Nebius Group N.V.

Meta Platforms, Inc.

Nebius' capital expenditures soared even more in the third quarter, up 455%

Nebius closed a $3 billion deal with Meta and reported 355% revenue growth

Tesla, Inc.

Apple Inc.

Ferrari N.V.

Bitcoin fell below $100,000 this week for the first time in more than four months, and Ark Invest head Cathie Wood cut her target price for it by 20% to $1.2 million by 2030, citing the rapid growth of stablecoins. "The Buffett Indicator and the Barclays Overheating Index warn that the U.S. stock market is overvalued. Meanwhile, shareholders agreed to a record $1 trillion compensation for Musk, and Apple is preparing for a $1 billion deal with Google to speed up Siri updates. The main events of November 3-7 are in our review.

Highlights of the week: Apple and Google deal, Musk approved $1 trillion, US market overheated

The new product is a competitor to a solution from Microsoft, a key partner of Nebius

Nebius has launched a platform for scaling AI models. Shares jumped 5%

Microsoft Corporation

Amazon.com, Inc.

Alphabet Inc.

NVIDIA Corporation

CoreWeave, Inc.

Arkady Volozh can be called the "champion of leaving Russia" - after his "divorce" from Yandex, he managed to get $5.2 billion for his stake and several foreign businesses and assets, get out of sanctions and use his Russian connections to establish business in the West

The Secret of Nebius: How Arkady Volozh launched a second global startup - already in the West

Uber Technologies, Inc.

Unmanned transportation technology developer Avride is part of the Dutch holding company Nebius Group

Volozha's Nebius is teaming up with Uber to invest $375 million in the robotaxi developer

Microsoft needs the deal with Arkady Volozh's startup to free up its own commercial capacities

"In the active expansion phase": Bloomberg named the target of the Microsoft and Nebius deal

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

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

Oracle Corporation

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

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%

Nebius quotes continued to rise on Wednesday after soaring 50% a day earlier

Nebius CEO Volozh's fortune rose $1 billion in a day thanks to a deal with Microsoft

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

Moment of recognition: what is Wall Street saying about Nebius after the Microsoft deal?

Novartis AG

GameStop Corp.

Rubrik, Inc.

T-Mobile US, Inc.

Planet Labs PBC

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