Alphabet Inc.

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

CoreWeave, Inc.

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

Alibaba Group Holding Limited

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

Target lowered its profit forecast due to shopper savings. Will ChatGPT help?

Cloudflare, Inc.

American hosting provider Cloudflare, whose services are used by hundreds of thousands of companies around the world, faced a large-scale failure. Among those affected were chatbot ChatGPT, rating agency Moody's and social platform X - their sites on Tuesday partially blocked access for users, <a href="https://www.bloomberg.com/news/articles/2025-11-18/chatgpt-x-among-sites-blocked-in-widespread-cloudflare-outage">writes</a> Bloomberg.

Cloudflare's failure disrupted ChatGPT and Social Network X

BETA Technologies, Inc.

BillionToOne

Evommune, Inc.

OpenAI management denied rumors of an imminent listing. Electric airplane developer Beta Technologies held an oversized listing in New York for more than $1 bln. Unilever scheduled an initial public offering of its Magnum ice cream business for December, which was previously postponed due to the US government shutdown. The main events in the IPO market over the week are in our selection.

OpenAI isn't thinking about an exchange, "Tesla in the sky" raised $1 billion: the main thing about the IPO by Nov. 9

MapLight Therapeutics, Inc.

Navan, Inc.

OpenAI is preparing one of the most expensive public offerings in history, and one of the world's largest manufacturers of medical devices Medline has applied for a placement with a possible valuation of up to $ 50 billion. In addition, after a long pause is observed a revival of the British IPO market, but so far the dynamics of shares of recently listed companies remains ambiguous. The main events on the IPO market for the week are in our selection.

OpenAI's $1 trillion listing and a rebound in the UK market: highlights of IPOs by Nov. 2

PayPal Holdings, Inc.

The company will be OpenAI's first e-commerce partner

PayPal is integrating its payment system into ChatGPT. Shares soared 15%

JPMorgan Chase & Co.

OpenAI leased $300 billion worth of computing power from Oracle in September

Banks will make the largest loan ever to build data centers. What does this have to do with Oracle?

NVIDIA Corporation

Advanced Micro Devices, Inc.

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

BYD Company Limited

LVMH returned to growth, which was a sign of recovering demand for luxury goods. Gold once again became the main safe haven for investors, displacing bitcoin. Walmart agreed with OpenAI to integrate shopping into ChatGPT. Oracle and AMD announced an AI deal challenging Nvidia's leadership, and Microsoft, Nvidia and xAI are investing $40 billion in Aligned data centers. The main events of October 13-17 are in our review.

Highlights of the week: luxury rises, gold overtakes bitcoin, Walmart and OpenAI deal

Microsoft Corporation

Microsoft's Azure cloud platform<a href="https://azure.microsoft.com/en-us/blog/microsoft-azure-delivers-the-first-large-scale-cluster-with-nvidia-gb300-nvl72-for-openai-workloads/"> has launched the</a> first major cluster based on Nvidia GB300 systems, including more than 4,600 Blackwell Ultra GPUs, the company's most advanced AI chips. The new cluster provides 37 terabytes of fast memory and high performance, forming the unified computing environment needed to run reasoning models, agent systems and multimodal generative AI applications. Such systems will reduce the training time of AI models from months to weeks, Microsoft said.

Microsoft and Nvidia launch the world's first production cluster for OpenAI workloads

This fall was marked by a flurry of news about the premier artificial intelligence developer, OpenAI. Who would have thought that a small nonprofit company founded in 2015 would command hundreds of billions of dollars 10 years later? Yet that's exactly what has happened to OpenAI - its CEO Sam Altman has not only driven its value to $500 billion, making it the world's most <a href="https://finance.yahoo.com/news/openai-now-worth-500-billion-195534705.html">expensive</a> startup, but he's also making deals that impact the stocks of major tech companies. However, what is he doing, in a strategic sense?