SoftBank Corp.

SoftBank sold off its stakes in Nvidia and T-Mobile for the sake of it, Reuters has found out

All for AI: SoftBank rushes to close $22.5 billion deal with OpenAI

lululemon athletica inc.

Tesla, Inc.

In Europe, the ECB paused rate cuts, signaling confidence in the economy's resilience. The IPO market comes alive with the strong debut of medtech company Medline. New investor OpenAI could value it at $830 billion - more expensive than Elon Musk's SpaceX. The U.S. is increasing pressure on the commodities sector, forcing Lukoil to sell off foreign assets or accept external management amid sanctions. The main events from December 15 to 19 are in our review.

Highlights of the week: OpenAI's $830 billion valuation, ECB pause and Tesla records

ChatGPT developer OpenAI plans to raise as much as $100 billion in a new investment round, which could give the company a valuation of up to $830 billion, The Wall Street Journal <a href="https://www.wsj.com/tech/ai/openais-new-fundraising-round-could-value-startup-at-as-much-as-830-billion-93de9f7c">reported,</a> citing sources. If it manages to get the full target amount, that would make it the most expensive startup, allowing it to overtake Elon Musk's SpaceX again, which <a href="https://oninvest.com/article/spacex-podorozala-ilon-mask-stal-pervym-celovekom-v-mire-s-sostoaniem-vyse-600-mlrd">started a </a>new round of equity sales at a valuation of $800 billion.

New investor OpenAI could value it at $830 billion - WSJ. That's more expensive than SpaceX

Microsoft Corporation

Broadcom Inc.

CoreWeave, Inc.

A rise in the valuation of developer ChatGPT could push up quotes for a number of tech stocks

OpenAI is preparing to raise investment with a $750 billion valuation. Who will benefit?

Amazon.com, Inc.

Worthington Enterprises, Inc.

Lennar Corporation

PayPal Holdings, Inc.

RadNet, Inc.

Pfizer 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: foreign policy news is the market's focus

If negotiations are successful, OpenAI's valuation could exceed $500 billion

Amazon is in talks for a multi-billion dollar investment in OpenAI and AI chip shipments

Netflix, Inc.

Warner Bros. Discovery, Inc.

OpenAI is discussing raising more than $10 billion from Amazon and a possible move to Trainium chips, which means less dependence on Microsoft. Alphabet-owned startup Waymo is negotiating a $15 billion round, which would give it a valuation of $110 billion. These and other topics are covered in our review of key events for the morning of December 17.

Highlights for this morning: OpenAI mega-round, $15 billion for Waymo, Warner Bros. prefers Netflix

NVIDIA Corporation

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?

Oracle Corporation

Cloud services provider Oracle denied a <a href="https://oninvest.com/article/oracle-otlozila-sdacu-casti-data-centrov-dla-openai-na-2028-god-akcii-upali-na-6">report </a>that it will complete data centers for OpenAI - one of its key customers - in 2028, rather than 2027 as previously planned.

Oracle denied the report about the disruption of the commissioning of OpenAI data centers

Cloud capacity provider and software developer Oracle has pushed back the completion date for part of the data centers it is building for OpenAI (creator of ChatGPT) from 2027 to 2028, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-12/some-oracle-data-centers-for-openai-delayed-to-2028-from-2027?srnd=homepage-europe">reported</a>, citing sources.

Oracle has postponed delivery of a portion of its data centers for OpenAI until 2028. Shares fell 6%

Oracle shares have fallen by almost 40% since September, and the company's capitalization has shrunk by more than $360 billion: the market still lacks confidence in the sustainability of the business against the backdrop of dependence on OpenAI. The fall accelerated after the report for the second quarter of the fiscal year, which did not dispel investors' concerns and only caused a new wave of revisions of forecasts by Wall Street analysts.

Oracle shares are down 40% after a September rally. What does Wall Street advise doing?

Alphabet Inc.

OpenAI <a href="https://openai.com/index/gpt-5-2-for-science-and-math/">has unveiled </a>its most advanced artificial intelligence model, GPT-5.2, and it outperforms its predecessors in creating spreadsheets, preparing presentations, analyzing images, writing code and understanding long context, the company said. GPT-5.2 is available starting Dec. 11 for paid users of the ChatGPT chatbot and through a programmatic interface (API). With it, OpenAI hopes to attract more enterprise customers and increase revenue, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-11/openai-unveils-more-advanced-model-as-race-with-google-heats-up?srnd=homepage-europe&amp;sref=Y0jVLcFo">reports </a>.

Open AI