NVIDIA Corporation

Oracle Corporation

Microsoft Corporation

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

All three major U.S. stock indices rose sharply in early trading on Nov. 20 after a successful report from global AI market leader Nvidia and unexpectedly better-than-expected U.S. jobs data for September.

Nasdaq up more than 2%: Nvidia and labor market stats set off rally

Broadcom Inc.

Marvell Technology, Inc.

Nvidia's strong third-quarter results have temporarily calmed investors worried about the shakiness of the artificial intelligence boom. Analysts were generally positive about the report of the world's most expensive company, noting the acceleration of revenue growth and improved profitability. However, experts warn that concerns about the AI bubble have not gone away - they have simply receded into the background.

'Necessary respite': Nvidia quells fears of AI bubble before the end of 2025

HSBC Holdings plc

ASML Holding N.V.

AstraZeneca PLC

Vonovia SE

Societe Generale Societe anonyme

UniCredit S.p.A.

Veolia Environnement SA

BASF SE

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

After the fall rally, the U.S. has all but exhausted its undervaluation, while Europe has not. According to Morningstar, European companies are <a href="https://global.morningstar.com/en-nd/markets/is-now-good-time-buy-european-stocks">trading</a> at 0.96 price/fair value - nearly 4% below fair valuation. The U.S., on the other hand, has moved closer to full value. Oninvest columnist Yedige Kasymzhan compared the valuations of major investment banks and found ten ideas for investment in Europe

Where to invest in Europe: 10 stocks that investment banks are betting on

Taiwan Semiconductor Manufacturing Company Limited

Advantest Corporation

TSMC, Samsung and Advantest are among the growth leaders

Asia tech stocks soar on strong Nvidia report

Alphabet Inc.

U.S. stocks rose in early trading after four days of selling. Ahead of the Nvidia report

A breakthrough quarter, getting a third of all cloud providers' investments in AI, record revenue growth, and future growth drivers - what analysts are writing ahead of Nvidia's third-quarter reporting.

A divided market and bank optimism: Wall Street prepares for Nvidia report 

Ralph Lauren Corporation

Salvatore Ferragamo S.p.A.

Compagnie Financiere Richemont SA

The list did not include Prada or Hermes, which have been ramping up sales even during the market downturn

Luxury is on the rise: analysts advised on four promising stocks in the sector

Tesla, Inc.

Apple Inc.

Thiel is considered one of the most influential investors in the technology sector

PayPal and Palantir co-founder Peter Thiel dumped Nvidia stock at the peak of the AI boom

Zillow Group, Inc.

Synopsys, Inc.

In the third quarter, AKR Invest stepped up its bets on bioinnovation, cryptoinfrastructure and artificial intelligence

Alphabet, Robinhood and Baidu: how Cathie Wood's portfolio changed in the third quarter

Walmart Inc.

Klarna Group plc

Now that the longest U.S. government shutdown in history is over, the big question is what the cost of this downtime is, <a href="https://finance.yahoo.com/news/nvidia-walmart-earnings-and-the-return-of-jobs-numbers-what-to-watch-this-week-124502640.html#:~:text=With%20the%20longest%20US%20government%20shutdown%20on%20record%20finally%20ending%20late%20Wednesday%2C%20the%20question%20now%20becomes%20what%20the%20economic%20cost%20will%20be%20when%20investors%20%E2%80%94%20and%20Federal%20Reserve%20officials%20%E2%80%94%20get%20the%20long%2Ddelayed%20updates%20on%20the%20US%20economy.">writes</a> Yahoo Finance. Therefore, investors on Wall Street will be waiting for announcements on what macro statistics will be released and in what time frame.

Nvidia earnings and Fed minutes: what investors need to know this week

Robinhood Markets, Inc.

Applied Materials, Inc.

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

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