Microsoft Corporation

NVIDIA Corporation

ChatGPT developer 'falling apart in real time', says ex-Fidelity executive George Noble

'Falling apart before our eyes': Wall Street veteran warns against OpenAI-related stocks

Alibaba Group Holding Limited

China's largest online retailer Alibaba plans to link its flagship online shopping and travel services with its own AI assistant Qwen, taking the biggest step toward turning Qwen into a unified AI platform for users, Bloomberg writes. Alibaba's Qwen has previously been called the " <a href="https://www.gurufocus.com/news/3207043/alibabas-chatgpt-killer-ai-overhaul-signals-highstakes-play-for-mobile-domination">ChatGPT</a><a href="https://oninvest.com/article/ubijcu-chatgpt-ot-alibaba-za-pervuu-nedelu-skacali-10-mln-raz-kak-reagiruet-rynok">killer</a>." Last November - a week after its release - it was downloaded 10 million times.

Alibaba is turning its AI assistant into a "superapp". What will this do for businesses?

Alphabet Inc.

Over the past 12 months, Gemini's market share has grown from less than 6% to more than 20%, while ChatGPT's share has fallen from about 85% to less than 65%, Barrons writes

Cantor Fitzgerald upgraded its rating on Alphabet stock. Will Gemini beat ChatGPT?

ChatGPT developer OpenAI plans to raise as much as $100 billion in a new investment round, which could give the company a valuation of up to $830 billion, The Wall Street Journal <a href="https://www.wsj.com/tech/ai/openais-new-fundraising-round-could-value-startup-at-as-much-as-830-billion-93de9f7c">reported,</a> citing sources. If it manages to get the full target amount, that would make it the most expensive startup, allowing it to overtake Elon Musk's SpaceX again, which <a href="https://oninvest.com/article/spacex-podorozala-ilon-mask-stal-pervym-celovekom-v-mire-s-sostoaniem-vyse-600-mlrd">started a </a>new round of equity sales at a valuation of $800 billion.

New investor OpenAI could value it at $830 billion - WSJ. That's more expensive than SpaceX

Broadcom Inc.

CoreWeave, Inc.

A rise in the valuation of developer ChatGPT could push up quotes for a number of tech stocks

OpenAI is preparing to raise investment with a $750 billion valuation. Who will benefit?

Amazon.com, Inc.

If negotiations are successful, OpenAI's valuation could exceed $500 billion

Amazon is in talks for a multi-billion dollar investment in OpenAI and AI chip shipments

Meta Platforms, Inc.

Apple Inc.

Netflix, Inc.

Warner Bros. Discovery, Inc.

Michael Burry continues to criticize Big Tech, now for hidden costs and diluting shareholder capital. Samsung has shown technology leadership by releasing an experimental TriFold before the debut of the foldable iPhone, and OpenAI has introduced a "code red" mode to urgently improve ChatGPT. Meta, meanwhile, is preparing for major layoffs. The main events from December 1 to December 5 are in our review.

Highlights of the week: Burry vs. Big Tech, OpenAI improves ChatGPT, cuts at Meta

The listing of OpenAI's main competitor in the enterprise segment could take place in 2026

Chatbot developer Claude Anthropic has hired lawyers to prepare for IPO - FT

The head of developer ChatGPT announced an emergency mode of work in the company to improve the chatbot

OpenAI has declared a "code red". Google threatens to take away its leadership in the AI race

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

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?

Target Corporation

Walmart Inc.

Target shares were down 3% at the moment in trading on Nov. 19