Nvidia licenses Groq tech
According to Reuters, “Nvidia, joining Big Tech deal spree, to license Groq technology, hire executives,” Nvidia struck a non‑exclusive license and will hire Groq’s CEO, a move that tightens inference capacity and signals a MARKET shift. ([reuters.com](https://www.reuters.com/business/nvidia-buy-ai-chip-startup-groq-about-20-billion-cnbc-reports-2025-12-24/?utm_source=openai)) [Reuters](https://www.reuters.com/business/nvidia-buy-ai-chip-startup-groq-about-20-billion-cnbc-reports-2025-12-24/)
Alphabet buys Intersect
According to Reuters, “Alphabet to buy clean energy developer Intersect in $4.75 billion deal amid AI push”, Alphabet will acquire Intersect to secure power for data centers — a strategic bet on energy as a core AI resource and a GRID priority. ([reuters.com](https://www.reuters.com/technology/alphabet-buy-data-center-infrastructure-firm-intersect-475-billion-deal-2025-12-22/?utm_source=openai)) [Reuters](https://www.reuters.com/technology/alphabet-buy-data-center-infrastructure-firm-intersect-475-billion-deal-2025-12-22/)
U.S. delays China chip tariffs
According to Reuters, “US delays announcement of China chip tariffs until 2027”, the USTR set an initial 0% additional tariff and will announce any increase at least 30 days before June 23, 2027 — a tactical pause that raises geopolitical RISK. ([reuters.com](https://www.reuters.com/world/china/us-impose-tariffs-chips-china-2025-12-23/?utm_source=openai)) [Reuters](https://www.reuters.com/world/china/us-impose-tariffs-chips-china-2025-12-23/)
Federal Reserve cuts rates
According to the Federal Reserve, “Implementation Note issued December 10, 2025” the Fed lowered the federal funds target range to 3.50%–3.75% and directed purchases of short‑term Treasuries to keep reserves ample; keyword: rates. [Federal Reserve](https://www.federalreserve.gov/newsevents/pressreleases/monetary20251210a1.htm)
Wall Street rallies
According to Yahoo Finance, “Stock market today: Dow surges, S&P 500 rallies near record as Fed cuts rates, Powell offers no ‘surprises'” U.S. stocks rose after the Fed decision, with the Dow and small‑caps leading gains; keyword: stocks. [Yahoo Finance](https://finance.yahoo.com/news/live/stock-market-today-dow-surges-sp-500-nasdaq-edge-higher-as-fed-cuts-interest-rates-by-25-basis-points-193438386.html)
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