continue to be moderate if not better than that, says Stanford's Jared Bernstein
All of the FOMC's rate decisions in 2025.
Reskilling from AI layoffs is the biggest challenge we're seeing: Greer Consulting's Jason Greer
Market breadth gives us more confidence for 2026 performance, says US Bank's Tom Hainlin
Next year's box office will be the biggest since the pandemic, says Comscore's Paul Dergarabedian
China and the United States: Investing opportunities amid tense relations
Tesla and Elon Musk in 2025: White House, Robotaxi, China, EV tax credit cuts, stock comeback
Tariffs are increasing prices are dragging American manufacturing: Cato Institute's Scott Lincicome
Consumers proved to be resilient despite shortened holiday season: 5 New Digital's Michael Zakkour
Government tailwinds are baked into stocks, says DCLA's Sarat Sethi
Bernstein: It's possible some price reform could be achieved for the healthcare marketplaces
Howard: Corporate profits are strong, and we're hitting the sweet spot on unemployment
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