Tencent Holdings Limited

The securities of China's largest video game publisher and owner of messenger We Chat collapsed three years ago and remain cheaper than those of foreign peers

'It's only a matter of time': why analysts expect Tencent shares to return to record highs

Circle Internet Group

CoreWeave, Inc.

Meta Platforms, Inc.

The main US S&amp;P 500 index ended trading above 6,400 points for the first time, with tech leaders and artificial intelligence-related companies largely responsible for the gains. Stablecoin issuer USDC Circle lost more than 5% in the post-market after it announced it was selling 10 million shares after rising 425% since its IPO, despite strong earnings and USDC's 90% year-to-date growth. Meanwhile, OpenAI CEO Sam Altman is launching Merge Labs, a brain-computer interface startup that could be a competitor to Elon Musk's Neuralink. These and other topics are covered in our review of key events for the morning of August 13.

Highlights for the morning: the S&amp;P 500's record AI rally, Circle's fall and Altman's new startup

NVIDIA Corporation

Tesla, Inc.

Berkshire Hathaway Inc.

Amazon.com, Inc.

Microsoft Corporation

Alphabet Inc.

Exxon Mobil Corporation

Shell plc

Chevron Corporation

BP p.l.c.

The main driver of growth in the fund's assets were stocks 

Norwegian fund with $1.9 trillion posted its best quarter since 2023. Where did it invest?

Palantir Technologies Inc.

Analysts emphasized that the fourth industrial revolution is still in its early stages

Nvidia, Microsoft, Palantir: Wedbush named its favorites in AI for the rest of the year

A tug-of-war is developing in the market between seasonal weakness and downturn-buying investors

S&P 500 has its best day since May: stocks partially recovered from Friday's collapse

Apple 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


Coinbase Global, Inc.

Futures on major U.S. indexes fell about 1%, Wall Street's "fear index" jumped nearly 12%

Morning in New York: Trump defied the "bulls" once again

Advanced Micro Devices, Inc.

Broadcom Inc.

AMD and Broadcom will be the main beneficiaries of Microsoft and Meta's capex growth, according to Citi analysts


Nvidia and eight other stocks. Which companies to bet on after the Microsoft report?

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 data will signal the market

Microsoft and Meta shares rose sharply after posting strong quarterly results. OpenAI, a key player in generative AI, doubled its revenue to $12 billion year-to-date and is preparing for a new $30 billion investment round. Meanwhile, the U.S. Federal Reserve kept its policy rate at 4.25-4.5% for the fifth consecutive time, despite pressure from Donald Trump for an immediate cut to support lending. On these and other topics - in our review of key events for the morning of July 31.

Highlights of the morning: the Fed kept rates on hold, OpenAI doubled revenue, Figma IPOs

The company was able to achieve such strong results thanks to AI, said Mark Zuckerberg


Meta reported record revenue and raised its forecast. Shares soared 11%


The parent company of Instagram and Facebook will release its second-quarter report after the close of trading on July 30
