Alphabet Inc.

NVIDIA Corporation

Broadcom Inc.

Google is investing $10 billion in Anthropic right now and will invest another $30 billion if the AI startup reaches certain targets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-24/google-plans-to-invest-up-to-40-billion-in-anthropic?embedded-checkout=true">reports </a>.

Google will invest up to $40 billion in Anthropic and provide AI capacity

The company has gained almost 40% of its value in the last month. Is it too late to invest in it?

Broadcom has joined the "club" of companies with capitalization over $2 trillion. There are only six of them

Bank of America Corporation

Morgan Stanley

Robinhood Markets, Inc.

GitLab Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

New York morning: Trump promised a stock market 'boom'

Seaport Research downgraded the shares of data center and cloud services chip maker Broadcom on Wednesday, April 8. This is a rare decision in the case of these securities, which most analysts recommend buying. Goldberg cited risks associated with the company's partnership with Google and AI startup Anthropic, as well as the overall health of the AI chip market.

Broadcom has received a rare downgrade. Anthropic deal could be a problem

Lucid Group, Inc.

Seagate Technology Holdings plc

CVS Health Corporation

Morning in New York: Trump's deadline for Iran in focus

The new agreement will provide Anthropic with computing infrastructure, and Broadcom could bring in as much as $42 billion in revenue next year, according to analysts' estimates

Broadcom shares are on the rise. What do the chipmaker's deals with Google and Anthropic mean for them?

Advanced Micro Devices, 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.

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.