Apple Inc.

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.

NVIDIA Corporation

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?

Tesla, Inc.

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

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: 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

Alphabet Inc.

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

Apple decides to use Google's $1 billion-a-year AI for new Siri - Bloomberg

Berkshire Hathaway Inc.

The legendary investor staged a sell-off in Apple stock in January-September 2024 and continued to drive the share down in 2025 

Is Buffett selling Apple again? Berkshire's portfolio adjustment indicated a decline in stake

Amazon.com, Inc.

Exxon Mobil Corporation

Chevron Corporation

Morning in New York: bigtech inspires the "bulls"

Netflix, Inc.

Apple beat earnings expectations and forecast a record current quarter thanks to hype around the iPhone 17 and booming service segment growth. Amazon showed a strong jump in profits and accelerated its AWS cloud business, betting on its own Trainium AI chips and scaling its Project Rainier infrastructure. On these and other topics - in our review of key events by the morning of October 31.

Highlights for this morning: Apple breaks records, Amazon accelerates, Netflix crushes stock

Apple gave an optimistic outlook for the current quarter, its most important quarter because of the abundance of holidays, after which its stock rebounded sharply from a postmarket drop to gain more than 4%.