Tesla, Inc.

Alphabet Inc.

Meta Platforms, Inc.

The rally in U.S. stocks slowed on July 21, but the S&amp;P 500 and Nasdaq Composite indices managed to set new records at the close of trading. Investors' optimism is linked to the expectation of quarterly reports - this week the first companies from the "Magnificent Seven" will reveal their results.&nbsp;

The S&P 500 index closed trading above 6,300 points for the first time ahead of bigtech reports

Apple Inc.

Apple has lost four key employees over the past few weeks.&nbsp;First, it was reported that Apple Chief Operating Officer Jeff Williams, <a href="https://oninvest.com/article/klucevoj-rukovoditel-apple-uhodit-v-sloznyj-moment-stoit-li-perezivat-investoram">considered</a> the company's second-in-command and a possible successor to CEO Tim Cook, had left the company. Meta later said it had hired <a href="https://www.bloomberg.com/news/articles/2025-07-07/apple-loses-its-top-ai-models-executive-to-meta-s-hiring-spree">chief</a> AI officer Zhuomin Pan. And on Friday, July 18, Bloomberg sources reported that Mark Zuckerberg hired two more <a href="https://www.bloomberg.com/news/articles/2025-07-17/meta-hires-two-key-apple-ai-experts-after-poaching-their-boss?srnd=homepage-europe">employees</a> from Apple's AI division - Mark Lee and Tom Gunther.

Systemic failure: will Apple's reshuffle help it catch up in the AI race

MP Materials Corp.

Block, Inc.

US President Donald Trump signed the Stablecoin Act into law - a major event for crypto-business. Bitcoin price this week exceeded $123 thousand for the first time. The EU is preparing to impose duties on goods from the U.S. for 72 billion euros in response to Washington's trade fee hike from August 1. China's GDP dynamics gives hope to the luxury market. The main events from July 14 to 18 - in our review;

Highlights of the week: EU and duties for the US, bitcoin record, hope for luxury from China


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?

ASML Holding N.V.

NVIDIA Corporation

ASML stock selloff could bring down the entire semiconductor sector

ASML beat earnings and order forecasts. Why is the stock falling?

The company has struck a deal with US rare earth supplier MP Materials to reduce its dependence on Chinese exports


Apple to invest $0.5 billion in rare earth metals production in the U.S. Why it matters

US President Donald Trump announced plans to impose 50 percent duties on copper imports and 200 percent duties on imports of pharmaceutical products. Apple came under pressure, with analysts calling for the company to change its CEO, pointing to the weakness of its position in AI. Meanwhile, Nvidia became the first public company to reach a capitalization of $4 trillion. The main events of July 7-11 are in our review;

Highlights of the week: Nvidia is worth $4 trillion, new bitcoin record, Apple's failure in AI

An AI blunder could radically alter Apple's long-term trajectory and its ability to continue growing

Analysts have suggested that Apple should consider changing its CEO due to the failure of its AI strategy

He was seen as a potential successor to Tim Cook and played a key role in the Apple Watch project


A key Apple executive leaves at a difficult moment. Should investors be worried?


International Business Machines Corporation

Microsoft Corporation

Shares of IBM, one of the largest suppliers of IT solutions, have grown by 32% since the beginning of the year. In terms of growth rate, they outperform all securities of the so-called Magnificent Seven: Alphabet (-8%), Meta (+23%), Microsoft (+18%), Amazon (+1%), Apple (-16%), Tesla (-25%) and Nvidia (+19%). Why do some analysts believe IBM has further growth potential - especially compared to other developers - amid threats from artificial intelligence and geopolitical tensions?

IBM stock has outperformed Meta and Nvidia. Why do analysts think they are still undervalued?

The company's increased spending on talent threatens to turn into lower margins, which will affect investor sentiment, Rosenblatt warns


Zuckerberg poached Apple's key AI expert. What are the risks for Meta investors?

Oracle Corporation

Broadcom Inc.

The technology investment fund doesn't hold Tesla stock because of the price war in the electric car market and is tired of waiting for breakthrough solutions from Apple