NVIDIA Corporation

Baidu, Inc.

Alibaba Group Holding Limited

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: news expectations triggered a correction

The discussion centers on the real-world resource of Nvidia chips and the sustainability of the current AI boom

Bernstein argued with Michael Burry: how long do Nvidia chips really live?

Apple Inc.

Arm Holdings plc

Bitcoin has gone below $90,000 for the first time in seven months, reflecting a general decline in risk appetite and a wave of sell-offs among institutional players. Databricks is in talks for a new round at a valuation of over $130 billion, despite fears of a bubble around artificial intelligence. On these and other topics - in our review of key events for the morning of November 18.

Highlights for the morning: crypto market falls, changes at Apple, AI bets rise

Alphabet Inc.

UBS expects the S&amp;P 500 to rise another 5% by the end of the year and urges using pullbacks as a buying opportunity

U.S. indices went negative, pressured by a selloff in Nvidia and other tech giants

Tesla, Inc.

Thiel is considered one of the most influential investors in the technology sector

PayPal and Palantir co-founder Peter Thiel dumped Nvidia stock at the peak of the AI boom

Walmart Inc.

Klarna Group plc

Now that the longest U.S. government shutdown in history is over, the big question is what the cost of this downtime is, <a href="https://finance.yahoo.com/news/nvidia-walmart-earnings-and-the-return-of-jobs-numbers-what-to-watch-this-week-124502640.html#:~:text=With%20the%20longest%20US%20government%20shutdown%20on%20record%20finally%20ending%20late%20Wednesday%2C%20the%20question%20now%20becomes%20what%20the%20economic%20cost%20will%20be%20when%20investors%20%E2%80%94%20and%20Federal%20Reserve%20officials%20%E2%80%94%20get%20the%20long%2Ddelayed%20updates%20on%20the%20US%20economy.">writes</a> Yahoo Finance. Therefore, investors on Wall Street will be waiting for announcements on what macro statistics will be released and in what time frame.

Nvidia earnings and Fed minutes: what investors need to know this week

SoftBank Corp.

Nebius Group N.V.

Meta Platforms, Inc.

This week saw the end of the longest government shutdown in US history. Investment gurus sounded the alarm: Michael Burry accused Big Tech of artificially inflating profits, and Mark Mobius warned of an impending correction in the AI sector. The announcement of the stake sale to Nvidia caused SoftBank's stock price to decline, reflecting market doubts about the return on large-scale AI investments. At the same time, Arkady Volozh's Nebius signed a $3 billion contract with Meta, following an agreement with Microsoft. You can read about the main events from November 10 to 14 in our review.


Highlights of the week: US shutdown finale, Burry vs Big Tech, SoftBank sold to Nvidia

Palantir Technologies Inc.

The biggest <a href="https://oninvest.com/article/glavnye-indeksy-ssa-pokazali-hudsee-padenie-za-mesac-investorov-volnuet-stavka-frs">sell-off</a> in U.S. stocks in a month gives investors a good buying opportunity ahead of the "Santa Claus rally," according to Wedbush analysts led by Dan Ives.

Wedbush advises buying stocks during a "mini panic" in the market. Why is he waiting for a rally?

American Airlines Group Inc.

Advanced Micro Devices, Inc.

Truist Financial Corporation

The U.S. billionaire's investment company has strengthened its position in the consumer sector and sharply reduced its investments in health care

Whirlpool, American Airlines and Oracle: what stock trades did David Tepper make?

Nu Holdings Ltd.

Morning in New York: market sentiment is dictated by uncertainty in the Fed's plans

Robinhood Markets, Inc.

Applied Materials, Inc.

Bridgewater's largest hedge fund also sharply increased its biggest bet - on the U.S. stock market

Social networks, fintech and chips: what the fund Dalio founded has added to its portfolio 

Amazon.com, Inc.

Microsoft Corporation

SoftBank Group Corp.

SoftBank shares continue to get cheaper after the Japanese holding company announced it is selling its entire stake in Nvidia. Amazon and Microsoft supported a bill that would strengthen export restrictions on Nvidia. On these and other topics - in our review of key events by the morning of November 14.