😎 Market Vibes

🧊 Inflation Cools Faster Than Expected, Markets Rally on Fed Rate Cut Hopes

Wall Street got the inflation surprise it was desperately hoping for, and the market is responding like someone just told them the bar tab's covered. Here's what moved prices at the opening bell today.

🎉 CPI Drops More Than Expected—Fed Put Is Back in Play

Consumer prices rose just 2.7% year-over-year in November, well below the 3.1% consensus that had traders sweating bullets, according to Fox Business. This marks the slowest inflation reading since early 2021—yes, back when you could still get a used car without selling a kidney.

Core CPI, which strips out volatile food and energy prices, came in at 2.6% annually versus the expected 3.0%, per CNBC. That's the kind of beat that gets the Fed doves chirping loudly about more rate cuts in 2026.

Now here's the catch: October's data is completely MIA thanks to the 43-day government shutdown, so this report is comparing November to September with some statistical gymnastics filling the gap. The Bureau of Labor Statistics couldn't retroactively collect October numbers, making this less reliable than your typical CPI print.

But traders don't care about asterisks when inflation is cooling. CNN confirms that on a two-month basis from September to November, prices rose just 0.2% total—averaging 0.1% monthly. That's the kind of tame reading that keeps the Fed's foot on the easing pedal.

💰 Micron Absolutely Crushes Earnings, Blows Out Guidance

If you want to know whether the AI infrastructure boom is real or hype, Micron Technology just delivered your answer with a megaphone. The memory chipmaker reported fiscal Q1 results last night that had every analyst on the Street frantically updating their models.

Revenue came in at $13.64 billion versus $12.84 billion estimated, with adjusted EPS of $4.78 crushing the $3.95 consensus, according to CNBC. But that's just the appetizer.

CEO Sanjay Mehrotra told analysts the company expects to meet only "half to two-thirds of demand from several key customers" and sees memory markets staying tight past 2026. Micron is one of only three major suppliers of high-bandwidth memory (HBM) chips essential for AI applications, and demand is so insane they literally can't make enough product.

Needham raised its price target to $300, citing "memory market strength" and the structural supply-demand imbalance that shows no signs of reversing.

📈 Bitcoin Bounces Back Above $87K After Volatile Session

After getting knocked around like a piñata for weeks, Bitcoin finally found some buyers willing to step in. BTC is trading around $87,700 as of early this morning, bouncing back above the psychologically important $87,000 level after a whipsaw session that saw prices range from $85,355 to $90,187, per Coinbase.

The catalyst? Institutional money is quietly accumulating while retail traders panic. U.S. spot Bitcoin ETFs just recorded one of their strongest inflow days in over a month, with combined inflows of $457 million as BTC dominance hit 60%. Fidelity's FBTC posted a top-five inflow day, signaling smart money is buying the dip.

Bitcoin is stuck between two narratives: macro uncertainty ahead of today's CPI (which already printed cooler), and institutional positioning via spot ETF flows showing conviction.

Here's the thing about BTC at these levels—it's down over 30% from its October all-time high above $126,000. That's creating what crypto natives call "generational buying opportunity" territory, especially if the Fed stays dovish in 2026.

⚡️ Trump Media Goes Nuclear (Literally)

In a plot twist nobody saw coming, Trump Media & Technology Group—the company that brought you Truth Social—just decided to pivot from social media to... fusion energy. Yes, you read that right.

The company announced an all-stock merger with TAE Technologies valued at north of $6 billion. Under the deal, shareholders of each company split ownership 50/50 when this thing closes sometime in mid-2026.

So what exactly is TAE? According to Fox Business, they're not messing around—TAE has actually built and operated five fusion reactors and raised over $1.3 billion from heavy hitters like Google and Chevron. The combined company plans to start building a 50-megawatt utility-scale fusion power plant in 2026, assuming they can navigate the regulatory gauntlet.

📌 The Bottom Line

Today's inflation print changes the game. At 2.7% headline and 2.6% core, we're finally seeing the kind of deceleration that gives the Fed room to keep cutting rates without looking reckless. Yes, the October data gap creates uncertainty, but the trend is clear—inflation is moving in the right direction.

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