According to @CNBC, an analyst said the Nvidia-Groq deal is structured to keep a 'fiction of competition' alive. Source: CNBC on X, Dec 26, 2025, https://twitter.com/CNBC/status/2004636901387506097. The post signals skepticism about the deal’s competitive impact, highlighting a narrative relevant to pricing and positioning of NVDA and AI chip peers. Source: CNBC on X, Dec 26, 2025, https://twitter.com/CNBC/status/2004636901387506097.

According to The Kobeissi Letter, President Trump has announced that a rare earths deal with Ukraine has been reached and is expected to be signed shortly. This development could impact global trading markets, particularly for commodities and rare earth minerals, as it may influence supply chains and availability. Traders should monitor the situation closely for further updates and potential shifts in market dynamics.