Weekly TikTok Haul Analysis: 12/27/2025

United States GDP rose to 4.3%, compared to an anticipated 3.2% and a prior quarter reading of 3.8%. This drastic increase in growth is largely due to AI infrastructure spending.

Consumer confidence fell to 89.1, below the anticipated 91.0, as concerns about job stability, inflation, and the broader economy rose. Some attribute this to the rapid pace of AI improvement and the expansion of AI-related capex.

The Trump administration announced that it will raise tariffs on Chinese semiconductor imports in June 2027. Until then, the tariff rate will remain at 0%.

Nvidia (Ticker: $NVDA ( ▼ 6.2% )) is purchasing the foremost inference provider, Groq, for around $20B. This deal will give Nvidia access to Groq’s custom LPU architecture, designed specifically for running inference at breakneck speeds.

Google (Ticker: $GOOG ( ▼ 0.95% )) is purchasing Intersect Energy, a company that provides energy infrastructure solutions for datacenters, for $5B.

Oracle (Ticker: $ORCL ( ▼ 9.59% )) CEO, Larry Ellison, has personally guaranteed $40.4B in equity for Paramount’s (Ticker: $PSKY ( ▼ 4.31% )) acquisition of Warner Bros. (Ticker: $WBD ( ▼ 2.82% )). Notably, Paramount did not raise its offer price in the revised offer.