NVIDIA Corporation

Broadcom Inc.

KLA Corporation

Among the top three stocks, according to the investment bank, are not only the market leaders, but also a lesser-known player

Jefferies named three investment ideas for 2026 in the semiconductor sector. Who is the favorite?

Palantir Technologies Inc.

Cisco Systems, Inc.

Legendary investor Michael Burry, who predicted the 2008 mortgage crisis and was the hero of the book and movie "The Downgrade," <a href="https://oninvest.com/article/rynok-zdet-neskol-ko-trudnyh-let-glavnoe-iz-interv-u-b-urri-avtoru-the-big-short">says</a> there is a bubble in the market that is "eerily" reminiscent of the dot-com bubble. In his recent posts on social networks X and SubStack, he predicts that the current leaders of the AI race will repeat the fate of the investor favorites of the 1990s, whose fame faded after the collapse of the bubble. Oninvest looked at three of his key analogies to see what lessons Burry believes history has in store for today's investors.

Lessons from history: will Nvidia, Palantir and OpenAI repeat the fate of the stars of the dot-com bubble?

Tesla, Inc.

ServiceNow, Inc.

iRobot Corporation

The Coca-Cola Company

Warner Bros. Discovery, 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: investors weigh risks in the AI sector

Oracle Corporation

U.S. stocks fell sharply on Friday, December 12, amid the ongoing sell-off of securities related to artificial intelligence. The main catalysts of the sector's decline were Oracle, which became a kind of indicator of the boom in the AI-industry, and rival Nvidia chipmaker Broadcom, whose order volume turned out to be worse than some investors expected. Doubts about the prospects of the two companies have brought concerns about the valuation of the tech giants back to the market.

"The AI bubble is deflating but not bursting": major US indices collapsed on Friday

The H200 is the second most powerful chip in the Nvidia lineup available to customers

Nvidia may increase production of H200 AI chips amid strong demand in China - Reuters

Rivian Automotive, Inc.

Taiwan Semiconductor Manufacturing Company Limited

Rivian has ordered chips from Nvidia for 50,000 electric vehicles in 2025

Rivian has developed its own AI chip for robotaxis. What does this mean for Nvidia?

SK hynix Inc.

To cool speculative frenzy, the exchange banned trading in SK Hynix - Nvidia's supplier - securities in debt

Nvidia supplier falls after Korea's stock exchange triggers 'investment alert' mode

Microsoft Corporation

Investors will have to accept a difficult dilemma: there is no safe way to capitalize on the revolution. There is no way to predict the moment of collapse, and many will lose money, warns investment guru Howard Marks  

The Optimism Trap: Howard Marks on where the market is misguided about the bubble

Carvana Co.

Netflix, Inc.

Paramount Skydance Corporation

CoreWeave, Inc.

The Gap, Inc.

Morning in New York: employment statistics will set the vector for trades

Alphabet Inc.

Meta Platforms, Inc.

CRH plc

Comfort Systems USA, Inc.

The Middle East, in Ray Dalio's estimation, is turning into a "Silicon Valley of capital", attracting talent and billions of investments in AI infrastructure. Google has announced the launch of its first AI glasses in 2026, competing with Meta in the AI-wearables segment. About these and other topics - in our review of key events by the morning of December 9.

Highlights for this morning: Middle East rushes into AI, Google creates glasses, Nvidia goes to China

The US will allow tech giant Nvidia to export H200 AI chips to China and other countries, US President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/115686072737425841">wrote </a>on his Truth Social media page. Nvidia shares jumped more than 2% in the post-market following the publication.

Trump said Nvidia will be able to supply chips to China "under certain conditions"

The US Department of Commerce will soon authorize the export of Nvidia's H200 AI chips to China, industry publication Semafor reported, citing a source. The chipmaker's shares jumped after the publication.