Apple Inc.

NVIDIA Corporation

Amazon.com, Inc.

Companies' spending on human resources may increase due to a more than 10-fold increase in visa fees for foreigners, but the market has so far reacted with restraint to this risk

Trump has made it harder to grant visas to talented foreigners. How might this affect bigtech?

Oracle Corporation

Meta Platforms, Inc.

Meta may become Oracle's largest customer after OpenAI

Oracle is negotiating a $20 billion contract with Meta. How will this affect the stock?

The Federal Reserve cut rates by 0.25 bps to 4-4.25% and hinted at two more easings before the end of the year, attributing the decision to risks to the labor market with continued inflation pressures. Meta unveiled new models of smart glasses, including Ray-Ban Display with display and neuroblade for $799 and Oakley Vanguard sports for $499, and Netskope is preparing for an IPO with a $7.3 billion valuation. On these and other topics - in our review of key events by the morning of September 18.

Berkshire Hathaway Inc.

The Swiss National Bank also bought more than $2 billion worth of Berkshire Hathaway shares

Switzerland's conservative Central Bank has become one of the biggest whales in US tech stocks

Salesforce, Inc.

American Eagle Outfitters, Inc.

Figma

C3.ai, Inc.

Alphabet Inc.

ConocoPhillips

HealthEquity, Inc.

Dollar Tree Inc. R

Macy's, Inc.

Broadcom Inc.

Microsoft Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

A morning in New York: technology remains in focus

Samsung Electronics Co., Ltd.

SK hynix Inc.

LG Electronics Inc.

Among the leaders in the global AI race, the United States and China are most often named. American language models - ChatGPT, Grok, Claude - are recognized as the best (according to <a href="https://crfm.stanford.edu/helm/capabilities/latest/">Stanford</a>, for example, and <a href="https://lmarena.ai/leaderboard">LMArena</a>), the key AI chip supplier, Nvidia, also comes from the United States. The most famous projects from China are DeepSeek and Alibaba's Qwen model; in France, Mistral; in the Middle East, government investments have allowed the launch of their own models - <a href="https://www.capacitymedia.com/article/2ednrsm6eglrmfzs429ds/long-reads/article-inside-falcon-the-uaes-open-source-model-challenging-ai-giants?utm_source=chatgpt.com">Falcon LLM</a> in the UAE and <a href="https://www.g42.ai/resources/news/meet-jais-worlds-most-advanced-arabic-llm-open-sourced-g42s-inception?utm_source=chatgpt.com">Jais</a> in Saudi Arabia.

South Korea is staging its own AI revolution: which companies are on board

Evercore sees the short-term pullback in the U.S. stock market as a lucrative buying opportunity

S&amp;P 500 could reach 9,000 points before AI bubble bursts - Evercore ISI

Sweden's Klarna, one of Europe's largest fintech startups, has planned to go public in the US in September. Chinese state-owned auto giant Chery Automobile plans a $1.5 billion IPO in Hong Kong the same month. And Democratic senators demanded from the White House to stop preparations for the IPO of mortgage giants Fannie Mae and Freddie Mac for $ 30 billion. The main events in the IPO market for the week - in our selection.

Klarna listings in New York and Chery listings in Hong Kong: highlights of IPOs by Aug. 31

EssilorLuxottica Societe anonyme

Safilo Group S.p.A.

Last year, the eyewear market was one of the few luxury product categories to show growth, consultancy Bain &amp; Company <a href="https://www.bain.com/insights/luxury-in-transition-securing-future-growth/#:~:text=Eyewear%20expanded%20by%203%25%20to%205%25%20at%20current%20exchange%20rates%20in%202024%2C%20reaching%20%E2%82%AC17%20billion.%20Growth%20was%20fueled%20by%20heightened%20creativity%2C%20trading%20up%20by%20customers%20to%20higher%20price%20segments%2C%20and%20specialized%20brands%20that%20effectively%20catered%20to%20the%20distinct%20preferences%20of%20some%20consumer%20groups.">reckoned </a>. This year, judging by the reporting of public companies in the sector, the trend is continuing.

Keep your eyes open: how AI and nostalgia are driving up eyewear sales 

Everpure, Inc.

The company's market capitalization surpassed $26 billion after posting strong earnings and raising its outlook

Shares of supplier Meta soared 32% in a day. Is it too late to buy them?

Bernstein analyst advises to buy shares of Facebook owner and expects them to rise by 20%

"Defying gravity": Meta prepares to catch up with Google in ad revenue 

Chipmaker Broadcom is strengthening partnerships with Meta, Alphabet and China's ByteDance, and their AI capex is growing, explains Citi