Intel Corporation

Advanced Micro Devices, Inc.

Reddit, Inc.

Pfizer Inc.

Taiwan Semiconductor Manufacturing Company Limited

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: investors assess geopolitical risks

Intel is in early-stage talks with AMD in an attempt to add the rival chipmaker to its portfolio of customers for contract manufacturing of processors. This is <a href="https://www.semafor.com/article/10/01/2025/intel-amd-foundry-customer-deal">reported by</a> industry publication Semafor citing sources.

Intel offered rival AMD contract manufacturing at its plants - Semafor

NVIDIA Corporation

Intel's $5bn deal with Nvidia is "symbolic in nature", says Financial Times

Intel stock got a downgrade from Citi. Partnership with Nvidia won't help?

The main party affected by the deal could be contract chipmaker TSMC if Nvidia shifts some orders to Intel's factories

AMD investors have changed their minds to panic over Nvidia and Intel alliance. What risks does it bring?

Oracle Corporation

Palantir Technologies Inc.

Wall Street by the end of the summer began to massively withdraw from deals related to artificial intelligence, <a href="https://www.barrons.com/articles/nvidia-ai-stocks-fall-f1443223?mod=RTA">notes </a>Barron's. In trading on Friday, August 29, almost all major companies benefiting from the AI boom were in the negative.

Shares of almost all AI race beneficiaries have fallen in price. Has Wall Street become disillusioned with AI?

In the past, Truist predicted AMD's near-zero share in the AI chip segment, but that has now changed

Truist advised buying shares of major rival Nvidia on the eve of its reports

The Nasdaq 100 Index, heavily weighted toward technology companies, fell 1.4% on Aug. 19, one of its worst performances since the April selloff. The S&amp;P 500 lost 0.6%, and the Dow Jones once again failed to hold a record before the close. Indexes declined as technology companies related to artificial intelligence, including Nvidia and Palantir, fell. Investors worried about the prospects of an AI-related rally and locked in profits. In particular, they have been spooked by a study showing that 95% of companies get nothing from their investments in generative AI.

The Nasdaq 100 has one of its worst one-day drops since April, the Dow failed to hold a record high

US President Donald Trump told reporters on Friday, August 15, on his way to Anchorage that duties on US semiconductor imports could <a href="https://www.barrons.com/articles/trump-tariffs-semiconductors-9b62f5ca">reach </a>300%. And early last week, he allowed Nvidia and Advanced Micro Devices (AMD) to supply China with chips for artificial intelligence, the export of which was previously restricted. The condition is that the companies will contribute 15% of such sales to the budget.

Small deal with big risks: how the introduction of the "export tax" in the USA will turn out

Cisco Systems, Inc.

CoreWeave, Inc.

Circle Internet Group

Morning in New York: expectations of Fed rate cut support risk demand

Cambricon Technologies Corporation Limited

In addition to Nvidia, AMD's AI gas pedals are also subject to the restrictions

China has urged companies not to use Nvidia chips. How will this affect their exports?

Apple Inc.

Donald Trump has toned down his rhetoric against Intel CEO Lip-Bu Tan, whom he previously suspected of having ties to China. Elon Musk, in a continuation of his feud with OpenAI, accused Apple of antitrust violations over its promotion of ChatGPT in the App Store and threatened a lawsuit. On the stock market, ticket marketplace StubHub, which previously suspended its offering due to fare turbulence, decided to go public on the New York Stock Exchange in September in an effort to strengthen its position in a competitive industry. On these and other topics - in the review of key events by the morning of August 12.