Robinhood Markets, Inc.

Applied Materials, Inc.

NVIDIA Corporation

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.

The main things for the morning: SoftBank collapse, Microsoft and Amazon against Nvidia, bitcoin below $97k.

Hon Hai Precision Industry Co., Ltd.

Foxconn is strengthening its position in the fast-growing artificial intelligence server segment, which has become the company's main source of profit and revenue growth. Increased demand for AI equipment helped the manufacturer to exceed analysts' expectations for profits. At the same time, the management remains confident in the market prospects and predicts that artificial intelligence will become the main business driver in the coming years.

Supplier Nvidia's profits soar amid AI boom. What's next for the company?

Advanced Micro Devices, Inc.

Nebius Group N.V.

Coinbase Global, Inc.

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: Fed signals in focus

The Fed warns that the impact of artificial intelligence on the economy could prove transformative, changing the labor market and the approach to monetary policy. AMD forecasts 60% growth in data center revenue over five years, intensifying competition with Nvidia and building a presence in AI. These and other topics - in our review of key events by the morning of November 12.

SoftBank shares collapsed after selling a stake in Nvidia. Are they worth buying?

The company's stock went from falling to rising after its earnings and margin guidance

AMD denied slowing AI demand and predicted 80% growth in data center revenue

Oracle Corporation

CoreWeave, Inc.

The Dow Jones blue chip index set a new record at the close of trading on Tuesday, November 11, while the Nasdaq Composite remained under pressure. Investors were shifting capital from the technology sector to cheaper segments of the market in hopes that the government pause would end soon, CNBC explained. Pressure on the Nasdaq also intensified after the publication of the ADP report, indicating further weakening of the labor market.

The Dow hit a record high on hopes of an end to the shutdown, but the Nasdaq fell. What's the matter?

Palantir Technologies Inc.

The IT sector is said to remain 'vulnerable to negative surprises'

Wells Fargo: Take profit in IT stocks, go to industrials, utilities, financials

Apple Inc.

Meta Platforms, Inc.

Apple's capex for the current fiscal year will be around $14 billion, while Microsoft's will be over $94 billion and Meta's will be over $70 billion.

Apple has been scolded for lagging behind in the AI race. Why has it now become an advantage?

Growth in the U.S. stock market paused after the opening of trading on November 11. Shares of large companies related to artificial intelligence declined amid concerns over inflated valuations, while traders analyzed new data indicating further weakening of the labor market, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-11/us-stocks-slide-amid-concerns-on-tech-valuations-labor-market">writes</a>.

US indices fall due to sell-off in AI stocks and signs of a weakening labor market

U.S. stocks rose in the first hour of trading in New York. Investors' appetite for risk was brought back by the news that congressmen are one step closer to a potential agreement that would end the longest federal government shutdown in history (the so-called shutdown), CNBC <a href="https://www.cnbc.com/2025/11/09/stock-market-today-live-updates.html">writes</a>.