Oracle Corporation

The company is ramping up its debt load to deploy AI power for OpenAI, but it's worrying investors 

Oracle bondholders sue the company over the securities' depreciation

Meta Platforms, Inc.

NVIDIA Corporation

Alphabet Inc.

Microsoft Corporation

The iconic shortstop explained why he's betting against Nvidia but not shorting Meta and Alphabet, and also named his new target 

'I can't short OpenAI': Burry reveals bet against another AI company 

Broadcom Inc.

Global stock markets, which have reached record highs amid the hype surrounding artificial intelligence, could face a reversal in 2026 due to accelerating inflation, Reuters <a href="https://www.reuters.com/world/asia-pacific/ai-driven-inflation-is-2026s-most-overlooked-risk-investors-say-2026-01-05/">reports</a>, citing market participants surveyed. Investors warn that the AI boom and large-scale government support measures could increase price pressure and change the conditions for further market growth.

"The pin that will burst the bubble": investors name the underestimated risk in 2026

The vast majority of Wall Street analysts still recommend buying these securities, but are lowering their target prices.

Oracle shares are on track for their worst quarter in nearly 25 years. What is worrying investors?

Circle Internet Group

Barron's has named ten stocks that look overvalued in terms of price-to-earnings (P/E) ratio ahead of 2026. The publication used a list compiled by Trivariate Research analysts: they selected all companies whose P/E in 2025 exceeded 40 for the first time in recent memory. There were 22 such companies.

Barron's has highlighted 10 stocks that look overvalued in 2026

Salesforce, Inc.

Intuit Inc.

Palo Alto Networks, Inc.

Snowflake Inc.

Samsara Inc.

Windows operating system developer and Azure cloud service owner Microsoft, agent AI developer Salesforce, and Oracle, which specializes in serving hyperscalers, were among the favorites for 2026 among stocks of enterprise software creators according to investment firm Evercore, Seeking Alpha<a href="https://seekingalpha.com/news/4534032-microsoft-salesforce-among-evercores-top-software-stocks-for-2026"> reports</a>. In addition, Intuit, which makes financial software for small businesses, as well as cloud processing and storage platform Snowflake and Samsara, which offers software for the Internet of Things, made the list.

"Party in the Software Marketplace": Evercore named seven favorites among software developers

Constellation Energy Corporation

Three years have passed since OpenAI introduced the ChatGPT chatbot based on generative AI technology. It has generated euphoria, predictions of radical changes in the economy and daily life, an explosion of capital investment, a stock market boom, and, more recently, talk of a bubble. While money is still pouring into the AI field<b> </b>, some investors have begun to hedge against the AI bubble.

Is it possible to capitalize on a bubble in AI? The market has already found a way

BlackBerry Limited

NIKE, Inc.

KB Home

FedEx Corporation

Apple Inc.

Accenture plc

lululemon athletica inc.

Woodside Energy Group Ltd

Cintas Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

New York morning: 'witching days' provoke turbulence

The market reacted positively to the end of the Chinese social network's years-long standoff with US authorities

TikTok has agreed to sell assets in the US to US investors. Who benefits from this?

The Nasdaq Composite Technology Index plunged nearly 2% on December 17 as Oracle's stock plunged, pulling other AI-related securities with it. The FT reported that Oracle lost an investor in one of its data center projects: this triggered a new wave of fears on Wall Street about the AI bubble. Investors decided to bet on more reliable "value stocks" and take a more defensive stance at the end of the year, analysts said.

Nasdaq collapses 1.8%: Oracle has forced tech sector investors to seek protection

The company denies any problems and says negotiations for construction of the massive project in Michigan are on schedule

Oracle shares fall on reports of a threat to derail a $10 billion data center project

The Walt Disney Company

Coca-Cola Consolidated, Inc.

SpaceX is preparing a record IPO and plans to raise more than $30 billion. Disney will invest $1 billion in OpenAI, becoming the largest media partner of the AI developer. Oracle shares collapsed after the quarterly report - due to weak revenue and growing debt load. Meanwhile, the U.S. Federal Reserve reduced the rate for the third time in a row. The main events of December 8-12 are in our review.