Alphabet Inc.

If Gemini becomes a mainstream consumer AI app, the consequences for OpenAI would be "catastrophic," experts say

Nano Banana feature puts Gemini at the top of iPhone apps. What will happen to ChatGPT?

Goldman Sachs report shows a shift in focus toward technology, artificial intelligence, cryptocurrencies and private markets

Billionaires have a growing appetite for risk. Where are they investing and what worries them?

NVIDIA Corporation

CoreWeave, Inc.

CoreWeave shares jumped nearly 9% in trading on Sept. 15

CoreWeave signed a $6.3 billion contract with Nvidia, protecting it from falling demand

Broadcom Inc.

Zscaler, Inc.

Oracle Corporation

Leading analysts suggest investors looking to capitalize on the AI boom should bet on three stocks: Broadcom, Zscaler and Oracle. According to TipRanks, a platform that assesses the accuracy of Wall Street forecasts, these companies are well positioned to capitalize on AI-related growth over the long horizon. They have already proven the resilience of their business models and have received a strong boost from the growing demand for artificial intelligence. The latest reporting season has shown: it's not about temporary hype, but about building stable revenue streams, CNBC <a href="https://www.cnbc.com/2025/09/14/top-wall-street-analysts-bet-on-the-potential-of-these-3-stocks-for-the-long-haul.html">writes </a>.

Who will make money on the AI boom in the long run: TipRanks names three Wall Street favorites

Riot Platforms, Inc.

Illumina, Inc.

Teradyne, Inc.

Oklo Inc.

A recent Freedom Capital strategic outlook highlights small- and mid-cap opportunities across innovation economy sectors

Wellness, robots, biotech: Freedom names smid beneficiaries of innovation trends

Several funds that manage clients' money using algorithms suffered losses this summer. The machines were unprepared for the unpredictability of the US president. But do they always lose to humans?

Models vs. managers: who manages money better

On Wednesday, September 10, Oracle founder and chairman Larry "Larry" Ellison became the richest man in the world according <a href="https://www.bloomberg.com/news/articles/2025-09-10/oracle-co-founder-larry-ellison-closes-in-on-elon-musk-as-world-s-richest-man">to</a> Bloomberg, overtaking Elon Musk, who held the title for almost a year. This happened after the publication of Oracle's quarterly report, which AP called<a href="https://apnews.com/article/richest-billionaires-musk-ellison-oracle-tesla-bloomberg-forbes-e90a3cab2a0b256923ca55814893f9fe">"stunning"</a>. The company's stock skyrocketed, and Ellison's fortune increased by more than $100 billion in a single day - the largest daily increase in the history of Bloomberg's rankings. As of September 12, Musk is back at the top of the list of the richest people on the planet, but Ellison's fortune remains <a href="https://www.bloomberg.com/billionaires/">huge</a> - $363 billion. How did he achieve this?

Ghetto Boy: How Larry Ellison Became the Richest Man on Earth

Adobe Inc.

Microsoft Corporation

Super Micro Computer, Inc.

Delta Air Lines, Inc.

The Boeing Company

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: investors wait for signals from consumers

Alibaba Group Holding Limited

Baidu, Inc.

But AI's near-term profit prospects are better for Tencent, according to analysts at Bloomberg

Shares of Chinese giants Alibaba and Baidu have soared. They impose competition to Nvidia

Gemini Space Station

Microsoft and OpenAI announced a tentative agreement that will allow the AI startup to transform itself into a commercial company and attract billions in new investment. Oracle, on the other hand, has seen its shares come under pressure following reports that the growth of its cloud business relies heavily on a single customer, OpenAI. In the crypto sector, Winklevoss Brothers' Gemini IPO priced at $28 per share, generating a valuation of $3.3 billion despite continuing losses. On these and other topics - in our review of key events by the morning of September 12.

Highlights for the morning: Microsoft and OpenAI deal, crypto-IPO Gemini and rally in Asia

The Ant startup is focusing on developing "brains" for robots, rather than hardware that can eventually be outsourced to contractors

Optimus competitor: Jack Ma's project showed a humanoid robot controlled by a neural network

Nebius Group N.V.

Nebius increased its convertible bond offering by $0.75 bln

Artificial intelligence (AI)