Amazon.com, Inc.

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

NVIDIA Corporation

Alphabet Inc.

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

Alibaba Group Holding Limited

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.

$300 billion in debt and collapsing stock prices: what Oracle's bet on AI is costing it 

The situation is not the worst possible, but it is time for investors to worry, says co-founder of Oaktree Capital Management

"Temporary insanity": why does Howard Marks think there's no market bubble yet?

Meta Platforms, Inc.

Microsoft Corporation

Nvidia's report this week lowered anxiety around a possible AI bubble by 24 hours. Alphabet shares hit a record high thanks to its powerful AI model Gemini 3. Tech giants Microsoft and Nvidia, as well as Claude's chatbot developer Anthropic, announced strategic partnerships, strengthening their position in the AI race. A court in the US dismissed a major antitrust lawsuit for the first time, finding Meta's acquisitions of Instagram and WhatsApp legal. The main events from November 17 to 21 - in our review.

Highlights of the week: Nvidia report, Alphabet's record, crypto's fall

The S&amp;P 500 rose almost 1% in trading on November 21

Citi has exited a long position in the S&amp;P 500. Should we follow suit?

Siemens Energy AG

Schneider Electric S.E.

Markets are headed for their worst weekly performance since April

European and Asian stocks fall amid returning fears of an AI bubble

Tuesday, November 18 saw <a href="https://blog.google/products/gemini/gemini-3/">the</a> long-awaited launch of Gemini 3, Google's new version of AI, which has generated quite a bit of hype and rumors over the past month. Apparently, the rollout is going well and user feedback is mostly positive. That gave a boost to shares of parent company Alphabet, which were already up when it was revealed that they were <a href="https://www.cnbc.com/2025/11/14/warren-buffetts-berkshire-hathaway-reveals-new-position-in-alphabet.html">bought by</a> legendary investor Warren Buffett's Berkshire Hathaway fund in the third quarter. There is an interesting twist in the frenzied AI race: Gemini is clearly challenging the previously undisputed leader ChatGPT from OpenAI.

Okay, boomer: why Google is back in vogue

Bridgewater investment firm founder Ray Dalio <a href="https://www.cnbc.com/2025/11/20/ray-dalio-ai-bubble-sell-market-stocks.html">warned</a> on CNBC that spending on artificial intelligence is forming a bubble in the market.

Artificial intelligence (AI)