Micron Technology, Inc.

NVIDIA Corporation

Broadcom Inc.

Demand for neural network training capacity and custom AI-based applications will support the sector in the coming years, says the bank

UBS names the three most promising stocks in the wave of artificial intelligence development

Coinbase Global, Inc.

Meta Platforms, Inc.

President Donald Trump is seeking a nominee to head the Federal Reserve, increasing pressure on Jerome Powell. Shares of chipmakers in Japan, South Korea and Taiwan rose sharply following Nvidia's new all-time high and growing optimism around AI despite U.S. trade restrictions. Coinbase shares jumped to a one-year high after Bernstein analysts dubbed it the "Amazon of crypto services." And U.S. authorities are discussing with stock exchanges a possible easing of regulatory requirements for public companies, which could open the way for new IPOs. About these and other topics - in our review of key events for the morning of June 26.

Super Micro Computer, Inc.

Donald Trump announced a ceasefire between Israel and Iran. JPMorgan estimates that Asian tech stocks, especially in the semiconductor sector, could rise another 15-20% in 2025. Meta was interested in buying another AI startup before the Scale AI deal. Supermicro shares fell by 10% on the news about the placement of convertible bonds for $2 bln. These and other topics are covered in our review of key events by the morning of June 24.

Highlights for the morning: pause in Iran-Israel war, JPMorgan bets on AI stocks in Asia


Alphabet Inc.

Apple Inc.

But no one is in a hurry to completely abandon investment in technology

Private investors in the U.S. have cooled on bigtech - WSJ

Donald Trump has said that a decision on US participation in attacks on Iran will be made in the next two weeks. Markets reacted with restraint: trading is mixed in Asia, with Brent crude holding at $77 per barrel - although Citigroup analysts warn that the price could jump to $90 if the Strait of Hormuz is closed. In parallel, Meta continues its aggressive race for AI talent, poaching key figures from competing startups. About these and other topics - in our review of key events by the morning of June 20.

Highlights for the morning: Trump's deadline, oil may break $90, Meta hunts for talent


The global smart glasses market, which Meta has relaunched, is projected to grow at a CAGR of 60% in 2025

Meta will release smart glasses under the Prada brand - CNBC. Why it matters.

Last year, almost all of Mark Zuckerberg's company's revenue came from advertising, but WhatsApp didn't have it before

Meta will launch ads on WhatsApp. Why is this important for investors?

Since the beginning of the year, Meta shares have risen more than the securities of other Magnificent Seven players


"Meta plays offense, Alphabet plays defense": is Zuckerberg's bet on AI justified?

Israel launched a series of airstrikes on Iran, attacking nuclear facilities, key military targets, high-ranking commanders and several top nuclear scientists. The escalation caused panic in world markets: oil rose sharply, gold reached $3437 per ounce, and leading Asian stock indices went into negative territory. Market participants warn that even a localized conflict can quickly get out of control, increase inflation risks and hit the global economy. These and other topics are covered in our review of key events for the morning of June 13.

Highlights for the morning: US-China deal, cuts at Google, Meta in pursuit of AI

The company's management is dissatisfied with the latest Llama AI models and wants to create an artificial intelligence capable of solving human-level tasks

Meta is assembling a team to develop a "super intelligence". Will it become the leader of the AI race?

GameStop Corp.

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.