Advanced Micro Devices, Inc.

NVIDIA Corporation

The Fed warns that the impact of artificial intelligence on the economy could prove transformative, changing the labor market and the approach to monetary policy. AMD forecasts 60% growth in data center revenue over five years, intensifying competition with Nvidia and building a presence in AI. These and other topics - in our review of key events by the morning of November 12.

AMD denied slowing AI demand and predicted 80% growth in data center revenue

Oracle Corporation

The Nasdaq Composite index of technology stocks fell more than 3% at the end of the week. For him, this is the worst week since early April, when the index fell by 10% because of the threat of a trade war, <a href="https://www.ft.com/content/8c6e3c18-c5a0-4f60-bac4-fcdab6328bf8">notes the</a> Financial Times.

Nasdaq has worst week since April: investors sold off $800 billion worth of AI stocks 

Intel Corporation

Chinese authorities have invested at least $100 billion in data center construction since 2021

China has banned AI chips from overseas in state-supported data centers. Who will suffer?

McDonald's Corporation

Novo Nordisk A/S

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

A morning in New York: awaiting the Supreme Court's decision

Bitcoin fell below $100,000 for the first time in four months. SoftBank lost $32 billion of capitalization due to the fall of Arm and other chip partners. About these and other topics - in our review of key events by the morning of November 5.

Highlights for the morning: bitcoin below $100,000, SoftBank's $32 billion collapse and the chip market downturn

Advanced Micro Devices, a manufacturer of AI chips, gaming video cards and PC processors, has given a revenue forecast for the current quarter, which did not suit all investors, Bloomberg<a href="https://www.bloomberg.com/news/articles/2025-11-04/amd-s-outlook-fails-to-wow-investors-after-ai-fueled-stock-rally"> reports</a>. The company said that revenue in the fourth quarter will be about $9.6 billion. The average estimate of analysts was $9.2 billion, but some forecasts reached $9.9 billion, the agency notes.

AMD's revenue and earnings beat Wall Street's expectations. Why did the stock fall then?

Palantir Technologies Inc.

Super Micro Computer, Inc.

The US government shutdown is now in its second month and is about to become the longest in history. However, Wall Street does not seem to care: all three major U.S. stock indices reached highs last week. Quotes were supported by the US Federal Reserve rate cut, the de-escalation of trade tensions after the meeting between President Donald Trump and his Chinese counterpart Xi Jinping, as well as the still high interest in stocks related to artificial intelligence, <a href="https://www.barrons.com/articles/palantir-amd-pfizer-robinhood-mcdonalds-stocks-dfd8631b?mod=RTA#:~:text=That%20is%20because,Jinping%20on%20Thursday.">writes</a> Barron's.

Palantir reports, AMD and rare employment data: what to expect for investors this week

QUALCOMM Incorporated

Chipmaker Qualcomm <a href="https://www.qualcomm.com/news/releases/2025/10/qualcomm-unveils-ai200-and-ai250-redefining-rack-scale-data-cent">has announced the</a> release of AI chips for data centers based on Hexagon neural processing units (NPUs). Previously, these processors were released by the manufacturer for smartphones. The company plans to launch the AI200 chip in 2026 and the AI250 in 2027. Qualcomm will offer off-the-shelf rack solutions with liquid cooling.

Qualcomm's AI chips will compete with Nvidia and AMD. What does this mean for the market?

International Business Machines Corporation

Micron Technology, Inc.

This is a step towards commercialization of quantum computers

AMD chips will help IBM make a breakthrough, Reuters wrote. Both stocks hit record highs

It wasn't AMD that made Lisa Su famous. It was Lisa Su who made AMD what we know today.

Lisa Su's Big Bet: How AMD's CEO changed the AI market

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

BYD Company Limited

LVMH returned to growth, which was a sign of recovering demand for luxury goods. Gold once again became the main safe haven for investors, displacing bitcoin. Walmart agreed with OpenAI to integrate shopping into ChatGPT. Oracle and AMD announced an AI deal challenging Nvidia's leadership, and Microsoft, Nvidia and xAI are investing $40 billion in Aligned data centers. The main events of October 13-17 are in our review.