Meta Platforms, Inc.

Apple Inc.

Salesforce, Inc.

Meta has poached Apple's chief interface designer Alan Dye. Brevo has become the new unicorn in Europe, securing €500 million in funding to challenge Salesforce and HubSpot. These and other topics are in our review of key events for the morning of December 3.

Highlights for this morning: new unicorn, OpenAI deal, Salesforce beats forecasts

Two days ago, Apple announced the resignation of the head of development of its proprietary artificial intelligence

"Seismic shift": Apple's chief interface designer will leave for Meta. What it means

NVIDIA Corporation

Alphabet 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 Inc.

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?

All three major U.S. market indices rose for the third day in a row as investors increasingly expect the Fed to cut rates in December. Market sentiment was also influenced by the news that Kevin Hassett, a supporter of low rates, became the favorite in the race to replace Jerome Powell as head of the Fed. Traders now estimate the probability of a 25 basis point rate cut at 85%.

U.S. stocks rise for a third day amid hopes of a Fed rate cut. Santa's rally to be?

US Senators Josh Hawley and Richard Blumenthal have asked the US Federal Trade Commission (FTC) and the Securities and Exchange Commission (SEC) to investigate Meta Platforms following reports that the company may have received up to 10% of its revenue from fraudulent advertising, Reuters <a href="https://www.reuters.com/legal/litigation/us-senators-call-probe-scam-ads-facebook-instagram-2025-11-24/">writes</a>.

Senators demanded an audit of Meta because of possible proceeds from fraudulent advertising

Snap Inc.

Eli Lilly and Company

Tesla, Inc.

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: Fed on the side of the bulls

Meta has come under pressure over allegations of hiding an internal study showing a drop in anxiety in users who abandoned Facebook and Instagram. South Korea said it was ready to coordinate with Taiwan in negotiations on U.S. duties on chips in a bid to get the most favorable terms possible amid a possible delay in the introduction of import restrictions by the Donald Trump administration. About these and other topics - in a review of key events for the morning of November 24.

Main by morning: Meta under fire from lawsuits, Seoul and Taiwan getting closer over Trump's duties

Microsoft Corporation

Nvidia's report this week lowered anxiety around a possible AI bubble by 24 hours. Alphabet shares hit a record high thanks to its powerful AI model Gemini 3. Tech giants Microsoft and Nvidia, as well as Claude's chatbot developer Anthropic, announced strategic partnerships, strengthening their position in the AI race. A court in the US dismissed a major antitrust lawsuit for the first time, finding Meta's acquisitions of Instagram and WhatsApp legal. The main events from November 17 to 21 - in our review.

Highlights of the week: Nvidia report, Alphabet's record, crypto's fall

A U.S. court has ruled that Meta did not violate antitrust laws by buying Instagram and WhatsApp, Reuters<a href="https://www.reuters.com/sustainability/boards-policy-regulation/meta-defeats-us-antitrust-case-over-instagram-whatsapp-2025-11-18/"> reports</a>. The Federal Trade Commission had sought to have the company required to sell or split up these services, believing it would have brought competition back to the social media market. Meta insisted that buying stronger and more innovative players is a normal business practice to develop new features faster. The company also pointed out that the regulator was ignoring real competition from TikTok, YouTube and Apple's services, which were putting serious pressure on the market.

Meta wins major antitrust case to buy Instagram and WhatsApp

SoftBank Corp.

Nebius Group N.V.

This week saw the end of the longest government shutdown in US history. Investment gurus sounded the alarm: Michael Burry accused Big Tech of artificially inflating profits, and Mark Mobius warned of an impending correction in the AI sector. The announcement of the stake sale to Nvidia caused SoftBank's stock price to decline, reflecting market doubts about the return on large-scale AI investments. At the same time, Arkady Volozh's Nebius signed a $3 billion contract with Meta, following an agreement with Microsoft. You can read about the main events from November 10 to 14 in our review.