NVIDIA Corporation

Advanced Micro Devices, Inc.

Analysts' main expectations are not related to the company's current results, but to the outlook 

Morgan Stanley raised its target on Nvidia shares ahead of the report. What to expect from it?

Entegris, Inc.

Microsoft Corporation

Broadcom Inc.

Microsoft has become the second largest new position in the renowned investor's portfolio

Betting on chips and banks: how has billionaire Druckenmiller's portfolio changed?

Nebius Group N.V.

Investment firm Wedbush has added the Yandex co-founder's startup to its list of potential AI leaders  

Next door to Meta and Palantir: startup Nebius has made it to Wedbush's AI Leaders Index

Caterpillar Inc.

Artificial intelligence requires large-scale construction of energy infrastructure for data processing centers. Equipment manufacturers are already capitalizing on this.

Caterpillar: how to stand in the shadow of the AI revolution and make money

Meta Platforms, Inc.

Spotify Technology S.A.

Universal Music Group N.V.

The band The Velvet Sundown has suddenly become popular, at the time of writing they have almost a <a href="https://open.spotify.com/artist/2GRtyAXWUiisGYub5SGMrb">million</a> regular listeners and some songs <a href="https://open.spotify.com/artist/2GRtyAXWUiisGYub5SGMrb">have racked up</a> over 2 million listens on Spotify. She performs a mix of indie and pop rock, and the <a href="https://www.theguardian.com/technology/2025/jul/14/an-ai-generated-band-got-1m-plays-on-spotify-now-music-insiders-say-listeners-should-be-warned#img-1">photo</a> from the "concert" shows the four performers, in classic images of rock musicians from the '70s, singing inspirationally from the stage. The only nuance is that everything from the music to the band photos was created by AI. How are AI tracks, artists and apps changing the landscape of the music industry, what's in store for labels and artists, and how can they capitalize on it?

Almost live music: How artificial intelligence is taking over the charts

Alphabet Inc.

Intel Corporation

UnitedHealth Group Incorporated

Berkshire Hathaway Inc.

US and Russian Presidents Donald Trump and Vladimir Putin held talks on Ukraine in Alaska on Friday. On his way to Anchorage, Trump told reporters that duties on chip imports could reach 300%. Earlier in the week, USA stock markets rose to new records amid expectations of a Fed rate cut. Perplexity unexpectedly offered to buy Google's Chrome browser, and the US administration is exploring buying a stake in Intel. Sam Altman is preparing to launch a startup that will become a competitor of Elon Musk's Neuralink - the rivalry between them is intensifying. The main events of August 11-15 are in our review.

Highlights of the week: US-Russia summit, White House and Intel stake, buyer for Chrome

Oracle Corporation

The value of the cloud service approached $700 billion on Aug. 15

'Structural winner in AI': Mizuho expects Oracle's capitalization to grow to $1 trillion

Palantir Technologies Inc.

Even one of the main beneficiaries of the AI boom, Nvidia, has never bargained as expensively as Palantir, Left emphasizes

The battle of the titans: why does famed shortstop Andrew Left bet against Palantir?

TeraWulf Inc.

The market capitalization of TeraWulf, which is involved in AI infrastructure in addition to mining, increased 1.5 times in one day

Google has invested $1.8 billion in a mining company. Its stock soared

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

Artificial intelligence (AI)