Alphabet Inc.

Google's search engine revenue was strong last quarter despite concerns that users were being poached by ChatGPT

Alphabet's revenues beat forecasts, but investors were alarmed by a sharp rise in AI costs

Amazon.com, Inc.

Meta Platforms, Inc.

Analysts forecast a compound annual growth rate of 17% to 30% for the wearable device market

Amazon buys an eavesdropping bracelet. Why are bigtechs entering the AI device race?

The analysts' focus is on the efficiency of the search business, which is facing real competition for the first time in years

The threat to search and investment in AI: what signals Wall Street is waiting for in Alphabet's report

Carlsmed

Shares of Carlsmed, a provider of specialized artificial intelligence-based equipment and software for personalized spine surgeries, have become available to investors on the Freedom customer trading system. The securities are listed under the ticker symbol CARL. They will appear on the Nasdaq exchange in a few hours;

Carlsmed IPO: Shares in Carlsmed, a pioneer in AI spine surgery, become available


Donald Trump has announced a "massive" deal with Japan that includes duties of 15% on US shipments. Amazon buys wearable device owner Bee AI, a generative AI wristband that can analyze conversations and generate tasks and reminders. In documents SpaceX appeared in the language about the possible return of Ilon Musk in politics - in the role of an advisor to Trump. About these and other topics - in our review of key events for the morning of July 23.

Highlights for this morning: agreement with Japan, Musk may return to the White House

Apple Inc.

The prospect of Apple releasing an iPhone with AI features on its own is becoming less and less likely, writes Barron's

'Out of your comfort zone': how could Musk's startup help Apple's AI problems?


Pinterest, Inc.

Investbank sees more than 20% growth potential in the platform's securities

Morgan Stanley has recommended buying Pinterest stock. There are three reasons for this

NVIDIA Corporation

Amazon is betting on AI and cloud services, but investors want proof that the company can use them to boost profits


Amazon's stock is up just 3% this year. Can the company catch up with its competitors?


Block, Inc.

Verizon Communications Inc.

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 will refrain from sharp movements


Taiwan Semiconductor Manufacturing Company Limited

Taiwan Semiconductor, the world's largest contract supplier of chips, reached a capitalization of $1 trillion thanks to growing demand for processors for artificial intelligence and revised forecasts. China ramped up rare earth shipments in June, but volumes are still far from pre-crisis levels. Trump's aides discussed terminating some SpaceX contracts, but recognized most of them as critical to the state. On these and other topics - in our review of key events for the morning of July 21.

Morning Highlights: TSMC passes $1 trillion, China boosts magnet exports by 2.5 times

Apple has lost four key employees over the past few weeks.&nbsp;First, it was reported that Apple Chief Operating Officer Jeff Williams, <a href="https://oninvest.com/article/klucevoj-rukovoditel-apple-uhodit-v-sloznyj-moment-stoit-li-perezivat-investoram">considered</a> the company's second-in-command and a possible successor to CEO Tim Cook, had left the company. Meta later said it had hired <a href="https://www.bloomberg.com/news/articles/2025-07-07/apple-loses-its-top-ai-models-executive-to-meta-s-hiring-spree">chief</a> AI officer Zhuomin Pan. And on Friday, July 18, Bloomberg sources reported that Mark Zuckerberg hired two more <a href="https://www.bloomberg.com/news/articles/2025-07-17/meta-hires-two-key-apple-ai-experts-after-poaching-their-boss?srnd=homepage-europe">employees</a> from Apple's AI division - Mark Lee and Tom Gunther.

Systemic failure: will Apple's reshuffle help it catch up in the AI race

Tesla, Inc.

A startup from China released a GPT-4 level model - what conclusions did the market draw? Gulf countries and China are turning sports into a global tool of influence. Will unmanned cabs win the car market? The most interesting in economists' blogs - in our review.&nbsp;

Artificial intelligence (AI)