Meta Platforms, Inc.

NVIDIA Corporation

Apple Inc.

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.

Highlights of the week: Burry vs. Big Tech, OpenAI improves ChatGPT, cuts at Meta

Rosenblatt sees the potential for Meta stock to rise more than 65% after reports that the company is cutting back on meta spending

"Wall Street is thrilled": Meta is expected to grow after meta-universe spending cuts

Horizon Robotics

Hon Hai Precision Industry Co., Ltd.

6WS.SG,0P0001MVOP,0

Goldman Sachs presented its global equity ideas for December, highlighting the securities of five companies to which analysts give a potential upside of 70% or more, <a href="https://www.cnbc.com/2025/12/05/5-stocks-that-goldman-sachs-gives-over-70percent-upside-in-the-coming-year-.html">writes</a> CNBC. Among them:

Goldman has named the stocks with the most potential. One of them can grow up to 90%

Siemens Energy AG

Speculative trading and gambling on debt raise the risks of a repeat of the November sell-off, the investment giant has warned

The topic of AI will dominate in 2026, says BlackRock. Which stocks is it betting on?

Baidu, Inc.

China is experiencing an explosive growth of interest in AI chipmakers - after a historic 500% surge in Moore Threads' "Chinese Nvidia" shares, Baidu is preparing Kunlunxin for an IPO in Hong Kong with a valuation of almost $3 billion, intensifying the race for technological autonomy against the backdrop of U.S. export restrictions. U.S. Treasury debt surpassed $30 trillion for the first time. These and other topics are covered in our review of key events for the morning of December 5.

Morning highlights: China's Nvidia rally, India cuts rate, US drowning in debt

Alphabet Inc.

Broadcom Inc.

According to DA Davidson, the company could take up to 20% of the AI chip market in a matter of years

Google's AI chips could be its $900 billion 'secret ingredient' - Bloomberg

Volkswagen AG

Volkswagen has <a href="https://www.volkswagen-newsroom.com/de/pressemitteilungen/zukunftskonzept-steht-innovationscampus-wird-teil-der-glaesernen-manufaktur-dresden-20022">decided to turn the</a> production site in Dresden, known as the Transparent Manufactory, into an innovation center for artificial intelligence and other advanced technologies. In this way, the carmaker is fulfilling its promise not to close plants in Germany, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-04/volkswagen-to-keep-dresden-site-open-as-ai-chip-tech-center">explains</a>.

"Something like Stanford": Volkswagen is repurposing its Dresden plant into an AI center

Analysts at Denmark's Saxo Bank annually publish a list of "unlikely but highly influential events that may well happen". The bank calls its forecast "crazy". But as practice and Saxo's analysis shows - even "unlikely", according to experts, events can be realized. Saxo <a href="https://www.home.saxo/en-mena/content/articles/thought-starters/outrageous-predictions-that-went-right-25112025">selected</a> 8 "outrageous" forecasts that eventually came true. And these are:

8 "crazy" Saxo forecasts that came true. What do analysts expect in 2026?

The European Commission plans to formally announce the investigation in the coming days, two European officials say

EU to launch antitrust investigation into Meta over AI in WhatsApp - FT

Salesforce, Inc.

Microsoft Corporation

The number of paid contracts to use the company's AI agent more than doubled quarter-on-quarter

"Powerful future revenue stream": Salesforce gave strong outlook thanks to AI agents

Advanced Micro Devices, Inc.

Amazon.com, Inc.

The head of Nvidia discussed exports with Donald Trump on Wednesday, Reuters has learned

U.S. Congress won't crack down harder on Nvidia chip sales to China - Bloomberg

The company denies the data on unachieved targets

Artificial intelligence (AI)