Alphabet Inc.

Meta Platforms, Inc.

Microsoft Corporation

Amazon.com, Inc.

QUALCOMM Incorporated

KLA Corporation

Carvana Co.

SoFi Technologies, Inc.

Enphase Energy, Inc.

Generac Holdings Inc.

General Dynamics Corporation

Brown-Forman Corporation

Teradyne, Inc.

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

Morning in New York: macro data and bigtechs will set the direction of trading

Revenue from Microsoft's cloud business grew 39% last quarter (when measured at fixed exchange rates), the company's earnings <a href="https://www.microsoft.com/en-us/investor/earnings/FY-2026-Q3/press-release-webcast">report</a> showed. That's more than analysts expected, but only by one percentage point, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-29/microsoft-posts-strong-expansion-in-azure-cloud-computing-unit">notes</a>. The result disappointed investors, who worry that the company is unable to effectively capitalize on the huge demand for artificial intelligence-enabled services, the agency says. However, the company's management was then able to calm the market.

Microsoft's cloud business growth beat expectations but still upset the market

Microsoft, which is a major investor and longtime partner of AI startup OpenAI, has lost exclusive access to its models and products, the companies <a href="https://openai.com/index/next-phase-of-microsoft-partnership/">announced</a>. This is a significant change that will allow the ChatGPT developer to sell its technology through competing cloud platforms including Amazon and Google, Reuters <a href="https://www.reuters.com/legal/litigation/microsoft-end-exclusive-license-openais-technology-2026-04-27/">notes</a>.

OpenAI reconsidered its relationship with partners: Microsoft lost its exclusivity

Apple Inc.

There is optimism on Wall Street ahead of the release of bigtechs' quarterly earnings reports

A win-win at any odds: why an analyst is betting on the Magnificent 7 in the Iran crisis

After new <a href="https://oninvest.com/article/ii-vozvrasaetsa-v-fokus-vnimania-s-p-500-i-nasdaq-composite-dostigli-rekordov">records</a> in the U.S. stock market, investors are preparing for the busiest week of the reporting season. Although the situation around Iran is still unpredictable, traders will have many other significant catalysts, Yahoo Finance <a href="https://finance.yahoo.com/news/mag-7-earnings-bonanza-and-powells-home-stretch-what-to-watch-this-week-113016596.html#:~:text=The%20Iran%20situation%20may%20remain%20uncomfortably%20fluid%20for%20many%2C%20but%20investors%20will%20have%20plenty%20of%20other%20catalysts%20to%20answer%20the%20market%27s%20questions%20%E2%80%94%20and%20raise%20new%20ones.">points out</a>. The main event will be the financial results for the last quarter of five corporations from the so-called "Magnificent Seven". Technology giants <b>Microsoft, Alphabet, Amazon, Meta Platforms</b> and<b> Apple</b> are expected to present their financial results.

Magnificent 7 earnings, Fed and ECB rates: what investors need to know this week

Tesla, Inc.

Intel Corporation

The US and Iran are set to hold a new round of direct talks in Islamabad. Apple will have a new CEO from September 2026 - John Ternus, Senior Vice President of Hardware Engineering, will replace Tim Cook. The market saw signs of Intel's business recovery. The main events from April 20 to April 24 are in our review.

U.S. and Iran may hold a new round of talks, Apple head change, Intel recovery. Main news of the week

iShares Semiconductor ETF

NVIDIA Corporation

MSCI Inc.

Adobe Inc.

PayPal Holdings, Inc.

At the same time, Burry recorded an opportunity to sell Nvidia shares 45% cheaper than the current price

A "Downgrade Game" investor has invested in Microsoft and cheapened software developers

NIKE, Inc.

Meta Platforms and Nike are also planning large-scale layoffs

Microsoft offered early retirement to 9,000 employees for the sake of AI investment - Media

Oracle Corporation

Palantir Technologies Inc.

ServiceNow, Inc.

International Business Machines Corporation

On Thursday, the S&amp;P 500 index renewed its intraday historic high, but ended the day in the negative due to news from the Middle East: the publication Axios reported that Iran continued to mine the Strait of Hormuz. Earlier, the US President <a href="https://oninvest.com/article/tramp-porucil-unictozat-suda-razbrasyvausie-miny-v-ormuzskom-prolive-akcii-upali">instructed</a> the Navy to open fire on boats planting mines. This led to a rise in the price of oil. The market was also pulled down by the shares of software developers after the reports of several companies.

Iran mines Strait of Hormuz, oil above $105, software developer stocks collapse

Nebius Group N.V.

Investment company Wolfe Research has initiated analyst coverage of Nebius, which develops infrastructure for artificial intelligence, giving it a hold recommendation, Tipranks <a href="https://www.tipranks.com/news/nebius-nbis-surges-90-ytd-on-ai-demand-but-wolfe-assigns-hold-rating-heres-why">writes</a>. Wolfe's assessment is at odds with the market consensus: more than 70% of experts advise buying Nebius' securities despite the fact that they have already risen in price by about 658% over the past 12 months. Why was Wolfe's forecast more restrained?

More than 70% of analysts recommend buying Nebius. Why is Wolfe not among them? 

It is difficult for investors to understand how Altman's personal investments can affect the decisions he makes as the head of OpenAI

Some OpenAI shareholders ponder replacing Altman ahead of IPO - WSJ

OpenAI suggests that its relationship with Microsoft is limiting its ability to grow in the enterprise segment, where the ChatGPT developer faces stiff competition, according to an internal company letter. OpenAI sees its recent deal with Amazon as key to growth in this area. According to the FT, the agreement has raised questions for OpenAI's main investor, which is considering, among other things, legal action.