Apple Inc.

Meta Platforms, Inc.

Apple's first smartglasses won't be available until 2027 at the earliest

Apple has stopped work on the new Vision Pro to make AI glasses like Meta's

Companies with strong positions should raise prices faster than inflation, not just follow it, says Needham

"Apple's 'mistake' with iPhone pricing turned out to be a 13% revenue shortfall - analyst

Amazon.com, Inc.

To truly become a leader in AI devices, Amazon needs a technological breakthrough, according to Bloomberg.

Amazon showed off its updated AI devices. Will it be able to compete with Apple and Meta? 

Oracle Corporation

Alibaba Group Holding Limited

Intel Corporation

Nvidia announced a strategic partnership with OpenAI and plans to invest up to $100 billion to create an "AI factory." Intel is in talks with Apple and TSMC to invest in its production. Oracle has placed $18 billion in bonds to cover the costs associated with the AI boom. US President Donald Trump imposed duties of 100% on drugs and approved a deal to sell TikTok to a pool of investors. About the main events from September 22 to 26 - in our review.

Highlights of the week: US gets TikTok, Intel seeks partners, Nvidia and OpenAI alliance

Taiwan Semiconductor Manufacturing Company Limited

Intel shares have risen 16% over the past two days

WSJ: Intel has approached TSMC with an investment or partnership proposal

A "breakthrough" that could strengthen Intel's position as a key chip maker in the U.S., or a "goodwill gesture" and a political move by Apple to curry favor with the authorities? Wall Street analysts are divided on Apple's potential deal at Intel. On Wednesday, September 24, Bloomberg sources <a href="https://oninvest.com/article/intel-predlozil-apple-investirovat-v-svoe-proizvodstvo-bloomberg-akcii-podskocili">reported</a> that Intel has approached the iPhone maker with an investment proposal, but talks are at an early stage and may not result in a deal.

A breakthrough or a goodwill gesture? What Wall Street is saying about a possible Intel-Apple deal

Lithium Americas Corp.

China's Chery has a successful IPO in Hong Kong, raising $1.2 billion and stepping up expansion into Europe and the Middle East despite global tariff barriers. Intel is trying to turn around its business with the support of the U.S. government and is looking for new investors, including Apple, following investments by Nvidia and SoftBank. These and other topics - in our review of key events for the morning of September 25.

Highlights for this morning: Intel seeks Apple's backing, Chery IPO, Alibaba strengthens AI

U.S. processor designer and manufacturer <a href="https://oninvest.com/issuers/intc?from=data">Intel</a> has approached iPhone maker <a href="https://oninvest.com/issuers/aapl?from=data">Apple</a> with a proposal to invest in its production, sources <a href="https://www.bloomberg.com/news/articles/2025-09-24/intel-is-seeking-an-investment-from-apple-as-part-of-its-comeback-bid">told</a> Bloomberg.

Intel has offered Apple to invest in its manufacturing - Bloomberg. Shares jumped

Apple shares hit a nine-month high in trading on Sept. 22

Wedbush set a maximum target on Apple stock. What drivers did he see?

NVIDIA Corporation

Companies' spending on human resources may increase due to a more than 10-fold increase in visa fees for foreigners, but the market has so far reacted with restraint to this risk

Trump has made it harder to grant visas to talented foreigners. How might this affect bigtech?

Tesla, Inc.

BYD Company 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 rhetoric will determine stock market sentiment

Kenvue Inc.

In the US, Donald Trump's administration is preparing a high-profile announcement about a possible link between Tylenol and autism risk in children, which has hit shares of the Kenvue manufacturer. In parallel, the White House is pushing a restructuring deal for TikTok involving Oracle, Fox Corp., Silver Lake and Andreessen Horowitz, where U.S. investors would gain control and key powers. China has kept rates on hold amid signs of a slowing economy despite the Fed's recent rate cut. On these and other topics, our roundup of key developments for the morning of Sept. 22.