Tech Stocks Just Took a Hit… Are We in a New Bubble? | December 2025 Market Update
Автор: Bellwether Investment Management Inc.
Загружено: 2025-12-09
Просмотров: 61
Описание:
November looked calm on the surface—but major tech stocks told a very different story.
In this month’s market update, we break down the volatility inside the Magnificent Seven, why the Nasdaq dropped nearly 8%, and whether today’s AI boom resembles the dot-com bubble… or if the fundamentals make this time different.
If you find this update helpful, don’t forget to like, subscribe, and share for more monthly insights.
00:00 - 00:20 Tech Volatility and the Nasdaq Pullback
00:21 - 00:39 Bubble Talk: Dot-Com Comparisons Resurface
00:40 - 00:56 AI Infrastructure Spending: Can It Keep Up?
00:57 - 01:22 Circular Financing: Nvidia, OpenAI & Distorted Demand
01:23 - 02:00 Interest Rate Uncertainty and the Powell Sell-Off
02:01 - 2:27 Rate-Cut Odds Surge After Dovish Fed Signals
02:28 - 02:51 Canada’s Market Outperformance and the Gold Rally
02:52 - 03:42 Why Gold Prices Are Surging—and What Could Reverse Them
03:43 - 04:34 Canada’s Budget Passes & Pipeline Cooperation Surprise
04:35 - 04:56 What’s Next: All Eyes on the December 10th Fed Decision
Visit our website: https://www.bellvest.ca/
Follow us on LinkedIn: / bellwether-investment-management-inc
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