NVIDIA Corporation

Marvell Technology, Inc.

CrowdStrike Holdings, Inc.

Alphabet Inc.

The Boeing Company

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: PMI statistics will determine the activity of "bulls"

The listing of OpenAI's main competitor in the enterprise segment could take place in 2026

Chatbot developer Claude Anthropic has hired lawyers to prepare for IPO - FT

The head of developer ChatGPT announced an emergency mode of work in the company to improve the chatbot

OpenAI has declared a "code red". Google threatens to take away its leadership in the AI race

Microsoft Corporation

SoftBank Corp.

The deal will "accelerate the adoption of artificial intelligence in enterprise environments," OpenAI expects

ChatGPT developer acquires stake in Trump relative's fund

Oracle Corporation

CoreWeave, Inc.

There is virtually no debt on OpenAI's own balance sheet

OpenAI partners have racked up $100bn of debt to fund the startup's ambitions - FT

Taiwan Semiconductor Manufacturing Company Limited

Intel Corporation

Banks are discussing a new loan for the construction of data centers for ChatGPT developer, SEC has started an audit of Jefferies bank due to probable insufficient risk disclosure, and TSMC has sued a former top manager, accusing him of probable transfer of Intel secrets. These and other topics are covered in our review of key events by the morning of November 28.

Highlights for the morning: SEC investigations against Jefferies, TSMC lawsuit and Big Tech debt

Advanced Micro Devices, Inc.

Despite a failed November, no analysts on Wall Street are advising selling AMD stock

Shares of chief rival Nvidia are having their worst month in three years. What's an investor to do?

Amazon.com, Inc.

Binance is facing a massive new lawsuit in the US in which the company is accused of helping to fund Hamas: adding to the pressure on the crypto industry. Amazon announced investments of up to $50 billion in data centers for the US government, reflecting a surge in demand for government AI capacity. On these and other topics - in our review of key events for the morning of November 25.

Highlights for the morning: Binance under attack, OpenAI prepares a device, Asia changes focus

Alibaba Group Holding Limited

Qwen chatbot is Alibaba's first attempt at large-scale expansion in the consumer AI segment

Alibaba's "ChatGPT killer" has been downloaded 10 million times in its first week. How is the market reacting?

Oracle, one of the largest U.S. software makers and server hardware vendors, is actively engaged in the artificial intelligence race, and this is already worrying investors. The company has a growing debt load and risks concentrating large customers. Its case mirrors the story of the development of AI itself: investors first skyrocketed the quotations of companies related to it, and then began to wonder whether a giant bubble had burst in this sector.

$300 billion in debt and collapsing stock prices: what Oracle's bet on AI is costing it 

Tuesday, November 18 saw <a href="https://blog.google/products/gemini/gemini-3/">the</a> long-awaited launch of Gemini 3, Google's new version of AI, which has generated quite a bit of hype and rumors over the past month. Apparently, the rollout is going well and user feedback is mostly positive. That gave a boost to shares of parent company Alphabet, which were already up when it was revealed that they were <a href="https://www.cnbc.com/2025/11/14/warren-buffetts-berkshire-hathaway-reveals-new-position-in-alphabet.html">bought by</a> legendary investor Warren Buffett's Berkshire Hathaway fund in the third quarter. There is an interesting twist in the frenzied AI race: Gemini is clearly challenging the previously undisputed leader ChatGPT from OpenAI.

Okay, boomer: why Google is back in vogue

Walmart Inc.

The Japanese government approved the largest stimulus package since the pandemic at 21.3 trillion yen (about $135 billion), aimed at fighting inflation, supporting households and building defense capabilities. In the U.S., on the other hand, there is growing concern about rising inequality, with Walmart reporting a decade-long record gap between low- and high-income shoppers. These and other topics are in our review of key events for the morning of November 21.

Open AI