Microsoft Corporation

The US Federal Reserve left the rate unchanged, but revised its inflation and growth forecasts, reinforcing fears of possible "moderate stagflation". In parallel, tense negotiations continue between Microsoft and OpenAI: the former threatens to withdraw from the deal if it does not get more favorable terms of access to AI technologies, while the developer ChatGPT seeks to complete the transformation into a commercial structure and attract funding. Against a backdrop of geopolitical instability, Donald Trump is considering a military strike on Iran, heightening tensions over the conflict with Israel. About these and other topics - in the review of key events for the morning of June 19.

OpenAI has started selling its chatbot at a discount. This is a blow to its investor Microsoft

Broadcom Inc.

Tesla, Inc.

Broadcom ranked seventh among S&P 500 players by market capitalization, surpassing Berkshire Hathaway investment guru Warren Buffett's Berkshire Hathaway


"A worthy replacement for Tesla": analysts have named a new candidate for the Magnificent Seven

Oracle Corporation

The analyst sees a 20% growth potential for the company's securities

Guggenheim raised its target price on Oracle stock to the highest level on Wall Street

AI is the first real growth driver for Oracle in a long time, HSBC analyst says


Crucial point for Oracle investors: wait for rally to continue or take profits

Amazon.com, Inc.

First Solar, Inc.

Eli Lilly and Company

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Middle East conflict increases uncertainty

Cisco Systems, Inc.

Analyst considers Cisco's current market valuation to be "not onerous"

Deutsche Bank advised to buy Cisco shares: the company has caught a tailwind from AI


CoreWeave, Inc.

In the 2.5 months since CoreWeave's IPO, its stock price has risen 300%


BofA doesn't advise buying shares of "Nvidia protégés". Is their rally over?


Meta Platforms, Inc.

Since the beginning of the year, Meta shares have risen more than the securities of other Magnificent Seven players


"Meta plays offense, Alphabet plays defense": is Zuckerberg's bet on AI justified?

Alphabet Inc.

The AI industry began 2025 with the announcement of the unprecedented <a href="https://oninvest.com/article/klub-zaklatyh-druzej-cto-takoe-ii-megaproekt-stargate">$500 billion Stargate <a href="https://oninvest.com/article/klub-zaklatyh-druzej-cto-takoe-ii-megaproekt-stargate">mega project</a>, and then followed it up with an equally unprecedented <a href="https://oninvest.com/article/cernyj-lebed-iz-kitaa-sposoben-li-deepseek-izmenit-rynok-ii">$1 trillion drop</a> in markets following the release of China's DeepSeek AI model, which turned out to be just as good and significantly cheaper than its American competitors. We are, of course, fortunate to witness in real time a technological revolution comparable in scale to the invention of the Internet. Apparently, there's a reason why the word "unprecedented" is mentioned 64 times in a report on AI by renowned technology analyst and investor Mary Meeker (though I teased about it when <a href="https://oninvest.com/article/kakoe-budusee-ii-prorocit-diva-interneta-meri-miker-ne-uvidevsaa-puzyr-dotkomov">wrote</a> about her last week). And now, the year that started so brightly hasn't even reached the halfway point, and the ever-burgeoning AI market continues to be shaken by events that, in the apt <a href="https://techcrunch.com/2025/06/11/can-scale-ai-and-alexandr-wang-reignite-metas-ai-efforts/">expression</a> of TechCrunch, have investors and analysts "scratching their heads."

An alliance of arch rivals and $14 billion recruiting: how the AI industry kicked off the summer

Nebius Group N.V.

On Friday morning, June 13, Israel launched large-scale airstrikes against Iran's nuclear and military facilities. Iran responded by attacking the Jewish state's territory with drones and ballistic missiles. In the same week, the first crash of the Boeing 787 Dreamliner occurred. It also became known that Meta CEO Mark Zuckerberg is hiring a special team for an AI breakthrough. Read about the main news from June 9 to June 13 in our review;

Highlights of the week: Israel-Iran conflict, Dreamliner crash, footage for Meta

Inuvo, Inc.

Inuvo, an advertising technology and AI company that develops and sells AI-powered solutions for brands and agencies, <a href="https://finance.yahoo.com/quote/INUV/">soared</a> more than 17% yesterday, June 12. It&nbsp;<a href="https://inuvo.com/inuvo-reaffirms-25-q2-yoy-growth-guidance-and-completes-110-reverse-stock-split/">confirmed</a> that its second-quarter revenue will be up at least a quarter versus the previous-year period and completed a reverse stock split. The latter is meant to attract institutional investors,&nbsp;<a href="https://investor-update.com/unlocking-growth-opportunities-why-targeting-institutional-investors-matters">reducing</a>&nbsp;risks for them, while giving Inuvo greater stability.&nbsp;&nbsp;

Artificial intelligence (AI)