Welcome to today's "What will move the Market" show. I'm your host Prem. It's Tuesday, December 16, 2025, and here is everything you need to know as the markets open for today. Wall Street ended lower on Monday as artificial intelligence concerns rattled investors. The Nasdaq dropped zero point six percent, the S&P five hundred fell zero point two percent, and the Dow dipped zero point one percent. Broadcom and Oracle led the selloff, with Broadcom facing margin pressure on custom AI chips and Oracle's capex hitting the street harder than expected. Futures are pointing slightly higher this morning ahead of a crucial jobs report due today and inflation data coming Thursday.

Indian ADRs showed mixed overnight moves. Infosys traded around seventeen point forty-nine, while HDFC Bank, ICICI Bank, and Reliance faced some weakness as global energy and tech headwinds persisted. Watch for IT sector rotation given Wall Street's AI retreat.

Asian markets declined overnight. Nikkei two hundred twenty-five closed down one point three one percent, Hang Seng down one point three four percent, and Shanghai Composite down zero point five five percent. Gift Nifty is pointing to a flat to slightly negative open at twenty-six thousand eighty-five, suggesting consolidation rather than strong directional moves today. The broader Asian mood remains cautious ahead of U.S. data releases this week.

On the global front, China's yuan is strengthening with offshore yuan near seven point zero-four-eight to the dollar. This signals Beijing's policy support is taking hold, but for India, it could impact export competitiveness and capital flows. FII selling continues at roughly two billion dollars in December so far, though domestic institutions have cushioned the market with robust buying of forty thousand crore. Additionally, keep monitoring U.S.-India trade negotiations given ongoing rupee weakness near record lows.

Domestically, the RBI's recent rate cut and liquidity measures provide a supportive backdrop. Nifty fifty holds support at twenty-five thousand nine hundred to twenty-five thousand eight hundred fifty, with resistance at twenty-six thousand fifty to twenty-six thousand one hundred fifty. Bank Nifty support sits at fifty-nine thousand to fifty-eight thousand eight hundred, with resistance at fifty-nine thousand eight hundred to sixty thousand. A decisive break above twenty-six thousand one hundred fifty could trigger a rally toward twenty-six thousand three hundred.

On commodities, crude oil trades near sixty-one to sixty-two dollars per barrel, gold around twenty-six hundred fifty dollars per ounce in U.S. markets, and silver near thirty-point-five dollars per ounce. Watch commodity moves as they drive sentiment.

For traders today, consolidation is the likely theme. Avoid chasing broken-down AI names while remaining selective on dips. Focus on banking and non-cyclicals showing relative strength while awaiting clarity from the U.S. jobs report. Stay cautious until global risk sentiment stabilizes. Stay tuned for our evening wrap and subscribe to this podcast to hear us every day. Send in your questions and market observations. See you tomorrow.