Apple Inc.

Alphabet Inc.

A U.S. court stopped short of forcing Google to sell Chrome and Android, and allowed it to continue paying Apple for using its default search in its products. Gold hit a record high, rising above $3600 an ounce amid expectations of a Fed rate cut and active central bank buying. OpenAI continues its expansion: the company bought the startup Statsig for $1.1 billion. These and other topics - in our review of key events for the morning of September 3.

Highlights for this morning: Google keeps Chrome, Klarna goes IPO, $1 billion OpenAI deal

SentinelOne, Inc.

Palo Alto Networks, Inc.

CrowdStrike Holdings, Inc.

The Motley Fool has <a href="https://www.fool.com/investing/2025/09/02/1-no-brainer-ai-stock-down-75-buy-dip-wall-street/">spotlighted</a>&nbsp;mid-cap cybersecurity company SentinelOne as a "no-brainer" AI stock to buy while on the dip. It still trades far below its 2021 high and at some of the cheapest valuations in its sector, even though the company is expanding faster than peers.

Motley Fool spotlights cybersecurity firm SentinelOne as AI stock to buy on the dip

D-Wave Quantum Inc.

Rigetti Computing, Inc.

NVIDIA Corporation

Quantum computers have the potential to revolutionize medicine, materials science, the management of complex systems like cellular or power grids, and last but not least, <a href="https://oninvest.com/article/nezametnyj-apokalipsis-kakoj-konec-sveta-mogut-ustroit-kvantovye-komp-utery">cryptography</a>. According <a href="https://thequantuminsider.com/2025/07/14/investor-sentiment-pivots-as-funding-ma-and-research-advances-spark-interest-during-q2-2025/#:~:text=Total%20private%20capital%20investment%20in,fewer%20but%20larger%20funding%20rounds.">to</a> Quantum Insider, venture capitalists invested 50% more in the technology in the second quarter of 2025 than in the same period a year earlier. Perhaps in part because many companies have announced that they are beginning to explore the use of quantum computers in the super-hot topic of artificial intelligence. What happens when you combine these two technologies? Is this really a future incredible breakthrough or just hype squared?

Hype squared or breakthrough: Is it time to capitalize on quantum AI 

Alibaba Group Holding Limited

Alibaba is the best bet for an AI infrastructure provider in China right now, says Morgan Stanley

Alibaba shares soared nearly 20% thanks to AI and e-commerce. How much longer do they have to rise?

Nebius Group N.V.

CoreWeave, Inc.

CoreWeave and Nebius Group have similar businesses. Both companies build full-service infrastructure for AI developers. They share a common partner, Nvidia, which not only supplies them with their AI gas pedals, but also owns stakes in both companies. Both CoreWeave and Nebius have reported impressive Q2 2025 numbers, but investors have taken them differently. Which is something to consider when adding shares of these companies to your portfolio.

CoreWeave vs Nebius Group: why such similar companies will suit different investors

EssilorLuxottica Societe anonyme

Meta Platforms, Inc.

Safilo Group S.p.A.

Last year, the eyewear market was one of the few luxury product categories to show growth, consultancy Bain &amp; Company <a href="https://www.bain.com/insights/luxury-in-transition-securing-future-growth/#:~:text=Eyewear%20expanded%20by%203%25%20to%205%25%20at%20current%20exchange%20rates%20in%202024%2C%20reaching%20%E2%82%AC17%20billion.%20Growth%20was%20fueled%20by%20heightened%20creativity%2C%20trading%20up%20by%20customers%20to%20higher%20price%20segments%2C%20and%20specialized%20brands%20that%20effectively%20catered%20to%20the%20distinct%20preferences%20of%20some%20consumer%20groups.">reckoned </a>. This year, judging by the reporting of public companies in the sector, the trend is continuing.

Keep your eyes open: how AI and nostalgia are driving up eyewear sales 

Oracle Corporation

Palantir Technologies Inc.

Wall Street by the end of the summer began to massively withdraw from deals related to artificial intelligence, <a href="https://www.barrons.com/articles/nvidia-ai-stocks-fall-f1443223?mod=RTA">notes </a>Barron's. In trading on Friday, August 29, almost all major companies benefiting from the AI boom were in the negative.

Shares of almost all AI race beneficiaries have fallen in price. Has Wall Street become disillusioned with AI?

Meituan

Artificial intelligence helps Alibaba shares appreciate faster than rivals' securities, which rely more on trading

Alibaba's surge in AI revenue has lifted its securities by 11%. What will ensure continued growth?

Cambricon Technologies Corporation Limited

Cambricon Technologies' market value has doubled in the past month due to Chinese investors' bets on the technology sector

Shares of "China's Nvidia" plummet after risk warning

Microsoft Corporation

Microsoft has begun testing its first AI model, MAI-1-preview, which is fully trained in-house and should improve the capabilities of its Copilot assistant, it <a href="https://microsoft.ai/news/two-new-in-house-models/">said </a>in a corporate blog post. It could increase competition with ChatGPT chatbot developer OpenAI, in which the tech giant has invested more than $13 billion, CNBC <a href="https://www.cnbc.com/2025/08/28/microsoft-tests-mai-1-preview-ai-model-boost-to-copilot-rival-openai.html">noted </a>.

Microsoft is testing an entirely proprietary AI model. This will increase competition with OpenAI

There remain at least four bears on Wall Street who aren't overly impressed with the reporting of the world's top AI processor vendor

Analysts raised Nvidia's target for growth. Why are others expecting a 45% collapse?

Salesforce, Inc.

The company's papers are trading at their lowest premium in a decade

Artificial intelligence (AI)