Microsoft Corporation

Broadcom Inc.

CoreWeave, Inc.

A rise in the valuation of developer ChatGPT could push up quotes for a number of tech stocks

OpenAI is preparing to raise investment with a $750 billion valuation. Who will benefit?

Micron Technology, Inc.

Analog Devices, Inc.


The bank recognizes that concerns about the AI bubble will persist, but believes the sector will outperform 

JPMorgan named the favorites for 2026 among chipmakers. Who made it to the top?

NVIDIA Corporation

KLA Corporation

Among the top three stocks, according to the investment bank, are not only the market leaders, but also a lesser-known player

Jefferies named three investment ideas for 2026 in the semiconductor sector. Who is the favorite?

Tesla, Inc.

ServiceNow, Inc.

iRobot Corporation

The Coca-Cola Company

Warner Bros. Discovery, 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 weigh risks in the AI sector

Oracle Corporation

U.S. stocks fell sharply on Friday, December 12, amid the ongoing sell-off of securities related to artificial intelligence. The main catalysts of the sector's decline were Oracle, which became a kind of indicator of the boom in the AI-industry, and rival Nvidia chipmaker Broadcom, whose order volume turned out to be worse than some investors expected. Doubts about the prospects of the two companies have brought concerns about the valuation of the tech giants back to the market.

"The AI bubble is deflating but not bursting": major US indices collapsed on Friday

The Walt Disney Company

Morning in New York: Fed to support bullish sentiment

Shares of contract microprocessor maker Broadcom plunged about 5 percent in the Dec. 11 postmarket, even though its full-year outlook and quarterly results beat analysts' expectations. Investors didn't like the size of the backlog for the next six quarters, which the company announced in a conference call after the report, Bloomberg writes. That said, Broadcom's securities have more than doubled in value since April amid a ramp-up in AI investment by hyperscalers. Investors expect the company to be a key beneficiary of that spending.

Nvidia's rival chipmaker Broadcom gave a strong outlook. What about the stock? 

Marvell Technology, Inc.

Amazon.com, Inc.

Broadcom's market value has jumped more than 70% this year, and analysts still see little upside potential

Broadcom stock has a record - its customer could be Microsoft. What about its competitor's stock

Adobe Inc.

Wall Street is expecting a quarter percentage point cut in the US interest rate during this week's main event - the US Federal Open Market Committee (FOMC) meeting of the US Federal Reserve, which will end with a press conference by Fed chief Jerome Powell. Powell is expected to undertake a so-called hawkish rate cut: with no hint of further monetary policy easing in early 2026, Barron's <a href="https://www.barrons.com/articles/fed-rate-decision-adobe-oracle-costco-broadcom-c2d28c54?mod=RTA#:~:text=But%20Powell%20is%20expected%20to%20deliver%20a%20hawkish%20cut%2C%20meaning%20he%20won%E2%80%99t%20signal%20any%20rate%20cuts%20early%20next%20year.">writes</a>.

Fed rate and Oracle and Adobe reports: what investors need to know this week

Alphabet Inc.

According to DA Davidson, the company could take up to 20% of the AI chip market in a matter of years

Google's AI chips could be its $900 billion 'secret ingredient' - Bloomberg

Chimpaker shares are trading at a multiple at the local lows of October 2023 and July 2022

Nvidia's valuation is near the lows. BofA sees this as a growth opportunity

Broadcom, a contract manufacturer of custom chips for Google's AI servers, has become one of the main beneficiaries of the growth of Alphabet shares, which hit an all-time high on November 25, Investopedia writes. Broadcom shares are up 12% over the past five trading sessions. Most analysts hold a buy recommendation on them, despite the fact that the price is already close to fair.