S&P 500's Third Straight Win Ignites Tech Rally – Tesla & Micron Explode While AI Funding Jitters Drag Nvidia Down! 🚀💥

Wall Street ended higher fueled by a sizzling tech rally and soft inflation data easing economic worries, with S&P 500 climbing 0.6% to 6,878.49 for its third straight winning day. Tech gains continued with Micron rising 10% to $115 on blowout earnings forecasts from booming AI market, memory demand tripling from Nvidia's H200 frenzy – Q1 rev $9.05B up 18% crushes if beats land, unlocking $130 highs as semis rebound. Tesla, Nvidia jump about 1% each to $446.74 and $140.50, riding Optimus buzz and open-source AI models adding $5B ecosystem rev by 2027. Trump Media soars 42% to $45 on political surge and media dominance, riding tariff thaw whispers for 20% more gains if ad rev hits $100M Q4. US core CPI eased to four-year low in shutdown-hit report, cooling yields to 3.75% and locking Fed cuts at 87% odds – this soft print supercharges risk-on for S&P 7,100 push if PCE Thursday cools below 2.3%. 😎🌟

TikTok says it signed agreements for new US joint venture, sending Oracle jumping about 6% after hours to $202 – this deal eases geopolitical jitters and unlocks $5B cloud rev for ORCL if integration scales, flipping capex fears into $240 rebound glory. Meta is developing a new AI image and video model code-named "Mango," adding to its generative AI arsenal – this could lift margins 5% if ads ROI surges 20%, pushing META to $700 highs on Q4 $46B rev beat. Nike's margin decline overshadowed second-quarter revenue beat, shares down 11% after hours to $315 – consumer wallet woes from high rates crimp spend, but holiday hustle could rebound 10% to $350 if China up 10%. Marijuana stocks sell off as Trump signs executive order to reclassify cannabis, easing restrictions but sparking tax fears – Tilray dipped 5% to $1.71, but $10B market unlock could surge 20% to $2.10 if regulations stay light. 🌿😤

Rocket Lab climbs 10% to record high, AST SpaceMobile surges 14%, Sirius Space rockets 97% as space stocks stay red-hot – this sector's moonshot on Starlink expansions and Mars ambitions adds 25% gains if SpaceX IPO whispers hit Q1 2026. Novo Nordisk stock jumps 10% in extended trading as it wins US approval for weight-loss pill – this healthcare breakthrough unlocks $5B rev if adoption doubles, pushing NVO to $150 highs amid aging population waves. Paramount says Larry Ellison now personally guarantees $40 billion of the Warner Bros. bid – this Oracle tie-in adds $2B cloud deals, lifting ORCL 6% on media infra boom. Shipbuilder Huntington Ingalls's stock soars 5% to a fresh record as company wins contract to produce a new type of Navy frigate – defense push amid global tensions adds 15% upside to $300 if orders triple. Alphabet to buy clean energy developer Intersect in $4.75 billion deal amid AI push – this GOOG move for data center power surges 2% to $210 on green energy edge. 🛰️💊

Monday's mixed close shows rotation from AI funding jitters dragging Nvidia down 4% on broader tech pressure, but Micron's 10% explosion and Tesla's 1% jump signal rebound momentum. S&P's third winning day buoyed by soft inflation hints December +0.8% seasonality kicking in for Santa squeeze to 7,100 if PCE cools. BoJ's 0.75% hike weighs on carry trades, but QT flood buffers downside. Emerging Asia like STI holds at 4,500 on bank yields, tariff thaw boosts EM inflows 5%. Crypto dips 1.5% to $85K testing support, but cool data could rebound 5% to $90K on risk-on flows. 😊

Stocks to watch: Micron (MU) for AI memory edge, Tesla (TSLA) on $3T dream, Novo Nordisk (NVO) on pill approval, Oracle (ORCL) data center test, Rocket Lab (RKLB) space boom, Huntington Ingalls (HII) Navy contract, Alphabet (GOOG) clean energy deal, Nike (NKE) consumer pulse, Tilray (TLRY) pot policy pops, Paramount (PARA) Ellison bid.

Trading opportunities abound: Long MU calls at $110 dips for 15% pop if AI shines, TSLA longs at $440 for 12% to $500, NVO calls on approval for 10% to $150, ORCL longs at $190 for 10% to $210, RKLB calls on space surge for 15% to $30, HII longs at $280 for 10% to $310, GOOG calls on deal for 5% to $220, short NKE puts on holiday rebound for 10% to $350, TLRY calls on pot order for 20% to $2.10, long PARA on bid for 8% to $15. Arbitrary plays? Pair long MU/short legacy semis for AI alpha. Risks: Hot PCE spikes VIX to 30, flushing 2%.

My plans: Scooping MU dips for quick 10% flip, adding TSLA on buzz, hedging with VIX calls amid PCE risks – annual goals crushed at 28%, gunning for 5% December grabs on AI/policy edges. 🎯🤑

$Micron Technology(MU)$ $Tesla Motors(TSLA)$ $ORACLE POWER(ORCP.UK)$ $Rocket Lab USA, Inc.(RKLB)$ $Alphabet(GOOG)$

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