Intel Corporation

Deckers Outdoor Corporation

Newmont Corporation

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: news background balances quotations


Meta Platforms, Inc.

NVIDIA Corporation

Charles Schwab Chief Strategist Liz Ann Saunders explains why the stock market is more resilient today than during the dot-com boom times


Don't panic: why shouldn't the AI giant's rally be compared to the dot-com bubble?

Tesla, Inc.

T-Mobile US, Inc.

Alphabet Inc.

Morning in New York: Trump set to visit Fed - markets brace for volatility

Google's search engine revenue was strong last quarter despite concerns that users were being poached by ChatGPT

Alphabet's revenues beat forecasts, but investors were alarmed by a sharp rise in AI costs

Microsoft Corporation

The US president - for the first time in nearly two decades - will make an official visit to the Fed on Thursday amid mounting pressure on Jerome Powell. Alphabet's second-quarter results beat forecasts, but the company alarmed investors by announcing a sharp increase in capital spending. Tesla failed to meet even the market's lowered expectations. Another company of Ilon Musk - Neuralink - presented ambitious plans: by 2031, it expects to conduct up to 20,000 operations per year with revenues of more than $1 billion. These and other topics - in our review of key events by the morning of July 24;

The threat to search and investment in AI: what signals Wall Street is waiting for in Alphabet's report

SAP SE

Morning in New York: Nikkei sends a positive signal to investors in the US

The rally in U.S. stocks slowed on July 21, but the S&amp;P 500 and Nasdaq Composite indices managed to set new records at the close of trading. Investors' optimism is linked to the expectation of quarterly reports - this week the first companies from the "Magnificent Seven" will reveal their results.&nbsp;

The S&P 500 index closed trading above 6,300 points for the first time ahead of bigtech reports

The second-quarter earnings season has gotten off to a strong start on Wall Street, with more than 80% of the S&amp;P 500 Index companies reporting earnings and revenues that beat expectations, <a href="https://www.barrons.com/articles/tesla-verizon-coke-google-earnings-stocks-52dad8b3?mod=RTA"> writes</a> Barron's. About 100 other issuers - including two members of the "Magnificent Seven" - will release their results this week.

Tesla and Alphabet earnings, ECB rate: what investors need to know this week

The Boeing Company

The Trade Desk, Inc.

The EU has approved a second list of potential retaliatory measures against the United States - duties on U.S. goods worth €72 billion, including Boeing airplanes, cars, bourbon, agricultural products and medical equipment. This is in response to Donald Trump's announced duties against the EU. At the same time, startup Cognition acquired Windsurf, whose team had previously partially moved to Google amid a growing "war for AI talent". In addition, Trade Desk entered the S&amp;P 500 index, taking the place of Ansys and causing its shares to rise 14%. About these and other topics - in our review of key events by the morning of July 15.

Citi believes ChatGPT won't replace Google's search engine just yet. Is it worth buying the stock?

International Business Machines Corporation

Shares of IBM, one of the largest suppliers of IT solutions, have grown by 32% since the beginning of the year. In terms of growth rate, they outperform all securities of the so-called Magnificent Seven: Alphabet (-8%), Meta (+23%), Microsoft (+18%), Amazon (+1%), Apple (-16%), Tesla (-25%) and Nvidia (+19%). Why do some analysts believe IBM has further growth potential - especially compared to other developers - amid threats from artificial intelligence and geopolitical tensions?