Constellation Energy Corporation

Vistra Corp.

NRG Energy, Inc.

If artificial intelligence is the new gold, electricity is the shovel without which it cannot be mined, analysts say

Melius names five stock-beneficiaries of the energy revolution that AI needs to drive

Meta Platforms, Inc.

Falling stocks have heightened fears of an overheating artificial intelligence market

Meta has lost 4% since the beginning of the week: should investors be worried?

Tesla, Inc.

In mid-August, it became known that OpenAI CEO Sam Altman intends to <a href="https://www.ft.com/content/04484164-724e-4fc2-92a2-e2c13ea639bd">back</a> Merge Labs, a company that is developing a brain-computer interface - a class of technology that allows people to control computers using neural signals from the brain, i.e., actually by the power of thought. This further intensifies competition with his former partner and now rival Elon Musk, who launched a similar startup, Neuralink, in 2016. So far, the technology is being used with the noble goal of helping completely paralyzed people to communicate with the world around them again by controlling computer interfaces. However, both billionaires believe that in the long run, this technology will literally save humanity from extinction.

The great merger: why billionaires are getting in our heads

Salesforce, Inc.

The bank's forecast calls for a 29% rise in the S&amp;P 500

Stock market could grow by $16 trillion thanks to AI - Morgan Stanley

Alphabet Inc.

Apple Inc.

The cheapest Pixel smartphone will cost $799 in the US

Google revealed new smartphones with an AI focus. Do they threaten the iPhone?

Palantir Technologies Inc.

The papers of one of the AI leaders have been cheaper for six days in a row

Palantir stock has slipped into a bear market. They are still the best performers in the S&amp;P 500 this year

Switzerland's largest bank UBS advises not to abandon AI investments, but to diversify investments 

Palantir has become the worst performing stock in the S&amp;P 500. AI investor favorite is down for the fifth day

NVIDIA Corporation

In July, the chipmaker became the first company whose capitalization reached $4 trillion

Nvidia could be worth $9 trillion by 2030, says Melius. What risk does he foresee? 

Intel Corporation

The Nasdaq 100 Index, heavily weighted toward technology companies, fell 1.4% on Aug. 19, one of its worst performances since the April selloff. The S&amp;P 500 lost 0.6%, and the Dow Jones once again failed to hold a record before the close. Indexes declined as technology companies related to artificial intelligence, including Nvidia and Palantir, fell. Investors worried about the prospects of an AI-related rally and locked in profits. In particular, they have been spooked by a study showing that 95% of companies get nothing from their investments in generative AI.

The Nasdaq 100 has one of its worst one-day drops since April, the Dow failed to hold a record high

Broadcom Inc.

Micron Technology, Inc.

SOX semiconductor index back to highs after declines

Citi expects the rally in semiconductor stocks to continue. Which securities does he advise?

Palo Alto Networks, Inc.

Analysts call moving all of the company's products to one platform the right decision

Bank of America advised buying Palo Alto stock. What is Wall Street impressed with?

McGraw Hill, Inc.

Seven Wall Street analysts have rated McGraw Hill, the educational publisher that is leaning into AI, a "buy" following its recent IPO. In recent initiations, Deutsche Bank <a href="https://www.cnbc.com/2025/08/18/deutsche-bank-initiates-this-hidden-gem-education-stock-at-a-buy-rating.html">described</a>&nbsp;the company as a “hidden gem,” while JPMorgan <a href="https://www.investing.com/news/stock-market-news/wall-street-analysts-launch-coverage-of-mcgraw-hill-ubs-cautious-goldman-bullish-4198216">called</a>&nbsp;it “a class leader in education.” These endorsements have lifted McGraw Hill’s stock price, though it remains <a href="https://finance.yahoo.com/news/mcgraw-hill-announces-pricing-initial-235000750.html">below</a>&nbsp;the IPO price from less than a month ago.

Artificial intelligence (AI)