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Hot Stocks on the Move This Morning

U.S. markets remain flat as investors anticipate a Federal Reserve rate cut with 89.6% probability; Nvidia may ship H200 chips to China under U.S. government payment conditions.

  • Today markets are flat as investors await the Federal Reserve decision, with an 89.6% chance of a rate cut tomorrow supported by recent inflation data.
  • Investors are awaiting forecasts for GDP growth, inflation and unemployment, while stagflation risk could jeopardize prospects for further rate cuts.
  • Bernstein initiated an outperform on Nvidia after reports it could ship H200 chips to some China customers, with shipments conditional on a quarter of sales paid to the U.S. government.
  • The firm reiterated a buy on Micron ahead of earnings on December 17 and set a $280 price target from $200 as shares fell about $2.62 while positioning for memory cycle gains.
  • BlackRock's pro-risk stance highlights AI investment as a key equity driver, while firms view Federal Reserve easing and recent inflation readings as fostering growth optimism.
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Bias Distribution

  • 86% of the sources are Center
86% Center

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BizToc broke the news in on Tuesday, December 9, 2025.
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