Western Digital Corporation

Seagate Technology Holdings plc


Western Digital and Seagate stocks were considered calm and cyclical, but an AI renaissance has arrived for them

Morgan Stanley names the unexpected tech sector leaders of 2025. Is it too late to buy?

HSBC Holdings plc

Novartis AG

Japan's Nikkei index crossed the 50,000-point mark for the first time amid optimism in anticipation of U.S.-China talks and a rebound on Wall Street. Novartis buys biotech Avidity Biosciences for $12 billion, strengthening its position in RNAi therapeutics. HSBC pledges $1.1 billion in reserves after a failed Madoff judgment in Luxembourg. These and other topics - in our review of key events by the morning of October 27.

Highlights for the morning: Nikkei record, Novartis deal and the new role of bitcoin miners

NVIDIA Corporation

OpenAI's competitor Cohere, in which Nvidia has invested, intends to launch an IPO in the US soon. Unilever, one of the world's largest FMCG producers, faces the risk of postponing the planned November IPO of its ice cream business due to the US shutdown. American electric car manufacturer Rivian will pay $250 million to shareholders accusing it of fraud in the initial public offering. The main events on the IPO market during the week are in our selection.

Listing of OpenAI competitor, Unilever and the Rivian trial: What's important about the IPO by Oct. 26

ANYCOLOR Inc.

Unity Software Inc.

An AI actress with 10 seconds of screen time has sparked a high-profile debate in Hollywood about the limits of technology. When will the Star Factory move from Los Angeles to data centers and how will it affect investment in the film industry?

$500K or AI Wood: How to make money from artificial intelligence in Hollywood

Abbott Laboratories

Air Products and Chemicals, Inc.

Johnson & Johnson

Generac Holdings Inc.

ITT Inc.

Marex Group plc

Amazon.com, Inc.

GitLab Inc.

NVR, Inc.

Barrick Mining Corporation

Anglo American plc

Sibanye Stillwater Limited

AI is a risky strategy, real production is a conservative one: Oninvest asked Astero Falcon portfolio manager Alena Nikolaeva where to invest $10,000 if the horizon is about a year and the goal is to increase capital. Two strategies include companies from the "old" economy.

Where to invest $10,000 right now: the renaissance of real manufacturing 

The outcome of the next stage of the global race for supremacy in the field of artificial intelligence will be determined not by algorithms and semiconductors, but by electricity. And here China has a clear advantage. Western tech giants emphasize closed, capital-intensive models that require huge computing power. China has opted for open-source AI models and is actively building renewable and nuclear power capacity, positioning itself for mass adoption of powerful AI technologies, but without the high costs. Jeffrey Wu, Director of MindWorks Capital in a column for Project Syndicate writes that these differences are fundamental.

Electricity will decide the fate of the AI race: How China is turning energy into intelligence

Microsoft Corporation

Gudeng Precision Industrial Co., Ltd.

The likelihood of the AI boom turning out to be a bubble is very high, some market participants believe

Investors in fear of an AI bubble have reverted to dot-com-era defenses. What are they buying?

Oracle Corporation

JPMorgan Chase & Co.

OpenAI leased $300 billion worth of computing power from Oracle in September

Banks will make the largest loan ever to build data centers. What does this have to do with Oracle?

Innodata Inc.

Is the Google partner and beneficiary of the AI boom still worth buying?

Small cap with big ambitions: Data services firm Innodata up nearly 300% in LTM

Tesla, Inc.

Robinhood Markets, Inc.

Rocket Lab Corporation

The founder of ARK Invest funds explains why innovation is the first to emerge from the recession and which technologies to bet on

Cathie Wood: the market is turning toward innovation again. It's not just AI

Alphabet Inc.

Intel Corporation

US President Donald Trump has escalated relations with Canada, halting trade talks in the wake of the Ronald Reagan "fake" voiceover ad scandal. Intel reported revenue and profit growth with multi-billion dollar US support and investment from Nvidia, while OpenAI continues to expand with the purchase of Mac AI developer Sky. These and other topics are covered in our review of key events for the morning of October 24.

Artificial intelligence (AI)