Morning Brew Daily Inflation Unexpectedly Cools & What is Going on with Oracle Stock?
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Dec 19, 2025 Inflation unexpectedly cooled in November, sparking intrigue about data reliability. Meanwhile, Donald Trump's media venture plans a merger with a nuclear fusion company, potentially revolutionizing energy needs. Medline shines as the stock of the week, while Oracle struggles under heavy debt and wavering demand in the AI infrastructure space. Excitingly, Chipotle introduces a high-protein menu item, and LinkedIn faces backlash over its year-in-review features. Tune in for these highlights and more!
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Wait For December Before Policy Moves
- Policymakers should be cautious and likely wait for untainted December data before adjusting interest-rate plans.
- The Fed may delay rate cuts until reliable post-shutdown figures arrive.
Capital, Not Social Expertise, Behind Fusion Tie-Up
- Trump Media's merger with TAE links capital-raising power to ambitious fusion goals aimed at powering AI infrastructure.
- The deal leverages Trump Media's ability to attract investment, not social-media expertise.
Fusion's Promise Versus Practical Reality
- Fusion fuses hydrogen atoms and promises high energy with far less radioactive waste and runaway risk than fission.
- Commercial fusion remains unproven despite lab breakthroughs and heavy VC funding.