NVIDIA Corporation

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

Alphabet Inc.

Carvana Co.

Meta Platforms, Inc.

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.

Highlights for this morning: Middle East rushes into AI, Google creates glasses, Nvidia goes to China

Broadcom Inc.

Marvell Technology, Inc.

Amazon.com, Inc.

Microsoft Corporation

Broadcom's market value has jumped more than 70% this year, and analysts still see little upside potential

Broadcom stock has a record - its customer could be Microsoft. What about its competitor's stock

Oracle Corporation

Cisco Systems, Inc.

Investors see the region as a new center of capital and technology

"The new Silicon Valley": why is Ray Dalio betting on the Middle East?

Apple Inc.

Analysts led by Dan Ives were positive about the change of the top executive in charge of Apple's AI

"It's a good time to accelerate AI development": Wedbush raises Apple targeting. What is he waiting for?

DigitalBridge Group, Inc.

Shares of DigitalBridge, a mid-cap digital infrastructure firm investing across data centers, cell towers, fiber networks, small cells, and edge infrastructure, <a href="https://finance.yahoo.com/quote/DBRG/?guccounter=1&amp;guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&amp;guce_referrer_sig=AQAAANJzO7qhtq4ftfonGEodVUta3W7CcmJ8wkHgYAForTOSW-XBS4xlKF7KLyQk0L35CoYcX_jqygts2GD4qGMiFBIdNwS4SdNJF98C33sKbOp9lSNggPnmigup5BLKbWDPzB_A28f6kwvxv2u7wovLH2Nc3V4Qa7V3KMWqsBlp24tN">soared</a>&nbsp;more than 45% on Friday, December 5. The company’s <a href="https://finance.yahoo.com/quote/DBRG/">market capitalization</a>&nbsp;thus exceeded $2.75 billion. This followed reports from <a href="https://www.bloomberg.com/news/articles/2025-12-05/softbank-said-in-talks-to-buy-data-center-investor-digitalbridge">Bloomberg</a>&nbsp;and <a href="https://www.reuters.com/legal/transactional/softbank-talks-buy-digital-infra-firm-digitalbridge-source-says-2025-12-05/">Reuters</a>&nbsp;that SoftBank is in talks to buy DigitalBridge. Wall Street analysts <a href="https://www.marketwatch.com/investing/stock/dbrg/analystestimates?mod=mw_quote_tab">believe</a>&nbsp;that even after Friday’s surge, its shares still have more than 26% upside.

Digital infra investor DigitalBridge soars on potential SoftBank takeover deal

Micron Technology, Inc.

BlackRock strategist expects 'positive surprises' from infrastructure provider stocks in 2026

BlackRock has bet on "picks and shovels" for the AI marketplace

International Business Machines Corporation

Confluent, Inc.

This could be one of the biggest deals for IBM in recent years

IBM discusses buying Confluent for $11 bln. mid-cap company's shares soar 33%

Copper prices, after four years of stagnation, began to rise in the last week and a half and reached record levels. Traditionally, demand for this metal, which is used in many items and sectors, from electrical wiring and batteries to construction, has been seen as an indication of the health of the global economy. Now it can also be used to judge the development of AI.

Copper was not an expensive metal. Because of AI and energy transition, it has become the "new gold"

Barrick Mining Corporation

Anthropic, a startup that created the Claude chatbot and competes with OpenAI in the enterprise segment, seems to have started preparing for one of the largest IPOs in history. Elon Musk's SpaceX is also targeting an IPO in 2026. Moore Threads Technology's "Chinese Nvidia" Moore Threads shares soared more than 5 times in debut trading after listing in Shanghai. Travel service Klook, which competes with Booking.com in Asia, postponed its U.S. offering until next year amid weak results from rivals. The main IPO market events of the week are in our selection.

Anthropic, SpaceX and "China's Nvidia": what's important about the IPO by Dec. 7

Netflix, Inc.

Warner Bros. Discovery, Inc.

Michael Burry continues to criticize Big Tech, now for hidden costs and diluting shareholder capital. Samsung has shown technology leadership by releasing an experimental TriFold before the debut of the foldable iPhone, and OpenAI has introduced a "code red" mode to urgently improve ChatGPT. Meta, meanwhile, is preparing for major layoffs. The main events from December 1 to December 5 are in our review.

Artificial intelligence (AI)