Alphabet Inc.

Micron Technology, Inc.

CenterCredit

The race for artificial intelligence is turning into the biggest infrastructure cycle of the decade. In 2025, a wave of AI infrastructure investment <a href="https://www.computerweekly.com/news/366636102/IT-spending-bonanza-biggest-in-30-years">will drive</a> technology spending worldwide at a pace not seen since the release of Windows 95 in 1995, analysts at IDC have calculated. Record demand for computing power and memory is shaping a new capital architecture and investment direction. We asked Askar Akhmedov, investment director at Atlas Capital, where to invest $10,000 by the end of the year. And two of the three stocks are AI-related.

Where to invest $10,000 in December: 3 stocks for New Year's Eve shopping

SK hynix Inc.

NVIDIA Corporation

To cool speculative frenzy, the exchange banned trading in SK Hynix - Nvidia's supplier - securities in debt

Nvidia supplier falls after Korea's stock exchange triggers 'investment alert' mode

Meta Platforms, Inc.

Cisco Systems, Inc.

Meta is moving from open-source to creating a closed commercial model of Avocado and rebuilding internal teams under the personal leadership of Mark Zuckerberg. Cisco shares, meanwhile, riding a wave of renewed interest in infrastructure technologies, surpassed their dotcom-era highs for the first time. These and other topics are in our review of key events for the morning of December 11.

Main by morning: Meta goes to closed models, Cisco updates dotcom-era maxima

Microsoft Corporation

Investors will have to accept a difficult dilemma: there is no safe way to capitalize on the revolution. There is no way to predict the moment of collapse, and many will lose money, warns investment guru Howard Marks  

The Optimism Trap: Howard Marks on where the market is misguided about the bubble

Salesforce, Inc.

KeyBanc analysts surveyed the heads of IT departments of companies and found that one of the main beneficiaries of the increase in corporate spending on artificial intelligence next year is likely to be Microsoft: it is its products that IT departments spend the most on. While for Salesforce, judging by the survey results, the situation does not look as rosy, Barron's <a href="https://www.barrons.com/articles/microsoft-stock-price-salesforce-ai-2d240b9a?mod=RTA">notes</a>.

Microsoft stands to benefit from rising business spending on AI. Why is Salesforce under pressure?

Oracle Corporation

Options markets are pricing in a 10% move in the stock in either direction following the release of the Oracle report 

"A key moment for AI stocks": what Wall Street is expecting from Oracle's report

Apple Inc.

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?


This is the second investigation into Google launched by Brussels in less than a month

EU to probe Google for 'abuse of dominance' over AI training

Meanwhile, institutional investors continue to hold an overweight position in AI stocks, wary of shifting capital into the real sector without clear signals of an accelerating U.S. economy

Goldman Sachs clients tempered optimism on US equities and AI after November's decline

Nvidia shares went from rising on the premarket to falling 0.2-0.3% after the FT publication

China will restrict access to Nvidia chips despite Trump's approval of exports - FT

Artificial intelligence is no longer a game for startups. In early December, it was <a href="https://www.ft.com/content/3254fa30-5bdb-4c30-8560-7cd7ebbefc5f">reported</a> that Anthropic, which created the Claude AI, had started preparing for an IPO. This is the third signal of this kind - in November, the leader of the AI race <a href="https://oninvest.com/article/prosto-normal-naa-kompania-na-1-trln-kak-openai-prokladyvaet-dorogu-na-birzu">OpenAI</a> and the startup <a href="https://oninvest.com/article/ne-na-blago-vsego-celovecestva-kakoj-ii-sozdaet-cohere-konkurent-openai">Cohere</a> indicated their intention to become public companies. It looks like the AI market is gradually maturing into a public offering, which will give retail investors a chance to directly participate in the AI boom, or bubble, which has been simmering for three years. To be prepared, let's take a closer look at Anthropic - this company is making much less media noise than OpenAI, but is steadily gaining momentum, remaining one of the favorites in the AI race.

Money loves silence: How Claude beat ChatGPT in the corporate segment

Carvana Co.

CRH plc

Comfort Systems USA, Inc.

The Middle East, in Ray Dalio's estimation, is turning into a "Silicon Valley of capital", attracting talent and billions of investments in AI infrastructure. Google has announced the launch of its first AI glasses in 2026, competing with Meta in the AI-wearables segment. About these and other topics - in our review of key events by the morning of December 9.

Artificial intelligence (AI)