Santa Rally Returns on Wall Street Today

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•  22 Dec 2025
 

•   MSTR  
   
  -0.94%
•   MU  
   
  +1.85%
•   NEM  
   
  +1.37%
•   NVDA  
   
  +0.28%
•   ORCL  
   
  +0.49%

Wall Street is closing in on the end of the year with renewed confidence, as a shortened holiday week opens with broad gains of around 0.6% across all major indices. The Nasdaq is leading, supported by expectations for a year-end Santa Rally and a macro backdrop that points toward possible interest rate cuts in 2026. After several volatile sessions earlier this month, investors are shifting from caution to selective risk-taking, driven by lighter volumes, fewer economic headlines, and the familiar seasonal pattern that often favors equities in late December.

$TSLA Tesla stands at the center of market attention, trading at an all-time high after a major legal overhang was removed. The Delaware Supreme Court reinstated Elon Musk 2018 compensation package, reversing a prior decision that had created uncertainty around governance and leadership stability. The ruling is less about the size of the package and more about clarity. At a time when Tesla faces rising competition and margin pressure, removing a legal cloud restores focus on execution and long-term strategy, which the market is clearly rewarding.

$NVDA Nvidia is once again drawing capital flows as investors re-engage with artificial intelligence after a period of consolidation. The renewed interest reflects a growing understanding that AI spending cycles are long and capital intensive, with demand for computing power and advanced chips far from peaking. While valuations remain a concern for some, momentum traders see strength returning as the sector regains leadership into year-end.

$MU Micron Technology continues its strong rebound after a powerful earnings report confirmed improving demand for memory chips, particularly from AI and data center customers. Shares are higher following a double-digit gain last week, as investors respond to better margins and more confident forward guidance. For many, Micron represents a more cyclical but leveraged way to express belief in the next phase of the AI infrastructure buildout.

$ORCL Oracle is also benefiting from the renewed focus on enterprise AI and cloud infrastructure. The stock is moving higher as capital rotates back toward established technology players with recurring revenue and exposure to long-term data and computing trends. Investors appear increasingly comfortable with the idea that AI adoption will support sustained spending, not just short-term excitement.

$NEM Newmont Mining is climbing alongside record-breaking gold prices, as the metal trades near new highs around $4,470 per ounce. The move reflects more than just interest rate expectations. Concerns over expanding fiscal deficits, high global debt, and long-term monetary stability are driving demand for safe-haven assets, and mining equities are following closely. For investors seeking diversification, gold-linked stocks are once again playing a defensive role within risk-on markets.

$MSTR MicroStrategy is advancing with the broader crypto market as Bitcoin continues to push higher. The stock remains a favored proxy for digital asset exposure, especially as expectations for future rate cuts improve sentiment across speculative assets. Daily disclosures of Bitcoin purchases keep the name in focus, reinforcing its close tie to crypto price action.

$RKLB Rocket Lab is extending its momentum after securing a major contract worth up to $805 million from the US space development agency. The deal, the largest in the history, strengthens its position in defense and space infrastructure and has pushed the stock to new highs. Investors are increasingly viewing Rocket Lab as more than a launch provider, pricing in its growing strategic importance.

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