Amazon.com, Inc.

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.

Alphabet 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

Meta Platforms, Inc.

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;

New AI from China, sports and diplomacy, the future of robotaxis: what was written about in blogs

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

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

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

Artificial intelligence (AI)