Taiwan Semiconductor Manufacturing Company Limited

The Apple and Nvidia chip maker will release its full financial report for the quarter ended in March on April 16

TSMC sales soar by a third: AI frenzy outweighs investor fears of war

Tesla, Inc.

NVIDIA Corporation

Salesforce, Inc.

A "Downgrade Game" investor believes Wall Street is distorting the real earnings of companies in the Nasdaq 100 - and it's devaluing investors' investments

The Profit That Wasn't: Michael Burry on how $1.7 trillion was "ripped off" from investors

Amazon.com, Inc.

If the company starts selling its AI chips to external customers, the annual revenue of this business could reach $50 billion, the head of Amazon said

'A new shift has begun': Amazon plans to wrest market share from Nvidia

Broadcom Inc.

Alphabet Inc.

The new agreement will provide Anthropic with computing infrastructure, and Broadcom could bring in as much as $42 billion in revenue next year, according to analysts' estimates

Broadcom shares are on the rise. What do the chipmaker's deals with Google and Anthropic mean for them?

SK hynix Inc.

Micron Technology, Inc.

The lowered plans are due to delays in getting enough high-bandwidth memory from SK Hynix and Micron Technology

Nvidia could drastically cut back on new chip production due to memory shortages. What about the stock?

Lumentum Holdings Inc.

Coherent Corp.

The data center boom has propelled Applied Optoelectronics and Lumentum to the top of the market, but not all analysts are convinced of the rally's sustainability

"Wall Street's 'shiny toys': how the AI boom has unraveled the stocks of optical companies

Marvell Technology, Inc.

Shares of chip maker Marvell Technology jumped more than 11% on the premarket on March 31 after Nvidia <a href="https://nvidianews.nvidia.com/news/nvidia-ai-ecosystem-expands-as-marvell-joins-forces-through-nvlink-fusion">announced</a> plans to invest $2 billion in the company.

Nvidia is investing $2 billion in chipmaker Marvell. Its shares are up more than 11%

Nebius Group N.V.

The head of Nebius sees high-profile multi-billion dollar contracts with Meta and Microsoft as just "fuel" to build a core high-margin business

"Meta is a very demanding customer": Volozh on Nebius deals and industry bottlenecks

Samsung Electronics Co., Ltd.

Elon Musk's private space company SpaceX has increased its IPO target by one and a half times. Anthropic, the developer of chatbot Claude, wants to go public in October and expects to raise more than $60 billion. South Korean SK Hynix decided to hold a secondary listing in the U.S. for up to $14 billion, and Samsung investors urged the company to follow the example of its competitor. The main events on the IPO market during the week are in our selection.

SpaceX's $75 billion and Anthropic's $60 billion listings: what's important about IPOs by March 29

ServiceNow, Inc.

Palantir Technologies Inc.

CrowdStrike Holdings, Inc.

Cloudflare, Inc.

Microsoft Corporation

In March, CEO Jensen Huang spoke about the new stage of the AI revolution: companies will move from selling software (SaaS) to selling the results of AI work (AaaS). So the very logic of their monetization will change. Most importantly, this is already happening. Igor Klyushnev, co-founder of Freedom Holding, named 10 companies that will benefit from this transition.

AI agents decide everything: 10 companies that will benefit from moving to an AaaS model

Meta Platforms, Inc.

Apple Inc.

The Magnificent Seven stocks cumulatively lost more than $850 billion in value over the week as the stock market sell-off hit the main beneficiaries of the AI rally particularly hard, Yahoo Finance <a href="https://finance.yahoo.com/news/magnificent-7-stocks-wipe-more-than-850-billion-in-value-as-stock-market-sell-off-hits-ai-winners-hard-213921360.html">writes</a>. Mag7 lost more than $330 billion on Friday alone, leading the <a href="https://oninvest.com/article/appetit-k-risku-ne-vyderzal-tumana-vojny-indeksy-ssa-na-minimume-s-avgusta">collapse</a>, the publication notes.

"The Magnificent Seven" lost $850 billion in value in a week. Who stayed in the black?

Despite the ongoing war in Iran and rising geopolitical risks, Wall Street strategists are urging investors to keep buying U.S. stocks, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-27/wall-street-says-stocks-are-too-cheap-to-ignore-as-war-rages-on">writes.</a>