Strategy Inc

Meta Platforms, Inc.

Alphabet Inc.

Starbucks Corporation

Donald Trump has imposed stiff duties - 100% on brand-name drugs, 25% on heavy trucks and up to 50% on furniture - as part of a drive to bring manufacturing back to the US. Meta, despite its investment in AI, is discussing using Google's Gemini models to boost its advertising algorithms. Starbucks announced a $1 billion restructuring with the closure of 500 coffee shops and the layoff of 900 employees in an attempt to bring back sales growth. On these and other topics - in our review of key events for the morning of September 26.

Highlights for the morning: Anthropic under pressure, Starbucks slashes costs and new US duties

Microsoft Corporation

Oracle Corporation

NVIDIA Corporation

Microsoft has started using artificial intelligence from rival OpenAI, the maker of chat bot ChatGPT, in its products. The company <a href="https://www.microsoft.com/en-us/microsoft-copilot/blog/copilot-studio/anthropic-joins-the-multi-model-lineup-in-microsoft-copilot-studio/">announced on</a> September 24 that its AI assistant Copilot will now use the startup Anthropic's models along with those from OpenAI to answer some of its queries.

Microsoft taps ChatGPT competitor for AI assistant. Is the relationship with OpenAI deteriorating?

Apple Inc.

A U.S. court stopped short of forcing Google to sell Chrome and Android, and allowed it to continue paying Apple for using its default search in its products. Gold hit a record high, rising above $3600 an ounce amid expectations of a Fed rate cut and active central bank buying. OpenAI continues its expansion: the company bought the startup Statsig for $1.1 billion. These and other topics - in our review of key events for the morning of September 3.

Highlights for this morning: Google keeps Chrome, Klarna goes IPO, $1 billion OpenAI deal

Tesla, Inc.

Paramount Skydance Corporation

Amazon.com, 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: US-China trade talks take center stage

The prospect of Apple releasing an iPhone with AI features on its own is becoming less and less likely, writes Barron's

'Out of your comfort zone': how could Musk's startup help Apple's AI problems?


Leading AI scientists have warned that new models are starting to "think" in a language humans don't understand

OpenAI and Meta developers are losing control of AI reasoning. Is this dangerous?

Walmart Inc.

Amazon held its biggest sale of the year last week - Amazon Prime Day. Online sales remain an important part of the company's business, but now analysts tend to view it as a way to "fuel" the company's entire ecosystem. What's worth keeping an eye on for investors right now?

Sales are no longer the main thing. What is becoming Amazon's mainstay?

Two weeks ago, Anthropic's research on the ability of AI models to engage in blackmail and corporate espionage stirred up the tech community - almost all of the models tested were willing to violate ethical principles for the sake of self-preservation. But how serious are these threats in the real world? Oninvest analyst Konstantin Gnenny talked to machine learning experts, including those from Silicon Valley, to understand whether AI models should be feared;

Agency bias and blackmail: should we be afraid of AI models

Switching to ChatGPT or Claude would be an admission that Apple is failing to keep up with the competition in generative AI, Bloomberg writes

Apple's U-turn: it may replace its AI in Siri with models from OpenAI or Anthropic

Reddit, Inc.

Institutional investors are beginning to reconsider over-reliance on U.S. assets amid Donald Trump's trade wars and rising U.S. government debt. Reddit is suing artificial intelligence startup Anthropic for unauthorized use of user data, and bankrupt 23andMe is trying to resell assets, including genetic profiles, to its co-founder. These and other topics are covered in the review of key events by the morning of June 5.

#Anthropic: 10