Arm Holdings plc

Meta Platforms, Inc.

Intel Corporation

Advanced Micro Devices, Inc.

This is a radical reversal of Arm's business model, which has been called the "Switzerland" of the semiconductor industry


Arm enters the proprietary chip market and challenges Intel and AMD

Palantir Technologies Inc.

Oracle Corporation

NVIDIA Corporation

QUALCOMM Incorporated

Analysts have compiled the top 5 companies whose sales will grow the most by 2029

Only one company can surpass Nvidia in revenue growth over 5 years. Who to bet on?

Caterpillar Inc.

The Boeing Company

3M Company

GE Aerospace

Major U.S. stock market indices collapsed on Thursday, March 5, failing to hold Wednesday's gains. Fears around the war with Iran intensified after it became known about strikes on several oil tankers. This triggered a panic sell-off, the price of oil jumped and the fear index soared. By the close of trading, the fall in stocks and the oil rally had slowed - in anticipation of a possible <a href="https://www.reuters.com/business/energy/us-weighs-oil-futures-market-action-combat-rising-energy-prices-wh-official-2026-03-05/">announcement of </a>measures to curb energy prices by the US Treasury Department.

Oil rally, stock market panic and falling gold: results of the sixth day of the war

Broadcom Inc.

Marvell Technology, Inc.

Shares of Nvidia, AMD and Marvell have fallen sharply in price

The US may impose export licensing on all AI chips. What does this mean for the market?

Amazon.com, Inc.

Tesla, Inc.

Micron Technology, Inc.

U.S. stocks rose sharply on Wednesday, March 4, continuing the recovery that began at the end of the previous session. The market was led by technology companies. The rally was also helped by the easing of investors' fears of a slowdown in economic growth in the U.S., thanks to fresh data on private sector employment and growth in the U.S. service sector.

Tech company recovery rally and volatile oil: results of the fifth day of war with Iran

Alphabet Inc.

Meta is buying up processors from several of the biggest players in the market at once amid growing demand for AI technologies

Meta strikes 'multi-billion dollar' deal with Google to lease AI processors - media outlet

Thus the Chinese company gave a head start of several weeks to local chipmakers

DeepSeek hid the pre-release of its powerful new AI model from Nvidia and AMD - Reuters

PayPal Holdings, Inc.

Novo Nordisk A/S

First Solar, Inc.

The Home Depot, 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: Nvidia will set the bidding vector

Under the agreement, AMD will supply next-generation GPUs and chips for Helios data centers

AMD shares soared 12%. Meta will buy AI chips from it and may become its shareholder

Meta Platforms' multibillion-dollar bet on Nvidia chips has triggered a selloff in the securities of rivals of the main beneficiary of the AI boom

Nvidia will sell millions of chips to Meta. For which companies was this bad news? 

Netflix, Inc.

Circle Internet Group

Cathie Wood's investments are spread across most key sectors, but their concentration in individual stocks remains extremely high

CoreWeave, Circle and Tesla: what stocks Cathie Wood bought and sold last quarter

Quotes for chipmaker Nvidia jumped nearly 8% on Friday, February 6. That's the strongest increase in nine months, according to Dow Jones Market Data <a href="https://www.marketwatch.com/story/nvidias-stock-shoots-toward-best-day-since-april-as-tech-sector-rebounds-7211f5bd">cited</a> by MarketWatch. Investors have started actively buying up securities of companies that could benefit from the colossal spending that tech giants have promised to devote this year to infrastructure for artificial intelligence. Friday's rally ended Nvidia's longest losing streak since Sept. 3, when the stock fell in price for five consecutive trading sessions due to a general market sell-off.