Market Performance - The S&P 500 rose 0.62% to 6,944.82, the Nasdaq Composite added 0.65% to 23,547.17, and the Dow Jones Industrial Average gained 0.99% to 49,462.08, marking a record high as it closed above 49,000 for the first time [1] Market Movers - Palantir Technologies experienced a significant increase due to analyst upgrades and enthusiasm for agentic AI [2] - Sandisk Corporation surged after Nvidia's CEO indicated that the memory storage chip market was underserved [2] - Software companies RingCentral and HubSpot advanced on optimism regarding AI-driven cloud demand [2] Investor Insights - The S&P 500 and Dow Jones set new records, contributing to an "everything rally" that also saw gold, silver, and copper near their highs, indicating a shift in investor behavior possibly driven by geopolitical uncertainty and AI demand for metals [3] - AI stocks are continuing to drive gains, with expectations that the Federal Reserve will maintain an easing monetary policy [4] - Key labor data reports are anticipated, particularly the December report from the Bureau of Labor Statistics, with analysts predicting continued growth into 2026, albeit at a slower pace [4]