Nvidia Stock: How Groq Deal Removes The Last Remaining Bear Case

TalkMarkets - Sun, 12/28/2025 - 03:40
Bernstein analyst Stacy Rasgon says Nvidia’s recent deal with the California-based artificial intelligence startup, Groq, removes the last remaining bear case from its stock.

Gold, Silver, And Platinum Elliott Wave Weekly Update - Sunday, Dec 28

TalkMarkets - Sun, 12/28/2025 - 02:40
In this week's podcast, I provide an Elliott Wave update for gold, silver, and platinum. I discuss the significant news that the CME is re-evaluating and raising margin requirements for gold, silver, platinum, and palladium.

Liquidations, Leverage, and Market Structure Under Stress, With Doug Colkitt

TalkMarkets - Sun, 12/28/2025 - 01:40
How leverage builds beneath the surface, liquidity disappears, and liquidation cascades turn volatility into systemic failure.

Diversification Ain't Easy

TalkMarkets - Sun, 12/28/2025 - 00:30
Anyone believing in a globally diversified portfolio probably has some emerging market exposure and in 2025, emerging market equities have done well. But emerging markets have had a long run of lagging domestic.

Apple: Quality Vs. Price

Seeking Alpha - Sun, 12/28/2025 - 00:28

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