Bombardier Inc.

Ilon Musk's xAI has completed raising $5 billion in debt financing and received an additional $5 billion in strategic equity investments - the money will be used to develop its AI infrastructure and Grok platform. Gold rose for the second day in a row, trading around $3310 an ounce, amid expectations of a Fed rate cut and a falling dollar. At the same time, Bombardier announced a $1.7 billion order for its Challenger and Global business jets with the possibility of increasing the deal to $4 billion. These and other topics are covered in our review of key events for the morning of July 1.

Highlights for the morning: xAI raises $10 bln, EU close to US deal, gold on the rise


Meta Platforms, Inc.

NVIDIA Corporation

The global race for dominance in the field of artificial intelligence is intensifying: China's Baidu has decided to open the source code of its Ernie language model, challenging such market leaders as OpenAI and Anthropic. OpenAI executives are trying to keep employees from moving to Meta. Congress is approaching the deadline to pass Donald Trump's $4.5 trillion tax-budget bill. These and other topics are in our review of key events by the morning of June 30.

Highlights for this morning: insiders sell Nvidia, OpenAI meets Meta and a deadline for the Senate

Tesla, Inc.

BP p.l.c.

Shell plc

British energy company Shell, according to media reports, has begun preliminary discussions about a possible purchase of its rival BP. Tesla shares posted their highest intraday gain in two months after the launch of the first robot cabs in Texas. NATO countries agreed to increase defense spending to 5% of GDP by 2035. US President Donald Trump is fast-tracking his search for a successor to Fed chief Jerome Powell. About the main events from June 23 to June 27 - in our review;

Highlights of the week: truce in the Middle East, Tesla robotaxi, NATO spending

NIKE, Inc.

SoftBank CEO Masayoshi Son said he intends to make the company the leading platform for "artificial superintelligence". The U.S. and China signed a trade agreement that includes supplies of rare earth metals. The US Treasury Department also scrapped the "retaliatory tax" (Section 899 of Donald Trump's budget bill), which excludes US companies from international digital taxes in exchange for concessions from G7 countries. On these and other topics - in our review of key events for the morning of June 27.

Highlights for the morning: US-China trade deal, SoftBank bets on superintelligence


Coinbase Global, Inc.

President Donald Trump is seeking a nominee to head the Federal Reserve, increasing pressure on Jerome Powell. Shares of chipmakers in Japan, South Korea and Taiwan rose sharply following Nvidia's new all-time high and growing optimism around AI despite U.S. trade restrictions. Coinbase shares jumped to a one-year high after Bernstein analysts dubbed it the "Amazon of crypto services." And U.S. authorities are discussing with stock exchanges a possible easing of regulatory requirements for public companies, which could open the way for new IPOs. About these and other topics - in our review of key events for the morning of June 26.

Paramount Global

Against the backdrop of ongoing tensions around the truce between Israel and Iran, the cost of oil rose by more than 1%, but remains near its lows for several weeks - investors do not expect supply disruptions. At the same time, optimism is growing in the stock market: the S&amp;P 500 index is close to an all-time high, and a BMO strategist has improved his outlook for U.S. stocks this year. At the same time, bond market veteran Bill Gross warns that yields on 10-year Treasuries are unlikely to fall below 4.25%, while predicting a "small bull market" for stocks amid the AI boom. On these and other topics, see our roundup of key events for the morning of June 25.

Highlights for the morning: Wall Street is expected to rally, oil is rising, South Park vs. Skydance

Super Micro Computer, Inc.

Donald Trump announced a ceasefire between Israel and Iran. JPMorgan estimates that Asian tech stocks, especially in the semiconductor sector, could rise another 15-20% in 2025. Meta was interested in buying another AI startup before the Scale AI deal. Supermicro shares fell by 10% on the news about the placement of convertible bonds for $2 bln. These and other topics are covered in our review of key events by the morning of June 24.

Highlights for the morning: pause in Iran-Israel war, JPMorgan bets on AI stocks in Asia


The escalation of the conflict in the Middle East, caused by US and Israeli strikes on Iran's nuclear facilities, provoked an increase in geopolitical tensions and movement in global markets. The cost of Brent at one point exceeded $81, and Goldman Sachs warned that in the case of blocking the Strait of Hormuz, the price of a barrel could temporarily reach $110. Bitcoin, in turn, fell below $99,000, and gold, traditionally considered a "safe haven," initially rose in price but then retreated slightly as investors questioned the likelihood of further escalation. These and other topics are in our review of key events for the morning of June 23.

Top story for the morning: Goldman predicts oil at $110, bitcoin and gold prices fall


Microsoft Corporation

This week, it was reported that Microsoft is considering ending talks with OpenAI over their strategic partnership. The U.S. Senate approved a bill on stablecoins despite controversy surrounding U.S. President Donald Trump's cryptocurrency projects. The Federal Reserve kept the rate despite pressure from Trump.&nbsp;About the main events from June 16 to June 20 - in our review.&nbsp;

Angelina Kleimenova

Writes about:

Tesla, Inc.

Apple Inc.