Group 1 - The Kospi index has increased by 25.5% year to date, marking it as the best-performing index globally [1]

Core Insights - The S&P 500 index has shown minimal movement since late October, indicating a period of stability in the overall market [1] - Despite the index's stagnation, significant underlying shifts are occurring within the U.S. equity market, suggesting a divergence in sector performance and investor sentiment [1] Market Dynamics - The lack of movement in the S&P 500 may mask volatility and changes in individual stocks and sectors, which could present both opportunities and challenges for investors [1] - The current market environment may reflect broader economic trends and investor behavior that are not immediately visible through the index alone [1]

Group 1 - Wall Street equity analysts are entering 2026 with unprecedented bullishness after three years of high stock market gains, with no "sell" recommendations issued [2] - The sentiment shift follows a period where mainstream economists refrained from predicting a recession after being wrong in 2022 [3]

Market Performance - Stocks fluctuated on the first trading day of 2026, with the Nasdaq down 6.36 points to 23,235.63, the S&P 500 up 12.97 points to 6,858.47, and the Dow climbing 319.10 points to 48,382.39 [1] - For the holiday-interrupted week, the Nasdaq fell by 1.5%, the S&P 500 decreased by 1.0%, and the Dow slid by 0.7% [2] Sector Performance - Semiconductor stocks experienced a significant increase, with the Philadelphia Semiconductor Index surging by 4.0%, driven by Micron Technology, which rose by 10.5% to a record closing high [3] - Oil service stocks also showed strength, with the Philadelphia Oil Service Index increasing by 3.9% despite a modest decrease in crude oil prices [4] - Computer hardware, banking, and networking stocks had strong upward movements, while software stocks declined sharply [4] International Markets - Stock markets in the Asia-Pacific region mostly moved higher, with Hong Kong's Hang Seng Index up by 2.8% and South Korea's Kospi rising by 2.3% [4] - Major European markets also advanced, with the French CAC 40 Index up by 0.6%, and both the German DAX Index and the U.K.'s FTSE 100 Index rising by 0.2% [5] Economic Indicators - A lack of major U.S. economic data may have kept some traders on the sidelines ahead of key reports, including the monthly jobs report [3][5] - The yield on the benchmark ten-year treasury note increased by 2.4 basis points to 4.187% as treasuries extended their downward move [5]

Core Viewpoint - The U.S. stock market is currently near its highs, with instruments like SPY and QQQ reflecting this trend, but caution is advised as markets can decline [1] Group 1: Market Analysis - The U.S. stock market is at a high point, indicating a strong performance in recent times [1] - SPY and QQQ are highlighted as key instruments that mirror the performance of U.S. indices, also nearing their highs [1] Group 2: Analyst Background - The analyst has extensive experience, starting as a private trader in the Moscow Exchange in 2005 and transitioning to a financial markets analyst since 2010 [1] - The analyst has worked in various brokerage firms in Russia and Ukraine, and has experience in covering global markets for a Ukrainian audience [1] - The analyst specializes in macroeconomics and general market trends, with a self-taught background in economics [1]

Market Overview - U.S. stocks showed mixed performance with the Dow Jones index gaining over 200 points, up 0.50% to 47,799.21, while NASDAQ fell 0.18% to 23,533.49 and S&P 500 rose 0.11% to 6,849.05 [1] - Industrial shares increased by 0.8%, while information technology stocks decreased by 0.6% [1] Commodity Market - U.S. crude oil inventories decreased by 1.812 million barrels, contrasting with a gain of 0.574 million barrels in the previous week and against market expectations of a 2.3 million barrel decline [2][9] - Oil prices fell by 0.8% to $57.78, while gold decreased by 0.3% to $4,225.70; silver rose by 0.5% to $61.150, and copper increased by 0.7% to $5.3550 [4] European Market - European shares were mixed, with the eurozone's STOXX 600 rising 0.05%, Spain's IBEX 35 Index up 0.12%, and London's FTSE 100 up 0.23%. In contrast, Germany's DAX 40 fell 0.17% and France's CAC 40 decreased by 0.45% [5] Asian Market - Asian markets closed mostly lower, with Japan's Nikkei down 0.10%, Hong Kong's Hang Seng up 0.42%, China's Shanghai Composite down 0.23%, and India's BSE Sensex down 0.32% [6] Company Performance - Photronics Inc (NASDAQ:PLAB) shares surged 35% to $34.66 after reporting better-than-expected fourth-quarter results and issuing first-quarter guidance above analyst estimates [8] - Braze Inc (NASDAQ:BRZE) shares increased by 16% to $35.42 following an upward revision of FY2026 adjusted EPS and sales guidance after strong third-quarter revenue [8] - Enveric Biosciences, Inc. (NASDAQ:ENVB) shares rose 78% to $10.56 after receiving a Notice of Allowance for a patent application related to its EVM301 Series molecules [8] - AeroVironment, Inc. (NASDAQ:AVAV) shares fell 10% to $252.56 after reporting mixed earnings and guidance [8] - Mama's Creations Inc (NASDAQ:MAMA) shares dropped 9% to $13.03 despite reporting positive third-quarter financial results [8] - Pomdoctor Limited (NASDAQ:POM) shares plummeted 73% to $1.4799 [8] Economic Indicators - U.S. compensation costs for civilian workers rose by 0.8% in the third quarter, compared to a 0.9% gain in the previous period [7]

Core Viewpoint - The U.S. stock market is poised to end November with major indexes showing declines, diverging from historical performance trends, particularly following a presidential election year [1][4]. Market Performance - As of Wednesday's close, the S&P 500 is down 0.4% month to date, the Dow Jones Industrial Average has decreased by 0.29%, and the Nasdaq Composite has retreated by 2.15%, indicating a significant underperformance in technology stocks during November [2]. - The S&P 500 and Dow Jones Industrial Average have experienced a winning streak over the past six months, while the Nasdaq Composite has seen gains for seven consecutive months [3]. Historical Context - Historically, the S&P 500 has averaged a gain of 1.8% in November since 1950, and typically rises by 1.6% in the year following a U.S. presidential election [4]. - The current market behavior is not aligning with historical trends, suggesting potential challenges in predicting future market movements based on past performance [4].

Market Performance - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by over 350 points, closing at 47,466.81, a rise of 0.75% [1] - The NASDAQ rose by 0.93% to 23,240.04, and the S&P 500 gained 0.82% to 6,821.37 [1] - Information technology shares saw a significant increase of 1.5% [1] Sector Performance - Communication services stocks declined by 0.4% on the same trading day [2] Commodity Prices - U.S. crude oil inventories rose by 2.77 million barrels for the week ending Nov. 21, contrasting with market expectations of a 0.5 million-barrel decrease [3][11] - Oil prices increased by 0.1% to $58.01, while gold rose by 1.4% to $4,196.60 [5] - Silver prices surged by 4.3% to $53.135, and copper increased by 2.1% to $5.1955 [5] European Market Performance - European shares showed positive movement, with the eurozone's STOXX 600 rising by 1.12% [6] - Spain's IBEX 35 Index increased by 1.35%, London's FTSE 100 rose by 0.94%, Germany's DAX 40 gained 1.03%, and France's CAC 40 rose by 0.90% [6] Asian Market Performance - Asian markets closed mostly higher, with Japan's Nikkei gaining 1.85% and India's BSE Sensex increasing by 1.21% [7] Economic Indicators - U.S. durable goods orders increased by 0.5% month-over-month in September, following a revised 3.0% gain in August [8] - Initial jobless claims in the U.S. decreased by 6,000 to 216,000 for the week ending Nov. 22 [11] - The Chicago PMI fell to 36.3 in November from 43.8 in the previous month, below market expectations of 44.3 [11] Company-Specific Performance - Arrowhead Pharmaceuticals Inc shares surged by 19% to $55.90 after reporting better-than-expected quarterly results [9] - Amber International Holding Limited shares increased by 58% to $2.4901 following strong third-quarter sales and a $50 million buyback announcement [9] - Petco Health and Wellness Company Inc shares rose by 16% to $3.44 after exceeding third-quarter EPS expectations [9] - Nutanix Inc shares fell by 18% to $48.41 due to worse-than-expected first-quarter results and lowered FY26 sales guidance [9] - Ambarella Inc shares dropped by 15% to $77.13 following third-quarter results [9] - Zscaler Inc shares decreased by 10% to $261.36 after reporting first-quarter financial results [9]

Core Insights - The article emphasizes the importance of staying updated with international news, particularly in the context of economic developments and market trends [1] Group 1 - The Economic Times provides comprehensive coverage of US, UK, Canada, and international news, highlighting significant events that could impact the economy [1] - The platform encourages users to download its news app for daily updates, indicating a shift towards digital news consumption [1] - The focus on economic news suggests a growing interest in how global events influence market dynamics and investment opportunities [1]

Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and personal analysis intended for educational and research purposes [1] - It highlights that the information provided does not constitute any recommendation or advice for investment actions [1] - The article warns that the information may not be accurate or provided in real-time, and prices may be sourced from market makers rather than exchanges [1] Group 2 - The website discusses complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It encourages users to perform their own research and understand the risks involved before investing in any financial instruments [1] - The article states that FX Empire does not endorse any third-party services and is not liable for any losses incurred from using the information provided [1]