S&P 500 Rises on Cooler CPI and Micron Surge

5 articles I'm watching carefully

Tyler Dupont
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Good morning 👋

Here's the latest news I'm tracking today.

 📈 Stocks / Finance

S&P 500 Rises on Cooler CPI and Micron Surge

The S&P 500 climbed 0.79 percent as November CPI came in at 2.7 percent versus 3.1 percent expected. Core CPI printed 2.6 percent. Micron jumped about 10 percent on strong revenue guidance, lifting broader AI linked stocks.

Rivian Jumps After Analyst Hike and AI Chip Reveal

Rivian rose 15 percent to a 52 week high after Baird raised its rating to buy and lifted the price target to 25 from 14. The move follows Rivian's reveal of an in house AI chip and expectations for its R2 launch in 2026.

DJT Surges on $6B Merger with Fusion Firm TAE Technologies

Trump Media shares jumped more than 40% after announcing a more than $6B all stock merger with fusion startup TAE Technologies. DJT trades near $14.67, still down over 56 percent YTD, with both firms set to split ownership of the combined company.

🪙 Crypto

XRP Drops as Bitcoin Retreats to 85K After CPI Spike

XRP fell 1.2 percent to 1.84 during volatile trade as bitcoin slipped to 85K after briefly topping 89K on a soft CPI print. Volume jumped 147 percent to 155M tokens near intraday highs, signaling distribution as XRP failed to break 1.93 to 2.00 resistance.

🌎 Global Economy

WEF Maps Four Geoeconomic Scenarios Shaping 2030

A WEF paper outlines four economic paths from 2025 to 2030, driven by geopolitics and tech adoption. Outcomes range from 4 percent growth in a stable digitalized order to stagnation or contraction under severe fragmentation and conflict.

What investment is rudimentary for billionaires but ‘revolutionary’ for 70,571+ investors entering 2026?

Imagine this. You open your phone to an alert. It says, “you spent $236,000,000 more this month than you did last month.”

If you were the top bidder at Sotheby’s fall auctions, it could be reality.

Sounds crazy, right? But when the ultra-wealthy spend staggering amounts on blue-chip art, it’s not just for decoration.

The scarcity of these treasured artworks has helped drive their prices, in exceptional cases, to thin-air heights, without moving in lockstep with other asset classes.

The contemporary and post war segments have even outpaced the S&P 500 overall since 1995.*

Now, over 70,000 people have invested $1.2 billion+ across 500 iconic artworks featuring Banksy, Basquiat, Picasso, and more.

How? You don’t need Medici money to invest in multimillion dollar artworks with Masterworks.

Thousands of members have gotten annualized net returns like 14.6%, 17.6%, and 17.8% from 26 sales to date.

*Based on Masterworks data. Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd

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