Nebius Group N.V.

Microsoft Corporation

Arkady Volozh's Kazakh-born AI startup Nebius, co-founder of Yandex, signed a five-year, $19.4 billion contract with Microsoft. Japan's Nikkei 225 stock index hit a record after Prime Minister Shigeru Ishiba resigned on expectations of new stimulus. Another artificial intelligence startup Cognition raised $400 million at a $10.2 billion valuation after buying Windsurf. On these and other topics - in our review of key events for the morning of September 9.

Highlights for the morning: Nebius' big AI deal with Microsoft, the Nikkei record and gold rallies

Alibaba Group Holding Limited

The gold price is holding near historic highs amid weak US employment data and expectations of rate cuts by the Federal Reserve. Exports from China fell to a six-month low, reflecting the effect of reciprocal trade duties with the United States. In the crypto market, Hong Kong's HashKey Group is launching a $500 million Digital Asset Treasury fund to invest in projects related to cryptocurrency accumulation. About these and other topics - in our review of key events by the morning of September 8.

Highlights for the morning: gold at record highs, Alibaba invests in robots, exports from China

Tesla, Inc.

Apple Inc.

Alphabet Inc.

A U.S. federal court has stopped short of requiring Google to sell Chrome, but has banned exclusive pre-installation agreements for the services. Kraft Heinz will split the business into two separate divisions - North American Grocery and Global Taste Elevation - after years of weak sales. The world fashion industry was shaken by the news of the death of 91-year-old George Armani, the creator of the legendary Armani brand. The main events from September 1 to 5 are in our review.

Highlights of the week: Google decision, Kraft Heinz to split, George Armani dies

Broadcom Inc.

NVIDIA Corporation

Donald Trump signed an agreement with Japan, imposing duties of 15% on most imported goods and obliging Tokyo to invest $550 billion in US projects. The US president also threatened "substantial" semiconductor tariffs on companies that do not localize production in the US. OpenAI, together with Broadcom and TSMC, is preparing to release its own AI chip to reduce dependence on Nvidia. These and other topics - in our review of key events by the morning of September 5.

Highlights for this morning: US-Japan deal, Trump presses on duties, OpenAI prepares its chip

Figma

<br><br>Apple plans to launch its own AI search, which will be part of a major Siri update and could appear in Safari and Spotlight, intensifying competition with Google and OpenAI. Donald Trump has asked the U.S. Supreme Court to expedite an appeal in a case over duties that have been ruled illegal. Figma shares are down 14% after its first report since its IPO, despite revenue growth. On these and other topics - in our review of key events for the morning of September 4.

Highlights for this morning: Apple to launch AI search, Figma stock plummeted, Trump expects Musk's kaboom

A U.S. court stopped short of forcing Google to sell Chrome and Android, and allowed it to continue paying Apple for using its default search in its products. Gold hit a record high, rising above $3600 an ounce amid expectations of a Fed rate cut and active central bank buying. OpenAI continues its expansion: the company bought the startup Statsig for $1.1 billion. These and other topics - in our review of key events for the morning of September 3.

Highlights for this morning: Google keeps Chrome, Klarna goes IPO, $1 billion OpenAI deal

Robinhood Markets, Inc.

Gold hit an all-time high of $3570 an ounce and silver rose to a one-year peak amid pressure from Donald Trump. Brent crude oil prices rose to $69 per barrel in anticipation of the OPEC+ meeting, where production is expected to be maintained, and the US is increasing pressure on Russia and India over raw material supplies. On these and other topics - in our review of key events for the morning of September 2.

Morning highlights: gold hits record, oil rises, markets await Fed and OPEC+ decisions

Intel Corporation

Nvidia shares lost 3.5% after a weak report on key AI chips and uncertainty over exports to China. Intel warned that having a new shareholder - the US government - could complicate the company's overseas business. Figma's quotes collapsed after neutral Wall Street estimates, analysts consider the company's shares overvalued. Core inflation in the U.S. in July rose at the fastest pace in five months. About the main events from August 25 to 29 - in our review.

Highlights of the week: Nvidia and Figma disappointment, Intel risks, Apple expectations

Dell Technologies Inc.

Etsy Inc

eBay Inc.

Wall Street hit all-time highs amid upward revisions to US GDP and expectations of a Fed rate cut, but investors are cautiously awaiting key inflation data. Meanwhile, Dell shares fell more than 5% after a weak earnings forecast despite a rise in AI server sales. Intel said it received $5.7 billion from the U.S. government in a deal that is raising questions among investors. About these and other topics - in our review of key events by the morning of August 29.

Angelina Kleimenova

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