EU leaders will hold an emergency summit on Jan. 22 to discuss responses to threats of new duties from the White House

Europe has a $13 trillion "weapon" against Trump, could it be activated?

iShares MSCI Emerging Markets ETF

SPDR S&P 500 ETF Trust

Franklin FTSE United Kingdom ETF

iShares MSCI ACWI ETF

The U.S. stock market has been put in second place by the bank

Goldman Sachs has named the best investment destination. And it's not the United States

Broadcom Inc.

Marvell Technology, Inc.

Micron Technology, Inc.

NVIDIA Corporation

Alphabet Inc.

BlackRock strategist expects 'positive surprises' from infrastructure provider stocks in 2026

BlackRock has bet on "picks and shovels" for the AI marketplace

Netflix, Inc.

Warner Bros. Discovery, Inc.

International Business Machines Corporation

Microsoft Corporation

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

BETA Technologies, Inc.

Tesla, Inc.

Beta Technologies, a maker of electric airplanes, propulsion systems, chargers and components, which analysts call the "young Tesla", presented its first <a href="https://thetransportdata.com/beta-technologies-financial-results/">results</a> after <a href="https://oninvest.com/article/ipo-proizvoditela-elektrosamoletov-beta-stali-dostupny-akcii-tesla-v-nebe">going</a> public. They turned out to be better than analysts' expectations, Barron's <a href="https://www.barrons.com/articles/beta-technologies-earnings-stock-price-5698b1f9?mod=RTA">notes</a>.

"Young Tesla" surprised Wall Street with its first post-IPO report

The priority of the wealthiest remains stability and sustainability, not short-term market fluctuations

Billionaires have cooled their appetite for U.S. stocks. Where are they moving their capital?

Merck & Co., Inc.

Newmont Corporation

Western Digital Corporation

Barron's <a href="https://www.barrons.com/articles/western-digital-newmont-stocks-buy-ai-selloff-4c4aa127?mod=RTA">named</a> stocks that avoided a drawdown during the recent selloff amid investor excitement over overheated valuations of AI companies. The publication included securities that not only did not fall from October 28 to November 20, but also subsequently added at least 5%. The selection did not include companies with a price/earnings ratio above 20, which, for example, excluded Google's parent company Alphabet from the list.

From gold to medicine: seven stocks that avoided a selloff in November  

Initial applications for unemployment benefits in the U.S. unexpectedly<a href="https://www.dol.gov/ui/data.pdf"> decreased</a> by 6 thousand - to 216 thousand - for the week ended November 22. This was the lowest value since mid-April,<a href="https://www.bloomberg.com/news/articles/2025-11-26/us-jobless-claims-decline-to-lowest-level-since-mid-april?srnd=homepage-europe"> notes</a> Bloomberg. The average forecast of economists surveyed by the publication, assumed 225 thousand applications.

US jobless claims are at their lowest since April. What will happen to the rate?

The European regulator does not agree that a bubble has formed in the market

Fear of lost profits led to inflated valuations of bigtechs, ECB confident. What are the risks

U.S. stock markets are nearing the end of the recent sell-off, <a href="https://www.bloomberg.com/news/articles/2025-11-24/morgan-stanley-s-wilson-sees-us-stock-pullback-coming-to-an-end">Bloomberg</a> and <a href="https://www.marketwatch.com/story/why-morgan-stanleys-mike-wilson-is-doubling-down-on-his-buy-the-dip-advice-for-stock-investors-22f692c6?mod=newsviewer_click">MarketWatch</a> report a statement by Morgan Stanley strategist Michael Wilson. According to him, the pressure on the markets in recent weeks is explained by two factors: the tightening of the Fed's rhetoric after the October rate cut and deteriorating liquidity due to the government shutdown, when funds accumulated in the Treasury account instead of working in the economy. Formally, the S&amp;P 500 fell only 5% from its record highs, but the real damage "under the hood" was deeper: two-thirds of the thousand largest companies lost more than 10% of their capitalization.

Morgan Stanley has predicted the end of the S&amp;P 500 sell-off. He expects it to grow by 18%

The S&amp;P 500 rose almost 1% in trading on November 21

USA Stocks