The Walt Disney Company

Disney shares were up nearly 2 percent after the open of trading

Disney will invest $1 billion in OpenAI and give the rights to characters for its AI service

NVIDIA Corporation

Microsoft Corporation

Cisco Systems, Inc.

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

Artificial intelligence is no longer a game for startups. In early December, it was <a href="https://www.ft.com/content/3254fa30-5bdb-4c30-8560-7cd7ebbefc5f">reported</a> that Anthropic, which created the Claude AI, had started preparing for an IPO. This is the third signal of this kind - in November, the leader of the AI race <a href="https://oninvest.com/article/prosto-normal-naa-kompania-na-1-trln-kak-openai-prokladyvaet-dorogu-na-birzu">OpenAI</a> and the startup <a href="https://oninvest.com/article/ne-na-blago-vsego-celovecestva-kakoj-ii-sozdaet-cohere-konkurent-openai">Cohere</a> indicated their intention to become public companies. It looks like the AI market is gradually maturing into a public offering, which will give retail investors a chance to directly participate in the AI boom, or bubble, which has been simmering for three years. To be prepared, let's take a closer look at Anthropic - this company is making much less media noise than OpenAI, but is steadily gaining momentum, remaining one of the favorites in the AI race.

Money loves silence: How Claude beat ChatGPT in the corporate segment

Meta Platforms, Inc.

Apple Inc.

Netflix, Inc.

Warner Bros. Discovery, Inc.

Michael Burry continues to criticize Big Tech, now for hidden costs and diluting shareholder capital. Samsung has shown technology leadership by releasing an experimental TriFold before the debut of the foldable iPhone, and OpenAI has introduced a "code red" mode to urgently improve ChatGPT. Meta, meanwhile, is preparing for major layoffs. The main events from December 1 to December 5 are in our review.

Highlights of the week: Burry vs. Big Tech, OpenAI improves ChatGPT, cuts at Meta

Tesla, Inc.

OpenAI CEO Sam Altman was considering an acquisition or partnership with rocket company Stoke Space to create a competitor to Elon Musk's SpaceX, the Wall Street Journal (WSJ) <a href="https://www.wsj.com/tech/ai/sam-altman-has-explored-deal-to-build-competitor-to-elon-musks-spacex-01574ff7?mod=hp_lead_pos9">reported</a>, citing sources close to OpenAI. In the renewed company, Altman, according to them, hoped to get a controlling stake through a multibillion-dollar equity investment.

WSJ: The head of OpenAI wanted to create a SpaceX competitor. Why did he refuse?

Salesforce, Inc.

Meta has poached Apple's chief interface designer Alan Dye. Brevo has become the new unicorn in Europe, securing €500 million in funding to challenge Salesforce and HubSpot. These and other topics are in our review of key events for the morning of December 3.

Highlights for this morning: new unicorn, OpenAI deal, Salesforce beats forecasts

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

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.

Open AI