CoreWeave, Inc.

Nebius Group N.V.

NVIDIA Corporation

Investor Jim Chanos, who predicted the collapse of Enron, one of the largest US companies, during the dot-com bubble, has warned of the warning signs he sees in the artificial intelligence market. He worries that cloud services that rent out servers to power AI are racking up loans secured by Nvidia chips, with most lacking a sustainable business model and a clear trajectory to profitability. This makes debt repayment problematic.

Investor who predicted Enron's collapse warned of cloud services default risks

IREN Limited

Shopify Inc.

Fears of an AI bubble are exaggerated, Wedbush analysts say 2026 will be a "strong year" for the technology, according to them

Wedbush has reconstructed the AI Revolutionaries Index: who will be the market favorite in 2026

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

Cathie Wood's investment firm Ark Invest bought more than 400,000 shares of Nvidia's cloud partner, AI cloud computing provider CoreWeave, through two exchange-traded funds ETFs on Nov. 24. By this point, they had fallen 45% over the past month. In trading on Nov. 25, CoreWeave shares fell another 4.1% to $70.6 amid a 7% <a href="https://oninvest.com/article/akcii-nvidia-upali-na-7-posle-novostej-o-planah-meta-zakupat-cipy-u-google">drop</a> in Nvidia shares and a broader decline in technology stocks.

Cathie Wood bought CoreWeave stock after a 45% drop. Should we follow her example? 

The analyst expects the IT giant's share price to rise 70% from current levels

Mizuho: Oracle to beat expectations in December report. The past one lifted the stock 36%

The Dow Jones blue chip index set a new record at the close of trading on Tuesday, November 11, while the Nasdaq Composite remained under pressure. Investors were shifting capital from the technology sector to cheaper segments of the market in hopes that the government pause would end soon, CNBC explained. Pressure on the Nasdaq also intensified after the publication of the ADP report, indicating further weakening of the labor market.

The Dow hit a record high on hopes of an end to the shutdown, but the Nasdaq fell. What's the matter?

Chime Financial, Inc.

Gemini Space Station, Inc.

Global capital markets are showing a marked recovery in IPO activity after a three-year slump, Nasdaq Vice Chairman Robert McCue told Freedom Broker. He said that after a record-breaking 2020-2021, when there were about 1,100 IPOs on Nasdaq alone, there was a lull period in 2022-2024. However, the current year has seen a renewed interest in public offerings, and this growth is global in nature, according to the Nasdaq deputy chairman.

Nasdaq Deputy Chairman - Freedom: global IPO market recovery will continue through 2026

Growth in the U.S. stock market paused after the opening of trading on November 11. Shares of large companies related to artificial intelligence declined amid concerns over inflated valuations, while traders analyzed new data indicating further weakening of the labor market, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-11/us-stocks-slide-amid-concerns-on-tech-valuations-labor-market">writes</a>.

US indices fall due to sell-off in AI stocks and signs of a weakening labor market

The company worsened its full-year sales forecast

CoreWeave's quarterly revenue surged 134%. Why did Nvidia's protégé stock plummet?

The Walt Disney Company

Barrick Mining Corporation

After last week's busy week full of news and corporate reporting, the next five trading days promise to be quieter, Yahoo Finance <a href="https://finance.yahoo.com/news/valuation-worries-record-long-government-shutdown-hang-over-markets-what-to-watch-this-week-123041065.html?guccounter=1&amp;guce_referrer=aHR0cHM6Ly9maW5hbmNlLnlhaG9vLmNvbS9hdXRob3IvamFrZS1jb25sZXkv&amp;guce_referrer_sig=AQAAAMvjAdcHnnpAJgCLCXHdG8_ISO3PN7SbZIXqEgZTeXYrUMb5ICHq1oP7Hssb6X5ePUCyisxooi8fHOUtqavmd6CDujbkVGMqg3zck_rgACdQsgbozaCVWOlYNPwsGkxhSEyY8Ut5m3IlKzgfbgH9eaO1VIrCr6NmJZKO2ts31PBK">predicts</a>.

Walt Disney and Coreweave earnings: what investors need to know this week

The company's new earnings forecasts are based on Oracle's order book, which is now over half a trillion dollars in size

Oracle allayed market fears about low AI profits. Will the rally continue?

Vertiv Holdings Co

The bank conceded that even its most optimistic outlook may not be bullish enough