NVIDIA Corporation

Advanced Micro Devices, Inc.

Microsoft Corporation

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

Microsoft shares sagged on reports of weak sales forecasts for AI products

Salesforce, Inc.

The main intrigue is whether the company can withstand the pressure from AI competitors

Salesforce stock is down nearly 30% YTD. Why do analysts believe in a reversal?

The listing of OpenAI's main competitor in the enterprise segment could take place in 2026

Chatbot developer Claude Anthropic has hired lawyers to prepare for IPO - FT

Marvell Technology, Inc.

Chatbot creator Claude Anthropic is preparing for one of the largest IPOs. Marvell buys Celestial AI startup Silver hit an all-time high on expectations of a Fed rate cut and growing supply shortages. Read more - in our review of key events for the morning of December 3.

Highlights for the morning: Anthropic IPO, Marvell's big deal and silver records

CrowdStrike Holdings, Inc.

CrowdStrike shares were down about 1.5% in extended trading on Dec. 2.

CrowdStrike improved its earnings outlook thanks to AI demand. What to do with stocks?

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?

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.

Artificial intelligence (AI)