MongoDB, Inc.

The good results prompted several analysts to increase the target price of the company's shares at once

Shares of database developer MongoDB are up 28% after the report. Worth buying

Credo Technology Group Holding Ltd

Wall Street analysts <a href="http://cnbc.com/2025/12/02/analysts-lift-their-price-targets-for-this-little-known-ai-company-after-an-earnings-beat.html">raised their</a> target prices on shares of small semiconductor company Credo after its results and profit forecasts exceeded experts' expectations for the second fiscal quarter, CNBC reports. Against this backdrop, Credo shares soared 15%.

Wall Street expects up to 40% growth from a little-known AI company. What's its potential?

NVIDIA Corporation

Broadcom Inc.

Alphabet Inc.

Chimpaker shares are trading at a multiple at the local lows of October 2023 and July 2022

Nvidia's valuation is near the lows. BofA sees this as a growth opportunity

The head of developer ChatGPT announced an emergency mode of work in the company to improve the chatbot

OpenAI has declared a "code red". Google threatens to take away its leadership in the AI race

Apple Inc.

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

CoreWeave, Inc.

Nebius Group N.V.

Investor Jim Chanos, who predicted the collapse of Enron, one of the largest US companies, during the dot-com bubble, has warned of the warning signs he sees in the artificial intelligence market. He worries that cloud services that rent out servers to power AI are racking up loans secured by Nvidia chips, with most lacking a sustainable business model and a clear trajectory to profitability. This makes debt repayment problematic.

Investor who predicted Enron's collapse warned of cloud services default risks

IREN Limited

Shopify Inc.

Fears of an AI bubble are exaggerated, Wedbush analysts say 2026 will be a "strong year" for the technology, according to them

Wedbush has reconstructed the AI Revolutionaries Index: who will be the market favorite in 2026

Microsoft Corporation

SoftBank Corp.

The deal will "accelerate the adoption of artificial intelligence in enterprise environments," OpenAI expects

ChatGPT developer acquires stake in Trump relative's fund

SoftBank Group Corp.

Masayoshi Son, founder of Japan's SoftBank, said he wouldn't have sold Nvidia shares if he had unlimited funding for follow-on investments in artificial intelligence, including a big bet on OpenAI, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-01/softbank-s-son-cried-about-nvidia-stake-sale-to-fund-ai-bets">writes.</a>

"I cried when I sold": SoftBank CEO comments on leaving Nvidia for the first time

Synopsys, Inc.

Nvidia has <a href="https://nvidianews.nvidia.com/news/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design#:~:text=To%20further%20adoption%20of%20GPU,billion%20in%20Synopsys%20common%20stock.">announced</a> that it has bought $2 billion worth of common stock in electronics design company Synopsys, as part of a strategic partnership "to accelerate computing and artificial intelligence solutions." It will enable "the design and modeling of intelligent products with greater accuracy, faster and at lower cost," the chipmaker said in a release.

Nvidia to buy stake in major electronics designer for $2 billion

Amazon.com, Inc.

Airbus SE

Netflix, Inc.

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: macro factors and rate cut prospects in focus

Entergy Corporation

Lattice Semiconductor Corporation

Signet Jewelers Limited

Lincoln Electric Holdings, Inc.

They include a chipmaker, a nuclear-plant operator, a welding-equipment supplier, and a jewelry chain

Artificial intelligence (AI)