Broadcom Inc.

NVIDIA Corporation

Marvell Technology, Inc.

Almost all analysts on Wall Street advise buying shares of one of the main beneficiaries of the AI boom

Broadcom has improved its AI revenue outlook. It has a new major customer

Salesforce, Inc.

American Eagle Outfitters, Inc.

Figma

C3.ai, Inc.

Alphabet Inc.

Apple Inc.

ConocoPhillips

HealthEquity, Inc.

Dollar Tree Inc. R

Macy's, Inc.

Meta Platforms, Inc.

Microsoft Corporation

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

A morning in New York: technology remains in focus

The chipmaker will release third-quarter results on Thursday, Sept. 4

'Use the dip to buy': why Melius expects drawdown after Broadcom report

The U.S. Bureau of Labor Statistics employment report, which will be released this week, may remove the last doubts about the Fed's interest rate cut as early as September - if job growth remains weak, <a href="https://www.barrons.com/articles/jobs-inflation-salesforce-broadcom-macys-stocks-0aa838e0?mod=RTA#:~:text=The%20Bureau%20of%20Labor%20Statistics%E2%80%99%20jobs%20report%2C%20to%20be%20released%20on%20Friday%2C%20can%20all%20but%20make%20an%20interest%2Drate%20cut%20official%20at%20the%20Federal%20Open%20Market%20Committee%E2%80%99s%20next%20meeting%20if%20jobs%20growth%20continues%20to%20be%20weak.">writes</a> Barron's. Fed Chairman Jerome Powell called the current labor market <a href="https://www.federalreserve.gov/newsevents/speech/powell20250822a.htm#:~:text=it%20is%20a-,curious,-kind%20of%20balance">"curious" a</a> week and a half ago <a href="https://www.federalreserve.gov/newsevents/speech/powell20250822a.htm#:~:text=it%20is%20a-,curious,-kind%20of%20balance">, with</a> slow job growth and few layoffs at the same time. This is keeping unemployment low by historical standards.

Salesforce, Broadcom and an important Fed report: what investors need to know this week

BofA no longer recommends buying Marvell stock. What's wrong with this chipmaker?

Analysts are expecting strong third-quarter results from chipmaker Broadcom, it will announce them in a week's time

'Second only to Nvidia': Oppenheimer recommended buying shares of AI boom beneficiary

Chipmaker Broadcom is strengthening partnerships with Meta, Alphabet and China's ByteDance, and their AI capex is growing, explains Citi

The AI boom is not over: Citi recommended buying shares of partner Meta, Google and Apple

Palantir Technologies Inc.

Intel Corporation

The Nasdaq 100 Index, heavily weighted toward technology companies, fell 1.4% on Aug. 19, one of its worst performances since the April selloff. The S&amp;P 500 lost 0.6%, and the Dow Jones once again failed to hold a record before the close. Indexes declined as technology companies related to artificial intelligence, including Nvidia and Palantir, fell. Investors worried about the prospects of an AI-related rally and locked in profits. In particular, they have been spooked by a study showing that 95% of companies get nothing from their investments in generative AI.

The Nasdaq 100 has one of its worst one-day drops since April, the Dow failed to hold a record high

Micron Technology, Inc.

SOX semiconductor index back to highs after declines

Citi expects the rally in semiconductor stocks to continue. Which securities does he advise?

Advanced Micro Devices, Inc.

U.S. President Donald Trump, speaking to reporters on Friday aboard Air Force One, suggested that duties on U.S. semiconductor imports could rise by up to 300%, Bloomberg <a href="https://finance.yahoo.com/news/trump-says-semiconductor-tariffs-coming-125909996.html">reports</a>.

Trump says chip duties could reach 300%. Nvidia and AMD shares fell

AMD and Broadcom will be the main beneficiaries of Microsoft and Meta's capex growth, according to Citi analysts


Nvidia and eight other stocks. Which companies to bet on after the Microsoft report?

Cadence Design Systems, Inc.

The list ranges from popular beneficiaries of the AI boom like Nvidia to less obvious software and hardware developers