Netflix, Inc.

Tesla, 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

NVIDIA Corporation

Advanced Micro Devices, Inc.

Broadcom Inc.

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.

Nvidia has its best growth since April. It could be the beneficiary of Big Tech's giant spending spree

Alphabet Inc.

Amazon.com, Inc.

Novo Nordisk A/S

Roblox Corporation

Reddit, Inc.

Arm Holdings plc

Intel 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: waiting for the sentiment to stabilize

PayPal Holdings, Inc.

Pfizer Inc.

Super Micro Computer, Inc.

Merck & Co., Inc.

Morning in New York: investors in search of a foothold

The company is competing with Nvidia for the AI chip market, but so far has only wrested a small share, CNBC writes

AMD disappointed investors: it's not gaining ground fast enough in the AI chip market

Palantir Technologies Inc.

The main economic event this week for Wall Street will be the release of January's US jobs report - assuming there is no government shutdown (shutdown). Current funding expired on January 30. The White House and Democrats have reached an agreement that will avoid a shutdown, but the parliament will be able to vote on the funding bill only on February 2, Barron's <a href="https://www.barrons.com/articles/jobs-report-amazon-disney-alphabet-palantir-and-more-to-watch-this-week-237b1b53?mod=RTA#:~:text=This%20week%E2%80%99s%20economic,midnight%20on%20Friday.">notes</a>.

Google and Amazon earnings, US employment: what investors need to know this week

The semiconductor sector is entering the phase of the "game of musical chairs", believes Bank of America analyst Vivek Arya, <a href="https://finance.yahoo.com/news/bofa-says-the-chip-reshuffle-makes-nvidia-a-compelling-value-play-203403961.html">writes</a> Yahoo Finance. But the most obvious market participants can win in this game, the expert believes.

BofA named favorites in a game of "musical chairs" in semiconductor field

Despite the political risks of recent weeks, the U.S. stock market remains relatively close to record highs

The S&amp;P 500 Index declined for the second week in a row for the first time since June

AMD shares have the longest growth streak in almost a year. What are investors waiting for?

The securities rating upgrade came less than a year after the downgrade

KeyBanc reinstated its advice to buy AMD stock. Alarm over demand is no longer relevant

ASML Holding N.V.

Micron Technology, Inc.

Applied Materials, Inc.

Intel shares rose in trading on Friday, January 9, by more than 10% after the meeting of the company's CEO Lip-Bu Tan with U.S. President Donald Trump. Quotes reached $45.5, which was their highest since March 2024. In August 2025, the White House <a href="https://oninvest.com/article/dola-intel-usla-v-belyj-dom-cto-boatsa-poterat-amerikanskie-cinovniki">bought </a><a href="https://oninvest.com/article/dola-intel-usla-v-belyj-dom-cto-boatsa-poterat-amerikanskie-cinovniki"></a>the chipmaker's securities for more than half the price: the stake it bought for $8.9 billion is now worth about $19 billion, CNBC <a href="https://www.cnbc.com/2026/01/09/semiconductor-stocks-boosted-by-donald-trumps-intel-praise.html">calculated</a>. Already this year, the company's capitalization has managed to grow by 22%.

Intel shares soar to highest in nearly two years after CEO's meeting with Trump

The company unveiled the Panther Lake chip, a marketable product it has been working toward for several years