Oracle Corporation

Oracle shares have nearly doubled in price since the start of 2025

Oracle's stock has soared to record highs. Wall Street thinks this is just the beginning

The amount of the deal is many times the current revenue of the owner of ChatGPT

Oracle signs one of the largest cloud contracts in history with OpenAI - WSJ

Alphabet Inc.

Investment Bank raised its target price on shares of Google's holding company by 25% 

ChatGPT is not a hindrance: Evercore named Alphabet stock a favorite among blue chips

Apple Inc.

NVIDIA Corporation

Figma

Intel Corporation

Nvidia shares lost 3.5% after a weak report on key AI chips and uncertainty over exports to China. Intel warned that having a new shareholder - the US government - could complicate the company's overseas business. Figma's quotes collapsed after neutral Wall Street estimates, analysts consider the company's shares overvalued. Core inflation in the U.S. in July rose at the fastest pace in five months. About the main events from August 25 to 29 - in our review.

Highlights of the week: Nvidia and Figma disappointment, Intel risks, Apple expectations

Northrop Grumman Corporation

Lockheed Martin Corporation

Microsoft Corporation

OpenAI risks postponing restructuring until next year due to protracted negotiations with Microsoft. The U.S. is discussing the expansion of the role of the state in strategic industries: after receiving a 10% stake in Intel, the authorities are considering the possibility of participation in the capital of defense contractors, including Lockheed Martin. On the commodity markets, the pressure is intensified by the forecast of Goldman Sachs: by the end of 2026, the oil surplus may reach 1.8 million barrels per day, which will bring down the price of Brent. These and other topics are covered in our review of key events for the morning of August 27.

UnitedHealth Group Incorporated

Berkshire Hathaway Inc.

US and Russian Presidents Donald Trump and Vladimir Putin held talks on Ukraine in Alaska on Friday. On his way to Anchorage, Trump told reporters that duties on chip imports could reach 300%. Earlier in the week, USA stock markets rose to new records amid expectations of a Fed rate cut. Perplexity unexpectedly offered to buy Google's Chrome browser, and the US administration is exploring buying a stake in Intel. Sam Altman is preparing to launch a startup that will become a competitor of Elon Musk's Neuralink - the rivalry between them is intensifying. The main events of August 11-15 are in our review.

Highlights of the week: US-Russia summit, White House and Intel stake, buyer for Chrome

Tesla, Inc.

Musk, who owns ChatGPT's rival chatbot Grok, threatened Apple with "legal action"

Musk accused Apple of unfairly promoting ChatGPT on the iPhone

Sam Altman called the development an important step toward general artificial intelligence (AGI)

"A team of experts with doctoral degrees": OpenAI showed a new AI model of GPT-5

The AI revolution is rapidly changing many sectors of the economy, including the very internet in which it originated and without which it would probably not have been possible. Recently, articles have become popular about how the internet, at least as we've known it, is <a href="https://qz.com/internet-future-google-search-ai">"dying"</a> or even already "<a href="https://www.vice.com/en/article/the-internet-is-dead-and-you-killed-it/">dead"</a>. Strong statements are good for headlines, but I'd rather say that the internet is reinventing itself under the influence of AI, and this process holds both dangers and opportunities.

How invisible robot wars are changing the internet


Nvidia has placed an order for 300k H20 chips from TSMC amid renewed US approvals for shipments to China. Meanwhile, in China, startup Z.ai has released an open-source AI model, GLM-4.5, capable of running on just eight H20 chips - yet claiming to be a leader in efficiency, competing with DeepSeek and OpenAI. In the autonomous transportation market, Waymo, an Alphabet company, has announced it will launch a robotaxi in Dallas in 2026 in partnership with Avis. On these and other topics - in our review of key events for the morning of July 29.

Highlights for this morning: Nvidia ramps up chip production for China and a new DeepSeek competitor

Google's search engine revenue was strong last quarter despite concerns that users were being poached by ChatGPT

Alphabet's revenues beat forecasts, but investors were alarmed by a sharp rise in AI costs

SailPoint, Inc.

Qualys, Inc.

SentinelOne, Inc.

While AI has become a powerful tool for attackers, it dramatically strengthens cyber defenses as well