NVIDIA Corporation

Meta Platforms, Inc.

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?

Sales are no longer the main thing. What is becoming Amazon's mainstay?

Palo Alto Networks, Inc.

CyberArk Software Ltd

Varonis Systems, Inc.

Analysts expect companies to increase investment in cybersecurity as AI technologies are adopted

Wedbush expects demand for cybersecurity to grow because of AI. What stocks is he betting on?

Tesla, Inc.

Tesla has postponed its annual shareholder meeting to an unprecedentedly late date this year

Tesla shareholders will be asked to vote on xAI investment. Should we be alarmed?

Two weeks ago, Anthropic's research on the ability of AI models to engage in blackmail and corporate espionage stirred up the tech community - almost all of the models tested were willing to violate ethical principles for the sake of self-preservation. But how serious are these threats in the real world? Oninvest analyst Konstantin Gnenny talked to machine learning experts, including those from Silicon Valley, to understand whether AI models should be feared;

Agency bias and blackmail: should we be afraid of AI models

Ilon Musk has announced the formation of a political party, can he succeed where dozens of politicians before him have failed? What U.S. President Donald Trump's Big Beautiful Law initiative could be a step toward unconditional basic income? Why are tech giants building data centers on borrowed time? And finally, why have the number of parties and celebrations declined over the past 20 years? The most interesting things in economists' blogs - in our review.

Artificial intelligence (AI)