After a shaky open, U.S. equities staged a powerful intraday reversal, closing with fresh records for both the Dow Jones Industrial Average and the S&P 500, even as tech stocks lagged. Dow Jones: +1.34% $S&P 500(.SPX)$ : +0.21% Nasdaq: –0.25% $NVIDIA(NVDA)$ Hot Stock: Royal Caribbean +7.4% Biggest Loser: Oracle –10.8% Best Sector: Materials +2.2% Weakest Sector: Communication Services –1.0% The late-session surge reflected resilient investor sentiment, continued rotation into cyclicals, and a stabilizing policy backdrop from the Federal Reserve. Market Drivers: Tech Weakness vs. Broader Strength Tech Under Pressure $Technology Select Sector SPDR Fund(XLK)$

 Consumer sentiment in the U.S. improved slightly in December, according to preliminary data from the University of Michigan survey, even as Americans continue to face a frozen job market and persistent inflationary pressures. Consumers  Key Survey Findings - Sentiment index rose to 53.3, up from 51 in November. Bloomberg's economist survey had projected 52. - This marks the first monthly increase since July. - Despite the gain, sentiment remains 28% lower than a year ago. Commentary from Joanne Hsu (Survey Director) - Current conditions were little changed, but expectations improved, led by a 13% rise in expected personal finances. - Gains were broad‑based across age, income, education, and political affiliation. - However, expected personal finances remain 12% below January lev

Palantir Technologies Inc. $Palantir Technologies Inc.(PLTR)$  announced a partnership with TWG AI and NVIDIA Corp. $NVIDIA(NVDA)$  to deploy artificial intelligence and computer vision technology in rodeo sports through Teton Ridge, a western sports and entertainment company.   PLTR NVDA Purpose of the collaboration The initiative aims to deliver real-time AI‑driven analytics for rodeo events by processing data locally through NVIDIA's edge computing infrastructure, including the Holoscan platform and RTX PRO 6000 Blackwell Server Edition GPUs.  This eliminates the need to send video feeds to cloud systems for analysis.    Testing and performance - Teton

According to a Washington Post report cited by Reuters, $Amazon.com(AMZN)$ is preparing to end its long‑standing partnership with the U.S. Postal Service (USPS) as the e‑commerce giant expands its nationwide delivery network. Amazon USPS Financial Impact Amazon has been USPS’s largest customer, generating more than $6 billion in annual revenue in 2025. The potential exit could significantly hurt USPS, which has relied on large delivery contracts to offset heavy losses. USPS recorded a $9.5 billion loss in 2024 and has accumulated over $100 billion in losses since 2007, despite restructuring and legislative reforms. Timeline Amazon is reportedly preparing to withdraw the billions of packages it sends through USPS by the end of 2026. Plans are not y

$PLTR Palantir Technologies Inc. $Palantir Technologies Inc.(PLTR)$ has announced the launch of Chain Reaction, a new software platform designed to support the development of America’s AI infrastructure. The initiative aims to address the growing demand for both computing power and energy by working with energy producers, distributors, data centers, and infrastructure builders. Founding Partners Two major players are joining Palantir in this effort: CenterPoint Energy serving nearly 7 million customers across Texas, Indiana, Minnesota, and Ohio. Already a Palantir partner for storm response and grid resiliency after Hurricane Beryl in 2024, CenterPoint is now expanding its collaboration to Chain Reaction. CEO Jason Wells highlighted that energy co

Market Pullback After a Strong November The holiday season may be in full swing, but investors showed little appetite for risk to start December. U.S. equities slipped on Monday following the sharp, late-month rally that rescued November’s performance. Dow Jones: –0.9% $S&P 500(.SPX)$ : –0.5% $NASDAQ(.IXIC)$ : –0.5% After last week’s powerful rebound, driven by renewed optimism for a December Fed rate cut, markets entered a holding pattern as investors reassessed valuations and awaited more concrete catalysts. Despite the pullback in indices, risk sentiment was mixed: Bitcoin slumped, but mega-cap tech held firm, and silver surged to a record high, offering an unusual bright spot in the commodities s

Markets Stabilize Despite Falling Rate-Cut Odds Markets Stabilize The market snapped its four-day losing streak, even as expectations for a December rate cut dropped sharply. Index Close Change Dow Jones 46,138.77 +0.10%; $S&P 500(.SPX)$ 6,642.16 +0.38%; $NASDAQ(.IXIC)$ 22,564.23 +0.59% Investor sentiment shifted after: The BLS announced no October jobs report, reducing clarity ahead of the December Fed meeting. FOMC minutes revealed a hawkish tone, with significantly more policy members signaling concern about inflation. Rate-cut expectations fell to just 32.7%, from 50% a day earlier and over 93% one month ago. This places even greater focus on November’s employment data, due December 16, now likel