NVIDIA Corporation

Tesla, Inc.

Apple Inc.

Thiel is considered one of the most influential investors in the technology sector

PayPal and Palantir co-founder Peter Thiel dumped Nvidia stock at the peak of the AI boom

Berkshire Hathaway Inc.

Alphabet Inc.

The Walt Disney Company

Netflix, Inc.

ConocoPhillips

Alibaba Group Holding Limited

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: Fed signals will determine the course of trading

Sales of iPhones in China grew by 22% in October - the first month after the release of the iPhone 17 lineup - compared to the same period last year, Reuters <a href="https://www.reuters.com/world/china/apples-china-iphone-sales-jumped-22-month-after-iphone-17-launch-2025-11-14/">writes,</a> citing data from research company Counterpoint. This happened despite the general weakening of the smartphone market in the country, the agency notes.

iPhone sales in China up 22% after the release of the new lineup

Nu Holdings Ltd.

Morning in New York: market sentiment is dictated by uncertainty in the Fed's plans

Tencent Holdings Limited

The deal opens up a new revenue stream for Apple

Apple has agreed to lower commissions on WeChat mini-app purchases. What does this mean?

Meta Platforms, Inc.

Apple's capex for the current fiscal year will be around $14 billion, while Microsoft's will be over $94 billion and Meta's will be over $70 billion.

Apple has been scolded for lagging behind in the AI race. Why has it now become an advantage?

Nebius Group N.V.

Ferrari N.V.

Bitcoin fell below $100,000 this week for the first time in more than four months, and Ark Invest head Cathie Wood cut her target price for it by 20% to $1.2 million by 2030, citing the rapid growth of stablecoins. "The Buffett Indicator and the Barclays Overheating Index warn that the U.S. stock market is overvalued. Meanwhile, shareholders agreed to a record $1 trillion compensation for Musk, and Apple is preparing for a $1 billion deal with Google to speed up Siri updates. The main events of November 3-7 are in our review.

Highlights of the week: Apple and Google deal, Musk approved $1 trillion, US market overheated

Constellation Energy Corporation

Morning in New York: political crisis at the center of the agenda

Apple's lag in AI is now seen as an advantage

Apple has become a safe haven for investors amid waning AI hype

According to Morgan Stanley research, the next major milestone for Apple could be the release of humanoid robots. The investment bank suggests that Apple's nascent robotics business could potentially generate $130 billion a year in revenue, according to a Morgan Stanley note <a href="https://finance.yahoo.com/news/apple-could-make-133-billion-a-year-on-humanoid-robots-by-2040-morgan-stanley-194419260.html">cited</a> by Yahoo Finance.

Apple's robot revenue could reach $130 billion by 2040 - Morgan Stanley

AstraZeneca PLC

QUALCOMM Incorporated

Snap Inc.

AppLovin Corporation

Rivian Automotive, Inc.

DoorDash, Inc.

Morning in New York: Fed rhetoric and corporate reporting in focus

Google's AI will be a temporary solution until Apple's own models are powerful enough