Meta Platforms, Inc.

NVIDIA Corporation

Alphabet Inc.

Apple Inc.

Novo Nordisk A/S

Meta discusses a multi-billion dollar deal to buy Google processors, which increases competition for Nvidia and provokes volatility in its shares. Apple, on the back of a strong iPhone 17 launch and a new round of upgrades, could overtake Samsung to become the global smartphone market leader for the first time in 14 years. Fintech giant Revolut cemented its status as Europe's most expensive startup. The main events of November 24-28 are in our review<b>. </b>

Highlights of the week: Apple rushes to the top, Google, Meta and Burry challenge Nvidia

Merck & Co., Inc.

Newmont Corporation

Western Digital Corporation

Barron's <a href="https://www.barrons.com/articles/western-digital-newmont-stocks-buy-ai-selloff-4c4aa127?mod=RTA">named</a> stocks that avoided a drawdown during the recent selloff amid investor excitement over overheated valuations of AI companies. The publication included securities that not only did not fall from October 28 to November 20, but also subsequently added at least 5%. The selection did not include companies with a price/earnings ratio above 20, which, for example, excluded Google's parent company Alphabet from the list.

From gold to medicine: seven stocks that avoided a selloff in November  

Oracle Corporation

CoreWeave, Inc.

There is virtually no debt on OpenAI's own balance sheet

OpenAI partners have racked up $100bn of debt to fund the startup's ambitions - FT

Alibaba Group Holding Limited

Renting data centers in other Southeast Asian countries allows PRC tech giants to bypass U.S. restrictions

Alibaba and ByteDance move AI training overseas for the sake of Nvidia chips - FT

Palantir Technologies Inc.

ARK Invest experts are sure that the market is trying in vain to apply the logic of dotcoms to AI

Cathie Wood: talk of an AI bubble is misleading investors

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?

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.

Artificial intelligence (AI)