DeepSeek Redux?, Weighing down Netflix & Rate Cut Buys 12/9/25

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  You're listening to The Exchange.

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  Here's today's show.

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  There's always time.

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  We're in no hurry.

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  Scott, thank you very much.

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  Is a rate cut tomorrow the right move?

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  Why a win could be a loss for Netflix?

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  And are we in for another deep-seek moment?

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  All of that is coming up this hour.

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  Welcome to The Exchange.

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  I'm Kelly Evans.

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  The Dow is pairing its early morning gains, but the Russell small caps once again outperforming.

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  They hit a new record high today, believe it or not.

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  The Nasdaq S&P slightly positive.

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  Other standouts include silver, jumping almost 4% now to a new all-time high.

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  Crypto, that's up too.

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  Bitcoin's back above 93K, kissing 94, and Ether is up more than 7.5% right now.

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  So what message is all of this sending on the eve of the next Fed move?

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  We're just about 24 hours away from that decision.

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  Consensus is that the Fed will cut, but one of the remaining questions is, should they?

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