Meituan

Alibaba Group Holding Limited

Artificial intelligence helps Alibaba shares appreciate faster than rivals' securities, which rely more on trading

Alibaba's surge in AI revenue has lifted its securities by 11%. What will ensure continued growth?

Dell Technologies Inc.

Marvell Technology, Inc.

Ulta Beauty, Inc.

Affirm Holdings, Inc.

NVIDIA Corporation

Hormel Foods Corporation

Urban Outfitters, Inc.

Burlington Stores, Inc.

Veeva Systems 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: inflation statistics will set the vector for trading

CrowdStrike Holdings, Inc.

After the speech of the head of the U.S. Federal Reserve Jerome Powell in Jackson Hole, which strengthened Wall Street's confidence in lowering interest rates in September, the focus of investors this week will be a key indicator of inflation for the U.S. regulator, <a href="https://www.barrons.com/articles/nvidia-alibaba-crowdstrike-snowflake-inflation-and-more-to-watch-this-week-1978f5c1?mod=RTA">writes</a> Barron's.

Nvidia earnings, US inflation: what investors need to know this week

Quotes of Chinese rival Nvidia soared in Asian trading

Nvidia halts production of AI chips for China. The stock is down sharply 

Meta Platforms, Inc.

ASML Holding N.V.

UnitedHealth Group Incorporated

Michael Burry, who became famous thanks to the movie "Downgrade," dramatically changed the strategy of his investment firm Scion Asset Management in the second quarter, switching from buying put options to calls. He also opened long positions on securities of a number of companies, including insurance corporation UnitedHealth, whose shares were bought by legendary investor Warren Buffett. Who else did Burry bet on last quarter, and where, on the contrary, did he reduce his stakes?

Betting on UnitedHealth like Buffett: how has Michael Burry's portfolio changed?

Baidu, Inc.

JD.com, Inc.

Hedge fund founder Ray Dalio has championed investments in China for years, but this summer he sold his remaining stake and resigned from the board of directors

Bridgewater exited $1.5 billion in Chinese stocks, selling Alibaba, Baidu and JD.com

Tencent Holdings Limited

The securities of China's largest video game publisher and owner of messenger We Chat collapsed three years ago and remain cheaper than those of foreign peers

'It's only a matter of time': why analysts expect Tencent shares to return to record highs

Microsoft Corporation

Amazon.com, Inc.

Apple Inc.

Donald Trump's August deadline on duties is no longer weighing on Wall Street: the U.S. S&amp;P 500 and Nasdaq Composite indexes ended last week at all-time highs, while the Dow Jones came close to the record, <a href="https://www.barrons.com/articles/amazon-apple-visa-meta-fed-inflation-jobs-607de827?mod=RTA">writes</a> Barron's. The U.S. trade agreement with the European Union, <a href="https://www.bloomberg.com/news/articles/2025-07-27/eu-us-clinch-deal-to-avoid-trump-tariff-hike-ahead-of-deadline">concluded</a> on July 27, should add to investor optimism early this week.

Magnificent Seven earnings and the Fed meeting: what investors need to know this week

Alphabet Inc.

The prospect of Apple releasing an iPhone with AI features on its own is becoming less and less likely, writes Barron's

'Out of your comfort zone': how could Musk's startup help Apple's AI problems?


Eugene Kogan&nbsp;- legendary investor, founder of bitkogan project answered Oninvest's questions about his investment principles;

"The main enemy of an investor is emotions": Evgeny Kogan's investment rules

This is also good news for Chinese equities

Nvidia to resume sales of powerful AI chips to China after Trump's softening of stance

Caris Life Sciences, Inc.

Slide Insurance Holdings, Inc.

MiniMax, a Chinese competitor of DeepSeek, has begun preparations to list in Hong Kong.&nbsp;Spanish casino chain Cirsa has decided to raise up to 460 million euros in its first IPO this year in Madrid. Shares in cancer diagnostics developer Caris Life Sciences and Miami-based home insurer Slide Insurance soared after listing in the US. The main events on the IPO market during the week are in our selection.