^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

NVIDIA Corp (NVDA)

+0.62%

AI startup Groq announced a non-exclusive licensing deal with the company to expand access to high-performance, low-cost AI inference. Several Groq leaders, including founder and CEO Jonathan Ross, are joining Nvidia to help scale the technology. Groq will remain independent. Prior to the announcement, CNBC reported that Nvidia had struck a $20 billion deal to buy assets from Groq.

Micron Technology Inc (MU)

+1.45%

On watch after the Korea Herald reported that Samsung is expected to begin mass production of HBM4 memory in February 2026 at its Pyeongtaek facility after passing Nvidia qualification tests. The HBM4 chips are slated for Nvidia’s next-gen Vera Rubin platform in 2H 2026 and Google TPUs, with rival SK Hynix also planning to start HBM4 production around the same time.

Advanced Micro Devices Inc (AMD)

+0.26%

DigiTimes Asia reported that Alibaba has placed an order for the company’s China compliant M1308 AI chip. This follows a report from MLex earlier this week suggesting that Alibaba is weighing the possibility of ordering 40,000 to 50,000 M1308 accelerators from AMD.

Alphabet Inc (GOOGL)

+0.04%

On watch after Waymo temporarily paused its robotaxi services in the San Francisco Bay Area on Christmas Day due to National Weather Service flash flood warnings. This follows an earlier service halt caused by a PG&E substation outage, after which Waymo said it implemented fleet-wide software updates to better handle such disruptions.

Oil and Gas Stocks

+2.33%

Trading higher as a group amid heightened geopolitical tensions. On Thursday, President Donald Trump announced that the US launched a military strike in Nigeria. Oil analyst June Goh at Sparta Commodities noted that traders should exercise caution with this news catalyst because these strikes are not directly targeting crude pipelines.

UNG, BOIL, CVX, XOM, OXY

Oracle Corp (ORCL)

-0.40%

China urged cooperation and fair treatment as ByteDance agreed to transfer control of TikTok’s US operations to an Oracle-led investor group to avoid a potential ban. He Yongqian, a spokesperson for China’s Commerce Ministry, commented on the deal during a press briefing, saying that Beijing expects the deal to comply with Chinese law. Separately, Oracle is in on track for its worst single-quarter stock performance since 2001 following heightened AI spending concerns and a revenue miss for Q2 2026.

Coupang Inc (CPNG)

+5.39%

Gapping up after the company announced that it has recovered all customer data following a breach linked to a former employee who used stolen security keys to access basic information from roughly 33 million accounts. Only about 3,000 accounts’ data was saved and later deleted, with no evidence the information was shared externally.

Palantir Technologies Inc (PLTR)

+0.17%

Data from Vanda Research shows that retail investors are on pace to purchase roughly $8 billion in Palantir stock in 2025. This data, up-to-date as of December 8 and reported by CNBC on December 25, shows an 80% year-over-year uptick in Palantir stock purchases by retail investors. Bank of America reiterated its $225 price target and Buy rating on the stock earlier this week.

Davis Commodities Limited (DTCK)

+30.33%

On Tuesday afternoon, the company released its financial results for H1 2025. Earnings of $0.02 per share represented a decline from $0.05 in H1 2024, while sales of $95.036 million grew from $66.876 million the previous year. The stock has a market capitalization of $5.83 million and a float of 7.99 million shares.

Sidus Space Inc (SIDU)

+29.19%

Gapping up after announcing that its previously-announced offering of 19.2 million shares has closed. According to the announcement after the bell on Wednesday, Sidus Space raised $25 million through the offering. Approximately 14.76% of the stock’s float is sold short.