Super Micro Computer, Inc.

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.

Advanced Micro Devices, 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.

Broadcom Inc.

The Boeing Company

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: 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?

NVIDIA Corporation

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

JPMorgan believes the market is overheated. He named 20 stocks that are best to avoid


American Airlines Group Inc.

The Hershey Company

Goldman Sachs analysts recommend investors to avoid shares of some companies before the reporting season. Most of the reports will be released next week, but already the bank is recommending selling securities that could disappoint investors. Its <a href="https://www.cnbc.com/2025/07/15/beware-owning-these-stocks-during-earnings-season-goldman-sachs.html">analytical note <a href="https://www.cnbc.com/2025/07/15/beware-owning-these-stocks-during-earnings-season-goldman-sachs.html">is cited</a> by CNBC.

Goldman Sachs names six stocks to avoid during the reporting season

Meta Platforms, 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


At the end of June, Super Micro, a manufacturer of data center equipment, was removed from the Russell 2000, a small-cap stock index. Investors should brace for the consequences of this move, as it was largely thanks to Super Micro that the Russell 2000 had been growing over the past year, a <a href="https://www.marketwatch.com/articles/smci-stock-price-russell-2000-d77f5cf9?mod=search_headline">report</a> points out.