AI Battle Royale… And The State Of U.S.-China Relations 12/19/25

19 Dec 2025 · 44 min

Episode AI Battle Royale… And The State Of U.S.-China Relations 12/19/25

0:00 43:45

Just a few trading days left in 2025, and there’s an AI battle royale brewing between hardware and hyperscalers. The moves in Micron, Nvidia, and Oracle as Mag-7 hyperscalers largely sit out of today’s rally. Plus A TikTok spinoff deal, and an $11B weapons package to Taiwan. All the headlines swirling around U.S.-China relations, and how it can all impact global markets.

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