NVIDIA Corporation

Advanced Micro Devices, Inc.

Bitcoin fell below $100,000 for the first time in four months. SoftBank lost $32 billion of capitalization due to the fall of Arm and other chip partners. About these and other topics - in our review of key events by the morning of November 5.

Highlights for the morning: bitcoin below $100,000, SoftBank's $32 billion collapse and the chip market downturn

Palantir Technologies Inc.

Oracle Corporation

Pressure on the market was exerted, among other things, by the words of Goldman Sachs and Morgan Stanley executives that investors should prepare for a correction

Worst day in three weeks: investors crashed the tech stock index by 2%

Palantir CEO and founder Alex Karp had harsh words for shortsellers, particularly Michael Burry, after the famed investor from the movie "The Down Game" bet against Palantir and Nvidia stock in the latest quarter results.

'Just crazy': Palantir chief responds to investor shorting from 'downgrade game' 

lululemon athletica inc.

Michael Burry purchased options that would make him a profit if the stock of these companies fell

Investor Michael Burry of "The Downgrade Game" bet against Nvidia and Palantir

SK hynix Inc.

The South Korean stock exchange issued a warning "on caution when investing" in the shares of SK Hynix, which supplies high-speed memory (HBM) including for Nvidia, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-04/sk-hynix-s-240-rally-prompts-korea-exchange-to-warn-investors?embedded-checkout=true">writes</a>. The platform felt that these securities might be overheated, the agency explains. On Monday, November 3, the value of SK Hynix increased by almost 11%, and since the beginning of the year - by 240% amid a global rally in stocks related to artificial intelligence.

Investors in supplier Nvidia get a signal from the stock exchange - after shares surge 240%

Investors' expectations of artificial intelligence are at such a high level that the entire economy could suffer if they are disappointed, Charles Schwab Chief Investment Strategist Liz Ann Saunders <a href="https://www.businessinsider.com/liz-ann-sonders-schwab-ai-boom-dot-com-bubble-economy-2025-11">warned</a> in an interview with Business Insider. Nevertheless, she said, the AI frenzy is not in danger of becoming a second dot-com bubble - the current boom is radically different from the situation in the early 2000s.

"Expectations are too high": strategist Charles Schwab named the main risk of the AI boom

Microsoft Corporation

Boosting shipments of powerful processors will drive Nvidia shares up nearly 75%, says Loop Capital

Nvidia shares surge: the U.S. has granted a license to export its AI chips to the UAE

According to the US president, the entire volume will be reserved for US customers

Trump says Nvidia won't ship top AI chips to other countries

Apple Inc.

Meta Platforms, Inc.

Alphabet Inc.

Nvidia temporarily surpassed its $5 trillion capitalization for the first time in history and announced partnerships with Uber, Nokia and the U.S. government. Apple's market value rose above the $4 trillion mark for the first time, while Amazon announced it was laying off 14,000 employees and realigning its business around artificial intelligence. Donald Trump and Xi Jingping agreed to a one-year truce in the trade war. About the main events from October 27 to 31 - in our review.

Highlights of the week: Big Tech reporting, US and China agree on a deal, OpenAI thinking about an IPO

Nokia Oyj

The legendary cell phone brand could turn into one of Europe's top AI bets, says Bloomberg

Nokia has its best month since 2013. Nvidia's investment could be a chance for revival

This is a continuation of the company's series of large-scale deals in the sovereign AI space

Nvidia to deploy 260,000 AI chips in South Korea, quintupling capacity

Absci Corporation

Applied Digital Corporation

Innodata Inc.

Relay Therapeutics, Inc.

For small-cap stocks, late summer was a turning point. At Jackson Hole, Fed Chair Jerome Powell signaled that the tight monetary policy was nearing an end. For small caps, whose profitability is especially sensitive to borrowing costs, that implied a reset in expectations. Tech added fuel: a pickup in new contracts to build AI data centers and strong demand for products from leaders such as Nvidia, Oracle, and TSMC reinforced the idea that even smaller tech names can ride the ongoing AI boom.