Apple Inc.

Apple will reach a record level of iPhone shipments this year thanks to the new 17th lineup and renewed demand in the company's key Chinese market, CNBC <a href="https://www.cnbc.com/2025/12/03/iphone-17-will-drive-record-apple-shipments-in-2025-idc.html">writes</a>, citing a forecast by research company IDC. However, the outlook for 2026 looks less certain: the postponement of the release of the base model iPhone 18 may lead to a decline in shipments.

'Phenomenal turnaround': analysts expect record iPhone shipments in 2025

NVIDIA Corporation

Marvell Technology, Inc.

CrowdStrike Holdings, Inc.

Alphabet Inc.

The Boeing Company

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: PMI statistics will determine the activity of "bulls"

Samsung Electronics Co., Ltd.

Galaxy Z TriFold will hit the market ahead of the first foldable iPhone

Samsung has unveiled a smartphone that folds three times. Is it a challenge to Apple?

Tesla, Inc.

Elon Musk has spoken out against Donald Trump's tougher H-1B work visa rules and trade policies. Samsung unveiled its first multi-fold smartphone Galaxy Z TriFold, preparing for increased competition from Apple. On these and other topics - in our review of key events for the morning of December 2.

Highlights for this morning: Musk defends H-1B visas, BofA calls for crypto, Samsung showed TriFold

Apple <a href="https://www.apple.com/newsroom/2025/12/john-giannandrea-to-retire-from-apple/">has announced</a> that the head of development for its proprietary artificial intelligence, John Giannadrea, is leaving the company. He will step down as vice president of machine learning and AI strategy, but will remain an advisor to the company until his retirement in spring 2026.

Apple has replaced its head of AI development. The new manager worked at Google and Microsoft

Meta Platforms, Inc.

Novo Nordisk A/S

Meta discusses a multi-billion dollar deal to buy Google processors, which increases competition for Nvidia and provokes volatility in its shares. Apple, on the back of a strong iPhone 17 launch and a new round of upgrades, could overtake Samsung to become the global smartphone market leader for the first time in 14 years. Fintech giant Revolut cemented its status as Europe's most expensive startup. The main events of November 24-28 are in our review<b>. </b>

Highlights of the week: Apple rushes to the top, Google, Meta and Burry challenge Nvidia

Intel Corporation

Quotes Intel jumped by 7.7% in trading on Friday, November 28, after TF International Securities analyst Ming-Chi Kuo said that the chipmaker may become a manufacturing partner for some Apple processors, <a href="https://seekingalpha.com/news/4526553-intel-jumps-as-analyst-says-prospects-of-apple-deal-have-improved-significantly">noted</a> Seeking Alpha. We are talking about the M-series processors, which are used in MacBook Air and iPad Pro and in total should be dispersed in the approximate circulation of 20 million devices this year, the publication writes.

Intel shares soar: analyst tipped on prospects for new Apple contract

Shares of the iPhone maker hit an all-time high in trading on Nov. 25

Apple could become the world's largest smartphone maker for the first time in 14 years 

Amazon.com, Inc.

The iPhone maker has cut dozens of positions in its sales division, a rare layoff for Apple, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-24/apple-aapl-cuts-jobs-across-its-sales-organization-in-rare-layoff">writes</a>. The agency's sources say that management notified employees of the layoffs over the past two weeks. Among those laid off are account managers who served large corporate customers and government agencies, including schools, as well as employees responsible for Apple's briefing centers, where meetings with institutional customers and product demonstrations are held, Bloomberg's sources said.

Apple has made rare layoffs in its sales department - Bloomberg

Every fourth smartphone sold in China in October was an iPhone, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-18/apple-s-iphone-sales-surge-in-china-to-take-25-market-share">writes,</a> citing data from the analytical company Counterpoint Research. Apple's share of the Chinese market reached 25% for the first time since 2022.

Apple's share in China reached 25% for the first time since 2022 thanks to iPhone 17 sales

Arm Holdings plc

Bitcoin has gone below $90,000 for the first time in seven months, reflecting a general decline in risk appetite and a wave of sell-offs among institutional players. Databricks is in talks for a new round at a valuation of over $130 billion, despite fears of a bubble around artificial intelligence. On these and other topics - in our review of key events for the morning of November 18.

Highlights for the morning: crypto market falls, changes at Apple, AI bets rise

UBS expects the S&amp;P 500 to rise another 5% by the end of the year and urges using pullbacks as a buying opportunity