Taiwan Semiconductor Manufacturing Company Limited

The Boeing Company

Sable Offshore Corp.

Tesla, Inc.

Axsome Therapeutics, Inc.

Ondas Inc.

Corcept Therapeutics Incorporated

Hyatt Hotels Corporation

Daily review and forecast of events on the US stock market by Mikhail Denislavov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Stock market players capitalize on post-holiday momentum

Oracle Corporation

CoreWeave, Inc.

Bank analysts have named bets that they believe will help generate profits early next year

AI, copper, finance: Citi suggested assets to invest before the holidays

Robert McCooey, vice chairman of the Nasdaq exchange, believes novice investors should look to the Nasdaq-100 index as a more balanced alternative to buying individual securities.

"Investing is not trading for 5 minutes": what does the Nasdaq deputy chairman advise newbies?

NVIDIA Corporation

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

Absci Corporation

Applied Digital Corporation

Innodata Inc.

Relay Therapeutics, Inc.

For small-cap stocks, late summer was a turning point. At Jackson Hole, Fed Chair Jerome Powell signaled that the tight monetary policy was nearing an end. For small caps, whose profitability is especially sensitive to borrowing costs, that implied a reset in expectations. Tech added fuel: a pickup in new contracts to build AI data centers and strong demand for products from leaders such as Nvidia, Oracle, and TSMC reinforced the idea that even smaller tech names can ride the ongoing AI boom.

A rising tide lifts all boats: How tech small caps gained from the AI boom in 3Q25

On October 1, as of 00:00 hours Eastern North American Time, government agencies in the United States, with the exception of "vital" agencies, suspended operations as the upper house of the U.S. Congress rejected a bill to extend funding for their operations.

U.S. government shutdown due to lack of funding

Aeva Technologies, Inc.

Pagaya Technologies Ltd.

The excitement around artificial intelligence is heating up not only the securities of technology giants. Against the background of record quarterly reports of Big Tech and growing optimism of Wall Street, investors are finding undervalued ideas in the small capitalization segment. The biggest gainers are companies creating infrastructure for AI development - from building data centers to supplying specialized equipment and solutions.

Not just Big Tech: Which small-cap companies are benefiting from the development of AI

Intel Corporation

"Technology" index Nasdaq Composite was down 1.8% after the opening of major U.S. trading, while the broad market index S&amp;P 500 was losing about 0.9%. The VIX index, known as the "Wall Street Fear Index," rose more than 7%. Investors sold off technology stocks for the second day in a row in anticipation of the minutes of the Fed's July meeting and because of general concern about the hype surrounding artificial intelligence.

Nasdaq down 1.8%, "fear index" rises: traders sell IT stocks for the second day

The bank did not rule out revising its outlook after the second-quarter corporate reporting season

Goldman Sachs raised its outlook for the S&P 500. What is encouraging the optimism?

Alphabet Inc.

US stocks ended trading on June 27 at a record high, with the S&amp;P 500 and Nasdaq Composite indices hitting new highs for the first time since February. The former rose to an all-time record during trading&nbsp;Friday and was on its way to closing, until it received a blow from Donald Trump: he suddenly announced the immediate termination of trade negotiations with Canada. After that, U.S. stocks lost all their gains and briefly went into negative territory, but quickly returned to growth.

Stocks hit a record for the first time since February. A new twist in the trade war didn't hurt

Rheinmetall AG

The S&P 500 is hovering near an all-time high, while the Nasdaq 100 hit an all-time high on June 24

'Buy America': hedge funds have started to return to US stocks after rally in Europe

Delta Air Lines, Inc.

Nvidia stock gains pull tech indexes higher