The Rundown Nvidia's Shocking $20B Deal with Chip Startup Groq, Silver & Gold Surge to New Records
9 snips
Dec 26, 2025 Nvidia stuns the market with a $20B deal for AI chip company Groq, shaking up competition. Gold and silver prices reach historic highs, fueled by geopolitical tensions and increased demand. Memory chip stocks also surge due to AI-driven price hikes. In a somber twist, Biohaven faces a significant drop after its depression drug trial fails. Plus, discover how Coca-Cola influenced the modern image of Santa Claus in a nostalgic look back.
AI Snips
Chapters
Transcript
Episode notes
Santa Claus Rally Could Push S&P To 7,000
- The S&P has started the Santa Claus rally, historically up 1.3% over the last five trading days of the year and first two in January.
- If momentum holds, Zaid notes the S&P could open 2026 near the 7,000 milestone, about 1% away now.
NVIDIA Neutralizes A Competitor With Licensing
- NVIDIA neutralized a potential competitor by licensing Groq's inference chip technology for $20 billion.
- Zaid Admani suggests this acts like buying Groq without triggering regulatory scrutiny and may invite future regulator attention.
Inference Chips Could Outgrow Training GPUs
- Groq focuses on inference chips which are faster and cheaper for real-time AI responses than GPUs optimized for training.
- Inference is expected to be a larger long-term market as AI becomes embedded across products and services.