NVIDIA Corporation

Advanced Micro Devices, Inc.

Broadcom Inc.

Marvell Technology, Inc.

Intel Corporation

Shares of Nvidia, AMD and Marvell have fallen sharply in price

The US may impose export licensing on all AI chips. What does this mean for the market?

CrowdStrike Holdings, 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: investors remain cautious

OpenAI has increased annual revenue to more than $25 billion and is expanding aggressively in the enterprise market, competing with Anthropic and Google. Broadcom expects AI chip sales to exceed $100 billion by 2027. On these and other topics - in our review of key events by the morning of March 5.

Highlights for this morning: new Anthropic and Pentagon talks, $25 billion in OpenAI revenue

Quarterly results of chipmaker Broadcom exceeded Wall Street forecasts. Revenue <a href="https://www.prnewswire.com/news-releases/broadcom-inc-announces-first-quarter-fiscal-year-2026-financial-results-and-quarterly-dividend-302704490.html">increased </a>29% year-over-year to $19.31 billion versus expectations of $19.18 billion, CNBC <a href="https://www.cnbc.com/2026/03/04/broadcom-avgo-q1-earnings-report-2026.html">reports </a>. Adjusted earnings per share came in at $2.05, while analysts had expected $2.03.

Broadcom failed to impress the market with its revenue forecast. What about the stock?

Amazon.com, Inc.

Tesla, Inc.

Micron Technology, Inc.

U.S. stocks rose sharply on Wednesday, March 4, continuing the recovery that began at the end of the previous session. The market was led by technology companies. The rally was also helped by the easing of investors' fears of a slowdown in economic growth in the U.S., thanks to fresh data on private sector employment and growth in the U.S. service sector.

Tech company recovery rally and volatile oil: results of the fifth day of war with Iran

Target Corporation

The key macroeconomic publication of this week is the February US jobs report: the Fed uses labor market data to guide its interest rate decisions. For <a href="https://www.barrons.com/articles/jobs-crowdstrike-target-broadcom-costco-and-more-to-watch-this-week-d30456fe?mod=RTA#:~:text=The%20Bureau%20of%20Labor%20statistics%20will%20release%20the%20jobs%20report%20Friday%2C%20returning%20to%20its%20normal%20landing%20spot%20for%20the%20first%20time%20since%20early%20September.">the first time</a> since September 2025, they will be released on schedule. In Europe, investors' attention will be focused on inflation data in the eurozone, and in Asia - on the annual session of the Chinese parliament, according <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-jobs-data-in-focus-853350ce?mod=central-banking_news_article_pos2#:~:text=U.S.%20jobs%20data%20will%20mark,annual%20parliamentary%20sessions%20are%20in%20focus.">to</a> The Wall Street Journal.

Broadcom, US employment and Beijing's goals: what investors need to know this week

The company is building mega-factories in New York and Idaho to reduce the technology gap between memory chips and AI infrastructure

Micron is taking over the US: chipmaker to invest $150 billion in factories due to AI memory shortage

Meta Platforms, Inc.

Alphabet Inc.

Forced business model shifts in the race for AI leadership are robbing tech giants of their previous investment appeal

Amazon stock has entered a bear market phase. Which Magnificent 7 is next in line?

Apple Inc.

Billionaire Ken Fisher, who heads Fisher Investments and is known for his "contrary to the market" predictions, has revealed his fourth-quarter 2025 deals. According to the <a href="https://www.sec.gov/Archives/edgar/data/850529/000085052926000002/0000850529-26-000002-index.html">13F report</a>, the investor ended the year with a massive rotation in bonds and strengthened positions in semiconductors, which continue to dominate his strategy. The fund's total assets under management rose 6% to $293 billion.

Broadcom, Apple and Chipotle: How billionaire Ken Fisher's portfolio has changed

Quotes for chipmaker Nvidia jumped nearly 8% on Friday, February 6. That's the strongest increase in nine months, according to Dow Jones Market Data <a href="https://www.marketwatch.com/story/nvidias-stock-shoots-toward-best-day-since-april-as-tech-sector-rebounds-7211f5bd">cited</a> by MarketWatch. Investors have started actively buying up securities of companies that could benefit from the colossal spending that tech giants have promised to devote this year to infrastructure for artificial intelligence. Friday's rally ended Nvidia's longest losing streak since Sept. 3, when the stock fell in price for five consecutive trading sessions due to a general market sell-off.

Nvidia has its best growth since April. It could be the beneficiary of Big Tech's giant spending spree

Caterpillar Inc.

Palantir Technologies Inc.

Oracle Corporation

The bull market is not dead, but aging, according to investment firm Bellwether Wealth

The Dow Jones broke the 50,000-point mark for the first time. The market rebounded after the sell-off

The semiconductor sector is entering the phase of the "game of musical chairs", believes Bank of America analyst Vivek Arya, <a href="https://finance.yahoo.com/news/bofa-says-the-chip-reshuffle-makes-nvidia-a-compelling-value-play-203403961.html">writes</a> Yahoo Finance. But the most obvious market participants can win in this game, the expert believes.