Intel Corporation

NVIDIA Corporation

Meta Platforms, Inc.

Arm Holdings plc

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.

Advanced Micro Devices, Inc.

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: 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.

Magnificent Seven earnings and the Fed meeting: what investors need to know this week

If Arm starts making its own AI chips, it will become a competitor to its own customers, Nvidia and Qualcomm

The analyst advised buying Arm shares. He saw a driver that is not embedded in the price

Taiwan Semiconductor Manufacturing Company Limited

Masaesi Son, head of Japanese conglomerate SoftBank, is in talks to launch the Crystal Land industrial park in Arizona

ARM Holdings