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Source document· December 11, 2025

Stock market today: Dow jumps 650 points post to record, S&P 500 climbs above 6,900 for first time

View original at finance.yahoo.com
Stock market today: Dow jumps 650 points post to record, S&P 500 climbs above 6,900 for first time The Dow and S&P 500 notched new records on Thursday as US stocks mostly rose, with tech stocks under more pressure after Oracle (ORCL) earnings revived AI overspending worries…
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  • OPEC+ will need to produce an average of 43 million barrels per day to maintain balanced supply and demand in 2026

    80% confidence
  • Tariffs imposed under President Trump have contributed to inflation pressures that the central bank sees as a 'one-time' increase

    80% confidence
  • The sale of Warner Bros Discovery must include CNN

    80% confidence
  • A rate hike would be off the table for January

    80% confidence
  • A new dovish Fed that favors more cuts could be positive for stocks in the second half of the year

    80% confidence
  • Oil market is headed for punishing oversupply

    80% confidence
  • S&P 500 will reach 7,400-7,600 in 2026, bolstered by consumer spending, AI investment, and deregulation

    80% confidence
  • Conditions in the labor market appear to be gradually cooling

    80% confidence
  • The best years of growth for bitcoin are still ahead

    80% confidence
  • S&P 500 will gain 10% to reach 7,700 by the end of 2026

    80% confidence
  • The tanker seizure is an act of international piracy

    80% confidence
  • The bull market is still alive

    80% confidence
  • Fed is well positioned to wait and see how economic conditions evolve

    80% confidence
  • If OPEC does not curb its production, prices on Brent crude could fall as low as the $30s per barrel

    80% confidence
  • Earnings and GDP growth will be driven higher by AI and energy infrastructure, Wall Street's shift to the blockchain, and the onshoring of manufacturing

    80% confidence
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Ce que nous observons
Q4 2026 Biotech Catalyst Cluster: Late-Stage Data and PDUFA Dates Converge
Early-to-mid November 2026 is a dense run of clinical readouts and Q3 earnings at AHA, AASLD, ACR and ASH. Mid-cap biotechs (Vir, Mineralys, Arrowhead, Oryzon, Novartis, J&J) are reporting data that feeds into regulatory decisions. The next ones are the ivonescimab BLA (Nov 14) and the lorundrostat PDUFA (Dec 22), followed by ECLIPSE 2/3 and Maritime-1 readouts in Q1 2027. The list also includes an unrelated delisting track (EGM Nov 19, application Jan 25, 2027), and the facts have no AI or fintech content.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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