China's Response and Market Opportunity

Market update for December 9, 2025

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In this episode we discuss: 

• 10-year Treasury climbs despite rate cuts expected

• Trump approves Nvidia’s H200 chip sales to China with a 25% revenue cut to the U.S

• Google’s plans to launch AI smart glasses in 2026

• Ares Management surges after being added to the S&P 500

• Toll Brothers falls on soft housing demand and margin pressure

• Netflix launches a new live mobile game show