1. The Santa Claus rally is in full swing.

Post-earnings strength drove software stocks higher, and semiconductors rebounded too, pushing the Nasdaq 100 and S&P 500 tech sector to new all-time highs.

2. U.S. Equities saw an inflow of $141 Billion over the last month, the largest monthly inflow in history.

3. Cross-asset positioning monitor from JPMorgan.

“Into 2025, from a positioning point of view, the most vulnerable asset classes are equities, the dollar and bitcoin and the least vulnerable are non-gold commodities.”

4. Wells Fargo issues Wall Street's most bullish forecast yet for the stock market in 2025.

"On balance, we expect the Trump Administration to usher in a macro environment that is increasingly favorable for stocks at a time when the Fed will be slowly reducing rates"

In other words, Wells fargo is the latest voice on Wall Street that expects the market rally to continue to broaden from the "Magnificent Seven" tech stocks to the other 493 members of the S&P 500.

5. Oil headed to $65 per barrel in 2025 amid ample supply, BofA says.

The Bank of America outlook points to slowing demand growth, particularly from China, the world's largest crude importer.

The Chinese economy has been struggling to recover from its housing collapse.

The country has also been shifting toward electric vehicles and cleaner forms of energy.

6. German companies operating in China have become less optimistic about business prospects in the country.

7. Meta Announces $10 Billion Data Center in Louisiana.

The center will be powered by three new natural gas plants with 2.2 gigawatts of combined capacity, according to Entergy, the utility working with the tech giant.

That is enough to power more than one million homes.

Meta also said that it is exploring using nuclear energy to power data centers, and asked companies in that field to submit proposals for nuclear reactors.

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