Baidu, Inc.

NVIDIA Corporation

Donald Trump says Nvidia's most advanced Blackwell chips will only be available to American companies. OPEC + decided to suspend oil production growth in the first quarter of 2026 amid signs of global oversupply and the fall of Brent prices below $65 per barrel. About these and other topics - in our review of key events for the morning of November 3.

Alibaba Group Holding Limited

Pony AI Inc.

Among Wood's purchases earlier this week are securities of China's Baidu and Pony AI

Cathie Wood bought Alibaba securities after a four-year pause

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SMIC

Cambricon Technologies Corporation Limited

Advances in the development of artificial intelligence and the production of proprietary chips for it have triggered a large-scale rally in the market of technology companies in China. But you should approach investments in the Chinese market with caution, experts warn: you never know where the wind from Beijing will blow.

The Great Chinese Technorally: What risks investors need to be aware of

Nvidia's latest chip for the Chinese market has failed to generate excitement among local customers, Reuters has found out

Huawei has found a way to compete in the AI race with Nvidia even with weaker chips

Baidu securities have risen more than 40% since the beginning of September

Shares of "China's Google" soared 14%. Why did investors rush to buy them up?

Microsoft Corporation

Oracle Corporation

Online ticketing platform StubHub goes public with a valuation of $8.6 billion. Meanwhile, Britain and the United States have struck a $42 billion deal: Nvidia and Microsoft will deploy the country's largest AI supercomputer. TikTok, in turn, got a break again - Donald Trump extended the deal with Oracle and Silver Lake for the fourth time. On these and other topics - in our review of key events for the morning of September 17.

Highlights for this morning: Britain and the US build a supercomputer, StubHub goes IPO

But AI's near-term profit prospects are better for Tencent, according to analysts at Bloomberg

Shares of Chinese giants Alibaba and Baidu have soared. They impose competition to Nvidia

Alibaba is the best bet for an AI infrastructure provider in China right now, says Morgan Stanley

Alibaba shares soared nearly 20% thanks to AI and e-commerce. How much longer do they have to rise?

Apple Inc.

Musk's AI startup has not publicly provided evidence that Apple is giving any advantage to the ChatGPT creator in its App Store

Elon Musk's startup xAI has accused Apple and OpenAI of monopoly collusion

Analysts on average continue to recommend securities of Google's Chinese counterpart to buy

Baidu has become the cheapest stock among China's internet giants. What's wrong with it?

Palantir Technologies Inc.

The Home Depot, Inc.

Viking Holdings Ltd

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: blockchain and Fed news will set the trading vector

Walmart Inc.

Palo Alto Networks, Inc.

The most expected event for Wall Street this week will be the speech of US Federal Reserve Chairman Jerome Powell at the Fed's annual economic symposium in Jackson Hole, Yahoo Finance <a href="https://finance.yahoo.com/news/powells-jackson-hole-speech-walmart-earnings-what-to-watch-this-week-113502376.html#:~:text=The%20investing%20world%20will%20turn%20its%20attention%20to%20northwestern%20Wyoming%20in%20the%20week%20ahead%2C%20with%20Federal%20Reserve%20Chair%20Jerome%20Powell%20set%20to%20give%20his%20most%20important%20policy%20speech%20of%20the%20year%20on%20Friday%20at%20the%20annual%20Jackson%20Hole%20Economic%20Symposium.">writes</a>. This symposium is a platform for statements of the head of the U.S. Central Bank on the future policy of the regulator. Ahead of Powell's speech, which may be his last as Fed chief, markets are <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-feds-powell-comments-at-jackson-hole-in-focus-a7104eb8?mod=economy_lead_pos1#:~:text=U.S.%20money%20markets%20now%20price%20in%20a%2093.5%25%20chance%20of%20a%2025%20basis%2Dpoint%20rate%20cut%20next%20month%2C%20LSEG%20data%20show.">estimating</a> a 93.5% probability of an interest rate cut in September. Signals from Powell regarding the speed and scale of a new cycle of monetary easing will be decisive for the dynamics of stock markets.