Nvidia’s $20B AI Power Play, Oracle’s Fall, and Holiday Travel Turmoil

Money Masters' Market Pulse Week 52

December 26, 2025

In partnership with

Dear Money Master,

From all of us at the Money Masters Team, we’d like to wish you a joyful and restful holiday season. 🎄🎁 While the year winds down, the financial world certainly hasn’t hit pause, and today’s headlines prove it. Here are the top stories moving the markets as 2025 comes to a close.

Nvidia just made its boldest move yet, acquiring Groq’s AI chip assets for $20 billion to extend its dominance in real-time processing, while Oracle is having its worst quarter since the dot-com era amid debt concerns tied to OpenAI. Travelers face major holiday disruption as airlines scramble ahead of a massive snowstorm in the Northeast.

Meanwhile, Tubi hits profitability by winning over Gen Z, Sanofi enters the shingles vaccine race with a $2.2 billion deal, and Gmail finally lets users change their embarrassing email addresses without starting fresh. We’ve got all this and more to close out your financial year.

📰 Your Daily Financial Digest - December 26th, 2025

🌍 Economics:

  1. Airlines Offer Flexible Rebooking Ahead of Major Snowstorm ❄️
    A powerful winter storm is set to hit the Northeast, with up to 9 inches of snow expected overnight Friday. Major airlines are waiving change fees and fare differences for affected travelers flying before year-end. With over 52 million people flying this season, Friday and Sunday will be peak travel chaos. Read More

  2. Oracle Stock Suffers Worst Quarter Since 2001 📉
    Oracle shares have fallen 30% this quarter as concerns mount over ballooning capital expenditures tied to AI. The company’s massive $50B spend and $248B in leases, mostly tied to OpenAI, have spooked credit markets. CDS spreads are widening as investors question whether Oracle can retain its investment-grade rating. Read More

  3. Michael Saylor Rebrands Strategy as Capital Markets Platform 🧠
    Strategy, long considered a bitcoin proxy, is shifting its narrative under Saylor to emphasize digital credit. Backed by $2.2B in USD reserves and preferred stock offerings, it hopes to lure dividend-seeking investors. The move comes as its stock slides 45% YTD and faces possible index exclusion. Read More

  4. J&J Halts Eczema Drug Trial After Disappointing Results 🧪
    Johnson & Johnson stopped its mid-stage trial for JNJ-5939 after failing to meet efficacy benchmarks. Although the drug was well-tolerated, it didn’t meet the “high bar” needed for further investment. J&J continues to develop other treatments for eczema, including oral and bispecific antibodies. Read More

  5. Sanofi Acquires Dynavax in $2.2 Billion Vaccine Deal 💉
    Sanofi will acquire Dynavax at $15.50 per share, a 39% premium, to strengthen its vaccine pipeline. The deal includes Heplisav-B and experimental shingles shot Z-1018, both targeting high-demand markets. The acquisition closes in Q1 2026, expanding Sanofi's reach in adult immunization. Read More

💻 Technology:

  1. Nvidia’s $20 Billion Bet on Groq’s AI Tech 🤖
    Nvidia is acquiring the assets and top engineers of Groq in a $20B deal, its biggest to date. The move boosts its real-time inference capabilities as demand for low-latency AI chips soars. GroqCloud will remain independent, while Groq's leadership joins Nvidia’s expanding AI infrastructure team. Read More

  2. Gmail Users Can Finally Change Their Addresses Without Losing Data 📧
    Google now allows users to swap their Gmail handle without opening a new account or losing data. The change keeps your old email as an alias, ensuring continued access to Drive, Maps, and YouTube. Initially spotted on the Hindi support page, a global rollout is expected soon. Read More

  3. Tubi Becomes a Streaming Powerhouse with Gen Z at the Helm 📺
    Fox-owned Tubi is now profitable, driven by over 100 million monthly users and 1 billion hours streamed. Its free, ad-supported model is resonating with Gen Z and Millennials turned off by rising prices. The platform is outpacing HBO Max and Peacock, carving a spot among the top streamers. Read More

💹Earnings:

  1. Costco Beats on Earnings but Stock Lags Behind Rivals 🛒
    Costco posted $4.50 per share in Q1 earnings and grew revenue 8.3%, outperforming expectations. Membership fees surged 14% and digital sales jumped 20.5%, showing strength in e-commerce. Still, the stock is down 5% YTD, underperforming rivals like Walmart and the S&P 500. Read More

  2. Carnival Cruises to Record Year and Restores Dividend 🚢
    Carnival earned a record $6.33B in Q4 revenue and reinstated its dividend with a $0.15 payout. Forecasts for 2026 include $3.5B in net income, beating pre-pandemic records and analyst expectations. Cruise stocks soared across the board, with Carnival leading the rally. Read More

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Shoppers are adding to cart for the holidays

Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.

Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.

To your financial empowerment, The Money Masters Team

P.S. Stay connected! Don't forget to follow us on social media! 📱🌐

DISCLAIMER: This information is for educational purposes only and does not constitute financial advice. The publisher does not accept any responsibility for any losses incurred as a result of actions taken based on the information provided. Always conduct your own research or consult with a financial advisor before making any investment decisions.