Ambiq Micro, Inc.

The company raised $96 million by selling shares near the top of its stated range

Ambiq Micro IPO: Shares of AI chip developer become available


Meta Platforms, Inc.

Tesla, Inc.

AI chip startup Groq is in talks to raise $600 million at a valuation of $6 billion, double its last round in August 2024. Meta is preparing to report quarterly earnings on the back of a massive investment in supercomputing data centers and the hiring of key industry experts, including former OpenAI employees. Meanwhile, South Korea's LG Energy Solution signed a $4.3 billion contract with Tesla to supply LFP batteries for energy storage systems, strengthening its position in the US market. On these and other topics - in our review of key events by the morning of July 30.

Highlights for this morning: LG strikes deal with Tesla, US and China seek compromise on tariffs

Argan, Inc.

NVIDIA Corporation

Microsoft Corporation

Shares of the mid-cap Argan, which provides construction services to the energy sector, have more than tripled over the last 12 months, "smashing" the world's most valuable company, Nvidia, in terms of performance,&nbsp;<a href="https://www.investors.com/research/how-to-find-the-best-stocks-to-buy/argan-stock-smashes-nvidia-meta-tesla-magnificent-seven-stocks/">notes</a>&nbsp;the <i>Investor's Business Daily</i>. It argues that now is a good time to buy Argan stock ahead of a new breakout.&nbsp;&nbsp;

Mid-cap 'data center stock' Argan triples in LTM, trouncing Nvidia

Rambus Inc.

Quotes for the mid-cap company Rambus, which <a href="https://www.rambus.com/memory-interface-chips/">makes</a> chips for AI data centers, <a href="https://finance.yahoo.com/quote/RMBS/">jumped</a> more than 8% in post-market trading yesterday, July 28. The driver was better-than-guided&nbsp;<a href="https://investor.rambus.com/press-releases/press-release-details/2025/Rambus-Reports-Second-Quarter-2025-Financial-Results/default.aspx">revenue</a> for the second quarter.&nbsp;

Mid-cap chip maker Rambus jumps on record second-quarter sales

Alphabet Inc.

Robots, virtual reality and space satellites were among the top technology trends of the year


Not just AI: McKinsey names 13 technologies investors should watch out for


Apple Inc.

The current quarter could be a bottom for Apple from which the company can push back, bank analysts said


'Pretty negative sentiment': why BofA advises buying Apple against the risks


Mira Murati - former CTO of OpenAI and co-founder of startup Thinking Machines Lab - raised $2 billion from investors in July. As <a href="https://techcrunch.com/2025/07/15/mira-muratis-thinking-machines-lab-is-worth-12b-in-seed-round/">noted</a> by TechCrunch, this is one of the largest seed rounds of funding in Silicon Valley history. Thinking Machines Lab's total valuation has reached $12 billion - the company is <a href="https://www.linkedin.com/in/mira-murati-4b39a066/">less than a year old</a>, it hasn't brought a single product to market yet, and Murati hasn't even <a href="https://x.com/miramurati/status/1891918876029616494">told</a> much about what it's going to do yet, other than that it will be a new AI. Still,&nbsp; Thinking Machines Lab is one of the few startups that investors see as a real threat to leading AI modelers like OpenAI, Anthropic and Google DeepMind. Thinking Machines Lab is a level of credibility that many startups can only dream of. Let's try to understand how Albania-born Mira Murati achieved this and what she is going to shake up the market with.

Star on trust: how Mira Murati attracts investment in a startup without a product


Palantir Technologies Inc.

Shares of the civilian and military software developer have soared more than 100% this year, but Piper Sandler still sees upside potential for them

Analysts see high risk in Palantir shares. Why do they advise buying them?

International Business Machines Corporation

The reason for the collapse of quotations could be overestimated expectations of investors after the rally in 2025


Analysts advise buying IBM stock on the decline after the report. The market underestimated it

Charles Schwab Chief Strategist Liz Ann Saunders explains why the stock market is more resilient today than during the dot-com boom times


Don't panic: why shouldn't the AI giant's rally be compared to the dot-com bubble?

Intel Corporation

The new CEO still has work to do to improve the company's competitiveness


Intel's revenue forecast beat expectations. Why did its stock fall?

T-Mobile US, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Artificial intelligence (AI)