NVIDIA Corporation

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.

Billionaire Dalio warned that "we're in the bubble zone." What does he suggest we do?

Bank of America Corporation

International Business Machines Corporation

Zillow Group, Inc.

All of the companies in Goldman's sample have high employee costs and are already implementing AI to improve productivity

Goldman: banks and traditional companies will be the beneficiaries of the next phase of the AI boom

Nvidia beat Wall Street forecasts by announcing record demand for its Blackwell architecture and growing data center revenue, boosting its stock and supporting the AI sector. Block unveiled an ambitious three-year outlook with accelerating earnings growth and an expanded buyback program, causing the stock to jump 9%. These and other topics - in our review of key events by the morning of November 20.

Highlights for the morning: Nvidia beats forecasts, gold and oil react to Fed and sanctions

Alphabet Inc.

Alphabet securities rose by almost 7% in trading on November 19

Alphabet's stock has hit an all-time high. What does Wall Street like about its new AI model?

A spike in memory chip prices will further complicate the economics of building infrastructure for artificial intelligence

Counterpoint warned of the risk of prices doubling for memory for Nvidia's AI servers

UnitedHealth Group Incorporated

Brookfield Renewable Corporation

Norfolk Southern Corporation

They are shifting their focus to health care, manufacturing and materials, which benefit from structural changes in the economy

AI stocks have come under pressure. Which sectors are now favored by managers?

A breakthrough quarter, getting a third of all cloud providers' investments in AI, record revenue growth, and future growth drivers - what analysts are writing ahead of Nvidia's third-quarter reporting.

A divided market and bank optimism: Wall Street prepares for Nvidia report 

Taiwan Semiconductor Manufacturing Company Limited

Super Micro Computer, Inc.

Even a strong quarterly report from Nvidia won't guarantee a rise in shares of the main symbol of the AI boom, Bloomberg warns

Market awaits Nvidia report: which stocks could rise or fall the most? 

Gemini 3 release could be a new catalyst for Alphabet stock growth

Google revealed a new AI model amid growing competition with OpenAI. What does it mean?

Berkshire Hathaway Inc.

Loop Capital upgraded its rating on shares of Google's holding company, Alphabet, and now advises buying them. The upgrade follows Warren Buffett's Berkshire Hathaway's reported purchase of a stake in Alphabet and comes amid a steady decline in technology stocks due to investor concerns about the overvaluation of AI companies.

'Waves of AI enthusiasm': Loop Capital advises buying Alphabet shares despite risks

Microsoft Corporation

An AI startup has created a chatbot called Claude, one of ChatGPT's main competitors

Anthropic will buy $30 billion worth of Microsoft's facilities and get investments from it and Nvidia

Amazon.com, Inc.

The analyst of Rothschild &amp; Co Redburn went against the opinion of the majority of colleagues, advising to buy securities of these two companies

Artificial intelligence (AI)