NVIDIA Corporation

Advanced Micro Devices, Inc.

Intel Corporation

QUALCOMM Incorporated

Tesla, Inc.

Strategy Inc

Vistra Corp.

Microchip Technology Incorporated

Zeta Global Holdings Corp.

Chevron Corporation

Exxon Mobil Corporation

ConocoPhillips

Apple Inc.

Novo Nordisk A/S

Daily review and forecast of events on the US stock market by Mikhail Denislavov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: robotics news sets the tone for trading

Oracle Corporation

Broadcom Inc.

Global stock markets, which have reached record highs amid the hype surrounding artificial intelligence, could face a reversal in 2026 due to accelerating inflation, Reuters <a href="https://www.reuters.com/world/asia-pacific/ai-driven-inflation-is-2026s-most-overlooked-risk-investors-say-2026-01-05/">reports</a>, citing market participants surveyed. Investors warn that the AI boom and large-scale government support measures could increase price pressure and change the conditions for further market growth.

"The pin that will burst the bubble": investors name the underestimated risk in 2026

Dollar Tree Inc. R

Dollar General Corporation

Five Below, Inc.

Walmart Inc.

In early December, several US fixed-price and discount retail chains reported growth in quarterly sales.

Which discounters are capitalizing on the tendency of US consumers to save money?   

lululemon athletica inc.

In Europe, the ECB paused rate cuts, signaling confidence in the economy's resilience. The IPO market comes alive with the strong debut of medtech company Medline. New investor OpenAI could value it at $830 billion - more expensive than Elon Musk's SpaceX. The U.S. is increasing pressure on the commodities sector, forcing Lukoil to sell off foreign assets or accept external management amid sanctions. The main events from December 15 to 19 are in our review.

Highlights of the week: OpenAI's $830 billion valuation, ECB pause and Tesla records

Due to the government shutdown, this is the publication of the first consumer price data since September

US inflation came in well below expectations. What does this mean for the Fed?

The Walt Disney Company

Coca-Cola Consolidated, Inc.

SpaceX is preparing a record IPO and plans to raise more than $30 billion. Disney will invest $1 billion in OpenAI, becoming the largest media partner of the AI developer. Oracle shares collapsed after the quarterly report - due to weak revenue and growing debt load. Meanwhile, the U.S. Federal Reserve reduced the rate for the third time in a row. The main events of December 8-12 are in our review.

Highlights of the week: SpaceX goes IPO, Disney invests in OpenAI, Oracle gets cheaper

Netflix, Inc.

Warner Bros. Discovery, Inc.

International Business Machines Corporation

Microsoft Corporation

Marvell Technology, Inc.

Eli Lilly and Company

Robinhood Markets, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: quotes drifting ahead of the Fed meeting

Silver and copper are hitting records due to tight supply, inflows into ETFs and expectations of structural demand growth. Robinhood buys Indonesian broker and licensed crypto trader to enter the Indonesian market. On these and other topics - in our review of key events for the morning of December 8.

Highlights for the morning: silver and copper break records, Robinhood enters Indonesia

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?

At the same time, strong price pressures in the services sector are offset by falling energy prices

Eurozone inflation unexpectedly accelerated in November

Wholesale inflation in the U.S. accelerated in September due to higher energy and food prices, according to <a href="https://www.bls.gov/news.release/ppi.nr0.htm">the</a> Bureau of Labor Statistics, the producer price index (PPI) <a href="https://www.bls.gov/news.release/ppi.nr0.htm">rose</a> 0.3% for the month after a 0.1% decline in August, matching economists' expectations, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-25/us-producer-price-index-increases-0-3-led-by-higher-energy">reports</a>

U.S. wholesale inflation rose due to higher energy and food prices

BYD Company Limited

Agricultural Bank of China Limited

ICBC

GEELY AUTO

Zhejiang Leapmotor Technology Co., Ltd.

The Chinese economy, which never tires of impressing with its achievements in a number of technological sectors, is actually standing on the edge of a dangerous precipice: it is slipping into a deflationary spiral. What is the danger?

Inflation