Apple Inc.

Intel Corporation

NVIDIA Corporation

The US Federal Reserve has cut its policy rate by 25 bps to 4-4.25% for the first time in 2025 and forecasts further monetary easing. Nvidia will invest $5 billion in Intel and become its largest shareholder. Alphabet broke the $3 trillion capitalization bar amid an antitrust victory and optimism around the Gemini platform. Donald Trump and Xi Jinping discussed the fate of TikTok in the U.S. by phone and agreed to meet. The main events from September 15 to 19 - in our review<b>. </b>

Highlights of the week: Fed rate, Alphabet grows to $3 trillion, Nvidia and Intel alliance

The stakes are high for Apple with the release of the iPhone 17 and iPhone Air lineup: Wall Street expects good sales

Apple faced complaints about scratches on the new iPhone 17 Pro on the first day of sales

ChatGPT developer OpenAI has signed a contract with Chinese company Luxshare - which assembles Apple devices - to create some sort of custom gadget with AI, sources told The Information. This could open up new markets and give OpenAI an entry point into the consumer electronics space, which is now dominated by Apple, Samsung and Google.

OpenAI has reached a deal with an Apple supplier to release an AI gadget

Berkshire Hathaway Inc.

The Swiss National Bank also bought more than $2 billion worth of Berkshire Hathaway shares

Switzerland's conservative Central Bank has become one of the biggest whales in US tech stocks

Apple's devices are ready for AI, it's just a matter of new software

From outsider to leader: why Bernstein is betting against the market - on Apple's leap into AI

Interest is particularly high in the base version of the iPhone 17 and the Air model

JPMorgan and BofA reported outpacing demand for new iPhones. What's up with Apple stock?

Oracle Corporation

Microsoft Corporation

The week of September 8-12 was rich in big deals. Nebius signed a contract with Microsoft for $17.4 billion and raised $3.75 billion in funding, Oracle signed an agreement with OpenAI for $300 billion, and ASML invested €1.3 billion in French startup Mistral AI - the deal raised its valuation to €11.7 billion. At the same time, investors were not impressed by Apple's new products, and Kering postponed the buyout of fashion house Valentino until 2028. The main events of the week are in our review.

Highlights of the week: new iPhone, Nebius deal, Oracle takes off

Apple has delayed the launch of the iPhone Air in mainland China due to eSIM issues and waiting for regulatory approval. The company's website indicates that release information will be updated at a later date, while it previously said pre-orders would start on September 13 and shipments would begin on September 19.

Apple has postponed the launch of the iPhone Air in China. It is the second largest market for the company

Wall Street is frustrated by a lack of innovation and competitive pressures

Apple has received two downgrades. Analysts' confidence is at a 5-year low

Some experts on Wall Street expect Apple's stock to rise by another quarter

Apple shares fell after the presentation of new iPhones. What do analysts advise investors?

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: equaling inflation

Apple fans have seen no signs of the start of the "supercycle" they've long awaited  