Oracle Corporation

CoreWeave, Inc.

Bank analysts have named bets that they believe will help generate profits early next year

AI, copper, finance: Citi suggested assets to invest before the holidays

NVIDIA Corporation

Palantir Technologies Inc.

Cisco Systems, Inc.

Legendary investor Michael Burry, who predicted the 2008 mortgage crisis and was the hero of the book and movie "The Downgrade," <a href="https://oninvest.com/article/rynok-zdet-neskol-ko-trudnyh-let-glavnoe-iz-interv-u-b-urri-avtoru-the-big-short">says</a> there is a bubble in the market that is "eerily" reminiscent of the dot-com bubble. In his recent posts on social networks X and SubStack, he predicts that the current leaders of the AI race will repeat the fate of the investor favorites of the 1990s, whose fame faded after the collapse of the bubble. Oninvest looked at three of his key analogies to see what lessons Burry believes history has in store for today's investors.

Lessons from history: will Nvidia, Palantir and OpenAI repeat the fate of the stars of the dot-com bubble?

The return of network equipment maker Cisco Systems' shares to March 2000 price levels last week has prompted new comparisons of the current boom around artificial intelligence to the dot-com bubble of the late 1990s, The Wall Street Journal (WSJ) <a href="https://www.wsj.com/finance/stocks/the-eerie-parallels-between-ai-mania-and-the-dot-com-bubble-f99be6fe">notes</a>.

AI fever vs dot-com bubble: WSJ finds 5 similarities and 2 differences

Roblox Corporation

On December 3, Russian authorities <a href="https://istories.media/news/2025/12/03/rkn-zablokiroval-roblox/">banned</a> access to the game platform Roblox. They also <a href="https://bes.media/news/vlasti-kazahstana-prosyat-app-store-i-google-play-udalit-roblox/">want to</a> block it in Kazakhstan. Access to the platform has already been <a href="https://www.ynetnews.com/tech-and-digital/article/h1agagqkxx">banned</a> in Oman, Qatar, China, Bahrain and <a href="https://www.reuters.com/technology/turkey-blocks-roblox-access-over-abuse-concerns-justice-minister-says-2024-08-08/">Turkey</a>.

Roblox is in play: can it deal with blockers and courts and increase revenues

Apollo Global Management, Inc.

Apollo is not the only investment giant that has seen a threat to the business models of many B2B software vendors

Apollo has taken a bearish stance on enterprise software developers. What threatens them?

Cloud capacity provider and software developer Oracle has pushed back the completion date for part of the data centers it is building for OpenAI (creator of ChatGPT) from 2027 to 2028, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-12/some-oracle-data-centers-for-openai-delayed-to-2028-from-2027?srnd=homepage-europe">reported</a>, citing sources.

Oracle has postponed delivery of a portion of its data centers for OpenAI until 2028. Shares fell 6%

Oracle shares have fallen by almost 40% since September, and the company's capitalization has shrunk by more than $360 billion: the market still lacks confidence in the sustainability of the business against the backdrop of dependence on OpenAI. The fall accelerated after the report for the second quarter of the fiscal year, which did not dispel investors' concerns and only caused a new wave of revisions of forecasts by Wall Street analysts.

Oracle shares are down 40% after a September rally. What does Wall Street advise doing?

Alphabet Inc.

OpenAI <a href="https://openai.com/index/gpt-5-2-for-science-and-math/">has unveiled </a>its most advanced artificial intelligence model, GPT-5.2, and it outperforms its predecessors in creating spreadsheets, preparing presentations, analyzing images, writing code and understanding long context, the company said. GPT-5.2 is available starting Dec. 11 for paid users of the ChatGPT chatbot and through a programmatic interface (API). With it, OpenAI hopes to attract more enterprise customers and increase revenue, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-11/openai-unveils-more-advanced-model-as-race-with-google-heats-up?srnd=homepage-europe&amp;sref=Y0jVLcFo">reports </a>.

OpenAI introduced a powerful new AI model. It was prepared in "code red" mode

Fundstrat's Tom Lee has no doubts about the US stock market's ability to rise again after three consecutive years of gains

Wall Street's most accurate forecaster predicted a 12% rise in the S&amp;P 500 by the end of 2026

The Walt Disney Company

Disney shares were up nearly 2 percent after the open of trading

Disney will invest $1 billion in OpenAI and give the rights to characters for its AI service

Planet Labs PBC

Billionaires want to move trillion-dollar capacity boom for artificial intelligence into space

Musk's SpaceX and Bezos's Blue Origin begin race for orbital data centers - WSJ

Photronics, Inc.

Shares of Photronics, a mid-cap manufacturer of photomask technologies that are a key component in semiconductors, <a href="https://finance.yahoo.com/quote/PLAB/">surged</a>&nbsp;more than 45% on Wednesday, December 10, to mark their highest level since mid-2001. Investors were snapping up the stock after the company reported quarterly <a href="https://photronicsinc.gcs-web.com/news-releases/news-release-details/photronics-reports-full-year-and-fourth-quarter-fiscal-2025">results</a>&nbsp;that <a href="https://www.barrons.com/articles/photronics-earnings-stock-price-67f82a0f?st=njSZRM">beat</a>&nbsp;Wall Street’s expectations across all major indicators.

Artificial intelligence (AI)