Quantum Computing Inc.

The Boeing Company

GE Aerospace

RTX Corporation

NVIDIA Corporation

Oracle Corporation

Oklo Inc.

The 27 priority subcategories of the investment bank's program included, for example, quantum computing

JPMorgan will invest $1.5 trillion in key areas of the U.S. over 10 years. Which stocks will benefit?

Macquarie Capital advises investors in the PRC market to move into stocks that could benefit from domestic demand stimulus

Citi and JPMorgan cited China's value stocks as a defense against tariff risks

Taiwan Semiconductor Manufacturing Company Limited

JPMorgan Chase & Co.

ASML Holding N.V.

This week, investors are likely to be left in the dark about a number of key US macroeconomic indicators - their publication has been postponed due to the government shutdown that has lasted for 13 days. Data - from import prices and retail sales to wages and jobless claims - are very likely to be excluded from the publication calendar, Yahoo Finance <a href="https://finance.yahoo.com/news/stocks-dip-as-government-shutdown-continues-rare-earths-rally-what-to-watch-this-week-114600627.html#:~:text=In%20the%20week%20ahead%2C%20the%20market%20will%20continue%20to%20fly%20blind%20on%20several%20key%20points%20of%20economic%20data%20that%20would%20normally%20publish%20if%20not%20for%20the%20gridlock%20in%20Washington.%20Figures%20ranging%20from%20import%20prices%20and%20retail%20sales%20to%20hourly%20earnings%20and%20jobless%20claims%20are%20likely%20to%20be%20missing%20from%20the%20calendar.">writes</a>.<br><br>The main macroeconomic release this week for Wall Street was supposed to be the Consumer Price Index (CPI) for September in the U.S. The Bureau of Labor Statistics had planned to publish it on October 15, but <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">postponed</a> it to October 24. To work on it, the agency recalled some employees from vacation. If the report on inflation will be prepared on time, the Fed will receive it before its meeting on interest rates, which is scheduled for October 28-29, <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">notes</a> Bloomberg.

Wall Street bank earnings, ASML and TSMC: what investors need to know this week

Jamie Dimon believes investment in AI will pay off

The head of JPMorgan estimated the risk of a stock correction at 30%. But it's not the AI bubble that worries him

Klarna Group plc

Most analysts recommend buying stocks that are now trading cheaper than they were in their debut trading session  

Analysts have begun coverage of Klarna after a period of silence. What do they advise investors?

Adobe Inc.

Unlike Morgan Stanley, most analysts on Wall Street will continue to believe in Adobe

Morgan Stanley downgraded Adobe's stock. Are AI capabilities overrated?

Apple Inc.

Amazon.com, Inc.

Companies' spending on human resources may increase due to a more than 10-fold increase in visa fees for foreigners, but the market has so far reacted with restraint to this risk

Trump has made it harder to grant visas to talented foreigners. How might this affect bigtech?

Pop Mart International Group Limited

Wall Street's largest bank has recommended that customers hold off on increasing their stake in Pop Mart until at least October

JPMorgan downgraded producer Labubu. Shares fell the most since April

Oracle shares have nearly doubled in price since the start of 2025

Oracle's stock has soared to record highs. Wall Street thinks this is just the beginning

Tesla, Inc.

Ubtech Robotics Corp Ltd

Zhejiang Sanhua Intelligent Controls Co.,Ltd

One of the bank's favorites this week received the world's largest single order for such products

JPMorgan names beneficiaries of bet on humanoid robots: four companies from China

Pan American Silver Corp.

Barrick Mining Corporation

Newmont Corporation

Morningstar advises investors to be cautious and allocate no more than 5% of their portfolio to gold

The Fed, Trump and the dollar: why JPMorgan and Goldman expect gold prices to rise by 20-40%

adidas AG

A relatively small presence in the U.S. market and settlements with suppliers in dollars put Adidas in an advantageous position over competitors in the face of high duties and a weakening U.S. currency