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

NVIDIA Corporation

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

Nvidia vs. Burry: How the chipmaker fends off attacks from 'Downgrade Game' investor

Amazon.com, Inc.

Until recently, Amazon was perceived as a laggard in the AI race, although it is leading the cloud market

Amazon has pledged to invest up to $50 billion in AI capabilities for the White House and the Pentagon

Binance is facing a massive new lawsuit in the US in which the company is accused of helping to fund Hamas: adding to the pressure on the crypto industry. Amazon announced investments of up to $50 billion in data centers for the US government, reflecting a surge in demand for government AI capacity. On these and other topics - in our review of key events for the morning of November 25.

Highlights for the morning: Binance under attack, OpenAI prepares a device, Asia changes focus

MediaTek Inc.

Shares of Google and its Asian suppliers jumped in trading

The media has learned about Meta's intention to buy AI chips from Google. Does this threaten Nvidia?

Investor Michael Burry, who became famous for predicting the 2008 mortgage crisis and was able to make money on it, <a href="https://www.cnbc.com/2025/11/24/michael-burry-launches-newsletter-to-lay-out-his-ai-bubble-views-after-deregistering-hedge-fund.html">has</a> <a href="https://michaeljburry.substack.com/">launched his</a> own newsletter on the service for paid author blogs and analytics Substack, according to CNBC. According to Burry, since Sunday he has already collected more than 23 thousand subscribers on the platform, and now this platform will become his "sole focus," <a href="https://www.businessinsider.com/big-short-michael-burry-substack-blog-nvidia-ai-dotcom-bubble-2025-11">writes</a> BusinessInsider.

'Downgrade Game' investor launches paid blog and warns of AI bubble

Tesla, Inc.

Tesla CEO Elon Musk has revealed that the company is developing and deploying AI chips in its cars and data centers. "Most people don't know that Tesla has had an advanced team of AI chip and board engineers for years," Musk<a href="https://x.com/elonmusk/status/1992499020590108745"> wrote</a> on Platform X on Sunday, Nov. 23. - This team has already created and deployed several million AI chips in our cars and data centers. It is these chips that allow Tesla to be a leader in real-world AI."

Elon Musk has revealed the success of another Tesla trend in AI. Shares jumped

Qwen chatbot is Alibaba's first attempt at large-scale expansion in the consumer AI segment

Alibaba's "ChatGPT killer" has been downloaded 10 million times in its first week. How is the market reacting?

Oracle Corporation

Oracle, one of the largest U.S. software makers and server hardware vendors, is actively engaged in the artificial intelligence race, and this is already worrying investors. The company has a growing debt load and risks concentrating large customers. Its case mirrors the story of the development of AI itself: investors first skyrocketed the quotations of companies related to it, and then began to wonder whether a giant bubble had burst in this sector.

Artificial intelligence (AI)