Microsoft Corporation

The US Federal Reserve left the rate unchanged, but revised its inflation and growth forecasts, reinforcing fears of possible "moderate stagflation". In parallel, tense negotiations continue between Microsoft and OpenAI: the former threatens to withdraw from the deal if it does not get more favorable terms of access to AI technologies, while the developer ChatGPT seeks to complete the transformation into a commercial structure and attract funding. Against a backdrop of geopolitical instability, Donald Trump is considering a military strike on Iran, heightening tensions over the conflict with Israel. About these and other topics - in the review of key events for the morning of June 19.

OpenAI has started selling its chatbot at a discount. This is a blow to its investor Microsoft

Amazon.com, Inc.

First Solar, Inc.

Eli Lilly and Company

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Middle East conflict increases uncertainty

Alphabet Inc.

The AI industry began 2025 with the announcement of the unprecedented <a href="https://oninvest.com/article/klub-zaklatyh-druzej-cto-takoe-ii-megaproekt-stargate">$500 billion Stargate <a href="https://oninvest.com/article/klub-zaklatyh-druzej-cto-takoe-ii-megaproekt-stargate">mega project</a>, and then followed it up with an equally unprecedented <a href="https://oninvest.com/article/cernyj-lebed-iz-kitaa-sposoben-li-deepseek-izmenit-rynok-ii">$1 trillion drop</a> in markets following the release of China's DeepSeek AI model, which turned out to be just as good and significantly cheaper than its American competitors. We are, of course, fortunate to witness in real time a technological revolution comparable in scale to the invention of the Internet. Apparently, there's a reason why the word "unprecedented" is mentioned 64 times in a report on AI by renowned technology analyst and investor Mary Meeker (though I teased about it when <a href="https://oninvest.com/article/kakoe-budusee-ii-prorocit-diva-interneta-meri-miker-ne-uvidevsaa-puzyr-dotkomov">wrote</a> about her last week). And now, the year that started so brightly hasn't even reached the halfway point, and the ever-burgeoning AI market continues to be shaken by events that, in the apt <a href="https://techcrunch.com/2025/06/11/can-scale-ai-and-alexandr-wang-reignite-metas-ai-efforts/">expression</a> of TechCrunch, have investors and analysts "scratching their heads."

An alliance of arch rivals and $14 billion recruiting: how the AI industry kicked off the summer

Circle Internet Group

Tesla, Inc.

The conflict between Ilon Musk and Donald Trump has sharply escalated: mutual public accusations and threats led to the collapse of Tesla shares by 14%. Meanwhile, Microsoft's shares reached an all-time high and put the company back in first place in the world by market capitalization - $3.48 trillion, ahead of Nvidia and Apple. At the same time, Omada Health, a startup specializing in online health programs, successfully completed its IPO: it sold shares at $19 each and received a valuation of about $1.1 billion. These and other topics are covered in our review of key events for the morning of June 6.

Microsoft's bet on AI has paid off: shares hit a new high. What's next?

Walmart Inc.

Confluent, Inc.

Shares of mid-cap data streaming platform Confluent are currently trading near historical lows, and investors should take a look at the name, the Motley Fool <a href="https://www.fool.com/investing/2025/05/07/1-stock-down-79-to-buy-hand-over-fist-wall-street/">believes</a>. Wall Street analysts are bullish on the company's prospects.

Motley Fool recommends data stream mid cap Confluent to buy on the dip


Big Tech stocks plunged on Thursday, July 12, after unexpectedly positive inflation data came out. Investors began shifting capital from the Magnificent Seven to small-cap stocks, anticipating growth in the latter after a potential Fed rate cut in September, Bloomberg <a href="https://www.bloomberg.com/news/articles/2024-07-10/stock-market-today-dow-s-p-live-updates">reports</a>.