Group 1: Market Performance - Israel's stock market has outperformed the U.S. market since October 7, 2023, with significant gains in U.S.-traded companies such as Teva Pharmaceutical, Elbit Systems, and Tower Semiconductor [4] - The S&P 500 is approaching the end of 2025, with analysts predicting that 10 stocks, including The Trade Desk (TTD), Charter Communications (CHTR), and Oracle (ORCL), could see increases of 42% or more in the next 12 months [5] - The stock market has made gains for seven consecutive months, although small-cap stocks have lagged behind [9] Group 2: Company Developments - IBM has announced an $11 billion deal for Confluent, which is expected to enhance IBM's AI initiatives [7] - Oracle's stock is currently testing a key level as analysts support its costly AI investments, which have impacted its stock performance [6][9] - Palantir has seen its stock rise above the 21-day and 50-day moving averages, raising questions about its potential as a buy heading into 2026 [6]