Apple Inc.

The stock is under double pressure - high product expectations and criticism of a weak AI strategy


Hopes for iPhone 17 and worries over AI: analysts divided ahead of Apple report

Meta Platforms, Inc.

Microsoft 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: inflation data will signal the market

Uncertainty at Apple demotivates AI development team, claims Bloomberg

Apple has lost its fourth AI developer in a month - he's gone to Meta

Alphabet Inc.

The court could, among other things, limit Google's payments to partners - in particular, Apple risks forfeiting $12.5 billion per year


Investors are waiting for a court ruling on Google. Why does JPMorgan advise buying the stock?


At the end of the second quarter, Apple was only fifth in the Chinese smartphone market with a share of about 15%

Apple has decided to close a branded store in China for the first time

The current quarter could be a bottom for Apple from which the company can push back, bank analysts said


'Pretty negative sentiment': why BofA advises buying Apple against the risks


Donald Trump's August deadline on duties is no longer weighing on Wall Street: the U.S. S&amp;P 500 and Nasdaq Composite indexes ended last week at all-time highs, while the Dow Jones came close to the record, <a href="https://www.barrons.com/articles/amazon-apple-visa-meta-fed-inflation-jobs-607de827?mod=RTA">writes</a> Barron's. The U.S. trade agreement with the European Union, <a href="https://www.bloomberg.com/news/articles/2025-07-27/eu-us-clinch-deal-to-avoid-trump-tariff-hike-ahead-of-deadline">concluded</a> on July 27, should add to investor optimism early this week.

Magnificent Seven earnings and the Fed meeting: what investors need to know this week

NVIDIA Corporation

Charles Schwab Chief Strategist Liz Ann Saunders explains why the stock market is more resilient today than during the dot-com boom times


Don't panic: why shouldn't the AI giant's rally be compared to the dot-com bubble?

Google's search engine revenue was strong last quarter despite concerns that users were being poached by ChatGPT

Alphabet's revenues beat forecasts, but investors were alarmed by a sharp rise in AI costs

Analysts forecast a compound annual growth rate of 17% to 30% for the wearable device market

Amazon buys an eavesdropping bracelet. Why are bigtechs entering the AI device race?

Wedbush analyst believes Nvidia's chips and Huang's political heft have made him a major tech player in the age of AI and the second Trump administration


Nvidia CEO becomes more influential than Apple CEO in the White House - Wedbush


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