The bank advises to bring the share of bonds in the portfolio to 40%

Wells Fargo recommends rethinking portfolio structure: volatility ahead

Apple Inc.

NVIDIA Corporation

Figma

Intel Corporation

Nvidia shares lost 3.5% after a weak report on key AI chips and uncertainty over exports to China. Intel warned that having a new shareholder - the US government - could complicate the company's overseas business. Figma's quotes collapsed after neutral Wall Street estimates, analysts consider the company's shares overvalued. Core inflation in the U.S. in July rose at the fastest pace in five months. About the main events from August 25 to 29 - in our review.

Highlights of the week: Nvidia and Figma disappointment, Intel risks, Apple expectations

The benchmark PCE index will peak in the fourth quarter of 2025, economists predicted

The Fed's favorite measure of inflation is at its peak since February: will this prevent a rate cut?

Alibaba Group Holding Limited

Dell Technologies Inc.

Marvell Technology, Inc.

Ulta Beauty, Inc.

Affirm Holdings, Inc.

Hormel Foods Corporation

Urban Outfitters, Inc.

Burlington Stores, Inc.

Veeva Systems 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: inflation statistics will set the vector for trading

The US authorities have improved their assessment of the country's economic growth in the second quarter, with the new result being better than what analysts had expected. The reason for positivity was the data on investment and consumer spending, as well as imports. Also this week, the US Fed's preferred inflation indicator, the Personal Consumption Expenditures Index, will be published.

Revised data on the US economy for the second quarter exceeded expectations

CrowdStrike Holdings, Inc.

After the speech of the head of the U.S. Federal Reserve Jerome Powell in Jackson Hole, which strengthened Wall Street's confidence in lowering interest rates in September, the focus of investors this week will be a key indicator of inflation for the U.S. regulator, <a href="https://www.barrons.com/articles/nvidia-alibaba-crowdstrike-snowflake-inflation-and-more-to-watch-this-week-1978f5c1?mod=RTA">writes</a> Barron's.

Nvidia earnings, US inflation: what investors need to know this week

J.P.Morgan believes that even in an uncomfortable stock market environment, investors can feel comfortable with it

Don't slow down: how to invest when everything in the market is expensive 

Alphabet Inc.

UnitedHealth Group Incorporated

Berkshire Hathaway Inc.

US and Russian Presidents Donald Trump and Vladimir Putin held talks on Ukraine in Alaska on Friday. On his way to Anchorage, Trump told reporters that duties on chip imports could reach 300%. Earlier in the week, USA stock markets rose to new records amid expectations of a Fed rate cut. Perplexity unexpectedly offered to buy Google's Chrome browser, and the US administration is exploring buying a stake in Intel. Sam Altman is preparing to launch a startup that will become a competitor of Elon Musk's Neuralink - the rivalry between them is intensifying. The main events of August 11-15 are in our review.

Highlights of the week: US-Russia summit, White House and Intel stake, buyer for Chrome

Retail sales in the United States in July increased by 0.5% compared to June, the Census Bureau <a href="https://www.census.gov/retail/sales.html">reported</a>. The result matched analysts' expectations.

US retail sales in July rose in line with expectations 

A sharp rise in PPI could reduce the chances of a Fed rate cut in September 

U.S. wholesale prices posted fastest growth in 3 years

Meta Platforms, Inc.

Microsoft Corporation

A Renaissance Macro Research analyst called the market's reaction surprising

S&amp;P 500 and Nasdaq Composite set records after encouraging inflation data

U.S. consumer prices rose less than expected in July, according to data released on August 12. The data suggests that Donald Trump's trade war is having a moderate impact on prices so far. But there is growing concern in the market about the quality of the statistics, Reuters warns: the agency responsible for collecting the data has been hit by spending cuts and has begun to reduce its samples.

Inflation