Spotify Technology S.A.

Keurig Dr Pepper Inc.

The Boeing Company

Global central banks fear that Donald Trump's pressure on the Fed will not only undermine the independence of the U.S. regulator, but also set an unwelcome precedent for Europe and Japan

Morning in New York: political factors limit the rally

Alphabet Inc.

Meta Platforms, Inc.

The agreement with Google will allow Meta to quickly provide its "superintelligence" team with computing power

Meta and Google have struck a major AI deal for the first time

Baidu, Inc.

Analysts on average continue to recommend securities of Google's Chinese counterpart to buy

Baidu has become the cheapest stock among China's internet giants. What's wrong with it?

Amazon.com, Inc.

Hertz Global Holdings, Inc.

In order to invest in Amazon, the billionaire had to abandon a long-standing and lucrative investment 

Amazon, Alphabet and Hertz: what billionaire Bill Ackman bought in the second quarter

TeraWulf Inc.

The market capitalization of TeraWulf, which is involved in AI infrastructure in addition to mining, increased 1.5 times in one day

Google has invested $1.8 billion in a mining company. Its stock soared

Cisco Systems, Inc.

CoreWeave, Inc.

Circle Internet Group

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: expectations of Fed rate cut support risk demand

Forced sale of Chrome would be a 'black swan' for Alphabet investors, warns Barclays

Perplexity has offered to buy the Chrome browser. A court may order Google to sell it

Microsoft Corporation

At least 20 Google employees have moved to Microsoft in recent months

Microsoft has begun poaching Google's AI talent, using Meta tactics - WSJ

Apple Inc.

Morning in New York: inflation data will signal the market

NVIDIA Corporation

Robots, virtual reality and space satellites were among the top technology trends of the year


Not just AI: McKinsey names 13 technologies investors should watch out for


Nvidia has placed an order for 300k H20 chips from TSMC amid renewed US approvals for shipments to China. Meanwhile, in China, startup Z.ai has released an open-source AI model, GLM-4.5, capable of running on just eight H20 chips - yet claiming to be a leader in efficiency, competing with DeepSeek and OpenAI. In the autonomous transportation market, Waymo, an Alphabet company, has announced it will launch a robotaxi in Dallas in 2026 in partnership with Avis. On these and other topics - in our review of key events for the morning of July 29.

Highlights for this morning: Nvidia ramps up chip production for China and a new DeepSeek competitor

Tesla, Inc.

The company has yet to apply in California for permits to transport passengers on the autonomous vehicle and operate it commercially