CLOSING BELL
Days Since Semiconductor News: 0

 $SPY ( ▼ 0.01% )  $QQQ ( ▼ 0.01% )  $IWM ( ▼ 0.51% )  $DIA ( ▲ 0.0% ) 

The market was doing its best to keep its head above water on a low volume Christmas hangover Friday.

Prices started the day in a good place, at Chrsitmas eves half-day record highs, and though little changed Friday, metal prices made up for the action with fresh records of their own. Each index gained more than 1% in a short holiday week.

Gold spot prices climbed nearly to $4,550, and silver broke $76/oz. Copper was over $12,252/ ton, about $900 away from the record hit over the summer. It’s flush times for defensive materials stock buying. High labor market stress, sticky 3% inflation, and calls for rate cuts meet a reality of a pessimistic but credit card-wielding, retail-buying, therapizing consumer. No one beats the U.S. consumer. 🛍️ 

Semiconductors were making news again, after Nvidia bought out, (but sortof diddnt buy out) an unheard of startup called Groq that makes the part of AI chips that do all the thinking.

💫 I hope everyone is having wonderful, safe, and successful holidays. 💫 

DEAL NEWS
Nvidia Secures $20B Groq Deal to Dominate AI Inference Market

We are back from the holiday, and the big news isn’t a merger -- it’s Nvidia’s "acquisition but not acquisition" sortof buy out merger with an AI chip startup, Groq.

Nvidia is paying $20B in cash for ‘assets’ in Groq, which includes CEO Jonathan Ross, and President Sunny Madra. Other senior leaders are joining the Nvidia team, according to a blog post, though the startup will continue as an independent company led by CFO Simon Edwards.

Who ever heard of Groq in the first place?

It’s still flush times for AI startups, even if big names like Oracle are paying for it. Startups are taking full advantage of astronomical CapEx spending pledges from the largest tech firms in the world. The startup was valued three months ago at just under $7B in a funding round, and virtually sold for three times that amount Wednesday.

Bank of America described the transaction as "expensive but strategic," comparing its potential impact to Nvidia’s 2019 acquisition of Mellanox.

BofA and Baird both reiterated "Buy" and "Outperform" ratings today with a price target of $275. Analysts note that while Nvidia dominates AI training with its GPUs, the Groq deal provides the specialized hardware needed to lead in real-time AI "thinking" otherwise known as ‘inference.’ 🚀

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TRENDING NEWS
Semi-Tech, Biotech, Bullion, and Share Splits, Oh My!

🚀 Tech and Semiconductors

• AMD $AMD ( ▼ 0.02% ) : Shares are gaining traction after securing a major order from Alibaba for its MI308 chips, which are designed to compete directly with Nvidia’s H200. This win underscores AMD’s growing footprint in the Chinese cloud infrastructure market despite ongoing trade tensions. 칩

• Micron $MU ( ▼ 0.66% ) and Samsung: Samsung is set to begin mass production of HBM4 memory in Feb. 2026 after reportedly passing Nvidia's qualification tests. This move puts pressure on Micron as the industry races to supply Nvidia's next-gen "Vera Rubin" platform and Google’s TPU clusters. 💾

• Coupang $CPNG ( ▲ 6.45% ): South Korea’s e-commerce giant is rebounding after clarifying that a recent data breach was far less severe than feared. The company successfully recovered leaked data from a former employee, confirming that only 3,000 accounts were actually compromised rather than the 33M initially discussed. 📦

🏥 Biotech and Healthcare

• Biohaven $BHVN ( ▲ 3.15% ) : The stock tumbled 14% following a disappointing update from its Phase 2 study of BHV-7000 in major depressive disorder. Investors are recalibrating expectations for the drug's proof-of-concept as the company navigates a crowded psychiatric pipeline. 💊

• Adicet Bio $ACET ( ▲ 0.15% ): Shares are hitting new all-time lows as the company announced a reverse stock split to maintain listing requirements. The move reflects ongoing capital concerns for the micro-cap biotech firm. 📉

🛍️ Retail and Consumer

• Target $TGT ( ▲ 3.13% ) : Shares are on watch following reports from the Financial Times that an activist investor is building a significant stake in the retailer. The move comes as Target struggles to regain its "cheap-chic" momentum and improve margins compared to rivals like Walmart. 🎯

• Precious Metals: Gold and silver extended their holiday gains this morning as investors continue to hedge against 2026 fiscal uncertainty. The "hard asset" rally remains one of the most consistent trends of the fourth quarter. 🥈

📊 Micro-Caps and Splits

• Reverse Splits: Two notable adjustments as Assertio $ASRT ( ▲ 0.42% ) implements a 1-for-15 split and RB Global $RBNE ( ▼ 5.31% ) executes a 1-for-5 split.

• Sidus Space $SIDU ( ▼ 12.27% ) : The stock is trending as it approaches the $3 level following the successful closing of its secondary offering. Traders are monitoring the ticker for volume-driven volatility in the final sessions of the year. 🌌

POPS & DROPS
Top Stocktwits News Stories 🗞️ 

• Sidus Space climbed 24% as retail bullishness continues a monthly surge.

• John Deaton warned against rewriting history in Caroline Ellison's release. 

• Micron tripled in 2025 due to surging AI memory demand.

• Tom Lee endorsed a viral 4chan prediction for crypto in 2026.

• Bitcoin held below $90k ahead of record options expiry.

• Tim Cook showed early insight into Nike's potential before Wall Street.

  

STOCKTWITS VIDEO
Prediction Markets & How Platforms Are Reshaping Investing | The Howard Lindzon Show

It’s a holiday edition of The Howard Lindzon Show with Michelle Steele, and the conversation spans everything from the Degenerate Economy Index to the future of prediction markets, regulation, and Gen Z’s relationship with risk.

Links That Don’t Suck 🌐

📈 Something big may be coming to town—check out IBD’s guide to the Santa Claus Rally*

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😨 Dangerous snowstorm headed toward NYC, New Jersey, upstate New York: Latest forecast

🤖 I spent a year interviewing and listening to over 50 tech leaders talk about AI. Here are the 4 biggest lessons.

💰️ Powerball winner for $1.817 billion jackpot bought lucky ticket in Arkansas. Here are the numbers.

📺️ Zelensky plans to meet Trump on Sunday for talks on ending Russian war

DOJ says it may need a 'few more weeks' to finish releasing Epstein files

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here. 

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