NVIDIA Corporation

Oracle Corporation

Palantir Technologies Inc.

The sell-off in U.S. stocks continued in trading on Friday, November 7. Major U.S. stock indices fell amid continued weakness in the technology sector, CNBC <a href="https://www.cnbc.com/2025/11/06/stock-market-today-live-updates.html">reports</a>. S&amp;P 500 lost 1%, Nasdaq Composite collapsed by 1.7%, Dow Jones Industrial Average fell by 0.7%. Nasdaq 100 index went into negative by 1.6% and is close to recording the largest weekly decline since early April.

US stock indexes fall, Nasdaq 100 on track for worst week since April

Pressure on the market was exerted, among other things, by the words of Goldman Sachs and Morgan Stanley executives that investors should prepare for a correction

Worst day in three weeks: investors crashed the tech stock index by 2%

Despite the recent decline, investment bank Guggenheim recommends holding Oracle stock in your portfolio for the long term. "We continue to believe that Oracle is the stock of the decade, driven by its tremendous (and profitable) potential in the learning and AI inference space," Guggenheim analyst John DiFucci wrote in a note to clients<a href="https://finance.yahoo.com/news/guggenheim-calls-oracle-a-decade-stock-despite-recent-tumble-164454635.html"> cited</a> by Yahoo Finance.

"Stock of the Decade": which company does Guggenheim advise long-term investors?

Amazon.com, Inc.

Tesla, Inc.

Meta Platforms, Inc.

Legendary investor Warren Buffett is now out of the top 10 as well

Billionaire Bezos is back in the top 3 richest businessmen in the world. Who has he displaced?

JPMorgan Chase & Co.

OpenAI leased $300 billion worth of computing power from Oracle in September

Banks will make the largest loan ever to build data centers. What does this have to do with Oracle?

Advanced Micro Devices, Inc.

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

BYD Company Limited

LVMH returned to growth, which was a sign of recovering demand for luxury goods. Gold once again became the main safe haven for investors, displacing bitcoin. Walmart agreed with OpenAI to integrate shopping into ChatGPT. Oracle and AMD announced an AI deal challenging Nvidia's leadership, and Microsoft, Nvidia and xAI are investing $40 billion in Aligned data centers. The main events of October 13-17 are in our review.

Highlights of the week: luxury rises, gold overtakes bitcoin, Walmart and OpenAI deal

CoreWeave, Inc.

The company's new earnings forecasts are based on Oracle's order book, which is now over half a trillion dollars in size

Oracle allayed market fears about low AI profits. Will the rally continue?

ASML Holding N.V.

Walmart Inc.

Bank of America Corporation

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: information vacuum, new reports and the Fed's Beige Book

Cloud giant Oracle <a href="https://www.prnewswire.com/news-releases/oracle-and-amd-expand-partnership-to-help-customers-achieve-next-generation-ai-scale-302582957.html">announced </a>on Tuesday, October 14, that it will deploy 50,000 graphics processing units from Advanced Micro Devices (AMD) in the second half of 2026. And the collaboration will expand further from 2027.

Oracle will deploy 50,000 of AMD's AI chips. Its processors are an alternative to Nvidia's

Ford Motor Company

Dell Technologies Inc.

Joby Aviation, Inc.

Penguin Solutions, Inc.

Esperion Therapeutics, Inc.

Morning in New York: Fed minutes at the center of the agenda

Tens of billions of dollars in infusions have become the norm for the AI industry

Nvidia to fund chips for Musk's xAI as part of $20 billion deal - Bloomberg

Gold surpassed $4000 per ounce for the first time in history, reflecting investors' flight to protective assets amid the US government shutdown, pressure on the Fed and global risks. Against this backdrop, Ray Dalio and Jeffrey Gundlach advise holding up to 15-25% of a portfolio in gold as a safe hedge asset. Tesla, on the other hand, introduced cheaper versions of Model Y and Model 3. About these and other topics - in our review of key events for the morning of October 8.