Alphabet Inc.

Palantir Technologies Inc.

Micron Technology, Inc.

American shares started the shortened week with a sharp growth. The index of the technology sector Nasdaq Composite at the end of trading on November 24 soared by 2.7%. This is the sharpest growth of the index for one day since Ma, <a href="https://finance.yahoo.com/news/live/stock-market-today-nasdaq-sees-biggest-jump-since-may-sp-500-soars-as-alphabet-tesla-lead-tech-rally-210114487.html">notes</a> Yahoo Finance.

Nasdaq has best day since Ma: tech stocks soar 2.7%

Morgan Stanley reiterated its recommendation to buy shares of semiconductor manufacturer Micron with an "above market" rating (Overweight), believing that the company's profits may reach new, previously unattainable highs, CNBC <a href="https://www.cnbc.com/2025/11/13/morgan-stanley-names-micron-a-top-pick-cites-memory-shortage-leading-to-new-earnings-highs.html">writes</a>.

Micron shares soared 190%. Why does Morgan Stanley expect them to grow by another 33%?

NVIDIA Corporation

Oracle Corporation

CoreWeave, Inc.

The Dow Jones blue chip index set a new record at the close of trading on Tuesday, November 11, while the Nasdaq Composite remained under pressure. Investors were shifting capital from the technology sector to cheaper segments of the market in hopes that the government pause would end soon, CNBC explained. Pressure on the Nasdaq also intensified after the publication of the ADP report, indicating further weakening of the labor market.

The Dow hit a record high on hopes of an end to the shutdown, but the Nasdaq fell. What's the matter?

Micron shares are already up more than 160% since the beginning of the year, but analysts believe the rally will continue

Micron shares jumped. Its competitor predicted a "supercycle" of chip demand

Lam Research Corporation

Teradyne, Inc.

The success of more obvious and larger AI beneficiaries like Nvidia will stimulate the development of niche players, says a UBS expert

UBS names three "stealthy" but promising stocks for AI investors

Meta Platforms, Inc.

PayPal Holdings, Inc.

Meta Platforms is preparing the largest private equity deal in history - nearly $30 billion to deploy a Hyperion data center in Louisiana. New York State approved the construction of a power line for Micron's $100 billion megafactory, which is expected to produce a quarter of all U.S. chips by 2030. These and other topics - in our review of key events by the morning of October 17.

The main thing for the morning: new megaprojects of Meta and Micron and a $300 trillion mistake

Broadcom Inc.

Advanced Micro Devices, Inc.

Since the beginning of the year, the securities have already risen 141%

Micron's stock is one of the best performers in the S&amp;P 500. UBS and Citi expect them to grow by another quarter

Alibaba Group Holding Limited

Microsoft Corporation

A breakdown of Appaloosa hedge fund's long-term positions, from tech giants to the insurance and energy sectors

The long game: ten stocks that billionaire David Tepper has been holding for years

The semiconductor maker's share price has already doubled since the start of the year, but a Morgan Stanley analyst expects the rally to continue  

'Better late than never': Morgan Stanley endorses Micron stock after 120% rally

Microsoft will get about 30% stake in OpenAI's commercial division once its restructuring is complete

From Microsoft to Seagate: who stands to gain from ChatGPT owner's valuation rising to $500 billion?

Cohu, Inc.

Cyclerion Therapeutics, Inc.

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

New York morning: rally paused waiting for new drivers

Micron reported earnings above expectations and gave a strong outlook, citing demand for high-speed memory for AI chips. Tether is preparing a record $15-20 billion round that could value the issuer of the largest stablecoin at $500 billion - on par with OpenAI and SpaceX. In the US, Donald Trump's plans to charge $100,000 for each H-1B visa application have alarmed the startup community. These and other topics are covered in our review of key events on the morning of September 24.