AI’s future depends on these 4 AI energy saviors (from Weiss)
Happy Holidays from all of us!
Hope you had a great Christmas. While you were celebrating with family, markets kept moving and there's a lot to catch up on.
Gold broke records, tech stocks climbed higher, and some big names made surprising moves.
Let's break it down.
Gold & Silver Just Won't Stop
Gold crossed $4,500, with a record peak around $4,530 an ounce. Silver hit $75. That's gold up 72% YTD and silver up 155%. Those aren't typos.
Why the surge? When markets feel shaky, investors grab gold and silver like a safety blanket. Add in talk of rate cuts and global tension, and you get record prices. Platinum and palladium joined the party too.
What matters:
Both metals hit all-time highs this month
They're beating most stocks this year by a mile
Demand comes from both investors and industries
What's in your portfolio right now?
U.S. Stocks Keep Climbing
The S&P 500, Dow and NASDAQ closed at record highs this week. Yeah, even with all the uncertainty out there.
What's pushing stocks up? Consumers keep spending. Companies are posting decent earnings. And people think the Fed will cut rates next year. That combination has been enough to keep the rally going.
What matters:
S&P 500, Dow, NASDAQ hit new records in late December
Market breadth stayed positive despite mixed signals
Rate cut hopes are keeping investors optimistic
Tim Cook Makes a $3M Bet on Nike
Apple's CEO just bought 50,000 Nike shares $NKE at around $59 each. That's nearly $3 million of his own money, and it almost doubled his Nike stake.
Cook sits on Nike's board, so he knows the company inside and out. Nike's been struggling lately, but Cook's buying anyway. When an insider puts that much money on the table, it gets people's attention. $NKE went up after the news broke.
What matters:
Cook's personal vote of confidence in Nike's comeback
One of the biggest insider buys at Nike in years
Stock jumped after investors saw the filing
Wegovy Gets FDA Green Light
Novo Nordisk $NVO ( ▼ 0.45% ) just got approval for a daily pill version of Wegovy. This is big because until now, you had to inject it weekly.
The pill uses the same drug (semaglutide) but in a form you can swallow. For people who hate needles or just want convenience, this changes things. It also heats up competition in the weight-loss drug market. Eli Lilly $LLY ( ▲ 2.93% ) and others are watching closely.
What matters:
First FDA-approved oral version for weight loss
Opens up the market to more people
Competition in obesity drugs is about to get fierce
Who wins most from FDA approving oral Wegovy?
Starlink Hits 9 Million Users Worldwide
SpaceX's internet service now has 9 million people using it across 155 countries. They're adding about 20,000 new customers every single day.
That's a lot of people in rural areas, remote locations, and places where traditional internet doesn't reach. It's also becoming a serious revenue stream for SpaceX while they work on rockets and Mars plans.
What matters:
9M users and growing fast
Coverage in 155+ countries
20,000 daily sign-ups
Do you believe Starlink eventually IPOs separately from SpaceX?
Nvidia Drops $20B on Groq
Nvidia $NVDA ( ▼ 4.17% ) just its biggest deal ever. They're paying $20 billion to license technology from Groq, an AI chip startup that competes with them.
Here's the twist: this isn't a full acquisition. Nvidia is licensing Groq's chip tech and hiring away their CEO, Jonathan Ross, and top engineers, but Groq stays independent. Groq builds specialized chips for AI inference, and they claim their chips run 10 times faster than standard GPUs while using way less energy. Nvidia clearly sees where the AI market is heading.
“We plan to integrate Groq’s low-latency processors into the NVIDIA AI factory architecture, extending the platform to serve an even broader range of AI inference and real-time workloads.”
What matters:
Nvidia's largest deal ever, previous record was $7B
Focus on AI inference, not just training
Groq's CEO (Google TPU creator) joins Nvidia
Need to Know
Bottom Line
Thanks for being here. We know you've got a lot of choices for market news and investment insights.
The fact that you trust us with your time means everything.
2025 brought some wild moves: record highs in metals, tech breaking barriers, and shifts that'll echo into the new year.
We're heading into 2026 together, and we'll keep bringing you the news that actually matters, without the noise.
Here's to smarter decisions, clearer thinking, and better returns ahead.
