Rheinmetall AG

BAE Systems plc

Thales S.A.

US President Donald Trump on Monday sought to lower expectations for his upcoming talks with Russian President Vladimir Putin on a ceasefire in Ukraine, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-08-11/trump-downplays-expectations-for-reaching-summit-deal-with-putin?srnd=homepage-americas">writes</a>. He called the summit a "probing" of positions to see if a diplomatic solution is possible.

'Probing positions': Trump tells what to expect from Alaska summit

NVIDIA Corporation

Advanced Micro Devices, Inc.

Shares of both chipmakers fell in trading on Aug. 11

'Undercover racket': what Wall Street is saying about Nvidia and AMD's deal with the US

Exxon Mobil Corporation

Chevron Corporation

Trump's threats to India over Russian oil purchases did not impress market participants

UBS has lowered its oil price forecast. Why does the bank now expect it to be closer to $60?

Intel Corporation

Apple Inc.

Trump has demanded the resignation of Intel's head over his investments in Chinese technology

Intel chief to meet personally with Trump, who called for his resignation Shares rise

Archer Aviation 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: optimists back in the majority

Late summer and early fall in the U.S. (and not only) is often a time of financial turmoil - it was August-October that saw the most high-profile crises of the last decades. Today, new sources of risk are being added to this season of turbulence: a boom in investment in AI infrastructure and a growing confrontation between the White House and the Federal Reserve.&nbsp; What makes August especially dangerous for investors, whether the economy is in danger of a "data center bubble" and whether Donald Trump has his own strategy in monetary policy, or whether his attacks on the Fed are just a political calculation?

Crisis season, AI and the timing of Trump's attacks on the Fed: highlights from economists' blogs

Nebius Group N.V.

Palantir Technologies Inc.

AI and fintech are surging in the U.S. market. OpenAI is preparing an employee stock deal that could raise the company's valuation to $500 billion - higher than SpaceX. Apple joined Donald Trump in announcing a $100 billion increase in investments in the U.S., including $2.5 billion in iPhone glass manufacturing. Palantir surpassed $1 billion in revenue for the first time, Nebius Group shares soared 28% after a seven-fold increase in revenue and an increase in guidance. The main events of August 4-8 are in our review;

Highlights of the week: Trump and duties, Palantir breaks records, OpenAI catches up with SpaceX


"Apple and Tim Cook have shown a masterclass in managing uncertainty," JPMorgan believes

Apple stock posted its best weekly gain since 2020 after Cook's visit to the White House

Russia has proposed a plan to the U.S. that would require Ukraine to make territorial concessions, WSJ sources say

Trump and Putin will meet Aug. 15 in Alaska

Demand for protective assets will continue to rise amid growing uncertainty surrounding U.S. gold supply, Wall Street believes


Gold bars hit by U.S. duties. Futures soared to a new record high


Block, Inc.

Rocket Lab Corporation

Tesla, Inc.

Morning in New York: investors need a breather


Goldman Sachs researched major geopolitical events since 2008 to get a handle on what really affects the market
