Arm Holdings plc

NVIDIA Corporation

Following the announcement of the company's proprietary chip, several analysts immediately advised building a stake in its stock

Arm stock is advised to buy by 70% of Wall Street analysts. There have never been so many "bulls" before

Chewy, Inc.

JetBlue Airways 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: news agenda remains tense

Arm expects the new chip, whose production the company announced the day before, to generate about $15 billion in revenue by 2031

Arm shares soared 20%. They were advised to buy them by analysts at Raymond James

Meta Platforms, Inc.

The U.S. has offered Iran a 15-point settlement plan. Arm shares rose after announcing its own artificial intelligence chip and forecasting a six-fold increase in revenue by 2031. Elon Musk's SpaceX could file for an IPO as early as this week. And Meta is trying to retain top managers with options tied to a sharp rise in prices. About these and other topics - in our review of key events by the morning of March 25.

Intel Corporation

Advanced Micro Devices, Inc.

This is a radical reversal of Arm's business model, which has been called the "Switzerland" of the semiconductor industry


Arm enters the proprietary chip market and challenges Intel and AMD

Nvidia's move to Arm architecture CPUs and the related deal with Meta could bring Intel serious problems, an analyst said

'Intel killer': analyst calls Nvidia and Meta deal a threat to oldest chipmaker

Alphabet Inc.

Amazon.com, Inc.

Novo Nordisk A/S

Roblox Corporation

Reddit, Inc.

Morning in New York: waiting for the sentiment to stabilize

QUALCOMM Incorporated

Memory chip shortage limits not only smartphone sales, but also the processors for them

The shortage of memory chips hit Qualcomm and Arm. Their shares plummeted

Apple Inc.

Bitcoin has gone below $90,000 for the first time in seven months, reflecting a general decline in risk appetite and a wave of sell-offs among institutional players. Databricks is in talks for a new round at a valuation of over $130 billion, despite fears of a bubble around artificial intelligence. On these and other topics - in our review of key events for the morning of November 18.

Highlights for the morning: crypto market falls, changes at Apple, AI bets rise

Samsung Electronics Co., Ltd.

Samsung shares hit an all-time high amid hype around artificial intelligence. SoftBank is increasing multi-billion dollar investments in OpenAI and robotics. China is tightening control over semiconductor imports and restricting purchases of Nvidia products. These and other topics - in our review of key events for the morning of October 10.

Main by morning: Samsung on the cusp, China tightens chip controls, SoftBank buys up AI

SoftBank Group Corp.

The market saw SoftBank's decision to invest $2 bln in Intel as a vote of confidence   

Intel shares soar on news of investment by owner Arm

Microsoft Corporation

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.

ARM Holdings