SiTime Corporation

The company literally provides the "heartbeat" of the chips

UBS advised buying shares of the Apple supplier. It is the next beneficiary of the AI boom

Vistra Corp.

Public Service Enterprise Group Incorporated

Talen Energy Corporation

With the development of energy-hungry AI, the bank expects nuclear power investment to reach $2.2 trillion by 2050

Morgan Stanley names three beneficiary stocks of the "nuclear renaissance"

Apple Inc.

The company's shares rose to their highest since March in trading on Aug. 13

Lagging in the AI race Apple wants to make desktop robots the center of its AI strategy

CoreWeave, Inc.

CoreWeave's stock price volatility could jump on Aug. 14, when early investors will have the right to sell shares that have gone up in value

"Demand is booming": the hype around AI has led CoreWeave to a multiple of losses

NVIDIA Corporation

Advanced Micro Devices, Inc.

Cambricon Technologies Corporation Limited

In addition to Nvidia, AMD's AI gas pedals are also subject to the restrictions

China has urged companies not to use Nvidia chips. How will this affect their exports?

Rumble Inc.

Northern Data AG

Video-sharing platform and cloud services provider Rumble, which <a href="https://www.reuters.com/business/truth-social-host-rumble-weighs-near-12-billion-deal-northern-data-2025-08-11/">hosts</a>&nbsp;Trump-founded Truth Social,&nbsp;<a href="https://s3.amazonaws.com/b2icontent.irpass.cc/2730/rl153736.pdf">plans</a>&nbsp;to buy German data-infrastructure company Northern Data Group. The result would be a player worth about $4.5 billion. The market reaction was mixed: shares of Rumble <a href="https://finance.yahoo.com/quote/RUM/">jumped</a>&nbsp;3% yesterday, August 11, while Northern Data&nbsp;<a href="https://finance.yahoo.com/quote/NB2.DE/">plunged</a>&nbsp;more than 19%.

'Conservative YouTube' Rumble looks to bolster cloud business with $4.5 bln merger

Since the end of 2022, the markets have been euphoric: each new generation of AI models causes bouts of optimism, and the quotations of AI-related technology companies are growing by tens and hundreds of percent. But beyond the hype and flashy headlines in the media and investor communities, there is another, more objective indicator - the behavior of the government and corporate bond market. Economist Denis Elakhovsky has studied the research and found out that after the releases of the largest AI models, long-term rates are falling - as if investors are laying down not for accelerated growth, but for risks and stagnation.

Artificial intelligence and economic growth: market reaction to the release of new AI models

Tesla, Inc.

Musk, who owns ChatGPT's rival chatbot Grok, threatened Apple with "legal action"

Musk accused Apple of unfairly promoting ChatGPT on the iPhone

Intel Corporation

Donald Trump has toned down his rhetoric against Intel CEO Lip-Bu Tan, whom he previously suspected of having ties to China. Elon Musk, in a continuation of his feud with OpenAI, accused Apple of antitrust violations over its promotion of ChatGPT in the App Store and threatened a lawsuit. On the stock market, ticket marketplace StubHub, which previously suspended its offering due to fare turbulence, decided to go public on the New York Stock Exchange in September in an effort to strengthen its position in a competitive industry. On these and other topics - in the review of key events by the morning of August 12.

Micron Technology, Inc.

AI chip memory market will grow at an average annual rate of 30% through 2030, manufacturers estimate

"A slap in the face to all the bears": Mizuho raises Micron target after improved outlook

The company's shares jumped almost 7% after that, and the investment bank's target price is already below current quotes

JPMorgan doubled its target on CoreWeave ahead of its report. But optimism is cautious

C3.ai, Inc.

In trading on August 11, the company's value collapsed by a third - to the lowest in 2.5 years

Artificial intelligence (AI)