NVIDIA Corporation

Cisco Systems, Inc.

A famous investor is convinced that Nvidia is similar to Cisco, whose stock plummeted nearly 80% after the dot-com bubble collapsed

'It's not that different': why is Michael Burry comparing the bubble in AI to the dotcoms?

Meta Platforms, Inc.

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

US President Donald Trump's team has held preliminary discussions in recent days about possible shipments of Nvidia's advanced H200 chips to China, <a href="https://www.bloomberg.com/news/articles/2025-11-21/trump-team-internally-floats-idea-of-selling-nvidia-h200-chips-to-china">according to</a> Bloomberg's interlocutors. Returning to the fast-growing market of the world's second economy could be a major victory for the company, the agency believes.

U.S. explores supplying advanced Nvidia chips to China - Bloomberg

The S&amp;P 500 rose almost 1% in trading on November 21

Citi has exited a long position in the S&amp;P 500. Should we follow suit?

The chipmaker's shares sagged after the report, though demand for the company's AI systems continues to accelerate

Cathie Wood bought Nvidia shares for the first time since August. Why might they return to growth?

Siemens Energy AG

Schneider Electric S.E.

Markets are headed for their worst weekly performance since April

European and Asian stocks fall amid returning fears of an AI bubble

Veeva Systems Inc.

Elastic N.V.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

A morning in New York: waiting for the moment of truth

Oracle 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

All three key U.S. stock indexes showed the strongest reversal in a single trading session since April 8, CNBC <a href="https://www.cnbc.com/2025/11/19/stock-market-today-live-updates.html">notes</a>. At the height of the morning rally on November 20, they added more than 1.5%, but closed in a significant downside. Nvidia's strong quarterly report, which supported markets early in the session, wasn't enough to keep the momentum going as investors still fear the AI sector's overvalued stocks. And employment statistics published on Thursday dampened hopes that the U.S. Federal Reserve will cut rates again in December.

Strongest reversal since April: stock indices collapsed after morning rally

Nvidia's report and positive jobs statistics were not enough for the market

The rally was short-lived: US indices lost their gains and sharply went into negative territory

Broadcom Inc.

Marvell Technology, Inc.

Nvidia's strong third-quarter results have temporarily calmed investors worried about the shakiness of the artificial intelligence boom. Analysts were generally positive about the report of the world's most expensive company, noting the acceleration of revenue growth and improved profitability. However, experts warn that concerns about the AI bubble have not gone away - they have simply receded into the background.

'Necessary respite': Nvidia quells fears of AI bubble before the end of 2025

Palo Alto Networks, Inc.

Adobe Inc.

Semrush Holdings, Inc.

Target Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research