Here’s your wrap for Monday, December 15 – Friday, December 19, 2025 (rounded to the dollar).

Weekly Market Summary:

Tech leadership returned late in the week, helping the S&P 500 finish Friday higher even as most majors were still slightly lower versus Monday’s open. Gains were sparked by a semiconductor rebound after Micron’s bullish outlook and follow-through strength in AI bellwethers like Nvidia and Broadcom. Nike slumped on weak China trends while triple-witching and quarterly index rebalances added volume and intraday volatility into Friday’s close. By Friday: S&P 500 +0.9% on the day to ~6,835, Nasdaq +1.3% to ~23,308, and Dow +0.4% to ~48,135. Macro tone stayed cautiously optimistic after cooler inflation data, with markets handicapping potential Fed easing in 2026.

Five Stocks Worth Watching:

• Micron (MU): Surged on strong guidance; semis rallied broadly with the SOX higher as AI/server demand narrative re-accelerated.
• Nvidia (NVDA): Rebounded ~3% Friday, reasserting AI leadership and lifting risk appetite across large-cap tech.
• Oracle (ORCL): Jumped on news tied to a new U.S. TikTok joint-venture arrangement, positioning ORCL as a key infrastructure partner.
• Carnival (CCL): Rallied after record profit commentary and dividend reinstatement headlines put a spotlight on cruise demand.
• NIKE (NKE): Dropped ~10% on China softness and margin pressure—important bellwether for discretionary/consumer demand into 2026.

What The Prediction Markets Says (As Of November 21, 2025):

• Polymarket — How many gifts will Santa deliver in 2025? (93% chance 8.2 – 8.3 billion, 4% chance 8.3 – 8.4 Billion)
• Kalshi — What will the announcers say during the Philadelphia at Washington pro football game? (66% to Fine / Fines / Fined, 58% to Contract, 42% to Turf)
• PredictIt — Will Susie Wiles leave office before July 2026? (Yes @ $0.28, No @ $0.73)
• Smarkets — Eurovision 2026 Winner? (16.95% to Finland, 13.16% to Sweden)
• Manifold — Is Trump’s ballroom project an underground data center? (47% to Yes, 53% to No)

Please note that stock market investments carry inherent risks, and past performance does not guarantee future results.

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