Cisco Systems, Inc.

Equinox Gold Corp.

Walmart 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: quotes are driven by cautious optimism

Bullish

Bitcoin rose to a new record price, topping $124,000. Chinese startup DeepSeek postponed the launch of its R2 model due to failed attempts to train it on Huawei Ascend chips, highlighting the technological gap between Chinese processors and Nvidia. Igor Babushkin, co-founder of xAI, left Elon Musk's company to launch his own fund, Babuschkin Ventures, to invest in secure AI. In turn, the crypto exchange Bullish successfully held an IPO, ending the first day of trading with a growth of almost 90% and a capitalization of over $10 billion. About these and other topics - in our review of key events on the morning of August 14.

Highlights for the morning: bitcoin breaks records, xAI co-founder leaves, DeepSeek in trouble

CoreWeave, Inc.

Circle Internet Group

Morning in New York: expectations of Fed rate cut support risk demand

JD.com, Inc.

The corporate reporting season on Wall Street is gradually coming to an end, and this week traders will focus on the US inflation data for July (Consumer Price Index, CPI). According to the forecast of UBS senior economist Alan Detmeister, they will reflect the impact of duties on price growth in the world's largest economy and will start a multi-month upward inflationary trend, <a href="https://finance.yahoo.com/news/inflation-in-focus-as-fed-rate-cut-debate-heats-up-what-to-watch-this-week-114004763.html#:~:text=UBS%20senior%20economist%20Alan%20Detmeister%20wrote%20in%20a%20note%20to%20clients%20that%20tariffs%20are%20driving%20the%20acceleration%20in%20inflation%20and%20July%27s%20data%20will%20bring%20the%20start%20of%20a%20several%2Dmonth%20uptrend.%20Detmeister%20projects%20core%20CPI%20will%20move%20from%202.9%25%20in%20June%20up%20to%203.5%25%20by%20the%20end%20of%20the%20year.">writes</a> Yahoo Finance. Detmeister warned that core CPI, which excludes highly volatile food and energy prices, could rise at an annualized rate from 2.9% in June to 3.5% by the end of 2025.

US inflation, Cisco and JD.com earnings: what investors need to know this week

Tesla, Inc.

A Morgan Stanley analyst also warned in June that the AI stock rally was slowing down

"Many underestimate the risk": legendary shortstop Jim Chanos predicted the AI boom's decline

Amazon.com, Inc.

Markets do not expect Tehran to carry out its threat to cut off a key route for global oil trade

'Nuclear threat eliminated': why investors weren't spooked by US strike on Iran


Analyst considers Cisco's current market valuation to be "not onerous"

#Cisco: 7