Amazon.com, Inc.

NVIDIA Corporation

Micron Technology, Inc.

An ETF tracking software developer stocks added 1.3% for the day

The S&amp;P 500 rose for the third day in a row. Investors are watching the Fed and the risks of war with Iran

Broadcom Inc.

The company is building mega-factories in New York and Idaho to reduce the technology gap between memory chips and AI infrastructure

Micron is taking over the US: chipmaker to invest $150 billion in factories due to AI memory shortage

Newmont Corporation

Barrick Mining Corporation

Alphabet Inc.

Dell Technologies Inc.

Bridgewater Associates, a hedge fund founded by Ray Dalio, said in a fourth-quarter 2025 <a href="https://www.sec.gov/cgi-bin/browse-edgar?CIK=0001350694">report</a> that it increased its stake in Nvidia as the market debated the overheating of the tech sector. At the same time, Bridgewater bought shares of gold mining giants Newmont and Barrick Mining Corp. amid rising precious metals prices. What other deals did the fund, which now operates without the participation of its founder, make?

Nvidia, gold and Dell: what the Dalio-founded fund bet on in the midst of the bubble controversy

SK hynix Inc.

Samsung Electronics Co., Ltd.


This is an important milestone against other memory players SK Hynix and Micron

Samsung was the first among its competitors to start shipping new memory chips. Shares jumped

Tokyo Electron Limited

From Nintendo to Apple suppliers, consumer electronics manufacturers could be affected

'Risk underestimated': memory chip shortage threatens to last longer than investors expect

Ichor Holdings, Ltd.

ON Semiconductor Corporation

Upwork Inc.

Credo Technology Group Holding Ltd

Medpace Holdings, Inc.

The Goodyear Tire & Rubber Company

Microsoft Corporation

Valaris Limited

Novo Nordisk A/S

STMicroelectronics N.V.

Workday, Inc.

monday.com Ltd.

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: Statistics and Fed rhetoric will set the tone for trading

Analysts expect Micron to maintain a memory market share of 20-25%

Samsung shares jump after announcing new memory chips. Why did Micron shares fall?

Advanced Micro Devices, Inc.

Quotes for chipmaker Nvidia jumped nearly 8% on Friday, February 6. That's the strongest increase in nine months, according to Dow Jones Market Data <a href="https://www.marketwatch.com/story/nvidias-stock-shoots-toward-best-day-since-april-as-tech-sector-rebounds-7211f5bd">cited</a> by MarketWatch. Investors have started actively buying up securities of companies that could benefit from the colossal spending that tech giants have promised to devote this year to infrastructure for artificial intelligence. Friday's rally ended Nvidia's longest losing streak since Sept. 3, when the stock fell in price for five consecutive trading sessions due to a general market sell-off.

Nvidia has its best growth since April. It could be the beneficiary of Big Tech's giant spending spree

The bank estimates that the memory chip shortage that has sent the company's quotes skyrocketing will persist until the end of 2027

UBS raised its target on Micron shares after a long rally. Why are they still worth buying?

Analysts consider the shares of both companies attractive and the likelihood of a market redistribution is low due to the huge deficit

Samsung has lost to SK Hynix for the first time in terms of annual profits

Wall Street analysts almost unanimously recommend buying shares of AI memory chip makers 

Samsung wants to start supplying memory to Nvidia ahead of competitors. Is this a risk for them?

Marvell Technology, Inc.

Adobe Inc.

Salesforce, Inc.

In a particularly vulnerable position is OpenAI