Markets - U.S. stocks mixed on Dec 12: Dow hits record high while Oracle drags Nasdaq lower - Top 20 most active U.S. stocks: Oracle earnings revive AI valuation concerns - Chinese ADRs mixed: KE Holdings up 3.00%, Kanzhun down 3.34% - Oil prices retreat Thursday as focus shifts to Ukraine peace talks - Spot gold rises 0.46% to $4,227.37/oz - European stocks gain as cyclical sectors attract funds amid improved economic outlook

Macro - U.S. Senate rejects two healthcare bills, Obamacare subsidies may expire by year-end - White House press secretary acknowledges "extra dollar or two" cost for American-made goods - House impeachment motion against President Trump tabled after vote - U.S. intensifies pressure as Zelensky proposes referendum for Donbas future - EU nears deal on frozen Russian assets to unlock Ukraine aid - U.S. September wholesale inventories rise 0.5% MoM - U.S. trade deficit unexpectedly narrows to smallest since 2020 - 30-year Treasury auction yields 4.773%

Companies - Oracle plunges over 10% after quarterly revenue misses estimates - Broadcom Q4 beats: AI chip sales to double, net profit surges 97% - OpenAI launches "less hallucinatory" model alongside Disney partnership - Disney agrees $1B investment and licensing deal with OpenAI - Lululemon CEO McDonald to step down after over a year of pressure - Apple wins partial sanction reversals in Epic antitrust case - Rivian unveils custom chips and AI models for next-gen autonomous driving

Commodities & Commentary - Copper hits record high on Fed rate cut bets and upgraded growth outlook - Oaktree founder: Further Fed cuts meaningless, may fuel market risk-taking - Macro view: Long-term Treasury yields elevated but not yet attractive - S&P 500 hits record close as dip buyers emerge, Broadcom outlook strong - Commodities wrap: Weak sentiment weighs on oil; gold up, silver and copper at records