NVIDIA Corporation

Synopsys, Inc.

Nvidia has <a href="https://nvidianews.nvidia.com/news/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design#:~:text=To%20further%20adoption%20of%20GPU,billion%20in%20Synopsys%20common%20stock.">announced</a> that it has bought $2 billion worth of common stock in electronics design company Synopsys, as part of a strategic partnership "to accelerate computing and artificial intelligence solutions." It will enable "the design and modeling of intelligent products with greater accuracy, faster and at lower cost," the chipmaker said in a release.

Nvidia to buy stake in major electronics designer for $2 billion

CrowdStrike Holdings, Inc.

Salesforce, 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

Morgan Stanley

The Goldman Sachs Group, Inc.

Bank of America Corporation

<i>Updated: added information about CME's announcement that operations on all of its markets have been resumed.</i>

"It's like flying in the dark": a glitch at the CME disrupted trading in currencies, treasuries and futures

White Mountains Insurance Group, Ltd.

On October 31, 2025, for the first time in two and a half years, Michael Burry unexpectedly returned to X and published a single <a href="https://x.com/michaeljburry/status/1984067754270319052?s=20">post</a>, "Sometimes we see 'bubbles'. Sometimes we do something about it. Sometimes the only winning strategy is not to engage." The post was the preface to a series of moves that Burry used over two weeks to effectively declare a new down play - this time against the AI boom. Burry's insight is legendary - is he right now?

Downgrade Game 2: Michael Burry vs. Artificial Intelligence

On Holding AG

NIKE, Inc.

lululemon athletica inc.

The shares of On Holding, a Swiss manufacturer of premium sports shoes, jumped by almost 19% on November 12, after the publication of its quarterly report, and have more than doubled over the past three years. The company will not <a href="https://www.cnbc.com/2025/11/12/on-onon-earnings-q3-2025.html">offer</a> discounts on Mark's merchandise during the holiday season, and its management raised its revenue growth forecast for the next three years. At the same time, Nike - one of On's competitors - is going through some tough times. But what if their competition is not a sprint but a marathon? Independent analyst Mikhail Zavaraev discusses the long-term prospects of the two companies.

The battle of Nike vs On Holding: who has a better chance of "winning the marathon"

secunet Security Networks Aktiengesellschaft

Mobilicom Limited

Allot Ltd.

In 2025, cybersecurity remains one of the most dynamic areas of high tech. Insight Partners <a href="https://www.theinsightpartners.com/reports/cyber-security-market#:~:text=The%2520Cybersecurity%2520Market%2520size%2520is%2520projected%2520to%2520reach%2520US%2524%2520228.33%2520billion%2520in%25202024%2520and%2520is%2520projected%2520to%2520reach%2520US%2524%2520552.35%2520billion%2520by%25202031%253B%2520it%2520is%2520expected%2520to%2520register%2520a%2520CAGR%2520of%252013.8%2525%2520during%25202025%25E2%2580%25932031.">estimates</a>&nbsp;that the market for data and network security solutions will almost double between 2024 and 2031 to reach $552.4 billion. Growth in the sector is being driven by increasing cyberattacks, more stringent data-processing requirements, the shift to cloud services, and the rapid adoption of AI.

With cyberattacks and AI crime on the rise, these small caps are poised to benefit

PTC Therapeutics, Inc.

Strategy Inc

Sandisk Corporation

Quotes of chipmaker SanDisk <a href="https://finance.yahoo.com/quote/SNDK/">jumped</a>&nbsp;in extended trading yesterday, November 24, and early today, November 25. The rally followed <a href="https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20251124-1480959/1480959_ipg-pinc-hbi-56.pdf">news</a>&nbsp;that the company will leave the S&amp;P SmallCap 600 index on Friday, November 28, to join the S&amp;P 500. SanDisk received an independent listing only in February. Since then, its shares have risen more than 500%, with its market capitalization approaching $33.3 billion. This is why investment bank Stephens <a href="https://www.marketwatch.com/story/the-s-p-500s-next-addition-could-be-this-red-hot-tech-stock-e8374457?mod=home_lead">calls</a>&nbsp;it an “elephant” in the small-cap index.

Small cap 'elephant' SanDisk moved to S&P 500; shares rally

Apple Inc.

Amazon.com, Inc.

The Coca-Cola Company

The Walt Disney Company

The investor who predicted the 2008 mortgage crisis tells in a new blog how he combined his first steps in investing with a job at a hospital

'Going back to the old': what did Michael Burry learn from Buffett and how did he trade in '99?

Alphabet Inc.

Improved profitability and the launch of Gemini 3 boost analysts' confidence

Alphabet is the best performing Mag7 stock in 2025. Its rally is not over, Barron's believes

Oracle Corporation

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 

Alibaba Group Holding Limited

Best Buy Co., Inc.

Li Auto Inc.

Dell Technologies Inc.

The last trading week of November in the US will be shortened due to Thanksgiving and Black Friday. Wall Street will focus on September wholesale price data and retail sales statistics for the same month.

Alibaba, retailers and the UK budget: what investors need to know this week

October is traditionally a good month for cryptocurrencies, it even has a nickname - <a href="https://www.webopedia.com/crypto/learn/what-is-uptober/">Uptober</a>. But in 2025, it has turned into one of the worst months for cryptocurrencies in the last decade. Rustam Botashev, Partner and Investment Director of Blockreign Fund, wrote in his column for Oninvest how to understand what will happen to the cryptocurrency market next.

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