Oracle Corporation

Oracle's debt risk index has risen to a three-year high - and Morgan Stanley estimates this is just the beginning. Against the background of growing borrowings to finance AI projects and large-scale construction of data centers, default protection is becoming more expensive, and the pressure on the securities is increasing. What do analysts see and what actions do they suggest investors take?

Morgan Stanley: Oracle debt risks are at a 3-year high. What does it advise?

NVIDIA Corporation

Palantir Technologies Inc.

Investor Michael Burry, famous for betting against the mortgage market before the 2008 crisis, has sharply stepped up his criticism of Nvidia and revealed new details of his bets against AI companies. In a fresh letter on the chipmaker, he said he sees serious risks in the rapid obsolescence of hardware - while confirming that he holds put options on the downfall of not only Nvidia but also another Wall Street AI darling.

'Strawman scarecrow burned': Burry stepped up criticism of Nvidia. Who else is in his crosshairs?

Strategists of the American JPMorgan Private Bank, which serves wealthy clients, published their forecast for the U.S. stock market in 2026, <a href="https://www.bloomberg.com/news/articles/2025-11-26/jpmorgan-private-bank-s-bull-case-sees-s-p-500-up-20-by-2027">writes</a> Bloomberg. Here is what their review says:

Bank for millionaires in a pessimistic scenario awaits a 30% share collapse. The risk is in AI

The European regulator does not agree that a bubble has formed in the market

Fear of lost profits led to inflated valuations of bigtechs, ECB confident. What are the risks

Advanced Micro Devices, Inc.

Despite a failed November, no analysts on Wall Street are advising selling AMD stock

Shares of chief rival Nvidia are having their worst month in three years. What's an investor to do?

Dell Technologies Inc.

Dell expects annual AI server sales to grow by a quarter from its previous forecast

Dell reported worse than expected revenue, but raised its forecast. How did the market react?

Robinhood Markets, Inc.

Hon Hai Precision Industry Co., Ltd.

Markets remain under the influence of expectations of the Fed rate cut and the possible appointment of Kevin Hassett as the new head of the regulator. This weakened the dollar and supported gold prices, with the precious metal again approaching $4165 per troy ounce. Foxconn is strengthening its presence in the U.S., having received approval to invest $569 million to expand its AI server production in Wisconsin. On these and other topics - in our review of key events for the morning of November 26.

Highlights for the morning: Fed expectations, a boom in predictive platforms and new AI investments in the US

secunet Security Networks Aktiengesellschaft

Mobilicom Limited

Allot Ltd.

In 2025, cybersecurity remains one of the most dynamic areas of high tech. Insight Partners <a href="https://www.theinsightpartners.com/reports/cyber-security-market#:~:text=The%2520Cybersecurity%2520Market%2520size%2520is%2520projected%2520to%2520reach%2520US%2524%2520228.33%2520billion%2520in%25202024%2520and%2520is%2520projected%2520to%2520reach%2520US%2524%2520552.35%2520billion%2520by%25202031%253B%2520it%2520is%2520expected%2520to%2520register%2520a%2520CAGR%2520of%252013.8%2525%2520during%25202025%25E2%2580%25932031.">estimates</a>&nbsp;that the market for data and network security solutions will almost double between 2024 and 2031 to reach $552.4 billion. Growth in the sector is being driven by increasing cyberattacks, more stringent data-processing requirements, the shift to cloud services, and the rapid adoption of AI.

With cyberattacks and AI crime on the rise, these small caps are poised to benefit

Alphabet - Google's parent company - promoting its own AI chips could deprive Nvidia of up to 10% of its annual revenue

Nvidia shares fell 7% after news of Meta's plans to buy chips from Google

Alibaba Group Holding Limited

After the report, the company's receipts were up 3% in New York on the premarket, but were down 1% in the main trades

Alibaba's cloud business surged 34%, but holding company's profits fell. What about the stock?

Alphabet Inc.

Apple Inc.

International Business Machines Corporation

Shares of Apple, IBM and Cisco Systems will help protect against volatility, says Ben Reitzes

Melius cited "the only reason for investor concern." It's the rise of Google

The company said, among other things, that criticism of "round-tripping" and inflated profits was unfounded

Artificial intelligence (AI)