Microsoft Corporation

NVIDIA Corporation

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>.

Investors buy back stocks in anticipation of shutdown ending: Nasdaq index up 2%

Taiwan Semiconductor Manufacturing Company Limited

Visa Inc.

Mastercard Incorporated

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: Investors hope for a speedy end to the shutdown

Advanced Micro Devices, Inc.

Oracle Corporation

The Nasdaq Composite index of technology stocks fell more than 3% at the end of the week. For him, this is the worst week since early April, when the index fell by 10% because of the threat of a trade war, <a href="https://www.ft.com/content/8c6e3c18-c5a0-4f60-bac4-fcdab6328bf8">notes the</a> Financial Times.

Nasdaq has worst week since April: investors sold off $800 billion worth of AI stocks 

Palantir Technologies Inc.

The sell-off in U.S. stocks continued in trading on Friday, November 7. Major U.S. stock indices fell amid continued weakness in the technology sector, CNBC <a href="https://www.cnbc.com/2025/11/06/stock-market-today-live-updates.html">reports</a>. S&amp;P 500 lost 1%, Nasdaq Composite collapsed by 1.7%, Dow Jones Industrial Average fell by 0.7%. Nasdaq 100 index went into negative by 1.6% and is close to recording the largest weekly decline since early April.

US stock indexes fall, Nasdaq 100 on track for worst week since April

Constellation Energy Corporation

Tesla, Inc.

Morning in New York: political crisis at the center of the agenda

Apple Inc.

Apple's lag in AI is now seen as an advantage

Apple has become a safe haven for investors amid waning AI hype

Tesla shareholders have approved a near $1 trillion payout package for Elon Musk, who has promised to turn the company into an AI and robotics giant and said he plans to build his own chip factory "times the size of a gigafactory." Japan's SoftBank has lost over $50 billion in capitalization amid a collapse in AI stocks and growing doubts about overheated valuations. On these and other topics - in our review of key events by the morning of November 7.

Highlights for this morning: Musk's AI race, Nvidia chip ban, OpenAI 'proxy' under pressure

Marvell Technology, Inc.

This could be the largest deal in the history of the semiconductor industry

SoftBank was considering buying chipmaker Marvell. Interest may return - Bloomberg

China has an advantage due to low costs and weak regulation, says Jensen Huang

China will win the AI race, Nvidia CEO says. The company's share in this market fell to 0%

Comfort Systems USA, Inc.

The founder of hedge fund Third Point summarizes the quarter's results and describes the main risks of investing in artificial intelligence in a letter to investors 

Daniel Leb is looking for AI stocks outside of the US. What has he recently added to his portfolio?

Intel Corporation

Chinese authorities have invested at least $100 billion in data center construction since 2021

China has banned AI chips from overseas in state-supported data centers. Who will suffer?

SK hynix Inc.

Global investors withdrew about $500 billion from semiconductor stocks as a result of the sell-off that began on November 4 in the U.S. and continued on November 5 in Asian markets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-05/global-chip-selloff-erases-500-billion-in-value-as-fears-mount?srnd=homepage-middle-east&amp;embedded-checkout=true">reported</a>. The total market capitalization of companies in the Philadelphia Semiconductor Index, a sectoral index, as well as in Bloomberg's index of Asian chipmakers decreased by that much.