Meta Platforms, Inc.

Microsoft Corporation

UBS Group AG

Tesla, Inc.

What to expect for investors in the US stock market on July 30

Morning in New York: Fed stimulates volatility spike

Apple Inc.

Uncertainty at Apple demotivates AI development team, claims Bloomberg

Apple has lost its fourth AI developer in a month - he's gone to Meta

AI chip startup Groq is in talks to raise $600 million at a valuation of $6 billion, double its last round in August 2024. Meta is preparing to report quarterly earnings on the back of a massive investment in supercomputing data centers and the hiring of key industry experts, including former OpenAI employees. Meanwhile, South Korea's LG Energy Solution signed a $4.3 billion contract with Tesla to supply LFP batteries for energy storage systems, strengthening its position in the US market. On these and other topics - in our review of key events by the morning of July 30.

Highlights for this morning: LG strikes deal with Tesla, US and China seek compromise on tariffs

Amazon.com, Inc.

Donald Trump's August deadline on duties is no longer weighing on Wall Street: the U.S. S&amp;P 500 and Nasdaq Composite indexes ended last week at all-time highs, while the Dow Jones came close to the record, <a href="https://www.barrons.com/articles/amazon-apple-visa-meta-fed-inflation-jobs-607de827?mod=RTA">writes</a> Barron's. The U.S. trade agreement with the European Union, <a href="https://www.bloomberg.com/news/articles/2025-07-27/eu-us-clinch-deal-to-avoid-trump-tariff-hike-ahead-of-deadline">concluded</a> on July 27, should add to investor optimism early this week.

Magnificent Seven earnings and the Fed meeting: what investors need to know this week

NVIDIA Corporation

Charles Schwab Chief Strategist Liz Ann Saunders explains why the stock market is more resilient today than during the dot-com boom times


Don't panic: why shouldn't the AI giant's rally be compared to the dot-com bubble?

Alphabet Inc.

Google's search engine revenue was strong last quarter despite concerns that users were being poached by ChatGPT

Alphabet's revenues beat forecasts, but investors were alarmed by a sharp rise in AI costs

Analysts forecast a compound annual growth rate of 17% to 30% for the wearable device market

Amazon buys an eavesdropping bracelet. Why are bigtechs entering the AI device race?

The rally in U.S. stocks slowed on July 21, but the S&amp;P 500 and Nasdaq Composite indices managed to set new records at the close of trading. Investors' optimism is linked to the expectation of quarterly reports - this week the first companies from the "Magnificent Seven" will reveal their results.&nbsp;

The S&P 500 index closed trading above 6,300 points for the first time ahead of bigtech reports

Leading AI scientists have warned that new models are starting to "think" in a language humans don't understand

OpenAI and Meta developers are losing control of AI reasoning. Is this dangerous?

The Nasdaq Composite technology index has consistently outperformed the S&P 500 this year


Apollo thinks the bubble around AI has surpassed the dotcom boom. Is it time to sound the alarm?


Taiwan Semiconductor Manufacturing Company Limited

Despite the forecast revision, TSMC still expects 2025 sales below consensus

TSMC has raised its revenue forecast. What does this mean for the bigtechs - from Meta to Google?

GitLab Inc.

Atlassian Corporation

The status quo in the software development services market has been disrupted by neural networks