MediaTek Inc.

NVIDIA Corporation

Nvidia's Taiwanese partner in the AI supercomputer project has been forced to increase costs due to increased pressure on the supply chain - and will now "adjust" its prices

Nvidia partner announces price hike amid increased workload due to AI boom

Advanced Micro Devices, Inc.

Alphabet Inc.

Novo Nordisk A/S

PayPal Holdings, Inc.

Pfizer Inc.

Super Micro Computer, Inc.

Merck & Co., 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: investors in search of a foothold

"One more correction and I'll be buying," says George Efstathopoulos

Fidelity manager who sold gold before the collapse is ready to buy it again

Veradermics, Incorporated

The Company has listed on the NYSE under the ticker MANE

Veradermics IPO: biopharma company goes public - it's cooking up a baldness pill

Salesforce, Inc.

Adobe Inc.

The market is gripped by fear that plug-ins from Anthropic will displace traditional enterprise software

Threat from new AI tools wiped out $300 billion of capitalization in a day

In less than a week, the cryptocurrency market lost $467.6 billion - bitcoin fell the most, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-04/bitcoin-led-crypto-rout-erases-nearly-half-a-trillion-in-a-week">reported</a>. Expectations that bitcoin would become "digital gold" after US President Donald Trump promised to ease regulation have not materialized. But further liberalization of the market carries a new threat. Nouriel Roubini, professor emeritus at New York University's Stern School of Business, writes about this in a piece for Project Syndicate.

Nouriel Roubini warns of a new risk maturing in the cryptocurrency market

UBS Group AG

Nintendo Co., Ltd.

The US ended a brief shutdown after America's President Donald Trump signed legislation to fund the government, but disputes over immigration and the Department of Homeland Security budget remain ahead. UBS reported better-than-expected earnings but showed a weaker-than-expected quarter amid the complex integration of Credit Suisse. On these and other topics - in our review of key events for the morning of February 4.

Supermicro raised its sales forecast, and the stock soared. But there's reason to worry

Nasdaq, Inc.

A record wave of buying of U.S. stocks by retail investors is starting to run out of steam, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-03/stocks-rally-at-risk-as-retail-fervor-fades-says-citadel-securities-rubner">says</a>, with net inflows last month exceeding January's figure by more than 50 percent a year ago, according to Citadel Securities, but seasonality and waning excitement point to the risk of a slowdown in February.


Stock market rally threatens to dampen excitement among retail investors - Citadel

Nebius Group N.V.

One of Nebius' strengths is its mature management and strong team, analysts said 

Nebius stock is up 160% for the year. Why do Freedom analysts recommend buying them?

Eli Lilly and Company

Even the most pessimistic analysts did not expect such a weak forecast, noted the investment firm ArthaScope

Novo Nordisk warned of a drop in revenue in 2026. Quotes collapsed by 15%

The company is competing with Nvidia for the AI chip market, but so far has only wrested a small share, CNBC writes

Iran