NVIDIA Corporation

Alphabet Inc.

Carvana Co.

Meta Platforms, Inc.

CRH plc

Comfort Systems USA, Inc.

The Middle East, in Ray Dalio's estimation, is turning into a "Silicon Valley of capital", attracting talent and billions of investments in AI infrastructure. Google has announced the launch of its first AI glasses in 2026, competing with Meta in the AI-wearables segment. About these and other topics - in our review of key events by the morning of December 9.

Highlights for this morning: Middle East rushes into AI, Google creates glasses, Nvidia goes to China

The rush for gold and U.S. stocks among retail investors is driving these assets into "bubble territory," warned the Bank for International Settlements, which has been described as a "bank for central banks." In its assessment, this raises the risk of a sharp and chaotic reversal. Stocks and gold were in that zone at the same time for the first time in 50 years, the report said.

Investors unleashed gold and stocks into a bubble, says "central bankers for central bankers"

Netflix, Inc.

Warner Bros. Discovery, Inc.

International Business Machines Corporation

Microsoft Corporation

Broadcom Inc.

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

Pinterest, Inc.

Under Armour, Inc.

The main U.S. index S&amp;P 500 from December 22 will include three new stocks, and another three, respectively, will leave it, <a href="https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20251205-1480992/1480992_december2025rebalance.pdf">said</a> S &amp; P Dow Jones Indices. The inclusion of stocks in the index often has a positive effect on quotes, as funds that track indexes begin to buy securities for inclusion in their portfolios.

The S&amp;P 500 will include three new stocks. One of them is up 136% in price in 2025

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?

Bank of America expects only 4% growth of the index, and in a pessimistic scenario - allows a sharp decline

BofA gave the most restrained forecast for the S&amp;P 500 for 2026. What alarmed analysts

Amazon.com, Inc.

Apple Inc.

Despite the market leadership of major tech stocks, a battle could unfold between growth and value stocks in 2026, according to analysts at RBC Capital Markets, <a href="https://finance.yahoo.com/news/more-tug-of-war-between-growth-and-value-stocks-expected-next-year-110012045.html">writes</a> Yahoo Finance.

'Leaders will change'. RBC warned of a fight between Mag7 and value stocks

Vertiv Holdings Co

Alnylam Pharmaceuticals, Inc.

Construction company CRH, data center equipment maker Vertiv Holdings, biotech Alnylam Pharmaceuticals and investment firm Ares Management are prime candidates for inclusion in the S&amp;P 500 Index during its quarterly review in December, Barron's <a href="https://www.barrons.com/articles/crh-vertiv-ares-alnylam-sp500-stocks-rebalancing-10a39a07?mod=RTA">writes.</a>

The S&amp;P 500 is gearing up for a rebuild: which companies will make the move to the "big leagues"?

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.