NVIDIA Corporation

CoreWeave, Inc.

CoreWeave shares jumped nearly 9% in trading on Sept. 15

CoreWeave signed a $6.3 billion contract with Nvidia, protecting it from falling demand

Apple Inc.

Alphabet Inc.

Apple is leaving AI chief Robbie Walker, sources told Bloomberg on Friday. He was responsible for creating a new Web search engine to compete with Perplexity and ChatGPT. It was scheduled to launch next year - and was expected to close Apple's gap in the AI race. The news of the alleged departure of a key employee came 3 days after the traditional iPhone presentation. Journalist Roman Mighty wrote why Apple decided not to catch up with competitors, but to use their developments - as it was already under Steve Jobs.

Intelligence for hire: will Apple's presentation help it get back in the big game

Broadcom Inc.

Nvidia could lose about $12 billion in revenue in 2026 due to increased competition, analyst says

A Citi analyst lowered his target price on Nvidia stock. What does he fear?

ASML Holding N.V.

France's Mistral to become Europe's most expensive artificial intelligence startup

ASML is investing €1.3 billion in European competitor OpenAI. What does this mean?

lululemon athletica inc.

DocuSign, 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: employment data will determine the market vector

Donald Trump signed an agreement with Japan, imposing duties of 15% on most imported goods and obliging Tokyo to invest $550 billion in US projects. The US president also threatened "substantial" semiconductor tariffs on companies that do not localize production in the US. OpenAI, together with Broadcom and TSMC, is preparing to release its own AI chip to reduce dependence on Nvidia. These and other topics - in our review of key events by the morning of September 5.

Highlights for this morning: US-Japan deal, Trump presses on duties, OpenAI prepares its chip

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

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

Nebius Group N.V.

CoreWeave and Nebius Group have similar businesses. Both companies build full-service infrastructure for AI developers. They share a common partner, Nvidia, which not only supplies them with their AI gas pedals, but also owns stakes in both companies. Both CoreWeave and Nebius have reported impressive Q2 2025 numbers, but investors have taken them differently. Which is something to consider when adding shares of these companies to your portfolio.

CoreWeave vs Nebius Group: why such similar companies will suit different investors

Cambricon Technologies Corporation Limited

Semiconductor Manufacturing International Corporation

Factories producing processors for Huawei are increasing capacity after the U.S. restricted China's access to Nvidia's flagship chips

FT: China wants to triple output of AI chips in race with US. Which companies are at the forefront

Traders are predicting Nvidia shares will fall or rise 6% after the release of its quarterly results

"More important than the Fed": what does the market expect from Nvidia's quarterly report?

Advanced Micro Devices, Inc.

In the past, Truist predicted AMD's near-zero share in the AI chip segment, but that has now changed

Truist advised buying shares of major rival Nvidia on the eve of its reports

Intel Corporation

Taiwan Semiconductor Manufacturing Company Limited

On Friday, August 22, Intel officially <a href="https://newsroom.intel.com/corporate/intel-and-trump-administration-reach-historic-agreement">confirmed</a> that the U.S. government received 9.9% of the company and became its largest shareholder. Measures of this kind are usually taken in crisis situations, when the collapse threatens entire industries. This was the case, for example, with General Motors and Chrysler in 2009 - then the Obama administration bought their shares to <a href="https://www.latimes.com/business/story/2025-08-21/heres-why-you-dont-want-the-trump-administration-to-buy-stock-in-intel">save</a> 1.9 million jobs. Intel employs 96,000 people and <a href="https://www.reuters.com/business/intel-is-cutting-more-jobs-ceo-tan-tries-fix-manufacturing-missteps-2025-07-24/">will</a> have 75,000 by the end of the year - a significant reduction, but not a national disaster. Yes, the computer giant has been making serious losses lately, but it has already raised $2 billion from Softbank and is now <a href="https://www.cnbc.com/2025/08/20/intel-investors-equity-softbank-trump.html">looking for</a> other big investors. The point seems to be different: Intel is virtually the only U.S. company capable of producing state-of-the-art computer chips, and this production is exactly what the government does not want to lose.<br>

Chips