NVIDIA Corporation

Advanced Micro Devices, Inc.

Broadcom Inc.

Quotes for chipmaker Nvidia jumped nearly 8% on Friday, February 6. That's the strongest increase in nine months, according to Dow Jones Market Data <a href="https://www.marketwatch.com/story/nvidias-stock-shoots-toward-best-day-since-april-as-tech-sector-rebounds-7211f5bd">cited</a> by MarketWatch. Investors have started actively buying up securities of companies that could benefit from the colossal spending that tech giants have promised to devote this year to infrastructure for artificial intelligence. Friday's rally ended Nvidia's longest losing streak since Sept. 3, when the stock fell in price for five consecutive trading sessions due to a general market sell-off.

Nvidia has its best growth since April. It could be the beneficiary of Big Tech's giant spending spree

Super Micro Computer, Inc.

The AI server maker's margins fell below its own forecasts

Supermicro raised its sales forecast, and the stock soared. But there's reason to worry

Taiwan Semiconductor Manufacturing Company Limited

Even a strong quarterly report from Nvidia won't guarantee a rise in shares of the main symbol of the AI boom, Bloomberg warns

Market awaits Nvidia report: which stocks could rise or fall the most? 

McDonald's Corporation

Novo Nordisk A/S

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

A morning in New York: awaiting the Supreme Court's decision

Supermicro justified lower revenue and earnings expectations by delaying contracts carried over to the current period

AI server builder Supermicro failed to please investors with its report. Shares fell

Palantir Technologies 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

Adobe Inc.

Microsoft Corporation

Delta Air Lines, Inc.

The Boeing Company

Morning in New York: investors wait for signals from consumers

Most Wall Street analysts have been cautious about investing in Supermicro in recent months

Supermicro has abandoned an ambitious goal. The company's stock plummeted

OpenAI is negotiating a stock sale that could raise the company's valuation to $500 billion. Server maker Super Micro Computer reported lower profits and gave a weak outlook, attributing the results in part to Donald Trump's trade restrictions. The US President, meanwhile, is set to announce new duties on semiconductors and pharmaceuticals. About these and other topics - in our review of key events for the morning of August 6.

Tesla, Inc.

Pfizer Inc.

Morning in New York: chances for continued growth persist


In July, investor attention shifted away from tech giants and AI toward small-cap stocks that had long lingered in the shadow of Big Tech. Since the start of July, the Russell 2000 index has climbed 3.8%. By comparison, the S&amp;P 500 has gained 3.0%, the Nasdaq Composite 4.0%, and the Dow Jones Industrial Average 1.7%, according to FactSet data. The outperformance suggests a broader market rotation is underway: from high-valuation tech names to more economically sensitive sectors.

Small caps outpacing the S&P 500 in July: What's driving the rally and will it last?

The list includes companies from sectors ranging from tech giant Nvidia to cruise operator Carnival