Stock Movers Nvidia Slips, DigitalBridge Surges, Lululemon Up
Dec 29, 2025
Nvidia's shares took a hit as tech sector concerns persisted, largely due to a licensing deal with Groq valued at $20 billion. Meanwhile, DigitalBridge's stock skyrocketed after SoftBank agreed to acquire the company for $4 billion, enhancing its data center investment strategy. On the activewear front, Lululemon's founder is shaking things up by nominating new board members amid a CEO search and scrutiny from activist investors, adding drama to the brand's future.
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Tech Selloff Weighs On Market
- Tech mega-cap weakness is dragging broader indexes lower during thin holiday liquidity.
- Nvidia and Tesla are key drivers of downward pressure on the S&P 500.
CES Could Move Tech Stocks
- CES next week may prompt further market moves as major tech companies present new updates.
- Investors watch these events closely after a strong year for tech.
Heavy Tech Concentration Raises Rotation Risk
- The S&P 493 (S&P 500 large tech) has outperformed this year, leading many investors to concentrate in tech.
- That concentration raises questions about future rotation into other sectors in 2026.