Microsoft Corporation

Salesforce, Inc.

KeyBanc analysts surveyed the heads of IT departments of companies and found that one of the main beneficiaries of the increase in corporate spending on artificial intelligence next year is likely to be Microsoft: it is its products that IT departments spend the most on. While for Salesforce, judging by the survey results, the situation does not look as rosy, Barron's <a href="https://www.barrons.com/articles/microsoft-stock-price-salesforce-ai-2d240b9a?mod=RTA">notes</a>.

Microsoft stands to benefit from rising business spending on AI. Why is Salesforce under pressure?

Oracle Corporation

GameStop Corp.

JPMorgan Chase & Co.

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: investors expect restrained steps from the Fed

Amazon.com, Inc.

Microsoft announced a record investment of $17.5 billion in India's cloud and AI infrastructure, and Amazon announced investments of over $35 billion in digitalization, exports and job creation in the country. These and other topics are covered in our review of key events for the morning of December 10.

Top story by morning: India has raised billions, US-Indonesia deal in jeopardy

Broadcom Inc.

Marvell Technology, Inc.

Broadcom's market value has jumped more than 70% this year, and analysts still see little upside potential

Broadcom stock has a record - its customer could be Microsoft. What about its competitor's stock

The company denies the data on unachieved targets

Microsoft shares sagged on reports of weak sales forecasts for AI products

NVIDIA Corporation

U.S. stocks are growing for the fourth day in a row. At the end of trading on November 26, the broad market index S&amp;P 500 and the index of "blue chips" Dow Jones Industrial Average added 0.7%. The index of the technology sector Nasdaq Composite rose by 0.8%.

Stocks are up for the fourth day in a row. This could be the best Thanksgiving in 13 years

Tesla, Inc.

As the end of the year approaches, Wedbush's head of global technology research Dan Ives has picked ten stocks that will remain key for investors looking to capitalize on the artificial intelligence revolution, CNBC <a href="https://www.cnbc.com/2025/11/25/dan-ives-top-tech-picks-into-year-end.html">writes.</a>

Wedbush's Dan Ives doesn't believe in a market bubble. He named his 10 favorites in AI

Alphabet Inc.

Apple Inc.

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

Meta Platforms, Inc.

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

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>.

Alphabet has surpassed Microsoft in terms of capitalization and entered the top three most expensive companies

The company and Michael Burry argued in absentia about whether investments in its AI processors could pay off