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Your pulse on Wall Street! WallStreetBuzz delivers real-time market intelligence, breaking news, and expert analysis. From opening bell to closing bell, we cover major movers, market trends, sector rotation, institutional flows, and the stories moving stocks. Stay ahead of the curve with our comprehensive market coverage.
 

•  18 Dec 2025
 

•   COIN  
   
  -1.69%
•   INSM  
   
  -0.95%
•   LULU  
   
  -2.83%
•   MU  
   
  -1.50%
•   NVDA  
   
  -0.41%

Cooling U.S. inflation is giving markets a fresh lift as traders react in real time. November CPI data came in softer than expected, marking the slowest annual inflation pace since early 2021. Headline inflation stands at 2.7%, with core inflation at 2.6%, numbers that move investors closer to expecting potential Federal Reserve easing.

Treasury yields are responding immediately, with the 10-year yield down to around 4.12%, while the Nasdaq is up roughly 1.8% and the S&P 500 climbs, snapping a four-day losing streak. Traders are weighing these signals as the market remains open, adjusting positions with each new data point and news release.

$MU is surging about 14% in active trading after reporting earnings and guidance that beat analyst expectations. Micron strength comes from robust demand for DRAM and NAND memory used in AI and data center applications. Traders are watching Micron closely as a bellwether for AI-driven hardware spending; the market is pricing in continued growth even as volatility persists.

$NVDA is trading higher, gaining about 1.3% in early hours as Micron report eases previous concerns about AI investment slowdowns. The stock had fallen almost 4% in prior sessions after news of potential funding delays in large data center projects. Investors are interpreting the current rebound as a sign that infrastructure spending in AI remains on track.

$SNDK is climbing roughly 6.7% as investors lean into storage and flash memory plays. The stock benefits from ongoing demand in cloud computing, enterprise storage, and AI applications, making it a favorite among traders looking for sector confirmation.

$LULU is rising following reports of significant institutional buying, signaling confidence in the resilience despite broader consumer uncertainties. Active traders see the move as a validation that strong brands can still attract long-term investment in the current environment.

$COIN is ticking higher as the company expands its trading platform beyond crypto into prediction markets and equity trading. Investors are responding to the potential for broader revenue streams and a more diversified platform, adding real-time excitement to trading activity.

$RIVN is up after an upgrade and higher price target, with market focus on the upcoming R2 model targeting a wider consumer base in 2026. Traders are positioning for potential upside in production scaling and future deliveries.

$INSM is dropping sharply, down about 15.9%, after halting development of a drug following a failed clinical trial. Biotech traders are adjusting to the immediate downside risk inherent in single-event outcomes.

$PYPL is down about 0.7% following a Morgan Stanley downgrade, as analysts caution that improvements to its core branded checkout system may take longer than expected. Traders are weighing this against ongoing market optimism for fintech growth.

The market is testing the balance between macro relief and sector fundamentals. Cooling inflation, falling yields, and strong AI-linked demand are driving risk-on positioning, but active traders remain cautious for signals of follow-through. Stocks like MU and NVDA remain in focus, and each tick in price is being closely monitored as investors assess whether this rally can sustain momentum through the day.

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