ASM International NV

Intel Corporation

Samsung Electronics Co., Ltd.

The company's shares were down 6.4 percent at one point, the biggest intraday decline since July

ASM lowered its sales forecast. Why do analysts expect the stock to rise?

SK hynix Inc.

LG Electronics Inc.

Among the leaders in the global AI race, the United States and China are most often named. American language models - ChatGPT, Grok, Claude - are recognized as the best (according to <a href="https://crfm.stanford.edu/helm/capabilities/latest/">Stanford</a>, for example, and <a href="https://lmarena.ai/leaderboard">LMArena</a>), the key AI chip supplier, Nvidia, also comes from the United States. The most famous projects from China are DeepSeek and Alibaba's Qwen model; in France, Mistral; in the Middle East, government investments have allowed the launch of their own models - <a href="https://www.capacitymedia.com/article/2ednrsm6eglrmfzs429ds/long-reads/article-inside-falcon-the-uaes-open-source-model-challenging-ai-giants?utm_source=chatgpt.com">Falcon LLM</a> in the UAE and <a href="https://www.g42.ai/resources/news/meet-jais-worlds-most-advanced-arabic-llm-open-sourced-g42s-inception?utm_source=chatgpt.com">Jais</a> in Saudi Arabia.

South Korea is staging its own AI revolution: which companies are on board

Micron Technology, Inc.

Taiwan Semiconductor Manufacturing Company Limited

The U.S. Commerce Department is pushing the idea of giving government subsidies to chipmakers in exchange for their stock, and Trump likes the idea, sources tell Reuters

Trump follows Intel stock by targeting stakes in Micron, TSMC and Samsung - Reuters

Tesla, Inc.

Advanced Micro Devices, Inc.

NVIDIA Corporation

It is unwise for a company to spend resources on two different AI chips at the same time, its CEO Ilon Musk has said

Wells Fargo names two beneficiaries of Tesla's refusal to develop its own AI chips

Tesla quotes in OTC trading went down after two days of growth

Tesla has shut down the Dojo supercomputer project. Who benefits from it?

Tokyo Electron Limited

At this stage, large chip manufacturers with plants in the US are winning, but they cannot do without Japanese equipment

Trump's plans to impose 100% chip duties hit Japanese giants, TSMC on the plus side

After weeks of uncertainty, the U.S. and the European Union reached a sweeping tariff agreement, removing the threat of an escalating trade war. Against this backdrop, futures on European indices, including the Euro Stoxx 50 and DAX, went up, and the euro strengthened. The oil market shows contradictory dynamics: despite the current deficit and stable prices around $70 per barrel, analysts warn of an impending oversupply in 2025-2026 due to production growth both within OPEC+ and outside the cartel. On these and other topics - in our review of key events for the morning of July 28.

Top story for the morning: the US has a trade deal with the EU, European futures are rising


Apple Inc.

Garmin Ltd.

Christian Dior SE

Population aging, which the WHO has repeatedly warned about, <a href="https://reports.weforum.org/docs/WEF_Future_Proofing_the_Longevity_Economy_2025.pdf">does</a> not only lead</a> to problems for public pension systems and <a href="https://oninvest.com/article/sidelka-i-medsestra-kak-ii-i-roboty-pomogaut-razresit-krizis-zaboty-o-pozilyh?ysclid=mbt7xrbc9n566151935">a care crisis</a>. There is money to be made from it.&nbsp;

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