Tesla, Inc.

Late on Wednesday night, July 9, famed technopreneur Ilon Musk <a href="https://x.com/xai/status/1943158495588815072">presented</a> Grok 4, not very modestly (which is pretty typical for Musk) called "the most powerful AI in the world." This could be considered just another stage of the endless <a href="https://oninvest.com/article/souz-zaklatyh-konkurentov-i-rekruting-za-14-mlrd-kak-nacalos-leto-v-sfere-ii">AI race</a>, in which all the leading technology companies are now taking a very active part. However, a number of related events suggest that for Ilon and his entire business empire, Grok is much more than just another AI model.

Musk and "the world's most powerful AI": why the billionaire is putting Grok at the center of his business

Meta Platforms, Inc.

Alphabet Inc.

Leading AI scientists have warned that new models are starting to "think" in a language humans don't understand

OpenAI and Meta developers are losing control of AI reasoning. Is this dangerous?

U.S. stocks have only been as expensive as they are now for three years in the last 40 years

J.P. Morgan: U.S. stocks are overvalued, but still worth buying

Arm Holdings plc

QUALCOMM Incorporated

NVIDIA Corporation

If Arm starts making its own AI chips, it will become a competitor to its own customers, Nvidia and Qualcomm

The analyst advised buying Arm shares. He saw a driver that is not embedded in the price

Microsoft Corporation

The Nasdaq Composite technology index has consistently outperformed the S&P 500 this year


Apollo thinks the bubble around AI has surpassed the dotcom boom. Is it time to sound the alarm?


Taiwan Semiconductor Manufacturing Company Limited

Despite the forecast revision, TSMC still expects 2025 sales below consensus

TSMC has raised its revenue forecast. What does this mean for the bigtechs - from Meta to Google?

Bit Digital, Inc.

Shares of Bit Digital, a publicly traded digital asset platform, soared more than 19% yesterday, July 16. Its subsidiary WhiteFiber, which specializes in AI infrastructure, will be spun off and aims to go public on the Nasdaq, <a href="https://bit-digital.com/press-releases/bit-digital-inc-announces-public-filing-for-whitefibers-proposed-initial-public-offering/">the company announced</a>.

Bit Digital AI infrastructure unit WhiteFiber to be spun off, go public; shares jump

Palantir Technologies Inc.

If they start getting out of the stocks that underpin the current rally, it will have a hard time holding on

'Market on thin ice': UBS warned that retail investors are losing interest in AI

This is also good news for Chinese equities

Nvidia to resume sales of powerful AI chips to China after Trump's softening of stance

The company could become the first to launch a data center with power consumption of more than 1 gigawatt

Meta will build a data center the size of Manhattan for superintelligence. How much does it cost?

Nebius Group N.V.

The company's quotations soared by 16% at the July 14 trading session


Goldman advised to buy shares of AI company Nebius Volozh and expects them to rise by 50%


Amazon.com, Inc.

Walmart Inc.

Amazon held its biggest sale of the year last week - Amazon Prime Day. Online sales remain an important part of the company's business, but now analysts tend to view it as a way to "fuel" the company's entire ecosystem. What's worth keeping an eye on for investors right now?

Artificial intelligence (AI)