NVIDIA Corporation

Palo Alto Networks, Inc.

Adobe Inc.

Semrush Holdings, Inc.

Target Corporation

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: Nvidia will support the bulls

Nvidia beat Wall Street forecasts by announcing record demand for its Blackwell architecture and growing data center revenue, boosting its stock and supporting the AI sector. Block unveiled an ambitious three-year outlook with accelerating earnings growth and an expanded buyback program, causing the stock to jump 9%. These and other topics - in our review of key events by the morning of November 20.

Highlights for the morning: Nvidia beats forecasts, gold and oil react to Fed and sanctions

Taiwan Semiconductor Manufacturing Company Limited

Advantest Corporation

TSMC, Samsung and Advantest are among the growth leaders

Asia tech stocks soar on strong Nvidia report

A report from the world's most expensive company could pave the way for a year-end rally, Vital Knowledge allowed 

Nvidia reported record revenue and beat Wall Street expectations. AI stocks rose

A spike in memory chip prices will further complicate the economics of building infrastructure for artificial intelligence

Counterpoint warned of the risk of prices doubling for memory for Nvidia's AI servers

The TJX Companies, Inc.

Tesla, Inc.

A morning in New York: the focus is on AI-enabled messaging

A breakthrough quarter, getting a third of all cloud providers' investments in AI, record revenue growth, and future growth drivers - what analysts are writing ahead of Nvidia's third-quarter reporting.

A divided market and bank optimism: Wall Street prepares for Nvidia report 

Super Micro Computer, Inc.

Even a strong quarterly report from Nvidia won't guarantee a rise in shares of the main symbol of the AI boom, Bloomberg warns

Market awaits Nvidia report: which stocks could rise or fall the most? 

Tesla has received new authorization to launch robot cabs in Arizona, and the White House is ready to approve the first deliveries of advanced AI chips to Saudi Arabia as part of a major US-Saudi agreement. On these and other topics - in our review of key events for the morning of November 19.

Highlights for the morning: US bets on atoms, Riyadh bets on AI chips, Tesla bets on robotaxis

Cult shortstop Michael Burry this week warned of some sort of "Nov. 25 or sooner" event related to the AI investment boom

Investor in the "Downgrade Game" said he did not leave the market after the fund deregistered

Amazon.com, Inc.

Microsoft Corporation

The market is highly likely to see a correction in AI stocks, JPMorgan Chase says

The S&amp;P 500 ended the fourth trading day in a row with a fall. This has not happened since August

An AI startup has created a chatbot called Claude, one of ChatGPT's main competitors