Palantir Technologies Inc.

ARK Invest experts are sure that the market is trying in vain to apply the logic of dotcoms to AI

Cathie Wood: talk of an AI bubble is misleading investors

NVIDIA Corporation

Investor Michael Burry, famous for betting against the mortgage market before the 2008 crisis, has sharply stepped up his criticism of Nvidia and revealed new details of his bets against AI companies. In a fresh letter on the chipmaker, he said he sees serious risks in the rapid obsolescence of hardware - while confirming that he holds put options on the downfall of not only Nvidia but also another Wall Street AI darling.

'Strawman scarecrow burned': Burry stepped up criticism of Nvidia. Who else is in his crosshairs?

Microsoft Corporation

Tesla, Inc.

As the end of the year approaches, Wedbush's head of global technology research Dan Ives has picked ten stocks that will remain key for investors looking to capitalize on the artificial intelligence revolution, CNBC <a href="https://www.cnbc.com/2025/11/25/dan-ives-top-tech-picks-into-year-end.html">writes.</a>

Wedbush's Dan Ives doesn't believe in a market bubble. He named his 10 favorites in AI

Alphabet Inc.

Micron Technology, Inc.

American shares started the shortened week with a sharp growth. The index of the technology sector Nasdaq Composite at the end of trading on November 24 soared by 2.7%. This is the sharpest growth of the index for one day since Ma, <a href="https://finance.yahoo.com/news/live/stock-market-today-nasdaq-sees-biggest-jump-since-may-sp-500-soars-as-alphabet-tesla-lead-tech-rally-210114487.html">notes</a> Yahoo Finance.

Nasdaq has best day since Ma: tech stocks soar 2.7%

Cult shortstop Michael Burry this week warned of some sort of "Nov. 25 or sooner" event related to the AI investment boom

Investor in the "Downgrade Game" said he did not leave the market after the fund deregistered

The biggest <a href="https://oninvest.com/article/glavnye-indeksy-ssa-pokazali-hudsee-padenie-za-mesac-investorov-volnuet-stavka-frs">sell-off</a> in U.S. stocks in a month gives investors a good buying opportunity ahead of the "Santa Claus rally," according to Wedbush analysts led by Dan Ives.

Wedbush advises buying stocks during a "mini panic" in the market. Why is he waiting for a rally?

Burry is no longer required to disclose his transactions 

'Things are much better ahead': has the investor in the 'Downgrade Game' closed his fund?

BigBear.ai Holdings, Inc.

The company also reported third-quarter results

'Mini-Palantir' BigBear.ai acquires generative AI platform for defense; stock soars

Oracle Corporation

CoreWeave, Inc.

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?

The IT sector is said to remain 'vulnerable to negative surprises'

Wells Fargo: Take profit in IT stocks, go to industrials, utilities, financials

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

Apple Inc.

Apple's lag in AI is now seen as an advantage