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🕐 Market Recap | Tuesday, Dec 23, 2025
Tech leadership holds firm as SPX grinds higher, VIX sinks toward complacency
📈 Market Overview
Steady risk-on tone continues with broad tech participation:
• S&P 500 (SPX): +0.24% — holding near highs, buyers defending dips
• Leaders: NVDA, GOOGL, AMZN
• Supportive: META, AAPL, MSFT
• Lagging: TSLA (digesting gains)
• VIX: -2.70% — volatility sliding, supporting upside bias
🧵 Stock-by-Stock Breakdown
NVDA +1.46...
Tech leadership holds firm as SPX grinds higher, VIX sinks toward complacency
📈 Market Overview
Steady risk-on tone continues with broad tech participation:
• S&P 500 (SPX): +0.24% — holding near highs, buyers defending dips
• Leaders: NVDA, GOOGL, AMZN
• Supportive: META, AAPL, MSFT
• Lagging: TSLA (digesting gains)
• VIX: -2.70% — volatility sliding, supporting upside bias
🧵 Stock-by-Stock Breakdown
NVDA +1.46...
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Columns 2025 Full Year Recap | The 2025 TSX Rally: Key Drivers, Sector Winners, and Future Projections
How Did Canadian Sectors Perform in 2025?
$S&P/TSX Composite Index (.SPTSX.CA)$ is on track to conclude 2025 with one of its strongest annual performances since 2009. As of mid-December, the index has delivered a robust year-to-date total return of approximately 27%, repeatedly shattering records to close near the 31,500 mark.
This exceptional rally was fueled by a convergence of resilient domestic econo...
$S&P/TSX Composite Index (.SPTSX.CA)$ is on track to conclude 2025 with one of its strongest annual performances since 2009. As of mid-December, the index has delivered a robust year-to-date total return of approximately 27%, repeatedly shattering records to close near the 31,500 mark.
This exceptional rally was fueled by a convergence of resilient domestic econo...
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The Dow industrials, S&P 500 and Nasdaq Composite all fell Monday, snapping five-session win streaks as sharp declines for Bitcoin, Ethereum and cryptocurrency-related stocks put Wall Street in a "risk-off" mood.
The $Dow Jones Industrial Average (.DJI.US)$ sank 427.09 points (0.9%) to a 47,289.33 close, while the $S&P 500 Index (.SPX.US)$ shed 36.46 ticks (0.5%) to 6,812.63 and the $Nasdaq Composite Index (.IXIC.US)$ gave up 8...
The $Dow Jones Industrial Average (.DJI.US)$ sank 427.09 points (0.9%) to a 47,289.33 close, while the $S&P 500 Index (.SPX.US)$ shed 36.46 ticks (0.5%) to 6,812.63 and the $Nasdaq Composite Index (.IXIC.US)$ gave up 8...
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$Meta Platforms (META.US)$ is reportedly kicking $Alphabet-C (GOOG.US)$ 's TPU project out of the shadows.
According to The Information, Meta is in talks to spend billions of dollars deploying Google's TPUs inside its own data centers from 2027, and could start renting TPU capacity from Google Cloud as early as next year.
If this deal happens, it would be the first large scale "off campus" deployment of TPUs in a third party data center, on top of e...
According to The Information, Meta is in talks to spend billions of dollars deploying Google's TPUs inside its own data centers from 2027, and could start renting TPU capacity from Google Cloud as early as next year.
If this deal happens, it would be the first large scale "off campus" deployment of TPUs in a third party data center, on top of e...
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The "bras-de-fer" between the two camps has never looked as decisively tilted as it does now.
On one side of the scale, with Google’s Gemini models storming the field on almost every front, $Alphabet-C (GOOG.US)$ ’s share price has gone near vertical, and $Broadcom (AVGO.US)$ – the semiconductor partner designing Google’s custom chips – finally exploded higher just as U.S. equities hit a local bottom. Yesterday, Broadcom...
On one side of the scale, with Google’s Gemini models storming the field on almost every front, $Alphabet-C (GOOG.US)$ ’s share price has gone near vertical, and $Broadcom (AVGO.US)$ – the semiconductor partner designing Google’s custom chips – finally exploded higher just as U.S. equities hit a local bottom. Yesterday, Broadcom...
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Over the past few weeks, anything tied to $Alphabet-C (GOOG.US)$ TPUs has become the new market darling. Add in reports that $Meta Platforms (META.US)$ may start deploying TPUs around 2027, and a neat but scary story appeared on trading desks in the market. The story says TPUs will replace GPUs, cloud giants will walk away from $NVIDIA (NVDA.US)$ and $Advanced Micro Devices (AMD.US)$ , and only a small TPU circle will survive.
The data tel...
The data tel...
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IN THIS ISSUE (8 min read )
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Buy Canadian push
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Bitcoin wipeout
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CPI & NFP preview
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Nvidia earnings
Last Week Recap: Policy & Sentiment
Carney’s “Buy Canadian” policy moves into focus
Ottawa’s new procurement plan — prioritizing Canadian-made steel, lumber, aluminum and more — is shaping up to be a multi-year industrial push.
🎈For investors, it could mean:
– stronger long-term demand for materials & industrials
– more fed...
Last Week Recap: Policy & Sentiment
Carney’s “Buy Canadian” policy moves into focus
Ottawa’s new procurement plan — prioritizing Canadian-made steel, lumber, aluminum and more — is shaping up to be a multi-year industrial push.
🎈For investors, it could mean:
– stronger long-term demand for materials & industrials
– more fed...
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$Maison Solutions (MSS.US)$ alot of losses today unless you bought the dips and hold for the correction/recovery
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Hey mooers！![]()
Sip the Syrup, catch the trend！Rates, Fed, or stocks in your mind? Drop us your top concern macro or micro market questions. We want to hear from you!
IN THIS ISSUE
🇨🇦 Canada’s July GDP
🇺🇸 U.S. PCE
🏛️ The White House Shutdown drama
📦 Earnings
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Which storyline hits you hardest this week? Vote to get 100 Points:
THE WEEK IN MARKETS
🇨🇦 Canada’s July GDP is expected to show a modest rebound, keeping the ...
IN THIS ISSUE
🇨🇦 Canada’s July GDP
🇺🇸 U.S. PCE
🏛️ The White House Shutdown drama
📦 Earnings
THE WEEK IN MARKETS
🇨🇦 Canada’s July GDP is expected to show a modest rebound, keeping the ...
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