NVIDIA Corporation

Advanced Micro Devices, Inc.

Intel Corporation

QUALCOMM Incorporated

Tesla, Inc.

Strategy Inc

Vistra Corp.

Microchip Technology Incorporated

Zeta Global Holdings Corp.

Chevron Corporation

Exxon Mobil Corporation

ConocoPhillips

Apple Inc.

Novo Nordisk A/S

Daily review and forecast of events on the US stock market by Mikhail Denislavov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: robotics news sets the tone for trading

AMD and Nvidia unveiled new platforms for AI data centers, robotics, and autonomous transportation at CES 2026, intensifying competition for the multibillion-dollar market for computing and "physical AI." Copper hit a new all-time high above $13,000 per ton amid risks of shortages and trade imbalances due to possible US tariffs. These and other topics are covered in our review of key events as of the morning of January 6.

Senators determined to stop Trump from easing rules on Nvidia's AI chip exports to China

Broadcom Inc.

November collapse of AMD quotations is considered unfair by TD Cowen investment bank analysts

Analyst calls rival Nvidia the best bet in the chip sector - after a 16% slump

Despite a failed November, no analysts on Wall Street are advising selling AMD stock

Shares of chief rival Nvidia are having their worst month in three years. What's an investor to do?

Alphabet Inc.

Meta Platforms, Inc.

All three major U.S. market indices rose for the third day in a row as investors increasingly expect the Fed to cut rates in December. Market sentiment was also influenced by the news that Kevin Hassett, a supporter of low rates, became the favorite in the race to replace Jerome Powell as head of the Fed. Traders now estimate the probability of a 25 basis point rate cut at 85%.

U.S. stocks rise for a third day amid hopes of a Fed rate cut. Santa's rally to be?

Microsoft Corporation

As the end of the year approaches, Wedbush's head of global technology research Dan Ives has picked ten stocks that will remain key for investors looking to capitalize on the artificial intelligence revolution, CNBC <a href="https://www.cnbc.com/2025/11/25/dan-ives-top-tech-picks-into-year-end.html">writes.</a>

Wedbush's Dan Ives doesn't believe in a market bubble. He named his 10 favorites in AI

International Business Machines Corporation

Shares of Apple, IBM and Cisco Systems will help protect against volatility, says Ben Reitzes

Melius cited "the only reason for investor concern." It's the rise of Google

Palantir Technologies Inc.

Micron Technology, Inc.

American shares started the shortened week with a sharp growth. The index of the technology sector Nasdaq Composite at the end of trading on November 24 soared by 2.7%. This is the sharpest growth of the index for one day since Ma, <a href="https://finance.yahoo.com/news/live/stock-market-today-nasdaq-sees-biggest-jump-since-may-sp-500-soars-as-alphabet-tesla-lead-tech-rally-210114487.html">notes</a> Yahoo Finance.

Nasdaq has best day since Ma: tech stocks soar 2.7%

Marvell Technology, Inc.

Nvidia's strong third-quarter results have temporarily calmed investors worried about the shakiness of the artificial intelligence boom. Analysts were generally positive about the report of the world's most expensive company, noting the acceleration of revenue growth and improved profitability. However, experts warn that concerns about the AI bubble have not gone away - they have simply receded into the background.

'Necessary respite': Nvidia quells fears of AI bubble before the end of 2025

American Airlines Group Inc.

Truist Financial Corporation

The U.S. billionaire's investment company has strengthened its position in the consumer sector and sharply reduced its investments in health care

Whirlpool, American Airlines and Oracle: what stock trades did David Tepper make?

Several analysts after a meeting with the management of Advanced Micro Devices (AMD) updated their targets on the company's shares and confirmed their recommendations to buy them. Wells Fargo <a href="https://www.marketscreener.com/news/wells-fargo-adjusts-pt-on-advanced-micro-devices-to-345-from-300-maintains-overweight-rating-ce7d5fdfd989f12c">raised its</a> target price from $300 to $345, implying a potential upside of more than 45%. Evercore ISI <a href="https://www.marketscreener.com/news/evercore-isi-adjusts-pt-on-advanced-micro-devices-to-283-from-270-maintains-outperform-rating-ce7d5fdfd989f424">raised its</a> target price on AMD stock from $270 to $283. Its target implies a 19% upside for the stock. Mizuho <a href="https://www.marketscreener.com/news/wells-fargo-adjusts-pt-on-advanced-micro-devices-to-345-from-300-maintains-overweight-rating-ce7d5fdfd989f12c">raised its</a> target from $275 to $285, seeing AMD stock price upside potential of almost 20%.