12th December 2025 – S&P500 sets fresh record despite Oracle raising AI concerns

MPC Markets Morning Call · Dec 11, 2025 · 14m

In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the recent record highs in the S&P 500, the performance of various sectors, and the implications of economic indicators. He highlights concerns surrounding Oracle and AI, the strong performance of the Russell 2000, and the undervaluation of the materials sector. The conversation also covers the commodities market, particularly silver and gold, and concludes with insights into the 2026 market outlook and investment strategies.

takeaways

• The S&P 500 reached a new record high despite concerns about Oracle.

•…