QUALCOMM Incorporated

Apple Inc.

Apple is gradually replacing Bluetooth and Wi-Fi controllers in its devices with proprietary modems

Mizuho no longer believes in Qualcomm because of declining orders from Apple. The stock is down

American Airlines Group Inc.

Advanced Micro Devices, Inc.

Truist Financial Corporation

The U.S. billionaire's investment company has strengthened its position in the consumer sector and sharply reduced its investments in health care

Whirlpool, American Airlines and Oracle: what stock trades did David Tepper make?

AstraZeneca PLC

Snap Inc.

AppLovin Corporation

Rivian Automotive, Inc.

Tesla, Inc.

DoorDash, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Fed rhetoric and corporate reporting in focus

Qualcomm, the largest maker of chips for mobile devices, <a href="https://s204.q4cdn.com/645488518/files/doc_financials/2025/q4/FY2025-4th-Quarter-Earnings-Release.pdf">reported</a> a loss in the past quarter due to a one-time tax write-off after the One Big Fine Law went into effect. Revenue and forecast exceeded analysts' expectations, but failed to impress investors: Qualcomm shares fell in extended trading in New York.

Qualcomm's tax bill is rising. Why does the company remain optimistic?

Palantir Technologies Inc.

Super Micro Computer, Inc.

The US government shutdown is now in its second month and is about to become the longest in history. However, Wall Street does not seem to care: all three major U.S. stock indices reached highs last week. Quotes were supported by the US Federal Reserve rate cut, the de-escalation of trade tensions after the meeting between President Donald Trump and his Chinese counterpart Xi Jinping, as well as the still high interest in stocks related to artificial intelligence, <a href="https://www.barrons.com/articles/palantir-amd-pfizer-robinhood-mcdonalds-stocks-dfd8631b?mod=RTA#:~:text=That%20is%20because,Jinping%20on%20Thursday.">writes</a> Barron's.

Palantir reports, AMD and rare employment data: what to expect for investors this week

NVIDIA Corporation

Chipmaker Qualcomm <a href="https://www.qualcomm.com/news/releases/2025/10/qualcomm-unveils-ai200-and-ai250-redefining-rack-scale-data-cent">has announced the</a> release of AI chips for data centers based on Hexagon neural processing units (NPUs). Previously, these processors were released by the manufacturer for smartphones. The company plans to launch the AI200 chip in 2026 and the AI250 in 2027. Qualcomm will offer off-the-shelf rack solutions with liquid cooling.

Qualcomm's AI chips will compete with Nvidia and AMD. What does this mean for the market?

The Boeing Company

Warner Bros. Discovery, Inc.

Morning in New York: focus on escalating trade standoff between the US and China

Beijing steps up pressure on key chip maker ahead of meeting between U.S. and Chinese presidents

Qualcomm has come under antitrust investigation in China. Shares fell

HSBC Holdings plc

HSBC buys out Hang Seng Bank for $37 billion, strengthening its position in Asia. AMD is surging after a deal with OpenAI, which could get up to 10% of the chipmaker's shares. Nvidia, for its part, has received US authorization to export chips to the UAE. About these and other topics - in our review of key events by the morning of October 9.

Highlights for this morning: HSBC buys out a bank, Nvidia enters UAE, Google defends itself in court

Citigroup Inc.

Meta Platforms, Inc.

Trump became the first president since the 1970s not to sell assets potentially threatening conflicts of interest

Trump has bought $104 million in bonds since returning to the White House, which companies did he choose

Arm Holdings plc

If Arm starts making its own AI chips, it will become a competitor to its own customers, Nvidia and Qualcomm

The analyst advised buying Arm shares. He saw a driver that is not embedded in the price

Caterpillar Inc.

Uber Technologies, Inc.

Unmanned vehicle market to grow to $1.2 trillion by 2040, Bank of America analysts forecast