TheDrop Market Analysis, 12/05/25

Markets rose as investors gear up for Oracle's pivotal earnings report, and Netflix announces its large deal with Warner Bros.

Oracle co-founder Larry Ellison, now the 2nd richest person in the world, speaking in a press conference with President Trump at the White House in January 2025, Andrew Harnik/Getty Images.

The S&P 500 index rose 0.19%, the Dow Jones Industrial Average rose 0.22%, and the Nasdaq Composite rose 0.31%. Meanwhile, the small-cap-heavy Russell 2000 index fell 0.38%. The VIX volatility index fell by a slight 2.34% as stocks ended the day roughly the same, maybe slightly higher, than they started.

European stocks have fallen after having previously risen, with the British FTSE 100 index falling 0.45%, and the French CAC falling 0.1%. Though, auto and industrial hype from earnings reports boosted the German DAX index higher 0.61%. The Nikkei fell as it corrects post-rally from interest rate hike sentiments.

Gold and silver traded consistent today while cryptocurrencies fell by several points, officially ending the so-called "relief rally" and reaching consolidation territory. As of 9:07 PM EST, Bitcoin has fallen 3.28% and Ethereum has fallen 4.24%. Bond markets rose, with the 10-Yr bond rate up 0.75%.

Stocks rose slightly as investors become optimistic for Oracle's upcoming earnings report, as a result of the company's record AI investments, and its high projections. In addition, Netflix's purchasing of Warner Bros. cleared debt concerns for the filmmaker, contributing to WBD's 6.3% rise during day, while uncertainty for Netflix's future plans with the newly acquired assets made its stock recede 2.9%.

The Magnificent Seven remained stagnant yet again, with Nvidia falling slightly after rising before, while Tesla and Microsoft continue their upward trajectories.