ASML Holding N.V.

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

ASML is investing €1.3 billion in European competitor OpenAI. What does this mean?

Chevron Corporation

Uber Technologies, Inc.

Tesla, Inc.

Broadcom Inc.

Kenvue Inc.

Advanced Micro Devices, Inc.

FASTENAL CO. R

Guidewire Software, 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: focus on possible duty removal and threat to Fed independence

The Goldman Sachs Group, Inc.

Morning in New York: inflation statistics will curb buying


Taiwan Semiconductor Manufacturing Company Limited

ASML stock selloff could bring down the entire semiconductor sector

ASML beat earnings and order forecasts. Why is the stock falling?

If ASML's quarterly results beat Wall Street's expectations, the analyst recommends locking in profits


The analyst is no longer advising to buy ASML stock. What is his investment before the report?

Netflix, Inc.

JPMorgan Chase & Co.

Despite the flood of news about duties, investors on Wall Street have already gotten comfortable with the so-called TACO strategy - betting that U.S. President Donald Trump will threaten duties but eventually back down and the stock markets will rebound from the decline, <a href="https://www.barrons.com/articles/wells-fargo-citi-netflix-j-j-and-more-stocks-to-watch-this-week-cebf9895?mod=RTA#:~:text=Despite%20a%20flurry%20of%20tariff%2Drelated%20headlines%2C%20investor%20reaction%20was%20muted%2C%20unlike%20in%20April%2C%20as%20Wall%20Street%20has%20become%20comfortable%20with%20the%20TACO%20trade.">writes</a> Barron's.&nbsp;Ahead is the new reporting season, which will test the S&amp;P 500's rally of the past three months.

US and EU inflation, bank earnings and TSMC: what investors need to know this week

Nutrien Ltd.

Barrick Mining Corporation

The list includes manufacturers of basic materials, high-tech equipment and North America's largest wireless infrastructure operator