NVIDIA Corporation

Alphabet Inc.

Carvana Co.

Meta Platforms, Inc.

CRH plc

Comfort Systems USA, Inc.

The Middle East, in Ray Dalio's estimation, is turning into a "Silicon Valley of capital", attracting talent and billions of investments in AI infrastructure. Google has announced the launch of its first AI glasses in 2026, competing with Meta in the AI-wearables segment. About these and other topics - in our review of key events by the morning of December 9.

Highlights for this morning: Middle East rushes into AI, Google creates glasses, Nvidia goes to China

Broadcom Inc.

According to DA Davidson, the company could take up to 20% of the AI chip market in a matter of years

Google's AI chips could be its $900 billion 'secret ingredient' - Bloomberg

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

Apple Inc.

Novo Nordisk A/S

Meta discusses a multi-billion dollar deal to buy Google processors, which increases competition for Nvidia and provokes volatility in its shares. Apple, on the back of a strong iPhone 17 launch and a new round of upgrades, could overtake Samsung to become the global smartphone market leader for the first time in 14 years. Fintech giant Revolut cemented its status as Europe's most expensive startup. The main events of November 24-28 are in our review<b>. </b>

Highlights of the week: Apple rushes to the top, Google, Meta and Burry challenge Nvidia

Broadcom, a contract manufacturer of custom chips for Google's AI servers, has become one of the main beneficiaries of the growth of Alphabet shares, which hit an all-time high on November 25, Investopedia writes. Broadcom shares are up 12% over the past five trading sessions. Most analysts hold a buy recommendation on them, despite the fact that the price is already close to fair.

Broadcom has been the main beneficiary of Alphabet's rally. Is it not too late to buy the stock?

AI race is "a marathon in which the leader will change many times, says Mizuho analyst 

Nvidia responded to the threat from Google that collapsed the stock. Should investors be afraid?

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

International Business Machines Corporation

Shares of Apple, IBM and Cisco Systems will help protect against volatility, says Ben Reitzes

Melius cited "the only reason for investor concern." It's the rise of Google

MediaTek Inc.

Shares of Google and its Asian suppliers jumped in trading

The media has learned about Meta's intention to buy AI chips from Google. Does this threaten Nvidia?

Improved profitability and the launch of Gemini 3 boost analysts' confidence

Alphabet is the best performing Mag7 stock in 2025. Its rally is not over, Barron's believes

Microsoft Corporation

U.S. stock markets ended a chaotic week with stocks reversing upward after a sell-off in the AI sector on Thursday. About 450 securities from the S&amp;P 500 index rose on Friday, supported by strengthened hopes that the U.S. Federal Reserve may still lower its key rate in December. At the same time, all three indices remained in the negative at the end of the week, and bitcoin reached its lowest value since April.

Wall Street believed in Fed rate cut: stocks ended a dramatic week with gains

Alphabet, which owns Google, on Friday surpassed Microsoft in capitalization and entered the top 3 most expensive companies in the world after Nvidia and Apple. Alphabet shares rose 3.8% in trading on Nov. 21, bringing its market value to $3.6 trillion, CNBC <a href="https://www.cnbc.com/quotes/GOOGL">shows </a>. Microsoft shares, meanwhile, fell 1.1%, with its <a href="https://www.cnbc.com/quotes/MSFT">capitalization </a>just above $3.5 trillion. If this dynamic continues, the Nov. 21 session will be the first time since Aug. 30, 2018, that Alphabet ends trading with a capitalization higher than Microsoft's, according to Dow Jones Market Data, Barron's <a href="https://www.barrons.com/articles/google-stock-price-market-cap-value-microsoft-alphabet-624b6fe5">notes</a>.