Nebius Group N.V.

Palantir Technologies Inc.

Intel Corporation

Apple Inc.

AI and fintech are surging in the U.S. market. OpenAI is preparing an employee stock deal that could raise the company's valuation to $500 billion - higher than SpaceX. Apple joined Donald Trump in announcing a $100 billion increase in investments in the U.S., including $2.5 billion in iPhone glass manufacturing. Palantir surpassed $1 billion in revenue for the first time, Nebius Group shares soared 28% after a seven-fold increase in revenue and an increase in guidance. The main events of August 4-8 are in our review;

Highlights of the week: Trump and duties, Palantir breaks records, OpenAI catches up with SpaceX


"Apple and Tim Cook have shown a masterclass in managing uncertainty," JPMorgan believes

Apple stock posted its best weekly gain since 2020 after Cook's visit to the White House

Eli Lilly and Company

DoorDash, 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: foreign trade agenda remains in focus

NVIDIA Corporation

Apple announced the largest investment in its history in American companies and manufacturing. Ilon Musk's SpaceX competitor Firefly Aerospace, a rocket company with a valuation of $6.3 billion, is entering the market. Donald Trump announced that he will impose a 100% duty on chip imports, and also raised tariffs on Indian goods to 50% in response to the purchase of Russian oil. On these and other topics - in our review of key events for the morning of August 7.

Taiwan Semiconductor Manufacturing Company Limited

The US will impose duties of 100% on chip imports, Donald Trump has announced. However, he maintains that the levies will not apply to companies that have pledged to manufacture semiconductors in the US. Nvidia shares and TSMC securities fell as much as 1.5% at one point in the postmarket, but quickly recovered the losses. Intel shares jumped more than 3%.

Trump threatened 100% duties on chip imports. Intel shares jumped by 3%

New investment could soften White House criticism over Apple assembling iPhones in India, analysts say

'Cook extends an olive branch to Trump': Apple to announce new investment in US

The Boeing Company

Morning in New York: buyers set for revenge



Meta Platforms, Inc.

Amazon.com, Inc.

Trump's new duties caused a collapse&nbsp;on the first day of August in markets that were in euphoria after reports&nbsp;from the largest US tech companies.&nbsp;Apple, Amazon, Microsoft and Meta beat analysts' expectations on earnings and revenue, despite some weak segments. At the same time, the luxury sector is still in crisis: Hermès shares sagged despite sales growth, while Kering is facing a 25% drop in Gucci revenue and a growing debt load. The Fed kept rates unchanged and Donald Trump criticized Jerome Powell again. The main events from July 28 to August 1 - in our review.&nbsp;

Highlights of the week: bigtech reports, Trump's duties and Figma's debut


JPMorgan Chase & Co.

Two-year U.S. government bond yields posted their biggest drop since December 2023: investors increased demand for protective assets

U.S. stocks had their worst day since May, the dollar its worst day since April: is the rally over?

Coinbase Global, Inc.

Futures on major U.S. indexes fell about 1%, Wall Street's "fear index" jumped nearly 12%

Morning in New York: Trump defied the "bulls" once again

Apple reported record revenue of $94 billion and a 13% increase in iPhone sales, while stepping up investments in artificial intelligence. Amazon beat earnings and revenue expectations, but the stock sagged due to a weak outlook for its AWS cloud business. Figma debuted on the stock exchange with a rise of more than 250% to its offering price, demonstrating a resurgence of investor interest in new tech offerings. These and other topics are in our review of key events for the morning of August 1.

Highlights for this morning: Trump imposes new duties, Apple pleases investors and the debut of Figma


The outlook for the current quarter was better than Wall Street's expectations