Dec 8, 2025 · QQQ/SPY Market Review · 37 headlines
QQQ and SPY opened higher, but QQQ finished essentially flat while SPY slipped 0.15%. QQQ outperformed SPY by 0.14 percentage point. U.S. policy shifted toward conditional Nvidia H200 shipments to approved customers in China, while President Trump said he would seek one national rulebook for artificial intelligence. The New York Fed's 1-year inflation expectation held at 3.2%, and NextEra announced data-center and power partnerships with Google and Meta.
Published
A report said the U.S. Commerce Department would open Nvidia H200 exports to China. President Trump later confirmed that approved customers in China and other countries could receive H200 products under national-security conditions.
President Trump said an executive order would seek one national rulebook for artificial intelligence. NextEra announced two partnerships covering gigawatt-scale data centers and smart-grid products with Google and roughly 2.5 gigawatts of clean-energy supply for Meta.
The New York Fed's 1-year consumer inflation expectation was 3.2% in November, unchanged from the prior reading. White House economic adviser Kevin Hassett called for lower rates, while the U.S. ambassador to Canada said Washington did not seek to terminate USMCA.
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