Oracle Corporation

NVIDIA Corporation

Broadcom Inc.

The S&amp;P 500 managed to come out in the plus side at the end of the week

"Santa Claus rally will surprise no one": major US indices rose for the second day in a row

Micron Technology, Inc.

The main U.S. index S&amp;P 500 returned to growth after four consecutive days of decline due to the fact that the data on inflation was not as bad as the market expected, <a href="https://www.cnbc.com/2025/12/17/stock-market-today-live-updates.html">writes</a> CNBC. This strengthened investors' hopes for further easing of monetary policy by the Federal Reserve in 2026. Micron's report also gave confidence to the technology sector.

The S&amp;P 500 rose for the first time after four days of declines thanks to inflation data and Micron

The Nasdaq Composite Technology Index plunged nearly 2% on December 17 as Oracle's stock plunged, pulling other AI-related securities with it. The FT reported that Oracle lost an investor in one of its data center projects: this triggered a new wave of fears on Wall Street about the AI bubble. Investors decided to bet on more reliable "value stocks" and take a more defensive stance at the end of the year, analysts said.

Nasdaq collapses 1.8%: Oracle has forced tech sector investors to seek protection

Apollo Global Management, Inc.

Apollo is not the only investment giant that has seen a threat to the business models of many B2B software vendors

Apollo has taken a bearish stance on enterprise software developers. What threatens them?

U.S. stocks fell sharply on Friday, December 12, amid the ongoing sell-off of securities related to artificial intelligence. The main catalysts of the sector's decline were Oracle, which became a kind of indicator of the boom in the AI-industry, and rival Nvidia chipmaker Broadcom, whose order volume turned out to be worse than some investors expected. Doubts about the prospects of the two companies have brought concerns about the valuation of the tech giants back to the market.

"The AI bubble is deflating but not bursting": major US indices collapsed on Friday

Visa Inc.

The company's weak report pulled the entire AI sector down, but Wedbush analysts see it as a buying opportunity on the downturn 

S&amp;P 500 and Dow Jones indexes jumped to records. What does this have to do with Oracle's collapse?

Major U.S. stock indexes rose and the index of small-capitalization companies reached a record at the end of trading on December 10, after the U.S. Federal Reserve <a href="https://oninvest.com/article/frs-snizila-stavku-tretij-raz-podrad-cto-budet-dal-se">cut </a>interest rates for the third time in a row. The regulator's committee members expect another round of easing next year, but traders are betting there will be two. Some analysts suggest the S&amp;P 500 could now cross the 7,000-point mark "in the coming weeks."

US indices rose sharply after the Fed rate cut. Will there be a Santa Claus rally?

Netflix, Inc.

The main U.S. stock index rose for the fourth day in a row at the end of trading on December 5: it approached the all-time record, which was set in October, but has not yet broken it. Investors decided not to make big bets in anticipation of the Federal Reserve's interest rate decision next week, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-04/stock-market-today-dow-s-p-live-updates">explained</a>.

S&amp;P 500 is one step away from a new record: investors await Fed rate decision

US core inflation rose by 2.8% in September

The Fed's favorite measure of inflation came in below expectations. How will the market react?

Apple Inc.

Coinbase Global, Inc.

On the first day of December, bitcoin lost more than 8% in the moment, falling below $84,000, and this affected the mood of the entire U.S. stock market. All three major US stock indices - the S&amp;P 500, the Dow Jones Industrial Average and the Nasdaq Composite - ended the day down, breaking a streak of five consecutive days of gains.

Bitcoin spoiled market sentiment: US stocks fall for the first time after five days of gains

Intel Corporation

The Nasdaq Composite Technology Sector Index fell 1.5% in November, interrupting a seven-month rally. The reason was investors' doubts about the sustainability of the profitability of the AI sector, CNBC <a href="https://www.cnbc.com/2025/11/27/stock-market-today-live-updates.html">notes</a>. S&amp;P 500 and Dow Jones Industrial Average managed to maintain positive dynamics thanks to this week's rally: the market is waiting for the Federal Reserve to lower the rate in December for the third time this year.

The Nasdaq Composite broke off a seven-month rally, ending November in negative territory

Microsoft Corporation

U.S. stocks are growing for the fourth day in a row. At the end of trading on November 26, the broad market index S&amp;P 500 and the index of "blue chips" Dow Jones Industrial Average added 0.7%. The index of the technology sector Nasdaq Composite rose by 0.8%.