Nebius Group N.V.

Microsoft Corporation

CoreWeave, Inc.

Volozha's Nebius investors include global AI processor market leader Nvidia

'Huge luck': Nebius shares soar 44% after $19.4 billion deal with Microsoft

Arkady Volozh's Kazakh-born AI startup Nebius, co-founder of Yandex, signed a five-year, $19.4 billion contract with Microsoft. Japan's Nikkei 225 stock index hit a record after Prime Minister Shigeru Ishiba resigned on expectations of new stimulus. Another artificial intelligence startup Cognition raised $400 million at a $10.2 billion valuation after buying Windsurf. On these and other topics - in our review of key events for the morning of September 9.

Highlights for the morning: Nebius' big AI deal with Microsoft, the Nikkei record and gold rallies

Palantir Technologies Inc.

Seagate Technology Holdings plc

NVIDIA Corporation

Analysts are predicting a 57% increase in AI developer profits, but there is a company that could have a 528% increase in that number

Palantir lost its status as the best S&amp;P 500 stock in 2025. Who beat him out?

Salesforce, Inc.

American Eagle Outfitters, Inc.

Figma

C3.ai, Inc.

Alphabet Inc.

Apple Inc.

ConocoPhillips

HealthEquity, Inc.

Dollar Tree Inc. R

Macy's, Inc.

Broadcom Inc.

Meta Platforms, Inc.

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

A morning in New York: technology remains in focus

Evercore sees the short-term pullback in the U.S. stock market as a lucrative buying opportunity

S&amp;P 500 could reach 9,000 points before AI bubble bursts - Evercore ISI

D-Wave Quantum Inc.

Rigetti Computing, Inc.

Quantum computers have the potential to revolutionize medicine, materials science, the management of complex systems like cellular or power grids, and last but not least, <a href="https://oninvest.com/article/nezametnyj-apokalipsis-kakoj-konec-sveta-mogut-ustroit-kvantovye-komp-utery">cryptography</a>. According <a href="https://thequantuminsider.com/2025/07/14/investor-sentiment-pivots-as-funding-ma-and-research-advances-spark-interest-during-q2-2025/#:~:text=Total%20private%20capital%20investment%20in,fewer%20but%20larger%20funding%20rounds.">to</a> Quantum Insider, venture capitalists invested 50% more in the technology in the second quarter of 2025 than in the same period a year earlier. Perhaps in part because many companies have announced that they are beginning to explore the use of quantum computers in the super-hot topic of artificial intelligence. What happens when you combine these two technologies? Is this really a future incredible breakthrough or just hype squared?

Hype squared or breakthrough: Is it time to capitalize on quantum AI 

Amazon.com, Inc.

Morningstar analytical agency <a href="https://www.morningstar.com/stocks/10-stocks-best-fund-managers-have-been-selling">studied the</a> portfolios of the best performing funds and named 10 companies whose shares their managers decided to reduce. Some of these stocks already look overvalued, but getting rid of them could be for other reasons as well. Here are which stocks the best portfolio managers chose to sell:

Microsoft, Amazon, Apple: which stocks the best managers are selling

Intel Corporation

Dell Technologies Inc.

Etsy, Inc.

eBay Inc.

Wall Street hit all-time highs amid upward revisions to US GDP and expectations of a Fed rate cut, but investors are cautiously awaiting key inflation data. Meanwhile, Dell shares fell more than 5% after a weak earnings forecast despite a rise in AI server sales. Intel said it received $5.7 billion from the U.S. government in a deal that is raising questions among investors. About these and other topics - in our review of key events by the morning of August 29.

Microsoft is testing an entirely proprietary AI model. This will increase competition with OpenAI

Northrop Grumman Corporation

Lockheed Martin Corporation

OpenAI risks postponing restructuring until next year due to protracted negotiations with Microsoft. The U.S. is discussing the expansion of the role of the state in strategic industries: after receiving a 10% stake in Intel, the authorities are considering the possibility of participation in the capital of defense contractors, including Lockheed Martin. On the commodity markets, the pressure is intensified by the forecast of Goldman Sachs: by the end of 2026, the oil surplus may reach 1.8 million barrels per day, which will bring down the price of Brent. These and other topics are covered in our review of key events for the morning of August 27.

The AI boom is not over: Citi recommended buying shares of partner Meta, Google and Apple

Investors are betting on AI, semiconductors and digital ecosystems