Investing·2025-12-09 09:43Corporate Earnings - Oracle (ORCL) is set to report its fiscal second-quarter results, with shares down nearly 30% from their September record, raising investor concerns regarding its aggressive AI strategy and a $300 billion deal with OpenAI [5] - Broadcom is expected to deliver year-over-year earnings growth on higher revenue for the quarter ended October 2025, with actual results being a key driver for the stock [6] - Costco is anticipated to post year-over-year earnings growth on higher revenue for the quarter ended November 2025, with consensus expecting earnings to rise 9.2% next year from $18.03 to $19.69 per share, alongside reported quarterly revenue growth of 8.1% to $86.16 billion and net income climbing over 11% to $2.61 billion [7] Economic Indicators - The Federal Reserve's upcoming meeting on December 10 is crucial, with a split among FOMC voters regarding an interest-rate cut, marking a level of division not seen since 2019 [8] - The Personal Consumption Expenditures (PCE) report showing cooling inflation has reinforced expectations for a rate cut, while U.S. consumer sentiment has improved in December [8] Earnings Outlook - S&P Capital forecasts a 6.7% year-over-year growth in S&P 500 earnings for the fourth quarter, a slowdown from the 15% gain in Q3, with the information-technology sector expected to lead with a 22.5% increase [11] - For the full year, S&P Global projects an 11% earnings growth for S&P 500, followed by gains of 13.4% in 2026 and 14.6% in 2027 [12]