Oracle Corporation

Oracle has returned to a "two-headed" management structure after six years

Oracle shares are up 97% this year. Are they still worth buying after the CEO change?

Microsoft Corporation

Alphabet Inc.

The catalyst for recovery could be Microsoft's next quarterly earnings report, says Ben Reitzes of Melius Research

Microsoft is the most unpopular stock among bigtechs. But that could change soon

Apple Inc.

NVIDIA Corporation

Amazon.com, Inc.

Companies' spending on human resources may increase due to a more than 10-fold increase in visa fees for foreigners, but the market has so far reacted with restraint to this risk

Trump has made it harder to grant visas to talented foreigners. How might this affect bigtech?

Meta Platforms, Inc.

Rising depreciation and amortization costs will soon begin to erode margins, says BofA

Invisible risk: how expensive AI investments could hit Alphabet, Meta and Amazon

CoreWeave, Inc.

CoreWeave "destroys rather than creates shareholder value," claims investment firm Kerrisdale Capital

'Lacks uniqueness': short-seller calls CoreWeave's share price 12 times overvalued

Berkshire Hathaway Inc.

The Swiss National Bank also bought more than $2 billion worth of Berkshire Hathaway shares

Switzerland's conservative Central Bank has become one of the biggest whales in US tech stocks

Baidu, Inc.

Online ticketing platform StubHub goes public with a valuation of $8.6 billion. Meanwhile, Britain and the United States have struck a $42 billion deal: Nvidia and Microsoft will deploy the country's largest AI supercomputer. TikTok, in turn, got a break again - Donald Trump extended the deal with Oracle and Silver Lake for the fourth time. On these and other topics - in our review of key events for the morning of September 17.

Highlights for this morning: Britain and the US build a supercomputer, StubHub goes IPO

The week of September 8-12 was rich in big deals. Nebius signed a contract with Microsoft for $17.4 billion and raised $3.75 billion in funding, Oracle signed an agreement with OpenAI for $300 billion, and ASML invested €1.3 billion in French startup Mistral AI - the deal raised its valuation to €11.7 billion. At the same time, investors were not impressed by Apple's new products, and Kering postponed the buyout of fashion house Valentino until 2028. The main events of the week are in our review.

Highlights of the week: new iPhone, Nebius deal, Oracle takes off

Adobe Inc.

Super Micro Computer, Inc.

Delta Air Lines, Inc.

Broadcom Inc.

The Boeing Company

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: investors wait for signals from consumers

Gemini Space Station

Microsoft and OpenAI announced a tentative agreement that will allow the AI startup to transform itself into a commercial company and attract billions in new investment. Oracle, on the other hand, has seen its shares come under pressure following reports that the growth of its cloud business relies heavily on a single customer, OpenAI. In the crypto sector, Winklevoss Brothers' Gemini IPO priced at $28 per share, generating a valuation of $3.3 billion despite continuing losses. On these and other topics - in our review of key events by the morning of September 12.

Highlights for the morning: Microsoft and OpenAI deal, crypto-IPO Gemini and rally in Asia

Nebius Group N.V.

Nebius increased its convertible bond offering by $0.75 bln

Volozh's Nebius raised $3.75 bln. Because of the deal with Microsoft, the price of the securities rose by 44%

Volozh's shares soar 50% after deal with tech giant 