Microsoft Corporation

Amazon.com, Inc.

Apple Inc.

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

Arm Holdings plc

QUALCOMM Incorporated

NVIDIA Corporation

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