NVIDIA Corporation

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

Redburn downgraded Microsoft and Amazon for the first time since 2022. What's his concern?

Alphabet Inc.

One in two global fund managers sees an AI market bubble as the most dangerous risk

Google CEO: if the AI bubble bursts, everyone will suffer

The discussion centers on the real-world resource of Nvidia chips and the sustainability of the current AI boom

Bernstein argued with Michael Burry: how long do Nvidia chips really live?

Meta Platforms, Inc.

Billionaire to step down as Amazon CEO in 2021

Bezos will return to a management position for the first time since leaving Amazon. What will he do?

Tesla, Inc.

Apple Inc.

Thiel is considered one of the most influential investors in the technology sector

PayPal and Palantir co-founder Peter Thiel dumped Nvidia stock at the peak of the AI boom

Zillow Group, Inc.

Synopsys, Inc.

In the third quarter, AKR Invest stepped up its bets on bioinnovation, cryptoinfrastructure and artificial intelligence

Alphabet, Robinhood and Baidu: how Cathie Wood's portfolio changed in the third quarter

BTCS Inc.

Bitcoin's capitalization is down about $600 billion from its October peak amid a collapse in sentiment and falling confidence in cryptocurrencies. Japan is preparing new regulation of cryptocurrencies and tax cuts. About these and other topics - in our review of key events by the morning of November 17.

Highlights for the morning: bitcoin weakens, oil gets cheaper, AI investment in Japan rises

SoftBank Group Corp.

SoftBank had already exited Nvidia in 2019: it was one of the worst investment decisions ever, as the value of the stake sold then would now exceed $150 billion

SoftBank sold Nvidia: is this an example for the retail investor?

Adobe Inc.

The proliferation of AI-created dipfakes has led to the development of the relatively new industry of Trust as a Service (TaaS). Businesses themselves offer solutions that can provide protection against such dipfakes. Vadim Novikov, Advisor to the President of Almaty Management University (AlmaU), discusses why this is better than government attempts to solve the problem.

The $40 billion problem: How dipfakes led to the emergence of a business on trust

SoftBank Corp.

Nebius Group N.V.

This week saw the end of the longest government shutdown in US history. Investment gurus sounded the alarm: Michael Burry accused Big Tech of artificially inflating profits, and Mark Mobius warned of an impending correction in the AI sector. The announcement of the stake sale to Nvidia caused SoftBank's stock price to decline, reflecting market doubts about the return on large-scale AI investments. At the same time, Arkady Volozh's Nebius signed a $3 billion contract with Meta, following an agreement with Microsoft. You can read about the main events from November 10 to 14 in our review.


Highlights of the week: US shutdown finale, Burry vs Big Tech, SoftBank sold to Nvidia

Baidu, Inc.

Quotes collapsed by 10% - the worst drop in the last seven months

Artificial intelligence (AI)