NVIDIA Corporation

Advanced Micro Devices, Inc.

Nvidia and AMD made a deal with the U.S. government and agreed to give 15% of the proceeds from sales of certain chips in China in exchange for export licenses. Nvidia has been at the center of a conflict with China over allegations that its H20 AI chips are unsafe, which the company categorically denies. At the same time, hedge funds in the energy sector changed their long-term strategy: they started to actively short oil stocks and cut their bets against solar energy. These and other topics are discussed in the review of key events by the morning of August 11.

Highlights for the morning: Nvidia to share revenue with the U.S., SoftBank's bid and a play against oil

Tesla, Inc.

It is unwise for a company to spend resources on two different AI chips at the same time, its CEO Ilon Musk has said

Wells Fargo names two beneficiaries of Tesla's refusal to develop its own AI chips

Tesla quotes in OTC trading went down after two days of growth

Tesla has shut down the Dojo supercomputer project. Who benefits from it?

AMD's adjusted gross margin could have been 54% instead of 43% if not for U.S. export restrictions

AMD increased revenue and gave a better-than-expected forecast, but the stock fell. What does this have to do with China?

Palantir Technologies Inc.

Pfizer 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: chances for continued growth persist


The Walt Disney Company

Novo Nordisk A/S

U.S. stocks retreated from record highs late last week when fresh employment data showed that the U.S. labor market was not as robust as thought. Wall Street is expecting a relatively quiet macroeconomic agenda this week with no significant releases scheduled, <a href="https://finance.yahoo.com/news/job-market-concerns-take-center-stage-as-earnings-season-rolls-on-what-to-watch-this-week-113608612.html#:~:text=Markets%20will%20be%20greeted%20with%20a%20quieter%20week%20of%20economic%20news%20with%20no%20major%20releases%20anticipated.">write</a> Yahoo Finance. Investors' attention may be drawn to the publication of ISM's U.S. services sector business activity index for July, <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-services-data-in-focus-boe-expected-to-cut-rates-dcdd3318?mod=central-banking_news_article_pos5">accounts</a> The Wall Street Journal. The previously reported data on activity in the manufacturing sector came in below forecasts - along with weak employment figures, this "heightens concerns about a slowdown in the economy," <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-services-data-in-focus-boe-expected-to-cut-rates-dcdd3318?mod=central-banking_news_article_pos5#:~:text=This%20data%20follows%20below%2Dforecast%20ISM%20data%20on%20the%20manufacturing%20sector%2C%20which%2C%20alongside%20the%20weak%20jobs%20figures%2C%20%E2%80%9Camplifies%20concerns%20about%20economic%20slowdown%2C%E2%80%9D%20said%20Aaron%20Hill%2C%20analyst%20at%20FP%20Markets%2C%20in%20a%20note.">the WSJ quoted FP Markets analyst Aaron Hill as saying</a>.

Disney, Palantir and Novo Nordisk reports: what investors need to know this week

Intel Corporation

The new CEO still has work to do to improve the company's competitiveness


Intel's revenue forecast beat expectations. Why did its stock fall?

Zscaler, Inc.

Datadog, Inc.

Jefferies <a href="https://www.cnbc.com/2025/07/20/these-stocks-can-benefit-the-most-from-lower-oil-prices-says-jefferies.html">considers</a> that the continued decline in oil prices could provide strong support for the shares of a number of technology and consumer companies. Low prices will hit players in the energy sector, but representatives of some other sectors may gain significantly, the bank's analysts wrote;

Jefferies analysts named three beneficiaries of the decline in oil prices

Taiwan Semiconductor Manufacturing Company Limited

Despite the forecast revision, TSMC still expects 2025 sales below consensus

TSMC has raised its revenue forecast. What does this mean for the bigtechs - from Meta to Google?

The resumption of shipments to China will generate more than $700 million in revenue for the chipmaker

Wells Fargo recommended buying AMD stock ahead of the report. What is their potential?


So far, the company is not sure how many chips are covered by the new export authorizations or how long they will be in effect

"Strong growth momentum": how analysts assessed the opening of the Chinese market for Nvidia

The bank expects AMD shares to rise 55.5%, while Goldman Sachs doesn't expect the price to rise at all