NVIDIA Corporation

Taiwan Semiconductor Manufacturing Company Limited

Intel Corporation

Leading Chinese companies - Alibaba and ByteDance - are training their artificial intelligence models abroad to gain access to Nvidia chips, Financial Times sources claim. One of China's largest developers, Vanke, has requested a delay in payments, causing its bonds to collapse and alarm across the sector. On these and other topics - in our review of key events by the morning of November 27.

Highlights for the morning: Canada's duties, Intel and TSMC squabble, China finds its way to Nvidia chips

Advanced Micro Devices, Inc.

Despite a failed November, no analysts on Wall Street are advising selling AMD stock

Shares of chief rival Nvidia are having their worst month in three years. What's an investor to do?

Alphabet - Google's parent company - promoting its own AI chips could deprive Nvidia of up to 10% of its annual revenue

Nvidia shares fell 7% after news of Meta's plans to buy chips from Google

PTC Therapeutics, Inc.

Strategy Inc

Quotes of chipmaker SanDisk <a href="https://finance.yahoo.com/quote/SNDK/">jumped</a>&nbsp;in extended trading yesterday, November 24, and early today, November 25. The rally followed <a href="https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20251124-1480959/1480959_ipg-pinc-hbi-56.pdf">news</a>&nbsp;that the company will leave the S&amp;P SmallCap 600 index on Friday, November 28, to join the S&amp;P 500. SanDisk received an independent listing only in February. Since then, its shares have risen more than 500%, with its market capitalization approaching $33.3 billion. This is why investment bank Stephens <a href="https://www.marketwatch.com/story/the-s-p-500s-next-addition-could-be-this-red-hot-tech-stock-e8374457?mod=home_lead">calls</a>&nbsp;it an “elephant” in the small-cap index.

Small cap 'elephant' SanDisk moved to S&P 500; shares rally

The company said, among other things, that criticism of "round-tripping" and inflated profits was unfounded

Nvidia vs. Burry: How the chipmaker fends off attacks from 'Downgrade Game' investor

A spike in memory chip prices will further complicate the economics of building infrastructure for artificial intelligence

Counterpoint warned of the risk of prices doubling for memory for Nvidia's AI servers

A breakthrough quarter, getting a third of all cloud providers' investments in AI, record revenue growth, and future growth drivers - what analysts are writing ahead of Nvidia's third-quarter reporting.

A divided market and bank optimism: Wall Street prepares for Nvidia report 

Apple Inc.

Nu Holdings Ltd.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: market sentiment is dictated by uncertainty in the Fed's plans

Amazon.com, Inc.

Microsoft Corporation

SoftBank Group Corp.

SoftBank shares continue to get cheaper after the Japanese holding company announced it is selling its entire stake in Nvidia. Amazon and Microsoft supported a bill that would strengthen export restrictions on Nvidia. On these and other topics - in our review of key events by the morning of November 14.

The main things for the morning: SoftBank collapse, Microsoft and Amazon against Nvidia, bitcoin below $97k.

Several analysts after a meeting with the management of Advanced Micro Devices (AMD) updated their targets on the company's shares and confirmed their recommendations to buy them. Wells Fargo <a href="https://www.marketscreener.com/news/wells-fargo-adjusts-pt-on-advanced-micro-devices-to-345-from-300-maintains-overweight-rating-ce7d5fdfd989f12c">raised its</a> target price from $300 to $345, implying a potential upside of more than 45%. Evercore ISI <a href="https://www.marketscreener.com/news/evercore-isi-adjusts-pt-on-advanced-micro-devices-to-283-from-270-maintains-outperform-rating-ce7d5fdfd989f424">raised its</a> target price on AMD stock from $270 to $283. Its target implies a 19% upside for the stock. Mizuho <a href="https://www.marketscreener.com/news/wells-fargo-adjusts-pt-on-advanced-micro-devices-to-345-from-300-maintains-overweight-rating-ce7d5fdfd989f12c">raised its</a> target from $275 to $285, seeing AMD stock price upside potential of almost 20%.

Several analysts have raised their target prices on AMD. Why are they expecting up to 45% growth?

Wingtech Technology Co.,Ltd

The U.S. Senate has approved the first phase of a deal to end the shutdown. Shares of Wingtech Technology - Nexperia's parent company - jumped after China and the Netherlands agreed to talks to lift restrictions on supplying chips to automakers. On these and other topics - in our review of key events for the morning of November 10.

Marvell Technology, Inc.

This could be the largest deal in the history of the semiconductor industry

Chips