NVIDIA Corporation

Oracle Corporation

Microsoft Corporation

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

Nvidia responds to investor criticism from 'Downgrade Game' investor

Cloudflare, Inc.

The bank considers such failures inevitable given the over-centralization of the modern Internet

BofA kept a bet on Cloudflare shares despite global disruption

Amazon.com, Inc.

The market is highly likely to see a correction in AI stocks, JPMorgan Chase says

The S&amp;P 500 ended the fourth trading day in a row with a fall. This has not happened since August

An AI startup has created a chatbot called Claude, one of ChatGPT's main competitors

Anthropic will buy $30 billion worth of Microsoft's facilities and get investments from it and Nvidia

The analyst of Rothschild &amp; Co Redburn went against the opinion of the majority of colleagues, advising to buy securities of these two companies

Redburn downgraded Microsoft and Amazon for the first time since 2022. What's his concern?

Tesla, Inc.

Apple Inc.

Thiel is considered one of the most influential investors in the technology sector

PayPal and Palantir co-founder Peter Thiel dumped Nvidia stock at the peak of the AI boom

Palantir Technologies Inc.

The biggest <a href="https://oninvest.com/article/glavnye-indeksy-ssa-pokazali-hudsee-padenie-za-mesac-investorov-volnuet-stavka-frs">sell-off</a> in U.S. stocks in a month gives investors a good buying opportunity ahead of the "Santa Claus rally," according to Wedbush analysts led by Dan Ives.

Wedbush advises buying stocks during a "mini panic" in the market. Why is he waiting for a rally?

Robinhood Markets, Inc.

Applied Materials, Inc.

Bridgewater's largest hedge fund also sharply increased its biggest bet - on the U.S. stock market

Social networks, fintech and chips: what the fund Dalio founded has added to its portfolio 

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.

Meta Platforms, Inc.

Apple's capex for the current fiscal year will be around $14 billion, while Microsoft's will be over $94 billion and Meta's will be over $70 billion.

Apple has been scolded for lagging behind in the AI race. Why has it now become an advantage?

Alphabet Inc.

Famous investor Michael Burry, the prototypical hero of the book and movie "The Downgrade Game," suspected hyperscalers, including Meta and Oracle, of artificially inflating profits by "leveraging" their assets.

'Downgrade Game' investor accused Big Tech of artificially inflating profits

U.S. stocks rose in the first hour of trading in New York. Investors' appetite for risk was brought back by the news that congressmen are one step closer to a potential agreement that would end the longest federal government shutdown in history (the so-called shutdown), CNBC <a href="https://www.cnbc.com/2025/11/09/stock-market-today-live-updates.html">writes</a>.