Oracle Corporation

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

Oracle's debt risk index has risen to a three-year high - and Morgan Stanley estimates this is just the beginning. Against the background of growing borrowings to finance AI projects and large-scale construction of data centers, default protection is becoming more expensive, and the pressure on the securities is increasing. What do analysts see and what actions do they suggest investors take?

Morgan Stanley: Oracle debt risks are at a 3-year high. What does it advise?

Microsoft Corporation

NVIDIA Corporation

U.S. stocks are growing for the fourth day in a row. At the end of trading on November 26, the broad market index S&amp;P 500 and the index of "blue chips" Dow Jones Industrial Average added 0.7%. The index of the technology sector Nasdaq Composite rose by 0.8%.

Stocks are up for the fourth day in a row. This could be the best Thanksgiving in 13 years

Alphabet Inc.

Apple Inc.

International Business Machines Corporation

Shares of Apple, IBM and Cisco Systems will help protect against volatility, says Ben Reitzes

Melius cited "the only reason for investor concern." It's the rise of Google

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 

The company and Michael Burry argued in absentia about whether investments in its AI processors could pay off

Nvidia responds to investor criticism from 'Downgrade Game' investor

Meta Platforms, Inc.

Goldman Sachs calculates that IT giants' borrowing volume has reached $180 billion since the beginning of 2025

AI boom will lead to record bond offering in 2026 - JPMorgan

American Airlines Group Inc.

Advanced Micro Devices, Inc.

Truist Financial Corporation

The U.S. billionaire's investment company has strengthened its position in the consumer sector and sharply reduced its investments in health care

Whirlpool, American Airlines and Oracle: what stock trades did David Tepper make?

CoreWeave, Inc.

The analyst expects the IT giant's share price to rise 70% from current levels

Mizuho: Oracle to beat expectations in December report. The past one lifted the stock 36%

The Dow Jones blue chip index set a new record at the close of trading on Tuesday, November 11, while the Nasdaq Composite remained under pressure. Investors were shifting capital from the technology sector to cheaper segments of the market in hopes that the government pause would end soon, CNBC explained. Pressure on the Nasdaq also intensified after the publication of the ADP report, indicating further weakening of the labor market.

The Dow hit a record high on hopes of an end to the shutdown, but the Nasdaq fell. What's the matter?

Famous investor Michael Burry, the prototypical hero of the book and movie "The Downgrade Game," suspected hyperscalers, including Meta and Oracle, of artificially inflating profits by "leveraging" their assets.

'Downgrade Game' investor accused Big Tech of artificially inflating profits

The Nasdaq Composite index of technology stocks fell more than 3% at the end of the week. For him, this is the worst week since early April, when the index fell by 10% because of the threat of a trade war, <a href="https://www.ft.com/content/8c6e3c18-c5a0-4f60-bac4-fcdab6328bf8">notes the</a> Financial Times.