Advanced Micro Devices, Inc.

NVIDIA Corporation

Meta Platforms, Inc.

Meta Platforms' multibillion-dollar bet on Nvidia chips has triggered a selloff in the securities of rivals of the main beneficiary of the AI boom

Nvidia will sell millions of chips to Meta. For which companies was this bad news? 

Apple Inc.

The iPhone maker is working on three new devices

Apple is accelerating the development of AI gadgets, Bloomberg has learned. What is the company preparing?

Microsoft Corporation

CrowdStrike Holdings, Inc.

Carvana Co.

Spotify Technology S.A.

Affirm Holdings, Inc.

One of the securities on the list has lost 30% of its value over the past month

JPMorgan picks "undervalued" stocks for which AI is not a threat

Figma

Figma has partnered with startup Anthropic. They will turn AI code into design

TOTO LTD.

Activist investor Palliser Capital expects 55% growth from the securities of Japan's largest toilet bowl manufacturer Toto on the back of AI development

'An underrated player': why did an activist deem a toilet bowl manufacturer a beneficiary of AI?

Amazon.com, Inc.

Alphabet Inc.

There is a strange paradox going on in the American market right now: we are in the epicenter of a technological breakthrough, but the indices are feverish. Moreover, sectors that are as far away from neural networks as possible are falling "in company" with bigtech. It seems that we are witnessing a phase of hard sobering, <a href="https://www.facebook.com/share/p/1854MtaRBw/?mibextid=wwXIfr">writes</a> German Kaplun, co-founder and strategy director of TMT investments, on his Facebook page.

Why is the market going down because of AI if AI is so smart?

Lockheed Martin Corporation

CVS Health Corporation

AstraZeneca PLC

The largest U.S. bank called such securities the best safe haven for investors

'A once-in-a-generation chance'. Why JPMorgan advises to buy unpopular quality stocks

Micron Technology, Inc.

Broadcom Inc.

The company is building mega-factories in New York and Idaho to reduce the technology gap between memory chips and AI infrastructure

Micron is taking over the US: chipmaker to invest $150 billion in factories due to AI memory shortage

Warner Bros. Discovery, Inc.

Paramount Skydance Corporation

BHP Group Limited

Wheaton Precious Metals Corp.

The Walt Disney Company

Tri Pointe Homes, Inc.

Solaris Energy Infrastructure, Inc.

Coinbase Global, Inc.

Pinterest, Inc.

Expedia Group, 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: quotes are looking downward

Walmart Inc.

Exxon Mobil Corporation

Johnson & Johnson

Investment capital is flowing into chip manufacturing, retail and oil companies

Microsoft and Amazon stocks have lost nearly $1 trillion in capitalization. Where are investors going?

Union Pacific Corporation

Equinix, Inc.

Last week was the worst week for the S&amp;P 500 since November 2025, losing 1.39% in five days, the Nasdaq Composite was down 2.1% and the Dow Jones was down 1.23%. In February, one of the reasons for the storm in the markets was a reassessment of the prospects of entire industries because of the development of AI. For investors, it's now a technology that must actually prove its ability to be profitable. What should they bet on now?

The market has experienced a wave of selling because of AI. Who will benefit from companies' revised valuations?

The world's largest mining company is focusing on copper mining instead of cheaper iron ore

BHP's top earnings item for the first time was copper due to AI. The stock jumped to a record high

Artificial intelligence (AI)