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The Wrap-Up for Thursday, December 11

AI is driving every stock - here's how to position your portfolio

Steve Eisman on AI: LLM improvements will begin to gradually slow but not selling AI stocks I own

Watch CNBC's full interview with Commerce Secretary Howard Lutnick

Sen. Bill Cassidy breaks down latest GOP health care proposal

Steve Eisman on breast cancer: Medical advances have made my experience pretty tolerable

Commerce Sec. Lutnick: America has to stop taking 'below-average' immigrants that won't help economy

Initial jobless claims comes in at 236,000 for first week of December

Bessent proposes dramatic changes to government's approach to promoting financial stability

Esusu, which helps renters build credit, valued at $1.2 billion in new funding

Ferguson: Powell saying we are at a wait and see moment tells me they are data dependent

Link: I think the AI trade is getting out of favor, but opportunities will come

Reed: Gen Alpha will find other channels to keep the conversations going

Manthey: This is a perfect environment for a broader set of equities to do well

Kunst: Oracle is a cockroach company that will still be here in ten or twenty years

Global collectibles market reaches $100B

Rep. Suozzi on push to extend ACA tax credits: This is a real life crisis

Customer concentration and capex have shifted Oracle's sentiment, says Keybanc's Jackson Ader

Fed signals it may be done cutting rates for now

News brands have become chips to play to acquire movie assets, says Semafor's Ben Smith

Oracle Results Rekindle AI Concerns; US Seizes Sanctioned Oil Tanker | Bloomberg Brief 12/11/2025

Fed remains sensitive to downside risks to employment, says JPMorgan's Kelsey Berro

Silent Dissenters as Fed Cuts, US Seizes Sanctioned Oil Tanker off Venezuela | The Pulse 12/11/2025

Maybe Weakness Isn't All Oracle's Fault: 3-Minutes MLIV

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