Advanced Micro Devices, Inc.

NVIDIA Corporation

AMD's adjusted gross margin could have been 54% instead of 43% if not for U.S. export restrictions

AMD increased revenue and gave a better-than-expected forecast, but the stock fell. What does this have to do with China?

Intel Corporation

Taiwan Semiconductor Manufacturing Company Limited

The share of defect-free processors is still only 10%, although mass production is scheduled for the fourth quarter

Intel is having trouble creating a new chip. It is important to compete with TSMC

Broadcom Inc.

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?

Zscaler, Inc.

Datadog, Inc.

Jefferies <a href="https://www.cnbc.com/2025/07/20/these-stocks-can-benefit-the-most-from-lower-oil-prices-says-jefferies.html">considers</a> that the continued decline in oil prices could provide strong support for the shares of a number of technology and consumer companies. Low prices will hit players in the energy sector, but representatives of some other sectors may gain significantly, the bank's analysts wrote;

Jefferies analysts named three beneficiaries of the decline in oil prices

Taiwan Semiconductor, the world's largest contract supplier of chips, reached a capitalization of $1 trillion thanks to growing demand for processors for artificial intelligence and revised forecasts. China ramped up rare earth shipments in June, but volumes are still far from pre-crisis levels. Trump's aides discussed terminating some SpaceX contracts, but recognized most of them as critical to the state. On these and other topics - in our review of key events for the morning of July 21.

Morning Highlights: TSMC passes $1 trillion, China boosts magnet exports by 2.5 times

Arm Holdings plc

QUALCOMM Incorporated

If Arm starts making its own AI chips, it will become a competitor to its own customers, Nvidia and Qualcomm

The analyst advised buying Arm shares. He saw a driver that is not embedded in the price

ASML Holding N.V.

If ASML's quarterly results beat Wall Street's expectations, the analyst recommends locking in profits


The analyst is no longer advising to buy ASML stock. What is his investment before the report?

The bank expects AMD shares to rise 55.5%, while Goldman Sachs doesn't expect the price to rise at all

AMD is back in the AI game, reckons HSBC. Why does it advise buying shares of the chipmaker?

Cadence Design Systems, Inc.

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

Goldman Sachs has named four favorites in AI stocks. It expects them to grow by at least 13%

Nvidia's stock needs to rise another little more than 1% for the company to become the first in the world to reach a market value of $4 trillion


Citi analyst expects Nvidia stock to rise another 20%. What risk is he warning about?  


Nvidia is now worth more than the Canadian and Mexican markets combined


Nvidia failed to take away Apple's record for the highest capitalization in history

NIKE, Inc.

Micron Technology, Inc.

BP p.l.c.

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

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