Microsoft Corporation

Meta Platforms, Inc.

Alphabet Inc.

Microsoft, Google, and Meta have cheerfully reported revenue and profit growth, not failing to emphasize the contribution of AI technologies to their successes. Individual AI startups also continue to energetically attract investment.&nbsp; So what is the AI race: a financial bubble or a new economy? It's an unprecedented question that worries both private investors and CEOs of major tech companies that have invested billions in AI. Let's try to figure out what's going on.

AI is starting to pay the bills: why the dot-com bubble story won't repeat itself


Delta Air Lines, Inc.

Levi Strauss & Co.

Bank of America named stocks with significant upside potential after the publication of quarterly reports,&nbsp;<a href="https://www.cnbc.com/2025/08/02/five-stocks-to-buy-after-earnings-per-bank-of-america.html">reports</a>&nbsp;CNBC. Among the companies the bank's analysts still see room for upward movement is Microsoft, which last week shocked Wall Street with strong quarterly results and, in particular, unexpectedly high revenue from its Azure cloud business.&nbsp;BofA also&nbsp;bet on Delta Air Lines, Domino's Pizza, Procter &amp; Gamble and Levi Strauss.

BofA names five stocks with high upside potential after reporting

Apple Inc.

Amazon.com, Inc.

Coinbase Global, Inc.

Futures on major U.S. indexes fell about 1%, Wall Street's "fear index" jumped nearly 12%

Morning in New York: Trump defied the "bulls" once again

NVIDIA Corporation

Advanced Micro Devices, Inc.

Broadcom Inc.

AMD and Broadcom will be the main beneficiaries of Microsoft and Meta's capex growth, according to Citi analysts


Nvidia and eight other stocks. Which companies to bet on after the Microsoft report?

After the report, Microsoft temporarily joined the "exclusive club" of companies with a $4 trillion capitalization

Mic drop effect from Microsoft report: analysts raised targets and expect shares to rise

Microsoft has joined the "exclusive club," which until this day included only Nvidia

Microsoft's value hit $4 trillion after a strong report. Now there are two such companies

D-Wave Quantum Inc.

Quantum Computing Inc.

Rigetti Computing, Inc.

Quantum computing stocks jumped in early trading today, July 31. The trigger was a remark by Microsoft CEO Satya Nadella that quantum technology will be the next cloud "accelerator."

Quantum computing stocks jump after Satya Nadella says quantum 'next big accelerator'

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: inflation data will signal the market

Microsoft and Meta shares rose sharply after posting strong quarterly results. OpenAI, a key player in generative AI, doubled its revenue to $12 billion year-to-date and is preparing for a new $30 billion investment round. Meanwhile, the U.S. Federal Reserve kept its policy rate at 4.25-4.5% for the fifth consecutive time, despite pressure from Donald Trump for an immediate cut to support lending. On these and other topics - in our review of key events for the morning of July 31.

Highlights of the morning: the Fed kept rates on hold, OpenAI doubled revenue, Figma IPOs

Oracle Corporation

The company's shares jumped 8% after quarterly results beat forecasts

Microsoft on the cusp of $4 trillion in value: huge investment in AI has started to pay off

The company will release its quarterly report after the close of trading on July 30