NVIDIA Corporation

The H200 is the second most powerful chip in the Nvidia lineup available to customers

Nvidia may increase production of H200 AI chips amid strong demand in China - Reuters

Tesla, Inc.

Meta Platforms, Inc.

Alphabet Inc.

Cognex Corporation

Rockwell Automation, Inc.

QUALCOMM Incorporated

Advanced Micro Devices, Inc.

Apple Inc.

Taiwan Semiconductor Manufacturing Company Limited

By 2050, revenue in the robotics sector will reach $25 trillion, with more than half of this amount falling on humanoid robots and robot cabs, according to Morgan Stanley. The corresponding review was released by investment bank analyst Adam Jonas, <a href="https://www.barrons.com/articles/robots-stock-investors-b294d6a5?mod=RTA">reports</a> Barrons.

$25 trillion in revenue: why is Morgan Stanley betting on robots?

Nvidia shares went from rising on the premarket to falling 0.2-0.3% after the FT publication

China will restrict access to Nvidia chips despite Trump's approval of exports - FT

The US will allow tech giant Nvidia to export H200 AI chips to China and other countries, US President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/115686072737425841">wrote </a>on his Truth Social media page. Nvidia shares jumped more than 2% in the post-market following the publication.

Trump said Nvidia will be able to supply chips to China "under certain conditions"

Adobe Inc.

Oracle Corporation

Broadcom Inc.

Wall Street is expecting a quarter percentage point cut in the US interest rate during this week's main event - the US Federal Open Market Committee (FOMC) meeting of the US Federal Reserve, which will end with a press conference by Fed chief Jerome Powell. Powell is expected to undertake a so-called hawkish rate cut: with no hint of further monetary policy easing in early 2026, Barron's <a href="https://www.barrons.com/articles/fed-rate-decision-adobe-oracle-costco-broadcom-c2d28c54?mod=RTA#:~:text=But%20Powell%20is%20expected%20to%20deliver%20a%20hawkish%20cut%2C%20meaning%20he%20won%E2%80%99t%20signal%20any%20rate%20cuts%20early%20next%20year.">writes</a>.

Fed rate and Oracle and Adobe reports: what investors need to know this week

Baidu, Inc.

China is experiencing an explosive growth of interest in AI chipmakers - after a historic 500% surge in Moore Threads' "Chinese Nvidia" shares, Baidu is preparing Kunlunxin for an IPO in Hong Kong with a valuation of almost $3 billion, intensifying the race for technological autonomy against the backdrop of U.S. export restrictions. U.S. Treasury debt surpassed $30 trillion for the first time. These and other topics are covered in our review of key events for the morning of December 5.

Morning highlights: China's Nvidia rally, India cuts rate, US drowning in debt

The priority of the wealthiest remains stability and sustainability, not short-term market fluctuations

Billionaires have cooled their appetite for U.S. stocks. Where are they moving their capital?

Microsoft Corporation

Amazon.com, Inc.

The head of Nvidia discussed exports with Donald Trump on Wednesday, Reuters has learned

U.S. Congress won't crack down harder on Nvidia chip sales to China - Bloomberg

Apple will reach a record level of iPhone shipments this year thanks to the new 17th lineup and renewed demand in the company's key Chinese market, CNBC <a href="https://www.cnbc.com/2025/12/03/iphone-17-will-drive-record-apple-shipments-in-2025-idc.html">writes</a>, citing a forecast by research company IDC. However, the outlook for 2026 looks less certain: the postponement of the release of the base model iPhone 18 may lead to a decline in shipments.

'Phenomenal turnaround': analysts expect record iPhone shipments in 2025

Intel Corporation

Banks are discussing a new loan for the construction of data centers for ChatGPT developer, SEC has started an audit of Jefferies bank due to probable insufficient risk disclosure, and TSMC has sued a former top manager, accusing him of probable transfer of Intel secrets. These and other topics are covered in our review of key events by the morning of November 28.

Highlights for the morning: SEC investigations against Jefferies, TSMC lawsuit and Big Tech debt

Ubtech Robotics Corp Ltd

China's top economic planning agency has warned of the risk of a bubble forming in the field of humanoid robotics, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-27/china-warns-of-bubble-risk-in-booming-humanoid-robotics-industry">writes</a>. This is a rare expression of concern about the rapidly growing sector for the state, the agency notes.

China has warned of a bubble in robotics. Is there cause for concern?

The bank advises investors to pay attention to the Chinese market - it has strong potential and attractive prices