Wall Street Opens the Week Higher as U.S. Stocks Climb in Holiday-Shortened Trading

The stock market posted third straight winning day on Monday. Tech and AI stocks contributed to the rally as investor optimism returns.

Overall, S&P 500 rose 0.6% to 6,878, while NASDAQ increased 0.5% to 23,429.

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Chart of the Day

Here is the ten-year chart of S&P Global (SPGI) as of December 1, 2025, when the stock was at $495.

S&P Global’s profit growth and revenue growth accelerated last qtr, and that’s bullish for the stock. It delivered 22% profit growth last qtr and whipped estimates of 10%. Revenue grew 9% and beat estimates of 5%. All operating segments reported gains, but Ratings and Indices were the standout performers, growing +12% and +11%, respectively. Ratings growth accelerated from just 1% 2QtrsAgo, which was impressive, as it is the company’s largest segment. Ratings was boosted by robust high-yield and bank loan issuance, while Indices benefited from a 14% increase in asset-linked fees tied to higher Assets Under Management (AUM).

SPGI is part of our Conservative Growth Portfolio.

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