Last week, the agency reported that Trump had decided on a favorite

White House expands list of candidates to replace Powell as U.S. Fed chief - Bloomberg

NVIDIA Corporation

Advanced Micro Devices, Inc.

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

Small caps are again the spotlight, but not because they are outperforming. According to Refinitiv Lipper data as of August 4, investors have pulled $94.7 billion from U.S. small-cap funds since the start of the year, including $47.3 billion in July alone – the largest monthly outflow in 5 years. That figure also far exceeds the total for the second quarter, when withdrawals reached $30.3 billion, the highest quarterly outflow since 2020. Despite occasional rallies, small caps have trailed large caps by a wide margin. In the first seven months of the year, the S&amp;P 500 rose about 6.5%, while the Russell 2000 fell roughly 1.0%.

Small-cap ETFs see biggest outflow in 5 years in July: Why not to shun the segment

Intel Corporation

Duolingo, Inc.

Nebius Group N.V.

US President Donald Trump has nominated a candidate to the Federal Reserve Board, and, according to Bloomberg, has decided on a favorite for the post of the head of the regulator. The head of Intel has disagreements not only with Trump, who has demanded his resignation, but also with some members of the company's board of directors, WSJ found out. Arkady Volozh's Nebius shares soared nearly 20% after the strong report. Pinterest's stock plummeted due to weak earnings and lower advertising budgets in the US. These and other topics - in our review of key events for the morning of August 8.

Highlights for the morning: Trump's Fed nominee, Intel chief's troubles, Nebius' rise

So far, Trump has only formally announced a nominee for the regulator's board of governors

Trump's team has decided on a favorite to become Fed chairman - Bloomberg


Founder of DoubleLine, which specializes in fixed income investment strategies, on how to prepare for a Fed rate cut


The market is waiting for the Fed's policy reversal. What does the "king of bonds" advise to invest in?

Three Fed rate cuts by February 2026 are almost fully priced in 

Jefferies: Fed cuts could cause 'significant' rotation from large tech to small caps

Palantir Technologies Inc.

The Boeing Company

Morning in New York: buyers set for revenge



Meta Platforms, Inc.

Apple Inc.

Amazon.com, Inc.

Trump's new duties caused a collapse&nbsp;on the first day of August in markets that were in euphoria after reports&nbsp;from the largest US tech companies.&nbsp;Apple, Amazon, Microsoft and Meta beat analysts' expectations on earnings and revenue, despite some weak segments. At the same time, the luxury sector is still in crisis: Hermès shares sagged despite sales growth, while Kering is facing a 25% drop in Gucci revenue and a growing debt load. The Fed kept rates unchanged and Donald Trump criticized Jerome Powell again. The main events from July 28 to August 1 - in our review.&nbsp;

Highlights of the week: bigtech reports, Trump's duties and Figma's debut


U.S. markets collapsed on Friday, August 1. The reason for the sell-off was the announcement of Donald Trump's new trade duties, as well as fresh data on US non-farm payrolls, which were more than a quarter worse than expected. As a result, the S&amp;P index had its worst day since April, Bloomberg calculated, and the Cboe volatility index, known as Wall Street's "fear barometer," broke the psychologically important 20-point mark - a position above it usually indicates high tension. Oninvest told you more about what is happening in the markets online.