Berkshire Hathaway Inc.

Apple Inc.

Alphabet Inc.

Bank of America Corporation

UnitedHealth Group Incorporated

Occidental Petroleum Corporation

These are some of Berkshire Hathaway's latest bets under the leadership of the legendary investor, who is stepping down as CEO in January.

Alphabet, Apple, UnitedHealth: Buffett's most notable deals in 2025

Arista Networks, Inc.

Amphenol Corporation

Evercore's top ideas for next year included the "AAA" portfolio of Apple, Amphenol and Arista Networks

Analyst names three technology stocks for "buy-and-forget" investments

iPhone sales in 2025 could hit a record high thanks to the popularity of the new iPhone lineup, analysts say

Citi raised its target price for Apple stock. What does the investment bank bet on?

Analysts led by Dan Ives were positive about the change of the top executive in charge of Apple's AI

"It's a good time to accelerate AI development": Wedbush raises Apple targeting. What is he waiting for?

NVIDIA Corporation

Meta Platforms, Inc.

Tesla, Inc.

Amazon.com, Inc.


Corporations are facing increased competition, and the benefits of AI and technology are beginning to be redistributed to other sectors

Yardeni founder advises downgrading to Mag7. Is a turnaround coming for bigtechs?

Netflix, Inc.

Warner Bros. Discovery, Inc.

Michael Burry continues to criticize Big Tech, now for hidden costs and diluting shareholder capital. Samsung has shown technology leadership by releasing an experimental TriFold before the debut of the foldable iPhone, and OpenAI has introduced a "code red" mode to urgently improve ChatGPT. Meta, meanwhile, is preparing for major layoffs. The main events from December 1 to December 5 are in our review.

Highlights of the week: Burry vs. Big Tech, OpenAI improves ChatGPT, cuts at Meta

Salesforce, Inc.

Meta has poached Apple's chief interface designer Alan Dye. Brevo has become the new unicorn in Europe, securing €500 million in funding to challenge Salesforce and HubSpot. These and other topics are in our review of key events for the morning of December 3.

Highlights for this morning: new unicorn, OpenAI deal, Salesforce beats forecasts

Two days ago, Apple announced the resignation of the head of development of its proprietary artificial intelligence

"Seismic shift": Apple's chief interface designer will leave for Meta. What it means

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

Marvell Technology, Inc.

CrowdStrike Holdings, 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?

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.