NVIDIA Corporation

Oracle Corporation

Palantir Technologies Inc.

Wall Street by the end of the summer began to massively withdraw from deals related to artificial intelligence, <a href="https://www.barrons.com/articles/nvidia-ai-stocks-fall-f1443223?mod=RTA">notes </a>Barron's. In trading on Friday, August 29, almost all major companies benefiting from the AI boom were in the negative.

Shares of almost all AI race beneficiaries have fallen in price. Has Wall Street become disillusioned with AI?

Meituan

Alibaba Group Holding Limited

Artificial intelligence helps Alibaba shares appreciate faster than rivals' securities, which rely more on trading

Alibaba's surge in AI revenue has lifted its securities by 11%. What will ensure continued growth?

Cambricon Technologies Corporation Limited

Cambricon Technologies' market value has doubled in the past month due to Chinese investors' bets on the technology sector

Shares of "China's Nvidia" plummet after risk warning

Microsoft Corporation

Microsoft has begun testing its first AI model, MAI-1-preview, which is fully trained in-house and should improve the capabilities of its Copilot assistant, it <a href="https://microsoft.ai/news/two-new-in-house-models/">said </a>in a corporate blog post. It could increase competition with ChatGPT chatbot developer OpenAI, in which the tech giant has invested more than $13 billion, CNBC <a href="https://www.cnbc.com/2025/08/28/microsoft-tests-mai-1-preview-ai-model-boost-to-copilot-rival-openai.html">noted </a>.

Microsoft is testing an entirely proprietary AI model. This will increase competition with OpenAI

There remain at least four bears on Wall Street who aren't overly impressed with the reporting of the world's top AI processor vendor

Analysts raised Nvidia's target for growth. Why are others expecting a 45% collapse?

Salesforce, Inc.

The company's papers are trading at their lowest premium in a decade

Salesforce is one of the worst performing stocks in the Dow Jones. Why is it interesting to analysts again?

CoreWeave, Inc.

Cantor Fitzgerald recommended investors to buy shares of cloud computing provider CoreWeave, estimating their growth potential at almost 20%. Despite the drop in CoreWeave's quotes by a third after the disclosure of the quarterly loss, the analyst believes that the expansion of the customer base and strengthening of infrastructure may become drivers of further growth of the company. However, Wall Street also points to the risks to CoreWeave's business due to its high dependence on large customers and limited funding and energy capacity, which makes the company's prospects less certain.

CoreWeave stock has collapsed 35% in two weeks. Why does one analyst advise buying?

Snowflake Inc.

CrowdStrike Holdings, Inc.

Everpure

Kohl's Corporation

Photronics, Inc.

The J. M. Smucker 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: Nvidia results will determine the course of trading

Nvidia's performance is considered an important indicator of the health of the entire AI industry, but most analysts considered the market's reaction to be overblown 

Nvidia's revenue from its key AI business fell short of forecasts. Shares fell

MongoDB, Inc.

MongoDB bankruptcy rumors have been exaggerated, says Barron's

Shares of the database software developer soared after the report. It's a beneficiary of the AI race

Semiconductor Manufacturing International Corporation

Factories producing processors for Huawei are increasing capacity after the U.S. restricted China's access to Nvidia's flagship chips

FT: China wants to triple output of AI chips in race with US. Which companies are at the forefront

Apple Inc.

Alphabet Inc.

Experts warn: integrating Gemini into Apple will undermine Siri's uniqueness

Artificial intelligence (AI)