Cisco Systems, Inc.

Dell Technologies Inc.

Hewlett Packard Enterprise Company

CoreWeave, Inc.

NVIDIA Corporation

In a note to clients, investment bank Evercore ISI highlighted details of Nvidia's report that it assesses have implications for a number of other companies, CNBC <a href="https://www.cnbc.com/2026/02/25/stock-market-today-live-updates.html">reports</a>.

Cisco, Dell, CoreWeave: Evercore names eight beneficiaries of Nvidia's strong report

Taiwan Semiconductor Manufacturing Company Limited

Cult short-seller Michael Burry, who reported a bet against Nvidia last year, believes the chipmaker will repeat the fate of dot-com bubble-era Cisco due to an abnormal rise in purchase commitments

"$117 billion trap": what risk did a Downgrade Game investor find in Nvidia's report

The market is reevaluating Cisco's role in the new technology race

Cisco shares have hit their highest since the dot-com era. What attracted investors?

Meta Platforms, Inc.

Meta is moving from open-source to creating a closed commercial model of Avocado and rebuilding internal teams under the personal leadership of Mark Zuckerberg. Cisco shares, meanwhile, riding a wave of renewed interest in infrastructure technologies, surpassed their dotcom-era highs for the first time. These and other topics are in our review of key events for the morning of December 11.

Main by morning: Meta goes to closed models, Cisco updates dotcom-era maxima

Microsoft Corporation

Investors will have to accept a difficult dilemma: there is no safe way to capitalize on the revolution. There is no way to predict the moment of collapse, and many will lose money, warns investment guru Howard Marks  

The Optimism Trap: Howard Marks on where the market is misguided about the bubble

A famous investor is convinced that Nvidia is similar to Cisco, whose stock plummeted nearly 80% after the dot-com bubble collapsed

'It's not that different': why is Michael Burry comparing the bubble in AI to the dotcoms?

The Walt Disney Company

JD.com, 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: market cautious after record shutdown ends

BP p.l.c.

The US ended a record 43-day shutdown, which caused tangible damage to the country's economy and became a cause for political conflicts on the eve of the next budget round. BP is negotiating the sale of Castrol for $8 billion as part of a major restructuring and divestment plan. These and other topics - in our review of key events by the morning of November 13.

Barrick Mining Corporation

After last week's busy week full of news and corporate reporting, the next five trading days promise to be quieter, Yahoo Finance <a href="https://finance.yahoo.com/news/valuation-worries-record-long-government-shutdown-hang-over-markets-what-to-watch-this-week-123041065.html?guccounter=1&amp;guce_referrer=aHR0cHM6Ly9maW5hbmNlLnlhaG9vLmNvbS9hdXRob3IvamFrZS1jb25sZXkv&amp;guce_referrer_sig=AQAAAMvjAdcHnnpAJgCLCXHdG8_ISO3PN7SbZIXqEgZTeXYrUMb5ICHq1oP7Hssb6X5ePUCyisxooi8fHOUtqavmd6CDujbkVGMqg3zck_rgACdQsgbozaCVWOlYNPwsGkxhSEyY8Ut5m3IlKzgfbgH9eaO1VIrCr6NmJZKO2ts31PBK">predicts</a>.

Walt Disney and Coreweave earnings: what investors need to know this week

Caterpillar Inc.

GE Vernova Inc.

The surge in demand for AI computing power is playing into the hands of the entire data center supply chain

Barron's names 12 "non-obvious" stocks that will benefit from the AI boom

Equinox Gold Corp.

Walmart Inc.

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.