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Microsoft Corporation

NVIDIA Corporation

DeepSeek may unveil its newest AI model in February - a year after its other release caused the U.S. market to collapse

Anthropic accused DeepSeek and AI tigers from China of training on its Claude model

Salesforce, Inc.

Adobe Inc.

One tool for lawyers has the market questioning the future of the entire Microsoft and Salesforce business model

Minus nearly $1 trillion in capitalization in a week: three questions about the "software apocalypse"

OpenAI plans to remain a "giant customer" of Nvidia for a "very long time", claims OpenAI head Sam Altman

OpenAI unhappy with Nvidia chips and looking for alternatives - Reuters

Amazon.com, Inc.

Major tech companies are discussing large-scale investments in OpenAI: According to The Information and Financial Times, Nvidia, Amazon and Microsoft could invest tens of billions of dollars in the ChatGPT developer as part of a funding round in which OpenAI expects to raise $100 billion.

Nvidia, Amazon and Microsoft discuss tens of billions investment in OpenAI - media outlet

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?

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