Meta, Google discuss TPU deal as Google targets Nvidia’s lead, Information says

Nvidia faces significant challenges in the Chinese market, which has been largely inaccessible due to U.S. regulations, resulting in billions in lost sales. President Trump's influence is seen as pivotal in determining Nvidia's future in China, as the company seeks to navigate these restrictions.

YouTube TV, a streaming service owned by Google, recently faced a two-week blackout of popular Disney channels, including ABC, ESPN, and the Disney Channel, due to a dispute with the Walt Disney Company. On November 14, both companies announced an agreement to restore access to these channels for millions of subscribers.

Nvidia reported a remarkable $57 billion in sales for its third quarter, marking the ninth consecutive quarter of exceeding expectations, with a gross margin of 73.6%. CEO Jensen Huang emphasized that the narrative is not solely about financial performance but also about the transformative impact of Generative AI on the company's future.

On November 24, 2025, Alphabet, the parent company of Google, saw its stock rise significantly, contributing to a 2.6% increase in the Nasdaq index. This surge is attributed to the company's advancements in artificial intelligence, which continue to drive investor interest and market performance.

Meta's new data center has raised concerns regarding aggressive accounting practices, particularly how favorable treatment off the balance sheet relies on certain assumptions. This scrutiny comes as the company continues to expand its AI capabilities amidst a competitive market.

The Nasdaq Composite surged by 2.7%, buoyed by strong performances from Google and chip stocks, contributing to a positive sentiment in the market. This rally follows a favorable phone conversation between former President Trump and Chinese President Xi Jinping, which has been interpreted as a sign of improving U.S.-China relations.

CBS News is experiencing significant changes with Bari Weiss' plans for the network, while Warner Bros. Discovery (WBD) is receiving takeover bids amid ongoing market dynamics. Additionally, Google is facing repercussions from its AI search developments, and journalist Olivia Nuzzi is making a return to the media landscape.

Cathie Wood's ARK Investment Management has made headlines by purchasing shares of CoreWeave, a cloud infrastructure company backed by Nvidia, amidst a significant downturn in its stock price following a revised sales outlook. This acquisition comes as CoreWeave faces challenges in the AI market, which has recently seen volatility due to investor concerns about an AI bubble.