Advanced Micro Devices, Inc.

NVIDIA Corporation

Meta Platforms, Inc.

Meta Platforms' multibillion-dollar bet on Nvidia chips has triggered a selloff in the securities of rivals of the main beneficiary of the AI boom

Nvidia will sell millions of chips to Meta. For which companies was this bad news? 

Nebius Group N.V.

Nebius Group, a provider of cloud computing for AI by Yandex founder Arkady Volozh, <a href="https://oninvest.com/article/ii-kompania-nebius-voloza-narastila-vyrucku-pocti-v-6-raz-za-god">reported</a> a sharp increase in revenue and capital expenditures in the fourth quarter on February 12. After the publication of the statements, the company's management held a conference call to answer questions from analysts and investors. Oninvest selected some of them.

AI demand, chip shortages and Tavily: four Nebius questions from investors and analysts

Amazon.com, Inc.

Alphabet Inc.

Forced business model shifts in the race for AI leadership are robbing tech giants of their previous investment appeal

Amazon stock has entered a bear market phase. Which Magnificent 7 is next in line?

Ekman appears to be high on Mark Zuckerberg's company's prospects in the AI race

Billionaire Ackman's hedge fund disclosed a big stake in Meta. How else has the portfolio changed?

ASML Holding N.V.

Tesla, Inc.

The move coincided with a period of significant outflows from ESG funds

The Vatican has launched Catholic indices for Europe and the US. Which stocks are included in them?

Apple Inc.

Microsoft Corporation

Amid bigtechs increasing capital expenditures on AI, Amazon, Google and Microsoft could collectively lose $900 billion in market capitalization since the release of their quarterly reports

"Staggering" $660 billion in AI spending by bigtechs has heightened market anxiety about a bubble

The 2026 FIFA World Cup could be a major source of revenue for ticket resellers, travel services and a number of technology companies from the so-called Magnificent Seven. However, these valuations depend on fans being able to travel freely and the tournament being able to take place without political and regulatory crises, Barron's <a href="https://www.barrons.com/articles/world-cup-soccer-stock-winners-stubhub-d9b24f47?mod=RTA">writes</a>.

J.P. Morgan named the companies that will benefit from the World Cup-2026. What are the risks for investors?

Caterpillar Inc.

Honeywell International Inc.

Mastercard Incorporated

Visa Inc.

International Business Machines Corporation

ServiceNow, Inc.

Joby Aviation, Inc.

Stride, Inc.

Intel Corporation

Textron 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: giants' reports in the spotlight

BYD Company Limited

Gold and silver are hitting all-time highs amid geopolitical risks, debt and liquidity flow. The Fed is taking a pause in rate cuts, recognizing stronger economic growth and persistent inflation around 3%. On these and other topics - in our review of key events for the morning of January 29.

Highlights of the morning: Fed kept rates on hold, gold and silver hit records

The revenue forecast for Meta Platforms - the owner of Facebook and Instagram - for the beginning of 2026 was significantly higher than analysts' consensus. The company <a href="https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx">expects</a> sales in the first quarter of 2026 to be between $53.5 billion and $56.5 billion, while Wall Street had anticipated $51.41 billion, CNBC <a href="https://www.cnbc.com/2026/01/28/meta-q4-earnings-report-2025.html">reported</a>. Meta shares were up 10% at the moment in evening trading on Jan. 28 after the release of its fourth-quarter earnings.

Meta gave a strong revenue outlook. Shares jumped 10%

Lasertec Corporation

Tokyo Electron Limited

ASML order book dynamics - one of the key indicators of demand for AI technologies 

ASML surprised the market with record order volume. Shares hit a new high

Pinterest, Inc.

Cutting hundreds of employees will allow Pinterest to increase funding for AI development