Taiwan Semiconductor Manufacturing Company Limited

The largest chip maker's quarterly sales were also the highest on record

TSMC reported record profits and beat forecast thanks to demand for AI chips

ASML Holding N.V.

Walmart Inc.

Bank of America Corporation

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: information vacuum, new reports and the Fed's Beige Book

The AI boom has made the chip equipment maker Europe's most valuable public company

ASML has promised that its sales will not decline in 2026. Will the rally continue?

JPMorgan Chase & Co.

This week, investors are likely to be left in the dark about a number of key US macroeconomic indicators - their publication has been postponed due to the government shutdown that has lasted for 13 days. Data - from import prices and retail sales to wages and jobless claims - are very likely to be excluded from the publication calendar, Yahoo Finance <a href="https://finance.yahoo.com/news/stocks-dip-as-government-shutdown-continues-rare-earths-rally-what-to-watch-this-week-114600627.html#:~:text=In%20the%20week%20ahead%2C%20the%20market%20will%20continue%20to%20fly%20blind%20on%20several%20key%20points%20of%20economic%20data%20that%20would%20normally%20publish%20if%20not%20for%20the%20gridlock%20in%20Washington.%20Figures%20ranging%20from%20import%20prices%20and%20retail%20sales%20to%20hourly%20earnings%20and%20jobless%20claims%20are%20likely%20to%20be%20missing%20from%20the%20calendar.">writes</a>.<br><br>The main macroeconomic release this week for Wall Street was supposed to be the Consumer Price Index (CPI) for September in the U.S. The Bureau of Labor Statistics had planned to publish it on October 15, but <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">postponed</a> it to October 24. To work on it, the agency recalled some employees from vacation. If the report on inflation will be prepared on time, the Fed will receive it before its meeting on interest rates, which is scheduled for October 28-29, <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">notes</a> Bloomberg.

Wall Street bank earnings, ASML and TSMC: what investors need to know this week

The Dutch producer's stock posted its biggest intraday decline since July

A U.S. congressional committee accused ASML of promoting China's chip industry. The stock fell

Wall Street is betting on a rise in equipment orders for the Dutch company next year

ASML stock has its third upgrade in a month. What prospects do analysts see?

Intel Corporation

NVIDIA Corporation

Bank of America believes that shares of Dutch chip equipment manufacturer ASML may become the main beneficiary of the deal between Nvidia and Intel for $5 billion. The bank's analyst raised the target price of the company's securities and retained the advice to buy them. BofA is convinced: strengthening of Intel's positions in the market of data centers and PCs will be a favorable factor for companies producing equipment for chip production.

BofA names the beneficiary of the Intel and Nvidia deal. Why could its stock rise 16%?

Apple Inc.

Oracle Corporation

Microsoft Corporation

The week of September 8-12 was rich in big deals. Nebius signed a contract with Microsoft for $17.4 billion and raised $3.75 billion in funding, Oracle signed an agreement with OpenAI for $300 billion, and ASML invested €1.3 billion in French startup Mistral AI - the deal raised its valuation to €11.7 billion. At the same time, investors were not impressed by Apple's new products, and Kering postponed the buyout of fashion house Valentino until 2028. The main events of the week are in our review.

Highlights of the week: new iPhone, Nebius deal, Oracle takes off

Nvidia also participated in the investment round of French AI startup Mistral AI

ASML has become the largest shareholder in EU rival OpenAI. What can hinder the alliance?

France's Mistral to become Europe's most expensive artificial intelligence startup

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