CoreWeave, Inc.

IREN Limited

Shopify Inc.

Fears of an AI bubble are exaggerated, Wedbush analysts say 2026 will be a "strong year" for the technology, according to them

Wedbush has reconstructed the AI Revolutionaries Index: who will be the market favorite in 2026

Microsoft Corporation

SoftBank Corp.

The deal will "accelerate the adoption of artificial intelligence in enterprise environments," OpenAI expects

ChatGPT developer acquires stake in Trump relative's fund

NVIDIA Corporation

SoftBank Group Corp.

Masayoshi Son, founder of Japan's SoftBank, said he wouldn't have sold Nvidia shares if he had unlimited funding for follow-on investments in artificial intelligence, including a big bet on OpenAI, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-01/softbank-s-son-cried-about-nvidia-stake-sale-to-fund-ai-bets">writes.</a>

"I cried when I sold": SoftBank CEO comments on leaving Nvidia for the first time

Synopsys, Inc.

Nvidia has <a href="https://nvidianews.nvidia.com/news/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design#:~:text=To%20further%20adoption%20of%20GPU,billion%20in%20Synopsys%20common%20stock.">announced</a> that it has bought $2 billion worth of common stock in electronics design company Synopsys, as part of a strategic partnership "to accelerate computing and artificial intelligence solutions." It will enable "the design and modeling of intelligent products with greater accuracy, faster and at lower cost," the chipmaker said in a release.

Nvidia to buy stake in major electronics designer for $2 billion

Amazon.com, Inc.

Alphabet Inc.

Airbus SE

Netflix, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: macro factors and rate cut prospects in focus

Entergy Corporation

Lattice Semiconductor Corporation

Signet Jewelers Limited

Lincoln Electric Holdings, Inc.

They include a chipmaker, a nuclear-plant operator, a welding-equipment supplier, and a jewelry chain

Jefferies picks four cheap SMID-cap stocks likely to outperform next year

Meta Platforms, 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

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?

Artificial intelligence (AI)