Meta Platforms, Inc.

Apple Inc.

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

Microsoft Corporation

The number of paid contracts to use the company's AI agent more than doubled quarter-on-quarter

"Powerful future revenue stream": Salesforce gave strong outlook thanks to AI agents

The main intrigue is whether the company can withstand the pressure from AI competitors

Salesforce stock is down nearly 30% YTD. Why do analysts believe in a reversal?

CrowdStrike Holdings, Inc.

Dollar Tree Inc. R

Wall Street begins the last month of the year with a <a href="https://www.barrons.com/articles/salesforce-marvell-technology-dollar-general-ulta-beauty-and-more-stocks-to-watch-this-week-c660c7b4?mod=RTA#:~:text=a%20packed%20slate%20of%20earnings%20and%20economic%20data">busy</a> schedule of macroeconomic data releases and corporate reporting. Since any signs of weakness in the labor market or economic activity will increase the likelihood of a Fed interest rate cut, the market may react to the results of the November surveys on industrial and service sector sentiment, as well as employment data to be released in the U.S. this week, The Wall Street Journal <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-adp-data-in-focus-as-fed-rate-cut-looks-likely-d98de199?mod=economy_feat3_central-banking_pos2#:~:text=ISM%20surveys%20for%20November%20for%20manufacturing%20on%20Monday%20and%20services%20on%20Wednesday%2C%20as%20well%20as%20the%20ADP%20private%20payrolls%20figures%20for%20November%20on%20Monday%2C%20will%20be%20closely%20watched.%20Any%20signs%20of%20weakness%20in%20the%20job%20market%20or%20in%20economic%20activity%20would%20add%20to%20prospects%20of%20a%20rate%20cut.">writes.</a> Traders now estimate the probability of a rate cut at the December meeting of the central bank at about 80% - indicating that the market does not yet consider the issue fully resolved, WSJ <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-adp-data-in-focus-as-fed-rate-cut-looks-likely-d98de199?mod=economy_feat3_central-banking_pos2#:~:text=Most%20market%20commentators%20expect%20a%20rate%20cut%2C%20but%20it%20isn%E2%80%99t%20yet%20considered%20a%20done%20deal.%20U.S.%20money%20markets%20currently%20price%20around%20an%2080%25%20chance%20of%20a%20rate%20reduction.">notes</a>. The Fed itself late last week <a href="https://finance.yahoo.com/news/stocks-drift-back-towards-record-highs-as-the-final-month-of-2025-gets-underway-what-to-watch-this-week-122743129.html?guccounter=1&amp;guce_referrer=aHR0cHM6Ly9maW5hbmNlLnlhaG9vLmNvbS9uZXdzLw&amp;guce_referrer_sig=AQAAAGMfpdQ197q3j2A6VuOXkEy6Amd2MpudikCdhDVbwuIlfJy8aYipfZICQVWSAmxKR7eHxtVSoa4gk1CGiuNp8BiRWy1vd3d_sCAZJ0SECg5h89NpNHHgohfVRjNcP58ZU3eFBMOZK2iOn55agc3A8nq-1EcQSN2R1yP3zYard4yU#:~:text=The%20Fed%20entered%20its%20mandatory%20blackout%20period%20on%20Saturday%2C%20marking%20the%20start%20of%20a%20quiet%20week%20and%20a%20half%20before%20the%20Federal%20Open%20Market%20Committee%20meets%20on%20Dec.%209%2D10.">entered a</a> period of silence before the December meeting.

Salesforce and discounters report: what investors need to know this week

NVIDIA Corporation

Alphabet Inc.

UBS expects the S&amp;P 500 to rise another 5% by the end of the year and urges using pullbacks as a buying opportunity

U.S. indices went negative, pressured by a selloff in Nvidia and other tech giants

Robinhood Markets, Inc.

Applied Materials, Inc.

Bridgewater's largest hedge fund also sharply increased its biggest bet - on the U.S. stock market

Social networks, fintech and chips: what the fund Dalio founded has added to its portfolio 

The company is betting on automation and new AI features, but analysts are still dubious about its prospects

Salesforce improved its revenue outlook. What's in store for its stock after a 25% drop?

Interactive Brokers Group, Inc.

Marsh & McLennan Companies, Inc.

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: geopolitics and corporate news shape market sentiment 

Samsung Electronics Co., Ltd.

Samsung shares reached an all-time high amid growing investor optimism about the semiconductor industry. Salesforce quotes rose after the publication of ambitious revenue targets of over $60 billion by 2030 and the announcement of new AI products. On these and other topics - in our review of key events for the morning of October 16.

Main by morning: Samsung breaks record, Trump softens geopolitics

Figma

Uber Technologies, Inc.

ChatGPT will integrate partner applications 

"We're at the bubble stage": Figma and other stocks jumped from mention at OpenAI forum

Palantir Technologies Inc.

Salesforce shares are down 28% YTD, but analysts see a chance for growth

 Salesforce is entering the homeland security market. Is that a threat to Palantir?

Intuit Inc.

Adobe Inc.

Investors should not be afraid of the decline in popularity of conventional programs due to the introduction of AI - neural networks will make software better, says an investment bank analyst