Stocks Near Records as Growth Pops, Confidence Sags

5 articles I'm watching carefully

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

 📈 Stocks / Finance

Stocks Near Records as Growth Pops, Confidence Sags

U.S. stocks neared record highs as Q3 GDP surged (4.3%) but PCE inflation rose (2.8%) and consumer confidence fell. Big tech lifted indexes; Treasury yields ticked up as markets expect the Fed to hold rates in January.

APLD vs CoreWeave: Power vs GPUs in 2026

CoreWeave’s AI neocloud demand is sold out for 2026 and it’s ramping capex; Applied Digital builds/leases AI data centers and power (incl. $11B CoreWeave deal). Both could hypergrow, but author favors APLD for scarce cheap power.

Gold Breaks $4,500 as FDA Clears GLP-1 Pill

Gold surged to record highs above $4,500/oz. The FDA approved Novo Nordisk’s first GLP-1 weight-loss pill, raising expectations for a broader oral obesity-drug wave as Eli Lilly prepares its own update.

🪙 Crypto

Regulatory Wins, Uneven Crypto Returns in 2025

Crypto got friendlier U.S. politics/regulation in 2025, spurring early rallies and IPO buzz, but prices stayed weak: BTC ~-6% mid-Dec, many tokens lower. Stablecoin/infrastructure names (Circle/USDC, Tether, Galaxy) outperformed; Coinbase flat, Gemini -60% since Sep.

🌎 Global Economy

2025’s Surprise Mix: Soaring Gold, Sliding Dollar

World stocks rose ~20% in 2025, but gold surged ~70% (best since 1979) as the dollar fell ~10% and oil slid ~17%. Trade war, geopolitics, rate cuts and debt worries boosted EM bonds; bitcoin topped $125k then dropped to ~$88k.

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